Nonprofit · EIN 20-5942561
PHI SIGMA SIGMA FOUNDATION INC
Tax-exempt · ELDERSBURG, MD 21784
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $915,984 | $816,159 | $99,825 | $4,600,272 | $170,520 | $4,429,752 |
| June 30, 2024 | 990 | $662,167 | $645,116 | $17,051 | $4,306,002 | $160,946 | $4,145,056 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $678,121
- Program service revenue
- $0
- Investment income
- $237,863
- Net gain from sales of assets
- $124,538
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $616,277
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $4,346
- Accounting fees
- $19,800
- Travel
- $8,665
- Depreciation
- $5,521
- Program services (functional)
- $626,403
- Management and general (functional)
- $142,121
- Fundraising (functional)
- $47,635
Balance sheet and other
- Total assets, start of year
- $4,306,002
- Total assets, end of year
- $4,600,272
- Total liabilities, end of year
- $170,520
- Net assets, end of year
- $4,429,752
- Land, buildings and equipment
- $11,041
- Publicly traded securities
- $3,802,869
- Net assets without donor restrictions
- $1,757,264
- Net assets with donor restrictions
- $2,672,488
- Gross receipts
- $3,295,965
- Employees
- 0
- Volunteers
- 15
- Year formed
- 2006
- State of legal domicile
- MD
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHELLE ARDERN | EXECUTIVE DIRECTOR Officer | 5 | $0 | $142,544 | $5,135 |
| VANESSA FREEMAN ZERHUSEN | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| MELISSA SYLVESTER | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| MARCIE BERSON | TREASURER Trustee or director, Officer | 3 | $0 | $0 | $0 |
| MEGGIE BAKER DANIEL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JO KUPBENS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHELLE ARDERN | EXECUTIVE DIRECTOR Officer | 5 | $0 | $143,218 | $5,091 |
| VANESSA FREEMAN ZERHUSEN | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| MELISSA SYLVESTER | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| MELANIE BOONE | TREASURER Trustee or director, Officer | 3 | $0 | $0 | $0 |
| MARCIE BERSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LISA DAMORE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GINA KERLEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1213 LIBERTY RD STE J 335, ELDERSBURG, MD 21784-7955
- In care of
- % KIM HILDRED
- Principal officer (990 for 2024)
- VANESSA FREEMAN ZERHUSEN, 1213 LIBERTY RD STE J 335, ELDERSBURG, MD 21784
- Signed the 990
- VANESSA FREEMAN ZERHUSEN, PRESIDENT
- Phone
- (410) 799-1224
- Return prepared by
- BLUE & CO LLC
Mission
RAISE FUNDS FOR THE PURPOSE OF PROVIDING EDUCATIONAL GRANTS, SCHOLARSHIPS, LEADERSHIP, EDUCATIONAL PROGRAMMING & SUPPORT OF CHARITABLE ORGANIZATIONS.
Program accomplishments
- SUPPORTED LEADERSHIP TRAINING FOR CHAPTERS. AWARDED $616,277 IN EDUCATIONAL GRANTS, SCHOLARSHIPS AND ASSISTANCE.Expenses $626,403 · grants $616,277
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-5942561
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $4,442,849
- Income (IRS master file)
- $4,715,832
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $915,984 | $816,159 | $4,600,272 | XML |
| 990 | June 2024 | $662,167 | $645,116 | $4,306,002 | XML |
| 990 | June 2023 | $528,345 | $495,223 | $4,004,353 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5942561).
Questions about PHI SIGMA SIGMA FOUNDATION INC
- What is the EIN of PHI SIGMA SIGMA FOUNDATION INC?
- The employer identification number (EIN) of PHI SIGMA SIGMA FOUNDATION INC is 20-5942561.
- Is PHI SIGMA SIGMA FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to PHI SIGMA SIGMA FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHI SIGMA SIGMA FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PHI SIGMA SIGMA FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHI SIGMA SIGMA FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PHI SIGMA SIGMA FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names VANESSA FREEMAN ZERHUSEN.
- Who are the officers and directors of PHI SIGMA SIGMA FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does PHI SIGMA SIGMA FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $915,984, expenses of $816,159 and total assets of $4,600,272 at year end.
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