Civic Intelligence

The Delta Sigma Phi Foundation

990 • Fiscal year 2022 • EIN 84-6035598

Jul 01, 2021 to Jun 30, 2022 • Filed on May 08, 2023

Organization ProfileWWW.DELTASIG.ORG
5975 Castle Creek Pkwy North Dr 4Indianapolis, IN 46250

(317) 634-1899

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.03x

Higher debt load relative to assets than 23% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

40th percentile

0.14x

Higher debt load relative to revenue than 40% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

78th percentile

29%

Higher net margin than 78% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

73rd percentile

$262,084

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

17th percentile

-11%

Faster asset growth than 17% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$12,169,756

Down $1,487,434 (-11%) from 2021

Net Assets

Down

$11,828,443

Down $1,543,676 (-12%) from 2021

Liabilities

Up

$341,313

Up $56,242 (+20%) from 2021

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin78th percentile

Revenue

Up

$2,361,012

Up $548,222 (+30%) from 2021

Expenses

Up

$1,686,071

Up $202,788 (+14%) from 2021

Net Income

Up

$674,941

Up $345,434 (+105%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2022

Assets$12,169,756
Liabilities$341,313
Net Assets$11,828,443
Open 2022 Filing

Operations Trend

Revenue Growth79th 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

2022

Revenue$2,361,012
Expenses$1,686,071
Net Income$674,941
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 8, 2023
Return Version
2021v4.2
Gross Receipts
$6,873,223
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$11,560,699$9,808,432▼ $1,752,267
Cash and Non-Interest-Bearing Accounts$427,768$844,955▲ $417,187
Pledges and Grants Receivable$959,417$801,666▼ $157,751
Prepaid Expenses and Deferred Charges$12,058$8,573▼ $3,485
Accounts Receivable-$2,907-
Inventories for Sale or Use-$1,438-
Total Assets$13,657,190$12,169,756▼ $1,487,434
Other Assets Total$697,248$701,785▲ $4,537
Liabilities
Unsecured Notes Loans Payable$149,900$193,127▲ $43,227
Other Liabilities$134,256$102,653▼ $31,603
Accounts Payable and Accrued Expenses$915$45,533▲ $44,618
Total Liabilities$285,071$341,313▲ $56,242
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,372,119$11,828,443▼ $1,543,676
Total Net Assets Fund Balance$13,372,119$11,828,443▼ $1,543,676
Total Liabilities and Net Assets / Fund Balance$13,657,190$12,169,756▼ $1,487,434

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$32,618--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$9,007,750---$9,007,750
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
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Scott WileyPresident
Brian AshbyVice President
Barry KalianTrustee
Doug ErohTrustee
Erik JohannesenTrustee
Jeff CovaTrustee
Jim LarsonTrustee
John BomaTrustee
Josh MerchantTrustee
Justin BaldwinTrustee
Nico AmorosoTrustee
Tom ArcherTrustee
Tom CycyotaTrustee
Phil RogriguezCEO
Nathan WightChief Advancement Officer
Timothy GentrySecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,728,303
Program Service Revenue
$0
Investment Income
$639,665
Other Revenue
$-6,956
All Other Contributions
$1,677,687
Change in Net Assets
$674,941

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$284,434
Total Noncash Contributions8$284,434
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$678,867
Other Expenses$612,182
Salaries, Compensation, and Employee Benefits$395,022
Total Fundraising Expense$357,421
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$408,167--$408,167
Other Salaries and Wages-$151,791$175,670$327,461
Grants to Domestic Individuals$270,700--$270,700
Fees for Services Other-$112,382-$112,382
Office Expenses-$52,004$15,586$67,590
Fees for Service Investment Mgmnt Fees-$58,791-$58,791
Conferences and Meetings-$50,022-$50,022
Information Technology-$19,086$21,263$40,349
Other Employee Benefits--$34,107$34,107
Payroll Taxes--$26,705$26,705
Travel-$5,194$17,629$22,823
Fees for Services Accounting-$16,821-$16,821
Fees for Services Legal-$10,187-$10,187
Pension Plan Contributions--$6,749$6,749
Other Expenses-$171,027$6,454$6,454
All Other Expenses-$2,478-$2,478
Total Functional Expenses$678,867$649,783$357,421$1,686,071
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Delta Sigma Phi FraternityIndianapolis, IN501(c)7Program Grants$225,000
Alpha Gamma Alumni Chapter of Delta Sigma Phi FraternityAtlanta, GA501(c)7Educational Grant$68,000
Beta Alpha Alumni of Delta Sigma Phi FraternityDes Moines, IA501(c)7Educational Grant$50,000
Delta Delta of Delta Sigma Phi FraternityWest Lafayette, IN501(c)7Educational Grant$19,653
Alumni Association Beta Pi Chapter Delta Sigma Phi IncWolverine Lake, MI501(c)7Educational Grant$11,396
Epsilon Chapter Alumni Corporation of Delta Sigma Phi Fraternity IncNutley, NJ501(c)7Educational Grant$6,542
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$47,000
Fundraising Gross Income$39,574
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$83,640$33,024$5,687$27,337
Wine Fundraiser$6,550$6,550$3,857$2,693
Total Events$90,190$39,574$47,000$-7,426
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$70,035
Charitable Gift Annuity Payable$32,618
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
5975 CASTLE CREEK PKWY NORTH DR 4, INDIANAPOLIS, IN 46250

