Civic Intelligence

Sigma Chi of Colgate Foundation Inc

EIN 20-4185922 • 501(c)3 • Hamilton, NY

Profile

The organization supports and sponsors grant programs that foster advances in education personal development and/or leadership for students at colgate university.

PO Box 377Hamilton, NY 13346

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

29th percentile

-36%

Higher net margin than 29% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Source year 2025

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE T20 • <$500k nonprofits • Source year 2025

Asset Growth

70th percentile

3.8%

Faster asset growth than 70% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

45th percentile

-3.6%

Faster revenue growth than 45% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$179,313

Up $6,577 (+3.8%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$179,313

No earlier filing loaded for comparison.

Revenue

Down

$11,654

Down $438 (-3.6%) from 2024

Expenses

Down

$15,889

Down $1,131 (-6.6%) from 2024

Net Income

Up

-$4,235

Up $693 (+14%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $189,220Liabilities 2011: $9,557Net Assets 2011: $179,6632011Assets 2012: $191,274Net Assets 2012: $191,2742012Assets 2013: $216,228Net Assets 2013: $216,2282013Assets 2014: $232,402Net Assets 2014: $232,4022014Assets 2015: $229,594Net Assets 2015: $229,5942015Assets 2016: $205,128Net Assets 2016: $205,1282016Assets 2017: $210,891Net Assets 2017: $210,8912017Assets 2018: $213,471Net Assets 2018: $213,4712018Assets 2019: $198,276Liabilities 2019: $02019Assets 2020: $181,360Net Assets 2020: $181,3602020Assets 2021: $214,485Net Assets 2021: $214,4852021Assets 2022: $157,798Net Assets 2022: $157,7982022Assets 2023: $162,517Liabilities 2023: $02023Assets 2024: $172,736Liabilities 2024: $02024Assets 2025: $179,313Net Assets 2025: $179,3132025

Highlighted filing

2025

Assets$179,313
Liabilities-
Net Assets$179,313

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2011: $37,915Expenses 2011: $37,099Net Income 2011: $8162011Revenue 2012: $34,549Expenses 2012: $15,177Net Income 2012: $19,3722012Revenue 2013: $29,107Expenses 2013: $24,938Net Income 2013: $4,1692013Revenue 2014: $12,205Expenses 2014: $22,514Net Income 2014: -$10,3092014Revenue 2015: $19,769Expenses 2015: $11,526Net Income 2015: $8,2432015Revenue 2016: $16,077Expenses 2016: $19,384Net Income 2016: -$3,3072016Revenue 2017: $13,536Expenses 2017: $31,588Net Income 2017: -$18,0522017Revenue 2018: $18,387Expenses 2018: $19,970Net Income 2018: -$1,5832018Revenue 2019: $17,784Expenses 2019: $30,051Net Income 2019: -$12,2672019Revenue 2020: $10,519Expenses 2020: $19,838Net Income 2020: -$9,3192020Revenue 2021: $12,465Expenses 2021: $16,301Net Income 2021: -$3,8362021Revenue 2022: $13,840Expenses 2022: $18,984Net Income 2022: -$5,1442022Revenue 2023: $9,763Expenses 2023: $14,983Net Income 2023: -$5,2202023Revenue 2024: $12,092Expenses 2024: $17,020Net Income 2024: -$4,9282024Revenue 2025: $11,654Expenses 2025: $15,889Net Income 2025: -$4,2352025

Highlighted filing

2025

Revenue$11,654
Expenses$15,889
Net Income-$4,235

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$1.79$0.12$0.16$0.04
2024Summary only. Only limited summary data is available for this year.$1.73$0.00$0.12$0.17$0.05
2023Summary only. Only limited summary data is available for this year.$1.63$0.00$0.10$0.15$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.58$1.58$0.14$0.19$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.14$2.14$0.12$0.16$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$1.81$0.11$0.20$0.09
2019Summary only. Only limited summary data is available for this year.$1.98$0.00$0.18$0.30$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$2.13$0.18$0.20$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$2.11$0.14$0.32$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$2.05$0.16$0.19$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.30$2.30$0.20$0.12$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.32$2.32$0.12$0.23$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$2.16$0.29$0.25$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$1.91$0.35$0.15$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.10$1.80$0.38$0.37$0.01
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 31, 2022
Return Version
2021v4.0
Gross Receipts
$13,840
Mission and Program Overview

