Nonprofit · EIN 39-1650560
PI SIGMA EPSILON NATIONAL EDUCATION FOUNDATION
Tax-exempt · GREENFIELD, WI 53220
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $380,585 | $245,623 | $134,962 | $1,021,656 | $123,775 | $897,881 |
| June 30, 2024 | 990 | $253,622 | $176,236 | $77,386 | $820,975 | $102,907 | $718,068 |
| June 30, 2023 | 990 | $198,234 | $177,972 | $20,262 | $690,665 | $101,978 | $588,687 |
| June 30, 2022 | 990 | $189,575 | $147,622 | $41,953 | $625,492 | $84,332 | $541,160 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $274,842
- Program service revenue
- $32,102
- Investment income
- $21,497
- Royalties
- $27,000
- Other revenue
- $52,144
Expenses
- Grants and similar amounts paid
- $128,497
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $173,782
- Management and general (functional)
- $71,234
- Fundraising (functional)
- $607
Balance sheet and other
- Total assets, start of year
- $820,975
- Total assets, end of year
- $1,021,656
- Total liabilities, end of year
- $123,775
- Net assets, end of year
- $897,881
- Publicly traded securities
- $654,500
- Net assets without donor restrictions
- $473,661
- Net assets with donor restrictions
- $424,220
- Gross unrelated business income
- $24,361
- Gross receipts
- $380,585
- Employees
- 0
- Volunteers
- 56
- Year formed
- 1967
- State of legal domicile
- GA
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 |
|---|---|---|---|
| BILL SCHAEFER | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN ANDERSEN | TRUSTEE Trustee or director | 1 | $0 |
| DAVID KEELING | TRUSTEE Trustee or director | 1 | $0 |
| DONALD NORRIS | TRUSTEE Trustee or director | 1 | $0 |
| JON SALVANI | TRUSTEE Trustee or director | 1 | $0 |
| KATIE HARTMAN | TRUSTEE Trustee or director | 1 | $0 |
| KELSEA KIENE | TRUSTEE Trustee or director | 1 | $0 |
| LARRY BONDS | TRUSTEE Trustee or director | 1 | $0 |
| LEE MELANCON | TRUSTEE Trustee or director | 1 | $0 |
| MAGGIE BYRNE | TRUSTEE Trustee or director | 1 | $0 |
| MARK KHALIL | TRUSTEE Trustee or director | 1 | $0 |
| MATTHEW BUNKER | TRUSTEE Trustee or director | 1 | $0 |
| PHILIP MUSSON | TRUSTEE Trustee or director | 1 | $0 |
| RACHAEL BOWLING | TRUSTEE Trustee or director | 1 | $0 |
| ROBB CARLSON | TRUSTEE Trustee or director | 1 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE ROGERS | TRUSTEE Trustee or director | 1 | $0 |
| THOMAS NATE | TRUSTEE Trustee or director | 1 | $0 |
| TIMOTHY HYLAND | TRUSTEE Trustee or director | 1 | $0 |
| PATRICK LINDSAY | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| JOE ASHBEE | VICE CHAIRMAN/TREASURER Trustee or director, Officer | 1 | $0 |
| ROB BOOSTROM | SECRETARY/MKT PRESIDENT Trustee or director, Officer | 1 | $0 |
| CHRIS WOOTEN | PSE EXECUTIVE VICE PRESIDENT Trustee or director | 1 | $0 |
| RON POFF | PSE NATIONAL PRESIDENT Trustee or director | 1 | $0 |
| JOSH TAYLOR | PSE ALUMNI VICE PRESIDENT Trustee or director | 1 | $0 |
| JOAN ROGALA | PSE CEO Officer | 1 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID KEELING | TRUSTEE Trustee or director | 1 | $0 |
| JON SALVANI | TRUSTEE Trustee or director | 1 | $0 |
| DONALD NORRIS | TRUSTEE Trustee or director | 1 | $0 |
| THOMAS NATE | TRUSTEE Trustee or director | 1 | $0 |
| STEVE ROGERS | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN ANDERSEN | TRUSTEE Trustee or director | 1 | $0 |
| PHILIP MUSSON | TRUSTEE Trustee or director | 1 | $0 |
| MARK KHALIL | TRUSTEE Trustee or director | 1 | $0 |
| LEE MELANCON | TRUSTEE Trustee or director | 1 | $0 |
| LARRY BONDS | TRUSTEE Trustee or director | 1 | $0 |
| KATIE HARTMAN | TRUSTEE Trustee or director | 1 | $0 |
| TIMOTHY HYLAND | TRUSTEE Trustee or director | 1 | $0 |
| BILL SCHAEFER | TRUSTEE Trustee or director | 1 | $0 |
| ROBB CARLSON | TRUSTEE Trustee or director | 1 | $0 |
| JASON LYNCH | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| JOE ASHBEE | TREASURER Trustee or director, Officer | 1 | $0 |
