2024-07-09T09:26:42-07:00 2023-05-31 522126951 TOONE & ASSOCIATES LLP 8 GRANITE PL UNIT 34 GAITHERSBURG MD 20878 990 2022-06-01 131306360 SIGMA ALPHA MU FRATERNITY INC SIGM 3177898338 8701 FOUNDERS RD INDIANAPOLIS IN 46268 ANDREW HUSTON EXECUTIVE DIRECTOR 3177898338 2024-04-25 true ANDREW HUSTON XXX-XX-XXXX true BRUCE TOONE CPA P00302463 2407206000 0 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z ANDREW HUSTON 8701 FOUNDERS RD INDIANAPOLIS IN 46268 1830393 false X HTTP://WWW.SAM.ORG/ X 1915 NY THE ORGANIZATION WAS FORMED TO FOSTER THE DEVELOPMENT OF COLLEGIATE MEN AND OUR ALUMNI BY INSTILLING STRONG FRATERNAL VALUES, OFFERING SOCIAL AND SERVICE OPPORTUNITIES, AND TEACHING LEADERSHIP SKILLS. WE WILL CONTINUE TO ATTRACT MEMBERS OF ALL BELIEFS WHO APPRECIATE OUR GREAT HERITAGE AS A FRATERNITY OF JEWISH MEN. 8 8 18 150 301798 0 43296 48987 1109869 1263375 735013 -108961 299849 626992 2188027 1830393 107716 220412 0 895056 889958 0 0 938589 1047711 1941361 2158081 246666 -327688 8680089 7985659 3791183 3927195 4888906 4058464 THE ORGANIZATION WAS FORMED TO FOSTER THE DEVELOPMENT OF COLLEGIATE MEN AND OUR ALUMNI BY INSTILLING STRONG FRATERNAL VALUES, OFFERING SOCIAL AND SERVICE OPPORTUNITIES, AND TEACHING LEADERSHIP SKILLS. WE WILL CONTINUE TO ATTRACT MEMBERS OF ALL BELIEFS WHO APPRECIATE OUR GREAT HERITAGE AS A FRATERNITY OF JEWISH MEN. false false 430636 220412 101228 ORGANIZATION PROVIDES LEADERSHIP AND EDUCATIONAL PROGRAMS TO BETTER ENABLE MEMBERS FOR CITIZENSHIP, COMMUNITY SERVICE AND LEADERSHIP. 430636 false false false false false false false false true true true false false true false false false false false false false false false false false false true false true false true false false false false false false false false true false false false true 5 0 true 18 true true true false false false false 271991 0 false false false X 8 8 false false false false true true false true true false true true true true true true true true true false false IN X ANDREW HUSTON 3177898338 8701 FOUNDERS RD INDIANAPOLIS IN 46268 X ANDY HUSTON EXECUTIVE DIRECTOR 40.00 X 139257 0 0 BENJI BEARMAN CONSUL 1.00 X 0 0 0 EVAN REMER CONSUL 1.00 X 0 0 0 DEAN LAMBERT CONSUL 1.00 X 0 0 0 DANIEL PUENTES CONSUL 1.00 X 0 0 0 JERRY CONREY PRESIDENT 1.00 X X 0 0 0 DAVID KLEPPEL VICE PRESIDENT 1.00 X X 0 0 0 DOUGLAS MONTGOMERY TREASURER 1.00 X X 0 0 0 ANDREW PALEY SECRETARY 1.00 X X 0 0 0 139257 2 false true false 48987 48987 MEMBERSHIP DUES 611710 1022992 0 0 CHAPTER LOAN INTEREST 525990 92955 0 0 LEADERSHIP CONFERENCE 611710 46200 0 0 CONVENTION INCOME 611710 101228 0 0 1263375 161536 0 0 10064 0 10064 0 -270497 -270497 -270497 0 0 16950 12268 4682 4682 ADMINISTRATIVE FEE 541900 583468 291734 291734 0 MISCELLANEOUS 611710 1178 1178 0 0 ADMINISTRATIVE FEE REIMBURSEMENT 541900 27600 27600 0 0 612246 1830393 1479608 301798 0 220412 0 274053 0 0 0 459335 0 0 0 14070 0 0 0 77680 0 0 0 64820 0 0 0 16055 0 0 0 37225 0 0 0 25019 0 0 0 37737 0 0 0 30651 0 0 0 109247 0 0 0 66095 0 0 0 111073 0 0 0 16861 0 0 0 2807 0 0 0 510144 0 0 0 EDUCATIONAL PROGRAMS 99151 0 0 0 OCTAGONIAN 