Civic Intelligence

Sigma Phi Epsilon Educational Foundation

990 • Fiscal year 2020 • EIN 54-6053821

Jul 01, 2019 to Jun 30, 2020 • Filed on May 14, 2021

Organization ProfileWWW.SIGEP.ORG/FOUNDATION

View Organization Page

310 S Arthur Ashe BoulevardRichmond, VA 23223

(804) 353-1901

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$23,364,201

Up $2,342,128 (+11%) from 2019

Net Assets

Up

$23,072,442

Up $3,738,083 (+19%) from 2019

Liabilities

Down

$291,759

Down $1,395,955 (-83%) from 2019

Revenue And Expenses

Revenue

Up

$5,720,976

Up $1,893,523 (+49%) from 2019

Expenses

Down

$2,190,357

Down $88,227 (-3.9%) from 2019

Net Income

Up

$3,530,619

Up $1,981,750 (+128%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$23,364,201
Liabilities$291,759
Net Assets$23,072,442
Open 2020 Filing

Operations Trend

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

2020

Revenue$5,720,976
Expenses$2,190,357
Net Income$3,530,619
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2021
Return Version
2019v5.2
Gross Receipts
$5,720,976
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 the 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$15,878,806$17,523,572▲ $1,644,766
Cash and Non-Interest-Bearing Accounts$1,016,382$2,825,102▲ $1,808,720
Land, Buildings, and Equipment, Net$949,372$903,000▼ $46,372
Investments Other Securities$698,932$696,960▼ $1,972
Pledges and Grants Receivable$862,023$504,566▼ $357,457
Savings and Temporary Cash Investments$1,241,952$491,255▼ $750,697
Other Notes and Loans Receivable, Net$260,842$249,629▼ $11,213
Prepaid Expenses and Deferred Charges$93,174$3,372▼ $89,802
Total Assets$21,022,073$23,364,201▲ $2,342,128
Other Assets Total$20,590$166,745▲ $146,155
Liabilities
Other Liabilities$767,362$0▼ $767,362
Mortgage Notes Payable Secured by Investment Property$500,014$0▼ $500,014
Accounts Payable and Accrued Expenses$365,382$291,509▼ $73,873
Deferred Revenue$54,956$250▼ $54,706
Total Liabilities$1,687,714$291,759▼ $1,395,955
Net Assets / Fund Balance
Net Assets With Donor Restrictions$21,712,439$22,071,174▲ $358,735
Net Assets Without Donor Restrictions$-2,378,080$1,001,268▲ $3,379,348
Total Net Assets Fund Balance$19,334,359$23,072,442▲ $3,738,083
Total Liabilities and Net Assets / Fund Balance$21,022,073$23,364,201▲ $2,342,128

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$664,769$70,913$735,682
Equipment$107,832$49,483$157,315
Land$103,039-$95,939
Buildings$27,360$1,341$28,701

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$10,939,038$295,705▲ $79,735-$10,952,784
2018$9,860,193$932,607▲ $428,695-$10,939,038
2017$9,392,823$364,229▲ $546,597-$9,860,193
2016$7,691,784$1,126,191▲ $942,887-$9,392,823
2015$7,342,199$868,225▼ $229,770$4,375$7,691,784
Compensation and Service Providers

Board Members and Trustees

NameTitle
Edward H Hammond PhdPresident
Richard W Bennett IiiSecretary
Stephen B Shanklin PhdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,571,272
Program Service Revenue
$0
Investment Income
$82,092
Other Revenue
$67,612
All Other Contributions
$5,571,272
Change in Net Assets
$3,530,619

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,595,523
Revenue Not Reported on Financial Statements
$125,453
Revenue Not Reported on Form 990
$1,153,069
Other Revenue Adjustments
$125,453
Total Revenue per Audited Statements
$6,748,592
Total Revenue per Form 990
$5,720,976
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,750,145
Other Expenses$440,212
Total Fundraising Expense$180,918
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,192,826--$1,192,826
Grants to Domestic Individuals$557,319--$557,319
Fees for Service Investment Mgmnt Fees-$125,453-$125,453
Depreciation Depletion-$9,274$37,098$46,372
Fees for Services Accounting-$27,500-$27,500
Occupancy-$18,525$6,894$25,419
Fees for Services Legal-$14,023-$14,023
Insurance-$6,857-$6,857
Other Expenses-$1,295$5,179$6,474
Interest-$5,856-$5,856
Office Expenses-$1,144-$1,144
Total Functional Expenses$1,750,145$259,294$180,918$2,190,357

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,010,509
Total Expenses per Form 990$2,190,357
Expenses per Audited Statements$2,064,904
Expenses Not Reported on Form 990$945,605
Expenses Not Reported on Financial Statements$125,453
Other Expense Adjustments$125,453
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sigep Lead FundRichmond, VA501(c)(3)SUPPORT SIGEP'X ANNUAL LEADERSHIP PROGRAMMING-
Sigma Phi Epsilon FraternityRichmond, VA501(c)(7)Programs-
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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 11B

“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 education 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
310 S ARTHUR ASHE BOULEVARD, RICHMOND, VA 23223

Signing Officer

Name
Brian Warren
Title
Chief Executive Officer
Phone
8043531901
Signed
2021-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward H Hammond Phd
Formed
1943
Legal Domicile
Va
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Keiterstephenshurstgary & Shreavespc
Address
4401 DOMINION BLVD, GLEN ALLEN, VA 23060
Preparer
Virginia R Belcher
Phone
8047470000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Adj of actuarial liability for annuities and trusts 890.”

