Civic Intelligence

Sigma Alpha Epsilon Foundation

990 • Fiscal year 2020 • EIN 36-2170145

Jul 01, 2019 to Jun 30, 2020 • Filed on May 13, 2021

Organization ProfileWWW.SAE.NET
1856 Sheridan RoadEvanston, IL 60201-3837

(847) 475-1856

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

19th percentile

0.07x

Higher debt load relative to revenue than 19% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

63rd percentile

$214,858

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

23rd percentile

-1.1%

Faster asset growth than 23% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

37%

Faster revenue growth than 86% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$18,656,401

Down $203,443 (-1.1%) from 2019

Net Assets

Up

$18,447,342

Up $125,464 (+0.7%) from 2019

Liabilities

Down

$209,059

Down $328,907 (-61%) from 2019

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin79th percentile

Revenue

Up

$3,033,561

Up $821,464 (+37%) from 2019

Expenses

Up

$2,307,286

Up $392,866 (+21%) from 2019

Net Income

Up

$726,275

Up $428,598 (+144%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$30M$20M$10M$0Assets 2010: $12,460,506Liabilities 2010: $185,714Net Assets 2010: $12,274,7922010Assets 2011: $15,276,318Liabilities 2011: $192,587Net Assets 2011: $15,083,7312011Assets 2012: $14,864,781Liabilities 2012: $298,564Net Assets 2012: $14,566,2172012Assets 2013: $17,039,372Liabilities 2013: $2,018,269Net Assets 2013: $15,021,1032013Assets 2014: $18,649,362Liabilities 2014: $1,682,101Net Assets 2014: $16,967,2612014Assets 2015: $16,994,399Liabilities 2015: $255,673Net Assets 2015: $16,738,7262015Assets 2016: $15,873,683Liabilities 2016: $160,252Net Assets 2016: $15,713,4312016Assets 2017: $16,975,158Liabilities 2017: $274,489Net Assets 2017: $16,700,6692017Assets 2018: $18,103,125Liabilities 2018: $423,732Net Assets 2018: $17,679,3932018Assets 2019: $18,859,844Liabilities 2019: $537,966Net Assets 2019: $18,321,8782019Assets 2020: $18,656,401Liabilities 2020: $209,059Net Assets 2020: $18,447,3422020Assets 2021: $23,237,112Liabilities 2021: $425,322Net Assets 2021: $22,811,7902021Assets 2022: $21,163,081Liabilities 2022: $268,692Net Assets 2022: $20,894,3892022Assets 2023: $23,508,126Liabilities 2023: $353,140Net Assets 2023: $23,154,9862023Assets 2024: $25,927,919Liabilities 2024: $385,559Net Assets 2024: $25,542,3602024

Highlighted filing

2020

Assets$18,656,401
Liabilities$209,059
Net Assets$18,447,342
Open 2020 Filing

Operations Trend

Revenue Growth86th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,949,7922010Expenses 2011: $2,348,3442011Expenses 2012: $2,574,4052012Expenses 2013: $2,981,2982013Revenue 2014: $2,766,184Expenses 2014: $2,158,778Net Income 2014: $607,4062014Revenue 2015: $3,186,979Expenses 2015: $2,828,063Net Income 2015: $358,9162015Revenue 2016: $2,092,979Expenses 2016: $2,581,407Net Income 2016: -$488,4282016Revenue 2017: $2,696,327Expenses 2017: $2,902,291Net Income 2017: -$205,9642017Revenue 2018: $2,774,221Expenses 2018: $2,111,467Net Income 2018: $662,7542018Revenue 2019: $2,212,097Expenses 2019: $1,914,420Net Income 2019: $297,6772019Revenue 2020: $3,033,561Expenses 2020: $2,307,286Net Income 2020: $726,2752020Revenue 2021: $6,022,292Expenses 2021: $3,338,472Net Income 2021: $2,683,8202021Revenue 2022: $4,148,154Expenses 2022: $2,546,305Net Income 2022: $1,601,8492022Revenue 2023: $3,347,919Expenses 2023: $2,715,988Net Income 2023: $631,9312023Revenue 2024: $3,905,211Expenses 2024: $3,751,942Net Income 2024: $153,2692024

