Nonprofit · EIN 34-6580177
SIGMA PHI EPSILON FRATERNITY INC
Also known as OHIO IOTA CHAPTER
Tax-exempt · TOLDEO, OH 43606
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $107,551 | $113,653 | -$6,102 | $21,841 | $0 | $21,841 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,800
- Membership dues
- $105,301
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- -$1,550
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $54,268
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $6,664
- Other expenses
- $52,721
Balance sheet and other
- Total assets, start of year
- $27,943
- Total assets, end of year
- $21,841
- Total liabilities, end of year
- $0
- Net assets, end of year
- $21,841
- Cash, savings and investments
- $21,841
- Gross receipts
- $109,101
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sam Yonker | President (start Nov 24) | 20 | $0 |
| Brian Frisch | President (end Nov 24) | 20 | $0 |
| Shawn Monteiro | VP of Programming | 6 | $0 |
| Carter Wheaton Rodriguez | VP of SigEp Learning Community | 10 | $0 |
| Julian Garcia | VP of Member Development (start Nov 24) | 6 | $0 |
| Sean Hanna | VP of Member Development (end Nov 24) | 6 | $0 |
| Shudant Gautam | VP of Operations (start Nov 24) | 6 | $0 |
| Brendan Burke | VP of Operations (end Nov 24) | 6 | $0 |
| Derrick Zimmers | Chaplain (start Nov 24) | 10 | $0 |
| Jonathan Baughey | Chaplain (end Nov 24) | 10 | $0 |
| Aiden Smith | VP of Communications (start Nov 24) | 5 | $0 |
| Jaden Bolinger | VP of Communications (end Nov 24) | 5 | $0 |
| Timothy Huber | VP of Recruitment (start Nov 24) | 10 | $0 |
| Sam Yonker | VP of Recruitment (end Nov 24) | 10 | $0 |
| Jayden Chacko | VP of Finance (start Nov 24) | 6 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Likhit Kodela | VP of Finance (end Nov 24) | 6 | $0 |
Address and contacts
- Address (IRS master file)
- 3020 VILLAGE LOOP DR BLDG D1, TOLDEO, OH 43606-8808
- In care of
- % ANDREW BRUNO
- Mailing address (990-N for 2014)
- 3020 Village Loop Dr, Toledo OH 43606
- Principal officer (990-N for 2014)
- Alec Fulkenberg, 3020 Village Loop Dr, Toledo OH 43606
- Signed the 990-EZ
- Jayden Chacko, VP of Finance
- Phone
- (804) 353-1901
Mission
Social Club - Fraternity: 75 Members.
Program accomplishments
- Social Gatherings/Events
- Member Education and Enrichment
- Community Service and Philanthropy
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 34-6580177
- Tax-exempt status
- 501(c)(7): Social or recreational club
- Donations deductible
- No
- Exempt since
- 1941
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 0309: SIGMA PHI EPSILON FRATERNITY INC
- Assets (IRS master file)
- $21,841
- Income (IRS master file)
- $109,101
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | – | – | – | IRS |
| 990-EZ | June 2024 | $126,176 | $113,732 | $27,943 | IRS |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-N for 2014 Officer: Alec Fulkenberg | June 30, 2015 | ≤ $50,000 receipts | – | – | e-Postcard |
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 SIGMA PHI EPSILON FRATERNITY INC
- What is the EIN of SIGMA PHI EPSILON FRATERNITY INC?
- The employer identification number (EIN) of SIGMA PHI EPSILON FRATERNITY INC is 34-6580177.
- Is SIGMA PHI EPSILON FRATERNITY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(7) since 1941.
- Are donations to SIGMA PHI EPSILON FRATERNITY INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SIGMA PHI EPSILON FRATERNITY 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 PHI EPSILON FRATERNITY 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 PHI EPSILON FRATERNITY INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of SIGMA PHI EPSILON FRATERNITY INC?
- The 990-N for 2014 names Alec Fulkenberg.
- Who are the officers and directors of SIGMA PHI EPSILON FRATERNITY INC?
- The 990-EZ for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does SIGMA PHI EPSILON FRATERNITY INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $107,551, expenses of $113,653 and total assets of $21,841 at year end.