PHI SIGMA PI FOUNDATION: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PHI SIGMA PI FOUNDATION (EIN 20-3740928)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-12
- IRS object ID
- 202201329349203070
- Schema version
- 2020v4.0
- 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 | 2022-05-12T12:48:06-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 2020-07-01 | 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 | SUZANNE SCHAFFER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7172994710 | PhoneNum |
| Signature | 2022-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUZANNE | PersonFirstNm |
| Person Last | SCHAFFER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY A MILLER | PreparerPersonNm |
| PTIN | P01477578 | PTIN |
| Phone | 7172745600 | PhoneNum |
| Preparation | 2022-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $55,712 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $48,894 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $6,818 | InvestmentIncomeAmt |
| Total Revenue | $55,712 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $24,310 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $6,442 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $678 | OtherExpensesTotalAmt |
| Total Expenses | $31,430 | TotalExpensesAmt |
| Excess Or Deficit For Year | $24,282 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $275,274 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $40,386 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $339,942 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,133 | BOYAmt |
| EOY | $349,417 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,133 | BOYAmt |
| EOY | $349,417 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,859 | BOYAmt |
| EOY | $9,475 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,274 | BOYAmt |
| EOY | $339,942 | 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 | $24,310 | GrantsAndAllocationsAmt |
| Program Service Expenses | $24,310 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $24,310 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| SUZANNE SCHAFFER | ||
| EXECUTIVE DI | 10.00 | $0 |
| CHRISTOPHER MCCOY | ||
| NATIONAL PRE | 5.00 | $0 |
| NATALIE MIKKELSON | ||
| SECRETARY | 5.00 | $0 |
| HILLARY NICOLL | ||
| TREASURER | 5.00 | $0 |
| SARAH CANTWELL | ||
| BOARD MEMBER | 5.00 | $0 |
| MICHAEL COVIN | ||
| BOARD MEMBER | 5.00 | $0 |
| ELLIE CROUT | ||
| 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 | SUZANNE SCHAFFER | 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 | $62,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,935 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,211 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,894 | CurrentTaxYearAmt |
| Total | $255,315 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,050 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,818 | CurrentTaxYearAmt |
| Total | $7,868 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,935 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,211 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,712 | CurrentTaxYearAmt |
| Total | $263,183 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $263,183 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,282 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,354 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,788 | CurrentTaxYearMinus1YearAmt |
| Total | $44,561 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,282 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,354 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,788 | CurrentTaxYearMinus1YearAmt |
| Total | $44,561 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,357 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,072 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64,565 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,038 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,712 | CurrentTaxYearAmt |
| Total | $307,744 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.85520 | PublicSupportCY509Pct |
| Public Support PY509 | 0.82290 | PublicSupportPY509Pct |
| Investment Income CY | 0.14000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.18000 | 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 10 | NAME: PHI SIGMA PI HONOR FRATERNITY ADDRESS: 2119 AMBASSADOR CIRCLE LANCASTER, PA 17603 CASH CONTRIBUTION: 20,811 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES BANK FEES 578 MISCELLANEOUS 100 TOTAL 678 |
| FORM 990-EZ, PART I, LINE 20 | UNREALIZED GAIN ON INVESTMENTS 40,386 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,285 354 DUE TO FRATERNITY 25,574 9,121 IMPACT DISASTER LOAN 21,000 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (7 entries)
| SUZANNE SCHAFFER |
| CHRISTOPHER MCCOY |
| NATALIE MIKKELSON |
| HILLARY NICOLL |
| SARAH CANTWELL |
| MICHAEL COVIN |
| ELLIE CROUT |
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