Civic Intelligence

Phi Sigma Sigma Inc - Gamma Zeta

990EZ • Fiscal year 2023 • EIN 58-2007616

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

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

21st percentile

-11%

Higher net margin than 21% 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

11th percentile

-30%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

33rd percentile

-3.4%

Faster revenue growth than 33% of similar nonprofits.

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

Assets

Down

$39,095

Down $17,151 (-30%) from 2022

Net Assets

Down

$39,095

Down $17,151 (-30%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$152,496

Down $5,409 (-3.4%) from 2022

Expenses

Up

$169,647

Up $45,702 (+37%) from 2022

Net Income

Down

-$17,151

Down $51,111 (-151%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $90,438Liabilities 2011: $02011Assets 2012: $69,301Liabilities 2012: $02012Assets 2013: $85,946Liabilities 2013: $02013Assets 2014: $109,418Liabilities 2014: $02014Assets 2015: $128,416Liabilities 2015: $02015Assets 2016: $146,075Liabilities 2016: $02016Assets 2017: $149,058Liabilities 2017: $02017Assets 2018: $57,945Liabilities 2018: $0Net Assets 2018: $57,9452018Assets 2019: $33,313Liabilities 2019: $0Net Assets 2019: $33,3132019Assets 2020: $75,773Liabilities 2020: $0Net Assets 2020: $75,7732020Assets 2021: $22,286Liabilities 2021: $0Net Assets 2021: $22,2862021Assets 2022: $56,246Liabilities 2022: $0Net Assets 2022: $56,2462022Assets 2023: $39,095Liabilities 2023: $0Net Assets 2023: $39,0952023Assets 2024: $49,824Liabilities 2024: $0Net Assets 2024: $49,8242024Assets 2025: $81,590Liabilities 2025: $0Net Assets 2025: $81,5902025

Highlighted filing

2023

Assets$39,095
Liabilities$0
Net Assets$39,095

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $98,384Expenses 2011: $88,932Net Income 2011: $9,4522011Revenue 2012: $82,539Expenses 2012: $104,135Net Income 2012: -$21,5962012Revenue 2013: $86,462Expenses 2013: $74,251Net Income 2013: $12,2112013Revenue 2014: $96,195Expenses 2014: $81,227Net Income 2014: $14,9682014Revenue 2015: $115,691Expenses 2015: $93,296Net Income 2015: $22,3952015Revenue 2016: $128,723Expenses 2016: $110,492Net Income 2016: $18,2312016Revenue 2017: $167,728Expenses 2017: $166,526Net Income 2017: $1,2022017Revenue 2018: $159,449Expenses 2018: $153,091Net Income 2018: $6,3582018Revenue 2019: $132,984Expenses 2019: $157,616Net Income 2019: -$24,6322019Revenue 2020: $147,086Expenses 2020: $105,626Net Income 2020: $41,4602020Revenue 2021: $32,472Expenses 2021: $84,959Net Income 2021: -$52,4872021Revenue 2022: $157,905Expenses 2022: $123,945Net Income 2022: $33,9602022Revenue 2023: $152,496Expenses 2023: $169,647Net Income 2023: -$17,1512023Revenue 2024: $162,972Expenses 2024: $152,243Net Income 2024: $10,7292024Revenue 2025: $244,728Expenses 2025: $212,962Net Income 2025: $31,7662025

Highlighted filing

2023

Revenue$152,496
Expenses$169,647
Net Income-$17,151
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 30, 2024
Return Version
2022v5.0
Gross Receipts
$152,496
Mission and Program Overview

Mission

Promote the fellowship of its members.

Program Services

DescriptionGrantsExpenses
OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 140 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
IZZY FERGUSONScribePT$0--
CAROLINE CREAMERFormer ArchonPT$0--
EMILY INGAFormer Vice ArchonPT$0--
ASHA PATELFormer BursarPT$0--
ANNA YOUMELLFormer ScribePT$0--
ABIGAIL MENICEArchonPT$0--
BROOKE COLLINSVice ArchonPT$0--
KATE PARASBursarPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Sigma Sigma Inc - Gamma Zeta
EIN
58-2007616
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 8 - Other Revenue

Description: other income. Amount: 24,288. Description: insignia & jewelry. Amount: 1,522. Total to form 990-ez, line 8: 25,810.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: phi sigma sigma national housing corporation. Grantee address: 1213 liberty rd, ste j #335 eldersburg, md 21784. Amount given: 23,285.

