Sigma Alpha Epsilon Foundation: Nonprofit Profile, Financials & Form 990 (EIN 36-2170145)

Revenue by fiscal year
FY2020	$3.0M
FY2021	$6.0M
FY2022	$4.1M
FY2023	$3.3M
FY2024	$3.9M
FY2025	$4.7M

Expenses by fiscal year
FY2020	$2.3M
FY2021	$3.3M
FY2022	$2.5M
FY2023	$2.7M
FY2024	$3.8M
FY2025	$2.9M

Net assets by fiscal year
FY2020	$18.4M
FY2021	$22.8M
FY2022	$20.9M
FY2023	$23.2M
FY2024	$25.5M
FY2025	$28.3M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1930.

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

Part of a larger organization · Schedule R

Sigma Alpha Epsilon Foundation files its own Form 990, but Schedule R discloses 2 related entities — figures on this page are for this EIN only, not the whole group.

Sigma Alpha Epsilon Fraternity · Sae Financial and Housing Corporation · See Schedule R

Combined filings · FY2025 · 3 entities with data

Simple sum of each entity's Form 990 headline figures — not audited consolidated financials. This page's EIN is 25% of group revenue.

Group revenue

$18.8M

Group expenses

$13.2M

Group net assets

$54.3M

Sigma Alpha Epsilon Fraternity · $9.6M rev · $16.3M net assets

Sae Financial and Housing Corporation · $4.5M rev · $9.7M net assets

Where the money goes

68 cents of each dollar spent went to programs.

68%

14%

18%

Program services 68% · $2.0M Management & general 14% · $423K Fundraising 18% · $524K

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

16 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII

Tom Lamantia

Trustee

$0Pt VII · Sec A

Scott Pointner

Secretary

$0Pt VII · Sec A

Dan Alsaker

Trustee

$0Pt VII · Sec A

Jack Counts

Trustee

$0Pt VII · Sec A

Bo Sederstrom

Trustee

$0Pt VII · Sec A

Debashis Chowdhury

Trustee

$0Pt VII · Sec A

Grant Gier

Trustee

$0Pt VII · Sec A

Hugh Miller

Trustee

$0Pt VII · Sec A

See Sigma Alpha Epsilon Foundation 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 15aYes

Programs and updates

Promotes leadership, scholarship, and personal development programs to help members achieve educational goals.

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Provided by the organization

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3 programs · $1.8M · in their own filed words · FY2024

01

Funds used to aid Fraternity Chapters in maintaining the scholarship and educational portions of their houses.

$1.2Mprogram expense

02

Funds used to support the operation and preservation of the Levere Memorial Temple.

$375Kprogram expense

03

Financial aid provided for scholarships and financial assistance to Sigma Alpha Epsilon Collegiates.

