Civic Intelligence

Sigma Pi Educational Foundation Inc.

990 • Fiscal year 2016 • EIN 22-6034109

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 16, 2017

Organization ProfileSIGMAPIEDFUND.ORG
106 North Castle Heights AvenueLebanon, TN 37087

(615) 921-2300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

18th percentile

0.01x

Higher debt load relative to revenue than 18% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

88th percentile

34%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

43rd percentile

$45,444

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

63rd percentile

5.2%

Faster asset growth than 63% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-37%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$3,307,953

Up $163,952 (+5.2%) from 2015

Net Assets

Up

$3,305,168

Up $187,070 (+6.0%) from 2015

Liabilities

Down

$2,785

Down $23,118 (-89%) from 2015

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin88th percentile

Revenue

Down

$479,327

Down $281,247 (-37%) from 2015

Expenses

Down

$314,835

Down $3,057 (-1.0%) from 2015

Net Income

Down

$164,492

Down $278,190 (-63%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $2,601,565Liabilities 2011: $156,364Net Assets 2011: $2,445,2012011Assets 2012: $2,540,863Liabilities 2012: $206,092Net Assets 2012: $2,334,7712012Assets 2013: $2,655,487Liabilities 2013: $174,781Net Assets 2013: $2,480,7062013Assets 2014: $2,988,586Liabilities 2014: $154,834Net Assets 2014: $2,833,7522014Assets 2015: $3,144,001Liabilities 2015: $25,903Net Assets 2015: $3,118,0982015Assets 2016: $3,307,953Liabilities 2016: $2,785Net Assets 2016: $3,305,1682016Assets 2017: $3,638,500Liabilities 2017: $2,759Net Assets 2017: $3,635,7412017Assets 2018: $3,941,998Liabilities 2018: $4,942Net Assets 2018: $3,937,0562018Assets 2019: $4,110,507Liabilities 2019: $3,041Net Assets 2019: $4,107,4662019Assets 2020: $4,284,370Liabilities 2020: $8,821Net Assets 2020: $4,275,5492020Assets 2021: $5,337,984Liabilities 2021: $5,677Net Assets 2021: $5,332,3072021Assets 2022: $5,123,334Liabilities 2022: $26,208Net Assets 2022: $5,097,1262022Assets 2023: $5,640,758Liabilities 2023: $14,986Net Assets 2023: $5,625,7722023Assets 2025: $5,835,833Liabilities 2025: $70,011Net Assets 2025: $5,765,8222025

Highlighted filing

2016

Assets$3,307,953
Liabilities$2,785
Net Assets$3,305,168
Open 2016 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $400,453Expenses 2011: $458,155Net Income 2011: -$57,7022011Expenses 2012: $431,5432012Expenses 2013: $494,1472013Revenue 2014: $551,861Expenses 2014: $353,546Net Income 2014: $198,3152014Revenue 2015: $760,574Expenses 2015: $317,892Net Income 2015: $442,6822015Revenue 2016: $479,327Expenses 2016: $314,835Net Income 2016: $164,4922016Revenue 2017: $352,241Expenses 2017: $236,157Net Income 2017: $116,0842017Revenue 2018: $408,743Expenses 2018: $201,971Net Income 2018: $206,7722018Revenue 2019: $370,118Expenses 2019: $207,887Net Income 2019: $162,2312019Revenue 2020: $354,889Expenses 2020: $181,610Net Income 2020: $173,2792020Revenue 2021: $449,328Expenses 2021: $257,787Net Income 2021: $191,5412021Revenue 2022: $849,064Expenses 2022: $333,396Net Income 2022: $515,6682022Revenue 2023: $1,140,002Expenses 2023: $309,240Net Income 2023: $830,7622023Revenue 2025: $332,167Expenses 2025: $258,586Net Income 2025: $73,5812025

Highlighted filing

2016

Revenue$479,327
Expenses$314,835
Net Income$164,492
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 16, 2017
Return Version
2015v3.0
Gross Receipts
$1,212,552
Mission and Program Overview

Mission

The sigma pi educational foundation, inc. Is dedicated to advancing the educational pursuits of the sigma pi fraternity, international inc. And its membership. To support these ideals, the sigma pi educational foundation provides scholarships, grants, and educational programming to members of the sigma pi fraternity, international inc.

