Civic Intelligence

Sigma Delta Tau Foundation Inc.

990 • Fiscal year 2017 • EIN 35-1783190

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 25, 2018

Organization ProfileWWW.SIGMADELTATAU.ORG
714 Adams StreetCarmel, IN 46032

(317) 846-7747

Siviq Scores

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

Liabilities / Assets

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

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

Liabilities / Revenue

31st percentile

0.03x

Higher debt load relative to revenue than 31% of similar nonprofits.

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

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

53rd percentile

$68,600

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 19.5% of source-year revenue.

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

Asset Growth

80th percentile

20%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

92nd percentile

97%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,221,044

Up $199,628 (+20%) from 2016

Net Assets

Up

$1,209,651

Up $198,310 (+20%) from 2016

Liabilities

Up

$11,393

Up $1,318 (+13%) from 2016

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin85th percentile

Revenue

Up

$351,429

Up $173,222 (+97%) from 2016

Expenses

Up

$242,574

Up $41,019 (+20%) from 2016

Net Income

Up

$108,855

Up $132,203 (+566%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2017

Assets$1,221,044
Liabilities$11,393
Net Assets$1,209,651
Open 2017 Filing

Operations Trend

Revenue Growth92nd percentile

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

2017

Revenue$351,429
Expenses$242,574
Net Income$108,855
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 25, 2018
Return Version
2017v2.3
Gross Receipts
$575,085
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 and fellowships to students. 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$880,811$1,049,798▲ $168,987
Savings and Temporary Cash Investments$126,550$164,058▲ $37,508
Pledges and Grants Receivable$12,757$6,757▼ $6,000
Other Notes and Loans Receivable, Net$700$0▼ $700
Land, Buildings, and Equipment, Net$598$431▼ $167
Total Assets$1,021,416$1,221,044▲ $199,628
Liabilities
Other Liabilities$10,000$10,000→ $0
Accounts Payable and Accrued Expenses$75$1,393▲ $1,318
Total Liabilities$10,075$11,393▲ $1,318
Net Assets / Fund Balance
Permanently Rstr Net Assets$535,536$577,876▲ $42,340
Unrestricted Net Assets$294,675$329,764▲ $35,089
Temporarily Rstr Net Assets$181,130$302,011▲ $120,881
Total Net Assets Fund Balance$1,011,341$1,209,651▲ $198,310
Total Liabilities and Net Assets / Fund Balance$1,021,416$1,221,044▲ $199,628

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$431$20,642$21,073

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$682,862$44,090▲ $93,152-$770,672
2016$625,440$36,694▲ $42,821-$682,862
2015$663,559$15,041▼ $24,330-$625,440
2014$598,242$75,580▲ $20,451-$663,559
2013$516,095$26,766▲ $79,704-$598,242
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kristen JacksonFoundation DirectorFT$68,600$68,600

Board Members and Trustees

NameTitle
Beth SeslerPresident
Hope FreedmanVice President
Suzanne LutzVice President
Anna GoldTrustee
Briana HoltzmanTrustee
Caren Silverman SafraTrustee
Carol Ann SchwartzTrustee
Carol GoldsteinTrustee
Nancy SpireTrustee
Sari FactorTrustee
Sheila SchwartzTrustee
Susannah Wesley-ahlschwedeTrustee
Lynda PitzerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$294,477
Program Service Revenue
$0
Investment Income
$56,952
Other Revenue
$0
All Other Contributions
$227,747
Change in Net Assets
$108,855
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$88,737
Grants and Similar Amounts Paid$81,809
Salaries, Compensation, and Employee Benefits$72,028
Total Fundraising Expense$48,216
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$12,800$25,700$25,600$64,100
Grants to Domestic Individuals$49,752--$49,752
Grants to Domestic Orgs$32,057--$32,057
Advertising$12,903-$3,820$16,723
Conferences and Meetings$10,276$5,165-$15,441
Insurance$1,969$3,954$3,938$9,861
Fees for Services Accounting-$9,040-$9,040
Fees for Service Investment Mgmnt Fees-$8,709-$8,709
Payroll Taxes$1,583$3,179$3,166$7,928
Information Technology-$6,243-$6,243
Occupancy$1,198$2,406$2,396$6,000
Office Expenses$373$750$747$1,870
Other Expenses$1,442$700$3,462$700
Depreciation Depletion-$167-$167
Total Functional Expenses$124,353$70,005$48,216$242,574
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sigma Delta Tau SocietyCarmel, IN501(c)7Educational Programming$32,057
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
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 11B

