Civic Intelligence

Sigma Delta Tau Foundation Inc.

990 • Fiscal year 2013 • EIN 35-1783190

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

Organization ProfileWWW.SIGMADELTATAU.COM
714 Adams Street46032

(317) 846-7747

Siviq Scores

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

Liabilities / Assets

39th percentile

0.02x

Higher debt load relative to assets than 39% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.08x

Higher debt load relative to revenue than 59% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

86th percentile

37%

Higher net margin than 86% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

56th percentile

$21,226

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

79th percentile

20%

Faster asset growth than 79% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$872,194

Up $146,687 (+20%) from 2012

Net Assets

Up

$858,044

Up $154,683 (+22%) from 2012

Liabilities

Down

$14,150

Down $7,996 (-36%) from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin86th percentile

Revenue

$182,184

No earlier filing loaded for comparison.

Expenses

Down

$115,602

Down $11,733 (-9.2%) from 2012

Net Income

$66,582

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $591,575Liabilities 2011: $11,480Net Assets 2011: $580,0952011Assets 2012: $725,507Liabilities 2012: $22,146Net Assets 2012: $703,3612012Assets 2013: $872,194Liabilities 2013: $14,150Net Assets 2013: $858,0442013Assets 2014: $980,692Liabilities 2014: $13,440Net Assets 2014: $967,2522014Assets 2015: $989,512Liabilities 2015: $15,953Net Assets 2015: $973,5592015Assets 2016: $1,021,416Liabilities 2016: $10,075Net Assets 2016: $1,011,3412016Assets 2017: $1,221,044Liabilities 2017: $11,393Net Assets 2017: $1,209,6512017Assets 2018: $1,024,067Liabilities 2018: $10,075Net Assets 2018: $1,013,9922018Assets 2019: $1,196,717Liabilities 2019: $10,000Net Assets 2019: $1,186,7172019Assets 2020: $1,322,732Liabilities 2020: $16,566Net Assets 2020: $1,306,1662020Assets 2022: $1,455,753Liabilities 2022: $48,268Net Assets 2022: $1,407,4852022Assets 2023: $1,469,907Liabilities 2023: $43,154Net Assets 2023: $1,426,7532023Assets 2024: $1,568,158Liabilities 2024: $43,590Net Assets 2024: $1,524,5682024Assets 2025: $1,731,057Liabilities 2025: $91,025Net Assets 2025: $1,640,0322025

Highlighted filing

2013

Assets$872,194
Liabilities$14,150
Net Assets$858,044
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2011: $111,0252011Expenses 2012: $127,3352012Revenue 2013: $182,184Expenses 2013: $115,602Net Income 2013: $66,5822013Revenue 2014: $355,075Expenses 2014: $136,078Net Income 2014: $218,9972014Revenue 2015: $170,040Expenses 2015: $133,338Net Income 2015: $36,7022015Revenue 2016: $178,207Expenses 2016: $201,555Net Income 2016: -$23,3482016Revenue 2017: $351,429Expenses 2017: $242,574Net Income 2017: $108,8552017Revenue 2018: $226,763Expenses 2018: $313,513Net Income 2018: -$86,7502018Revenue 2019: $275,070Expenses 2019: $238,667Net Income 2019: $36,4032019Revenue 2020: $268,738Expenses 2020: $227,158Net Income 2020: $41,5802020Revenue 2022: $704,980Expenses 2022: $535,038Net Income 2022: $169,9422022Revenue 2023: $647,852Expenses 2023: $668,744Net Income 2023: -$20,8922023Revenue 2024: $833,664Expenses 2024: $849,236Net Income 2024: -$15,5722024Revenue 2025: $954,618Expenses 2025: $892,726Net Income 2025: $61,8922025

Highlighted filing

2013

Revenue$182,184
Expenses$115,602
Net Income$66,582
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.0
Gross Receipts
$184,640
Mission and Program Overview

Mission

Sigma delta tau foundation, inc was organized exclusively for charitable and educational purposes. The foundation supports the educational, leadership and philanthropic activities of sigma delta tau members by providing scholarships, educational grants, hardship support, and financial grants. The foundation also provides program grants to sigma delta tau society, a 501(c)7 organization whose activities are consistent with encouraging each member to reach their fullest potential by enriching the experience of women with similar ideals, building lasting relationships, promoting civic responsibility, and fostering personal growth.

