Civic Intelligence

Phi Sigma Sigma Inc - Theta Beta Chapter

990EZ • Fiscal year 2024 • EIN 57-0973592

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 05, 2024

1213 Liberty Rd J 335Eldersburg, MD 21784

(410) 799-1224

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

79th percentile

17%

Higher net margin than 79% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

87th percentile

33%

Faster asset growth than 87% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$99,056

Up $24,462 (+33%) from 2023

Net Assets

Up

$99,056

Up $24,462 (+33%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$118,947

Up $13,557 (+13%) from 2023

Expenses

Up

$98,443

Up $8,082 (+8.9%) from 2023

Net Income

Up

$20,504

Up $5,475 (+36%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2011: $17,135Liabilities 2011: $02011Assets 2012: $16,411Liabilities 2012: $02012Assets 2013: $20,452Liabilities 2013: $02013Assets 2014: $27,281Liabilities 2014: $02014Assets 2015: $28,499Net Assets 2015: $28,4992015Assets 2016: $30,698Net Assets 2016: $30,6982016Assets 2017: $38,393Net Assets 2017: $38,3932017Assets 2018: $45,612Liabilities 2018: $0Net Assets 2018: $45,6122018Assets 2019: $40,123Liabilities 2019: $0Net Assets 2019: $40,1232019Assets 2020: $59,683Liabilities 2020: $0Net Assets 2020: $59,6832020Assets 2021: $52,810Liabilities 2021: $0Net Assets 2021: $52,8102021Assets 2022: $57,968Liabilities 2022: $0Net Assets 2022: $57,9682022Assets 2023: $74,594Liabilities 2023: $0Net Assets 2023: $74,5942023Assets 2024: $99,056Liabilities 2024: $0Net Assets 2024: $99,0562024Assets 2025: $41,987Liabilities 2025: $0Net Assets 2025: $41,9872025

Highlighted filing

2024

Assets$99,056
Liabilities$0
Net Assets$99,056

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $54,814Expenses 2011: $51,545Net Income 2011: $3,2692011Revenue 2012: $62,259Expenses 2012: $62,944Net Income 2012: -$6852012Revenue 2013: $71,151Expenses 2013: $68,475Net Income 2013: $2,6762013Revenue 2014: $89,723Expenses 2014: $82,967Net Income 2014: $6,7562014Revenue 2015: $117,983Expenses 2015: $116,047Net Income 2015: $1,9362015Revenue 2016: $115,289Expenses 2016: $112,210Net Income 2016: $3,0792016Revenue 2017: $99,315Expenses 2017: $95,505Net Income 2017: $3,8102017Revenue 2018: $93,710Expenses 2018: $87,547Net Income 2018: $6,1632018Revenue 2019: $79,749Expenses 2019: $85,466Net Income 2019: -$5,7172019Revenue 2020: $97,486Expenses 2020: $79,234Net Income 2020: $18,2522020Revenue 2021: $15,252Expenses 2021: $28,621Net Income 2021: -$13,3692021Revenue 2022: $96,491Expenses 2022: $81,217Net Income 2022: $15,2742022Revenue 2023: $105,390Expenses 2023: $90,361Net Income 2023: $15,0292023Revenue 2024: $118,947Expenses 2024: $98,443Net Income 2024: $20,5042024Revenue 2025: $155,701Expenses 2025: $212,770Net Income 2025: -$57,0692025

Highlighted filing

2024

Revenue$118,947
Expenses$98,443
Net Income$20,504
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$118,947
Mission and Program Overview

Mission

Promote the fellowship of its members.

