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Sigma Alpha Epsilon Fraternity FY2021 filing

Not tax-deductible

Concord Twp, OH501(c)(7)EIN 34-0728828Revenue $178K in FY2021

On file with the IRS11705 Cali CT, 44077-9251 · Concord Twp, OHTax-exempt since Oct 1968

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97¢ of each $1 spent went to programs.
Programs: Part IX

Before you give

FY2021 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $15K a year · 7% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
97%
of spending
Looks good: 97% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 1.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$352K
25% of total assets
Looks good: liabilities are 25% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$178K
+91% vs prior year
Spent
$164K
To programs
97%
Net assets
$1.1M
By yearFY2020–FY2025
Revenue
$178K
FY2021▲ +91%
Tap a bar for its year
Revenue by fiscal year
FY2020$93K
FY2021$178K
FY2022$229K
FY2024$299K
FY2025$269K
Expenses
$164K
FY2021▲ +220%
Tap a bar for its year
Expenses by fiscal year
FY2020$51K
FY2021$164K
FY2022$267K
FY2024$248K
FY2025$264K
Net assets
$1.1M
FY2021▲ +1%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.1M
FY2021$1.1M
FY2022$1.0M
FY2024$1.0M
FY2025$1.0M

From the FY2021 Form 990 (year ending June 2021) · see the original

Form 990 (PDF) Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

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

Where the money goes

97 cents of each dollar spent went to programs.

Program services 97% · $159K Management & general 3% · $5K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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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
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
John Pesec
Secretary/Tr
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Sigma Alpha Epsilon Fraternity 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

Sigma Alpha Epsilon Fraternity is a member-serving organization based in Concord Twp, OH.

Questions for Sigma Alpha Epsilon Fraternity

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Provided by the organization

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1 program · in their own filed words · FY2020
01

Alumni contributions collected to fund and maintain the housing and undergraduates of the fraternity.

Pt IX · col B

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$178K
Ln 12
Gifts and grantsLn 1h$99K
Fees for servicesLn 2g$79K
Investment incomeLn 3$5
Money outPt IX
$164K
Ln 25
Programscol B$159K
Managementcol C$5K
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$24K
Total assetsLn 16$1.4M
LiabilitiesLn 26$352K
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$99K
Fees for servicesLn 2g$79K
Investment incomeLn 3$5
Total revenueLn 12$178K
Assets in detailPt X, end of year
CashLn 1$24K
Cash and savings togetherLn 1–2$24K
Land, buildings, equipmentLn 10c$1.4M
Other assetsLn 15$16K
Total assetsLn 16$1.4M
LiabilitiesLn 26$352K
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 50
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 FY21End FY21
Cash and savingsLn 1–2$562K$24K
Land, buildings, equipmentLn 10c$1.4M
Total assetsLn 16$1.1M$1.4M
LiabilitiesLn 26$1K$352K
Net assetsLn 32$1.1M$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$740$740
OccupancyLn 16$46K$46K
Depreciation, depletion and amortizationLn 22$58K$58K
Other expenses (24a–d)Ln 24$57K$52K$5K
All other expensesLn 24e$2K$2K
Total functional expensesLn 25$164K$159K$5K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $269K$264K$5K$1.0M 990 PDF
FY2024 $299K$248K$51K$1.0M 990 PDF
FY2023 Not on file
FY2022 $229K$267K−$38K$1.0M 990 PDF
FY2021 Viewing $178K$164K$14K$1.1M 990 PDF
FY2020 $93K$51K$42K$1.1M 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 $177,967 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $101,060$98,634
I-9 Program service revenue$79,328
I-10 Investment incomePrior year −$8,134$5
I-11 Other revenuePrior year $117$0
I-12 Total revenuePrior year $93,043$177,967
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $51,184$163,878
I-18 Total expensesPrior year $51,184$163,878
I-19 Revenue less expensesPrior year $41,859$14,089
Part VI · Governance 7 of 7 board members independent, 4 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
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 $177,967 across 5 lines filed
VIII-1f All other contributions, gifts and grants$98,634
VIII-1h Total contributions, gifts and grants$98,634
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Excluded from tax $79,328$79,328
VIII-3 Investment incomeUnrelated business $5$5
VIII-12 Total revenueUnrelated business $5 · Excluded from tax $79,328$177,967
Part IX · Statement of functional expenses $163,878 across 5 lines filed
IX-11c Accounting feesPrograms $740$740
IX-16 OccupancyPrograms $45,665$45,665
IX-22 Depreciation, depletion and amortizationPrograms $58,321$58,321
IX-24 Other expenses (24a–d)Programs $51,635 · Management $5,035$56,670
IX-24e All other expensesPrograms $2,482$2,482
IX-25 Total functional expensesPrograms $158,843 · Management $5,035 · Fundraising $0$163,878
Part X · Balance sheet $1,436,673 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $561,596$24,337
X-10c Land, buildings and equipment, net$1,396,449
X-15 Other assetsStart of year $509,472$15,887
X-16 Total assetsStart of year $1,071,580$1,436,673
X-17 Accounts payable and accrued expensesStart of year $350$5,361
X-24 Unsecured notes and loans payableStart of year $984$346,977
X-26 Total liabilitiesStart of year $1,334$352,338
X-32 Total net assets or fund balancesStart of year $1,070,246$1,084,335
X-33 Total liabilities and net assetsStart of year $1,071,580$1,436,673
Part XI · Reconciliation of net assets $1,084,335 net assets at year end
XI-1 Total revenue$177,967
XI-2 Total expenses$163,878
XI-3 Revenue less expenses$14,089
XI-4 Net assets at start of year$1,070,246
XI-10 Net assets at end of year$1,084,335

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

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