Civic Intelligence

The Delta Sigma Phi Foundation

990 • Fiscal year 2021 • EIN 84-6035598

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

Organization ProfileWWW.DELTASIG.ORG
2960 N Meridian Street PO Box 88507Indianapolis, IN 46208

(317) 634-1899

Siviq Scores

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

Liabilities / Assets

21st percentile

0.02x

Higher debt load relative to assets than 21% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

42nd percentile

0.16x

Higher debt load relative to revenue than 42% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

61st percentile

18%

Higher net margin than 61% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

77th percentile

$282,151

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

81st percentile

29%

Faster asset growth than 81% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

68th percentile

28%

Faster revenue growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$13,657,190

Up $3,029,504 (+29%) from 2020

Net Assets

Up

$13,372,119

Up $2,822,389 (+27%) from 2020

Liabilities

Up

$285,071

Up $207,115 (+266%) from 2020

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin61st percentile

Revenue

Up

$1,812,790

Up $395,761 (+28%) from 2020

Expenses

Up

$1,483,283

Up $88,881 (+6.4%) from 2020

Net Income

Up

$329,507

Up $306,880 (+1356%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $7,400,155Liabilities 2010: $329,934Net Assets 2010: $7,070,2212010Assets 2011: $7,696,521Liabilities 2011: $252,653Net Assets 2011: $7,443,8682011Assets 2012: $7,889,113Liabilities 2012: $295,832Net Assets 2012: $7,593,2812012Assets 2013: $7,587,436Liabilities 2013: $361,309Net Assets 2013: $7,226,1272013Assets 2014: $8,231,107Liabilities 2014: $279,394Net Assets 2014: $7,951,7132014Assets 2015: $8,354,945Liabilities 2015: $175,327Net Assets 2015: $8,179,6182015Assets 2016: $8,539,058Liabilities 2016: $321,626Net Assets 2016: $8,217,4322016Assets 2017: $9,158,605Liabilities 2017: $209,430Net Assets 2017: $8,949,1752017Assets 2018: $10,829,183Liabilities 2018: $211,296Net Assets 2018: $10,617,8872018Assets 2019: $11,075,758Liabilities 2019: $78,497Net Assets 2019: $10,997,2612019Assets 2020: $10,627,686Liabilities 2020: $77,956Net Assets 2020: $10,549,7302020Assets 2021: $13,657,190Liabilities 2021: $285,071Net Assets 2021: $13,372,1192021Assets 2022: $12,169,756Liabilities 2022: $341,313Net Assets 2022: $11,828,4432022Assets 2023: $12,486,876Liabilities 2023: $193,763Net Assets 2023: $12,293,1132023Assets 2024: $13,805,514Liabilities 2024: $201,083Net Assets 2024: $13,604,4312024Assets 2025: $15,770,460Liabilities 2025: $210,317Net Assets 2025: $15,560,1432025

Highlighted filing

2021

Assets$13,657,190
Liabilities$285,071
Net Assets$13,372,119
Open 2021 Filing

Operations Trend

Revenue Growth68th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $781,9882010Expenses 2011: $809,1982011Expenses 2012: $1,097,8312012Expenses 2013: $1,228,2312013Revenue 2014: $1,178,716Expenses 2014: $937,073Net Income 2014: $241,6432014Revenue 2015: $1,354,729Expenses 2015: $961,062Net Income 2015: $393,6672015Revenue 2016: $1,637,242Expenses 2016: $1,247,898Net Income 2016: $389,3442016Revenue 2017: $1,381,879Expenses 2017: $1,293,364Net Income 2017: $88,5152017Revenue 2018: $3,726,915Expenses 2018: $1,810,485Net Income 2018: $1,916,4302018Revenue 2019: $1,837,394Expenses 2019: $1,326,253Net Income 2019: $511,1412019Revenue 2020: $1,417,029Expenses 2020: $1,394,402Net Income 2020: $22,6272020Revenue 2021: $1,812,790Expenses 2021: $1,483,283Net Income 2021: $329,5072021Revenue 2022: $2,361,012Expenses 2022: $1,686,071Net Income 2022: $674,9412022Revenue 2023: $1,290,003Expenses 2023: $1,719,183Net Income 2023: -$429,1802023Revenue 2024: $3,873,781Expenses 2024: $2,236,289Net Income 2024: $1,637,4922024Revenue 2025: $3,079,249Expenses 2025: $2,343,918Net Income 2025: $735,3312025

