Civic Intelligence

Iota Tau Chapter of Phi Sigma Sigma at Miamiu

990EZ • Fiscal year 2021 • EIN 81-4231932

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 05, 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.00x

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

6th percentile

-76%

Higher net margin than 6% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

2nd percentile

-84%

Faster asset growth than 2% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-79%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$2,390

Down $12,473 (-84%) from 2020

Net Assets

Down

$2,390

Down $12,473 (-84%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$16,329

Down $62,192 (-79%) from 2020

Expenses

Down

$28,802

Down $45,604 (-61%) from 2020

Net Income

Down

-$12,473

Down $16,588 (-403%) from 2020

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

2021

Assets$2,390
Liabilities$0
Net Assets$2,390

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

2021

Revenue$16,329
Expenses$28,802
Net Income-$12,473
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 5, 2021
Return Version
2020v4.1
Gross Receipts
$16,329
Mission and Program Overview

Mission

Promote the fellowship of its members.

Program Services

DescriptionGrantsExpenses
OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 113 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATELYN ACHEVICHArchonPT$0--
KATHRYN CREEHANVice ArchonPT$0--
MACAYLA TEMPLEBursarPT$0--
ALEXIS FRANKLINScribePT$0--
MELANIE FALTYSFormer ArchonPT$0--
EMMA MELICHARFormer Vice ArchonPT$0--
MALLORY GRIMESFormer BursarPT$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
2021-11-05
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

Description: other income. Amount: 5,697. Description: jewelry sales. Amount: 445. Total to form 990-ez, line 8: 6,142.

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. Date of gift: 06/30/21. Amount given: 500.

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. Date of gift: 06/30/21. Amount given: 6,131. Total included on form 990-ez, line 10: 6,631.

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

Description: miscellaneous. Amount: 3,574. Description: social events. Amount: 3,028. Description: recruitment. Amount: 4,972. Description: fraternity dues & fees. Amount: 4,176. Description: administrative expenses. Amount: 4,555. Description: philanthropy. Amount: 1,375. Description: credit card fees. Amount: 491. Total to form 990-ez, line 16: 22,171.

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

Description: prepaid card funds. Beg. Of year amount: 0. End of year amount: 36.

Raw XML Appendix146 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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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
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IRS990EZ/ContributionsGiftsGrantsEtcAmt01854
IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-12473
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt06631
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00942
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt07259
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014863
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02390
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014863
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02390
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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATELYN ACHEVICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHRYN CREEHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MACAYLA TEMPLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALEXIS FRANKLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELANIE FALTYS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EMMA MELICHAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MALLORY GRIMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BURSAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SCRIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FORMER ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FORMER VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6FORMER BURSAR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt036
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt022171
IRS990EZ/OtherRevenueTotalAmt06142
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE FELLOWSHIP OF ITS MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt01074
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 113 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt028802
IRS990EZ/TotalRevenueAmt016329
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OTHER INCOME. AMOUNT: 5,697. DESCRIPTION: JEWELRY SALES. AMOUNT: 445. TOTAL TO FORM 990-EZ, LINE 8: 6,142.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: PHI SIGMA SIGMA FOUNDATION. GRANTEE ADDRESS: 1213 LIBERTY RD, STE J #335 ELDERSBURG, MD 21784. DATE OF GIFT: 06/30/21. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: PHI SIGMA SIGMA NATIONAL HOUSING CORPORATION. GRANTEE ADDRESS: 1213 LIBERTY RD, STE J #335 ELDERSBURG, MD 21784. DATE OF GIFT: 06/30/21. AMOUNT GIVEN: 6,131. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 6,631.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: MISCELLANEOUS. AMOUNT: 3,574. DESCRIPTION: SOCIAL EVENTS. AMOUNT: 3,028. DESCRIPTION: RECRUITMENT. AMOUNT: 4,972. DESCRIPTION: FRATERNITY DUES & FEES. AMOUNT: 4,176. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 4,555. DESCRIPTION: PHILANTHROPY. AMOUNT: 1,375. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 491. TOTAL TO FORM 990-EZ, LINE 16: 22,171.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: PREPAID CARD FUNDS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 36.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY LAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRAND VICE ARCHON - FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107991224
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-05
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/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/PreparerPersonNm0CHRISTINE KEITH CPA
ReturnHeader/ReturnTs02021-11-09T07:36:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WENDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAU
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings