Sigma Alpha Epsilon Fraternity: FY2021 Nonprofit Profile & Form 990 (EIN 14-1343303)

Revenue by fiscal year
FY2020	$220K
FY2021	$71K
FY2022	$225K
FY2023	$262K
FY2024	$67K
FY2025	$152K

Expenses by fiscal year
FY2020	$212K
FY2021	$89K
FY2022	$193K
FY2023	$284K
FY2024	$78K
FY2025	$161K

Net assets by fiscal year
FY2020	$46K
FY2021	$28K
FY2022	$60K
FY2023	$38K
FY2024	$27K
FY2025	$19K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1968.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII

Liam Tracey

President

$0Pt VII · Sec A

Max Kestenbaum

Treasurer

$0Pt VII · Sec A

Thomas Ranney

Steward

$0Pt VII · Sec A

Anthony McGrann

House Manager

$0Pt VII · Sec A

Austin Borina

Rush Chairman

$0Pt VII · Sec A

Steve Wood

Alumnus Chapter Advisor

$0Pt VII · Sec A

Jonathan Witter

House Corporation Secretary, Alumnus Advisor

$0Pt VII · Sec A

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Promotes friendship, scholarship, and service for college members.

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Provided by the organization

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3 programs · $79K · in their own filed words · FY2020

01

Part Ix, Line 16

The occupancy expense includes costs associated with providing student housing for the members living in the chapter house and maintenance of the facility for general use of the entire fraternity membership

$52Kprogram expense

02

Part Ix, Line 24a

the kitchen operations expense includes costs associated with providing food for the members living in the chapter house and for some general service to the entire dues paying fraternity membership

$16Kprogram expense

03

Part Ix, Line 24b

the chapter operations expense includes costs associated with providing the general program services associated with running the undergraduate fraternity chapter, including rush/recruitment, social, local and national dues, and other derived benefits

$12Kprogram expense

By the numbers

The FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$71K

Ln 12

Fees for servicesLn 2g$70K

Gifts and grantsLn 1h$1K

Investment incomeLn 3$2

Money outPt IX

$89K

Ln 25

Owns and owesPt X

$28K

net assets · Ln 32

Cash and savingsLn 1–2$28K

Total assetsLn 16$28K

LiabilitiesLn 26$0

PeoplePt VI, VII

7

listed · VII A

PaidVII A0

Voting boardVI 1a9

IndependentVI 1b0

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$1K

Government grantsLn 1e$0

Noncash giftsLn 1g$0

Fundraising eventsLn 1c$0

Fees for servicesLn 2g$70K

Investment incomeLn 3$2

Total revenueLn 12$71K

Assets in detailPt X, end of year

CashLn 1$20K

SavingsLn 2$8K

Cash and savings togetherLn 1–2$28K

InvestmentsLn 11–13$0

Other assetsLn 15$0

Total assetsLn 16$28K

LiabilitiesLn 26$0

Net assetsLn 32$28K

OperationsPt I, VI

EmployeesI 50

VolunteersI 638

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$46K	$28K
InvestmentsLn 11–13	$0	$0
Total assetsLn 16	$46K	$28K
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$46K	$28K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$0
Grants to domestic individualsLn 2	$0
Grants and assistance to foreign recipientsLn 3	$0
Benefits paid to or for membersLn 4	$0
Pay of current officers, directors and key staffLn 5	$0
Pay of disqualified personsLn 6	$0
Other salaries and wagesLn 7	$0
Pension plan contributionsLn 8	$0
Other employee benefitsLn 9	$0
Payroll taxesLn 10	$0
Management feesLn 11a	$0
Legal feesLn 11b	$0
Accounting feesLn 11c	$0
Lobbying feesLn 11d	$0
Professional fundraising feesLn 11e	$0
Investment management feesLn 11f	$0
Other fees for servicesLn 11g	$0
Advertising and promotionLn 12	$0
Office expensesLn 13	$3K
Information technologyLn 14	$765
RoyaltiesLn 15	$0
OccupancyLn 16	$52K
TravelLn 17	$0
Travel and entertainment for public officialsLn 18	$0
Conferences, conventions and meetingsLn 19	$850
InterestLn 20	$0
Payments to affiliatesLn 21	$0
Depreciation, depletion and amortizationLn 22	$0
InsuranceLn 23	$6K
Other expenses (24a–d)Ln 24	$27K
Total functional expensesLn 25	$89K	$0	$0	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$152K	$161K	−$8K	$19K	990 PDF
FY2024	$67K	$78K	−$11K	$27K	990 PDF
FY2023	$262K	$284K	−$22K	$38K	990 PDF
FY2022	$225K	$193K	$32K	$60K	990 PDF
FY2021 Viewing	$71K	$89K	−$18K	$28K	990 PDF
FY2020	$220K	$212K	$9K	$46K	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2021 990 (6 parts)

