PHI SIGMA PI FOUNDATION: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PHI SIGMA PI FOUNDATION (EIN 20-3740928)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-14
- IRS object ID
- 202111349349200916
- Schema version
- 2019v5.0
- 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 | 2021-05-14T07:42:21-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232213999 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMILTON & MUSSER PC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 176 CUMBERLAND PARKWAY | AddressLine1Txt |
| City | MECHANICSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | 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 | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM P ASHMAN CPA | PreparerPersonNm |
| PTIN | P00817094 | PTIN |
| Phone | 7176973888 | PhoneNum |
| Preparation | 2021-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $56,038 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $45,200 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $9,788 | InvestmentIncomeAmt |
| Other Revenue Total | $1,050 | OtherRevenueTotalAmt |
| Total Revenue | $56,038 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $25,614 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $7,764 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $2,866 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $100 | OtherExpensesTotalAmt |
| Total Expenses | $36,344 | TotalExpensesAmt |
| Excess Or Deficit For Year | $19,694 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $257,794 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$2,214 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $275,274 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,062 | BOYAmt |
| EOY | $323,133 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,062 | BOYAmt |
| EOY | $323,133 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,268 | BOYAmt |
| EOY | $47,859 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,794 | BOYAmt |
| EOY | $275,274 | 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 FRATERNITY. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $25,614 | GrantsAndAllocationsAmt |
| Program Service Expenses | $25,614 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $25,614 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| 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 |
| SUZANNE SCHAFFER | ||
| EXECUTIVE DI | 10.00 | $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 M 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 | $45,158 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,075 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,935 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,211 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,200 | CurrentTaxYearAmt |
| Total | $251,579 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $1,050 | CurrentTaxYearAmt |
| Total | $1,075 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,183 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,075 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,935 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,211 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,250 | CurrentTaxYearAmt |
| Total | $252,654 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $252,654 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,817 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,282 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,137 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,354 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,788 | CurrentTaxYearAmt |
| Total | $54,378 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,817 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,282 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,137 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,354 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,788 | CurrentTaxYearAmt |
| Total | $54,378 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,357 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,072 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,565 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,038 | CurrentTaxYearAmt |
| Total | $307,032 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.82290 | PublicSupportCY509Pct |
| Public Support PY509 | 0.81700 | PublicSupportPY509Pct |
| Investment Income CY | 0.18000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.18000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 8 | MISCELLANEOUS 1,050 TOTAL 1,050 |
| FORM 990-EZ, PART I, LINE 10 | NAME: PHI SIGMA PI HONOR FRATERNITY ADDRESS: 2119 AMBASSADOR CIRCLE LANCASTER, PA 17603 CASH CONTRIBUTION: 19,060 NAME: OTHER AFFILIATES CASH CONTRIBUTION: 6,554 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES MISCELLANEOUS 100 TOTAL 100 |
| FORM 990-EZ, PART I, LINE 20 | UNREALIZED LOSS ON INVESTMENTS -2,214 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 200 1,285 DUE TO FRATERNITY 37,068 25,574 ECONOMIC IMPACT DISASTER LOAN 0 21,000 |
| 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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