Nonprofit · EIN 54-6035735
SIGMA NU EDUCATIONAL FOUNDATION INC
Tax-exempt · LEXINGTON, VA 24450
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,557,359 | $4,600,236 | $2,957,123 | $28,005,288 | $1,354,434 | $26,650,854 |
| June 30, 2024 | 990 | $8,253,788 | $3,626,561 | $4,627,227 | $25,767,337 | $2,303,925 | $23,463,412 |
| June 30, 2023 | 990 | $4,682,178 | $3,031,963 | $1,650,215 | $19,510,552 | $1,410,702 | $18,099,850 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,156,103
- Program service revenue
- $325,220
- Investment income
- $1,065,343
- Net gain from sales of assets
- $511,950
- Other revenue
- $10,693
Expenses
- Grants and similar amounts paid
- $2,670,339
- Other salaries and wages
- $653,979
- Salaries, compensation and benefits (total)
- $759,927
- Professional fundraising fees
- $0
- Legal fees
- $23,117
- Accounting fees
- $24,800
- Occupancy
- $88,097
- Travel
- $96,396
- Depreciation
- $236,313
- Program services (functional)
- $3,314,742
- Management and general (functional)
- $780,218
- Fundraising (functional)
- $505,276
Balance sheet and other
- Total assets, start of year
- $25,767,337
- Total assets, end of year
- $28,005,288
- Total liabilities, end of year
- $1,354,434
- Net assets, end of year
- $26,650,854
- Land, buildings and equipment
- $4,865,816
- Net assets without donor restrictions
- $6,952,026
- Net assets with donor restrictions
- $19,698,828
- Gross receipts
- $11,681,639
- Employees
- 0
- Volunteers
- 60
- Year formed
- 1946
- State of legal domicile
- VA
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RICHARD B BEACHAM | PRESIDENT Officer | 10 | $0 | $384,197 | $7,056 |
| NICHOLAS L MURPHY | CHIEF FINANCIAL OFFICER Officer | 25 | $0 | $205,876 | $1,248 |
| JAMES A OWENS | CHIEF ADVANCEMENT OFFICER Key employee | 50 | $0 | $166,817 | $6,885 |
| ROBERT J LALANNE | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 | $0 |
| JOE B FRANCIS | CHARIMAN-ELECT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| JONATHAN D SPRENGER | TREASURER Trustee or director, Officer | 5 | $0 | $0 | $0 |
| DUANE H DREGER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| WILLIAM B GEDDY | AT-LARGER MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOHN A HEARN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CONNOR J GANLY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MAURY D GASTON | REGENT (EX-OFFICIO) Trustee or director | 1 | $0 | $0 | $0 |
| W CARTER HUTCHINS JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN E RATTERMAN SR | REGENT-ELECT (EX-OFFICIO) Trustee or director | 1 | $0 | $0 | $0 |
| JASON M LYONS | GRAND TREASURER (EX-OFFICI Trustee or director | 1 | $0 | $0 | $0 |
| RAAIF I MAJEED | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RYAN H BELL | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RICHARD B BEACHAM | PRESIDENT Officer | 10 | $0 | $381,250 | $6,667 |
| NICHOLAS L MURPHY | CHIEF FINANCIAL OFFICER Officer | 25 | $0 | $200,218 | $1,240 |
| ROBERT J LALANNE | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 | $0 |
| JOE B FRANCIS | CHARIMAN-ELECT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| JONATHAN D SPRENGER | TREASURER Trustee or director, Officer | 5 | $0 | $0 | $0 |
| CLYDE E YELVERTON | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| WILLIAM B GEDDY | AT-LARGER MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOHN A HEARN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CONNOR J GANLY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MAURY D GASTON | REGENT (EX-OFFICIO) Trustee or director | 1 | $0 | $0 | $0 |
| W CARTER HUTCHINS JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN E RATTERMAN SR | REGENT-ELECT (EX-OFFICIO) Trustee or director | 1 | $0 | $0 | $0 |
| JASON LYONS | GRAND TREASURER (EX-OFFICI Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RICHARD B BEACHAM | PRESIDENT Officer | 15 | $0 | $365,089 | $11,992 |
| DAVID M MAINELLA | CHIEF DEVELOPMENT OFFICER Key employee | 50 | $0 | $189,630 | $11,931 |
| NICHOLAS L MURPHY | CHIEF FINANCIAL OFFICER Officer | 25 | $0 | $193,502 | $1,693 |
| TODD E ELIASON | CHAIRMAN Trustee or director | 5 | $0 | $0 | $0 |
| ROBERT J LALANNE | CHARIMAN-ELECT Trustee or director | 5 | $0 | $0 | $0 |
| JONATHAN D SPRENGER | TREASURER Trustee or director | 5 | $0 | $0 | $0 |
| JOE B FRANCIS | SECRETARY Trustee or director | 2 | $0 | $0 | $0 |
| JAMES R MOUNIER | AT-LARGER MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GEORGE C TAYLOR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RODOLFO O GARCIA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CONNOR J GANLY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM B GEDDY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CLYDE E YELVERTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TIMOTHY C HUFFMYER | REGENT (EX-OFFICIO) Trustee or director | 1 | $0 | $0 | $0 |
| MAURY D GASTON | REGENT-ELECT (EX-OFFICIO) Trustee or director | 1 | $0 | $0 | $0 |
| ALBERT W WURSTER | GRAND TREASURER (EX-OFFICI Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1869, LEXINGTON, VA 24450-0305
- Principal officer (990 for 2024)
- NICHOLAS L MURPHY, PO BOX 1869, LEXINGTON, VA 24450
- Signed the 990
- NICHOLAS L MURPHY, CHIEF FINANCIAL OFFICER
- Phone
- (540) 463-1869
- Website
- WWW.SIGMANUFOUNDATION.ORG
- Return prepared by
- BROWN EDWARDS & COMPANY LLP
Mission
THE SIGMA NU EDUCATIONAL FOUNDATION SECURES AND PROVIDES ENDURING RESOURCES TO SUPPORT THE EDUCATIONAL AND CHARITABLE INITIATIVES OF SIGMA NU FRATERNITY.
