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Sigma Phi Epsilon Fraternity Penn Chapter FY2024 filing

Not tax-deductible

Bethlehem, PA501(c)(7)Since 1907EIN 23-1978565Revenue $250K in FY2024

On file with the IRSsigeplehigh.com92 Upper Sayre Park Rd, 18015-3219 · Bethlehem, PATax-exempt since Jan 1941

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Sigma Phi Epsilon exists to promote of lifelong friendships, to reaffirm high ethical standards and values, and to foster personal development in the pursuit of excellence.

100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(7)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 4
filings with a surplus
Average surplus $24K a year · 11% of revenue · last 4 filings
Fine: a surplus in 3 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
5 mo
of spending, in cash
Looks good: 5.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1K
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
67
of 67 voting members
Looks good: 67 of 67 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$250K
-12% vs prior year
Spent
$224K
To programs
100%
Net assets
$383K
By yearFY2021–FY2024
Revenue
$250K
FY2024▼ -12%
Tap a bar for its year
Revenue by fiscal year
FY2021$16K
FY2022$302K
FY2023$282K
FY2024$250K
FY2024$230K
Expenses
$224K
FY2024▼ -10%
Tap a bar for its year
Expenses by fiscal year
FY2021$39K
FY2022$240K
FY2023$250K
FY2024$224K
FY2024$261K
Net assets
$383K
FY2024▲ +5%
Tap a bar for its year
Net assets by fiscal year
FY2021$262K
FY2022$315K
FY2023$364K
FY2024$383K
FY2024$364K

From the FY2024 Form 990 (year ending June 2024) · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1941.

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

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $224K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$0Pt VII · Sec A
Jeremy Zoller
VP Programming
$0Pt VII · Sec A
Arik Sen
VP Recruitment
$0Pt VII · Sec A
Chris Higham
VP Communication
$0Pt VII · Sec A
Brandon Harness
Risk Manager
$0Pt VII · Sec A
John Haisley
Chapter Counselor
$0Pt VII · Sec A
Matt Walker
VP Member Development
$0Pt VII · Sec A
$0Pt VII · Sec A
See Sigma Phi Epsilon Fraternity Penn Chapter executive salaries →

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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

Fosters personal growth, lifelong friendships, and high ethical standards.

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Provided by the organization

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1 program · $156K · in their own filed words · FY2023
01

Other program services

$156Kprogram expense

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$250K
Ln 12
Gifts and grantsLn 1h$245K
Investment incomeLn 3$5K
Money outPt IX
$224K
Ln 25
Programscol B$224K
Owns and owesPt X
$383K
net assets · Ln 32
Cash and savingsLn 1–2$97K
Total assetsLn 16$385K
LiabilitiesLn 26$1K
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a67
IndependentVI 1b67
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$245K
Investment incomeLn 3$5K
Gains on assetsLn 7−$285
Total revenueLn 12$250K
Assets in detailPt X, end of year
CashLn 1$97K
Cash and savings togetherLn 1–2$97K
Land, buildings, equipmentLn 10c$6K
Other assetsLn 15$265K
Total assetsLn 16$385K
LiabilitiesLn 26$1K
Net assetsLn 32$383K
OperationsPt I, VI
EmployeesI 51
VolunteersI 60
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
LineStart FY24End FY24
Cash and savingsLn 1–2$85K$97K
Land, buildings, equipmentLn 10c$5K$6K
Total assetsLn 16$364K$385K
LiabilitiesLn 26$0$1K
Net assetsLn 32$364K$383K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$36K$36K
Payroll taxesLn 10$4K$4K
Management feesLn 11a$18K$18K
Accounting feesLn 11c$20K$20K
Other fees for servicesLn 11g$2K$2K
Office expensesLn 13$3K$3K
OccupancyLn 16$69K$69K
Depreciation, depletion and amortizationLn 22$1K$1K
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$70K$70K
All other expensesLn 24e$1K$1K
Total functional expensesLn 25$224K$224K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Viewing $250K$224K$26K$383K 990 PDF
FY2023 $282K$250K$33K$364K 990 PDF
FY2022 $302K$240K$62K$315K 990 PDF
FY2021 $16K$39K−$23K$262K 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 FY2024 990 (6 parts)
Part I · Summary $249,959 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $276,815$245,025
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $5,634$4,934
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $282,449$249,959
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 $39,241$40,340
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $210,695$184,045
I-18 Total expensesPrior year $249,936$224,385
I-19 Revenue less expensesPrior year $32,513$25,574
Part VI · Governance 67 of 67 board members independent, 4 to look at
VI-1a Voting members of the governing body67
VI-1b Independent voting members67
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 $249,959 across 5 lines filed
VIII-1b Membership dues$245,025
VIII-1h Total contributions, gifts and grants$245,025
VIII-3 Investment incomeUnrelated business $5,219$5,219
VIII-7 Net gain or loss on sales of assetsUnrelated business −$285−$285
VIII-12 Total revenueRelated to mission $0 · Unrelated business $4,934 · Excluded from tax $0$249,959
Part IX · Statement of functional expenses $224,385 across 11 lines filed
IX-7 Other salaries and wagesPrograms $36,445$36,445
IX-10 Payroll taxesPrograms $3,895$3,895
IX-11a Management feesPrograms $18,000$18,000
IX-11c Accounting feesPrograms $19,602$19,602
IX-11g Other fees for servicesPrograms $1,681$1,681
IX-13 Office expensesPrograms $2,660$2,660
IX-16 OccupancyPrograms $68,664$68,664
IX-22 Depreciation, depletion and amortizationPrograms $1,386$1,386
IX-23 InsurancePrograms $1,351$1,351
IX-24 Other expenses (24a–d)Programs $69,562$69,562
IX-24e All other expensesPrograms $1,139$1,139
IX-25 Total functional expensesPrograms $224,385 · Management $0 · Fundraising $0$224,385
Part X · Balance sheet $384,799 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $85,307$96,653
X-4 Accounts receivableStart of year $5,150$17,400
X-10c Land, buildings and equipment, netStart of year $5,273$5,594
X-15 Other assetsStart of year $267,031$265,152
X-16 Total assetsStart of year $364,302$384,799
X-17 Accounts payable and accrued expenses$1,328
X-26 Total liabilitiesStart of year $0$1,328
X-32 Total net assets or fund balancesStart of year $364,302$383,471
X-33 Total liabilities and net assetsStart of year $364,302$384,799
Part XI · Reconciliation of net assets $383,471 net assets at year end
XI-1 Total revenue$249,959
XI-2 Total expenses$224,385
XI-3 Revenue less expenses$25,574
XI-4 Net assets at start of year$364,302
XI-5 Net unrealized gains (losses) on investments−$6,406
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$383,471

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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