Civic Intelligence

Phi Sigma Sigma Inc - Zeta Delta Chapter

990EZ • Fiscal year 2019 • EIN 65-0276440

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 12, 2019

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.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

53rd percentile

0.00x

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Net Margin

86th percentile

22%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Asset Growth

90th percentile

45%

Faster asset growth than 90% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

68th percentile

8.1%

Faster revenue growth than 68% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$36,667

Up $11,355 (+45%) from 2018

Net Assets

Up

$36,667

Up $11,355 (+45%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$50,555

Up $3,790 (+8.1%) from 2018

Expenses

Down

$39,321

Down $7,588 (-16%) from 2018

Net Income

Up

$11,234

Up $11,378 (+7901%) from 2018

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $12,648Liabilities 2012: $02012Assets 2014: $18,019Liabilities 2014: $02014Assets 2015: $19,747Net Assets 2015: $19,7472015Assets 2016: $24,007Net Assets 2016: $24,0072016Assets 2017: $25,442Net Assets 2017: $25,4422017Assets 2018: $25,312Liabilities 2018: $0Net Assets 2018: $25,3122018Assets 2019: $36,667Liabilities 2019: $0Net Assets 2019: $36,6672019Assets 2023: $50,352Liabilities 2023: $0Net Assets 2023: $50,3522023Assets 2024: $59,650Liabilities 2024: $0Net Assets 2024: $59,6502024Assets 2025: $31,091Liabilities 2025: $0Net Assets 2025: $31,0912025

Highlighted filing

2019

Assets$36,667
Liabilities$0
Net Assets$36,667

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $53,203Expenses 2012: $40,491Net Income 2012: $12,7122012Revenue 2014: $50,490Expenses 2014: $45,783Net Income 2014: $4,7072014Revenue 2015: $61,795Expenses 2015: $59,745Net Income 2015: $2,0502015Revenue 2016: $80,315Expenses 2016: $75,671Net Income 2016: $4,6442016Revenue 2017: $65,277Expenses 2017: $65,966Net Income 2017: -$6892017Revenue 2018: $46,765Expenses 2018: $46,909Net Income 2018: -$1442018Revenue 2019: $50,555Expenses 2019: $39,321Net Income 2019: $11,2342019Revenue 2023: $54,679Expenses 2023: $65,248Net Income 2023: -$10,5692023Revenue 2024: $69,773Expenses 2024: $62,735Net Income 2024: $7,0382024Revenue 2025: $104,020Expenses 2025: $132,579Net Income 2025: -$28,5592025

Highlighted filing

2019

Revenue$50,555
Expenses$39,321
Net Income$11,234
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$50,555
Mission and Program Overview

Mission

Promote the fellowship of its members.

Program Services

DescriptionGrantsExpenses
OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 96 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAL INMANScribePT$0--
RYAN LUDWIGFormer ArchonPT$0--
KELLY BLACKWELLFormer BursarPT$0--
NICOLE JABLONSKIFormer ScribePT$0--
ALLISON COONArchonPT$0--
MICHELLE PORTNOYVice ArchonPT$0--
KRISTINA FELICIANOBursarPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Sigma Sigma Inc - Zeta Delta
EIN
65-0276440
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
2019-11-12
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: 792.

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

Description: other income. Amount: 824.

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: 06/30/19. Amount given: 4,308.

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

Description: cra hq fees/expenses. Amount: 662. Description: miscellaneous. Amount: 15,151. Description: credit card fees. Amount: 110. Description: social events. Amount: 7,774. Description: recruitment. Amount: 2,879. Description: fraternity dues & fees. Amount: 595. Description: administrative expenses. Amount: 565. Description: philanthropy. Amount: 3,070. Description: scholarship program. Amount: 94. Description: insignia & jewelry. Amount: 4,113. Total to form 990-ez, line 16: 35,013.

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

Description: unrealized gain/loss. Amount: 121.

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

Description: prepaid card funds. Beg. Of year amount: 709. End of year amount: 21.

Raw XML Appendix151 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
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/BOYAmt024603
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036646
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt08683
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt011234
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025312
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036667
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04308
IRS990EZ/GrossReceiptsAmt050555
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00942
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0792
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt038896
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025312
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036667
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025312
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036667
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MAL INMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RYAN LUDWIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLY BLACKWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICOLE JABLONSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALLISON COON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHELLE PORTNOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KRISTINA FELICIANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SCRIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FORMER ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FORMER BURSAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FORMER SCRIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BURSAR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0709
IRS990EZ/OtherAssetsTotalDetail/EOYAmt021
IRS990EZ/OtherChangesInNetAssetsAmt0121
IRS990EZ/OtherExpensesTotalAmt035013
IRS990EZ/OtherRevenueTotalAmt0824
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE FELLOWSHIP OF ITS MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt01360
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 96 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt039321
IRS990EZ/TotalRevenueAmt050555
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 792.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER INCOME. AMOUNT: 824.
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: 06/30/19. AMOUNT GIVEN: 4,308.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CRA HQ FEES/EXPENSES. AMOUNT: 662. DESCRIPTION: MISCELLANEOUS. AMOUNT: 15,151. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 110. DESCRIPTION: SOCIAL EVENTS. AMOUNT: 7,774. DESCRIPTION: RECRUITMENT. AMOUNT: 2,879. DESCRIPTION: FRATERNITY DUES & FEES. AMOUNT: 595. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 565. DESCRIPTION: PHILANTHROPY. AMOUNT: 3,070. DESCRIPTION: SCHOLARSHIP PROGRAM. AMOUNT: 94. DESCRIPTION: INSIGNIA & JEWELRY. AMOUNT: 4,113. TOTAL TO FORM 990-EZ, LINE 16: 35,013.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: UNREALIZED GAIN/LOSS. AMOUNT: 121.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: PREPAID CARD FUNDS. BEG. OF YEAR AMOUNT: 709. END OF YEAR AMOUNT: 21.
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 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 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/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY LAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRAND VICE ARCHON - FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107991224
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI SIGMA SIGMA INC - ZETA DELTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIS
ReturnHeader/Filer/EIN0650276440
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/AtSubmissionCreationDeviceId0C7D073BF57FFE043780227DC461E0DBEE1F1F1F6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C31332AC054E7A792237AD1AAFF259B0018E35B8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.135.99.226
ReturnHeader/FilingSecurityInformation/IPDt02019-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm012:34:52
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/ReturnTs02019-11-14T12:20:40-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings