PHI SIGMA PI NATIONAL HONOR FRATERNITY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PHI SIGMA PI NATIONAL HONOR FRATERNITY (EIN 23-6393069)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-07
IRS object ID
202641279349302194
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-07T11:46:25-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232108173PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RKL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13501 CONCORD ROAD STE 250AddressLine1Txt
CityYORKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17402ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236393069EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PHI SIGMA PI NATIONAL HONOR FRATERNITYBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPHISBusinessNameControlTxt
Phone7172994710PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12119 AMBASSADOR CIRCLEAddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17603ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonADRIENNE FREELANDPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7172994710PhoneNum
Signature2026-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS L BERMAN CPAPreparerPersonNm
PTINP01269555PTIN
Phone7178433804PhoneNum
Preparation2026-05-05PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerADRIENNE FREELANDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12119 AMBASSADOR CIRCLEAddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17603ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,518,068GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PHISIGMAPI.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1916FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTO BRING TOGETHER SOME OF THE BRIGHTEST AND MOST MOTIVATED STUDENTS ON CAMPUS AND WORK TOGETHER IN A SPIRIT OF EXCELLENCEActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee11TotalEmployeeCnt
Total Volunteers200TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$51,788PYContributionsGrantsAmt
CY Contributions Grants$85,757CYContributionsGrantsAmt
PY Program Service Revenue$1,472,598PYProgramServiceRevenueAmt
CY Program Service Revenue$1,348,701CYProgramServiceRevenueAmt
PY Investment Income$14,610PYInvestmentIncomeAmt
CY Investment Income$14,797CYInvestmentIncomeAmt
PY Other Revenue$15,119PYOtherRevenueAmt
CY Other Revenue$68,813CYOtherRevenueAmt
PY Total Revenue$1,554,115PYTotalRevenueAmt
CY Total Revenue$1,518,068CYTotalRevenueAmt
PY Grants And Similar Paid$2,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$690,437PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$727,398CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$16,119CYTotalFundraisingExpenseAmt
PY Other Expenses$763,561PYOtherExpensesAmt
CY Other Expenses$884,569CYOtherExpensesAmt
PY Total Expenses$1,455,998PYTotalExpensesAmt
CY Total Expenses$1,614,967CYTotalExpensesAmt
PY Revenues Less Expenses$98,117PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$96,899CYRevenuesLessExpensesAmt
Total Assets BOY$3,315,686TotalAssetsBOYAmt
Total Assets EOY$3,273,342TotalAssetsEOYAmt
Total Liabilities BOY$566,313TotalLiabilitiesBOYAmt
Total Liabilities EOY$592,623TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,749,373NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,680,719NetAssetsOrFundBalancesEOYAmt
MissionTO BRING TOGETHER SOME OF THE BRIGHTEST AND MOST MOTIVATED STUDENTS ON CAMPUS AND WORK TOGETHER IN A SPIRIT OF EXCELLENCEMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,486,013ExpenseAmt
Grant$3,000GrantAmt
Revenue$1,348,701RevenueAmt
DescTO PROMOTE EDUCATIONAL ADVANCEMENT THROUGH MEETING WITH PROMINENT PERSONS AND DISCUSSING EDUCATIONAL PROBLEMS DIRECTING A WIDER INTEREST IN LITERATURE CONCERNING CHOSEN FIELDS OF STUDY OF THE COLLEGE STUDENTS.Desc
Total Program Service Expenses$1,486,013TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document16IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee11EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADRIENNE FREELANDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7172994710PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12119 AMBASSADOR CIRCLEAddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17603ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BRIAN CHRISTIANSEN
NATIONAL PRESIDENT7.000.00Yes (X)Yes (X)$0$0$0
ELIZABETH COSTANTINO
SENIOR VICE PRESIDENT7.000.00Yes (X)Yes (X)$0$0$0
KATHRYN MCCONNELL
NATIONAL SECRETARY7.000.00Yes (X)Yes (X)$0$0$0
REBECCA CHAMBERLAIN
VP FINANCE7.005.00Yes (X)Yes (X)$0$0$0
WYATT DAVIES
VP DEVELOPMENT7.000.00Yes (X)Yes (X)$0$0$0
ALESIA RICHARDSON
VP DEVELOPMENT7.000.00Yes (X)Yes (X)$0$0$0
STEPHEN CRISTIANO
VP DEVELOPMENT7.000.00Yes (X)Yes (X)$0$0$0
SUZANNE SCHAFFERUNTIL 61325
EXECUTIVE DIRECTOR45.000.00Yes (X)$165,070$0$13,530
ADRIENNE FREELANDSTART 61625
EXECUTIVE DIRECTOR35.0010.00Yes (X)$86,650$0$9,158
FieldValueIRS element (for citing)
Total Reportable Comp From Org$251,720TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$22,688TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$85,757AllOtherContributionsAmt
Total Contributions$85,757TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
IMP DUES611600$725,672$725,672
NATIONAL DUES611600$397,450$397,450
INITIATION FEES611600$137,332$137,332
CONVENTION REGISTRATIO611600$88,247$88,247
FieldValueIRS element (for citing)
Total Program Service Revenue$1,348,701TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,797TotalRevenueColumnAmt
