Nonprofit · EIN 23-1709257
PHI SIGMA DELTA EDUCATIONAL FOUNDATION SIGMA CHAPTER
Tax-exempt · STATE COLLEGE, PA 16803
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990-PF | $94,128 | $114,343 | -$20,215 | $2,122,276 | $4,098 | $2,118,178 |
| March 31, 2024 | 990-PF | $91,631 | $117,223 | -$25,592 | $2,169,955 | $93,057 | $2,076,898 |
Financial details: 990-PF for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $500
- Dividends
- $55,761
- Interest
- $9
- Net gain from sales of assets
- $37,858
Expenses
- Grants and similar amounts paid
- $90,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $101,305
- Excise tax on investment income
- $1,141
Balance sheet and other
- Total assets, start of year
- $2,169,955
- Total assets, end of year
- $2,122,276
- Total liabilities, end of year
- $4,098
- Net assets, end of year
- $2,118,178
- Fair market value of assets
- $2,122,276
- Qualifying distributions
- $101,305
- Net investment income
- $93,628
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-PF for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC HUNN 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | PRESIDENT | 2 | $0 |
| MITCHELL KANTROWITZ 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | VICE PRESIDENT | 2 | $0 |
| RON WILK 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | TREASURER | 2 | $0 |
| BRIAN MANOFF 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | SECRETARY | 2 | $0 |
| JONATHAN BERNSTEIN 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | IMMEDIATE PAST PRESIDENT | 2 | $0 |
| FRED MORGANSTEIN 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | TRUSTEE | 1 | $0 |
| LEN SCHWARTZ 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | TRUSTEE | 1 | $0 |
| TODD SAFRA 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | TRUSTEE | 1 | $0 |
| DOUG LEBOW 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | TRUSTEE | 1 | $0 |
990-PF for the year ended March 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC HUNN 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | PRESIDENT | 2 | $0 |
| MITCHELL KANTROWITZ 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | VICE PRESIDENT | 2 | $0 |
| RON WILK 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | TREASURER | 2 | $0 |
| BRIAN MANOFF 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | SECRETARY | 2 | $0 |
| JONATHAN BERNSTEIN 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | IMMEDIATE PAST PRESIDENT | 2 | $0 |
| FRED MORGANSTEIN 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | TRUSTEE | 1 | $0 |
| LEN SCHWARTZ 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | TRUSTEE | 1 | $0 |
| TODD SAFRA 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | TRUSTEE | 1 | $0 |
| DOUG LEBOW 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 431 SCIENCE PARK RD STE 302, STATE COLLEGE, PA 16803-2219
- In care of
- % JULIA BARTOLOMEA
- Signed the 990-PF
- RONALD G WILK, TREASURER
- Phone
- (814) 238-8474
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-1709257
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1968
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,122,276
- Income (IRS master file)
- $287,183
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2025 | $94,128 | $114,343 | $2,122,276 | XML |
| 990-PF | March 2024 | $91,631 | $117,223 | $2,169,955 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about PHI SIGMA DELTA EDUCATIONAL FOUNDATION SIGMA CHAPTER
- What is the EIN of PHI SIGMA DELTA EDUCATIONAL FOUNDATION SIGMA CHAPTER?
- The employer identification number (EIN) of PHI SIGMA DELTA EDUCATIONAL FOUNDATION SIGMA CHAPTER is 23-1709257.
- Is PHI SIGMA DELTA EDUCATIONAL FOUNDATION SIGMA CHAPTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to PHI SIGMA DELTA EDUCATIONAL FOUNDATION SIGMA CHAPTER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PHI SIGMA DELTA EDUCATIONAL FOUNDATION SIGMA CHAPTER file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PHI SIGMA DELTA EDUCATIONAL FOUNDATION SIGMA CHAPTER due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHI SIGMA DELTA EDUCATIONAL FOUNDATION SIGMA CHAPTER last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2025.
- Who are the officers and directors of PHI SIGMA DELTA EDUCATIONAL FOUNDATION SIGMA CHAPTER?
- The 990-PF for the year ended March 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does PHI SIGMA DELTA EDUCATIONAL FOUNDATION SIGMA CHAPTER have?
- On its 990-PF for the year ended March 31, 2025 it reported revenue of $94,128, expenses of $114,343 and total assets of $2,122,276 at year end.
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