Program Services

DescriptionGrantsExpenses
OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 106 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GABBI RUSSELLFormer ArchonPT$0--
JENNA KISNERFormer Vice ArchonPT$0--
ABIGAIL RECESecretaryPT$0--
SOPHIA LEONARDFormer SecretaryPT$0--
KALI GOLDMANFormer SecretaryPT$0--
GRACE HULITTVice ArchonPT$0--
LEXI PROCHNIAKBursarPT$0--
GRACEY WILSONArchonPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Sigma Sigma Inc - Theta Beta
EIN
57-0973592
Phone
4107991224
Address
1213 LIBERTY RD J 335, ELDERSBURG, MD 21784

Signing Officer

Name
Jenny Bernard
Title
Grand Vice Archon - Finance
Phone
4107991224
Signed
2024-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
9229 DELEGATES ROW STE 250, INDIANAPOLIS, IN 46240
Preparer
Christine Keith CPA
Phone
3173475200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income. Amount: 3,613.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: other income. Amount: 6,956.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: credit card fees. Amount: 3,785. Description: social events. Amount: 51,316. Description: recruitment. Amount: 17,016. Description: fraternity dues & fees. Amount: 2,644. Description: administrative expenses. Amount: 9,378. Description: philanthropy. Amount: 1,020. Description: insignia & jewelry. Amount: 12,888. Description: miscellaneous. Amount: 126. Description: scholarship program. Amount: 270. Total to form 990-ez, line 16: 98,443.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain/loss. Amount: 3,958.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid card funds. Beg. Of year amount: 0. End of year amount: 554.

Raw XML Appendix148 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum04107991224
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01213 LIBERTY RD STE J 335
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELDERSBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021784
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074594
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ForeignFinancialAccountInd00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00942
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0107714
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GABBI RUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNA KISNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ABIGAIL RECE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SOPHIA LEONARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KALI GOLDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GRACE HULITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LEXI PROCHNIAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GRACEY WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FORMER ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FORMER VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FORMER SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FORMER SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BURSAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ARCHON
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationFiled990TInd01
IRS990EZ/OrganizationHadUBIInd01
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0554
IRS990EZ/OtherChangesInNetAssetsAmt03958
IRS990EZ/OtherExpensesTotalAmt098443
IRS990EZ/OtherRevenueTotalAmt06956
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE FELLOWSHIP OF ITS MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 106 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt098443
IRS990EZ/TotalRevenueAmt0118947
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 3,613.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER INCOME. AMOUNT: 6,956.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CREDIT CARD FEES. AMOUNT: 3,785. DESCRIPTION: SOCIAL EVENTS. AMOUNT: 51,316. DESCRIPTION: RECRUITMENT. AMOUNT: 17,016. DESCRIPTION: FRATERNITY DUES & FEES. AMOUNT: 2,644. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 9,378. DESCRIPTION: PHILANTHROPY. AMOUNT: 1,020. DESCRIPTION: INSIGNIA & JEWELRY. AMOUNT: 12,888. DESCRIPTION: MISCELLANEOUS. AMOUNT: 126. DESCRIPTION: SCHOLARSHIP PROGRAM. AMOUNT: 270. TOTAL TO FORM 990-EZ, LINE 16: 98,443.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAIN/LOSS. AMOUNT: 3,958.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: PREPAID CARD FUNDS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 554.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY BERNARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRAND VICE ARCHON - FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107991224
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI SIGMA SIGMA INC - THETA BETA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIS
ReturnHeader/Filer/EIN0570973592
ReturnHeader/Filer/PhoneNum04107991224
ReturnHeader/Filer/USAddress/AddressLine1Txt01213 LIBERTY RD J 335
ReturnHeader/Filer/USAddress/CityNm0ELDERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021784
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882730877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09229 DELEGATES ROW STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03173475200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE KEITH CPA
ReturnHeader/ReturnTs02024-11-12T12:07:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$1.56$2.13$0.57
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$1.19$0.98$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$1.05$0.90$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.96$0.81$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.15$0.29$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.97$0.79$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.80$0.85$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.94$0.88$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.99$0.96$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.31$0.31$1.15$1.12$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.28$0.28$1.18$1.16$0.02
2014Summary only. Only limited summary data is available for this year.$0.27$0.00$0.90$0.83$0.07
2013Summary only. Only limited summary data is available for this year.$0.20$0.00$0.71$0.68$0.03
2012Summary only. Only limited summary data is available for this year.$0.16$0.00$0.62$0.63$0.01
2011Summary only. Only limited summary data is available for this year.$0.17$0.00$0.55$0.52$0.03