Civic Intelligence

Phi Sigma Sigma Inc - Theta Chi Chapter

990EZ • Fiscal year 2023 • EIN 91-1908682

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 30, 2024

1213 Liberty Rd 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

54th percentile

0.00x

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

54th percentile

0.00x

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

21st percentile

-11%

Higher net margin than 21% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

17th percentile

-18%

Faster asset growth than 17% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2023

Revenue Growth

94th percentile

94%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2023

Assets

Down

$33,779

Down $16,497 (-33%) from 2021

Net Assets

Down

$33,779

Down $16,497 (-33%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$49,894

Up $36,662 (+277%) from 2021

Expenses

Up

$55,258

Up $26,347 (+91%) from 2021

Net Income

Up

-$5,364

Up $10,315 (+66%) from 2021

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: $32,498Liabilities 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

2023

Assets$33,779
Liabilities$0
Net Assets$33,779

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 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

2023

Revenue$49,894
Expenses$55,258
Net Income-$5,364
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 30, 2024
Return Version
2022v5.0
Gross Receipts
$49,894
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 39 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIANNA PALACIOSFormer ArchonPT$0--
DEANNIE CHOISELATFormer Vice ArchonPT$0--
VALERIE GONZALEZFormer BursarPT$0--
AINSLEY INGELSScribePT$0--
MIAH VILLARFormer ScribePT$0--
EMILY PALMAFormer ScribePT$0--
KENDRA CARUTHArchonPT$0--
ABBY DAYVice ArchonPT$0--
CAITLIN FAYBursarPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Sigma Sigma Inc - Theta Chi
EIN
91-1908682
Phone
4107991224
Address
1213 LIBERTY RD J 335, ELDERSBURG, MD 21784

Signing Officer

Name
Jenny Bernard
Title
Grand Vice Archon - Finance
Phone
4107991224
Signed
2024-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
9229 DELEGATES ROW STE 250, INDIANAPOLIS, IN 46240
Preparer
Christine Keith CPA
Phone
3173475200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income. Amount: 523.

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

Description: cra hq fees/expenses. Amount: 1,451. Description: credit card fees. Amount: 1,751. Description: social events. Amount: 17,665. Description: recruitment. Amount: 16,569. Description: administrative expenses. Amount: 7,235. Description: scholarship program. Amount: 50. Description: insignia & jewelry. Amount: 6,257. Description: miscellaneous expenses. Amount: 357. Description: fraternity dues and fees. Amount: 640. Description: philanthropy. Amount: 3,283. Total to form 990-ez, line 16: 55,258.

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

Description: unrealized gain/loss. Amount: 1,192.

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

Description: prepaid card funds. Beg. Of year amount: 4,943. End of year amount: 330.

Raw XML Appendix156 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum04107991224
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELDERSBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
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IRS990EZ/GroupExemptionNum00942
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIANNA PALACIOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEANNIE CHOISELAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VALERIE GONZALEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AINSLEY INGELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MIAH VILLAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EMILY PALMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KENDRA CARUTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ABBY DAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CAITLIN FAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FORMER ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FORMER VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FORMER BURSAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SCRIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FORMER SCRIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FORMER SCRIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BURSAR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04943
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0330
IRS990EZ/OtherChangesInNetAssetsAmt01192
IRS990EZ/OtherExpensesTotalAmt055258
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE FELLOWSHIP OF ITS MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 39 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt055258
IRS990EZ/TotalRevenueAmt049894
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 523.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CRA HQ FEES/EXPENSES. AMOUNT: 1,451. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 1,751. DESCRIPTION: SOCIAL EVENTS. AMOUNT: 17,665. DESCRIPTION: RECRUITMENT. AMOUNT: 16,569. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 7,235. DESCRIPTION: SCHOLARSHIP PROGRAM. AMOUNT: 50. DESCRIPTION: INSIGNIA & JEWELRY. AMOUNT: 6,257. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 357. DESCRIPTION: FRATERNITY DUES AND FEES. AMOUNT: 640. DESCRIPTION: PHILANTHROPY. AMOUNT: 3,283. TOTAL TO FORM 990-EZ, LINE 16: 55,258.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN/LOSS. AMOUNT: 1,192.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PREPAID CARD FUNDS. BEG. OF YEAR AMOUNT: 4,943. END OF YEAR AMOUNT: 330.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
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
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY BERNARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRAND VICE ARCHON - FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107991224
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI SIGMA SIGMA INC - THETA CHI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0PHIS
ReturnHeader/Filer/EIN0911908682
ReturnHeader/Filer/PhoneNum04107991224
ReturnHeader/Filer/USAddress/AddressLine1Txt01213 LIBERTY RD J 335
ReturnHeader/Filer/USAddress/CityNm0ELDERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021784
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882730877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09229 DELEGATES ROW STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03173475200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE KEITH CPA
ReturnHeader/ReturnTs02024-01-30T15:10:56-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERNARD
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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
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