2026-05-07T11:46:25-05:00 2025-06-30 232108173 RKL LLP 3501 CONCORD ROAD STE 250 YORK PA 17402 990 2024-07-01 236393069 PHI SIGMA PI NATIONAL HONOR FRATERNITY INC PHIS 7172994710 2119 AMBASSADOR CIRCLE LANCASTER PA 17603 ADRIENNE FREELAND EXECUTIVE DIRECTOR 7172994710 2026-05-07 1 1 DOUGLAS L BERMAN CPA P01269555 7178433804 2026-05-05 2024 2025-03-06 01:10:19Z ADRIENNE FREELAND 2119 AMBASSADOR CIRCLE LANCASTER PA 17603 1518068 0 X WWW.PHISIGMAPI.ORG X 1916 PA TO BRING TOGETHER SOME OF THE BRIGHTEST AND MOST MOTIVATED STUDENTS ON CAMPUS AND WORK TOGETHER IN A SPIRIT OF EXCELLENCE 7 7 11 200 0 0 51788 85757 1472598 1348701 14610 14797 15119 68813 1554115 1518068 2000 3000 0 0 690437 727398 0 0 16119 763561 884569 1455998 1614967 98117 -96899 3315686 3273342 566313 592623 2749373 2680719 TO BRING TOGETHER SOME OF THE BRIGHTEST AND MOST MOTIVATED STUDENTS ON CAMPUS AND WORK TOGETHER IN A SPIRIT OF EXCELLENCE 0 0 1486013 3000 1348701 TO 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. 1486013 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 16 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 PA X ADRIENNE FREELAND 7172994710 2119 AMBASSADOR CIRCLE LANCASTER PA 17603 BRIAN CHRISTIANSEN NATIONAL PRESIDENT 7.00 0.00 X X 0 0 0 ELIZABETH COSTANTINO SENIOR VICE PRESIDENT 7.00 0.00 X X 0 0 0 KATHRYN MCCONNELL NATIONAL SECRETARY 7.00 0.00 X X 0 0 0 REBECCA CHAMBERLAIN VP FINANCE 7.00 5.00 X X 0 0 0 WYATT DAVIES VP DEVELOPMENT 7.00 0.00 X X 0 0 0 ALESIA RICHARDSON VP DEVELOPMENT 7.00 0.00 X X 0 0 0 STEPHEN CRISTIANO VP DEVELOPMENT 7.00 0.00 X X 0 0 0 SUZANNE SCHAFFERUNTIL 61325 EXECUTIVE DIRECTOR 45.00 0.00 X 165070 0 13530 ADRIENNE FREELANDSTART 61625 EXECUTIVE DIRECTOR 35.00 10.00 X 86650 0 9158 251720 0 22688 1 0 1 0 0 85757 85757 IMP DUES 611600 725672 725672 NATIONAL DUES 611600 397450 397450 INITIATION FEES 611600 137332 137332 CONVENTION REGISTRATIO 611600 88247 88247 1348701 14797 14797 5158 5158 RECOVERY OF BAD DEBT 900099 52211 52211 MISCELLANEOUS INCOME 900099 11444 11444 63655 1518068 1348701 0 83610 X 3000 3000 378140 347889 26470 3781 212103 195135 14847 2121 8592 7905 601 86 47066 43301 3294 471 81497 74977 5705 815 77616 71407 5433 776 49568 45602 3470 496 233479 214800 16344 2335 2334 2149 162 23 72547 66744 5078 725 136259 125358 9538 1363 105335 96909 7373 1053 79570 73204 5570 796 19922 18328 1395 199 18591 17104 1301 186 46761 43020 3273 468 MISCELLANEOUS 34582 31816 2421 345 PROFESSIONAL DEVELOPMEN 8005 7365 560 80 1614967 1486013 112835 16119 40382 35896 940145 703543 142396 0 27695 0 997197 693999 316329 303198 1660968 2036695 187771 194010 3315686 3273342 184002 215553 241669 234943 140642 136843 0 5284 566313 592623 X 2488390 1953494 260983 727225 2749373 2680719 3315686 3273342 -96899 123470 -95225 0 X X 1 X 0 1 0 X 221315 41804 25397 51788 85757 426061 1480823 1292840 1142854 1472598 1348701 6737816 11208 11444 22652 1702138 1334644 1168251 1535594 1445902 7186529 0 0 0 7186529 30937 55412 30193 18521 19955 155018 30937 55412 30193 18521 19955 155018 1733075 1390056 1198444 1554115 1465857 7341547 0.97890 0.97310 0.02110 0.02690 X 142109 142109 493268 341759 151509 361820 352240 9580 303198 CONSTRUCTION IN PROGRESS 187771 LEASE ASSET 6239 194010 LEASE LIABILITY 5284 5284 X PART X, LINE 2: ACCOUNTING 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. X X 0 0 0 0 0 0 0 0 0 SUZANNE SCHAFFERUNTIL 61325 EXECUTIVE DIRECTOR 165070 0 0 0 0 0 4820 0 8710 0 178600 0 0 0 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 7A MEMBERS 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 11B THE 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 12C EMPLOYEES HAVE A CONTRACTUAL SEPARATION TO ADDRESS CONFLICTS OF INTEREST FORM 990, PART VI, SECTION B, LINE 15A SALARY 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 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G GENERAL 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. PHI SIGMA PI FOUNDATION 2119 AMBASSADOR CIRCLE LANCASTER PA 17603 203740928 LEADERSHIP PA 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0