Signing Officer

Name
Phil Rodriguez
Title
CEO
Phone
3176341899
Signed
2023-05-08
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.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF ADVANCEMENT OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt050616
IRS990/FundraisingDirectExpensesAmt047000
IRS990/FundraisingGrossIncomeAmt039574
IRS990/GainOrLossGrp/SecuritiesAmt0426880
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0678867
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0270700
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0270700
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0408167
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0408167
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04892091
IRS990/GrossReceiptsAmt06873223
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt021263
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt019086
IRS990/InformationTechnologyGrp/TotalAmt040349
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01438
IRS990/InvestmentIncomeGrp/ExclusionAmt0212785
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0212785
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011560699
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09808432
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04465211
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/NetAssetsOrFundBalancesBOYAmt013372119
IRS990/NetAssetsOrFundBalancesEOYAmt011828443
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0426880
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0426880
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-7426
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-7426
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2247179
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt013372119
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt011828443
IRS990/NoncashContributionsAmt0284434
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt015586
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt052004
IRS990/OfficeExpensesGrp/TotalAmt067590
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0697248
IRS990/OtherAssetsTotalGrp/EOYAmt0701785
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt034107
IRS990/OtherEmployeeBenefitsGrp/TotalAmt034107
IRS990/OtherExpensesGrp/Desc0FRATERNITY SERVICES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2PUBLIC RELATIONS
IRS990/OtherExpensesGrp/Desc3ALUMNI DEVELOPMENT
IRS990/OtherExpensesGrp/FundraisingAmt045888
IRS990/OtherExpensesGrp/FundraisingAmt17370
IRS990/OtherExpensesGrp/FundraisingAmt26454
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0171027
IRS990/OtherExpensesGrp/TotalAmt0171027
IRS990/OtherExpensesGrp/TotalAmt145888
IRS990/OtherExpensesGrp/TotalAmt27370
IRS990/OtherExpensesGrp/TotalAmt36454
IRS990/OtherLiabilitiesGrp/BOYAmt0134256
IRS990/OtherLiabilitiesGrp/EOYAmt0102653
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0470
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0470
IRS990/OtherRevenueTotalAmt0470
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0175670
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0151791
IRS990/OtherSalariesAndWagesGrp/TotalAmt0327461
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt026705
IRS990/PayrollTaxesGrp/TotalAmt026705
IRS990/PensionPlanContributionsGrp/FundraisingAmt06749
IRS990/PensionPlanContributionsGrp/TotalAmt06749
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0959417
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0801666
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012058
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08573
IRS990/PrincipalOfficerNm0PHIL RODRIGUEZ
IRS990/PriorPeriodAdjustmentsAmt028562
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01374528
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0621869
IRS990/PYInvestmentIncomeAmt0438262
IRS990/PYOtherExpensesAmt0421915
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0329507
IRS990/PYSalariesCompEmpBnftPaidAmt0439499
IRS990/PYTotalExpensesAmt01483283
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01812790
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0674941
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: ESTATE GIFT AMOUNT: 0.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01728303
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01374528
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01039239
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01277915
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02946700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08366685
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0212785
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0140407
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0187042
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0527634
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0337027
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01404895
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0470
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0470
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68790
IRS990ScheduleA/PublicSupportPY170Pct00.67180
IRS990ScheduleA/PublicSupportTotal170Amt06721897
IRS990ScheduleA/SubstantialContributorsTotAmt01644788
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01728303
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01374528
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01039239
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01277915
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02946700
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08366685
IRS990ScheduleA/TotalSupportAmt09772050
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/BeginningYearBalanceAmt09007750
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09007750
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt08781761
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0203411
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt09007750
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0179805
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0202383
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06748395
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01873044
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08781761
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0176496
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0336818
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt012065
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt123580
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2633522
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt332618
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ANTIQUES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1BENEFICIAL INTEREST REMAINDER TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2CASH SURRENDER VALUE LIFE INSURANCE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3CHARITABLE GIFT ANNUITY CONTRACTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt032618
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt170035
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.

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,169,756
Liabilities
$341,313
Net assets
$11,828,443
Revenue
$2,361,012
Expenses
$1,686,071
Net income
$674,941
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