Sigma delta tau foundation, inc. Was organized exclusively for charitable and educational purposes. The foundation supports college education by awarding grants, fellowships, and student loans. The foundation also may provide financial grants to sigma delta tau society, a 501(c)(7) organization whose activities are consistent with encouraging patriotism, scholarship, leadership, and personal development of college students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$614,054$723,617▲ $109,563
Savings and Temporary Cash Investments$69,081$112,377▲ $43,296
Pledges and Grants Receivable$40,000$30,000▼ $10,000
Cash and Non-Interest-Bearing Accounts$0$5,281▲ $5,281
Other Notes and Loans Receivable, Net$750$750→ $0
Land, Buildings, and Equipment, Net$1,622$169▼ $1,453
Total Assets$725,507$872,194▲ $146,687
Liabilities
Other Liabilities$10,000$10,000→ $0
Accounts Payable and Accrued Expenses$12,146$4,150▼ $7,996
Total Liabilities$22,146$14,150▼ $7,996
Net Assets / Fund Balance
Permanently Rstr Net Assets$388,851$414,907▲ $26,056
Temporarily Rstr Net Assets$187,745$257,661▲ $69,916
Unrestricted Net Assets$126,765$185,476▲ $58,711
Total Net Assets Fund Balance$703,361$858,044▲ $154,683
Total Liabilities and Net Assets / Fund Balance$725,507$872,194▲ $146,687

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$169$20,070$20,239

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$516,095$26,766▲ $79,704-$598,242
2012$471,325$4,790▲ $57,422-$516,095
2011$494,926$5,167▼ $7,228-$471,325
2010$430,867$28,496▲ $50,216-$494,926
2009$354,580$2,610▲ $84,807-$430,867
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Trish StienekerFoundation DirectorPT$21,226$21,226

Board Members and Trustees

NameTitle
Carol Ann SchwartzPresident
Anna GoldVice President
Amy BrodieTrustee
Beth SeslerTrustee
Gale LazarusTrustee
Hali HermanTrustee
Hope FreedmanTrustee
Jacqueline CohenTrustee
Jessica RyanTrustee
Lara StangelTrustee
Lindsay KvasnikTrustee
Megan KesslerTrustee
Nancy SpireTrustee
Roberta AaronsonTrustee
Sari FactorTrustee
Sheila SchwartzTrustee
Stephanie HigginsTrustee
Suzanne LutzTrustee
Lynda ReiffSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$156,676
Program Service Revenue
$0
Investment Income
$25,508
Other Revenue
$0
All Other Contributions
$107,076
Change in Net Assets
$66,582
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$51,019
Total Fundraising Expense$35,730
Grants and Similar Amounts Paid$33,700
Salaries, Compensation, and Employee Benefits$23,593
Professional Fundraising Fees$7,290

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$21,500--$21,500
Current Officers, Directors, Trustees, and Key Employees$1,100$4,226$15,900$21,226
Grants to Domestic Orgs$12,200--$12,200
Fees for Services Accounting-$9,285-$9,285
Advertising$6,515$430$2,133$9,078
Fees for Services Professional Fundraising--$7,290$7,290
Conferences and Meetings$3,663$3,386-$7,049
Insurance$339$1,301$4,893$6,533
Office Expenses$55$4,590$788$5,433
Fees for Service Investment Mgmnt Fees-$4,980-$4,980
Occupancy$204$785$2,953$3,942
Other Expenses$250$3,016-$3,266
Payroll Taxes$123$471$1,773$2,367
Depreciation Depletion-$1,453-$1,453
Total Functional Expenses$45,949$33,923$35,730$115,602
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
36-2024274-501(c)7Educational Programming$12,200
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$7,290
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held in Trust - Bequest$10,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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

“The finance committee reviews form 990 prior to the return being filed.”

Form 990, Part VI, Section B, Line 12C

“The foundation reviews the policy and any conflicts of interest on an annual basis.”

Form 990, Part VI, Section B, Line 15A

“Compensation is determined on a year to year basis by the board and takes into consideration responsibilities, budget, economy, etc.”

Form 990, Part VI, Section C, Line 19

“The foundation makes its governing documents, financial statements and tax return available to the public upon request.”

Filing and Contact Details

Filer

EIN
35-1783190
Phone
3178467747

Signing Officer

Name
Patricia Stieneker
Title
Foundation Director
Phone
3178467747
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Stieneker
Formed
1963
Legal Domicile
In
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
22

Preparer

Preparer
Rebekah Payne CPA
Phone
3173475200
Supplemental Narrative

Additional Explanations

FORM 990,PART V, LINE 2A, NUMBER OF EMPLOYEES REPORTED ON FORM W-3:

“The foundation's payroll is processed by a common paymaster. The foundation reimburses the common paymaster for the payroll for the foundation's employees and this reimbursement is recognized as expense on the foundation's form 990. The form w-3 is filed by the common paymaster; form w-3 is not required to be filed by the foundation.”

