PHI SIGMA PI NATIONAL HONOR FRATERNITY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PHI SIGMA PI NATIONAL HONOR FRATERNITY (EIN 23-6393069)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-08-19
- IRS object ID
- 202422329349301072
- Schema version
- 2022v5.0
- Note
- A later return for the same period supersedes this one.
- 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 | 2024-08-19T14:09:28-04:00 | 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 | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236393069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHI SIGMA PI NATIONAL HONOR | BusinessNameLine1Txt |
| Business Name Line2 | FRATERNITY INC | BusinessNameLine2Txt |
| 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 | SUZANNE SCHAFFER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7172994710 | PhoneNum |
| Signature | 2024-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | 2024-08-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | SUZANNE SCHAFFER | PrincipalOfficerNm |
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) |
|---|---|---|
| Gross Receipts | $1,574,049 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PHISIGMAPI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1916 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO BRING TOGETHER SOME OF THE BRIGHTEST AND MOST MOTIVATED STUDENTS ON CAMPUS AND WORK TOGETHER IN A SPIRIT OF EXCELLENCE | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $41,804 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,324 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,292,073 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,511,919 | CYProgramServiceRevenueAmt |
| PY Investment Income | $35,480 | PYInvestmentIncomeAmt |
| CY Investment Income | $22,650 | CYInvestmentIncomeAmt |
| PY Other Revenue | $20,699 | PYOtherRevenueAmt |
| CY Other Revenue | $30,156 | CYOtherRevenueAmt |
| PY Total Revenue | $1,390,056 | PYTotalRevenueAmt |
| CY Total Revenue | $1,574,049 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $742,513 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $768,878 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $20,054 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $550,759 | PYOtherExpensesAmt |
| CY Other Expenses | $929,202 | CYOtherExpensesAmt |
| PY Total Expenses | $1,300,272 | PYTotalExpensesAmt |
| CY Total Expenses | $1,699,080 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $89,784 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$125,031 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,009,589 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,196,074 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $359,916 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $633,203 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,649,673 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,562,871 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO BRING TOGETHER SOME OF THE BRIGHTEST AND MOST MOTIVATED STUDENTS ON CAMPUS AND WORK TOGETHER IN A SPIRIT OF EXCELLENCE | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,500,878 | ExpenseAmt |
| Grant | $1,000 | GrantAmt |
| Revenue | $1,511,919 | RevenueAmt |
| Desc | 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 STUDENT | Desc |
| Total Program Service Expenses | $1,500,878 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 16 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE SCHAFFER | PersonNm |
| 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| SUZANNE SCHAFFER | ||||||
| EXECUTIVE DI | 45.00 | Yes (X) | $154,822 | $0 | $11,194 | |
| BRIAN CHRISTIANSEN | ||||||
| NATIONAL PRE | 7.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ELIZABETH COSTANTINO | ||||||
| SENIOR VICE | 7.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KATHRYN MCCONNELL | ||||||
| NATIONAL SEC | 7.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BECKY CHAMBERLIN | ||||||
| VP FINANCE | 7.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WYATT DAVIES | ||||||
| VP DEVELOPME | 7.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ALESIA RICHARDSON | ||||||
| VP DEVELOPME | 7.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEPHEN CRISTIANO | ||||||
| VP DEVELOPME | 7.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $154,822 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $11,194 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $9,324 | AllOtherContributionsAmt |
| Total Contributions | $9,324 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| NATIONAL DUES | $756,795 | $756,795 |
| IMP DUES | $452,555 | $452,555 |
| INITIATION FEES | $206,268 | $206,268 |
| CONVENTION REGISTRATION | $96,301 | $96,301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,511,919 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,650 | TotalRevenueColumnAmt |
| Exclusion | $22,650 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,543 | TotalRevenueColumnAmt |
| Exclusion | $7,543 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Total Revenue Column | $22,613 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,613 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $22,613 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,574,049 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,534,532 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $30,193 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Program Services | $1,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,822 | TotalAmt |
| Program Services | $142,436 | ProgramServicesAmt |
| Management And General | $10,838 | ManagementAndGeneralAmt |
| Fundraising | $1,548 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,246 | TotalAmt |
| Program Services | $451,026 | ProgramServicesAmt |
| Management And General | $34,317 | ManagementAndGeneralAmt |
| Fundraising | $4,903 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,560 | TotalAmt |
| Program Services | $19,835 | ProgramServicesAmt |
| Management And General | $1,509 | ManagementAndGeneralAmt |
| Fundraising | $216 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,947 | TotalAmt |
| Program Services | $45,032 | ProgramServicesAmt |
| Management And General | $3,426 | ManagementAndGeneralAmt |
| Fundraising | $489 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,303 | TotalAmt |
| Program Services | $49,039 | ProgramServicesAmt |
| Management And General | $3,731 | ManagementAndGeneralAmt |
| Fundraising | $533 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,709 | TotalAmt |
| Program Services | $44,812 | ProgramServicesAmt |
| Management And General | $3,410 | ManagementAndGeneralAmt |
| Fundraising | $487 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,176 | TotalAmt |
| Program Services | $26,841 | ProgramServicesAmt |
| Management And General | $2,043 | ManagementAndGeneralAmt |
| Fundraising | $292 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,851 | TotalAmt |
| Program Services | $147,984 | ProgramServicesAmt |
| Management And General | $11,259 | ManagementAndGeneralAmt |
| Fundraising | $1,608 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,404 | TotalAmt |
| Program Services | $5,124 | ProgramServicesAmt |
| Fundraising | $1,280 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,505 | TotalAmt |
| Program Services | $60,730 | ProgramServicesAmt |
| Management And General | $5,256 | ManagementAndGeneralAmt |
| Fundraising | $5,519 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,125 | TotalAmt |
