Civic Intelligence

Eta Sigma Phi Fraternity

990 • Fiscal year 2023 • EIN 63-0459587

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 21, 2024

Organization ProfileN/A
101 Vera King Farris DriveGalloway, NJ 08205

(609) 652-4618

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Net Margin

31st percentile

-1.4%

Higher net margin than 31% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Asset Growth

77th percentile

12%

Faster asset growth than 77% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

81st percentile

27%

Faster revenue growth than 81% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$681,774

Up $73,383 (+12%) from 2022

Net Assets

Up

$681,774

Up $73,383 (+12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin31st percentile

Revenue

Up

$87,481

Up $18,779 (+27%) from 2022

Expenses

Up

$88,743

Up $23,795 (+37%) from 2022

Net Income

Down

-$1,262

Down $5,016 (-134%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$800K$600K$400K$200K$0Assets 2011: $148,118Liabilities 2011: $02011Assets 2012: $263,247Liabilities 2012: $02012Assets 2013: $262,377Liabilities 2013: $02013Assets 2014: $265,998Liabilities 2014: $02014Assets 2015: $257,717Liabilities 2015: $02015Assets 2016: $256,941Liabilities 2016: $02016Assets 2017: $453,047Liabilities 2017: $0Net Assets 2017: $453,0472017Assets 2018: $426,036Liabilities 2018: $0Net Assets 2018: $426,0362018Assets 2019: $496,911Liabilities 2019: $0Net Assets 2019: $496,9112019Assets 2020: $522,552Liabilities 2020: $0Net Assets 2020: $522,5522020Assets 2021: $658,623Liabilities 2021: $0Net Assets 2021: $658,6232021Assets 2022: $608,391Liabilities 2022: $0Net Assets 2022: $608,3912022Assets 2023: $681,774Liabilities 2023: $0Net Assets 2023: $681,7742023Assets 2024: $746,080Liabilities 2024: $0Net Assets 2024: $746,0802024

Highlighted filing

2023

Assets$681,774
Liabilities$0
Net Assets$681,774
Open 2023 Filing

Operations Trend

Revenue Growth81st percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $61,401Expenses 2011: $61,689Net Income 2011: -$2882011Revenue 2012: $178,471Expenses 2012: $63,342Net Income 2012: $115,1292012Revenue 2013: $62,721Expenses 2013: $63,591Net Income 2013: -$8702013Revenue 2014: $70,084Expenses 2014: $66,463Net Income 2014: $3,6212014Revenue 2015: $48,802Expenses 2015: $57,083Net Income 2015: -$8,2812015Revenue 2016: $57,414Expenses 2016: $58,190Net Income 2016: -$7762016Revenue 2017: $79,278Expenses 2017: $56,109Net Income 2017: $23,1692017Revenue 2018: $74,279Expenses 2018: $54,395Net Income 2018: $19,8842018Revenue 2019: $79,185Expenses 2019: $57,603Net Income 2019: $21,5822019Revenue 2020: $55,496Expenses 2020: $41,508Net Income 2020: $13,9882020Revenue 2021: $135,230Expenses 2021: $35,308Net Income 2021: $99,9222021Revenue 2022: $68,702Expenses 2022: $64,948Net Income 2022: $3,7542022Revenue 2023: $87,481Expenses 2023: $88,743Net Income 2023: -$1,2622023Revenue 2024: $109,049Expenses 2024: $75,908Net Income 2024: $33,1412024

Highlighted filing

2023

Revenue$87,481
Expenses$88,743
Net Income-$1,262
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 21, 2024
Return Version
2023v5.1
Gross Receipts
$101,372
Mission and Program Overview

Mission

Eta sigma phi furthers cooperation and good will among the members of classical departments in order to stimulate interest in the study of the classics and to increase our knowledge of the art and literature of ancient greece and rome.

Eta sigma phi national honor society supports undergraduate greek and latin students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$443,709$520,785▲ $77,076
Cash and Non-Interest-Bearing Accounts$89,403$98,015▲ $8,612
Savings and Temporary Cash Investments$75,279$62,974▼ $12,305
Total Assets$608,391$681,774▲ $73,383
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$608,391$681,774▲ $73,383
Total Net Assets Fund Balance$608,391$681,774▲ $73,383
Total Liabilities and Net Assets / Fund Balance$608,391$681,774▲ $73,383
Compensation and Service Providers
Top Officer Pay88th percentile

Board Members and Trustees

NameTitle
Dr Antonios AugoustakisChairman
Bridget ThomasTrustee
Dr Daniel LevineTrustee
Dr David SickTrustee
Dr Joseph GarnjobstTrustee
Georgia IrbyTrustee
Robert SimmonsTrustee
Dr Katherine PanagakosExecutive Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$52,060
Program Service Revenue
$0
Investment Income
$20,043
Other Revenue
$15,378
All Other Contributions
$31,835
Change in Net Assets
$-1,262
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$72,568
Grants and Similar Amounts Paid$16,175
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals---$16,175
Conferences and Meetings---$15,982
Office Expenses---$10,134
Advertising---$10,064
Fees for Services Accounting---$4,595
Information Technology---$3,114
All Other Expenses---$2,727
Other Expenses---$2,350
Fees for Service Investment Mgmnt Fees---$2,263
Insurance---$437
Total Functional Expenses$0$0$0$88,743
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Eta sigma phi is a fraternal organization with chapters and members.”

