Civic Intelligence

Phi Sigma Sigma Inc - Delta Kappa Chapter

990EZ • Fiscal year 2018 • EIN 65-0214026

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 29, 2018

8178 Lark Brown Road No 202Elkridge, MD 21075-6426

(410) 799-1224

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.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

77th percentile

14%

Higher net margin than 77% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

85th percentile

28%

Faster asset growth than 85% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

54th percentile

2.1%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$120,546

Up $26,218 (+28%) from 2017

Net Assets

Up

$120,546

Up $26,218 (+28%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$114,154

Up $2,326 (+2.1%) from 2017

Expenses

Down

$98,313

Down $26,980 (-22%) from 2017

Net Income

Up

$15,841

Up $29,306 (+218%) from 2017

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $49,850Liabilities 2011: $02011Assets 2012: $63,218Liabilities 2012: $02012Assets 2013: $72,948Liabilities 2013: $02013Assets 2014: $79,259Liabilities 2014: $02014Assets 2015: $99,839Liabilities 2015: $0Net Assets 2015: $99,8392015Assets 2016: $99,980Net Assets 2016: $99,9802016Assets 2017: $94,328Net Assets 2017: $94,3282017Assets 2018: $120,546Liabilities 2018: $0Net Assets 2018: $120,5462018Assets 2019: $144,963Liabilities 2019: $0Net Assets 2019: $144,9632019Assets 2020: $157,616Liabilities 2020: $0Net Assets 2020: $157,6162020Assets 2021: $160,776Liabilities 2021: $0Net Assets 2021: $160,7762021Assets 2022: $136,364Liabilities 2022: $0Net Assets 2022: $136,3642022Assets 2023: $127,489Liabilities 2023: $0Net Assets 2023: $127,4892023Assets 2024: $147,887Liabilities 2024: $0Net Assets 2024: $147,8872024Assets 2025: $34,809Liabilities 2025: $0Net Assets 2025: $34,8092025

Highlighted filing

2018

Assets$120,546
Liabilities$0
Net Assets$120,546

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $121,710Expenses 2011: $112,586Net Income 2011: $9,1242011Revenue 2012: $120,820Expenses 2012: $107,239Net Income 2012: $13,5812012Revenue 2013: $153,701Expenses 2013: $147,619Net Income 2013: $6,0822013Revenue 2014: $158,956Expenses 2014: $156,868Net Income 2014: $2,0882014Revenue 2015: $215,589Expenses 2015: $193,267Net Income 2015: $22,3222015Revenue 2016: $177,651Expenses 2016: $175,462Net Income 2016: $2,1892016Revenue 2017: $111,828Expenses 2017: $125,293Net Income 2017: -$13,4652017Revenue 2018: $114,154Expenses 2018: $98,313Net Income 2018: $15,8412018Revenue 2019: $106,078Expenses 2019: $82,263Net Income 2019: $23,8152019Revenue 2020: $93,607Expenses 2020: $84,229Net Income 2020: $9,3782020Revenue 2021: $37,016Expenses 2021: $50,122Net Income 2021: -$13,1062021Revenue 2022: $94,855Expenses 2022: $94,291Net Income 2022: $5642022Revenue 2023: $124,556Expenses 2023: $137,304Net Income 2023: -$12,7482023Revenue 2024: $91,419Expenses 2024: $80,537Net Income 2024: $10,8822024Revenue 2025: $142,878Expenses 2025: $255,956Net Income 2025: -$113,0782025

Highlighted filing

2018

Revenue$114,154
Expenses$98,313
Net Income$15,841
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 29, 2018
Return Version
2017v2.3
Gross Receipts
$114,154
Mission and Program Overview

Mission

Promote the fellowship of its members.

Program Services

DescriptionGrantsExpenses
OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 129 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEANA MERCADOScribePT$0--
AUDREY CARBALLOFormer ArchonPT$0--
NATALIA PASQUARIELLOFormer Vice ArchonPT$0--
CARLA OTEROFormer BursarPT$0--
KAMILA FERNANDEZArchonPT$0--
JEANINE SHRAIMVice ArchonPT$0--
MARIAM FOUDABursarPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Sigma Sigma Inc - Delta Kappa
EIN
65-0214026
Phone
4107991224
Address
8178 LARK BROWN ROAD NO 202, ELKRIDGE, MD 21075-6426

Signing Officer

Name
Wendy Lau
Title
Grand Vice Archon - Finance
Phone
4107991224
Signed
2018-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Mcm Cpas & Advisors Llp
Address
6840 EAGLE HIGHLANDS WAY, INDIANAPOLIS, IN 46254
Preparer
Rebekah Payne CPA
Phone
3173475200
Supplemental Narrative

Additional Explanations

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

Description: investment income . Amount: 7,688.

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

Description: other income . Amount: 9,901.

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

Activity classification: . Grantee name: phi sigma sigma foundation. Grantee address: 8178 lark brown road, ste 202 elkridge, md 21075-6426. Date of gift: 06/30/18. Amount given: 7,040.

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

Activity classification: . Grantee name: janelle's wishing well charitable foundation, grantee name: janelle's wishing well charitable foundation,. Grantee address: 4581 weston rd, ste 324 weston, fl 33331. Date of gift: 06/30/18. Amount given: 9,000. Total included on form 990-ez, line 10: 16,040.

