Civic Intelligence

Sigma Nu Alumni Scholarship Fund

EIN 95-6193282 • 501(c)3 • Los Angeles, CA

Profile

Providing scholastic grants to undergraduate students at UCLA.

10960 Wilshire BlvdLos Angeles, CA 90024

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

72nd percentile

0.27x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

4.26x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

77th percentile

19%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

29%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$2,828,187

Up $446,258 (+19%) from 2023

Liabilities

Up

$775,299

Up $400,006 (+107%) from 2023

Net Assets

Up

$2,052,888

Up $46,252 (+2.3%) from 2023

Operations
Liabilities / Revenue96th percentileNet Margin78th percentile

Revenue

Up

$182,077

Up $41,100 (+29%) from 2023

Expenses

Up

$135,826

Up $6,958 (+5.4%) from 2023

Net Income

Up

$46,251

Up $34,142 (+282%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2018: $1,059,741Liabilities 2018: $91,389Net Assets 2018: $968,3522018Assets 2019: $1,271,934Liabilities 2019: $132,016Net Assets 2019: $1,139,9182019Assets 2020: $1,269,716Liabilities 2020: $142,084Net Assets 2020: $1,127,6322020Assets 2021: $2,153,237Liabilities 2021: $488,469Net Assets 2021: $1,664,7682021Assets 2022: $2,158,521Liabilities 2022: $163,995Net Assets 2022: $1,994,5262022Assets 2023: $2,381,929Liabilities 2023: $375,293Net Assets 2023: $2,006,6362023Assets 2024: $2,828,187Liabilities 2024: $775,299Net Assets 2024: $2,052,8882024

Highlighted filing

2024

Assets$2,828,187
Liabilities$775,299
Net Assets$2,052,888
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2018: $880,051Expenses 2018: $14,968Net Income 2018: $865,0832018Revenue 2019: $230,835Expenses 2019: $59,269Net Income 2019: $171,5662019Revenue 2020: $135,677Expenses 2020: $147,963Net Income 2020: -$12,2862020Revenue 2021: $620,004Expenses 2021: $82,867Net Income 2021: $537,1372021Revenue 2022: $431,425Expenses 2022: $101,667Net Income 2022: $329,7582022Revenue 2023: $140,977Expenses 2023: $128,868Net Income 2023: $12,1092023Revenue 2024: $182,077Expenses 2024: $135,826Net Income 2024: $46,2512024

Highlighted filing

2024

Revenue$182,077
Expenses$135,826
Net Income$46,251
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,828,187
Liabilities
$775,299
Net assets
$2,052,888
Revenue
$182,077
Expenses
$135,826
Net income
$46,251
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.83$0.78$2.05$0.18$0.14$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.38$0.38$2.01$0.14$0.13$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.16$0.16$1.99$0.43$0.10$0.33
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.49$1.66$0.62$0.08$0.54
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.14$1.13$0.14$0.15$0.01
2019Summary only. Only limited summary data is available for this year.$1.27$0.13$1.14$0.23$0.06$0.17
2018Summary only. Only limited summary data is available for this year.$1.06$0.09$0.97$0.88$0.01$0.87
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jun 24, 2025
Return Version
2023v6.0
Gross Receipts
$182,077
Mission and Program Overview

Mission

Providing scholastic grants to undergraduate students at UCLA.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$2,125,129$2,572,077▲ $446,948
Rtn Earn Endowment Incm Other Fnds$2,006,636$2,052,888▲ $46,252
Other Notes and Loans Receivable, Net$250,000$230,613▼ $19,387
Cash and Non-Interest-Bearing Accounts$5,300$20,997▲ $15,697
Prepaid Expenses and Deferred Charges$1,500$4,500▲ $3,000
Total Assets$2,381,929$2,828,187▲ $446,258
Liabilities
Other Liabilities$375,293$775,299▲ $400,006
Total Liabilities$375,293$775,299▲ $400,006
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,006,636$2,052,888▲ $46,252
Total Liabilities and Net Assets / Fund Balance$2,381,929$2,828,187▲ $446,258

