Civic Intelligence

Phi Sigma Sigma Inc - Delta Phi Chapter

990EZ • Fiscal year 2024 • EIN 58-1864075

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

1213 Liberty Road J 335Eldersburg, MD 21784

(410) 799-1224

Siviq Scores

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Balance Sheet

Assets

Up

$33,053

Up $7,510 (+29%) from 2023

Net Assets

Up

$33,053

Up $7,510 (+29%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Up

$62,776

Up $9,149 (+17%) from 2023

Expenses

Up

$56,780

Up $12,847 (+29%) from 2023

Net Income

Down

$5,996

Down $3,698 (-38%) from 2023

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2016: $15,362Net Assets 2016: $15,3622016Assets 2017: $14,175Net Assets 2017: $14,1752017Assets 2018: $27,367Liabilities 2018: $0Net Assets 2018: $27,3672018Assets 2023: $25,543Liabilities 2023: $0Net Assets 2023: $25,5432023Assets 2024: $33,053Liabilities 2024: $0Net Assets 2024: $33,0532024Assets 2025: $24,512Liabilities 2025: $0Net Assets 2025: $24,5122025

Highlighted filing

2024

Assets$33,053
Liabilities$0
Net Assets$33,053

Operations Trend

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

$100K$50K$0-$50KRevenue 2016: $55,810Expenses 2016: $54,346Net Income 2016: $1,4642016Revenue 2017: $50,961Expenses 2017: $52,547Net Income 2017: -$1,5862017Revenue 2018: $40,302Expenses 2018: $27,121Net Income 2018: $13,1812018Revenue 2023: $53,627Expenses 2023: $43,933Net Income 2023: $9,6942023Revenue 2024: $62,776Expenses 2024: $56,780Net Income 2024: $5,9962024Revenue 2025: $83,699Expenses 2025: $92,240Net Income 2025: -$8,5412025

Highlighted filing

2024

Revenue$62,776
Expenses$56,780
Net Income$5,996
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$62,776
Mission and Program Overview

Mission

Promote the fellowship of its members.

Program Services

DescriptionGrantsExpenses
OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 91 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JORDIN BROWNSecretaryPT$0--
REGINA MCKNIGHTFormer ArchonPT$0--
JULES METZGARFormer Vice ArchonPT$0--
MORGAN MARRONFormer BursarPT$0--
TAYLOR RICCAFormer SecretaryPT$0--
MADDIE GARZEArchonPT$0--
BRIELLE PONTICIELLOVice ArchonPT$0--
KAITLYN WELSHBursarPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Sigma Sigma - Delta Phi Chapter
EIN
58-1864075
Phone
4107991224
Address
1213 LIBERTY ROAD 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: 1,221.

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

Description: other income. Amount: 50.

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

Description: credit card fees. Amount: 2,334. Description: social events. Amount: 20,932. Description: recruitment. Amount: 8,909. Description: administrative expenses. Amount: 7,545. Description: philanthropy. Amount: 2,616. Description: insignia & jewelry. Amount: 14,291. Description: miscellaneous. Amount: 132. Description: cra hq fees/expenses. Amount: 1. Description: parlor fees. Amount: 20. Total to form 990-ez, line 16: 56,780.

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

Description: unrealized gain/loss. Amount: 1,514.

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

Description: prepaid card funds. Beg. Of year amount: 2,226. End of year amount: 0.

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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELDERSBURG
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JORDIN BROWN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MORGAN MARRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TAYLOR RICCA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRIELLE PONTICIELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KAITLYN WELSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FORMER ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FORMER VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FORMER BURSAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FORMER SECRETARY
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IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE FELLOWSHIP OF ITS MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt0550
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/TotalRevenueAmt062776
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 1,221.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER INCOME. AMOUNT: 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CREDIT CARD FEES. AMOUNT: 2,334. DESCRIPTION: SOCIAL EVENTS. AMOUNT: 20,932. DESCRIPTION: RECRUITMENT. AMOUNT: 8,909. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 7,545. DESCRIPTION: PHILANTHROPY. AMOUNT: 2,616. DESCRIPTION: INSIGNIA & JEWELRY. AMOUNT: 14,291. DESCRIPTION: MISCELLANEOUS. AMOUNT: 132. DESCRIPTION: CRA HQ FEES/EXPENSES. AMOUNT: 1. DESCRIPTION: PARLOR FEES. AMOUNT: 20. TOTAL TO FORM 990-EZ, LINE 16: 56,780.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAIN/LOSS. AMOUNT: 1,514.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: PREPAID CARD FUNDS. BEG. OF YEAR AMOUNT: 2,226. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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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
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRAND VICE ARCHON - FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107991224
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI SIGMA SIGMA - DELTA PHI CHAPTER
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ReturnHeader/Filer/EIN0581864075
ReturnHeader/Filer/PhoneNum04107991224
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT ADVISORY LLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
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ReturnHeader/PreparerPersonGrp/PhoneNum03173475200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE KEITH CPA
ReturnHeader/ReturnTs02024-11-11T09:16:04-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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Filings