Civic Intelligence

Phi Sigma Sigma Inc - Theta Chi Chapter

990EZ • Fiscal year 2017 • EIN 91-1908682

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 25, 2017

8178 Lark Brown RoadElkridge, MD 21075-6426

(410) 799-1224

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$32,498

Flat from 2017

Net Assets

$32,498

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Flat

$95,557

Flat from 2017

Expenses

Flat

$92,292

Flat from 2017

Net Income

Flat

$3,265

Flat from 2017

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $13,624Liabilities 2011: $02011Assets 2012: $16,469Liabilities 2012: $02012Assets 2013: $22,121Liabilities 2013: $02013Assets 2014: $22,674Liabilities 2014: $02014Assets 2015: $20,546Net Assets 2015: $20,5462015Assets 2016: $26,485Net Assets 2016: $26,4852016Assets 2017: $32,498Net Assets 2017: $32,4982017Assets 2017: $32,498Liabilities 2017: $02017Assets 2018: $36,034Liabilities 2018: $0Net Assets 2018: $36,0342018Assets 2019: $44,972Liabilities 2019: $0Net Assets 2019: $44,9722019Assets 2020: $61,198Liabilities 2020: $0Net Assets 2020: $61,1982020Assets 2021: $50,276Liabilities 2021: $0Net Assets 2021: $50,2762021Assets 2023: $33,779Liabilities 2023: $0Net Assets 2023: $33,7792023Assets 2024: $41,762Liabilities 2024: $0Net Assets 2024: $41,7622024Assets 2025: $13,509Liabilities 2025: $0Net Assets 2025: $13,5092025

Highlighted filing

2017

Assets$32,498
Liabilities-
Net Assets$32,498

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $61,277Expenses 2011: $66,915Net Income 2011: -$5,6382011Revenue 2012: $69,122Expenses 2012: $66,196Net Income 2012: $2,9262012Revenue 2013: $80,227Expenses 2013: $75,608Net Income 2013: $4,6192013Revenue 2014: $98,267Expenses 2014: $97,776Net Income 2014: $4912014Revenue 2015: $94,507Expenses 2015: $96,161Net Income 2015: -$1,6542015Revenue 2016: $99,837Expenses 2016: $93,338Net Income 2016: $6,4992016Revenue 2017: $95,557Expenses 2017: $92,292Net Income 2017: $3,2652017Revenue 2017: $95,557Expenses 2017: $92,292Net Income 2017: $3,2652017Revenue 2018: $72,482Expenses 2018: $69,201Net Income 2018: $3,2812018Revenue 2019: $67,700Expenses 2019: $58,933Net Income 2019: $8,7672019Revenue 2020: $55,183Expenses 2020: $39,914Net Income 2020: $15,2692020Revenue 2021: $13,232Expenses 2021: $28,911Net Income 2021: -$15,6792021Revenue 2023: $49,894Expenses 2023: $55,258Net Income 2023: -$5,3642023Revenue 2024: $57,224Expenses 2024: $52,195Net Income 2024: $5,0292024Revenue 2025: $64,794Expenses 2025: $93,047Net Income 2025: -$28,2532025

Highlighted filing

2017

Revenue$95,557
Expenses$92,292
Net Income$3,265
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 25, 2017
Return Version
2016v3.0
Gross Receipts
$95,557
Mission and Program Overview

Mission

Promote the fellowship of members.

Program Services

DescriptionGrantsExpenses
OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 74 MEMBERS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHLEY NOVOBursarPT$0--
TAWNI SAIZArchonPT$0--
DOMINIQUE VALENZUELAScribePT$0--
MARA LOBERGVice ArchonPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Sigma Sigma Inc - Theta Chi Chapter
EIN
91-1908682
Phone
4107991224
Address
8178 LARK BROWN ROAD, ELKRIDGE, MD 21075-6426

Signing Officer

Name
Wendy Lau
Title
Grand Vice Archon - Finance
Phone
4107991224
Signed
2017-10-25
Discuss with paid preparer
Yes

Preparer

Firm
John Zimitski CPA
Address
527 S 27TH ST, PHILADELPHIA, PA 19146-1012
Preparer
John Zimitski
Phone
2154988427
Supplemental Narrative

Additional Explanations

Other

See attached supplemental schedule.

