Civic Intelligence

Iota Upsilon Chapter at University of New Hampshire

990EZ • Fiscal year 2021 • EIN 81-4244544

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 09, 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

5th percentile

-104%

Higher net margin than 5% 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

4th percentile

-58%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

3rd percentile

-89%

Faster revenue growth than 3% of similar nonprofits.

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

Assets

Down

$17,296

Down $24,217 (-58%) from 2020

Net Assets

Down

$17,296

Down $24,217 (-58%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$23,272

Down $189,173 (-89%) from 2020

Expenses

Down

$47,489

Down $141,389 (-75%) from 2020

Net Income

Down

-$24,217

Down $47,784 (-203%) from 2020

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2017: $76,697Liabilities 2017: $02017Assets 2018: $39,498Liabilities 2018: $0Net Assets 2018: $39,4982018Assets 2019: $17,946Liabilities 2019: $0Net Assets 2019: $17,9462019Assets 2020: $41,513Liabilities 2020: $0Net Assets 2020: $41,5132020Assets 2021: $17,296Liabilities 2021: $0Net Assets 2021: $17,2962021Assets 2022: $11,835Liabilities 2022: $0Net Assets 2022: $11,8352022Assets 2023: $17,640Liabilities 2023: $0Net Assets 2023: $17,6402023Assets 2024: $20,615Liabilities 2024: $0Net Assets 2024: $20,6152024Assets 2025: $67,378Liabilities 2025: $0Net Assets 2025: $67,3782025

Highlighted filing

2021

Assets$17,296
Liabilities$0
Net Assets$17,296

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2017: $161,070Expenses 2017: $84,373Net Income 2017: $76,6972017Revenue 2018: $222,340Expenses 2018: $259,539Net Income 2018: -$37,1992018Revenue 2019: $226,132Expenses 2019: $247,684Net Income 2019: -$21,5522019Revenue 2020: $212,445Expenses 2020: $188,878Net Income 2020: $23,5672020Revenue 2021: $23,272Expenses 2021: $47,489Net Income 2021: -$24,2172021Revenue 2022: $187,785Expenses 2022: $193,246Net Income 2022: -$5,4612022Revenue 2023: $145,971Expenses 2023: $140,166Net Income 2023: $5,8052023Revenue 2024: $146,226Expenses 2024: $143,251Net Income 2024: $2,9752024Revenue 2025: $245,235Expenses 2025: $198,472Net Income 2025: $46,7632025

Highlighted filing

2021

Revenue$23,272
Expenses$47,489
Net Income-$24,217
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$23,272
Mission and Program Overview

Mission

Promote the fellowship of members.

Promote the fellowship of its members.

Program Services

DescriptionGrantsExpenses
OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 134 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIDGET CONWAYScribePT$0--
EMMA ZUPOFormer ArchonPT$0--
EMILY JOHNSONFormer Vice ArchonPT$0--
BECCA BAHLERTFormer BursarPT$0--
EMMA BATTISTELLIFormer ScribePT$0--
HANNA MANCAArchonPT$0--
KATE PORTERVice ArchonPT$0--
SYDNEY WEISENSEEBursarPT$0--
Filing and Contact Details

Filer

Filer Name
Iota Upsilon Chapter at University of
EIN
81-4244544
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
2021-11-09
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: miscellaneous income. Amount: 11,777. Description: jewelry sales. Amount: 2. Total to form 990-ez, line 8: 11,779.

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

Activity classification: . Grantee name: phi sigma sigma foundation. Grantee address: 1213 liberty road j#335 eldersburg, md 21784. Amount given: 8,586.

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

Description: credit card fees. Amount: 420. Description: recruitment. Amount: 3,546. Description: fraternity dues & fees. Amount: 5,742. Description: parlor fees. Amount: 300. Description: administrative expenses. Amount: 116. Description: philanthropy. Amount: 3,771. Description: insignia & jewelry. Amount: 372. Description: covid 19 refunds. Amount: 24,636. Total to form 990-ez, line 16: 38,903.

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

Description: prepaid card funds. Beg. Of year amount: 5,180. End of year amount: 18.

Raw XML Appendix149 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/BusinessName/BusinessNameLine1Txt0WENDY 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/BOYAmt036333
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017278
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-24217
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041513
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017296
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08586
IRS990EZ/GrossReceiptsAmt023272
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00942
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt010361
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041513
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017296
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041513
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017296
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/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIDGET CONWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EMMA ZUPO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EMILY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BECCA BAHLERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EMMA BATTISTELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HANNA MANCA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATE PORTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SYDNEY WEISENSEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SCRIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FORMER ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FORMER VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FORMER BURSAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FORMER SCRIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BURSAR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05180
IRS990EZ/OtherAssetsTotalDetail/EOYAmt018
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt038903
IRS990EZ/OtherRevenueTotalAmt011779
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE FELLOWSHIP OF ITS MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt01132
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 134 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt047489
IRS990EZ/TotalRevenueAmt023272
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 11,777. DESCRIPTION: JEWELRY SALES. AMOUNT: 2. TOTAL TO FORM 990-EZ, LINE 8: 11,779.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: PHI SIGMA SIGMA FOUNDATION. GRANTEE ADDRESS: 1213 LIBERTY ROAD J#335 ELDERSBURG, MD 21784. AMOUNT GIVEN: 8,586.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CREDIT CARD FEES. AMOUNT: 420. DESCRIPTION: RECRUITMENT. AMOUNT: 3,546. DESCRIPTION: FRATERNITY DUES & FEES. AMOUNT: 5,742. DESCRIPTION: PARLOR FEES. AMOUNT: 300. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 116. DESCRIPTION: PHILANTHROPY. AMOUNT: 3,771. DESCRIPTION: INSIGNIA & JEWELRY. AMOUNT: 372. DESCRIPTION: COVID 19 REFUNDS. AMOUNT: 24,636. TOTAL TO FORM 990-EZ, LINE 16: 38,903.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PREPAID CARD FUNDS. BEG. OF YEAR AMOUNT: 5,180. END OF YEAR AMOUNT: 18.
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 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
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/SignatureDt02021-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IOTA UPSILON CHAPTER AT UNIVERSITY OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NEW HAMPSHIRE
ReturnHeader/Filer/BusinessNameControlTxt0IOTA
ReturnHeader/Filer/EIN0814244544
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/ReturnTs02021-11-09T13:28:39-06:00
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