Exclusion$14,797ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,158TotalRevenueColumnAmt
Exclusion$5,158ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
RECOVERY OF BAD DEBT900099$52,211$52,211
MISCELLANEOUS INCOME900099$11,444$11,444
FieldValueIRS element (for citing)
Other Revenue Total$63,655OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,518,068TotalRevenueColumnAmt
Related Or Exempt Func Income$1,348,701RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$83,610ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$3,000TotalAmt
Program Services$3,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$378,140TotalAmt
Program Services$347,889ProgramServicesAmt
Management And General$26,470ManagementAndGeneralAmt
Fundraising$3,781FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$212,103TotalAmt
Program Services$195,135ProgramServicesAmt
Management And General$14,847ManagementAndGeneralAmt
Fundraising$2,121FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$8,592TotalAmt
Program Services$7,905ProgramServicesAmt
Management And General$601ManagementAndGeneralAmt
Fundraising$86FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$47,066TotalAmt
Program Services$43,301ProgramServicesAmt
Management And General$3,294ManagementAndGeneralAmt
Fundraising$471FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$81,497TotalAmt
Program Services$74,977ProgramServicesAmt
Management And General$5,705ManagementAndGeneralAmt
Fundraising$815FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$77,616TotalAmt
Program Services$71,407ProgramServicesAmt
Management And General$5,433ManagementAndGeneralAmt
Fundraising$776FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$49,568TotalAmt
Program Services$45,602ProgramServicesAmt
Management And General$3,470ManagementAndGeneralAmt
Fundraising$496FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$233,479TotalAmt
Program Services$214,800ProgramServicesAmt
Management And General$16,344ManagementAndGeneralAmt
Fundraising$2,335FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,334TotalAmt
Program Services$2,149ProgramServicesAmt
Management And General$162ManagementAndGeneralAmt
Fundraising$23FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$72,547TotalAmt
Program Services$66,744ProgramServicesAmt
Management And General$5,078ManagementAndGeneralAmt
Fundraising$725FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$136,259TotalAmt
Program Services$125,358ProgramServicesAmt
Management And General$9,538ManagementAndGeneralAmt
Fundraising$1,363FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$105,335TotalAmt
Program Services$96,909ProgramServicesAmt
Management And General$7,373ManagementAndGeneralAmt
Fundraising$1,053FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$79,570TotalAmt
Program Services$73,204ProgramServicesAmt
Management And General$5,570ManagementAndGeneralAmt
Fundraising$796FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$19,922TotalAmt
Program Services$18,328ProgramServicesAmt
Management And General$1,395ManagementAndGeneralAmt
Fundraising$199FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$18,591TotalAmt
Program Services$17,104ProgramServicesAmt
Management And General$1,301ManagementAndGeneralAmt
Fundraising$186FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$46,761TotalAmt
Program Services$43,020ProgramServicesAmt
Management And General$3,273ManagementAndGeneralAmt
Fundraising$468FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MISCELLANEOUS$34,582$31,816$2,421$345
PROFESSIONAL DEVELOPMEN$8,005$7,365$560$80

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,614,967TotalAmt
Program Services$1,486,013ProgramServicesAmt
Management And General$112,835ManagementAndGeneralAmt
Fundraising$16,119FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$40,382BOYAmt
EOY$35,896EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$940,145BOYAmt
EOY$703,543EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$142,396BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$27,695BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$997,197LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$693,999LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$316,329BOYAmt
EOY$303,198EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,660,968BOYAmt
EOY$2,036,695EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$187,771BOYAmt
EOY$194,010EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,315,686BOYAmt
EOY$3,273,342EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$184,002BOYAmt
EOY$215,553EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$241,669BOYAmt
EOY$234,943EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$140,642BOYAmt
EOY$136,843EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$5,284EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$566,313BOYAmt
EOY$592,623EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,488,390BOYAmt
EOY$1,953,494EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$260,983BOYAmt
EOY$727,225EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,749,373BOYAmt
EOY$2,680,719EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,315,686BOYAmt
