Civic Intelligence

Eta Sigma Phi Fraternity

990EZ • Fiscal year 2017 • EIN 63-0459587

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 19, 2020

2000 N ParkwayMemphis, TN 38112-1624

(609) 652-4618

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

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

Liabilities / Revenue

53rd percentile

0.00x

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

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

Net Margin

90th percentile

29%

Higher net margin than 90% of similar nonprofits.

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

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.

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

Asset Growth

94th percentile

76%

Faster asset growth than 94% of similar nonprofits.

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

Revenue Growth

90th percentile

38%

Faster revenue growth than 90% of similar nonprofits.

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

Assets

Up

$453,047

Up $196,106 (+76%) from 2016

Net Assets

$453,047

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$79,278

Up $21,864 (+38%) from 2016

Expenses

Down

$56,109

Down $2,081 (-3.6%) from 2016

Net Income

Up

$23,169

Up $23,945 (+3086%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$453,047
Liabilities$0
Net Assets$453,047

Operations Trend

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

2017

Revenue$79,278
Expenses$56,109
Net Income$23,169
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 19, 2020
Return Version
2017v2.3
Gross Receipts
$111,213
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.

Program Services

DescriptionGrantsExpenses
THE SOCIETY PROVIDES SCHOLARSHIPS FOR THE STUDY OF GREECE AND ROME, ORGANIZES VARIOUS CONTESTS FOR STUDENTS OF GREEK AND LATIN, SPONSORS AN ANNUAL CONVENTION FOR LEARNING, CAMARADERIE, AND BUSINESS, AND PUBLISHES A NEWSLETTER, NUNTIUS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR ANTONIOS AUGOUSTAKISChairman-$0--
DR DAVID SICKExecutive Secretary-$0--
DR BRENT M FROBERGTrustee-$0--
DR JOSEPH GARNJOBSTTrustee-$0--
DR DANIEL LEVINETrustee-$0--
DR KATHERINE PANAGAKOSTrustee-$0--
DR MARY PENDERGRAFTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Eta Sigma Phi Trust
EIN
63-0459587
Phone
6096524618
Address
2000 N PARKWAY, MEMPHIS, TN 38112-1624

Signing Officer

Name
Dr Katherine Panagakos
Title
Trustee
Phone
6096524618
Signed
2020-08-19
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: raymond james dividends. Amount: 3,092. Description: rbc wealth management dividends. Amount: 1,603. Description: ameriprise financial dividends. Amount: 2,557. Description: other interest. Amount: 865. Total included on form 990-ez, line 4: 8,117.

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 8,278. Returns and allowances: 0. Less cost of goods sold: 4,724. Gross profit: 3,554. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 0. Cost of labor: 0. Materials and supplies: 4,724. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 4,724.

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

Description: advertising. Amount: 500. Description: certificates. Amount: 30. Description: charter fees. Amount: 300. Description: convention registration. Amount: 6,424. Description: misc income. Amount: 13. Total to form 990-ez, line 8: 7,267.

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

Description: certificates. Amount: 6,715. Description: convention expenses. Amount: 4,453. Description: government fees. Amount: 10. Description: institutional member. Amount: 594. Description: insurance. Amount: 425. Description: medal fund. Amount: 620. Description: nuntius. Amount: 8,859. Description: owl lapel pins. Amount: 1,800. Description: prizes. Amount: 270. Description: promotional expenses. Amount: 3,389. Description: translation contest expenses. Amount: 1,310. Description: travel. Amount: 9,330. Description: office assistance. Amount: 3,249. Description: office supplies. Amount: 256. Description: investment fees. Amount: 2,404. Description: reimbursed expenses. Amount: 700. Total to form 990-ez, line 16: 44,384.

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

Description: unrealized gain. Amount: 23,601. Description: prior period adjustment. Amount: 149,336. Total to form 990-ez, line 20: 172,937.