Educational and leadership development

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,951,556$2,294,050▲ $342,494
Pledges and Grants Receivable$117,728$67,441▼ $50,287
Cash and Non-Interest-Bearing Accounts$163,423$65,782▼ $97,641
Inventories for Sale or Use$4,210$4,089▼ $121
Prepaid Expenses and Deferred Charges$1,338$1,492▲ $154
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$3,144,001$3,307,953▲ $163,952
Other Assets Total$905,746$875,099▼ $30,647
Liabilities
Other Liabilities$23,454$0▼ $23,454
Accounts Payable and Accrued Expenses$2,449$2,785▲ $336
Total Liabilities$25,903$2,785▼ $23,118
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,897,641$2,046,744▲ $149,103
Permanently Rstr Net Assets$1,777,361$1,819,759▲ $42,398
Unrestricted Net Assets$-556,904$-561,335▼ $4,431
Total Net Assets Fund Balance$3,118,098$3,305,168▲ $187,070
Total Liabilities and Net Assets / Fund Balance$3,144,001$3,307,953▲ $163,952

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$9,951$9,951
Other Assets Org$875,099--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,777,364$16,708▲ $25,687-$1,819,759
2014$1,635,182$133,304▲ $62,058$53,180$1,777,364
2013$2,326,046$86,169▲ $104,392$881,425$1,635,182
2012$2,259,464$12,525▲ $162,936$106,546$2,326,046
2011$2,273,815$27,736▼ $42,087-$2,259,464
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisa PearsonFoundation DirectorFT$45,444$45,444

Board Members and Trustees

NameTitle
Jay JoernChairman
Larry RoviraVice Chairman - Administra
Mason CozartVice Chairman - Developmen
David PressonVice Chairman - Investment
Scott EvansVice Chairman - Legal
Allen W YeeAdvisor Trustee
Jeffrey YordonAdvisor Trustee
John MccannAdvisor Trustee
Paul W HansenAdvisor Trustee
Andrew MorrisTrustee
Donald C CoxTrustee
Edward LevesqueTrustee
Michael SimmonsTrustee
Nelson FarrisTrustee
Shea SticklerTrustee
Frank C FryburgHonorary Life Trustee
Tim QuickSecretary
Ricky MarshallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$412,838
Program Service Revenue
$11,142
Investment Income
$55,299
Other Revenue
$48
All Other Contributions
$412,838
Change in Net Assets
$164,492

Audited Revenue Reconciliation

Revenue per Audited Statements
$458,272
Revenue Not Reported on Financial Statements
$21,055
Revenue Not Reported on Form 990
$22,579
Total Revenue per Audited Statements
$480,851
Total Revenue per Form 990
$479,327
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$190,652
Total Fundraising Expense$82,318
Grants and Similar Amounts Paid$66,515
Salaries, Compensation, and Employee Benefits$57,668
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$57,192--$57,192
Current Officers, Directors, Trustees, and Key Employees$9,089$18,178$18,178$45,445
All Other Expenses$740$32,480$5,021$38,241
Fees for Services Accounting-$20,144-$20,144
Other Expenses-$19,500$54,230$19,500
Occupancy-$13,200-$13,200
Grants to Domestic Orgs$9,323--$9,323
Other Employee Benefits$1,769$3,539$3,538$8,846
Payroll Taxes$675$1,351$1,351$3,377
Travel-$405-$405
Conferences and Meetings$125--$125
Total Functional Expenses$78,913$153,604$82,318$314,835

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$314,836
Expenses per Audited Statements$293,781
Total Expenses per Audited Statements$293,781
Expenses Not Reported on Financial Statements$21,055
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sigma Pi Fraternity International IncLebanon, TN501(c)(7)Educational Programs Administered by the Grantee Organization.$7,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$48
Fundraising Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Form 990 and its supporting schedules are prepared by sigma pi educational foundation, inc.'s cpa firm. Management then reviews the return before filing.”

Form 990, Part VI, Section C, Line 19

“Sigma pi educational foundation, inc. Has chosen not to make its governing documents, conflict of interest policy and financial statements available to the public at this time.”

Filing and Contact Details

Filer

Filer Name
Sigma Pi Educational Foundation Inc
EIN
22-6034109
Phone
6159212300
Address
106 NORTH CASTLE HEIGHTS AVENUE, LEBANON, TN 37087

Signing Officer

Name
Lester C Joern Jr
Title
Chairman
Phone
6159212300
Signed
2017-01-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lester C Joern Jr
Formed
1952
Legal Domicile
In
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
0

