Civic Intelligence

Sigma Phi Epsilon Educational Foundation

990 • Fiscal year 2016 • EIN 54-6053821

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 21, 2017

Organization Profilewww.sigep.org/foundation

View Organization Page

PO Box 1901Richmond, VA 23218

(804) 353-1901

Siviq Scores

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

Liabilities / Assets

39th percentile

0.14x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

65th percentile

0.45x

Higher debt load relative to revenue than 65% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

86th percentile

29%

Higher net margin than 86% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

61st percentile

4.5%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

40%

Faster revenue growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$15,141,516

Up $654,008 (+4.5%) from 2015

Net Assets

Up

$13,077,034

Up $93,883 (+0.7%) from 2015

Liabilities

Up

$2,064,482

Up $560,125 (+37%) from 2015

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin86th percentile

Revenue

Up

$4,544,793

Up $1,306,081 (+40%) from 2015

Expenses

Up

$3,214,079

Up $19,739 (+0.6%) from 2015

Net Income

Up

$1,330,714

Up $1,286,342 (+2899%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$60M$40M$20M$0Assets 2011: $14,337,275Liabilities 2011: $1,704,155Net Assets 2011: $12,633,1202011Assets 2012: $13,492,957Liabilities 2012: $1,859,673Net Assets 2012: $11,633,2842012Assets 2013: $14,378,189Liabilities 2013: $1,650,619Net Assets 2013: $12,727,5702013Assets 2015: $14,487,508Liabilities 2015: $1,504,357Net Assets 2015: $12,983,1512015Assets 2016: $15,141,516Liabilities 2016: $2,064,482Net Assets 2016: $13,077,0342016Assets 2017: $17,572,952Liabilities 2017: $961,906Net Assets 2017: $16,611,0462017Assets 2018: $19,329,212Liabilities 2018: $1,476,466Net Assets 2018: $17,852,7462018Assets 2019: $21,022,073Liabilities 2019: $1,687,714Net Assets 2019: $19,334,3592019Assets 2020: $23,364,201Liabilities 2020: $291,759Net Assets 2020: $23,072,4422020Assets 2021: $31,176,872Liabilities 2021: $224,732Net Assets 2021: $30,952,1402021Assets 2022: $43,580,901Liabilities 2022: $292,980Net Assets 2022: $43,287,9212022Assets 2023: $44,674,912Liabilities 2023: $242,404Net Assets 2023: $44,432,5082023Assets 2024: $48,071,697Liabilities 2024: $597,264Net Assets 2024: $47,474,4332024

Highlighted filing

2016

Assets$15,141,516
Liabilities$2,064,482
Net Assets$13,077,034
Open 2016 Filing

Operations Trend

Revenue Growth89th percentile

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

$20M$10M$0-$10MRevenue 2011: $4,304,875Expenses 2011: $4,699,903Net Income 2011: -$395,0282011Revenue 2012: $5,599,743Expenses 2012: $3,026,095Net Income 2012: $2,573,6482012Expenses 2013: $2,588,6032013Revenue 2015: $3,238,712Expenses 2015: $3,194,340Net Income 2015: $44,3722015Revenue 2016: $4,544,793Expenses 2016: $3,214,079Net Income 2016: $1,330,7142016Revenue 2017: $4,793,251Expenses 2017: $2,728,322Net Income 2017: $2,064,9292017Revenue 2018: $4,515,680Expenses 2018: $3,766,911Net Income 2018: $748,7692018Revenue 2019: $3,827,453Expenses 2019: $2,278,584Net Income 2019: $1,548,8692019Revenue 2020: $5,720,976Expenses 2020: $2,190,357Net Income 2020: $3,530,6192020Revenue 2021: $3,895,971Expenses 2021: $1,714,588Net Income 2021: $2,181,3832021Revenue 2022: $18,880,897Expenses 2022: $2,446,678Net Income 2022: $16,434,2192022Revenue 2023: $4,762,895Expenses 2023: $5,880,837Net Income 2023: -$1,117,9422023Revenue 2024: $4,893,173Expenses 2024: $6,186,908Net Income 2024: -$1,293,7352024

Highlighted filing

2016

Revenue$4,544,793
Expenses$3,214,079
Net Income$1,330,714
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 21, 2017
Return Version
2015v3.0
Gross Receipts
$4,637,951
Mission and Program Overview

Mission

To stimulate intellectual achievement, promote morality and citizenship and encourage physical and social development at chapters of sigma phi epsilon fraternity.