Amended Statement

The organization is amending its form 990ez to correct financial information previously reported and to file form 990t that was not filed with orginally filed tax return. The following parts of the tax return were affected by the adjustment: part i - revenue, expenses and changes in net assets or fund balances part ii - balance sheets part iii - statement of program service accomplishments part v - other information

Raw XML Appendix153 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/BusinessName/BusinessNameLine1Txt0ETA SIGMA PHI TRUST
IRS990EZ/BooksInCareOfDetail/PhoneNum06096524618
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GALLOWAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt03554
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt08278
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MembershipDuesAmt039490
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0453047
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR ANTONIOS AUGOUSTAKIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DR DAVID SICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DR BRENT M FROBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DR JOSEPH GARNJOBST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DR DANIEL LEVINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DR KATHERINE PANAGAKOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DR MARY PENDERGRAFT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
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IRS990EZ/PrimaryExemptPurposeTxt0ETA 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.
IRS990EZ/PrintingPublicationsPostageAmt01622
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE SOCIETY PROVIDES SCHOLARSHIPS FOR THE STUDY OF GREECE AND ROME, ORGANIZES VARIOUS CONTESTS FOR STUDENTS OF GREEK AND LATIN, SPONSORS AN ANNUAL CONVENTION FOR LEARNING, CAMARADERIE, AND BUSINESS, AND PUBLISHES A NEWSLETTER, NUNTIUS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
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IRS990EZ/TotalExpensesAmt056109
IRS990EZ/TotalRevenueAmt079278
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: RAYMOND JAMES DIVIDENDS. AMOUNT: 3,092. DESCRIPTION: RBC WEALTH MANAGEMENT DIVIDENDS. AMOUNT: 1,603. DESCRIPTION: AMERIPRISE FINANCIAL DIVIDENDS. AMOUNT: 2,557. DESCRIPTION: OTHER INTEREST. AMOUNT: 865. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 8,117.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCOME: GROSS RECEIPTS: 8,278. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 4,724. GROSS PROFIT: 3,554. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 4,724. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 4,724.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ADVERTISING. AMOUNT: 500. DESCRIPTION: CERTIFICATES. AMOUNT: 30. DESCRIPTION: CHARTER FEES. AMOUNT: 300. DESCRIPTION: CONVENTION REGISTRATION. AMOUNT: 6,424. DESCRIPTION: MISC INCOME. AMOUNT: 13. TOTAL TO FORM 990-EZ, LINE 8: 7,267.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CERTIFICATES. AMOUNT: 6,715. DESCRIPTION: CONVENTION EXPENSES. AMOUNT: 4,453. DESCRIPTION: GOVERNMENT FEES. AMOUNT: 10. DESCRIPTION: INSTITUTIONAL MEMBER. AMOUNT: 594. DESCRIPTION: INSURANCE. AMOUNT: 425. DESCRIPTION: MEDAL FUND. AMOUNT: 620. DESCRIPTION: NUNTIUS. AMOUNT: 8,859. DESCRIPTION: OWL LAPEL PINS. AMOUNT: 1,800. DESCRIPTION: PRIZES. AMOUNT: 270. DESCRIPTION: PROMOTIONAL EXPENSES. AMOUNT: 3,389. DESCRIPTION: TRANSLATION CONTEST EXPENSES. AMOUNT: 1,310. DESCRIPTION: TRAVEL. AMOUNT: 9,330. DESCRIPTION: OFFICE ASSISTANCE. AMOUNT: 3,249. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 256. DESCRIPTION: INVESTMENT FEES. AMOUNT: 2,404. DESCRIPTION: REIMBURSED EXPENSES. AMOUNT: 700. TOTAL TO FORM 990-EZ, LINE 16: 44,384.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: UNREALIZED GAIN. AMOUNT: 23,601. DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: 149,336. TOTAL TO FORM 990-EZ, LINE 20: 172,937.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION IS AMENDING ITS FORM 990EZ TO CORRECT FINANCIAL INFORMATION PREVIOUSLY REPORTED AND TO FILE FORM 990T THAT WAS NOT FILED WITH ORGINALLY FILED TAX RETURN. THE FOLLOWING PARTS OF THE TAX RETURN WERE AFFECTED BY THE ADJUSTMENT: PART I - REVENUE, EXPENSES AND CHANGES IN NET ASSETS OR FUND BALANCES PART II - BALANCE SHEETS PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS PART V - OTHER INFORMATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5AMENDED STATEMENT
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ReturnHeader/FilingSecurityInformation/IPTm013:27:34
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01570 FRUITVILLE PIKE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KERRI N BOGDA CPA
ReturnHeader/ReturnTs02020-08-25T11:32:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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