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

Description: credit card fees. Amount: 4,866. Description: recruitment. Amount: 9,445. Description: fraternity dues & fees. Amount: 7,505. Description: philanthropy. Amount: 8,073. Description: insignia & jewelry. Amount: 20,820. Description: social events. Amount: 42,266. Description: parlor fees. Amount: 27,545. Description: administration. Amount: 25,122. Description: scholarship program. Amount: 720. Total to form 990-ez, line 16: 146,362.

Raw XML Appendix146 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/PersonNm0JENNY BERNARD
IRS990EZ/BooksInCareOfDetail/PhoneNum04107991224
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELDERSBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021784
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056246
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01569
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-17151
IRS990EZ/ForeignFinancialAccountInd00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt023285
IRS990EZ/GrossReceiptsAmt0152496
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00942
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd00
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056246
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039095
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
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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/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0IZZY FERGUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROLINE CREAMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EMILY INGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ASHA PATEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANNA YOUMELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ABIGAIL MENICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BROOKE COLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATE PARAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SCRIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FORMER ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FORMER VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FORMER BURSAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FORMER SCRIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BURSAR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0146362
IRS990EZ/OtherRevenueTotalAmt025810
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE FELLOWSHIP OF ITS MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt028105
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 140 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0169647
IRS990EZ/TotalRevenueAmt0152496
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OTHER INCOME. AMOUNT: 24,288. DESCRIPTION: INSIGNIA & JEWELRY. AMOUNT: 1,522. TOTAL TO FORM 990-EZ, LINE 8: 25,810.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: PHI SIGMA SIGMA NATIONAL HOUSING CORPORATION. GRANTEE ADDRESS: 1213 LIBERTY RD, STE J #335 ELDERSBURG, MD 21784. AMOUNT GIVEN: 23,285.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CREDIT CARD FEES. AMOUNT: 4,866. DESCRIPTION: RECRUITMENT. AMOUNT: 9,445. DESCRIPTION: FRATERNITY DUES & FEES. AMOUNT: 7,505. DESCRIPTION: PHILANTHROPY. AMOUNT: 8,073. DESCRIPTION: INSIGNIA & JEWELRY. AMOUNT: 20,820. DESCRIPTION: SOCIAL EVENTS. AMOUNT: 42,266. DESCRIPTION: PARLOR FEES. AMOUNT: 27,545. DESCRIPTION: ADMINISTRATION. AMOUNT: 25,122. DESCRIPTION: SCHOLARSHIP PROGRAM. AMOUNT: 720. TOTAL TO FORM 990-EZ, LINE 16: 146,362.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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 - GAMMA ZETA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIS
ReturnHeader/Filer/EIN0582007616
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/ReturnTs02024-01-30T15:08:29-06:00
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

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.00$0.82$2.45$2.13$0.32
2024Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$1.63$1.52$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.52$1.70$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$1.58$1.24$0.34
2021Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.32$0.85$0.52
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$1.47$1.06$0.41
2019Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$1.33$1.58$0.25
2018Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$1.59$1.53$0.06
2017Summary only. Only limited summary data is available for this year.$1.49$0.00$1.68$1.67$0.01
2016Summary only. Only limited summary data is available for this year.$1.46$0.00$1.29$1.10$0.18
2015Summary only. Only limited summary data is available for this year.$1.28$0.00$1.16$0.93$0.22
2014Summary only. Only limited summary data is available for this year.$1.09$0.00$0.96$0.81$0.15
2013Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$0.74$0.12
2012Summary only. Only limited summary data is available for this year.$0.69$0.00$0.83$1.04$0.22
2011Summary only. Only limited summary data is available for this year.$0.90$0.00$0.98$0.89$0.09