PHI SIGMA PI FOUNDATION: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PHI SIGMA PI FOUNDATION (EIN 20-3740928)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202401369349202630
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T09:29:11-04:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232871804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARCIA GARMAN & SHEA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 SOUTH EIGHTH STREET | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203740928 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHI SIGMA PI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIS | BusinessNameControlTxt |
| Phone | 7172994710 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2119 AMBASSADOR CIRCLE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADRIENNE FREELAND | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7172994710 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ADRIENNE | PersonFirstNm |
| Person Last | FREELAND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY A MILLER | PreparerPersonNm |
| PTIN | P01477578 | PTIN |
| Phone | 7172745600 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | FOUNDATION.PHISIGMAPI.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $51,478 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $42,204 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $9,274 | InvestmentIncomeAmt |
| Total Revenue | $51,478 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $5,000 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $3,661 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $560 | OtherExpensesTotalAmt |
| Total Expenses | $9,221 | TotalExpensesAmt |
| Excess Or Deficit For Year | $42,257 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $321,658 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $9,973 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $373,888 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $333,592 | BOYAmt |
| EOY | $347,782 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $26,106 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $333,592 | BOYAmt |
| EOY | $373,888 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,934 | BOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,658 | BOYAmt |
| EOY | $373,888 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO IMPACT THE PHI SIGMA PI COMMUNITIES THROUGH THE FUNDING OF EDUCATIONAL AND LEADERSHIP PROGRAMS AND CIVIC AND GOODWILL INITIATIVES | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | GENERATE, PRESERVE, AND PROVIDE FINANCIAL RESOURCES FOR THE WELL-BEING OF THE FOUNDATION AND PHI SIGMA PI NATIONAL HONOR SOCIETY | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $5,000 | GrantsAndAllocationsAmt |
| Program Service Expenses | $5,000 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,000 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| ADRIENNE FREELAND | ||
| EXECUTIVE DI | 10.00 | $0 |
| ELLIE CROUT | ||
| PRESIDENT | 5.00 | $0 |
| HILLARY NICOLL | ||
| TREASURER | 5.00 | $0 |
| COLLEEN ARNETT | ||
| SECRETARY | 5.00 | $0 |
| BECKY CHAMBERLAIN | ||
| BOARD MEMBER | 5.00 | $0 |
| SARAH CANTWELL | ||
| BOARD MEMBER | 5.00 | $0 |
| JEANETTE GASS | ||
| BOARD MEMBER | 5.00 | $0 |
| LUIGI NUNEZ | ||
| BOARD MEMBER | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADRIENNE FREELAND | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2119 AMBASSADOR CIRCLE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7172994710 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,211 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,894 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,238 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,204 | CurrentTaxYearAmt |
| Total | $223,747 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,050 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,818 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,901 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,274 | CurrentTaxYearAmt |
| Total | $27,043 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,211 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,712 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,139 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,478 | CurrentTaxYearAmt |
| Total | $250,790 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $250,790 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,354 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,788 | CurrentTaxYearMinus3YearsAmt |
| Total | $26,142 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,354 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,788 | CurrentTaxYearMinus3YearsAmt |
| Total | $26,142 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,565 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,038 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,712 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,139 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,478 | CurrentTaxYearAmt |
| Total | $276,932 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.90560 | PublicSupportCY509Pct |
| Public Support PY509 | 0.87340 | PublicSupportPY509Pct |
| Investment Income CY | 0.09000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.13000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES BANK FEES 460 MISCELLANEOUS 100 TOTAL 560 |
| FORM 990-EZ, PART I, LINE 20 | UNREALIZED GAIN ON INVEST,MENTS 9,973 |
| FORM 990-EZ, PART II, LINE 24 | ACCOUNTS RECEIVABLE 0 4,187 DUE FROM FRATERNITY 0 21,919 TOTAL 0 26,106 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 3,016 0 DUE TO FRATERNITY 8,918 0 |
| FORM 990-EZ, PART III | TO IMPACT THE PHI SIGMA PI COMMUNITIES THROUGH THE FUNDING OF EDUCATIONAL AND LEADERSHIP PROGRAMS AND CIVIC AND GOODWILL INITIATIVES |
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