Program accomplishments
- GRANTS AND EDUCATIONAL ASSISTANCE TO CHAPTERS AND HOUSING ENTITIES:PROVIDES GRANTS TO SUPPORT THE EDUCATIONAL PROGRAMS OF INDIVIDUAL CHAPTERS AND HOUSING ENTITIES OF SIGMA NU, FRATERNITY, INC. THESE PROGRAMS INCLUDE THE IMPLEMENTATION OF HTE LEAD PROGRAM, QUALIFIED EDUCATIONAL EXPENDITURES FOR HOUSING, AND OTHER EDUCATIONAL PROGRAMS OF THE CHAPTER.Expenses $2,617,373 · grants $2,598,264
- PROVIDES FOR THE CARE AND MAINTENANCE OF THE SIGMA NU HEADQUARTERS SHRINE LOCATED IN LEXINGTON, VIRGINIA.Expenses $587,076
- SCHOLARSHIPS AND EDUCATIONAL ASSISTANCE TO COLLEGIATE MEMBERS:SUPPORTS THE EDUCATIONAL PURSUITS OF INDIVIDUAL MEMBERS OF SIGMA NU FRATERNITY, INC. THROUGH SCHOLARSHIPS, FELLOWSHIPS, AND OTHER FINANCIAL ASSISTANCE FOR THE OBTAINMENT OF EDUCATIONAL AND LEADERSHIP ACTIVITIES.Expenses $89,834 · grants $70,725
- GRANTS AND EDUCATIONAL ASSISTANCE TO SIGMA NU FRATERNITY, INC.PROVIDES GRANTS TO SUPPORT THE VARIOUS CHAPTER EDUCATIONAL PROGRAMSINCLUDING THE LEAD PROGRAM. THE LEAD PROGRAM, (WHICH IS AN ACRONYM FORLEADERSHIP, ETHICS, ACHIEVEMENT, AND DEVELOPMENT), IS A MULTI-PHASELEADERSHIP DEVELOPMENT PROGRAM DESIGNED TO BUILD ETHICAL LEADERS ANDDEVELOP THE HEART, MIND, AND CHARACTER OF ITS MEMBERS.Expenses $20,459 · grants $1,350
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
- 54-6035735
- 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
- 1951
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B83I)
- Assets (IRS master file)
- $28,005,288
- Income (IRS master file)
- $11,681,639
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,557,359 | $4,600,236 | $28,005,288 | IRS |
| 990 | June 2024 | $8,253,788 | $3,626,561 | $25,767,337 | IRS |
| 990 | June 2023 | $4,682,178 | $3,031,963 | $19,510,552 | XML |
| 990 | June 2022 | $3,269,902 | $2,591,928 | $16,336,888 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 54-6035735).
Questions about SIGMA NU EDUCATIONAL FOUNDATION INC
- What is the EIN of SIGMA NU EDUCATIONAL FOUNDATION INC?
- The employer identification number (EIN) of SIGMA NU EDUCATIONAL FOUNDATION INC is 54-6035735.
- Is SIGMA NU EDUCATIONAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
- Are donations to SIGMA NU EDUCATIONAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SIGMA NU EDUCATIONAL 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 NU EDUCATIONAL 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 NU EDUCATIONAL 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 NU EDUCATIONAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names NICHOLAS L MURPHY.
- Who are the officers and directors of SIGMA NU EDUCATIONAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does SIGMA NU EDUCATIONAL FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,557,359, expenses of $4,600,236 and total assets of $28,005,288 at year end.
Other nonprofits in LEXINGTON
- WASHINGTON & LEE UNIVERSITY EIN 54-0505977 · last filed 990 for 2025
- VMI FOUNDATION EIN 54-0505966 · last filed 990 for 2025
- V M I KEYDET CLUB EIN 52-1300039 · last filed 990 for 2025
- VMI ALUMNI AGENCIES BOARD INC EIN 54-1429093 · last filed 990 for 2025
- KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION EIN 75-1783690 · last filed 990 for 2025
- OMICRON DELTA KAPPA SOCIETY AND EDUCATIONAL FOUNDATION INC EIN 61-1216165 · last filed 990 for 2025
- COLLEGE ORIENTATION WORKSHOP INC EIN 52-2134317 · last filed 990 for 2024
- MONTESSORI CENTER FOR CHILDREN INC EIN 54-1628875 · last filed 990 for 2025