Financial Statement Notes

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, 2020. Management has evaluated the effect of the guidance provided by u.s. Gaap on accounting for uncertainty in income taxes. Management believes the foundation continues to satisfy the requirements of a tax-exempt organization at june 30, 2020. Management has evaluated all other tax positions that could have a significant effect on the financial statements and determined the foundation had no uncertain income tax positions at june 30, 2020. Management has evaluated the effect of the guidance provided by u.s. Gaap on accounting for uncertainty in income taxes. Management believes the foundation continues to satisfy the requirements of a tax-exempt organization at june 30, 2020. Management has evaluated all other tax positions that could have a significant effect on the financial statements and determined the foundation had no uncertain income tax positions at june 30, 2020.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Changes in annuity liability 890.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Management fees netted against investment income 125,453.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Management fees netted against investment income 125,453.”

Part V, Line 4

“The foundation's endowment consists of approximately 2266 individual named funds established for a variety of purposes including funding scholarships, chapter support and leadership initiatives.”

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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 ON 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/ExpenseAmt0556503
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0556503
IRS990/ProgSrvcAccomActy3Grp/Desc0RESIDENTIAL 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.
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt0193642
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03136704
IRS990/PYExcessBenefitTransInd00
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IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContributionsInd00
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01241952
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0491255
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05571272
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03136704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03956060
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04312516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03525903
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt020502455
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt080448
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0405431
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0557901
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0527827
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01018220
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02589827
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86450
IRS990ScheduleA/PublicSupportPY170Pct00.83330
IRS990ScheduleA/PublicSupportTotal170Amt019964301
IRS990ScheduleA/SubstantialContributorsTotAmt0538154
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03956060
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04312516
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03525903
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt020502455
IRS990ScheduleA/TotalSupportAmt023092282
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/BoardDesignatedBalanceEOYPct00.00380
IRS990ScheduleD/BuildingsGrp/BookValueAmt027360
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01341
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt028701
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt010939038
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0295705
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010952784
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0361694
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt079735
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt09860193
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0932607
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt010939038
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0282457
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0428695
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt09392823
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0364229
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09860193
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0443456
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0546597
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07691784
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01126191
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt09392823
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0368039
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0942887
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt07342199
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0868225
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt07691784
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0284495
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-229770
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt04375
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0945605
IRS990ScheduleD/DonatedServicesUseFcltsAmt0945605
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt089201
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0107832
IRS990ScheduleD/EquipmentGrp/DepreciationAmt049483
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0157315
IRS990ScheduleD/ExpensesNotReportedAmt0945605
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0125453
IRS990ScheduleD/ExpensesSubtotalAmt02064904
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0103039
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt07100
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt095939
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0206574
IRS990ScheduleD/OtherExpensesNotIncludedAmt0125453
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0664769
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt070913
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0735682
IRS990ScheduleD/OtherRevenueAmt0890
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0125453
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.99620
IRS990ScheduleD/RevenueNotReportedAmt01153069
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0125453
IRS990ScheduleD/RevenueSubtotalAmt05595523
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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, 2020. MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY U.S. GAAP ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT BELIEVES THE FOUNDATION CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT JUNE 30, 2020. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE FOUNDATION HAD NO UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2020. MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY U.S. GAAP ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT BELIEVES THE FOUNDATION CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT JUNE 30, 2020. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE FOUNDATION HAD NO UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2020.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGES IN ANNUITY LIABILITY 890.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT FEES NETTED AGAINST INVESTMENT INCOME 125,453.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3MANAGEMENT FEES NETTED AGAINST INVESTMENT INCOME 125,453.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 2266 INDIVIDUAL NAMED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING FUNDING SCHOLARSHIPS, CHAPTER SUPPORT AND LEADERSHIP INITIATIVES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4PART V, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0903000
IRS990ScheduleD/TotalExpensesPerForm990Amt02190357
IRS990ScheduleD/TotalRevenuePerForm990Amt05720976
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06748592
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03010509
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0557319
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0404
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(7)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT SIGEP'X ANNUAL LEADERSHIP PROGRAMMING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SIGEP LEAD FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SIGMA PHI EPSILON FRATERNITY
IRS990ScheduleI/RecipientTable/RecipientEIN0462360689
IRS990ScheduleI/RecipientTable/RecipientEIN1540379370
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0310 S ARTHUR ASHE BOULEVARD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1310 S ARTHUR ASHE BOULEVARD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0RICHMOND
IRS990ScheduleI/RecipientTable/USAddress/CityNm1RICHMOND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd023220
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd123220
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 EDUCATION 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 890.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SIGEP LEAD FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SIGMA PHI EPSILON FRATERNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0462360689
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1263800266
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(7)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1VA

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$23,364,201
Liabilities
$291,759
Net assets
$23,072,442
Revenue
$5,720,976
Expenses
$2,190,357
Net income
$3,530,619
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