Highlighted filing

2021

Revenue$1,812,790
Expenses$1,483,283
Net Income$329,507
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.2
Gross Receipts
$3,942,783
Mission and Program Overview

Mission

To promote educational and charitable purposes by providing scholarships, student aid and assistance to needy and deserving students and by the development of educational work in the chapters of delta sigma phi fraternity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,750,844$11,560,699▲ $7,809,855
Savings and Temporary Cash Investments$5,544,354$0▼ $5,544,354
Pledges and Grants Receivable$618,049$959,417▲ $341,368
Cash and Non-Interest-Bearing Accounts$87,813$427,768▲ $339,955
Prepaid Expenses and Deferred Charges$4,648$12,058▲ $7,410
Inventories for Sale or Use$2,925$0▼ $2,925
Accounts Receivable$-438$0▲ $438
Total Assets$10,627,686$13,657,190▲ $3,029,504
Other Assets Total$619,491$697,248▲ $77,757
Liabilities
Unsecured Notes Loans Payable-$149,900-
Other Liabilities$70,582$134,256▲ $63,674
Accounts Payable and Accrued Expenses$7,374$915▼ $6,459
Total Liabilities$77,956$285,071▲ $207,115
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,549,730$13,372,119▲ $2,822,389
Total Net Assets Fund Balance$10,549,730$13,372,119▲ $2,822,389
Total Liabilities and Net Assets / Fund Balance$10,627,686$13,657,190▲ $3,029,504

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$29,853--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$9,007,750---$9,007,750
2019$9,007,750---$9,007,750
2018$8,781,761$203,411▲ $202,383-$9,007,750
2017$6,748,395$1,873,044▲ $336,818-$8,781,761
2016$6,112,882$135,160▲ $686,473-$6,748,395
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Nathan WightChief Advancement OfficerFT$139,997$139,997

Board Members and Trustees

NameTitle
Bradley SullivanPresident
Barrett KalianVice President
Brian AshbyTrustee
Doug ErohTrustee
Jim LarsonTrustee
John BomaTrustee
Josh MerchantTrustee
Justin BaldwinTrustee
Ken EdwardsTrustee
Michael HoffmanTrustee
Michael PetrikTrustee
Pat StephensTrustee
Scott WileyTrustee
Phil RogriguezCEO
Timothy GentrySecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,374,528
Program Service Revenue
$0
Investment Income
$438,262
Other Revenue
$0
All Other Contributions
$1,356,826
Change in Net Assets
$329,507
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$621,869
Salaries, Compensation, and Employee Benefits$439,499
Other Expenses$421,915
Total Fundraising Expense$404,733
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$436,941--$436,941
Other Salaries and Wages-$175,106$198,204$373,310
Grants to Domestic Individuals$184,928--$184,928
Fees for Services Other-$41,189$39,460$80,649
Office Expenses-$37,899$16,235$54,134
Fees for Service Investment Mgmnt Fees-$51,623-$51,623
Other Employee Benefits--$33,459$33,459
Payroll Taxes--$24,003$24,003
Information Technology-$4,693$17,148$21,841
Fees for Services Accounting-$15,589-$15,589
Fees for Services Legal-$12,621-$12,621
Pension Plan Contributions--$8,727$8,727
Travel-$155$1,494$1,649
Other Expenses-$25$1,000$25
Total Functional Expenses$621,869$456,681$404,733$1,483,283
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Gamma Housing CorpAtlanta, GA501(c)7Educational Grant-
Beta Beta Alumni of Delta Sigma PhiColumbia, MO501(c)7Educational Grant-
Delta Epsilon Acb of Delta Sigma PhiSt Louis, MO501(c)7Educational Grant-
Delta Sigma Phi FraternityIndianapolis, IN501(c)7Program Grants-
Eta ChapterAustin, TX501(c)7Educational Grant-
Gamma EpsilonSan Jose, CA501(c)7Educational Grant-
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 Delta Sigma Phi Fraternity$104,403
Charitable Gift Annuity Payable$29,853
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Other officer compensation reviewed
No
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 7A

“The delta sigma phi fraternity grand council is charged with electing trustees who meet the qualifications as outlined in the delta sigma phi foundation's by-laws.”

