Civic Intelligence

Sigma Pi Educational Foundation Inc.

990 • Fiscal year 2017 • EIN 22-6034109

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 29, 2018

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

86th percentile

33%

Higher net margin than 86% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

39th percentile

$22,834

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

68th percentile

10.0%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-27%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$3,638,500

Up $330,547 (+10.0%) from 2016

Net Assets

Up

$3,635,741

Up $330,573 (+10%) from 2016

Liabilities

Down

$2,759

Down $26 (-0.9%) from 2016

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin86th percentile

Revenue

Down

$352,241

Down $127,086 (-27%) from 2016

Expenses

Down

$236,157

Down $78,678 (-25%) from 2016

Net Income

Down

$116,084

Down $48,408 (-29%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2017

Assets$3,638,500
Liabilities$2,759
Net Assets$3,635,741
Open 2017 Filing

Operations Trend

Revenue Growth10th 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

2017

Revenue$352,241
Expenses$236,157
Net Income$116,084
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 29, 2018
Return Version
2016v3.0
Gross Receipts
$492,630
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$2,294,050$2,666,268▲ $372,218
Cash and Non-Interest-Bearing Accounts$65,782$94,679▲ $28,897
Pledges and Grants Receivable$67,441$28,972▼ $38,469
Inventories for Sale or Use$4,089$4,089→ $0
Prepaid Expenses and Deferred Charges$1,492$1,244▼ $248
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$3,307,953$3,638,500▲ $330,547
Other Assets Total$875,099$843,248▼ $31,851
Liabilities
Accounts Payable and Accrued Expenses$2,785$2,759▼ $26
Total Liabilities$2,785$2,759▼ $26
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,046,744$2,229,744▲ $183,000
Permanently Rstr Net Assets$1,819,759$1,863,679▲ $43,920
Unrestricted Net Assets$-561,335$-457,682▲ $103,653
Total Net Assets Fund Balance$3,305,168$3,635,741▲ $330,573
Total Liabilities and Net Assets / Fund Balance$3,307,953$3,638,500▲ $330,547

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$9,951$9,951
Other Assets Org$37,593--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,819,759$46,568▲ $160,862$163,510$1,863,679
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
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisa PearsonFoundation DirectorFT$22,834$22,834

Board Members and Trustees

NameTitle
Lester JoernChairman
Ricky MarshallVice Chairman - Administration
Nick ZeislerVice Chairman - Development
David PressonVice Chairman - Investments
Scott EvansVice Chairman - Legal
Allen YeeAdvisory Trustee
James JenningsAdvisory Trustee
Jeffrey YordonAdvisory Trustee
John MccannAdvisory Trustee
Michael SimmonsAdvisory Trustee
Paul HansenAdvisory Trustee
Frank FryburgHonorary Trustee
Donald CoxTrustee
Edmund MorrisTrustee
Edward LevesqueTrustee
George CozartTrustee
Larry RoviraTrustee
Lloyd FarrisTrustee
Shea SticklerTrustee
Stephen LawlerTrustee
Rob PankauSecretary
Tim QuickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$205,248
Program Service Revenue
$7,805
Investment Income
$139,188
Other Revenue
$0
All Other Contributions
$205,248
Change in Net Assets
$116,084

Audited Revenue Reconciliation

Revenue per Audited Statements
$338,464
Revenue Not Reported on Financial Statements
$13,777
Revenue Not Reported on Form 990
$215,263
Total Revenue per Audited Statements
$553,727
Total Revenue per Form 990
$352,241
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$107,852
Total Fundraising Expense$88,619
Professional Fundraising Fees$59,553
Grants and Similar Amounts Paid$40,838
Salaries, Compensation, and Employee Benefits$27,914

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Professional Fundraising--$59,553$59,553
Grants to Domestic Individuals$40,838--$40,838
All Other Expenses$1,467$15,111$6,771$23,349
Current Officers, Directors, Trustees, and Key Employees$4,566$9,134$9,134$22,834
Fees for Services Accounting-$16,976-$16,976
Other Expenses-$13,777$11,129$11,129
Other Employee Benefits$633$1,266$1,266$3,165
Payroll Taxes$383$766$766$1,915
Travel-$1,289-$1,289
Total Functional Expenses$47,887$99,651$88,619$236,157

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$236,157
Total Expenses per Audited Statements$223,154
Expenses per Audited Statements$222,380
Expenses Not Reported on Financial Statements$13,777
Expenses Not Reported on Form 990$774
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$59,553
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
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 11B

“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
2018-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lester C Joern Jr
Formed
1952
Legal Domicile
In
Voting Board Members
12
Independent Board Members
12
Employees
1
Volunteers
0

Preparer

Firm
Doyle & Horlacher Plc
Address
2424 21ST AVENUE SOUTH 202, NASHVILLE, TN 37212
Preparer
Ronald D Williams CPA
Phone
6152562127
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Staff travel included as an expense on the financial statements”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Staff travel included as an expense on the financial statements”

PART V; LINE 4:

“Educational and leadership purposes”

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

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN - ADMINISTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRMAN - INVESTMENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIRMAN - LEGAL
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIRMAN - DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15HONORARY TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16ADVISORY TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17ADVISORY TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18ADVISORY TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19ADVISORY TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20ADVISORY TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21ADVISORY TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22FOUNDATION DIRECTOR
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IRS990/InvestmentInJointVentureInd00
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt03635741
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt016695
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016695
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0214489
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherChangesInNetAssetsAmt00
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01266
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0633
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03165
IRS990/OtherExpensesGrp/Desc0MISCALLANEOUS
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc2INVESTMENT EXPENSES
IRS990/OtherExpensesGrp/Desc3FUNDRAISING AND DEVELOP
IRS990/OtherExpensesGrp/FundraisingAmt011129
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt021328
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120004
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IRS990/OtherExpensesGrp/TotalAmt213777
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IRS990/PartialLiquidationInd00
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0766
IRS990/PayrollTaxesGrp/ProgramServicesAmt0383
IRS990/PayrollTaxesGrp/TotalAmt01915
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01819759
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01863679
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt067441
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt028972
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01492
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01244
IRS990/PrincipalOfficerNm0LESTER C JOERN JR
IRS990/ProfessionalFundraisingInd01
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IRS990/ProgSrvcAccomActy2Grp/Desc0REVENUE DERIVED FROM CONFERENCES AND EVENTS.
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt07805
IRS990/ProgSrvcAccomActy3Grp/Desc0ALLOCATION OF EMPLOYEE EXPENSES AND OTHER OVERHEAD EXPENDED TO PROVIDE THE RESOURCES NECESSARY TO CARRY ON THE EDUCATIONAL ACTIVITIES OF THE FOUNDATION.
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IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0479327
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0116084
IRS990/RegularMonitoringEnfrcInd00
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IRS990/RelatedOrganizationCtrlEntInd00
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt095515
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0110038
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0552969
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt012670
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IRS990ScheduleA/PublicSupportCY170Pct00.63310
IRS990ScheduleA/PublicSupportPY170Pct00.65630
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IRS990ScheduleA/SubstantialContributorsTotAmt0339591
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0205248
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0514580
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0415422
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0353788
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01901876
IRS990ScheduleA/TotalSupportAmt02467515
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,638,500
Liabilities
$2,759
Net assets
$3,635,741
Revenue
$352,241
Expenses
$236,157
Net income
$116,084
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
2017Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $1M-$5M nonprofits