Nonprofit · EIN 54-6053821
SIGMA PHI EPSILON EDUCATIONAL FOUNDATION
Tax-exempt · RICHMOND, VA 23220
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 (amended) | $9,212,112 | $6,160,460 | $3,051,652 | $56,682,775 | $329,342 | $56,353,433 |
| June 30, 2024 | 990 | $4,893,173 | $6,186,908 | -$1,293,735 | $48,071,697 | $597,264 | $47,474,433 |
| June 30, 2023 | 990 | $4,762,895 | $5,880,837 | -$1,117,942 | $44,674,912 | $242,404 | $44,432,508 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $8,660,089
- Program service revenue
- $0
- Investment income
- $334,202
- Net gain from sales of assets
- -$3,997
- Other revenue
- $217,821
Expenses
- Grants and similar amounts paid
- $4,484,761
- Other salaries and wages
- $631,068
- Salaries, compensation and benefits (total)
- $631,068
- Professional fundraising fees
- $0
- Legal fees
- $35,706
- Accounting fees
- $34,050
- Travel
- $35,634
- Depreciation
- $39,205
- Program services (functional)
- $4,484,761
- Management and general (functional)
- $756,323
- Fundraising (functional)
- $919,376
Balance sheet and other
- Total assets, start of year
- $48,071,697
- Total assets, end of year
- $56,682,775
- Total liabilities, end of year
- $329,342
- Net assets, end of year
- $56,353,433
- Land, buildings and equipment
- $706,795
- Publicly traded securities
- $49,180,232
- Net assets without donor restrictions
- $3,097,590
- Net assets with donor restrictions
- $53,255,843
- Gross receipts
- $9,216,109
- Employees
- 0
- Volunteers
- 10
- Year formed
- 1943
- 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 |
|---|---|---|---|
| CHARLES AMATO | TRUSTEE Trustee or director | 1 | $0 |
| CHRISTOPHER BITTMAN | TRUSTEE Trustee or director | 1 | $0 |
| MATT ENGELHARDT | TRUSTEE Trustee or director | 1 | $0 |
| GARRY C KIEF | TRUSTEE Trustee or director | 1 | $0 |
| BILL MCCAUSLAND | TRUSTEE Trustee or director | 1 | $0 |
| DR PERRY MOULDS | TRUSTEE Trustee or director | 1 | $0 |
| MATT PARRISH | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL WATFORD | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD W BENNETT III | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MATTHIEU DUNCAN | TREASURER Trustee or director, Officer | 1 | $0 |
| DR GRANT BUTTRAM | SECRETARY Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER BITTMAN | TRUSTEE Trustee or director | 1 | $0 |
| GARRY C KIEF | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL WATFORD | TRUSTEE Trustee or director | 1 | $0 |
| MATT ENGELHARDT | TRUSTEE Trustee or director | 1 | $0 |
| DE PERRY MOULDS | TRUSTEE Trustee or director | 1 | $0 |
| BILL MCCAUSLAND | TRUSTEE Trustee or director | 1 | $0 |
| CHARLIE AMATO | TRUSTEE Trustee or director | 1 | $0 |
| MATT PARRISH | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD W BENNETT III | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MATTHIEU DUNCAN | TREASURER Trustee or director, Officer | 1 | $0 |
| GRANT BUTTRAM | SECRETARY Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM ALLARDYCE | TRUSTEE Trustee or director | 1 | $0 |
| CHRISTOPHER BITTMAN | TRUSTEE Trustee or director | 1 | $0 |
| MATT ENGELHARDT | TRUSTEE Trustee or director | 1 | $0 |
| GARRY C KIEF | TRUSTEE Trustee or director | 1 | $0 |
| BILL MCCAUSLAND | TRUSTEE Trustee or director | 1 | $0 |
| DR PERRY MOULDS | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL WATFORD | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD W BENNETT III | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MATTHIEU DUNCAN | TREASURER Trustee or director, Officer | 1 | $0 |
| GRANT BUTTRAM | SECRETARY Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 310 S ARTHUR ASHE BLVD, RICHMOND, VA 23220-5706
- In care of
- %
- Mailing address (990-N for 2018)
- 1 JOHN CARROLL BLVD, UNIVERSITY HEIGHTS OH 44118
- Principal officer (990 for 2024)
- EDWARD H HAMMOND PHD, 310 S ARTHUR ASHE BOULEVARD, RICHMOND, VA 23220
- Principal officer (990-N for 2018)
- Nicholas Hardner, 316 Anderson Drive, Erie PA 16509
- Signed the 990
- BRIAN WARREN, CHIEF EXECUTIVE OFFICER
- Phone
- (804) 353-1901
- Website
- WWW.SIGEP.ORG/FOUNDATION
- Return prepared by
- KEITER STEPHENS HURST GARY & SHREAVES
Mission
TO STIMULATE INTELLECTUAL ACHIEVEMENT, PROMOTE MORALITY AND CITIZENSHIP AND ENCOURAGE PHYSICAL AND SOCIAL DEVELOPMENT AT CHAPTERS OF SIGMA PHI EPSILON FRATERNITY.