Mission

The organization supports and sponsors grant programs that foster advances in education personal development and/or leadership for students at colgate university.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION SUPPORTS AND SPONSORS GRANT PROGRAMS THAT FOSTER ADVANCES IN EDUCATION PERSONAL DEVELOPMENT AND/OR LEADERSHIP FOR STUDENTS AT COLGATE UNIVERSITY.-$18,984
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY ALLENPresident-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Chi of Colgate Foundation Inc
EIN
20-4185922
Phone
3158243002
Address
PO BOX 377, HAMILTON, NY 13346

Signing Officer

Name
Jeffrey Allen
Title
President
Signed
2022-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Marshall & Hatfield Inc
Address
317 MAIN ST, ONEIDA, NY 13421
Preparer
Sarah Marshall CPA
Phone
3153636949
Supplemental Narrative

Additional Explanations

Statement Note 1

The amounts shown on this return are shown for purposes of disclosure of details of operations.the income and expenses are reported to the entity by a fraternal management organization the fraternity sorority management association on a k-1id #16-1585855.

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: SCHOLARSHIPS & MISC | Donee's Name: SIGMA CHI ALUMNI | Donee's Address: 13 OAK ST HAMILTON NY 13346 | Cash Amount Given: $8950

Other Expenses.1

OUTSIDE SERVICES $4238

Other Expenses.2

GIFT TO MANAGER $700

Other Expenses.3

Developmental services $631

Other Expenses.4

CREDIT CARD FEES $230

Other Expenses.5

TAXES - NEW YORK $100

Raw XML Appendix142 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0GAIR MERES
IRS990EZ/BooksInCareOfDetail/PhoneNum03158243002
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 377
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HAMILTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd013346
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0214485
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0157798
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5144
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04135
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0214485
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0157798
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08950
IRS990EZ/GrossReceiptsAmt013840
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013840
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0214485
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0157798
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0214485
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0157798
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEFFREY ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-51543
IRS990EZ/OtherExpensesTotalAmt05899
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION SUPPORTS AND SPONSORS GRANT PROGRAMS THAT FOSTER ADVANCES IN EDUCATION PERSONAL DEVELOPMENT AND/OR LEADERSHIP FOR STUDENTS AT COLGATE UNIVERSITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION SUPPORTS AND SPONSORS GRANT PROGRAMS THAT FOSTER ADVANCES IN EDUCATION PERSONAL DEVELOPMENT AND/OR LEADERSHIP FOR STUDENTS AT COLGATE UNIVERSITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018984
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt018984
IRS990EZ/TotalProgramServiceExpensesAmt018984
IRS990EZ/TotalRevenueAmt013840
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01960
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03245
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02166
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09221
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013840
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08857
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08559
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt014279
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt015902
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt061437
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.13050
IRS990ScheduleA/PublicSupportPY170Pct00.17720
IRS990ScheduleA/PublicSupportTotal170Amt09221
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01960
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03245
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02166
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09221
IRS990ScheduleA/TotalSupportAmt070658
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE AMOUNTS SHOWN ON THIS RETURN ARE SHOWN FOR PURPOSES OF DISCLOSURE OF DETAILS OF OPERATIONS.THE INCOME AND EXPENSES ARE REPORTED TO THE ENTITY BY A FRATERNAL MANAGEMENT ORGANIZATION THE FRATERNITY SORORITY MANAGEMENT ASSOCIATION ON A K-1ID #16-1585855.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: SCHOLARSHIPS & MISC | Donee's Name: SIGMA CHI ALUMNI | Donee's Address: 13 OAK ST HAMILTON NY 13346 | Cash Amount Given: $8950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUTSIDE SERVICES $4238
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GIFT TO MANAGER $700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DEVELOPMENTAL SERVICES $631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CREDIT CARD FEES $230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TAXES - NEW YORK $100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Statement Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY ALLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA CHI OF COLGATE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0204185922
ReturnHeader/Filer/PhoneNum03158243002
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 377
ReturnHeader/Filer/USAddress/CityNm0HAMILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013346
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161482630
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARSHALL & HATFIELD INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0317 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ONEIDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013421
ReturnHeader/PreparerPersonGrp/PhoneNum03153636949
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sarah Marshall CPA
ReturnHeader/ReturnTs02022-10-31T13:33:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALLEN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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