Civic Intelligence

Eta Sigma Phi Fraternity

990 • Fiscal year 2022 • EIN 63-0459587

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 02, 2023

Organization ProfileN/A
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

31st percentile

0.00x

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

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Net Margin

50th percentile

5.5%

Higher net margin than 50% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2022

Asset Growth

17th percentile

-7.6%

Faster asset growth than 17% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-49%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$608,391

Down $50,232 (-7.6%) from 2021

Net Assets

Down

$608,391

Down $50,232 (-7.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin50th percentile

Revenue

Down

$68,702

Down $66,528 (-49%) from 2021

Expenses

Up

$64,948

Up $29,640 (+84%) from 2021

Net Income

Down

$3,754

Down $96,168 (-96%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2022

Assets$608,391
Liabilities$0
Net Assets$608,391
Open 2022 Filing

Operations Trend

Revenue Growth2nd 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

2022

Revenue$68,702
Expenses$64,948
Net Income$3,754
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 2, 2023
Return Version
2022v5.0
Gross Receipts
$184,664
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$523,868$443,709▼ $80,159
Cash and Non-Interest-Bearing Accounts$1,713$89,403▲ $87,690
Savings and Temporary Cash Investments$133,042$75,279▼ $57,763
Total Assets$658,623$608,391▼ $50,232
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$658,623$608,391▼ $50,232
Total Net Assets Fund Balance$658,623$608,391▼ $50,232
Total Liabilities and Net Assets / Fund Balance$658,623$608,391▼ $50,232
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Dr Antonios AugoustakisChairman
Dr Daniel LevineTrustee
Dr David SickTrustee
Dr Joseph GarnjobstTrustee
Bridget ThomasTrustee as of April 2022
Georgia IrbyTrustee as of April 2022
Robert SimmonsTrustee as of April 2022
Dr Mary PendergraftTrustee Until April 2022
Dr Katherine PanagakosExecutive Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$51,992
Program Service Revenue
$0
Investment Income
$13,873
Other Revenue
$2,837
All Other Contributions
$29,694
Change in Net Assets
$3,754
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$48,773
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
Office Expenses---$10,632
Advertising---$4,365
Fees for Services Accounting---$4,050
Conferences and Meetings---$3,000
All Other Expenses---$2,734
Other Expenses---$2,650
Information Technology---$2,440
Fees for Service Investment Mgmnt Fees---$2,382
Insurance---$438
Total Functional Expenses$0$0$0$64,948
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 organization does not provide the board with a copy of the 990, but it is reviewed by the chairman and executive secretary 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
2000 N PARKWAY, MEMPHIS, TN 38112-1624

Signing Officer

Name
Dr Katherine Panagakos
Title
Trustee
Phone
6096524618
Signed
2023-10-02
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 US Llp
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 -1,372.”

Raw XML Appendix362 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/TitleTxt3TRUSTEE
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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 ORGANIZATION DOES NOT PROVIDE THE BOARD WITH A COPY OF THE 990, BUT IT IS REVIEWED BY THE CHAIRMAN AND EXECUTIVE SECRETARY 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 -1,372.
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:
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IRS990/SignificantChangeInd00
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IRS990/TaxExemptBondsInd00
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ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$608,391
Liabilities
$0
Net assets
$608,391
Revenue
$68,702
Expenses
$64,948
Net income
$3,754
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