Program accomplishments
- TO ADVANCE THE MISSION OF SIGMA PHI EPSILON FRATERNITY OF "BUILDING BALANCED MEN" BY PROVIDING GRANTS TO SIG EP LEAD FUND TO FUND THE FOLLOWING PROGRAMS:PROGRAMS AND EVENT STAFFINGCARLSON LEADERSHIP ACADEMIES: FOR BROTHERS WHO HAVE SHOWN A DESIRE TO LEAD THEIR CHAPTER, CARLSON OFFERS TRAINING IN LEADERSHIP TECHNIQUES, PROBLEM-SOLVING AS A TEAM, GOAL-SETTING AND EXECUTION. THE ACADEMY IS FACILITATED BY ALUMNI WITH YEARS OF SIGEP INVOLVEMEN AND SENIOR LEADERSHIP EXPERIENCE. CHAPTER LEADERS LEAVE WITH INCREASED KNOWLEDGE AND CONFIDENCE IN THEIR ABILITY TO CREATE A POSITIVE ENVIRONMENT FOR THEIR BROTHERS TO GROW.RUCK LEADERSHIP INSTITUTE: AN INTENSE 5-DAY EVENT FOR THE FRATERNITY'S TOP RISING LEADERS. CURRICULUM IS BASED ON THE LEADERSHIP CHALLENGE AND FOCUSES ON TEACHING THE FEW TO IMPACT THE MANY THAT WILL FOLLOW THEM.TRAGOS QUEST TO GREECE SCHOLARS: TRAGOS QUEST TO GREECE: AN INTERNATIONAL EXPERIENCE TO DISCOVER THE BIRTHPLACE OF WESTERN CIVILIZATION AND SOUND MIND AND BODY.LIFE AFTER COLLEGE: LIFE AFTER COLLEGE ENGAGES INDUSTRY-LEADING PROFESSIONALS TO PREPARE UNDERGRADUATES FOR THEIR FUTURE CAREERS. GOING BEYOND A TYPICAL CAMPUS CAREER CENTER, BROTHERS RECEIVE CRUCIAL SKILLS TRAINING AND AN UNDERSTANDING OF HOW TO TRANSLATE THEIR SIGEP INVOLVEMENT TO THE PROFESSIONAL WORLD. ATTENDESS RECEIVE ONE-ON-ONE CAREER COACHING AS WELL AS EDUCATION ON TOPICS LIKE FINANIAL RESPONSIBILITY, INTERVIEW SKILLS, RESUME BUILDING AND PERSONAL GOALS.Expenses $1,764,594 · grants $1,764,594
- CHAPTER RESTRICTED & ENDOWED SCHOLARSHIPS - SCHOLARSHIP AWARDS FOR TUITION, BOOKS AND ROOM AND BOARD TO STUDENTS AT CAMPUSES NATIONWIDE, BASED ON ACADEMIC ACHIEVEMENT, CHAPTER LEADERSHIP, CAMPUS AND COMMUNITY SERVICE, AND FINANCIAL NEED. SCHOLARSHIP AWARDS MADE FROM ENDOWMENTS ESTABLISHED FOR A SPECIFIC PURPOSE ARE MADE TO STUDENTS NATIONWIDE FOR TUITION, BOOKS AND ROOM AND BOARD AWARDS.Expenses $851,809 · grants $851,809
- RESIDENTIAL LEARNING COMMUNITY GRANTS - GRANTS MADE FOR CHAPTER HOUSING THAT EXPANDS FACULTY CONNECTION AND IMPLEMENTS NEW INITIATIVES TO CREATE A LEARNING ENVIRONMENT WHERE STUDENTS ARE SURROUNDED BY RESPONSIBLE PEERS AND UNIVERSITY FACULTY WHO ARE COMMITTED TO HELPING THEM SUCCEED INSIDE AND OUTSIDE THE CLASSROOM.Expenses $1,868,358 · grants $1,868,358
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
- 54-6053821
- 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
- 1962
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B820)
- Assets (IRS master file)
- $56,682,775
- Income (IRS master file)
- $9,216,109
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $9,212,112 | $6,160,460 | $56,682,775 | IRS |
| 990 | June 2024 | $4,893,173 | $6,186,908 | $48,071,697 | IRS |
| 990 | June 2023 | $4,762,895 | $5,880,837 | $44,674,912 | XML |
| 990 | June 2022 | $18,880,897 | $2,446,678 | $43,580,901 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: Nicholas Hardner | June 30, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
| 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 54-6053821).
Questions about SIGMA PHI EPSILON EDUCATIONAL FOUNDATION
- What is the EIN of SIGMA PHI EPSILON EDUCATIONAL FOUNDATION?
- The employer identification number (EIN) of SIGMA PHI EPSILON EDUCATIONAL FOUNDATION is 54-6053821.
- Is SIGMA PHI EPSILON EDUCATIONAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
- Are donations to SIGMA PHI EPSILON EDUCATIONAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SIGMA PHI EPSILON EDUCATIONAL 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 SIGMA PHI EPSILON EDUCATIONAL 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 SIGMA PHI EPSILON EDUCATIONAL 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 SIGMA PHI EPSILON EDUCATIONAL FOUNDATION?
- The 990 for the year ended June 30, 2025 names EDWARD H HAMMOND PHD.
- Who are the officers and directors of SIGMA PHI EPSILON EDUCATIONAL FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does SIGMA PHI EPSILON EDUCATIONAL FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $9,212,112, expenses of $6,160,460 and total assets of $56,682,775 at year end.
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