29381 0 0 0 EXPANSION SUPPORT 82395 0 0 0 BAD DEBT EXPENSE -140469 0 0 0 14339 0 0 0 2158081 0 0 0 198852 290266 672987 595917 120101 146077 1363048 1488656 20349 41647 71381 77544 67486 61633 8660 5853 5258798 4801330 958346 538369 7567 8680089 7985659 770547 765539 110478 85149 5000 5000 289435 270855 2615723 2800652 3791183 3927195 X 4868906 4038464 20000 20000 4888906 4058464 8680089 7985659 -327688 -177271 -325483 X false true true false 1584899 152417 175753 56700 191372 1313491 1600490 -154368 194830 -333607 1584899 1076737 615305 225788 -134236 1600490 1454634 58689 143882 292704 1076737 2250350 -113080 107874 574762 1454634 0.98480 0.01520 false false 67486 61633 5853 5853 538369 F 538369 DUE TO CHAPTERS 2746655 OTHER MISCELLANEOUS LIABILITIES 53997 2800652 false SIGMA ALPHA MU FOUNDATION 8701 FOUNDERS RD INDIANAPOLIS IN 46268 136093817 501(C)(3) 48987 EDUCATIONAL false false false ANDREW HUSTON 139258 0 0 0 0 0 2086 0 26215 0 167559 0 0 0 DAVID KLEPPEL VICE PRESIDENT SAM OSU HOUSING X 15000 5000 false true true 5000 Pt VI, Line 6 DRAFT RETURN WILL BE FORWARDED TO EXECUTIVE OFFICER WHO WILL CIRCULATE TO BOARD MEMBERS AND OFFICERS WITH A 10-DAY PERIOD FOR COMMENT. Pt VI, Line 6 UNDERGRADUATE MEMBERSHIP IS OPEN TO MALE STUDENTS ATTENDING ANY UNVERSITY COLLEGE OR PROFESSIONAL SCHOOL THAT HAS A LOCAL CHAPTER OF THE FRATERNITY. ONCE INITIATED, MEMBERS IN GOOD STANDING ARE MATRICULATED THROUGH GRADUATION. UPON GRADUATION, UNDERGRADUATES BECOME LIFETIME MEMBERS SUBJECT TO CONTINUED GOOD STANDING. IN CERTAIN CIRCUMSTANCES, FACULTY FRATRES WILL BE INITIATED AS ALUMNUS MEMBERS IN ORDER TO SUPPORT THE ORGANIZATION'S MISSION ON A SPECIFIC CAMPUS. Pt VI, Line 7a AT THE ANNUAL CONVENTION, MEMBERS ELECT EIGHT CONSULS WHICH CONSIST OF SEVEN ALUMNI MEMBERS AND ONE YOUNG ALUMNUS. THE YOUNG ALUMNUS CONSUL MUST HAVE BEEN A GRADUATE OF HIS HOST INSTITUTION FOR AT LEAST ONE YEAR AND FEWER THAN 5 YEARS. EACH CONSUL SERVES A TWO-YEAR TERM. EXECUTIVE OFFICERS ARE CHOSEN BY THE CONSULS, FROM AMONG THEMSELVES, FOR A ONE-YEAR TERM. Pt VI, Line 11b THE RETURN WILL BE PROVIDED TO THE GOVERNING BODY FOR REVIEW BEFORE THE EXECUTIVE SIGNS AND SUBMITS. Pt VI, Line 12c ALL OFFICERS AND BOARD MEMBERS ARE REQUIRED TO SIGN AN ANNUAL DECLARATION OF ANY CONFLICTS OF INTEREST. MANAGMENT MONITORS ALL TRANSACTIONS DURING THE YEAR AND ALERTS THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL OF ANY TRANSACTIONS THAT MAY HAVE POTENTIAL FOR ACONFLICT OF INTEREST. Pt VI, Line 15a THE COMPENSATION OF THE EXECUTIVE IS DETERMINED BY THE EXECUTIVE COMMITTEE BASED ON THE ORGANIZATION'S FINANCIAL HEALTH, COMPARATIVE INDUSTRY DATA, PERFORMANCE AND STRATEGY. THE EXECUTIVE DETERMINES ALL OTHER SALARIES ACCORDING TO SIMILAR CRITERIA AND ARE APPROVED BY THE EXECUTIVE COMMITTEE. SIGMA ALPHA MU ENDOWMENT FUND LLC 8701 FOUNDERS RD INDIANAPOLIS IN 46268 ENDOWMENT FUND IN SAM FRATERNITY SAM NATIONAL PROPERTIES LLC 8701 FOUNDERS ROAD INDIANAPOLIS IN 46268 HOUSING IN SAM FRATERNITY SAM PROPERTY MANAGEMENT LLC 8701 FOUNDERS ROAD INDIANAPOLIS IN 46268 MANAGEMENT IN SAM NATIONAL PROPERTIES