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

Description: cra hq fees/expenses . Amount: 606. Description: miscellaneous . Amount: 2,122. Description: credit card fees . Amount: 3,129. Description: social events . Amount: 26,781. Description: recruitment . Amount: 40,185. Description: fraternity dues & fees . Amount: 2,540. Description: administrative expenses . Amount: 5,276. Description: philanthropy . Amount: 1,401. Description: scholarship program . Amount: 35. Description: insignia & jewelry. Amount: 198. Total to form 990-ez, line 16: 82,273.

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

Description: unrealized gain/loss . Amount: 69. Description: restatement of prior period cash balance. Amount: 10,308. Total to form 990-ez, line 20: 10,377.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid card funds . Beg. Of year amount: 0. End of year amount: 867.

Raw XML Appendix154 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/PersonNm0WENDY LAU
IRS990EZ/BooksInCareOfDetail/PhoneNum04107991224
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08178 LARK BROWN ROAD STE 202
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELKRIDGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0210756426
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt094328
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0119679
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt024860
IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00942
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt07688
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt067525
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt094328
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0120546
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEANA MERCADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AUDREY CARBALLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NATALIA PASQUARIELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CARLA OTERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAMILA FERNANDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEANINE SHRAIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARIAM FOUDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SCRIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FORMER ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FORMER VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FORMER BURSAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BURSAR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationFiled990TInd01
IRS990EZ/OrganizationHadUBIInd01
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0867
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IRS990EZ/OtherExpensesTotalAmt082273
IRS990EZ/OtherRevenueTotalAmt09901
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE FELLOWSHIP OF ITS MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt04180
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 129 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt098313
IRS990EZ/TotalRevenueAmt0114154
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME . AMOUNT: 7,688.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER INCOME . AMOUNT: 9,901.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: PHI SIGMA SIGMA FOUNDATION. GRANTEE ADDRESS: 8178 LARK BROWN ROAD, STE 202 ELKRIDGE, MD 21075-6426. DATE OF GIFT: 06/30/18. AMOUNT GIVEN: 7,040.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: JANELLE'S WISHING WELL CHARITABLE FOUNDATION, GRANTEE NAME: JANELLE'S WISHING WELL CHARITABLE FOUNDATION,. GRANTEE ADDRESS: 4581 WESTON RD, STE 324 WESTON, FL 33331. DATE OF GIFT: 06/30/18. AMOUNT GIVEN: 9,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 16,040.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: CRA HQ FEES/EXPENSES . AMOUNT: 606. DESCRIPTION: MISCELLANEOUS . AMOUNT: 2,122. DESCRIPTION: CREDIT CARD FEES . AMOUNT: 3,129. DESCRIPTION: SOCIAL EVENTS . AMOUNT: 26,781. DESCRIPTION: RECRUITMENT . AMOUNT: 40,185. DESCRIPTION: FRATERNITY DUES & FEES . AMOUNT: 2,540. DESCRIPTION: ADMINISTRATIVE EXPENSES . AMOUNT: 5,276. DESCRIPTION: PHILANTHROPY . AMOUNT: 1,401. DESCRIPTION: SCHOLARSHIP PROGRAM . AMOUNT: 35. DESCRIPTION: INSIGNIA & JEWELRY. AMOUNT: 198. TOTAL TO FORM 990-EZ, LINE 16: 82,273.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: UNREALIZED GAIN/LOSS . AMOUNT: 69. DESCRIPTION: RESTATEMENT OF PRIOR PERIOD CASH BALANCE. AMOUNT: 10,308. TOTAL TO FORM 990-EZ, LINE 20: 10,377.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: PREPAID CARD FUNDS . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 867.
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 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART II, LINE 24 - OTHER 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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY LAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRAND VICE ARCHON - FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107991224
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI SIGMA SIGMA INC - DELTA KAPPA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIS
ReturnHeader/Filer/EIN0650214026
ReturnHeader/Filer/PhoneNum04107991224
ReturnHeader/Filer/USAddress/AddressLine1Txt08178 LARK BROWN ROAD NO 202
ReturnHeader/Filer/USAddress/CityNm0ELKRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0210756426
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0976E1D68BD883E0ED846D11F89548F3E54138385
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A82644DF81956D47F138AA72EEE61B1B57B02757
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.135.99.226
ReturnHeader/FilingSecurityInformation/IPDt02018-10-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:12:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271235638
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCM CPAS & ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06840 EAGLE HIGHLANDS WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046254
ReturnHeader/PreparerPersonGrp/PhoneNum03173475200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBEKAH PAYNE CPA
ReturnHeader/ReturnTs02018-11-12T10:27:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.43$2.56$1.13
2024Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.91$0.81$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$1.25$1.37$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.95$0.94$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.37$0.50$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.94$0.84$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$1.06$0.82$0.24
2018Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$1.14$0.98$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.94$1.12$1.25$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.00$1.00$1.78$1.75$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$2.16$1.93$0.22
2014Summary only. Only limited summary data is available for this year.$0.79$0.00$1.59$1.57$0.02
2013Summary only. Only limited summary data is available for this year.$0.73$0.00$1.54$1.48$0.06
2012Summary only. Only limited summary data is available for this year.$0.63$0.00$1.21$1.07$0.14
2011Summary only. Only limited summary data is available for this year.$0.50$0.00$1.22$1.13$0.09