Preparer

Firm
Elliott Davis Decosimo Llcpllc
Address
1000 RIDGEWAY LOOP SUITE 402, MEMPHIS, TN 38120
Preparer
Kevin D Mcadams CPA
Phone
9016838899
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Payroll expenses: program service expenses 0. Management and general expenses 13,479. Fundraising expenses 0. Total expenses 13,479. Postage & delivery: program service expenses 0. Management and general expenses 12,911. Fundraising expenses 0. Total expenses 12,911. Printing & publications: program service expenses 0. Management and general expenses 4,078. Fundraising expenses 0. Total expenses 4,078. Merchant card fees: program service expenses 0. Management and general expenses 0. Fundraising expenses 3,892. Total expenses 3,892. Supplies: program service expenses 0. Management and general expenses 1,440. Fundraising expenses 0. Total expenses 1,440. Supplies: program service expenses 0. Management and general expenses 0. Fundraising expenses 1,129. Total expenses 1,129. Educational programs: program service expenses 734. Management and general expenses 0. Fundraising expenses 0. Total expenses 734. Bank charges: program service expenses 0. Management and general expenses 275. Fundraising expenses 0. Total expenses 275. Organizational (corp) expenses: program service expenses 0. Management and general expenses 262. Fundraising expenses 0. Total expenses 262. Telephone & internet: program service expenses 0. Management and general expenses 35. Fundraising expenses 0. Total expenses 35. Printing & publications: program service expenses 6. Management and general expenses 0. Fundraising expenses 0. Total expenses 6.”

Financial Statement Notes

PART V, LINE 4:

“Educational and leadership purposes”

Raw XML AppendixShowing 400 of 603 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02449
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02785
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0EDUCATIONAL AND LEADERSHIP DEVELOPMENT
IRS990/AllOtherContributionsAmt0412838
IRS990/AllOtherExpensesGrp/FundraisingAmt05021
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt032480
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0740
IRS990/AllOtherExpensesGrp/TotalAmt038241
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CAREY REYNOLDS
IRS990/BooksInCareOfDetail/PhoneNum06159212300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0106 NORTH CASTLE HEIGHTS AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0LEBANON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd037087
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0163423
IRS990/CashNonInterestBearingGrp/EOYAmt065782
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt018178
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt018178
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt09089
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt045445
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0125
IRS990/ConferencesMeetingsGrp/TotalAmt0125
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0412838
IRS990/CYGrantsAndSimilarPaidAmt066515
IRS990/CYInvestmentIncomeAmt055299
IRS990/CYOtherExpensesAmt0190652
IRS990/CYOtherRevenueAmt048
IRS990/CYProgramServiceRevenueAmt011142
IRS990/CYRevenuesLessExpensesAmt0164492
IRS990/CYSalariesCompEmpBnftPaidAmt057668
IRS990/CYTotalExpensesAmt0314835
IRS990/CYTotalFundraisingExpenseAmt082318
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0479327
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION SUPPORTED COLLEGE EDUCATION BY AWARDING SCHOLARSHIPS TO RECOGNIZE OUTSTANDING SCHOLARSHIP, LEADERSHIP, AND COMMUNITY INVOLVEMENT
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt057192
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt020144
IRS990/FeesForServicesAccountingGrp/TotalAmt020144
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0ALLEN W YEE
IRS990/Form990PartVIISectionAGrp/PersonNm1TIM QUICK
IRS990/Form990PartVIISectionAGrp/PersonNm2DONALD C COX
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID PRESSON
IRS990/Form990PartVIISectionAGrp/PersonNm4JAY JOERN
IRS990/Form990PartVIISectionAGrp/PersonNm5LARRY ROVIRA
IRS990/Form990PartVIISectionAGrp/PersonNm6SCOTT EVANS
IRS990/Form990PartVIISectionAGrp/PersonNm7MASON COZART
IRS990/Form990PartVIISectionAGrp/PersonNm8RICKY MARSHALL
IRS990/Form990PartVIISectionAGrp/PersonNm9MICHAEL SIMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm10NELSON FARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm11SHEA STICKLER
IRS990/Form990PartVIISectionAGrp/PersonNm12EDWARD LEVESQUE
IRS990/Form990PartVIISectionAGrp/PersonNm13PAUL W HANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm14FRANK C FRYBURG
IRS990/Form990PartVIISectionAGrp/PersonNm15ANDREW MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm16JOHN MCCANN
IRS990/Form990PartVIISectionAGrp/PersonNm17JEFFREY YORDON
IRS990/Form990PartVIISectionAGrp/PersonNm18LISA PEARSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1845444
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0ADVISOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIRMAN - INVESTMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIRMAN - ADMINISTRA
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIRMAN - LEGAL
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE CHAIRMAN - DEVELOPMEN
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13ADVISOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14HONORARY LIFE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16ADVISOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17ADVISOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18FOUNDATION DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt048
IRS990/GainOrLossGrp/SecuritiesAmt0-50074
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt057192
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt057192
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt057192
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt09323
IRS990/GrantsToDomesticOrgsGrp/TotalAmt09323
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0683151
IRS990/GrossReceiptsAmt01212552
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt04210
IRS990/InventoriesForSaleOrUseGrp/EOYAmt04089
IRS990/InvestmentIncomeGrp/ExclusionAmt0105373
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0105373
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01951556
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02294050
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09951
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt09951
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0733225
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE SIGMA PI EDUCATIONAL FOUNDATION IS DEDICATED TO ADVANCING THE EDUCATIONAL PURSUITS OF THE SIGMA PI FRATERNITY AND ITS MEMBERSHIP. TO SUPPORT THESE IDEALS, THE SIGMA PI EDUCATIONAL FOUNDATION PROVIDES SCHOLARSHIPS, GRANTS, AND EDUCATIONAL PROGRAMMING TO MEMBERS OF THE FRATERNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03118098