Form 990EZ, Part I, Line 16

BANK CHARGES 1652.

Form 990EZ, Part I, Line 16

INVESTMENT FEES 145.

Form 990EZ, Part I, Line 20

Unrealized gain on chapter reserve account 1828.

Form 990EZ, Part I, Line 20

Deposit to chapter reserve account 920.

Form 990EZ, Part II, Line 24

Chapter reserve account 18713. 21681.

Raw XML Appendix128 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt086314
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/BOYAmt07772
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010817
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03265
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02971
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026485
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032498
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt095557
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00942
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0364
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt095193
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026485
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032498
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026485
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032498
IRS990EZ/OccupancyRentUtltsAndMaintAmt0360
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ASHLEY NOVO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TAWNI SAIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DOMINIQUE VALENZUELA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARA LOBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BURSAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SCRIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE ARCHON
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt018713
IRS990EZ/OtherAssetsTotalDetail/EOYAmt021681
IRS990EZ/OtherChangesInNetAssetsAmt02748
IRS990EZ/OtherExpensesTotalAmt01797
IRS990EZ/PrimaryExemptPurposeTxt0Promote the fellowship of members.
IRS990EZ/PrintingPublicationsPostageAmt0850
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 74 MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt092292
IRS990EZ/TotalRevenueAmt095557
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE ATTACHED SUPPLEMENTAL SCHEDULE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK CHARGES 1652.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVESTMENT FEES 145.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAIN ON CHAPTER RESERVE ACCOUNT 1828.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DEPOSIT TO CHAPTER RESERVE ACCOUNT 920.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHAPTER RESERVE ACCOUNT 18713. 21681.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY LAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRAND VICE ARCHON - FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107991224
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI SIGMA SIGMA INC - THETA CHI CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIS
ReturnHeader/Filer/EIN0911908682
ReturnHeader/Filer/PhoneNum04107991224
ReturnHeader/Filer/USAddress/AddressLine1Txt08178 LARK BROWN ROAD
ReturnHeader/Filer/USAddress/CityNm0ELKRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0210756426
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04B4949734CE0667697E1B477B8ABE5E118BC6403
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04B4949734CE0667697E1B477B8ABE5E118BC6403
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.81.123.232
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:27:20
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN ZIMITSKI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0527 S 27TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0191461012
ReturnHeader/PreparerPersonGrp/PhoneNum02154988427
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN ZIMITSKI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-13T18:27:35-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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.$13.5$0.00$13.5$64.8$93.0$28.3
2024Detailed filing. Detailed filing data is available for this year.$41.8$0.00$41.8$57.2$52.2$5.03
2023Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$49.9$55.3$5.36
2021Detailed filing. Detailed filing data is available for this year.$50.3$0.00$50.3$13.2$28.9$15.7
2020Detailed filing. Detailed filing data is available for this year.$61.2$0.00$61.2$55.2$39.9$15.3
2019Detailed filing. Detailed filing data is available for this year.$45.0$0.00$45.0$67.7$58.9$8.77
2018Detailed filing. Detailed filing data is available for this year.$36.0$0.00$36.0$72.5$69.2$3.28
2017Detailed filing. Detailed filing data is available for this year.$32.5$32.5$95.6$92.3$3.27
2017Summary only. Only limited summary data is available for this year.$32.5$0.00$95.6$92.3$3.27
2016Detailed filing. Detailed filing data is available for this year.$26.5$26.5$99.8$93.3$6.50
2015Detailed filing. Detailed filing data is available for this year.$20.5$20.5$94.5$96.2$1.65
2014Summary only. Only limited summary data is available for this year.$22.7$0.00$98.3$97.8$0.49
2013Summary only. Only limited summary data is available for this year.$22.1$0.00$80.2$75.6$4.62
2012Summary only. Only limited summary data is available for this year.$16.5$0.00$69.1$66.2$2.93
2011Summary only. Only limited summary data is available for this year.$13.6$0.00$61.3$66.9$5.64