2026-04-11T15:32:04+00:00 2025-05-31 311119890 Barnes Dennig & Co LTD 150 East 4th St Cincinnati OH 45202 990 2024-06-01 131306360 Sigma Alpha Mu Fraternity Inc SIGM 3177898338 8701 FOUNDERS RD INDIANAPOLIS IN 46268 ANDREW HUSTON EXECUTIVE DIRECTOR 3177898338 2026-04-11 false true Paula L Hume P00537516 5132418313 2025-04-06 2024 2025-03-06 01:10:19Z ANDREW HUSTON 8701 FOUNDERS RD INDIANAPOLIS IN 46268 11293585 false X N / A X 1915 IN 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 19 150 400080 0 64138 94419 1095294 2044420 916783 388807 664811 11273 2741026 2538919 667890 77763 0 1094470 895686 0 0 962599 1091033 2724959 2064482 16067 474437 8344703 9471642 4260997 4979721 4083706 4491921 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 The organization provides leadership and educational programs to better enable members for citizenship, community service, and leadership. 0 false true false false false false false false true true true true false true true false false false false false true false false false false false false true false true false false false false false false false false false false false false false false true false false false false false true 5 0 true 19 true true true false false false true true 306287 0 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 false IN X ANDREW HUSTON 3177898338 8701 FOUNDERS RD INDIANAPOLIS IN 46268 BENJI BEARMAN TREASURER 1.0 X X 0 0 0 DAVID KLEPPEL PRESIDENT 1.0 X X 0 0 0 DEAN LAMBERT VICE PRESIDENT 1.0 X X 0 0 0 DOUGLAS MONTGOMERY SECRETARY 1.0 X X 0 0 0 BRUCE HARRIS CONSUL 1.0 X 0 0 0 DAVID SACKLER CONSUL 1.0 X 0 0 0 EVAN REMER CONSUL 1.0 X 0 0 0 PATRICK WRIGHT CONSUL - EXIT 07/24 1.0 X 0 0 0 ZACKARY NEWMAN CONSUL - START 07/24 1.0 X 0 0 0 ANDY HUSTON EXECUTIVE DIRECTOR 40.0 X 163540 0 34179 163540 0 34179 1 false true false 0 94419 94419 Membership Fees 611710 603045 603045 Program Income from Favor 900099 116960 116960 Convention Income 611710 197079 197079 Risk Management Income 611710 645666 645666 Property Management Fees 611710 339214 339214 142456 142456 0 0 2044420 41572 41572 11273 11273 0 0 9101901 8754666 347235 0 347235 347235 0 0 0 0 0 2538919 2044420 400080 0 77763 197719 556820 12956 68055 60136 11431 34962 20539 5569 23592 37981 116166 34242 180382 16426 1596 343091 Educational Programs 111971 Bad Debt 37901 Other Expenses 13802 Supplies and Maintenance 44288 57094 2064482 271690 643903 400882 18197 80171 309569 0 0 0 0 1862226 1997803 28273 11567 36409 85749 55553 52892 4257 2661 5014652 4873897 646143 1006610 0 0 521686 8344703 9471642 651082 154507 88100 353695 138667 3005094 3159040 0 251126 230182 0 1209225 4260997 4979721 X 4063706 4471921 20000 20000 4083706 4491921 8344703 9471642 X 474437 -250802 238026 -53446 X true X false X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true 1352122 76306 1428428 1336110 38959 60087 56700 26334 1352122 1574899 185036 175753 56700 191372 1336110 1600490 -164368 194830 -333607 1574899 1076737 615305 225788 -134236 1600490 0.21 0.79 0.0 false false 55553 52892 2661 2661 Closely-held equity interests Financial derivatives Interest in James R Favor & Co. 1006610 F 1006610 Deposit 5958 Right of Use Asset 515728 521686 Federal Income Taxes Other Liabilities 53914 Insurance Deductible Reserve 600000 Lease Liabilities - Operating Leases 555311 1209225 2220858 -345139 6726 -338413 2559271 20539 -40291 -19752 2539519 2050669 6726 6726 2043943 20539 0 20539 2064482 Schedule D, Part V, Line 4 Intended uses of endowment funds Funds generated from the Endowment Fund's activities are used to make mortgage and unsecured loans to chapter houses for construction and furnishings. North America (Canada & Mexico only) 0 0 Program Services Revenue from chapter in Ontario, Canada 17166 0 0 0 0 0 0 17166 0 17166 false false false false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual true Sigma Alpha MU Foundation 8701 Founders Rd Indianapolis IN 46268 136093817 501(C)(3) 77763 Scholarships 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds The grant review committee annual reviews information about grant requests, program goals, and impact. X X X false false false ANDY HUSTON EXECUTIVE DIRECTOR 156566 0 6974 0 0 0 4886 0 29293 0 197719 0 0 0 Form 990, Part VI, Line 6 Classes of members or stockholders Sigma Alpha Mu is a membership organization. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The board of directors is elected by the general membership. Form 990, Part VI, Line 11b Review of form 990 by governing body The return will be provided to the governing body for review before the executive signs and submits Form 990, Part VI, Line 12c Conflict of interest policy All officers and board members are required to sign an annual declaration of any conflicts of interest. Management 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 a conflict of interest. Form 990, Part VI, Line 15a Process to establish compensation of top management official The compensation of the executive is determined by the board of directors 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. Form 990, Part VI, Line 19 Required documents available to the public Governing documents including policies are available for inspection at the organization's office and posted in the resource center of the member's portal of the website. Form 990, Part VIII, Line 2f Other Program Service Revenue Other program income - Total Revenue: 42550, Related or Exempt Function Revenue: 42550, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Chapter Loan Interest - Total Revenue: 99906, Related or Exempt Function Revenue: 99906, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances K-1 Pass through income - -53446; Total - -53446; Pt VI, Line 8a ALL OFFICIAL MEETINGS OF THE BOARD ARE RECORDED Pt VI, Line 8b ALL COMMITTEES OF THE BOARD REPORT THEIR DELIBERATIONS AND RECOMMENDATIONS SIGMA ALPHA MU ENDOWMENT FUND LLC 8701 FOUNDERS ROAD INDIANAPOLIS IN 46268 ENDOWMENT MANAGEMENT IN 317259 5168795 NA SAM NATIONAL PROPERTIES LLC 8701 FOUNDERS ROAD INDIANAPOLIS IN 46268 HOUSING IN 0 0 NA SAM PROPERTY MANAGEMENT LLC 8701 FOUNDERS ROAD INDIANAPOLIS IN 46268 PROPERTY MANAGEMENT IN 351150 112339 NA