Civic Intelligence

Iota Tau Chapter of Phi Sigma Sigma at Miamiu

990EZ • Fiscal year 2020 • EIN 81-4231932

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 05, 2020

1213 Liberty Rd No J 335Eldersburg, MD 21784

(410) 799-1224

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.00x

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Net Margin

55th percentile

5.2%

Higher net margin than 55% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

86th percentile

38%

Faster asset growth than 86% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

56th percentile

-10%

Faster revenue growth than 56% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$14,863

Up $4,115 (+38%) from 2019

Net Assets

$14,863

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$78,521

Down $9,189 (-10%) from 2019

Expenses

Down

$74,406

Down $18,269 (-20%) from 2019

Net Income

Up

$4,115

Up $9,080 (+183%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2016: $23,234Liabilities 2016: $02016Assets 2017: $1,144Liabilities 2017: $02017Assets 2018: $15,713Liabilities 2018: $02018Assets 2019: $10,748Liabilities 2019: $02019Assets 2020: $14,863Liabilities 2020: $0Net Assets 2020: $14,8632020Assets 2021: $2,390Liabilities 2021: $0Net Assets 2021: $2,3902021Assets 2022: $22,087Liabilities 2022: $0Net Assets 2022: $22,0872022Assets 2023: $12,780Liabilities 2023: $0Net Assets 2023: $12,7802023Assets 2024: $620Liabilities 2024: $0Net Assets 2024: $6202024Assets 2025: $46,827Liabilities 2025: $0Net Assets 2025: $46,8272025

Highlighted filing

2020

Assets$14,863
Liabilities$0
Net Assets$14,863

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2016: $43,144Expenses 2016: $19,910Net Income 2016: $23,2342016Revenue 2017: $118,750Expenses 2017: $140,840Net Income 2017: -$22,0902017Revenue 2018: $97,047Expenses 2018: $82,486Net Income 2018: $14,5612018Revenue 2019: $87,710Expenses 2019: $92,675Net Income 2019: -$4,9652019Revenue 2020: $78,521Expenses 2020: $74,406Net Income 2020: $4,1152020Revenue 2021: $16,329Expenses 2021: $28,802Net Income 2021: -$12,4732021Revenue 2022: $87,123Expenses 2022: $67,426Net Income 2022: $19,6972022Revenue 2023: $91,469Expenses 2023: $100,776Net Income 2023: -$9,3072023Revenue 2024: $80,492Expenses 2024: $92,652Net Income 2024: -$12,1602024Revenue 2025: $123,349Expenses 2025: $77,142Net Income 2025: $46,2072025

Highlighted filing

2020

Revenue$78,521
Expenses$74,406
Net Income$4,115
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 5, 2020
Return Version
2019v5.1
Gross Receipts
$78,521
Mission and Program Overview

Mission

Promote the fellowship of its members.

Program Services

DescriptionGrantsExpenses
OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 105 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL ZURILLAFormer ArchonPT$0--
CARMELLA BATEFormer Vice ArchonPT$0--
KATHRYN CREEHANScribePT$0--
MELANIE FALTYSArchonPT$0--
EMMA MELICHARVice ArchonPT$0--
MALLORY GRIMESBursarPT$0--
Filing and Contact Details

Filer

Filer Name
Iota Tau Chapter of Phi Sigma Sigma at
EIN
81-4231932
Phone
4107991224
Address
1213 LIBERTY RD NO J 335, ELDERSBURG, MD 21784

Signing Officer

Name
Wendy Lau
Title
Grand Vice Archon - Finance
Phone
4107991224
Signed
2020-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Mcm Cpas & Advisors Llp
Address
9229 DELEGATES ROW SUITE 250, INDIANAPOLIS, IN 46240
Preparer
Rebekah Payne CPA
Phone
3173475200
Supplemental Narrative

Additional Explanations

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

Description: other income. Amount: 4,032. Description: jewelry sales. Amount: 1,131. Total to form 990-ez, line 8: 5,163.

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

Activity classification: . Grantee name: phi sigma sigma foundation. Grantee address: 1213 liberty rd, ste j #335 eldersburg, md 21784. Amount given: 300.