| ROB BOOSTROM | SECRETARY Trustee or director, Officer | 1 | $0 |
| DARRELL BARTHOLOMEW | MKT PRESIDENT Trustee or director | 1 | $0 |
| KELSEA KIENE | PSE NATIONAL PRESIDENT Trustee or director | 1 | $0 |
| RON POFF | PSE EXECUTIVE VICE PRESIDE Trustee or director | 1 | $0 |
| CHRIS WOOTEN | PSE ALUMNI VICE PRESIDENT Trustee or director | 1 | $0 |
| JOAN ROGALA | PSE CEO Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID KEELING | TRUSTEE Trustee or director | 1 | $0 |
| JON SALVANI | TRUSTEE Trustee or director | 1 | $0 |
| DONALD NORRIS | TRUSTEE Trustee or director | 1 | $0 |
| THOMAS NATE | TRUSTEE Trustee or director | 1 | $0 |
| STEVE ROGERS | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN ANDERSEN | TRUSTEE Trustee or director | 1 | $0 |
| PHILIP MUSSON | TRUSTEE Trustee or director | 1 | $0 |
| MARK KHALIL | TRUSTEE Trustee or director | 1 | $0 |
| LEE MELANCON | TRUSTEE Trustee or director | 1 | $0 |
| LARRY BONDS | TRUSTEE Trustee or director | 1 | $0 |
| KATIE HARTMAN | TRUSTEE Trustee or director | 1 | $0 |
| TIMOTHY HYLAND | TRUSTEE Trustee or director | 1 | $0 |
| BILL SCHAEFER | TRUSTEE Trustee or director | 1 | $0 |
| ROBB CARLSON | TRUSTEE Trustee or director | 1 | $0 |
| JASON LYNCH | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| JOE ASHBEE | TREASURER Trustee or director, Officer | 1 | $0 |
| ROB BOOSTROM | SECRETARY Trustee or director, Officer | 1 | $0 |
| DARRELL BARTHOLOMEW | MKT PRESIDENT Trustee or director | 1 | $0 |
| KELSEA KIENE | PSE NATIONAL PRESIDENT Trustee or director | 1 | $0 |
| RON POFF | PSE EXECUTIVE VICE PRESIDE Trustee or director | 1 | $0 |
| CHRIS WOOTEN | PSE ALUMNI VICE PRESIDENT Trustee or director | 1 | $0 |
| JOAN ROGALA | PSE CEO Trustee or director | 1 | $0 |
990 for the year ended June 30, 2022: 23 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID KEELING | TRUSTEE Trustee or director | 1 | $0 |
| MARGARET BYRNE | TRUSTEE Trustee or director | 1 | $0 |
| DONALD NORRIS | TRUSTEE Trustee or director | 1 | $0 |
| THOMAS NATE | TRUSTEE Trustee or director | 1 | $0 |
| STEVE ROGERS | TRUSTEE Trustee or director | 1 | $0 |
| RACHAEL BOWLING | TRUSTEE Trustee or director | 1 | $0 |
| PHILIP MUSSON | TRUSTEE Trustee or director | 1 | $0 |
| MARK KHALIL | TRUSTEE Trustee or director | 1 | $0 |
| LEE MELANCON | TRUSTEE Trustee or director | 1 | $0 |
| LARRY BONDS | TRUSTEE Trustee or director | 1 | $0 |
| KATIE HARTMAN | TRUSTEE Trustee or director | 1 | $0 |
| JASON LYNCH | TRUSTEE Trustee or director | 1 | $0 |
| TIMOTHY HYLAND | TRUSTEE Trustee or director | 1 | $0 |
| BILL SCHAEFER | TRUSTEE Trustee or director | 1 | $0 |
| JON SALVANI | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| ROBB CARLSON | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| JOE ASHBEE | TREASURER Trustee or director, Officer | 1 | $0 |
| ROB BOOSTROM | SECRETARY Trustee or director, Officer | 1 | $0 |
| DARRELL BARTHOLOMEW | MKT PRESIDENT Trustee or director | 1 | $0 |
| BRIAN ANDERSEN | PSE NATIONAL PRESIDENT Trustee or director | 1 | $0 |
| KELSEA KIENE | PSE EXECUTIVE VICE PRESIDENT Trustee or director | 1 | $0 |
| ALISSA KOLCZYNSKI | PSE ALUMNI VICE PRESIDENT Trustee or director | 1 | $0 |
| JOAN ROGALA | PSE CEO Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4811 S 76TH STREET, GREENFIELD, WI 53220-4364
- Principal officer (990 for 2024)
- JOAN ROGALA, 4811 S 76TH STREET, GREENFIELD, WI 532204350
- Signed the 990
- JOAN ROGALA, CHIEF EXECUTIVE OFFICER
- Phone
- (414) 328-1952
- Website
- WWW.PSE.ORG/FOUNDATION
- Return prepared by
- RASMUSSEN TELLER & CARON PC
Mission
THE MISSION OF PI SIGMA EPSILON NATIONAL EDUCATIONAL FOUNDATION, INC. IS TO ALLOW INDIVIDUALS AND ORGANIZATIONS THE OPPORTUNITY TO SUPPORT THE FOSTERING OF SALES AND MARKETING EDUCATION AND ENCOURAGE HIGH SCHOLASTIC ACHIEVEMENT IN THOSE FIELDS.