“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

Filer Name
Sigma Delta Tau Foundation Inc
EIN
35-1783190
Phone
3178467747
Address
714 ADAMS STREET, CARMEL, IN 46032

Signing Officer

Name
Kristen Jackson
Title
Foundation Director
Phone
3178467747
Signed
2018-07-25
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Mcm Cpas & Advisors Llp
Address
6840 EAGLE HIGHLANDS WAY, INDIANAPOLIS, IN 46254
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 is 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 principles.”

Raw XML AppendixShowing 400 of 518 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/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt075
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01393
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SIGMA DELTA TAU FOUNDATION, INC. WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION SUPPORTS COLLEGE EDUCATION BY AWARDING GRANTS AND FELLOWSHIPS TO STUDENTS. 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/AdvertisingGrp/FundraisingAmt03820
IRS990/AdvertisingGrp/ProgramServicesAmt012903
IRS990/AdvertisingGrp/TotalAmt016723
IRS990/AllOtherContributionsAmt0227747
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0KRISTEN JACKSON
IRS990/BooksInCareOfDetail/PhoneNum03178467747
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0714 ADAMS STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0CARMEL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046032
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt025600
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt025700
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt012800
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt064100
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt05165
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt010276
IRS990/ConferencesMeetingsGrp/TotalAmt015441
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0294477
IRS990/CYGrantsAndSimilarPaidAmt081809
IRS990/CYInvestmentIncomeAmt056952
IRS990/CYOtherExpensesAmt088737
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0108855
IRS990/CYSalariesCompEmpBnftPaidAmt072028
IRS990/CYTotalExpensesAmt0242574
IRS990/CYTotalFundraisingExpenseAmt048216
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0351429
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0167
IRS990/DepreciationDepletionGrp/TotalAmt0167
IRS990/Desc0THE FOUNDATION ISSUED GRANTS AND SCHOLARSHIPS TO INDIVIDUAL MEMBERS OF SIGMA DELTA TAU SOCIETY EXCLUSIVELY FOR EDUCATIONAL PURPOSES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt049752
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09040
IRS990/FeesForServicesAccountingGrp/TotalAmt09040
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt08709
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08709
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/PersonNm0SARI FACTOR
IRS990/Form990PartVIISectionAGrp/PersonNm1HOPE FREEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2BRIANA HOLTZMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3SUZANNE LUTZ
IRS990/Form990PartVIISectionAGrp/PersonNm4SHEILA SCHWARTZ
IRS990/Form990PartVIISectionAGrp/PersonNm5BETH SESLER
IRS990/Form990PartVIISectionAGrp/PersonNm6NANCY SPIRE
IRS990/Form990PartVIISectionAGrp/PersonNm7CAREN SILVERMAN SAFRA
IRS990/Form990PartVIISectionAGrp/PersonNm8SUSANNAH WESLEY-AHLSCHWEDE
IRS990/Form990PartVIISectionAGrp/PersonNm9KRISTEN JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm10CAROL ANN SCHWARTZ
IRS990/Form990PartVIISectionAGrp/PersonNm11ANNA GOLD
IRS990/Form990PartVIISectionAGrp/PersonNm12LYNDA PITZER
IRS990/Form990PartVIISectionAGrp/PersonNm13CAROL GOLDSTEIN
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/ReportableCompFromOrgAmt968600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9FOUNDATION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt032631
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt049752
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt049752
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt049752
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt032057
IRS990/GrantsToDomesticOrgsGrp/TotalAmt032057
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0256287
IRS990/GrossReceiptsAmt0575085
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06243
IRS990/InformationTechnologyGrp/TotalAmt06243
IRS990/InsuranceGrp/FundraisingAmt03938
IRS990/InsuranceGrp/ManagementAndGeneralAmt03954
IRS990/InsuranceGrp/ProgramServicesAmt01969
IRS990/InsuranceGrp/TotalAmt09861
IRS990/InvestmentIncomeGrp/ExclusionAmt024321
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024321
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0880811
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01049798
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt020642
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0598
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0431
IRS990/LandBldgEquipCostOrOtherBssAmt021073
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0223656
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt066730
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, AND FELLOWSHIPS TO STUDENTS. 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
IRS990/NetAssetsOrFundBalancesBOYAmt01011341
IRS990/NetAssetsOrFundBalancesEOYAmt01209651
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt032631
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt032631
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt089455
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02396
IRS990/OccupancyGrp/ManagementAndGeneralAmt02406
IRS990/OccupancyGrp/ProgramServicesAmt01198
IRS990/OccupancyGrp/TotalAmt06000
IRS990/OfficeExpensesGrp/FundraisingAmt0747
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0750
IRS990/OfficeExpensesGrp/ProgramServicesAmt0373
IRS990/OfficeExpensesGrp/TotalAmt01870
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc1POSTAGE AND SHIPPING
IRS990/OtherExpensesGrp/Desc2BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt05087
IRS990/OtherExpensesGrp/FundraisingAmt13462
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02491
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11501
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2700
IRS990/OtherExpensesGrp/ProgramServicesAmt01442
