Nonprofit · EIN 06-0655494
SIGMA XI THE SCIENTIFIC RESEARCH HONOR SOCIETY INC
Tax-exempt · DURHAM, NC 27713
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,861,984 | $5,139,078 | -$277,094 | $19,546,515 | $3,945,123 | $15,601,392 |
| June 30, 2024 | 990 | $4,621,882 | $4,977,631 | -$355,749 | $18,756,525 | $4,096,952 | $14,659,573 |
| June 30, 2023 | 990 | $4,165,290 | $5,479,550 | -$1,314,260 | $17,351,982 | $3,691,902 | $13,660,080 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $615,272
- Program service revenue
- $3,332,611
- Investment income
- $914,101
- Net gain from sales of assets
- $535,217
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $272,258
- Compensation of officers, directors and key employees
- $248,174
- Other salaries and wages
- $1,471,824
- Salaries, compensation and benefits (total)
- $2,141,977
- Professional fundraising fees
- $0
- Legal fees
- $11,221
- Accounting fees
- $55,248
- Occupancy
- $213,828
- Travel
- $308,037
- Depreciation
- $63,790
- Program services (functional)
- $3,036,867
- Management and general (functional)
- $1,762,783
- Fundraising (functional)
- $339,428
Balance sheet and other
- Total assets, start of year
- $18,756,525
- Total assets, end of year
- $19,546,515
- Total liabilities, end of year
- $3,945,123
- Net assets, end of year
- $15,601,392
- Land, buildings and equipment
- $463,968
- Publicly traded securities
- $17,049,688
- Net assets without donor restrictions
- -$56,164
- Net assets with donor restrictions
- $15,657,556
- Gross unrelated business income
- $9,819
- Gross receipts
- $5,426,767
- Employees
- 25
- Volunteers
- 16
- Year formed
- 1886
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMIE L VERNON PHD | EXECUTIVE DIRECTOR & CEO Officer | 40 | $211,951 | $29,020 |
| JASMINE SHAH | DIR FINANCE/ADMIN Highest-paid employee | 40 | $143,123 | $23,877 |
| LISA MERRITT | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $122,463 | $30,394 |
| PEIZHEN KATHY LU PHD | PRESIDENT Trustee or director, Officer | 8 | $0 | $0 |
| DANIEL RUBENSTEIN PHD | PRESIDENT-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| DAVID W BAKER PHD | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MARIJA STROJNIK PHD | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| MARY BLISS PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RAYMOND H BYRNE PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEBORAH J GOOD PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAMELA KERRIGAN PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAURA MONTIER PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER PATTERSON PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EMMA S PERRY PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THEODORA PINOU PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRADLEY SWANSON PHD | DIRECTOR Trustee or director | 1 | $0 |
| ALLEN THOMAS | DIRECTOR Trustee or director | 1 | $0 |
| MATHEW TRAUM PHD | DIRECTOR Trustee or director | 1 | $0 |
| TIELI WANG | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMIE L VERNON PHD | EXECUTIVE DIRECTOR & CEO Officer | 40 | $207,318 | $40,937 |
| JASMINE SHAH | DIR FINANCE/ADMIN Highest-paid employee | 40 | $140,759 | $32,230 |
| LISA MERRITT | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $122,606 | $36,501 |
| MARIJA STROJNIK PHD | PRESIDENT Trustee or director, Officer | 8 | $0 | $0 |
| PEIZHEN KATHY LU PHD | PRESIDENT-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| NICHOLAS A PEPPAS PHD | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| DAVID W BAKER PHD | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DANA A BAUM PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY BLISS PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RAYMOND H BYRNE PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEBORAH J GOOD PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HOLLYANN HARRIS PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAMELA KERRIGAN PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAURA MONTIER PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER PATTERSON PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EMMA S PERRY PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THEODORA PINOU PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRADLEY SWANSON PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIELI WANG | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMIE L VERNON PHD | EXECUTIVE DIRECTOR & CEO Officer | 40 | $209,055 | $30,257 |
| JASMINE SHAH | DIR FINANCE/ADMIN Highest-paid employee | 40 | $133,496 | $27,951 |
| LISA MERRITT | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $128,116 | $19,191 |
| NICHOLAS A PEPPAS PHD | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT T PENNOCK PHD | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| MARIJA STROJNIK PHD | PRESIDENT-ELECT Trustee or director, Officer | 8 | $0 | $0 |
| DAVID W BAKER PHD | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DANA A BAUM PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HOLLYANN HARRIS PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAMELA KERRIGAN PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PEIZHEN KATHY LU PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER PATTERSON PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EMMA S PERRY PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIEL I RUBENSTEIN PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EUGENE SANTOS JR PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY BLISS PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAURA MONTIER PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRADLEY SWANSON PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIELI WANG | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 700 PARK OFFICES DR STE 160, DURHAM, NC 27713-3318
- Principal officer (990 for 2024)
- JAMIE L VERNON, PO BOX 13975, RESEARCH TRIANGLE PARK, NC 27709
- Signed the 990
- JAMIE L VERNON, EXECUTIVE DIRECTOR/CEO
- Phone
- (919) 549-4691
- Website
- WWW.SIGMAXI.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO ENHANCE THE HEALTH OF THE RESEARCH ENTERPRISE, FOSTER INTEGRITY IN SCIENCE AND ENGINEERING AND PROMOTE THE PUBLIC'S UNDERSTANDING OF SCIENCE FOR THE PURPOSE OF IMPROVING THE HUMAN CONDITION.
Program accomplishments
- AMERICAN SCIENTIST: BI-MONTHLY PUBLICATION OF SCIENTIFIC MAGAZINE DISTRIBUTED TO APPROXIMATELY 28,741 MEMBERS AND 10,538 SUBSCRIBERS.Expenses $1,267,885 · revenue $348,737
- DEVELOP MEMBERSHIP, ENGAGE MEMBERS WITH PROGRAMS, SUPPORT 533 CHAPTERS AND WORK WITH INSTITUTIONS TO LAUNCH NEW CHAPTERS.Expenses $694,186 · revenue $2,803,774
- PRODUCTION OF THE ANNUAL MEETING (INTERNATIONAL FORUM ON RESEARCH EXCELLENCE) AND GRANT FUNDING PROGRAMS.Expenses $378,697 · grants $6,755 · revenue $118,530
- SIGMA XI'S PROGRAMS ARE FOCUSED ON SCIENCE AND ENGINEERING EDUCATION, RESEARCH ETHICS, PUBLIC UNDERSTANDING OF SCIENCE, INTERNATIONAL RESEARCH COOPERATION AND THE HEALTH OF THE RESEARCH ENTERPRISE.Expenses $385,721 · grants $33,150 · revenue $51,751
- RUNNING GRANTS-IN-AID OF RESEARCH PROGRAMExpenses $310,378 · grants $232,353
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 06-0655494
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1943
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $19,546,515
- Income (IRS master file)
- $5,426,767
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,861,984 | $5,139,078 | $19,546,515 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $4,621,882 | $4,977,631 | $18,756,525 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $4,165,290 | $5,479,550 | $17,351,982 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $4,916,209 | $4,780,173 | $16,717,567 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-0655494).
Questions about SIGMA XI THE SCIENTIFIC RESEARCH HONOR SOCIETY INC
- What is the EIN of SIGMA XI THE SCIENTIFIC RESEARCH HONOR SOCIETY INC?
- The employer identification number (EIN) of SIGMA XI THE SCIENTIFIC RESEARCH HONOR SOCIETY INC is 06-0655494.
- Is SIGMA XI THE SCIENTIFIC RESEARCH HONOR SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1943.
- Are donations to SIGMA XI THE SCIENTIFIC RESEARCH HONOR SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SIGMA XI THE SCIENTIFIC RESEARCH HONOR SOCIETY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SIGMA XI THE SCIENTIFIC RESEARCH HONOR SOCIETY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SIGMA XI THE SCIENTIFIC RESEARCH HONOR SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SIGMA XI THE SCIENTIFIC RESEARCH HONOR SOCIETY INC?
- The 990 for the year ended June 30, 2025 names JAMIE L VERNON.
- Who are the officers and directors of SIGMA XI THE SCIENTIFIC RESEARCH HONOR SOCIETY INC?
- The 990 for the year ended June 30, 2025 lists 19 people; 3 received compensation from the organization, the highest $211,951 (JAMIE L VERNON PHD, EXECUTIVE DIRECTOR & CEO).
- How much revenue does SIGMA XI THE SCIENTIFIC RESEARCH HONOR SOCIETY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,861,984, expenses of $5,139,078 and total assets of $19,546,515 at year end.
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