Program accomplishments
- ADVANCEMENT OF SALES AND MARKETING - PI SIGMA EPSILON NATIONAL EDUCATIONAL FOUNDATION (PSENEF) HOLDS THE NATIONAL CONVENTION WHICH PROVIDES A COMPETITION FOR SCHOLARSHIPS AND ENHANCES PUBLIC AWARENESS OF THE POSITIVE ATTRIBUTES OF THE MARKETING PROFESSION. THE NATIONAL CONVENTION PROVIDES A CAREER FAIR OF 25 NATIONAL COMPANIES, SALES FACULTY EXCHANGING SCHOLASTIC PAPERS, AND THE PEDAGOGY OF TEACHING SALES. PSENEF ALSO HOLDS THE NATIONAL CONFERENCE IN SALES MANAGEMENT SALES. PSENEF (NCSM) WHICH IS A FACULTY CONFERENCE THAT OCCURS ONCE A YEAR.PSENEF ALSO OWNS, MU KAPPA TAU, A NATIONAL MARKETING HONOR SOCIETY, A SECTION 501(C)(3) ORGANIZATION. OTHER PROGRAMS AID MEMBERS AND CHAPTER CONSULTANTS OF PI SIGMA EPSILON THROUGH SCHOLARSHIPS, GRANTS AND AWARDS.Expenses $173,782 · grants $128,497 · revenue $32,885
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
- 39-1650560
- 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
- 1989
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,021,656
- Income (IRS master file)
- $380,585
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $380,585 | $245,623 | $1,021,656 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $253,622 | $176,236 | $820,975 | IRS |
| 990 | June 2023 | $198,234 | $177,972 | $690,665 | XML |
| 990 | June 2022 | $189,575 | $147,622 | $625,492 | XML |
| 990 | June 2021 | $319,697 | $290,960 | $765,857 | 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 39-1650560).
Questions about PI SIGMA EPSILON NATIONAL EDUCATION FOUNDATION
- What is the EIN of PI SIGMA EPSILON NATIONAL EDUCATION FOUNDATION?
- The employer identification number (EIN) of PI SIGMA EPSILON NATIONAL EDUCATION FOUNDATION is 39-1650560.
- Is PI SIGMA EPSILON NATIONAL EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to PI SIGMA EPSILON NATIONAL EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PI SIGMA EPSILON NATIONAL EDUCATION 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 PI SIGMA EPSILON NATIONAL EDUCATION FOUNDATION 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 PI SIGMA EPSILON NATIONAL EDUCATION FOUNDATION 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 PI SIGMA EPSILON NATIONAL EDUCATION FOUNDATION?
- The 990 for the year ended June 30, 2025 names JOAN ROGALA.
- Who are the officers and directors of PI SIGMA EPSILON NATIONAL EDUCATION FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 25 people; 0 received compensation from the organization.
- How much revenue does PI SIGMA EPSILON NATIONAL EDUCATION FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $380,585, expenses of $245,623 and total assets of $1,021,656 at year end.
Other nonprofits in GREENFIELD
- CLEMENT MANOR INC EIN 39-1020547 · last filed 990 for 2024
- BROADSCOPE DISABILITY SERVICES INC EIN 39-1143353 · last filed 990 for 2025
- MILWAUKEE ELECTRICAL JOINT APPRENTICESHIP AND TRAINING PLAN EIN 39-1027476 · last filed 990 for 2025
- ROS FOUNDATION EIN 39-1948463 · last filed 990-PF for 2024
- MARY BRADLEY CORPORATION EIN 36-2181940 · last filed 990 for 2024
- MILWAUKEE MUSLIM WOMENS COALITION INC EIN 27-2805324 · last filed 990 for 2025
- SOUTH WEST AQUATIC TEAM EIN 39-1237451 · last filed 990 for 2025
- HOUSE OF WISDOM INC EIN 26-3750259 · last filed 990 for 2025