IRS990/OtherExpensesGrp/TotalAmt09020
IRS990/OtherExpensesGrp/TotalAmt14963
IRS990/OtherExpensesGrp/TotalAmt2700
IRS990/OtherLiabilitiesGrp/BOYAmt010000
IRS990/OtherLiabilitiesGrp/EOYAmt010000
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0700
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03166
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03179
IRS990/PayrollTaxesGrp/ProgramServicesAmt01583
IRS990/PayrollTaxesGrp/TotalAmt07928
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0535536
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0577876
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt012757
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt06757
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BETH SESLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION ISSUED AN EDUCATIONAL GRANT TO SIGMA DELTA TAU SOCIETY IN SUPPORT OF EDUCATIONAL SPEAKERS AT THE SOCIETY'S CONVENTION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt032057
IRS990/ProgSrvcAccomActy2Grp/GrantAmt032057
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt075913
IRS990/ProgSrvcAccomActy3Grp/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/ProgSrvcAccomActy3Grp/ExpenseAmt012903
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt030555
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROGRAM COST TO PROVIDE PROGRAMMING, EDUCATION AND SUPPORT FOR STUDENTS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt029641
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt070192
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0167762
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt052940
IRS990/PYInvestmentIncomeAmt010445
IRS990/PYOtherExpensesAmt094662
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-23348
IRS990/PYSalariesCompEmpBnftPaidAmt053953
IRS990/PYTotalExpensesAmt0201555
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0178207
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0108855
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0117816
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0126550
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0164058
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0294477
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0167762
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0167473
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0209856
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0156676
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0996244
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt024321
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt025386
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt024022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt019538
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023964
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0117231
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.88590
IRS990ScheduleA/PublicSupportPY170Pct00.83840
IRS990ScheduleA/PublicSupportTotal170Amt0986479
IRS990ScheduleA/SubstantialContributorsTotAmt09765
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0294477
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0167762
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0167473
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0209856
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0156676
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0996244
IRS990ScheduleA/TotalSupportAmt01113475
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt014076
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0682862
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt044090
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0770672
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt035356
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt093152
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt013093
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0625440
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt036694
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0682862
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt09000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt042821
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt012830
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0663559
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt015041
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0625440
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt016000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-24330
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt011964
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0598242
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt075580
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0663559
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt018750
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020451
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt010323
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0516095
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt026766
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0598242
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt014000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt079704
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0431
IRS990ScheduleD/EquipmentGrp/DepreciationAmt020642
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt021073
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD IN TRUST - BEQUEST
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.74980
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROVIDE GRANTS AND SCHOLARSHIPS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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 PRINCIPLES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.25020
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0431
IRS990ScheduleD/TotalLiabilityAmt010000
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt049752
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL SCHOLARSHIPS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,221,044
Liabilities
$11,393
Net assets
$1,209,651
Revenue
$351,429
Expenses
$242,574
Net income
$108,855
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