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

“Per the delta sigma phi foundation by-laws, the by-laws may be amended at any time by vote of a majority of the board, and with the approval of a majority of the grand council of the delta sigma phi fraternity, provided that no such amendment shall be contrary to the provisions of the articles of incorporation.”

Form 990, Part VI, Section B, Line 11B

“The form 990 was provided to the chairman of the audit committee for review and approval. Once the chairman approves the form 990, it is forwarded to all other members of the governing body prior to filing.”

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

“The conflict of interest policy was adopted in 2006. Beginning in 2010 all trustees are required to affirm their compliance with the conflict of interest policy on an annual basis.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon written or verbal request.”

Filing and Contact Details

Filer

Filer Name
The Delta Sigma Phi Foundation
EIN
84-6035598
Phone
3176341899
Address
2960 N MERIDIAN STREET PO BOX 88507, INDIANAPOLIS, IN 46208

Signing Officer

Name
Phil Rodriguez
Title
CEO
Phone
3176341899
Signed
2022-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phil Rodriguez
Formed
1954
Legal Domicile
In
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
100

Preparer

Firm
Blue & Co LLC
Address
12800 N MERIDIAN ST STE 400, CARMEL, IN 46032
Preparer
Angela N Crawford CPA
Phone
3178488920
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 2C:

“The organization has an audit committee that assumes responsibility for the oversight of the audit and the selection of an independent accountant. This process has not changed from prior years.”

Financial Statement Notes

PART V, LINE 4:

“The endowment fund has been established to support scholarships, grants and awards through investment earnings.”