The Sigma Phi Epsilon Educational Foundation advances the mission of (cont'd to Sch. O) higher education by providing scholarships and grants that support healthy living environments and programs focused on the academic and moral development of undergraduate men.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,033,547$12,185,871▲ $152,324
Savings and Temporary Cash Investments$868,827$1,221,987▲ $353,160
Cash and Non-Interest-Bearing Accounts$1,032,661$820,995▼ $211,666
Land, Buildings, and Equipment, Net$16,261$500,251▲ $483,990
Other Notes and Loans Receivable, Net$498,721$0▼ $498,721
Pledges and Grants Receivable$0$311,508▲ $311,508
Prepaid Expenses and Deferred Charges$2,406$62,625▲ $60,219
Investments Other Securities$35,085$38,279▲ $3,194
Total Assets$14,487,508$15,141,516▲ $654,008
Liabilities
Other Liabilities$178,133$1,201,363▲ $1,023,230
Mortgage Notes Payable Secured by Investment Property$872,092$500,014▼ $372,078
Accounts Payable and Accrued Expenses$433,657$363,105▼ $70,552
Deferred Revenue$20,475$0▼ $20,475
Total Liabilities$1,504,357$2,064,482▲ $560,125
Net Assets / Fund Balance
Permanently Rstr Net Assets$7,138,550$8,006,775▲ $868,225
Temporarily Rstr Net Assets$6,182,848$5,561,861▼ $620,987
Unrestricted Net Assets$-338,247$-491,602▼ $153,355
Total Net Assets Fund Balance$12,983,151$13,077,034▲ $93,883
Total Liabilities and Net Assets / Fund Balance$14,487,508$15,141,516▲ $654,008

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$492,711-$492,711
Equipment$440$72,830$73,270
Land$7,100--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$7,342,199$868,225▼ $229,770$4,375$7,691,784
2014$8,245,076$685,876▲ $18,023$1,314,312$7,342,199
2013$7,457,375$64,095▲ $1,090,996-$8,245,076
2012$6,979,422$87,844▲ $759,717$369,608$7,457,375
2011$7,099,610$791,324▼ $544,822$366,690$6,979,422
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Edward H Hammond PhDpresident
Gary E GriffithTrustee
Michael C WilliamsTrustee
Stephen B Shanklin PhDSecretary
Norman E NabhanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,525,903
Program Service Revenue
$0
Investment Income
$1,018,890
Other Revenue
$0
All Other Contributions
$3,525,903
Change in Net Assets
$1,330,714

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,383,068
Revenue Not Reported on Financial Statements
$161,725
Revenue Not Reported on Form 990
$-612,354
Total Revenue per Audited Statements
$3,770,714
Total Revenue per Form 990
$4,544,793
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,732,213
Other Expenses$481,866
Total Fundraising Expense$46,327
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,271,424--$2,271,424
Grants to Domestic Individuals$460,789--$460,789
Fees for Service Investment Mgmnt Fees-$232,859-$232,859
Office Expenses-$102,591-$102,591
Conferences and Meetings$25,424--$25,424
Fees for Services Other-$24,901-$24,901
Interest-$11,895-$11,895
Fees for Services Legal-$8,990-$8,990
Depreciation Depletion$8,251$380$90$8,721
Occupancy-$7,548-$7,548
Insurance-$7,423-$7,423
Information Technology--$4,406$4,406
Other Expenses-$125$41,831$125
Total Functional Expenses$2,765,888$401,864$46,327$3,214,079

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,676,831
Total Expenses per Form 990$3,214,079
Expenses per Audited Statements$3,052,354
Expenses Not Reported on Form 990$624,477
Expenses Not Reported on Financial Statements$161,725
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sigep Lead FundRichmond, VA501(c)(3)Programs and Event Staffing$1,231,199
Sigma Phi Epsilon FratertnityRichmond, VA501(c)(7)Programs$1,010,115
Various sigma PHI EPSILON Housing CorporationsrichMOND, VA501(c)(7)Residential learning communities$30,110
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 for others$1,201,363
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7B

“the foundation's board of trustees is named by the national board of directors for the fraternity.”

Form 990, Part VI, Section B, line 11

“THE staff REVIEWS AND RECOMMENDS FILING. chief executive officer and foundation treasurer receive a full copy of the return for review.”

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

“The organization follows the conflict of interest policy set forth by Sigma Phi Epsilon Fraternity. Organization members must file a disclosure listing conflicts of interest at the beginning of their service, and annually. When a conflict of interest arises, the staff must withdraw from the decision-making process.”

Form 990, Part VI, Section B, line 15

“The Foundation has no full-time employees. ALL personnel in support of the Foundation are employees of the Sigma Phi Epsilon Fraternity, a related organization, and are subject to the compensation policies of the Fraternity.”