| Program Services | $93,955 | ProgramServicesAmt |
| Management And General | $7,149 | ManagementAndGeneralAmt |
| Fundraising | $1,021 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,423 | TotalAmt |
| Program Services | $29,370 | ProgramServicesAmt |
| Management And General | $56,053 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,451 | TotalAmt |
| Program Services | $138,415 | ProgramServicesAmt |
| Management And General | $10,532 | ManagementAndGeneralAmt |
| Fundraising | $1,504 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,514 | TotalAmt |
| Management And General | $9,514 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,527 | TotalAmt |
| Management And General | $14,527 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,221 | TotalAmt |
| Program Services | $48,044 | ProgramServicesAmt |
| Management And General | $3,655 | ManagementAndGeneralAmt |
| Fundraising | $522 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT EXPENSE | $184,576 | $184,576 | ||
| MISCELLANEOUS | $9,982 | $9,183 | $699 | $100 |
| TRAINING | $3,281 | $3,019 | $230 | $32 |
| SPECIAL EVENTS | $457 | $457 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,699,080 | TotalAmt |
| Program Services | $1,500,878 | ProgramServicesAmt |
| Management And General | $178,148 | ManagementAndGeneralAmt |
| Fundraising | $20,054 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,606 | BOYAmt |
| EOY | $110,794 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,990,978 | BOYAmt |
| EOY | $2,264,999 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,711 | BOYAmt |
| EOY | $30,297 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,034 | BOYAmt |
| EOY | $59,277 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $990,828 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $658,714 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,278 | BOYAmt |
| EOY | $332,114 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,690 | BOYAmt |
| EOY | $318,219 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $374 | BOYAmt |
| EOY | $374 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,918 | BOYAmt |
| EOY | $80,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,009,589 | BOYAmt |
| EOY | $3,196,074 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,815 | BOYAmt |
| EOY | $230,576 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,101 | BOYAmt |
| EOY | $402,627 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,916 | BOYAmt |
| EOY | $633,203 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,395,271 | BOYAmt |
| EOY | $2,303,491 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,402 | BOYAmt |
| EOY | $259,380 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,649,673 | BOYAmt |
| EOY | $2,562,871 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,009,589 | BOYAmt |
| EOY | $3,196,074 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$125,031 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $38,229 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
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 | $1,576,531 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,982 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $221,315 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,804 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,324 | CurrentTaxYearAmt |
| Total | $1,890,956 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,080 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,489,536 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,480,823 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,292,840 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,534,532 | CurrentTaxYearAmt |
| Total | $5,830,811 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,609,611 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,531,518 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,702,138 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,334,644 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,543,856 | CurrentTaxYearAmt |
| Total | $7,721,767 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $7,721,767 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,031 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,763 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,937 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,412 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,193 | CurrentTaxYearAmt |
| Total | $239,336 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,031 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,763 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,937 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,412 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,193 | CurrentTaxYearAmt |
| Total | $239,336 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,666,642 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,597,281 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,733,075 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,390,056 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,574,049 | CurrentTaxYearAmt |
| Total | $7,961,103 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96900 | PublicSupportPY509Pct |
| Investment Income CY | 0.03000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $142,109 | OtherCostOrOtherBasisAmt |
| Book Value | $142,109 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $493,268 | OtherCostOrOtherBasisAmt |
| Depreciation | $313,273 | DepreciationAmt |
| Book Value | $179,995 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $355,451 | OtherCostOrOtherBasisAmt |
| Depreciation | $345,441 | DepreciationAmt |
| Book Value | $10,010 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $332,114 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| EPHRATA NATIONAL BANK LOAN | $241,390 |
| EID LOAN | $139,318 |
| DUE TO FOUNDATION | $21,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $402,627 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE SCHAFFER | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $154,822 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $11,194 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $166,016 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, ITEM B | THE 990 IS BEING AMENDED DUE TO CORRECTIONS MADE FOR BOOKKEEPING ERRORS WHICH WERE DISCOVERED AFTER THE ORIGINAL ISSUANCE OF THE FINANCIAL STATEMENTS. |
| FORM 990, PAGE 6, PART VI, LINE 7A | MEMBERS OF THE NATIONAL COUNCIL SHALL BE ELECTED BY MAJORITY VOTE OF THE VOTING MEMBERS OF THE GRAND CHAPTER AT THE REGULAR MEETING OF THE GRAND CHAPTER FOR A TERM OF TWO YEARS |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE RETURN IS REVIEWED BY THE EXECUTIVE DIRECTOR WHO THEN PROVIDES A COPY TO THE BOARD FOR REVIEW BEFORE FILING |
| FORM 990, PAGE 6, PART VI, LINE 12C | EMPLOYEES HAVE A CONTRACTUAL SEPARATION TO ADDRESS CONFLICTS OF INTEREST |
| FORM 990, PAGE 6, PART VI, 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 EXECUTIVES DIRECTOR'S SALARY. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHI SIGMA PI FOUNDATION | BusinessNameLine1Txt |
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) |
|---|---|---|
| EIN | 203740928 | EIN |
| Primary Activities | LEADERSHIP | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 10 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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