Nonprofit · EIN 35-1783190
SIGMA DELTA TAU FOUNDATION INC
Tax-exempt · CARMEL, IN 46032
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $954,618 | $892,726 | $61,892 | $1,731,057 | $91,025 | $1,640,032 |
| June 30, 2024 | 990 | $833,664 | $849,236 | -$15,572 | $1,568,158 | $43,590 | $1,524,568 |
| June 30, 2023 | 990 (amended) | $647,852 | $668,744 | -$20,892 | $1,469,907 | $43,154 | $1,426,753 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $847,324
- Membership dues
- $70,605
- Program service revenue
- $0
- Investment income
- $107,294
- Net gain from sales of assets
- $71,172
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $658,123
- Compensation of officers, directors and key employees
- $93,330
- Salaries, compensation and benefits (total)
- $100,419
- Professional fundraising fees
- $0
- Accounting fees
- $22,512
- Occupancy
- $6,000
- Travel
- $6,204
- Program services (functional)
- $708,749
- Management and general (functional)
- $119,859
- Fundraising (functional)
- $64,118
Balance sheet and other
- Total assets, start of year
- $1,568,158
- Total assets, end of year
- $1,731,057
- Total liabilities, end of year
- $91,025
- Net assets, end of year
- $1,640,032
- Publicly traded securities
- $1,209,067
- Net assets without donor restrictions
- $251,724
- Net assets with donor restrictions
- $1,388,308
- Gross receipts
- $1,911,773
- Employees
- 0
- Volunteers
- 30
- Year formed
- 1963
- State of legal domicile
- IN
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 |
|---|---|---|---|---|
| KRISTEN JACKSON | FOUNDATION DIRECTOR Officer | 40 | $91,500 | $1,830 |
| ELAINE ARNOVITZ | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PAM BENJAMIN BORSTEIN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LOUISE CHAUNCEY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DEBBIE ELFANT FEINBERG | TRUSTEE Trustee or director | 2 | $0 | $0 |
| HALI MYRON HERMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KATE SHANFIELD KLEPPER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARIE LINE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SUZANNE LUTZ | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CAREN SILVERMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JAN BROWN STEPHENSON | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| MELINDA BORDY GROSSMAN | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KRISTEN JACKSON | FOUNDATION DIRECTOR Officer | 40 | $89,454 | $1,759 |
| ELAINE ARNOVITZ | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PAM BENJAMIN BORSTEIN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LOUISE CHAUNCEY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SARI GOLD FACTOR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KATE SHANFIELD KLEPPER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SUZANNE LUTZ | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CAREN SILVERMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| NANCY SPIRE | FORMER TRUSTEE Trustee or director | 2 | $0 | $0 |
| JAN BROWN STEPHENSON | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| MELINDA BORDY GROSSMAN | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELAINE ARNOVITZ | TRUSTEE Trustee or director | 2 | $0 |
| PAM BENJAMIN BORSTEIN | TRUSTEE Trustee or director | 2 | $0 |
| SARI GOLD FACTOR | TRUSTEE Trustee or director | 2 | $0 |
| ANNAMARIA PRINZIVALLI GOLD | TRUSTEE Trustee or director | 2 | $0 |
| KATE SHANFIELD KLEPPER | TRUSTEE Trustee or director | 2 | $0 |
| ELIZABETH MCQUEEN SESLER | TRUSTEE Trustee or director | 2 | $0 |
| NANCY ROSEN SPIRE | TRUSTEE Trustee or director | 2 | $0 |
| KRISTEN JACKSON | FOUNDATION DIRECTOR Trustee or director, Officer | 40 | $0 |
| JAN BROWN STEPHENSON | PRESIDENT Trustee or director, Officer | 2 | $0 |
| MELINDA BORDY GROSSMAN | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 714 ADAMS ST, CARMEL, IN 46032-7541
- In care of
- % KRISTEN JACKSON
- Mailing address (990-N for 2018)
- 97 Wentworth Street, Charleston SC 29424
- Principal officer (990 for 2024)
- JAN STEPHENSON, 714 ADAMS STREET, CARMEL, IN 46032
- Signed the 990
- KRISTEN JACKSON, FOUNDATION DIRECTOR
- Phone
- (317) 846-7747
- Website
- WWW.SIGMADELTATAU.ORG
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
Mission
SIGMA DELTA TAU FOUNDATION, INC WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION SUPPORTS THE EDUCATIONAL, LEADERSHIP AND PHILANTHROPIC ACTIVITIES OF SIGMA DELTA TAU MEMBERS BY PROVIDING SCHOLARSHIPS, EDUCATIONAL GRANTS, HARDSHIP SUPPORT, AND FINANCIAL GRANTS. THE FOUNDATION ALSO PROVIDES PROGRAM GRANTS TO SIGMA DELTA TAU SOCIETY, A 501(C)7 ORGANIZATION WHOSE ACTIVITIES ARE CONSISTENT WITH ENCOURAGING EACH MEMBER TO REACH THEIR FULLEST POTENTIAL BY ENRICHING THE EXPERIENCE OF WOMEN WITH SIMILAR IDEALS, BUILDING LASTING RELATIONSHIPS, PROMOTING CIVIC RESPONSIBILITY, AND FOSTERING PERSONAL GROWTH.