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$2,411,827--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Peter MerlonePresident
Daniel JordanVice-President
Dave ObbageBoard Member
Jay ShepherdBoard Member
Scott McPhersonBoard Member
Steve FultonBoard Member
Steve LaytonBoard Member
Brian ZirbelSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$97,128
Program Service Revenue
$0
Investment Income
$84,949
Other Revenue
$0
All Other Contributions
$97,128
Change in Net Assets
$46,251
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$122,889
Other Expenses$6,937
Professional Fundraising Fees$6,000
Total Fundraising Expense$6,000
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$106,417--$106,417
Grants to Domestic Orgs$16,472--$16,472
Fees for Services Accounting$6,600$0$0$6,600
Fees for Services Professional Fundraising--$6,000$6,000
Office Expenses$280$0$0$280
Fees for Service Investment Mgmnt Fees$57$0$0$57
Total Functional Expenses$129,826$0$6,000$135,826
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Epsilon Pi Alumni of Sigma Nu Fraternity IncLos Angeles, CA501(c)(7)Educational$16,472
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$6,000
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unrealized Gains/Losses$775,299
Due UCLA (CLMEF)$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Sigma Nu Alumni Scholarship Fund
EIN
95-6193282
Phone
3102085474
Address
10960 Wilshire Blvd, Los Angeles, CA 90024

Signing Officer

Name
Peter Merlone
Title
President
Phone
3102085474
Signed
2025-06-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Merlone
Formed
1967
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
8

Preparer

Firm
Bresee-warner
Address
10960 WILSHIRE BLVD STE 1510, LOS ANGELES, CA 90024
Preparer
Cody Kosycarz CPA
Phone
3102085474
Supplemental Narrative

Additional Explanations

Pt VI, Line 8A

“Yes, according to its bylaws.”

Pt VI, Line 8B

“Yes, according to its bylaws.”

Pt VI, Line 11B

“A copy of Form 990 is provided to the governing body.”

Pt VI, Line 19

“The organization makes its governing documents and financial statements available to the public in accordance with corporation laws in the State of California and in accordance with its bylaws.”

Raw XML Appendix386 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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IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1Schwab Acct.
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0775299
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt10
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Unrealized Gains/Losses
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due UCLA (CLMEF)
IRS990ScheduleD/TotalBookValueProgramRltdAmt02572077
IRS990ScheduleD/TotalLiabilityAmt0775299
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0106417
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarship
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0139
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/CashGrantAmt016472
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(7)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Educational
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Epsilon Pi Alumni of Sigma Nu Fraternity Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0956047505
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt010960 Wilshire Blvd Suite 1510
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Los Angeles
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd090024
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Application is publicly open to UCLA students. Board members determine award recipients. Scholarships are sent directly to the UCLA Office of Payments Solutions and Compliance to be applied to recipients tuition.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, col (b)
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Yes, according to its bylaws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Yes, according to its bylaws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A copy of Form 990 is provided to the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization makes its governing documents and financial statements available to the public in accordance with corporation laws in the State of California and in accordance with its bylaws.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02381929
IRS990/TotalAssetsEOYAmt02828187
IRS990/TotalAssetsGrp/BOYAmt02381929
IRS990/TotalAssetsGrp/EOYAmt02828187
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt097128
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06000
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0129826
IRS990/TotalFunctionalExpensesGrp/TotalAmt0135826
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0375293
IRS990/TotalLiabilitiesEOYAmt0775299
IRS990/TotalLiabilitiesGrp/BOYAmt0375293
IRS990/TotalLiabilitiesGrp/EOYAmt0775299
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02006636
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02052888
IRS990/TotalProgramServiceExpensesAmt0129826
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt084949
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0182077
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02381929
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02828187
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010960 Wilshire Blvd Suite 1510
IRS990/USAddress/CityNm0Los Angeles
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090024
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Merlone
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03102085474
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sigma Nu Alumni Scholarship Fund
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0956193282
ReturnHeader/Filer/PhoneNum03102085474
ReturnHeader/Filer/USAddress/AddressLine1Txt010960 Wilshire Blvd
ReturnHeader/Filer/USAddress/CityNm0Los Angeles
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090024
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830976902
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRESEE-WARNER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010960 WILSHIRE BLVD STE 1510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090024
ReturnHeader/PreparerPersonGrp/PhoneNum03102085474
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cody Kosycarz CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-06-25T12:21:55-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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