Part I · Summary $71,229 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$1,000

I-9 Program service revenuePrior year $220,412$70,227

I-10 Investment incomePrior year $2$2

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $220,414$71,229

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $211,892$89,213

I-18 Total expensesPrior year $211,892$89,213

I-19 Revenue less expensesPrior year $8,522−$17,984

Part VI · Governance 0 of 9 board members independent, 4 to look at

VI-1a Voting members of the governing body9

VI-1b Independent voting members0

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $71,229 across 12 lines filed

VIII-1a Federated campaigns$0

VIII-1b Membership dues$0

VIII-1c Fundraising events$0

VIII-1d Related organizations$0

VIII-1e Government grants$0

VIII-1f All other contributions, gifts and grants$1,000

VIII-1g Noncash contributions (included above)$0

VIII-1h Total contributions, gifts and grants$1,000

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $70,227 · Unrelated business $0 · Excluded from tax $0$70,227

VIII-3 Investment incomeRelated to mission $2 · Unrelated business $0 · Excluded from tax $0$2

VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0

VIII-12 Total revenueRelated to mission $70,229 · Unrelated business $0 · Excluded from tax $0$71,229

Part IX · Statement of functional expenses $89,213 across 30 lines filed

IX-1 Grants to domestic organizations$0

IX-2 Grants to domestic individuals$0

IX-3 Grants and assistance to foreign recipients$0

IX-4 Benefits paid to or for members$0

IX-5 Pay of current officers, directors and key staff$0

IX-6 Pay of disqualified persons$0

IX-7 Other salaries and wages$0

IX-8 Pension plan contributions$0

IX-9 Other employee benefits$0

IX-10 Payroll taxes$0

IX-11a Management fees$0

IX-11b Legal fees$0

IX-11c Accounting fees$0

IX-11d Lobbying fees$0

IX-11e Professional fundraising fees$0

IX-11f Investment management fees$0

IX-11g Other fees for services$0

IX-12 Advertising and promotion$0

IX-13 Office expenses$2,634

IX-14 Information technology$765

IX-15 Royalties$0

IX-16 Occupancy$51,949

IX-17 Travel$0

IX-18 Travel and entertainment for public officials$0

IX-19 Conferences, conventions and meetings$850

IX-20 Interest$0

IX-21 Payments to affiliates$0

IX-22 Depreciation, depletion and amortization$0

IX-23 Insurance$5,951

IX-24 Other expenses (24a–d)$27,064

IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$89,213

Part X · Balance sheet $27,952 assets, 20 lines filed

X-1 Cash, non-interest-bearingStart of year $37,487$19,501

X-2 Savings and temporary cash investmentsStart of year $8,449$8,451

X-3 Pledges and grants receivableStart of year $0$0

X-4 Accounts receivableStart of year $0$0

X-8 Inventories for sale or useStart of year $0$0

X-9 Prepaid expenses and deferred chargesStart of year $0$0

X-11 Publicly traded securitiesStart of year $0$0

X-12 Other securitiesStart of year $0$0

X-13 Program-related investmentsStart of year $0$0

X-14 Intangible assetsStart of year $0$0

X-15 Other assetsStart of year $0$0

X-16 Total assetsStart of year $45,936$27,952

X-17 Accounts payable and accrued expensesStart of year $0$0

X-18 Grants payableStart of year $0$0

X-19 Deferred revenueStart of year $0$0

X-20 Tax-exempt bond liabilitiesStart of year $0$0

X-24 Unsecured notes and loans payableStart of year $0$0

X-26 Total liabilitiesStart of year $0$0

X-32 Total net assets or fund balancesStart of year $45,936$27,952

X-33 Total liabilities and net assetsStart of year $45,936$27,952

Part XI · Reconciliation of net assets $27,952 net assets at year end

XI-1 Total revenue$71,229

XI-2 Total expenses$89,213

XI-3 Revenue less expenses−$17,984

XI-4 Net assets at start of year$45,936

XI-5 Net unrealized gains (losses) on investments$0

XI-6 Donated services and use of facilities$0

XI-7 Investment expenses$0

XI-8 Prior period adjustments$0

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$27,952

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Sigma Alpha Epsilon Fraternity FY2021 filing

Before you give

Is it real?

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Sigma Alpha Epsilon Fraternity

Part Ix, Line 16

Part Ix, Line 24a

Part Ix, Line 24b

By the numbers

Filing history

Schedules filed Part IV