Highlighted filing

2020

Revenue$3,033,561
Expenses$2,307,286
Net Income$726,275
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 13, 2021
Return Version
2019v5.0
Gross Receipts
$3,333,561
Mission and Program Overview

Mission

To support its members and their chapters to help fulfill their educational aspirations and goals; to promote programs teaching leadership,scholarship, and personal development; and to ensure the presevation of levere memorial temple.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,810,128$15,416,698▼ $393,430
Land, Buildings, and Equipment, Net$2,088,430$1,991,652▼ $96,778
Savings and Temporary Cash Investments$785,492$1,120,863▲ $335,371
Prepaid Expenses and Deferred Charges$57,328$63,918▲ $6,590
Other Notes and Loans Receivable, Net$115,935$60,739▼ $55,196
Pledges and Grants Receivable$1,699$1,699→ $0
Total Assets$18,859,844$18,656,401▼ $203,443
Other Assets Total$832$832→ $0
Liabilities
Accounts Payable and Accrued Expenses$288,777$162,020▼ $126,757
Other Liabilities$249,189$47,039▼ $202,150
Total Liabilities$537,966$209,059▼ $328,907
Net Assets / Fund Balance
Net Assets With Donor Restrictions$16,058,836$16,954,727▲ $895,891
Net Assets Without Donor Restrictions$2,263,042$1,492,615▼ $770,427
Total Net Assets Fund Balance$18,321,878$18,447,342▲ $125,464
Total Liabilities and Net Assets / Fund Balance$18,859,844$18,656,401▼ $203,443

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,927,756$2,117,704$4,045,460
Equipment-$1,092,161$1,092,161
Land$63,896-$63,896

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$16,058,836$1,551,848▲ $484,486-$16,954,727
2018$15,905,569$613,482▲ $818,819$91,535$16,058,836
2017$14,780,347$1,013,557▲ $1,218,423-$15,906,069
2016$14,036,290$976,312▲ $1,982,233$1,025,195$14,780,347
2015$14,502,501$980,847▼ $241,336$286,529$14,036,290
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Dan StanczakSr Director-PT$114,245$114,245

Board Members and Trustees

NameTitle
Jim MountainPresident
Bob WattsTrustee
Dean MorellTrustee
Ed FullerTrustee
Fred KleisnerTrustee
Grant GierTrustee
Greg BeltranTrustee
Jack CountsTrustee
Joe HalcombTrustee
Les IrelandTrustee
Todd BuchananTrustee
Tom LamantiaTrustee
Mike SophirCEO
Steve MitchellCEO
Will GrimsleyCEO
Mike RodgersCouncil Liai
Curtis FrasierSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,102,852
Program Service Revenue
$150,280
Investment Income
$767,339
Other Revenue
$13,090
All Other Contributions
$2,102,852
Change in Net Assets
$726,275

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded8$151,381
Total Noncash Contributions8$151,381

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,033,561
Revenue Not Reported on Form 990
$-600,811
Total Revenue per Audited Statements
$2,432,750
Total Revenue per Form 990
$3,033,561
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,251,636
Grants and Similar Amounts Paid$1,055,650
Total Fundraising Expense$352,086
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$809,860--$809,860
Fees for Services Management$189,528$183,494$100,661$473,683
Grants to Domestic Individuals$245,790--$245,790
Fees for Services Other-$73,322$66,749$140,071
Office Expenses$15,574$6,611$103,729$125,914
Occupancy$106,131--$106,131
Insurance$79,553$19,752-$99,305
Depreciation Depletion$96,778--$96,778
Interest--$34,377$34,377
Fees for Services Accounting-$33,910-$33,910
Fees for Service Investment Mgmnt Fees-$30,653-$30,653
Travel-$25,732$539$26,271
Fees for Services Legal-$9,855-$9,855
Other Expenses$1,162$2,605$1,000$1,000
Total Functional Expenses$1,544,376$410,824$352,086$2,307,286

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,307,286
Total Expenses per Audited Statements$2,307,286
Total Expenses per Form 990$2,307,286
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
South Dakota SigmaVermillion, SD7House Library Grant$664,952
Sigma Alpha EpsilonEvanston, IL7Education Grant$115,000
Oklahoma MuTulsa, OK7House Library Grant$24,000
Iowa Chi HouseDes Moines, IA7House Library Grant$5,908
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
Due to Sae Fraternity$35,061
Annuity Obligations$11,978
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 7A

“Trustees of the foundation board are nominated and elected by the board.”

