Civic Intelligence

Phi Sigma Sigma Inc - Theta Chi Chapter

990EZ • Fiscal year 2019 • EIN 91-1908682

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 07, 2019

8178 Lark Brown Road No 202Elkridge, MD 21075-6426

(410) 799-1224

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

53rd percentile

0.00x

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Net Margin

75th percentile

13%

Higher net margin than 75% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Asset Growth

84th percentile

25%

Faster asset growth than 84% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

33rd percentile

-6.6%

Faster revenue growth than 33% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$44,972

Up $8,938 (+25%) from 2018

Net Assets

Up

$44,972

Up $8,938 (+25%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$67,700

Down $4,782 (-6.6%) from 2018

Expenses

Down

$58,933

Down $10,268 (-15%) from 2018

Net Income

Up

$8,767

Up $5,486 (+167%) from 2018

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

2019

Assets$44,972
Liabilities$0
Net Assets$44,972

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

2019

Revenue$67,700
Expenses$58,933
Net Income$8,767
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 7, 2019
Return Version
2018v3.1
Gross Receipts
$67,700
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 63 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIFFANY TOBERERScribePT$0--
INNES MCFARLANEFormer ArchonPT$0--
HILLARY AVALOSFormer Vice ArchonPT$0--
TAYLOR THOMPSONFormer BursarPT$0--
KIMBERLY ARVIZOFormer ScribePT$0--
SABRINA MARQUESArchonPT$0--
SIERRA HARBAUGHBursarPT$0--
Filing and Contact Details

Filer

Filer Name
Phi Sigma Sigma Inc - Theta Chi
EIN
91-1908682
Phone
4107991224
Address
8178 LARK BROWN ROAD NO 202, ELKRIDGE, MD 21075-6426

Signing Officer

Name
Wendy Lau
Title
Grand Vice Archon - Finance
Phone
4107991224
Signed
2019-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Mcm Cpas & Advisors Llp
Address
6840 EAGLE HIGHLANDS WAY, INDIANAPOLIS, IN 46254
Preparer
Rebekah Payne CPA
Phone
3173475200
Supplemental Narrative

Additional Explanations

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

Description: investment income. Amount: 1,116.

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

Description: jewelry sales. Amount: 3,218.

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

Activity classification: . Grantee name: phi sigma sigma foundation. Grantee address: 8178 lark brown road, ste 202 elkridge, md 21075-6426. Date of gift: 06/30/19. Amount given: 5,281.

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

Description: cra hq fees/expenses. Amount: 234. Description: miscellaneous. Amount: 409. Description: credit card fees. Amount: 1,647. Description: social events. Amount: 15,453. Description: recruitment. Amount: 16,807. Description: fraternity dues & fees. Amount: 2,754. Description: administrative expenses. Amount: 4,342. Description: philanthropy. Amount: 1,211. Description: scholarship program. Amount: 11. Description: insignia & jewelry. Amount: 10,784. Total to form 990-ez, line 16: 53,652.

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

Description: unrealized gain/loss. Amount: 171.

Raw XML Appendix148 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/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/BOYAmt036034
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044972
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt04207
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt08767
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036034
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044972
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05281
IRS990EZ/GrossReceiptsAmt067700
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00942
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01116
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt057888
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036034
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044972
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036034
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044972
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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TIFFANY TOBERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1INNES MCFARLANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HILLARY AVALOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TAYLOR THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIMBERLY ARVIZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SABRINA MARQUES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SIERRA HARBAUGH
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/TitleTxt6BURSAR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationFiled990TInd01
IRS990EZ/OrganizationHadUBIInd01
IRS990EZ/OtherChangesInNetAssetsAmt0171
IRS990EZ/OtherExpensesTotalAmt053652
IRS990EZ/OtherRevenueTotalAmt03218
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE FELLOWSHIP OF ITS MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt01271
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 63 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt058933
IRS990EZ/TotalRevenueAmt067700
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 1,116.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: JEWELRY SALES. AMOUNT: 3,218.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: PHI SIGMA SIGMA FOUNDATION. GRANTEE ADDRESS: 8178 LARK BROWN ROAD, STE 202 ELKRIDGE, MD 21075-6426. DATE OF GIFT: 06/30/19. AMOUNT GIVEN: 5,281.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CRA HQ FEES/EXPENSES. AMOUNT: 234. DESCRIPTION: MISCELLANEOUS. AMOUNT: 409. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 1,647. DESCRIPTION: SOCIAL EVENTS. AMOUNT: 15,453. DESCRIPTION: RECRUITMENT. AMOUNT: 16,807. DESCRIPTION: FRATERNITY DUES & FEES. AMOUNT: 2,754. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 4,342. DESCRIPTION: PHILANTHROPY. AMOUNT: 1,211. DESCRIPTION: SCHOLARSHIP PROGRAM. AMOUNT: 11. DESCRIPTION: INSIGNIA & JEWELRY. AMOUNT: 10,784. TOTAL TO FORM 990-EZ, LINE 16: 53,652.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: UNREALIZED GAIN/LOSS. AMOUNT: 171.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
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 I, LINE 20 - OTHER CHANGES IN NET 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/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY LAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRAND VICE ARCHON - FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107991224
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-07
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/AddressLine1Txt08178 LARK BROWN ROAD NO 202
ReturnHeader/Filer/USAddress/CityNm0ELKRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0210756426
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId067DAC1B99E32D318DD57A575EC0E9142813B4AFE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B6981365FCD8429C154440BCE621D30762EB9AFD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.135.99.226
ReturnHeader/FilingSecurityInformation/IPDt02019-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:50:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271235638
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCM CPAS & ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06840 EAGLE HIGHLANDS WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046254
ReturnHeader/PreparerPersonGrp/PhoneNum03173475200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBEKAH PAYNE CPA
ReturnHeader/ReturnTs02019-11-15T07:45:35-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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