EOY$3,273,342EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$96,899ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$123,470NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$95,225PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$221,315CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$41,804CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,397CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51,788CurrentTaxYearMinus1YearAmt
Current Tax Year$85,757CurrentTaxYearAmt
Total$426,061TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,480,823CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,292,840CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,142,854CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,472,598CurrentTaxYearMinus1YearAmt
Current Tax Year$1,348,701CurrentTaxYearAmt
Total$6,737,816TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$11,208CurrentTaxYearMinus1YearAmt
Current Tax Year$11,444CurrentTaxYearAmt
Total$22,652TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,702,138CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,334,644CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,168,251CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,535,594CurrentTaxYearMinus1YearAmt
Current Tax Year$1,445,902CurrentTaxYearAmt
Total$7,186,529TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$7,186,529PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,937CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$55,412CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,193CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,521CurrentTaxYearMinus1YearAmt
Current Tax Year$19,955CurrentTaxYearAmt
Total$155,018TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,937CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$55,412CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,193CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,521CurrentTaxYearMinus1YearAmt
Current Tax Year$19,955CurrentTaxYearAmt
Total$155,018TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,733,075CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,390,056CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,198,444CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,554,115CurrentTaxYearMinus1YearAmt
Current Tax Year$1,465,857CurrentTaxYearAmt
Total$7,341,547TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97890PublicSupportCY509Pct
Public Support PY5090.97310PublicSupportPY509Pct
Investment Income CY0.02110InvestmentIncomeCYPct
Investment Income PY0.02690InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$142,109OtherCostOrOtherBasisAmt
Book Value$142,109BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$493,268OtherCostOrOtherBasisAmt
Depreciation$341,759DepreciationAmt
Book Value$151,509BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$361,820OtherCostOrOtherBasisAmt
Depreciation$352,240DepreciationAmt
Book Value$9,580BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$303,198TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
CONSTRUCTION IN PROGRESS$187,771
LEASE ASSET$6,239
FieldValueIRS element (for citing)
Total Book Value Other Assets$194,010TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLEASE LIABILITYDesc
Amt$5,284Amt
FieldValueIRS element (for citing)
Total Liability$5,284TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2022.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSUZANNE SCHAFFERUNTIL 61325PersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$165,070BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$4,820DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$8,710NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$178,600TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 1C:THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY.
FORM 990, PART VI, SECTION A, LINE 7AMEMBERS OF THE NATIONAL COUNCIL SHALL BE ELECTED BY MAJORITY OF THE VOTING MEMBERS OF THE GRAND CHAPTER AT THE REGULAR MEETING OF THE GRAND CHAPTER FOR A TERM OF TWO YEARS.
FORM 990, PART VI, SECTION B, LINE 11BTHE RETURN IS REVIEWED BY THE EXECUTIVE DIRECTOR WHO THEN PROVIDES A COPY TO THE BOARD FOR REVIEW BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CEMPLOYEES HAVE A CONTRACTUAL SEPARATION TO ADDRESS CONFLICTS OF INTEREST
FORM 990, PART VI, SECTION B, LINE 15ASALARY OF THE EXECUTIVE DIRECTOR IS AS FOLLOWS: EACH OF THE BOARD OF DIRECTORS AND STAFF MEMBERS ARE ASKED TO COMPLETE AN EVALUATION FORM REVIEWING THE PERFORMANCE OF THE E.D. THESE ARE SUBMITTED TO THE PERSONNEL CHAIR TO FORMULATE THE ANNUAL REVIEW OF THE E.D. THE E.D. IS ALSO REQUIRED TO SUBMIT GOALS ACCOMPLISHED AGAINST THE BOARD OF DIRECTORS OBJECTIVES. COMPARABILITY DATA IS CONSIDERED PERIODICALLY, BUT NOT ANNUALLY. THE PERSONNEL COMMITTEE (MADE UP OF THREE BOARD OF DIRECTORS) SETS THE EXECUTIVE DIRECTOR'S SALARY.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GGENERAL CONSULTING: PROGRAM SERVICE EXPENSES 214,800. MANAGEMENT AND GENERAL EXPENSES 16,344. FUNDRAISING EXPENSES 2,335. TOTAL EXPENSES 233,479.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION DOES HAVE A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1PHI SIGMA PI FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12119 AMBASSADOR CIRCLEAddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17603ZIPCd
FieldValueIRS element (for citing)
EIN203740928EIN
Primary ActivitiesLEADERSHIPPrimaryActivitiesTxt
Legal Domicile StatePALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 10PublicCharityStatusTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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