Form 990, Page 6, Part VI, Line 8B

“There are no committees that have the authority to act on behalf of the governing body.”

Form 990, Page 6, Part VI, Line 11B

“A draft of the 990 is emailed and or given to each of the voting board members and other key employees for them to review prior to sending into the irs.”

Form 990, Page 6, Part VI, Line 12C

“The organization sends out on an annual basis a copy of their conflict of interest policy and asks that each board member, committee member, officer, and employee review their policy and sign a conflict of interest document which is reviewed by the organization. Any conflicts are reviewed by the board of trustees.”

Form 990, Page 6, Part VI, Line 15A

“No. Sigma alpha epsilon foundation has no employees of its own. Sigma alpha epsilon foundation reimburses sigma alpha epsilon fraternity for shared employees costs through paying the fraternity a management fee.”

Form 990, Page 6, Part VI, Line 15B

“No. Sigma alpha epsilon foundation has no employees of its own. Sigma alpha epsilon foundation reimburses sigma alpha epsilon fraternity for shared employee costs through paying the fraternity a management fee.”

Form 990, Page 6, Part VI, Line 19

“The organization states on its website that a copy of the organizations laws, conflict of interest policy, financial statements, and other documents can be obtained by making a request to the ceo's office.”

Filing and Contact Details

Filer

Filer Name
Sigma Alpha Epsilon Foundation
EIN
36-2170145
Phone
8474751856
Address
1856 SHERIDAN ROAD, EVANSTON, IL 60201-3837

Signing Officer

Name
Steve Mitchell
Title
CEO
Phone
8474243004
Signed
2021-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Mitchell
Formed
1927
Legal Domicile
Il
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
150

Preparer

Firm
Alexander Thompson Arnold Pllc
Address
227 OIL WELL RD, JACKSON, TN 38305
Preparer
John D Whybrew
Phone
7314278571
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To support its members and their chapters to help fulfill their educational aspirations and goals; to promote programs teaching leadership,scholarship, and personal development; and to ensure the presevation of levere memorial temple.”

Form 990, Page 2, Part III, Line 4D

“Management fee and other miscellaneous expenses to support program activities.”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“All endowments are intended to provide support for scholarships, grants, educational activities or maintenance of the levere memorial temple.”

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IRS990/PrincipalOfficerNm0STEVE MITCHELL
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,656,401
Liabilities
$209,059
Net assets
$18,447,342
Revenue
$3,033,561
Expenses
$2,307,286
Net income
$726,275
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.9$0.39$25.5$3.91$3.75$0.15
2023Detailed filing. Detailed filing data is available for this year.$23.5$0.35$23.2$3.35$2.72$0.63
2022Detailed filing. Detailed filing data is available for this year.$21.2$0.27$20.9$4.15$2.55$1.60
2021Detailed filing. Detailed filing data is available for this year.$23.2$0.43$22.8$6.02$3.34$2.68
2020Detailed filing. Detailed filing data is available for this year.$18.7$0.21$18.4$3.03$2.31$0.73
2019Detailed filing. Detailed filing data is available for this year.$18.9$0.54$18.3$2.21$1.91$0.30
2018Detailed filing. Detailed filing data is available for this year.$18.1$0.42$17.7$2.77$2.11$0.66
2017Detailed filing. Detailed filing data is available for this year.$17.0$0.27$16.7$2.70$2.90$0.21
2016Detailed filing. Detailed filing data is available for this year.$15.9$0.16$15.7$2.09$2.58$0.49
2015Detailed filing. Detailed filing data is available for this year.$17.0$0.26$16.7$3.19$2.83$0.36
2014Detailed filing. Detailed filing data is available for this year.$18.6$1.68$17.0$2.77$2.16$0.61
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$2.02$15.0$2.98
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.9$0.30$14.6$2.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$0.19$15.1$2.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$0.19$12.3$2.95