Nonprofit · EIN 39-1702094
BRADLEY-SIGMA PHI HISTORICAL LANDMARK PRESERVATION FUND INC
Tax-exempt · MADISON, WI 53705
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $513,002 | $77,000 | $436,002 | $527,096 | $0 | $527,096 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $498,283
- Program service revenue
- $0
- Investment income
- $14,719
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $600
- Program services (functional)
- $73,404
- Management and general (functional)
- $3,596
Balance sheet and other
- Total assets, start of year
- $90,527
- Total assets, end of year
- $527,096
- Total liabilities, end of year
- $0
- Net assets, end of year
- $527,096
- Net assets without donor restrictions
- $527,096
- Gross receipts
- $513,002
- Employees
- 0
- Volunteers
- 8
- Year formed
- 1991
- State of legal domicile
- WI
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REX L JONES | PRESIDENT Trustee or director, Officer | 2 | $0 |
| SAMUEL L MOORE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| PATRICK R POLLOCK | SECRETARY Trustee or director, Officer | 1 | $0 |
| GEORGE L KETTERER | TREASURER Trustee or director, Officer | 1 | $0 |
| THOMAS D ZILAVY | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM D MILLS | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT F TAYLOR | DIRECTOR Trustee or director | 1 | $0 |
| MARSHALL C SOLEM | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5146, MADISON, WI 53705-0146
- Mailing address (990-N for 2023)
- PO Box 5146, Madison WI 53705
- Principal officer (990 for 2024)
- REX L JONES, PO BOX 5146, MADISON, WI 53705
- Principal officer (990-N for 2023)
- Rex L Jones, PO Box 5146, Madison WI 53705
- Signed the 990
- REX L JONES, PRESIDENT
- Phone
- (608) 338-8585
- Website
- www.sigmaphi.org/bsp-wisc
- Return prepared by
- WEGNER CPAS LLP
Mission
PROMOTE AN APPRECIATION OF HISTORY, SPECIFICALLY THROUGH THE RESTORATION, MAINTENANCE, REPAIR, AND PRESERVATION OF THE LOUIS SULLIVAN DESIGNED NATIONAL LANDMARK HOME LOCATED AT 106 N. PROSPECT AVE, MADISON, WI 53705.
Program accomplishments
- ESTABLISHED IN 1991 THIS 501(C)(3) CHARITABLE FUND HAS BEEN ESTABLISHED TO RAISE MONEY TO PRESERVE THE NATIONAL HISTORIC LANDMARK KNOWN AS THE BRADLEY-SIGMA PHI HOUSE. DONATIONS AND BEQUESTS TO THE FUND BY SIGMA PHI BROTHERS AND THE PUBLIC ARE USED FOR THINGS LIKE RESTORATION AND PRESERVATION OF THE EXTERIOR BUILDING ENVELOPE AND DECORATIVE ELEMENTS, PRESERVATION OF INTERIOR WOODWORK AND DECORATIVE FIXTURES, FIRE SUPPRESSION SYSTEM MAINTENANCE, BOILER REPAIRS, ETC.DURING 2024, THE FOLLOWING PRESERVATION PROJECTS WERE COMPLETED OR INITIATED: RESTORATION OF TWO SECOND-FLOOR BATHROOMS, COMMENCEMENT OF AN EXTERIOR WOOD STRIPPING AND STAINING PROJECT, AND TUCK-POINTING OF A SECTION OF EXTERIOR BRICK. IN ADDITION, EARLY CONCEPT RENDERINGS AND PLANS ARE IN PROCESS FOR A FUTURE KITCHEN REMODEL TO CONTINUE THE LONG-TERM RESTORATION EFFORTS.Expenses $73,404
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-N on file |
IRS record
- EIN
- 39-1702094
- 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
- 1991
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C99Z)
- Assets (IRS master file)
- $527,096
- Income (IRS master file)
- $513,002
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $513,002 | $77,000 | $527,096 | XML |
| 990-N for 2023 Officer: Rex L Jones | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2022 Officer: Rex L Jones | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Rex L Jones | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Rex L Jones | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2018 Officer: Rex L Jones | December 31, 2018 | ≤ $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 39-1702094).
Questions about BRADLEY-SIGMA PHI HISTORICAL LANDMARK PRESERVATION FUND INC
- What is the EIN of BRADLEY-SIGMA PHI HISTORICAL LANDMARK PRESERVATION FUND INC?
- The employer identification number (EIN) of BRADLEY-SIGMA PHI HISTORICAL LANDMARK PRESERVATION FUND INC is 39-1702094.
- Is BRADLEY-SIGMA PHI HISTORICAL LANDMARK PRESERVATION FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to BRADLEY-SIGMA PHI HISTORICAL LANDMARK PRESERVATION FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BRADLEY-SIGMA PHI HISTORICAL LANDMARK PRESERVATION FUND 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 BRADLEY-SIGMA PHI HISTORICAL LANDMARK PRESERVATION FUND INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BRADLEY-SIGMA PHI HISTORICAL LANDMARK PRESERVATION FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BRADLEY-SIGMA PHI HISTORICAL LANDMARK PRESERVATION FUND INC?
- The 990 for the year ended December 31, 2024 names REX L JONES.
- Who are the officers and directors of BRADLEY-SIGMA PHI HISTORICAL LANDMARK PRESERVATION FUND INC?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does BRADLEY-SIGMA PHI HISTORICAL LANDMARK PRESERVATION FUND INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $513,002, expenses of $77,000 and total assets of $527,096 at year end.
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