Civic Intelligence

Phi Sigma Sigma

990EZ • Fiscal year 2017 • EIN 58-1858576

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 25, 2017

8178 Lark Brown RoadElkridge, MD 21075-6426

(410) 799-1224

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

50th percentile

3.1%

Higher net margin than 50% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

86th percentile

30%

Faster asset growth than 86% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

54th percentile

2.7%

Faster revenue growth than 54% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$66,386

Up $15,336 (+30%) from 2016

Net Assets

Up

$66,386

Up $15,336 (+30%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$158,466

Up $4,205 (+2.7%) from 2016

Expenses

Up

$153,521

Up $15,656 (+11%) from 2016

Net Income

Down

$4,945

Down $11,451 (-70%) from 2016

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $16,676Liabilities 2011: $02011Assets 2012: $17,033Liabilities 2012: $02012Assets 2013: $16,718Liabilities 2013: $02013Assets 2014: $30,286Liabilities 2014: $02014Assets 2015: $36,001Liabilities 2015: $0Net Assets 2015: $36,0012015Assets 2016: $51,050Liabilities 2016: $0Net Assets 2016: $51,0502016Assets 2017: $66,386Liabilities 2017: $0Net Assets 2017: $66,3862017Assets 2018: $22,977Liabilities 2018: $0Net Assets 2018: $22,9772018Assets 2019: $41,489Liabilities 2019: $0Net Assets 2019: $41,4892019Assets 2020: $29,973Liabilities 2020: $0Net Assets 2020: $29,9732020

Highlighted filing

2017

Assets$66,386
Liabilities$0
Net Assets$66,386

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $99,496Expenses 2011: $105,145Net Income 2011: -$5,6492011Revenue 2012: $120,614Expenses 2012: $121,250Net Income 2012: -$6362012Revenue 2013: $122,199Expenses 2013: $123,342Net Income 2013: -$1,1432013Revenue 2014: $137,688Expenses 2014: $128,691Net Income 2014: $8,9972014Revenue 2015: $148,373Expenses 2015: $141,863Net Income 2015: $6,5102015Revenue 2016: $154,261Expenses 2016: $137,865Net Income 2016: $16,3962016Revenue 2017: $158,466Expenses 2017: $153,521Net Income 2017: $4,9452017Revenue 2018: $104,165Expenses 2018: $148,679Net Income 2018: -$44,5142018Revenue 2019: $95,962Expenses 2019: $77,627Net Income 2019: $18,3352019Revenue 2020: $43,487Expenses 2020: $55,757Net Income 2020: -$12,2702020

Highlighted filing

2017

Revenue$158,466
Expenses$153,521
Net Income$4,945
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 25, 2017
Return Version
2016v3.0
Gross Receipts
$158,466
Mission and Program Overview

Mission

Promote the fellowship of its members.

Promote fellowship of members.

Program Services

DescriptionGrantsExpenses
OPERATION OF MEMBERSHIP ORGANIZATIONS FOR ITS 110 MEMBERS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
VALERIE ROBERTArchonPT$0--
MOLLIE CARNEYBursarPT$0--
SARINA KAPLANScribePT$0--
KAT TREICHELVice ArchonPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Sigma Sigma Inc - Kappa Chapter
EIN
58-1858576
Phone
4107991224
Address
8178 LARK BROWN ROAD, ELKRIDGE, MD 21075-6426

Signing Officer

Name
Wendy Lau
Title
Grand Vice Archon - Finance
Phone
4107991224
Signed
2017-10-25
Discuss with paid preparer
Yes

Preparer

Firm
John Zimitski CPA
Address
527 S 27TH ST, PHILADELPHIA, PA 19146-1012
Preparer
John Zimitski
Phone
2154988427
Supplemental Narrative

Additional Explanations

Other

See attached supplemental schedule

Form 990EZ, Part I, Line 10

Donation; cash; phi sigma sigma foundation: 8178 lark brown rd, ste 202, elkridge, md, 21075; affili

Form 990EZ, Part I, Line 16

BANK CHARGES 2194.

Form 990EZ, Part I, Line 16

INVESTMENT FEES 373.

Form 990EZ, Part I, Line 20

Unrealized gains on chapter reserve account 4718.

Form 990EZ, Part I, Line 20

Net deposit to chapter reserve account 5673.

Form 990EZ, Part II, Line 24

Chapter reserve account 45003.

Raw XML Appendix131 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/BenefitsPaidToOrForMembersAmt0143640
IRS990EZ/BooksInCareOfDetail/PersonNm0WENDY LAU
IRS990EZ/BooksInCareOfDetail/PhoneNum04107991224
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08178 LARK BROWN ROAD STE 202
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELKRIDGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0210756426
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06047
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010425
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt04945
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051050
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066386
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03527
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0158466
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00942
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0939
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0157527
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051050
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066386
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051050
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066386
IRS990EZ/OccupancyRentUtltsAndMaintAmt0210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VALERIE ROBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MOLLIE CARNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARINA KAPLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAT TREICHEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BURSAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SCRIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE ARCHON
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt045003
IRS990EZ/OtherAssetsTotalDetail/EOYAmt055961
IRS990EZ/OtherChangesInNetAssetsAmt010391
IRS990EZ/OtherExpensesTotalAmt02567
IRS990EZ/PrimaryExemptPurposeTxt0Promote fellowship of members.
IRS990EZ/PrintingPublicationsPostageAmt03177
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATIONS FOR ITS 110 MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0153521
IRS990EZ/TotalRevenueAmt0158466
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE ATTACHED SUPPLEMENTAL SCHEDULE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATION; CASH; PHI SIGMA SIGMA FOUNDATION: 8178 LARK BROWN RD, STE 202, ELKRIDGE, MD, 21075; AFFILI
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES 2194.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVESTMENT FEES 373.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED GAINS ON CHAPTER RESERVE ACCOUNT 4718.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NET DEPOSIT TO CHAPTER RESERVE ACCOUNT 5673.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHAPTER RESERVE ACCOUNT 45003.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY LAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRAND VICE ARCHON - FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107991224
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI SIGMA SIGMA INC - KAPPA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIS
ReturnHeader/Filer/EIN0581858576
ReturnHeader/Filer/PhoneNum04107991224
ReturnHeader/Filer/USAddress/AddressLine1Txt08178 LARK BROWN ROAD
ReturnHeader/Filer/USAddress/CityNm0ELKRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0210756426
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04B4949734CE0667697E1B477B8ABE5E118BC6403
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04B4949734CE0667697E1B477B8ABE5E118BC6403
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.81.123.232
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:08:06
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN ZIMITSKI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0527 S 27TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0191461012
ReturnHeader/PreparerPersonGrp/PhoneNum02154988427
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN ZIMITSKI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-13T18:08:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings