Nonprofit · EIN 13-6093817
SIGMA ALPHA MU FOUNDATION
Tax-exempt · INDIANAPOLIS, IN 46268
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $2,141,994 | $1,230,273 | $911,721 | $12,383,438 | $450,278 | $11,933,160 |
| May 31, 2024 | 990 | $1,494,419 | $1,091,955 | $402,464 | $11,987,603 | $334,585 | $11,653,018 |
| May 31, 2023 | 990 | $848,468 | $785,442 | $63,026 | $10,441,546 | $352,747 | $10,088,799 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $689,529
- Program service revenue
- $0
- Investment income
- $1,414,415
- Net rental income
- $38,050
- Net gain from sales of assets
- $1,034,635
- Other revenue
- $38,050
Expenses
- Grants and similar amounts paid
- $470,024
- Compensation of officers, directors and key employees
- $162,245
- Other salaries and wages
- $164,949
- Salaries, compensation and benefits (total)
- $356,265
- Professional fundraising fees
- $0
- Legal fees
- $48,259
- Accounting fees
- $26,600
- Occupancy
- $6,711
- Travel
- $36,030
- Depreciation
- $9,303
- Program services (functional)
- $681,585
- Management and general (functional)
- $305,827
- Fundraising (functional)
- $242,861
Balance sheet and other
- Total assets, start of year
- $11,987,603
- Total assets, end of year
- $12,383,438
- Total liabilities, end of year
- $450,278
- Net assets, end of year
- $11,933,160
- Land, buildings and equipment
- $568,314
- Publicly traded securities
- $10,968,505
- Net assets without donor restrictions
- $1,406,292
- Net assets with donor restrictions
- $10,526,868
- Gross unrelated business income
- $14,663
- Gross receipts
- $4,573,081
- Employees
- 3
- Volunteers
- 75
- Year formed
- 1944
- State of legal domicile
- DC
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AARON GIRSON | CEO Officer | 40 | $142,912 | $22,284 |
| ROBERT WEISS | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| DENNIS PAESE | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| JAMES ROBERTSON | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| JOHN PAINE | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| ROBERT FAGENSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NELSON FRANCE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LELAND GARRETT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RONALD KATCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVEN KAHN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| OFFER KORIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAWRENCE LEIB | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NATHANIEL LOCKLIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EVAN LUBLINE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HANNO MOTT | DIRECTOR Trustee or director | 1 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROY NEULICHT | DIRECTOR Trustee or director | 1 | $0 |
| ANDREW PALEY | DIRECTOR Trustee or director | 1 | $0 |
| MARC PERLSTEIN | DIRECTOR Trustee or director | 1 | $0 |
| DAVID PHILLIPS | DIRECTOR Trustee or director | 1 | $0 |
| DAVID RICE | DIRECTOR Trustee or director | 1 | $0 |
| BRADLEY UNGER | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD WILLIAMSON | DIRECTOR Trustee or director | 1 | $0 |
| LAWRENCE WITTELS | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended May 31, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AARON GIRSON | CEO Officer | 40 | $130,318 | $8,587 |
| ROBERT WEISS | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| DENNIS PAESE | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| JAMES ROBERTSON | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| JOHN PAINE | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| ROBERT FAGENSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NELSON FRANCE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LELAND GARRETT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RONALD KATCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAWRENCE LEIB | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NATHANIEL LOCKLIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EVAN LUBLINE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HANNO MOTT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROY NEULICHT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID PHILLIPS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID RICE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRADLEY UNGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICHARD WILLIAMSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAWRENCE WITTELS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARC PERLSTEIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVEN KAHN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| OFFER KORIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended May 31, 2023: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT WEISS | PRESIDENT Trustee or director, Officer | 5 | $0 |
| DENNIS PAESE | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| AARON GIRSON | CEO (BEG 1/23) TREASURER (END 12/22) Trustee or director, Officer | 5 | $0 |
| JAMES ROBERTSON | TREASURER (BEG 2/23) Trustee or director, Officer | 5 | $0 |
| JOHN PAINE | SECRETARY Trustee or director, Officer | 5 | $0 |
| ROBERT FAGENSON | DIRECTOR Trustee or director | 1 | $0 |
| NELSON FRANCE | DIRECTOR Trustee or director | 1 | $0 |
| LELAND GARRETT | DIRECTOR Trustee or director | 1 | $0 |
| RONALD KATCH | DIRECTOR Trustee or director | 1 | $0 |
| LAWRENCE LEIB | DIRECTOR Trustee or director | 1 | $0 |
| NATHANIEL LOCKLIN | DIRECTOR Trustee or director | 1 | $0 |
| EVAN LUBLINE | DIRECTOR Trustee or director | 1 | $0 |
| HANNO MOTT | DIRECTOR Trustee or director | 1 | $0 |
| ROY NEULICHT | DIRECTOR Trustee or director | 1 | $0 |
| MARC PERLSTEIN | DIRECTOR Trustee or director | 1 | $0 |
| DAVID PHILLIPS | DIRECTOR Trustee or director | 1 | $0 |
| DAVID RICE | DIRECTOR Trustee or director | 1 | $0 |
| BRADLEY UNGER | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD WILLIAMSON | DIRECTOR Trustee or director | 1 | $0 |
| LAWRENCE WITTELS | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 8701 FOUNDERS RD, INDIANAPOLIS, IN 46268-1338
- Principal officer (990 for 2024)
- ROBERT WEISS, 8701 FOUNDERS ROAD, INDIANAPOLIS, IN 46268
- Signed the 990
- JAMES ROBERTSON, TREASURER
- Phone
- (317) 789-8339
- Website
- HTTP://SAM-FDN.ORG/HOME
- 990-N for 2011 filed under this EIN
- Most likely by a chapter, club or affiliate (it says receipts are normally $50,000 or less). Officer: Kyle Whelan, 381 forest ave, morgantown WV 26505. Mailing address: 8701 Founders road, Indianapolis IN 46268. Website: sam.org
- Return prepared by
- BLUE & CO LLC
Mission
TO FURNISH STUDENT AID, TO ENCOURAGE AND DEVELOP CONDUCT AND TRAITS OF CHARACTER CONSISTENT WITH HIGH MORALS, CONSTRUCTIVE CITIZENSHIP, SCHOLARSHIP, LEADERSHIP AND COMMUNITY SERVICE AND TO SUPPORT THE EDUCATIONAL INTERESTS AND ACTIVITIES OF THE SIGMA ALPHA MU FRATERNITY.
Program accomplishments
- EDUCATIONAL GRANTS PAID TO SIGMA ALPHA MU FRATERNITY, INC. TO SUPPORT THE EDUCATIONAL PROGRAMS THAT PROMOTE HIGHER EDUCATION AND SELF-DEVELOPMENT FOR UNDERGRADUATE MEMBERS OF SIGMA ALPHA MU FRATERNITY, INC.Expenses $91,212 · grants $62,900
- SCHOLARSHIPS ARE AWARDED TO UNDERGRADUATES AND GRADUATE STUDENTS ATTENDING COLLEGES AND UNIVERSITIES IN THE UNITED STATES AND CANADA. THE SCHOLARSHIPS ARE PROVIDED TO ENABLE THE PURSUIT OF HIGHER EDUCATION.Expenses $481,649 · grants $332,147
- CHARITABLE CONTRIBUTIONS MADE TO OTHER INSTITUTIONS FOR SCHOLARSHIPS AND EDUCATIONAL PROGRAMS THAT SUPPORT HIGHER EDUCATION AND SELF DEVELOPMENT FOR UNDERGRADUATE STUDENTS.Expenses $108,724 · grants $74,977
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Check at the IRS |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 13-6093817
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1944
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B83I)
- Assets (IRS master file)
- $13,901,101
- Income (IRS master file)
- $4,459,054
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $2,141,994 | $1,230,273 | $12,383,438 | XML |
| 990-T | May 2025 | – | – | – | IRS |
| 990 | May 2024 | $1,494,419 | $1,091,955 | $11,987,603 | XML |
| 990-T | May 2024 | – | – | – | IRS |
| 990 | May 2023 | $848,468 | $785,442 | $10,441,546 | XML |
| 990-T | May 2023 | – | – | – | IRS |
| 990 | May 2022 | $966,760 | $602,772 | $10,724,306 | IRS |
| 990-T | May 2022 | – | – | – | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990-T | May 2021 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990-N for 2011 Officer: Kyle Whelan Filed under this EIN, most likely by a chapter or affiliate | May 31, 2012 | ≤ $50,000 receipts | – | – | e-Postcard |
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 13-6093817).
Questions about SIGMA ALPHA MU FOUNDATION
- What is the EIN of SIGMA ALPHA MU FOUNDATION?
- The employer identification number (EIN) of SIGMA ALPHA MU FOUNDATION is 13-6093817.
- Is SIGMA ALPHA MU FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1944.
- Are donations to SIGMA ALPHA MU FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SIGMA ALPHA MU FOUNDATION 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 ALPHA MU FOUNDATION due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SIGMA ALPHA MU FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of SIGMA ALPHA MU FOUNDATION?
- The 990 for the year ended May 31, 2025 names ROBERT WEISS.
- Who are the officers and directors of SIGMA ALPHA MU FOUNDATION?
- The 990 for the year ended May 31, 2025 lists 23 people; 1 received compensation from the organization, the highest $142,912 (AARON GIRSON, CEO).
- How much revenue does SIGMA ALPHA MU FOUNDATION have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $2,141,994, expenses of $1,230,273 and total assets of $12,383,438 at year end.
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