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

Activity classification: . Grantee name: phi sigma sigma national housing corporation. Grantee address: 1213 liberty rd, ste j #335 eldersburg, md 21784. Amount given: 10,500. Total included on form 990-ez, line 10: 10,800.

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

Description: miscellaneous. Amount: 54. Description: social events. Amount: 3,820. Description: recruitment. Amount: 23,354. Description: fraternity dues & fees. Amount: 2,908. Description: parlor fees. Amount: 21,800. Description: administrative expenses. Amount: 4,197. Description: philanthropy. Amount: 399. Description: scholarship program. Amount: 850. Description: insignia & jewelry. Amount: 6,224. Total to form 990-ez, line 16: 63,606.

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

Description: prepaid card funds. Beg. Of year amount: 157. End of year amount: 0.

Raw XML Appendix143 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0WENDY LAU
IRS990EZ/BooksInCareOfDetail/PhoneNum04107991224
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01213 LIBERTY RD STE J 335
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELDERSBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021784
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010591
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014863
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0577
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt04115
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010748
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014863
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010800
IRS990EZ/GrossReceiptsAmt078521
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00942
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt049777
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010748
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014863
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010748
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014863
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/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RACHEL ZURILLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARMELLA BATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHRYN CREEHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELANIE FALTYS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EMMA MELICHAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MALLORY GRIMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FORMER ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FORMER VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SCRIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BURSAR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0157
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt063606
IRS990EZ/OtherRevenueTotalAmt05163
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE FELLOWSHIP OF ITS MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt023004
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 105 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt074406
IRS990EZ/TotalRevenueAmt078521
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OTHER INCOME. AMOUNT: 4,032. DESCRIPTION: JEWELRY SALES. AMOUNT: 1,131. TOTAL TO FORM 990-EZ, LINE 8: 5,163.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: PHI SIGMA SIGMA FOUNDATION. GRANTEE ADDRESS: 1213 LIBERTY RD, STE J #335 ELDERSBURG, MD 21784. AMOUNT GIVEN: 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: PHI SIGMA SIGMA NATIONAL HOUSING CORPORATION. GRANTEE ADDRESS: 1213 LIBERTY RD, STE J #335 ELDERSBURG, MD 21784. AMOUNT GIVEN: 10,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 10,800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: MISCELLANEOUS. AMOUNT: 54. DESCRIPTION: SOCIAL EVENTS. AMOUNT: 3,820. DESCRIPTION: RECRUITMENT. AMOUNT: 23,354. DESCRIPTION: FRATERNITY DUES & FEES. AMOUNT: 2,908. DESCRIPTION: PARLOR FEES. AMOUNT: 21,800. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 4,197. DESCRIPTION: PHILANTHROPY. AMOUNT: 399. DESCRIPTION: SCHOLARSHIP PROGRAM. AMOUNT: 850. DESCRIPTION: INSIGNIA & JEWELRY. AMOUNT: 6,224. TOTAL TO FORM 990-EZ, LINE 16: 63,606.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: PREPAID CARD FUNDS. BEG. OF YEAR AMOUNT: 157. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
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 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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY LAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRAND VICE ARCHON - FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107991224
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IOTA TAU CHAPTER OF PHI SIGMA SIGMA AT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MIAMIU
ReturnHeader/Filer/BusinessNameControlTxt0IOTA
ReturnHeader/Filer/EIN0814231932
ReturnHeader/Filer/PhoneNum04107991224
ReturnHeader/Filer/USAddress/AddressLine1Txt01213 LIBERTY RD NO J 335
ReturnHeader/Filer/USAddress/CityNm0ELDERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021784
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0266851D94B6855FA784BD94133BDD008F0E355EB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BE8E94C025C46DAA2232A80A473E80B0CC3532C5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.135.99.226
ReturnHeader/FilingSecurityInformation/IPDt02020-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:35:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271235638
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCM CPAS & ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09229 DELEGATES ROW SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03173475200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBEKAH PAYNE CPA
ReturnHeader/ReturnTs02020-11-10T09:42:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings