Civic Intelligence

Sigma Pi Educational Foundation Inc.

990 • Fiscal year 2021 • EIN 22-6034109

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 16, 2021

Organization ProfileSIGMAPIEDFUND.ORG
1101 Kermit Drive Suite 730Nashville, TN 37217

(615) 921-2300

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.01x

Higher debt load relative to revenue than 15% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

83rd percentile

43%

Higher net margin than 83% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

76th percentile

25%

Faster asset growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

66th percentile

27%

Faster revenue growth than 66% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$5,337,984

Up $1,053,614 (+25%) from 2020

Net Assets

Up

$5,332,307

Up $1,056,758 (+25%) from 2020

Liabilities

Down

$5,677

Down $3,144 (-36%) from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin83rd percentile

Revenue

Up

$449,328

Up $94,439 (+27%) from 2020

Expenses

Up

$257,787

Up $76,177 (+42%) from 2020

Net Income

Up

$191,541

Up $18,262 (+11%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2021

Assets$5,337,984
Liabilities$5,677
Net Assets$5,332,307
Open 2021 Filing

Operations Trend

Revenue Growth66th 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

2021

Revenue$449,328
Expenses$257,787
Net Income$191,541
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 16, 2021
Return Version
2020v4.1
Gross Receipts
$916,737
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$3,339,469$4,404,081▲ $1,064,612
Cash and Non-Interest-Bearing Accounts$78,741$83,752▲ $5,011
Savings and Temporary Cash Investments$78,624$76,430▼ $2,194
Inventories for Sale or Use$3,636--
Other Notes and Loans Receivable, Net$921$2,842▲ $1,921
Prepaid Expenses and Deferred Charges$6,099$1,857▼ $4,242
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$4,284,370$5,337,984▲ $1,053,614
Other Assets Total$776,880$769,022▼ $7,858
Liabilities
Grants Payable-$3,000-
Accounts Payable and Accrued Expenses$8,821$2,677▼ $6,144
Total Liabilities$8,821$5,677▼ $3,144
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,319,014$5,290,293▲ $971,279
Net Assets Without Donor Restrictions$-43,465$42,014▲ $85,479
Total Net Assets Fund Balance$4,275,549$5,332,307▲ $1,056,758
Total Liabilities and Net Assets / Fund Balance$4,284,370$5,337,984▲ $1,053,614

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$9,951$9,951
Other Assets Org$208,008--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,898,555$92,070▲ $606,052$332,404$2,264,273
2019$2,510,600$47,358▲ $49,621$709,024$1,898,555
2018$2,621,561$48,195▲ $69,759$228,915$2,510,600
2017$2,526,856$65,373▲ $162,185$132,853$2,621,561
2016$2,416,789$54,331▲ $201,975$146,239$2,526,856
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Jeff ClineChairman
David PressonVice Chairman - Investment
Mike LongVice Chairman - Legal
Jonathan FrostExecutive/director/CEO
Diogo TavaresTrustee
Jason WalkerTrustee
Patrick ReimerTrustee
Paul GormanTrustee
Rob PankauTrustee
Taylor LapsysSecretary
Daniel DaughertyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$274,961
Program Service Revenue
$35,339
Investment Income
$139,028
Other Revenue
$0
All Other Contributions
$274,961
Change in Net Assets
$191,541

Audited Revenue Reconciliation

Revenue per Audited Statements
$425,307
Revenue Not Reported on Financial Statements
$24,021
Revenue Not Reported on Form 990
$865,216
Other Revenue Adjustments
$-1
Total Revenue per Audited Statements
$1,290,523
Total Revenue per Form 990
$449,328
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$116,338
Other Expenses$108,754
Total Fundraising Expense$38,345
Professional Fundraising Fees$32,695
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$116,338--$116,338
Fees for Services Accounting-$36,258-$36,258
Fees for Services Professional Fundraising--$32,695$32,695
All Other Expenses-$5,940$239$6,179
Other Expenses-$12,305$5,411$5,411
Insurance-$1,673-$1,673
Total Functional Expenses$116,338$103,104$38,345$257,787

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$257,787
Expenses per Audited Statements$233,765
Total Expenses per Audited Statements$233,765
Expenses Not Reported on Financial Statements$24,022
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$32,695
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 35% controlled entity
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
1101 KERMIT DRIVE SUITE 730, NASHVILLE, TN 37217

Signing Officer

Name
Jonathan Frost
Title
Executive Director/CEO
Phone
6159212300
Signed
2021-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan Frost
Formed
1952
Legal Domicile
In
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Horlacher Williams Lowery Plc
Address
5214 MARYLAND WAY STE 207, BRENTWOOD, TN 37027
Preparer
Ken Lowery CPA
Phone
6152562127
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“ROUNDING 1.”

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“ROUNDING”

PART V; LINE 4:

“Educational and leadership purposes”

Raw XML AppendixShowing 400 of 546 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/BOYAmt08821
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02677
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0EDUCATIONAL AND LEADERSHIP DEVELOPMENT
IRS990/AllOtherContributionsAmt0274961
IRS990/AllOtherExpensesGrp/FundraisingAmt0239
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt05940
IRS990/AllOtherExpensesGrp/TotalAmt06179
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/PersonNm0JONATHAN FROST
IRS990/BooksInCareOfDetail/PhoneNum06159212300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01101 KERMIT DRIVE SUITE 730
IRS990/BooksInCareOfDetail/USAddress/CityNm0NASHVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd037217
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt078741
IRS990/CashNonInterestBearingGrp/EOYAmt083752
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0274961
IRS990/CYGrantsAndSimilarPaidAmt0116338
IRS990/CYInvestmentIncomeAmt0139028
IRS990/CYOtherExpensesAmt0108754
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt035339
IRS990/CYRevenuesLessExpensesAmt0191541
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0257787
IRS990/CYTotalFundraisingExpenseAmt038345
IRS990/CYTotalProfFndrsngExpnsAmt032695
IRS990/CYTotalRevenueAmt0449328
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION SUPPORTED COLLEGE EDUCATION BY AWARDING SCHOLARSHIPS TO RECOGNIZE OUTSTANDING SCHOLARSHIP, LEDARSHIP, AND COMMUNITY INVOLVEMENT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt04319014
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt05290293
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt093306
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt036258
IRS990/FeesForServicesAccountingGrp/TotalAmt036258
IRS990/FeesForServicesProfFundraising/FundraisingAmt032695
IRS990/FeesForServicesProfFundraising/TotalAmt032695
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/AverageHoursPerWeekRt1010.00
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/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/PersonNm0JEFF CLINE
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID PRESSON
IRS990/Form990PartVIISectionAGrp/PersonNm2MIKE LONG
IRS990/Form990PartVIISectionAGrp/PersonNm3TAYLOR LAPSYS
IRS990/Form990PartVIISectionAGrp/PersonNm4DANIEL DAUGHERTY
IRS990/Form990PartVIISectionAGrp/PersonNm5PAUL GORMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6ROB PANKAU
IRS990/Form990PartVIISectionAGrp/PersonNm7PATRICK REIMER
IRS990/Form990PartVIISectionAGrp/PersonNm8DIOGO TAVARES
IRS990/Form990PartVIISectionAGrp/PersonNm9JASON WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm10JONATHAN FROST
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/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/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN - INVESTMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRMAN - LEGAL
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE/DIRECTOR/CEO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt054413
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt093306
IRS990/GrantsPayableGrp/EOYAmt03000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0116338
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0116338
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0521822
IRS990/GrossReceiptsAmt0916737
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01673
IRS990/InsuranceGrp/TotalAmt01673
IRS990/InventoriesForSaleOrUseGrp/BOYAmt03636
IRS990/InvestmentIncomeGrp/ExclusionAmt084615
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt084615
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03339469
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04404081
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09951
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt09951
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0467409
IRS990/LoanOutstandingInd00
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
IRS990/NetAssetsOrFundBalancesBOYAmt04275549
IRS990/NetAssetsOrFundBalancesEOYAmt05332307
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt054413
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt054413
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0865216
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-43465
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt042014
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0776880
IRS990/OtherAssetsTotalGrp/EOYAmt0769022
IRS990/OtherChangesInNetAssetsAmt01
IRS990/OtherExpensesGrp/Desc0INVESTMENT EXPENSES
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc2POSTAGE AND DELIVERY
IRS990/OtherExpensesGrp/Desc3MERCHANT CARD FEES
IRS990/OtherExpensesGrp/FundraisingAmt05411
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt024022
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt122906
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt212305
IRS990/OtherExpensesGrp/TotalAmt024022
IRS990/OtherExpensesGrp/TotalAmt122906
IRS990/OtherExpensesGrp/TotalAmt212305
IRS990/OtherExpensesGrp/TotalAmt35411
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0921
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt02842
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06099
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01857
IRS990/PrincipalOfficerNm0JONATHAN FROST
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCES & EVENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt035339
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt035339
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION PROVIDED A FINANCIAL GRANT TO A UNIVERSITY WHOSE ACTIVITIES ARE CONSISTENT WITH THOSE OF THE FOUNDATION WITH ENCOURAGING PATRIOTISM, SCHOLARSHIP, LEADERSHIP, AND PERSONAL DEVELOPMENT OF COLLEGE STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt023032
IRS990/ProgSrvcAccomActy2Grp/GrantAmt023032
IRS990/ProgSrvcAccomActy3Grp/Desc0REVENUE DERIVED FROM CONFERENCES AND EVENTS.
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt035339
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0189471
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt062655
IRS990/PYInvestmentIncomeAmt0148190
IRS990/PYOtherExpensesAmt084031
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt017228
IRS990/PYRevenuesLessExpensesAmt0173279
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0181610
IRS990/PYTotalProfFndrsngExpnsAmt034924
IRS990/PYTotalRevenueAmt0354889
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0191541
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt078624
IRS990/SavingsAndTempCashInvstGrp/EOYAmt076430
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0274961
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0189471
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0183844
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0196080
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0205248
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01049604
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt084615
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0144133
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0120938
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0147461
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0122493
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0619640
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62880
IRS990ScheduleA/PublicSupportPY170Pct00.56540
IRS990ScheduleA/PublicSupportTotal170Amt01049604
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0274961
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0189471
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0183844
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0196080
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0205248
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01049604
IRS990ScheduleA/TotalSupportAmt01669244
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/BeginningYearBalanceAmt01898555
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt092070
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02264273
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0606052
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0332404
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02510600
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt047358
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01898555
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt049621
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0709024
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02621561
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt048195
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02510600
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt069759
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0228915
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02526856
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt065373
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02621561
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0162185
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0132853
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02416789
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt054331
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02526856
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0201975
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0146239
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09951
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09951
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt024022
IRS990ScheduleD/ExpensesSubtotalAmt0233765
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt024022
IRS990ScheduleD/InvestmentExpensesNotIncldAmt024022
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0865216
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0561014
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1208008
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0MORTGAGES RECEIVABLE - ALPHA-PI
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1NOTE RECEIVABLE - ALPHA-DELTA-AUBURN
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-1
IRS990ScheduleD/RevenueNotReportedAmt0865216
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt024021
IRS990ScheduleD/RevenueSubtotalAmt0425307
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ROUNDING
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1EDUCATIONAL AND LEADERSHIP PURPOSES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART V; LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0769022
IRS990ScheduleD/TotalExpensesPerForm990Amt0257787
IRS990ScheduleD/TotalRevenuePerForm990Amt0449328
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01290523
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0233765
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0MAIL SOLICITATIONS
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt1MAIL SOLICITATIONS
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd10
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt031468
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt13910
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt03562
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt1-879
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0PENNINGTON & COMPANY
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt1GABRIEL GROUP
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt027906
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt14789
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0501 GATEWAY DR
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt13190 RIDER TRAIL SOUTH
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0LAWRENCE
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm1EARTH CITY
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0KS
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd1MO
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd066049
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd163045
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt035378
IRS990ScheduleG/TotalNetToOrganizationAmt02683
IRS990ScheduleG/TotalRetainedByContractorsAmt032695
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt04000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt11500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt22400
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt310650
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt45500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt5500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt624416
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt72500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt81000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt91000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,337,984
Liabilities
$5,677
Net assets
$5,332,307
Revenue
$449,328
Expenses
$257,787
Net income
$191,541
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
2021Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $5M-$10M nonprofits