FORM 990, PART XII, LINE 2C:

“The organization has a committee that is responsible for overseeing the review process as well as selecting an independent accountant.”

Financial Statement Notes

PART V, LINE 4:

“The organization's intended use of the endowment funds are to provide grants and scholarships.”

PART X, LINE 2:

“The foundation has evalutated tax positions taken in the tax returns filed and has determined that there are no uncertain tax positions as defined by generally accepted accounting standards. Under a three-year statute of limitations, the organization remains subject to examination by the internal revenue service for the years ended december 31, 2010 through december 31, 2012.”

Raw XML AppendixShowing 400 of 557 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16FOUNDATION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19SECRETARY/TREASURER
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt049600
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SIGMA DELTA TAU FOUNDATION, INC. WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION SUPPORTS COLLEGE EDUCATION BY AWARDING GRANTS, FELLOWSHIPS, AND STUDENT LOANS. THE FOUNDATION ALSO MAY PROVIDE FINANCIAL GRANTS TO SIGMA DELTA TAU SOCIETY, A 501(C)(7) ORGANIZATION WHOSE ACTIVITIES ARE CONSISTENT WITH ENCOURAGING PATRIOTISM, SCHOLARSHIP, LEADERSHIP, AND PERSONAL DEVELOPMENT OF COLLEGE STUDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01544
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01544
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt088101
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02953
IRS990/OccupancyGrp/ManagementAndGeneralAmt0785
IRS990/OccupancyGrp/ProgramServicesAmt0204
IRS990/OccupancyGrp/TotalAmt03942
IRS990/OfficeExpensesGrp/FundraisingAmt0788
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04590
IRS990/OfficeExpensesGrp/ProgramServicesAmt055
IRS990/OfficeExpensesGrp/TotalAmt05433
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03016
IRS990/OtherExpensesGrp/ProgramServicesAmt0250
IRS990/OtherExpensesGrp/TotalAmt03266
IRS990/OtherLiabilitiesGrp/BOYAmt010000
IRS990/OtherLiabilitiesGrp/EOYAmt010000
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0750
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0750
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01773
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0471
IRS990/PayrollTaxesGrp/ProgramServicesAmt0123
IRS990/PayrollTaxesGrp/TotalAmt02367
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0388851
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt040000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt030000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PATRICIA STIENEKER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION ISSUED AN EDUCATIONAL GRANT TO SIGMA DELTA TAU SOCIETY IN SUPPORT OF THE LEADERSHIP SCHOOL.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt012200
IRS990/ProgSrvcAccomActy2Grp/GrantAmt012200
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt041599
IRS990/ProgSrvcAccomActy3Grp/Desc0PROGRAM COST TO PROVIDE PROGRAMMING, EDUCATION AND SUPPORT FOR STUDENTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05734
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt019552
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE FOUNDATION PROVIDED INFORMATION TO SIGMA DELTA TAU SOCIETY MEMBERS THROUGH DEDICATED PAGES OF THE SOCIETY'S MAGAZINE AND THROUGH PUBLICATION OF A NEWSLETTER.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt06515
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt022215
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0175370
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt033750
IRS990/PYInvestmentIncomeAmt020872
IRS990/PYOtherExpensesAmt062799
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt068907
IRS990/PYSalariesCompEmpBnftPaidAmt024118
IRS990/PYTotalExpensesAmt0127335
IRS990/PYTotalProfFndrsngExpnsAmt06668
IRS990/PYTotalRevenueAmt0196242
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt066582
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt015317
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt091929
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IRS990ScheduleA/PublicSupportPY170Pct00.82450
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0115008
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0667420
IRS990ScheduleA/TotalSupportAmt0759349
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Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$872,194
Liabilities
$14,150
Net assets
$858,044
Revenue
$182,184
Expenses
$115,602
Net income
$66,582
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.73$0.09$1.64$0.95$0.89$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.57$0.04$1.52$0.83$0.85$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.47$0.04$1.43$0.65$0.67$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.46$0.05$1.41$0.70$0.54$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.32$0.02$1.31$0.27$0.23$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.01$1.19$0.28$0.24$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.02$0.01$1.01$0.23$0.31$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.01$1.21$0.35$0.24$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.01$1.01$0.18$0.20$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.02$0.97$0.17$0.13$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.98$0.01$0.97$0.36$0.14$0.22
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.01$0.86$0.18$0.12$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.02$0.70$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.01$0.58$0.11