Raw XML AppendixShowing 400 of 659 raw XML fields

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

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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt017702
IRS990/GrantAmt0621869
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0184928
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0184928
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0436941
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0436941
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02427848
IRS990/GrossReceiptsAmt03942783
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt017148
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt04693
IRS990/InformationTechnologyGrp/TotalAmt021841
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02925
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0140407
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0140407
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03750844
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011560699
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02129993
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE EDUCATIONAL AND CHARITABLE PURPOSES BY PROVIDING SCHOLARSHIPS, STUDENT AID AND ASSISTANCE TO NEEDY AND DESERVING STUDENTS AND BY THE DEVELOPMENT OF EDUCATIONAL WORK IN THE CHAPTERS OF DELTA SIGMA PHI FRATERNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010549730
IRS990/NetAssetsOrFundBalancesEOYAmt013372119
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0297855
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0297855
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02058019
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010549730
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt013372119
IRS990/NoncashContributionsAmt017702
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt016235
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt037899
IRS990/OfficeExpensesGrp/TotalAmt054134
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0619491
IRS990/OtherAssetsTotalGrp/EOYAmt0697248
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt033459
IRS990/OtherEmployeeBenefitsGrp/TotalAmt033459
IRS990/OtherExpensesGrp/Desc0FRATERNITY SERVICES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2PUBLIC RELATIONS
IRS990/OtherExpensesGrp/Desc3FEES & TAXES
IRS990/OtherExpensesGrp/FundraisingAmt065003
IRS990/OtherExpensesGrp/FundraisingAmt11000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0114376
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13405
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt225
IRS990/OtherExpensesGrp/TotalAmt0114376
IRS990/OtherExpensesGrp/TotalAmt168408
IRS990/OtherExpensesGrp/TotalAmt21000
IRS990/OtherExpensesGrp/TotalAmt325
IRS990/OtherLiabilitiesGrp/BOYAmt070582
IRS990/OtherLiabilitiesGrp/EOYAmt0134256
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0198204
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0175106
IRS990/OtherSalariesAndWagesGrp/TotalAmt0373310
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt024003
IRS990/PayrollTaxesGrp/TotalAmt024003
IRS990/PensionPlanContributionsGrp/FundraisingAmt08727
IRS990/PensionPlanContributionsGrp/TotalAmt08727
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0618049
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0959417
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04648
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012058
IRS990/PrincipalOfficerNm0PHIL RODRIGUEZ
IRS990/PriorPeriodAdjustmentsAmt0434863
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01039239
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0608731
IRS990/PYInvestmentIncomeAmt0377790
IRS990/PYOtherExpensesAmt0402626
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt022627
IRS990/PYSalariesCompEmpBnftPaidAmt0383045
IRS990/PYTotalExpensesAmt01394402
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01417029
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0329507
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05544354
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: ESTATE GIFT AMOUNT: 0.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01374528
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01039239
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01277915
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02946700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01121700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07760082
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0140407
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0187042
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0527634
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0337027
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0202250
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01394360
IRS990ScheduleA/InvestmentIncomePYPct00.16290
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67180
IRS990ScheduleA/PublicSupportPY170Pct00.64050
IRS990ScheduleA/PublicSupportPY509Pct00.64050
IRS990ScheduleA/PublicSupportTotal170Amt06149566
IRS990ScheduleA/SubstantialContributorsTotAmt01610516
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01374528
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01039239
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01277915
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02946700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01121700
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07760082
IRS990ScheduleA/TotalSupportAmt09154442
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/CYEndwmtFundGrp/BeginningYearBalanceAmt09007750
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09007750
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt09007750
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt09007750
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08781761
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0203411
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09007750
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0179805
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0202383
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06748395
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01873044
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08781761
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0176496
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0336818
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06112882
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0135160
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06748395
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0186120
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0686473
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt012065
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt123580
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2631750
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt329853
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ANTIQUES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1BENEFICIAL INTEREST REMAINDER TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2CASH SURRENDER VALUE LIFE INSURANCE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3CHARITABLE GIFT ANNUITY CONTRACTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt029853
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1104403
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHARITABLE GIFT ANNUITY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO DELTA SIGMA PHI FRATERNITY
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND HAS BEEN ESTABLISHED TO SUPPORT SCHOLARSHIPS, GRANTS AND AWARDS THROUGH INVESTMENT EARNINGS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0697248
IRS990ScheduleD/TotalLiabilityAmt0134256
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0184928

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,657,190
Liabilities
$285,071
Net assets
$13,372,119
Revenue
$1,812,790
Expenses
$1,483,283
Net income
$329,507
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.8$0.21$15.6$3.08$2.34$0.74
2024Detailed filing. Detailed filing data is available for this year.$13.8$0.20$13.6$3.87$2.24$1.64
2023Detailed filing. Detailed filing data is available for this year.$12.5$0.19$12.3$1.29$1.72$0.43
2022Detailed filing. Detailed filing data is available for this year.$12.2$0.34$11.8$2.36$1.69$0.67
2021Detailed filing. Detailed filing data is available for this year.$13.7$0.29$13.4$1.81$1.48$0.33
2020Detailed filing. Detailed filing data is available for this year.$10.6$0.08$10.5$1.42$1.39$0.02
2019Detailed filing. Detailed filing data is available for this year.$11.1$0.08$11.0$1.84$1.33$0.51
2018Detailed filing. Detailed filing data is available for this year.$10.8$0.21$10.6$3.73$1.81$1.92
2017Detailed filing. Detailed filing data is available for this year.$9.16$0.21$8.95$1.38$1.29$0.09
2016Detailed filing. Detailed filing data is available for this year.$8.54$0.32$8.22$1.64$1.25$0.39
2015Detailed filing. Detailed filing data is available for this year.$8.35$0.18$8.18$1.35$0.96$0.39
2014Detailed filing. Detailed filing data is available for this year.$8.23$0.28$7.95$1.18$0.94$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.59$0.36$7.23$1.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.89$0.30$7.59$1.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.70$0.25$7.44$0.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.40$0.33$7.07$0.78