IRS990/NetAssetsOrFundBalancesEOYAmt03305168
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-50074
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-50074
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt048
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt048
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt022578
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt013200
IRS990/OccupancyGrp/TotalAmt013200
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0905746
IRS990/OtherAssetsTotalGrp/EOYAmt0875099
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03538
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03539
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01769
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08846
IRS990/OtherExpensesGrp/Desc0FUNDRAISING AND DEVELOP
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2INVESTMENT EXPENSES
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL FEES
IRS990/OtherExpensesGrp/FundraisingAmt054230
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt023751
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt121056
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt219500
IRS990/OtherExpensesGrp/TotalAmt054230
IRS990/OtherExpensesGrp/TotalAmt123751
IRS990/OtherExpensesGrp/TotalAmt221056
IRS990/OtherExpensesGrp/TotalAmt319500
IRS990/OtherLiabilitiesGrp/BOYAmt023454
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01351
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01351
IRS990/PayrollTaxesGrp/ProgramServicesAmt0675
IRS990/PayrollTaxesGrp/TotalAmt03377
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01777361
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01819759
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0117728
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt067441
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01338
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01492
IRS990/PrincipalOfficerNm0LESTER C JOERN JR
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCES & EVENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011142
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011142
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION PROVIDED A FINANCIAL GRANT TO THE FRATERNITY WHOSE ACTIVITIES ARE CONSISTENT WITH THOSE OF THE FOUNDATION WITH ENCOURAGING PATRIOTISM, SCHOLARSHIP, LEADERSHIP, AND PERSONAL DEVELOPMENT OF COLLEGE STUDENTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt09323
IRS990/ProgSrvcAccomActy2Grp/GrantAmt09323
IRS990/ProgSrvcAccomActy3Grp/Desc0ALLOCATION OF EMPLOYEE EXPENSES AND OTHER OVERHEAD EXPENDED TO PROVIDE THE RESOURCES NECESSARY TO CARRY ON THE EDUCATIONAL ACTIVITIES OF THE FOUNDATION
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt012398
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt011142
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0514580
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt095614
IRS990/PYInvestmentIncomeAmt0221654
IRS990/PYOtherExpensesAmt0166520
IRS990/PYOtherRevenueAmt022812
IRS990/PYProgramServiceRevenueAmt01528
IRS990/PYRevenuesLessExpensesAmt0442682
IRS990/PYSalariesCompEmpBnftPaidAmt055758
IRS990/PYTotalExpensesAmt0317892
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0760574
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0164492
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0412838
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0514580
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0415422
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0353788
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0209999
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01906627
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0105373
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0119550
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt095515
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0110038
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt094368
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0524844
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt05984
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt06686
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02957
IRS990ScheduleA/OtherIncome170Grp/TotalAmt015627
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.65630
IRS990ScheduleA/PublicSupportPY170Pct00.78210
IRS990ScheduleA/PublicSupportTotal170Amt01606053
IRS990ScheduleA/SubstantialContributorsTotAmt0300574
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0412838
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0514580
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0415422
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0353788
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0209999
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01906627
IRS990ScheduleA/TotalSupportAmt02447098
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01777364
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt016708
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01819759
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt025687
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01635182
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0133304
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01777364
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt062058
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt053180
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02326046
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt086169
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01635182

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,307,953
Liabilities
$2,785
Net assets
$3,305,168
Revenue
$479,327
Expenses
$314,835
Net income
$164,492
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.84$0.07$5.77$0.33$0.26$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.64$0.01$5.63$1.14$0.31$0.83
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.12$0.03$5.10$0.85$0.33$0.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.01$5.33$0.45$0.26$0.19
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.28$0.01$4.28$0.35$0.18$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.11$0.00$4.11$0.37$0.21$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$0.00$3.94$0.41$0.20$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.00$3.64$0.35$0.24$0.12
2016Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.48$0.31$0.16
2015Detailed filing. Detailed filing data is available for this year.$3.14$0.03$3.12$0.76$0.32$0.44
2014Detailed filing. Detailed filing data is available for this year.$2.99$0.15$2.83$0.55$0.35$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.17$2.48$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.21$2.33$0.43
2011Summary only. Only limited summary data is available for this year.$2.60$0.16$2.45$0.40$0.46$0.06