Program accomplishments
- THE FOUNDATION ISSUED GRANTS AND SCHOLARSHIPS TO INDIVIDUAL MEMBERS OF SIGMA DELTA TAU SOCIETY AND NATIONAL PHILANTHROPIC PARTNER ORGANIZATIONS BENEFITING FROM CHAPTER FUNDRAISING INITIATIVES.Expenses $597,223 · grants $597,223
- THE FOUNDATION ISSUED AN EDUCATIONAL GRANT TO SIGMA DELTA TAU SOCIETY IN SUPPORT OF SIGNATURE PROGRAMS INCLUDING LEADERSHIP, SAFETY AND PERSONAL GROWTH.Expenses $60,900 · grants $60,900
- THE FOUNDATION PROVIDED INFORMATION TO SIGMA DELTA TAU SOCIETY MEMBERS THROUGH DEDICATED PAGES OF THE SOCIETY'S MAGAZINE AND THROUGH PUBLICATION OF A NEWSLETTER.Expenses $8,543
- PROGRAM COST TO PROVIDE PROGRAMMING, EDUCATION, HOUSING, AND SUPPORT FOR INDIVIDUALS.Expenses $42,083
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
- 35-1783190
- 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
- 1990
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $1,731,057
- Income (IRS master file)
- $1,911,773
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $954,618 | $892,726 | $1,731,057 | XML |
| 990 | June 2024 | $833,664 | $849,236 | $1,568,158 | XML |
| 990 | June 2023 | $647,852 | $668,744 | $1,469,907 | IRS |
| 990 | June 2022 | $704,980 | $535,038 | $1,455,753 | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2018 | December 31, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | December 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 35-1783190).
Questions about SIGMA DELTA TAU FOUNDATION INC
- What is the EIN of SIGMA DELTA TAU FOUNDATION INC?
- The employer identification number (EIN) of SIGMA DELTA TAU FOUNDATION INC is 35-1783190.
- Is SIGMA DELTA TAU FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to SIGMA DELTA TAU FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SIGMA DELTA TAU FOUNDATION 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 DELTA TAU FOUNDATION 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 DELTA TAU FOUNDATION 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 DELTA TAU FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names JAN STEPHENSON.
- Who are the officers and directors of SIGMA DELTA TAU FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 12 people; 1 received compensation from the organization, the highest $91,500 (KRISTEN JACKSON, FOUNDATION DIRECTOR).
- How much revenue does SIGMA DELTA TAU FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $954,618, expenses of $892,726 and total assets of $1,731,057 at year end.
Other nonprofits in CARMEL
- LITTLE STAR CENTER INC EIN 30-0021977 · last filed 990 for 2024
- UNIVERSITY HIGH SCHOOL OF INDIANA INC EIN 35-2034546 · last filed 990 for 2025
- LAMBDA CHI ALPHA EDUCATIONAL FOUNDATION INC EIN 13-6266432 · last filed 990 for 2025
- CLVEN NATIONAL HOUSE CORPORATION EIN 81-2669741 · last filed 990 for 2025
- ZETA TAU ALPHA FOUNDATION INC EIN 31-0987111 · last filed 990 for 2025
- LITTLE BUNS INC EIN 35-1851458 · last filed 990 for 2024
- ALPHA SIGMA PHI FOUNDATION INC EIN 14-1908351 · last filed 990 for 2025
- INDIANA AGRICULTURE EDUCATION INC EIN 81-5307679 · last filed 990 for 2023