Form 990, Part VI, Section C, line 19

“Sigma phi epsilon educational foundation makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Sigma Phi Epsilon Educational Foundation
EIN
54-6053821
Phone
8043531901
Address
PO Box 1901, Richmond, VA 23218

Signing Officer

Name
Brian Warren
Title
Chief Executive Officer
Phone
8043531901
Signed
2017-02-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward H Hammond PhD
Formed
1943
Legal Domicile
Va
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
20

Preparer

Firm
Cherry Bekaert Llp
Address
1111 Metropolitan Ave Ste 1000, Charlotte, NC 28204
Preparer
Janice A Ratica
Phone
7043771678
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Adj of actuarial liability for annuities and trusts 8,253.”

Form 990, Part XII, Line 2C:

“The organization did not change both the selection or oversight process during the taxable year”

Financial Statement Notes

Part V, Line 4:

“The foundation's endowment consists of approximately 122 individual named funds established for a variety of purposes including funding scholarships, chapter support and leadership initiatives.”

Part X, Line 2:

“The Foundation qualifies as a tax-exempt organization under the Internal Revenue Service Code Section 501(c)(3). Income which is not related to exempt purposes, less applicable deductions, is subject to federal and state corporate taxes. The Foundation did not have net unrelated business income for the year ended June 30, 2016.”

Part XI, Line 2D - Other Adjustments:

“adjustment of actuarial liability for annuities and trusts 8,253.”

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

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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt07138550
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt08006775
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0311508
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02406
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt062625
IRS990/PrincipalOfficerNm0Edward H Hammond PhD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Chapter restricted & endowed scholarships - SCHOLARSHIP AWARDS FOR TUITION, BOOKS AND ROOM AND BOARD TO STUDENTS AT CAMPUSES NATIONWIDE, BASED 0N ACADEMIC ACHIEVEMENT, CHAPTER LEADERSHIP, CAMPUS AND COMMUNITY SERVICE, AND FINANCIAL NEED. SCHOLARSHIP AWARDS MADE FROM ENDOWMENTS ESTABLISHED FOR A SPECIFIC PURPOSE ARE MADE TO STUDENTS NATIONWIDE FOR TUITION, BOOKS AND ROOM AND BOARD AWARDS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0372001
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0372001
IRS990/ProgSrvcAccomActy3Grp/Desc0rESIDENTAl LEARNING COMMUNITY GRANTS - GRANTS MADE FOR CHAPTER HOUSING THAT EXPANDS FACULTY CONNECTION AND IMPLEMENTS NEW INITIATIVES TO CREATE A LEARNING ENVIRONMENT WHERE STUDENTS ARE SURROUNDED BY RESPONSIBLE PEERS AND UNIVERSITY FACULTY WHO ARE COMMITTED TO HELPING THEM SUCCEED INSIDE AND OUTSIDE THE CLASSROOM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01108332
IRS990/ProgSrvcAccomActy3Grp/GrantAmt01108332
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02932584
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03016056
IRS990/PYInvestmentIncomeAmt0306128
IRS990/PYOtherExpensesAmt0178284
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt044372
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03194340
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03238712
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01330714
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0868827
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01221987
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03525903
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02932584
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02587090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05119345
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05341288
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt019506210
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01018220
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0266385
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0298340
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0237470
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0234986
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02055401
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt05686
IRS990ScheduleA/OtherIncome170Grp/TotalAmt05686
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90170
IRS990ScheduleA/PublicSupportPY170Pct00.93310
IRS990ScheduleA/PublicSupportTotal170Amt019447219
IRS990ScheduleA/SubstantialContributorsTotAmt058991
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03525903
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02932584
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02587090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05119345
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05341288
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt019506210
IRS990ScheduleA/TotalSupportAmt021567297
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/BoardDesignatedBalanceEOYPct00.00510
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt07342199
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0868225
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07691784
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0284495
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-229770
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt04375
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08245076
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0685876
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07342199
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0292464
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt018023
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01314312
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07457375
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt064095
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08245076
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0367390
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01090996
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06979422
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt087844
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07457375
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0759717
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0369608
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt07099610
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0791324
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06979422
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-544822
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0366690
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0624477
IRS990ScheduleD/DonatedServicesUseFcltsAmt0624477
IRS990ScheduleD/DonorAdvisedFundsContriAmt00
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt00
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0203883
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0440
IRS990ScheduleD/EquipmentGrp/DepreciationAmt072830
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt073270
IRS990ScheduleD/ExpensesNotReportedAmt0624477
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0161725
IRS990ScheduleD/ExpensesSubtotalAmt03052354
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0161725
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0161725
IRS990ScheduleD/LandGrp/BookValueAmt07100
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt07100
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1245084
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0492711
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0492711
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01201363
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0funds held for others
IRS990ScheduleD/OtherRevenueAmt08253
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.89660
IRS990ScheduleD/RevenueNotReportedAmt0-612354
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0161725
IRS990ScheduleD/RevenueSubtotalAmt04383068
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 122 INDIVIDUAL NAMED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING FUNDING SCHOLARSHIPS, CHAPTER SUPPORT AND LEADERSHIP INITIATIVES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Foundation qualifies as a tax-exempt organization under the Internal Revenue Service Code Section 501(c)(3). Income which is not related to exempt purposes, less applicable deductions, is subject to federal and state corporate taxes. The Foundation did not have net unrelated business income for the year ended June 30, 2016.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2adjustment of actuarial liability for annuities and trusts 8,253.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.09840
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0500251
IRS990ScheduleD/TotalExpensesPerForm990Amt03214079
IRS990ScheduleD/TotalLiabilityAmt01201363
IRS990ScheduleD/TotalRevenuePerForm990Amt04544793
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03770714
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03676831
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0460789
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0500
IRS990ScheduleI/RecipientTable/CashGrantAmt01231199
IRS990ScheduleI/RecipientTable/CashGrantAmt11010115
IRS990ScheduleI/RecipientTable/CashGrantAmt230110
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(7)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(7)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Programs and Event Staffing
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Residential learning communities
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SIGEP LEAD FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SIGMA PHI EPSILON FRATERTNITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Various sigma PHI EPSILON Housing Corporations
IRS990ScheduleI/RecipientTable/RecipientEIN0462360689
IRS990ScheduleI/RecipientTable/RecipientEIN1540379370
IRS990ScheduleI/RecipientTable/RecipientEIN2540379370
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0310 S BOULEVARD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1310 S BOULEVARD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2310 S BOULEVARD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0RICHMOND
IRS990ScheduleI/RecipientTable/USAddress/CityNm1RICHMOND
IRS990ScheduleI/RecipientTable/USAddress/CityNm2richMOND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd023220
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd123220
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd223220
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS MADE TO SIGMA PHI EPSILON ARE SUBJECT TO REPORTING BY THE FRATERNITY. ALL SCHOLARSHIPS ARE AWARDED BASED ON A FORMAL DESIGNATION FORm and then SUBMITTED BY THE ALUMNI VOLUNTEER CORPORATION OF THE RECIPIENT'S CHAPTER. IN MANY CASES, SCHOLARSHIPS FUNDING IS PAID DIRECTLY TO THE INSTITUTION IN WHICH THE MEMBER IS ENROLLED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0the foundation's board of trustees is named by the national board of directors for the fraternity.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE staff REVIEWS AND RECOMMENDS FILING. chief executive officer and foundation treasurer receive a full copy of the return for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization follows the conflict of interest policy set forth by Sigma Phi Epsilon Fraternity. Organization members must file a disclosure listing conflicts of interest at the beginning of their service, and annually. When a conflict of interest arises, the staff must withdraw from the decision-making process.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Foundation has no full-time employees. ALL personnel in support of the Foundation are employees of the Sigma Phi Epsilon Fraternity, a related organization, and are subject to the compensation policies of the Fraternity.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SIGMA PHI EPSILON EDUCATIONAL FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ADJ OF ACTUARIAL LIABILITY FOR ANNUITIES AND TRUSTS 8,253.