Form 990, Part VI, Section A, Line 7A

“All members of the board and the executive secretary are voted in by the membership by chapter.”

Form 990, Part VI, Section A, Line 7B

“Any changes to the constitution are voted on by the full membership, represented by the chapter.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the chairman and executive secretary then a full copy is provided to the governing body before filing with the irs.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest polucy and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Eta Sigma Phi Trust
EIN
63-0459587
Phone
6096524618
Address
101 VERA KING FARRIS DRIVE, GALLOWAY, NJ 08205

Signing Officer

Name
Dr Katherine Panagakos
Title
Trustee
Phone
6096524618
Signed
2024-08-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Katherine Panagakos
Formed
1914
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
1570 FRUITVILLE PIKE SUITE 400, LANCASTER, PA 17601
Preparer
Kerri N Bogda CPA
Phone
7177404863
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Enterprise products partners k-1 -499.”

Raw XML Appendix342 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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IRS990/MissionDesc0ETA SIGMA PHI FURTHERS COOPERATION AND GOOD WILL AMONG THE MEMBERS OF CLASSICAL DEPARTMENTS IN ORDER TO STIMULATE INTEREST IN THE STUDY OF THE CLASSICS AND TO INCREASE OUR KNOWLEDGE OF THE ART AND LITERATURE OF ANCIENT GREECE AND ROME. SCHOLARSHIPS WERE AWARDED IN 2023 TO STUDENTS STUDYING IN GREECE AND ITALY. PRIZES FOR DIVERSITY OUTREACH AND TRANSLATION CONTESTS AS WELL AS BEST STUDENT PAPER AND OTHER CONTESTS WERE ALSO AWARDED.
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0AFTER ADVERTISING AND RECEIVING APPLICATIONS VIA ONLINE SUBMISSION, THE VARIOUS SCHOLARSHIP COMMITTEES REVIEW AND MAKE RECOMMENDATIONS TO THE BOARD OF TRUSTEES AND THE EXECUTIVE SECRETARY. THE NAMES OF THE GRANT RECIPIENTS ALONG WITH REPORTS OF THEIR ACTIVITIES ARE PUBLISHED IN OUR NEWSLETTER, NUNTIUS, AND RECORDS ARE MAINTAINED BY THE EXECUTIVE SECRETARY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ETA SIGMA PHI IS A FRATERNAL ORGANIZATION WITH CHAPTERS AND MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL MEMBERS OF THE BOARD AND THE EXECUTIVE SECRETARY ARE VOTED IN BY THE MEMBERSHIP BY CHAPTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY CHANGES TO THE CONSTITUTION ARE VOTED ON BY THE FULL MEMBERSHIP, REPRESENTED BY THE CHAPTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEWED BY THE CHAIRMAN AND EXECUTIVE SECRETARY THEN A FULL COPY IS PROVIDED TO THE GOVERNING BODY BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLUCY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ENTERPRISE PRODUCTS PARTNERS K-1 -499.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0608391
IRS990/TotalAssetsEOYAmt0681774
IRS990/TotalAssetsGrp/BOYAmt0608391
IRS990/TotalAssetsGrp/EOYAmt0681774
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt052060
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt088743
IRS990/TotalGrossUBIAmt020542
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0608391
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0681774
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010392
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04487
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt087481
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt020542
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0608391
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0681774
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/USAddress/AddressLine1Txt0101 VERA KING FARRIS DRIVE
IRS990/USAddress/CityNm0GALLOWAY
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008205
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR KATHERINE PANAGAKOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06096524618
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ETA SIGMA PHI TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ETAS
ReturnHeader/Filer/EIN0630459587
ReturnHeader/Filer/PhoneNum06096524618
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 VERA KING FARRIS DRIVE
ReturnHeader/Filer/USAddress/CityNm0GALLOWAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008205
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01570 FRUITVILLE PIKE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017601
ReturnHeader/PreparerPersonGrp/PhoneNum07177404863
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KERRI N BOGDA CPA
ReturnHeader/ReturnTs02024-08-23T15:48:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$681,774
Liabilities
$0
Net assets
$681,774
Revenue
$87,481
Expenses
$88,743
Net income
-$1,262
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.46$0.00$7.46$1.09$0.76$0.33
2023Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.87$0.89$0.01
2022Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$0.69$0.65$0.04
2021Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$1.35$0.35$1.00
2020Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.55$0.42$0.14
2019Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.79$0.58$0.22
2018Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.74$0.54$0.20
2017Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.79$0.56$0.23
2016Summary only. Only limited summary data is available for this year.$2.57$0.00$0.57$0.58$0.01
2015Summary only. Only limited summary data is available for this year.$2.58$0.00$0.49$0.57$0.08
2014Summary only. Only limited summary data is available for this year.$2.66$0.00$0.70$0.66$0.04
2013Summary only. Only limited summary data is available for this year.$2.62$0.00$0.63$0.64$0.01
2012Summary only. Only limited summary data is available for this year.$2.63$0.00$1.78$0.63$1.15
2011Summary only. Only limited summary data is available for this year.$1.48$0.00$0.61$0.62$0.00