Civic Intelligence

Phi Sigma Sigma Inc - Epsilon Omicron Chapter

990EZ • Fiscal year 2023 • EIN 58-1864083

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 30, 2024

Organization ProfileN/A
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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

54th percentile

0.00x

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

28th percentile

-6.3%

Higher net margin than 28% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

20th percentile

-15%

Faster asset growth than 20% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

-3.1%

Faster revenue growth than 33% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$23,684

Down $4,130 (-15%) from 2022

Net Assets

Down

$23,684

Down $4,130 (-15%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin28th percentile

Revenue

Down

$68,761

Down $2,230 (-3.1%) from 2022

Expenses

Up

$73,079

Up $17,212 (+31%) from 2022

Net Income

Down

-$4,318

Down $19,442 (-129%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$30K$20K$10K$0Assets 2017: $7,834Net Assets 2017: $7,8342017Assets 2018: $7,899Liabilities 2018: $0Net Assets 2018: $7,8992018Assets 2019: $5,404Liabilities 2019: $0Net Assets 2019: $5,4042019Assets 2020: $28,071Liabilities 2020: $0Net Assets 2020: $28,0712020Assets 2021: $13,799Liabilities 2021: $0Net Assets 2021: $13,7992021Assets 2022: $27,814Liabilities 2022: $0Net Assets 2022: $27,8142022Assets 2023: $23,684Liabilities 2023: $0Net Assets 2023: $23,6842023Assets 2024: $15,511Liabilities 2024: $0Net Assets 2024: $15,5112024Assets 2025: $19,912Liabilities 2025: $0Net Assets 2025: $19,9122025

Highlighted filing

2023

Assets$23,684
Liabilities$0
Net Assets$23,684
Open 2023 Filing

Operations Trend

Revenue Growth33rd percentile

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

$100K$50K$0-$50KRevenue 2017: $63,607Expenses 2017: $63,121Net Income 2017: $4862017Revenue 2018: $65,175Expenses 2018: $66,623Net Income 2018: -$1,4482018Revenue 2019: $82,004Expenses 2019: $84,523Net Income 2019: -$2,5192019Revenue 2020: $66,882Expenses 2020: $44,349Net Income 2020: $22,5332020Revenue 2021: $5,237Expenses 2021: $20,176Net Income 2021: -$14,9392021Revenue 2022: $70,991Expenses 2022: $55,867Net Income 2022: $15,1242022Revenue 2023: $68,761Expenses 2023: $73,079Net Income 2023: -$4,3182023Revenue 2024: $69,514Expenses 2024: $78,153Net Income 2024: -$8,6392024Revenue 2025: $75,824Expenses 2025: $71,423Net Income 2025: $4,4012025

Highlighted filing

2023

Revenue$68,761
Expenses$73,079
Net Income-$4,318
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 30, 2024
Return Version
2022v5.0
Gross Receipts
$68,761
Mission and Program Overview

Mission

Operation of membership for its members.

Promote fellowship of its members.

Program Services

DescriptionGrantsExpenses
OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 65 MEMBERS.$0$0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOCELYN HOLMESFormer ArchonPT$0--
SITARRA IBRAHIMIFormer Vice ArchonPT$0--
KELSEY DIMESAFormer SecretaryPT$0--
CERA PERRY-JOHNSONFormer BursarPT$0--
ANDREA MAKRINOSSecretaryPT$0--
LIANNE ODINSKYArchonPT$0--
MADISON ANNESEBursarPT$0--
VALENTINA LAROCCAVice ArchonPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Sigma Sigma Inc - Epsilon Omicron
EIN
58-1864083
Phone
4107991224
Address
1213 LIBERTY RD J 335, ELDERSBURG, MD 21784

Signing Officer

Name
Jenny Bernard
Title
Grand Vice Archon - Finance
Phone
4107991224
Signed
2024-01-30
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: 82.”

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

“Description: other income. Amount: 411.”

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

“Description: credit card fees. Amount: 2,396. Description: social events. Amount: 43,314. Description: recruitment. Amount: 19,624. Description: administrative expenses. Amount: 1,664. Description: philanthropy. Amount: 589. Description: insignia & jewelry. Amount: 5,492. Total to form 990-ez, line 16: 73,079.”

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

“Description: unrealized gain/loss. Amount: 188.”

Raw XML Appendix147 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JENNY BERNARD
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/BOYAmt027814
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023684
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0993
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-4318
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027814
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023684
IRS990EZ/GrossReceiptsAmt068761
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00942
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt082
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt067275
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027814
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023684
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027814
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023684
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOCELYN HOLMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SITARRA IBRAHIMI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELSEY DIMESA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CERA PERRY-JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANDREA MAKRINOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LIANNE ODINSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MADISON ANNESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7VALENTINA LAROCCA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FORMER ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FORMER VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FORMER SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FORMER BURSAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BURSAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE ARCHON
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0188
IRS990EZ/OtherExpensesTotalAmt073079
IRS990EZ/OtherRevenueTotalAmt0411
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE FELLOWSHIP OF ITS MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 65 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt073079
IRS990EZ/TotalRevenueAmt068761
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 82.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER INCOME. AMOUNT: 411.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CREDIT CARD FEES. AMOUNT: 2,396. DESCRIPTION: SOCIAL EVENTS. AMOUNT: 43,314. DESCRIPTION: RECRUITMENT. AMOUNT: 19,624. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 1,664. DESCRIPTION: PHILANTHROPY. AMOUNT: 589. DESCRIPTION: INSIGNIA & JEWELRY. AMOUNT: 5,492. TOTAL TO FORM 990-EZ, LINE 16: 73,079.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAIN/LOSS. AMOUNT: 188.
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
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY BERNARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRAND VICE ARCHON - FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107991224
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI SIGMA SIGMA INC - EPSILON OMICRON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIS
ReturnHeader/Filer/EIN0581864083
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/ReturnTs02024-01-30T15:01:45-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERNARD
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,684
Liabilities
$0
Net assets
$23,684
Revenue
$68,761
Expenses
$73,079
Net income
-$4,318
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$75.8$71.4$4.40
2024Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$69.5$78.2$8.64
2023Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$68.8$73.1$4.32
2022Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$71.0$55.9$15.1
2021Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$5.24$20.2$14.9
2020Detailed filing. Detailed filing data is available for this year.$28.1$0.00$28.1$66.9$44.3$22.5
2019Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$82.0$84.5$2.52
2018Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$65.2$66.6$1.45
2017Detailed filing. Detailed filing data is available for this year.$7.83$7.83$63.6$63.1$0.49