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,141,516
Liabilities
$2,064,482
Net assets
$13,077,034
Revenue
$4,544,793
Expenses
$3,214,079
Net income
$1,330,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$48.1$0.60$47.5$4.89$6.19$1.29
2023Detailed filing. Detailed filing data is available for this year.$44.7$0.24$44.4$4.76$5.88$1.12
2022Detailed filing. Detailed filing data is available for this year.$43.6$0.29$43.3$18.9$2.45$16.4
2021Detailed filing. Detailed filing data is available for this year.$31.2$0.22$31.0$3.90$1.71$2.18
2020Detailed filing. Detailed filing data is available for this year.$23.4$0.29$23.1$5.72$2.19$3.53
2019Detailed filing. Detailed filing data is available for this year.$21.0$1.69$19.3$3.83$2.28$1.55
2018Detailed filing. Detailed filing data is available for this year.$19.3$1.48$17.9$4.52$3.77$0.75
2017Detailed filing. Detailed filing data is available for this year.$17.6$0.96$16.6$4.79$2.73$2.06
2016Detailed filing. Detailed filing data is available for this year.$15.1$2.06$13.1$4.54$3.21$1.33
2015Summary only. Only limited summary data is available for this year.$14.5$1.50$13.0$3.24$3.19$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$1.65$12.7$2.59
2012Summary only. Only limited summary data is available for this year.$13.5$1.86$11.6$5.60$3.03$2.57
2011Summary only. Only limited summary data is available for this year.$14.3$1.70$12.6$4.30$4.70$0.40