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PHI SIGMA PI FOUNDATION: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PHI SIGMA PI FOUNDATION (EIN 20-3740928)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-12
IRS object ID
202611329349202131
Schema version
2024v5.5
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

FieldValueIRS element (for citing)
Return2026-05-12T11:43:55-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232108173PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RKL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13501 CONCORD ROAD STE 250AddressLine1Txt
CityYORKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17402ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203740928EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PHI SIGMA PI FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPHISBusinessNameControlTxt
Phone7172994710PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12119 AMBASSADOR CIRCLEAddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17603ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonADRIENNE FREELANDPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7172994710PhoneNum
Signature2026-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS L BERMAN CPAPreparerPersonNm
PTINP01269555PTIN
Phone7178433804PhoneNum
Preparation2026-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressPHISIGMPAI.ORG/FOUNDATIONWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$43,766GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$43,233ContributionsGiftsGrantsEtcAmt
Investment Income$173InvestmentIncomeAmt
Other Revenue Total$360OtherRevenueTotalAmt
Total Revenue$43,766TotalRevenueAmt
Grants And Similar Amounts Paid$3,757GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$7,547FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$67,599OtherExpensesTotalAmt
Total Expenses$78,903TotalExpensesAmt
Excess Or Deficit For Year-$35,137ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$407,529NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$10,192OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$382,584NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$413,468BOYAmt
EOY$382,717EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$1,025BOYAmt
EOY$1,399EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$414,493BOYAmt
EOY$384,116EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,964BOYAmt
EOY$1,532EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$407,529BOYAmt
EOY$382,584EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO IMPACT THE PHI SIGMA PI COMMUNITIES THROUGH THE FUNDING OF EDUCATIONAL AND LEADERSHIP PROGRAMS AND CIVIC AND GOODWILL INITIATIVESPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomGENERATE, PRESERVE, AND PROVIDE FINANCIAL RESOURCES FOR THE WELL-BEING OF THE FOUNDATION AND PHI SIGMA PI NATIONAL HONOR SOCIETYDescriptionProgramSrvcAccomTxt
Grants And Allocations$3,757GrantsAndAllocationsAmt
Program Service Expenses$72,591ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$72,591TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ADRIENNE FREELAND
EXECUTIVE DIRECTOR10.00$0$0$0
HILLARY GELFAND
PRESIDENT5.00$0$0$0
COLLEEN ARNETT
SECRETARY5.00$0$0$0
SARAH CANTWELL
TREASURER5.00$0$0$0
REBECCA CHAMBERLAIN
BOARD MEMBER5.00$0$0$0
JEANETTE GASS
BOARD MEMBER5.00$0$0$0
LUIGI NUNEZ
BOARD MEMBER5.00$0$0$0
NATALIE MIKKELSON
BOARD MEMBER5.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADRIENE FREELANDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12119 AMBASSADOR CIRCLEAddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17603ZIPCd
FieldValueIRS element (for citing)
Phone7172994710PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$48,894CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,238CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$42,204CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,302CurrentTaxYearMinus1YearAmt
Current Tax Year$43,233CurrentTaxYearAmt
Total$213,871TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,818CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,901CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,274CurrentTaxYearMinus2YearsAmt
Total$25,993TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$55,712CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,139CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51,478CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,302CurrentTaxYearMinus1YearAmt
Current Tax Year$43,233CurrentTaxYearAmt
Total$239,864TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$239,864PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$234CurrentTaxYearMinus1YearAmt
Current Tax Year$173CurrentTaxYearAmt
Total$407TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$234CurrentTaxYearMinus1YearAmt
Current Tax Year$173CurrentTaxYearAmt
Total$407TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$2,564CurrentTaxYearMinus1YearAmt
Current Tax Year$360CurrentTaxYearAmt
Total$2,924TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$55,712CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,139CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51,478CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,100CurrentTaxYearMinus1YearAmt
Current Tax Year$43,766CurrentTaxYearAmt
Total$243,195TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98630PublicSupportCY509Pct
Public Support PY5090.95070PublicSupportPY509Pct
Investment Income CY0.00170InvestmentIncomeCYPct
Investment Income PY0.03920InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INVESTMENT INCOME. AMOUNT: 173.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 360.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: RELATED ENTITY. GRANTEE NAME: PHI SIGMA NATIONAL HONOR FRATERNITY. GRANTEE ADDRESS: 2119 AMBASSADOR CIRCLE LANCASTER, PA 17603. GRANTEE RELATIONSHIP: RELATED . DATE OF GIFT: 06/30/25. AMOUNT GIVEN: 3,757.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: OFFICE EXPENSES. AMOUNT: 66,965. DESCRIPTION: INTEREST EXPENSES. AMOUNT: 634. TOTAL TO FORM 990-EZ, LINE 16: 67,599.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 24,424. DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -14,232. TOTAL TO FORM 990-EZ, LINE 20: 10,192.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,025. END OF YEAR AMOUNT: 1,399.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,507. END OF YEAR AMOUNT: 1,532. DESCRIPTION: DUE TO FRATERNITY. BEG. OF YEAR AMOUNT: 5,457. END OF YEAR AMOUNT: 0.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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