$239Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2025

America's CharitiesFY2025$33K

Legacytree FoundationFY2025$5K

The Gendell Family Foundation INCFY2025$250

Swagelok FoundationFY2025$25

Total grants receivedfrom 4 funders$39K

See all 4 funders →

Grants paid · 54 grants · $7.7M · 2019–2024

Unitemized GrantFY2024$432,656

Alabama Alpha Mu Fraternal AssociationIL · FY2024$300,000

House Corporation of Mississipps Theta of Sigma Alpha EpsilonIL · FY2024$106,168

Wyoming Alpha Sae Fraternity House CorporationIL · FY2024$100,000

Georgia Phi Association of Sigma Alpha Espilon INCGA · FY2024$97,184

Illinois Beta Housing LLCFY2024$35,000

North Dakota Alpha Housing LLCFY2024$19,319

Sigma Alpha Epsilon Fraternity Penn ZetaPA · FY2024$15,000

Kansas Gamma Sae Building & Education FoundationKS · FY2024$10,000

Lambda Alpha Epsilon Fraternity INCCT · FY2023$546,000

Sigma Alpha Epsilon Fraternity of KansasKS · FY2023$294,000

Unitemized GrantFY2023$275,499

Iowa Delta Alumni AssocIA · FY2023$199,166

South Dakota Sigma Chapter House AssociationSD · FY2023$150,920

Alabama Alpha Mu Fraternal AssociationIL · FY2023$150,000

Sigma Alpha Epsilon FraternityIL · FY2023$75,000

Missississippi Theta Chapter of Sigma Alpha Epsilon FraternityMS · FY2023$62,195

Oklahoma Mu Alumni CorporationOK · FY2023$19,400

See all 54 grants →

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$4.7M

Ln 12

Gifts and grantsLn 1h$3.1M

Investment incomeLn 3$1.4M

Fees for servicesLn 2g$86K

Money outPt IX

$2.9M

Ln 25

Programscol B$2.0M

Managementcol C$423K

Fundraisingcol D$524K

Owns and owesPt X

$28.3M

net assets · Ln 32

Cash and savingsLn 1–2$659K

Total assetsLn 16$28.4M

LiabilitiesLn 26$83K

PeoplePt VI, VII

16

listed · VII A

PaidVII A0

Voting boardVI 1a13

IndependentVI 1b13

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$3.1M

Fees for servicesLn 2g$86K

Investment incomeLn 3$1.4M

Other incomeLn 4–11$54K

Gains on assetsLn 7$465K

Total revenueLn 12$4.7M

Assets in detailPt X, end of year

SavingsLn 2$659K

Cash and savings togetherLn 1–2$659K

InvestmentsLn 11–13$25.5M

Land, buildings, equipmentLn 10c$1.6M

Other assetsLn 15$169K

Total assetsLn 16$28.4M

LiabilitiesLn 26$83K

Net assetsLn 32$28.3M

OperationsPt I, VI

EmployeesI 50

VolunteersI 6220

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

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

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$246K	$659K
InvestmentsLn 11–13	$23.7M	$25.5M
Land, buildings, equipmentLn 10c	$1.7M	$1.6M
Total assetsLn 16	$25.9M	$28.4M
LiabilitiesLn 26	$386K	$83K
Net assetsLn 32	$25.5M	$28.3M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$751K	$751K
Grants to domestic individualsLn 2	$590K	$590K
Management feesLn 11a	$686K	$262K	$212K	$212K
Legal feesLn 11b	$976		$976
Accounting feesLn 11c	$37K		$37K
Investment management feesLn 11f	$18K		$18K
Other fees for servicesLn 11g	$211K	$25K	$47K	$140K
Office expensesLn 13	$213K	$51K	$3K	$159K
OccupancyLn 16	$114K	$114K
TravelLn 17	$47K		$34K	$13K
Depreciation, depletion and amortizationLn 22	$75K	$75K
InsuranceLn 23	$111K	$105K	$6K
Other expenses (24a–d)Ln 24	$66K		$66K
Total functional expensesLn 25	$2.9M	$2.0M	$423K	$524K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$4.7M	$2.9M	$1.7M	$28.3M	990 PDF
FY2024	$3.9M	$3.8M	$153K	$25.5M	990 PDF
FY2023	$3.3M	$2.7M	$632K	$23.2M	990 PDF
FY2022	$4.1M	$2.5M	$1.6M	$20.9M	990 PDF
FY2021	$6.0M	$3.3M	$2.7M	$22.8M	990 PDF
FY2020	$3.0M	$2.3M	$726K	$18.4M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2025 990 (6 parts)

Part I · Summary $4,656,583 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $3,047,640$3,097,834

I-9 Program service revenuePrior year $86,000$86,000

I-10 Investment incomePrior year $771,570$1,418,751

I-11 Other revenuePrior year $1$53,998

I-12 Total revenuePrior year $3,905,211$4,656,583

I-13 Grants and similar amounts paidPrior year $1,794,382$1,340,489

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 $1,957,560$1,579,049

I-18 Total expensesPrior year $3,751,942$2,919,538

I-19 Revenue less expensesPrior year $153,269$1,737,045

Part VI · Governance 13 of 13 board members independent, no flags

VI-1a Voting members of the governing body13

VI-1b Independent voting members13

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

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

Part VIII · Statement of revenue $4,656,583 across 7 lines filed

VIII-1f All other contributions, gifts and grants$3,097,834

VIII-1h Total contributions, gifts and grants$3,097,834

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $86,000$86,000

VIII-3 Investment incomeExcluded from tax $953,665$953,665

VIII-7 Net gain or loss on sales of assetsRelated to mission $465,086$465,086

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $53,998$53,998

VIII-12 Total revenueRelated to mission $605,084 · Unrelated business $0 · Excluded from tax $953,665$4,656,583

Part IX · Statement of functional expenses $2,919,538 across 13 lines filed

IX-1 Grants to domestic organizationsPrograms $750,974$750,974

IX-2 Grants to domestic individualsPrograms $589,515$589,515

IX-11a Management feesPrograms $262,301 · Management $211,815 · Fundraising $211,816$685,932

IX-11b Legal feesManagement $976$976

IX-11c Accounting feesManagement $36,786$36,786

IX-11f Investment management feesManagement $18,072$18,072

IX-11g Other fees for servicesPrograms $25,000 · Management $46,601 · Fundraising $139,804$211,405

IX-13 Office expensesPrograms $50,924 · Management $3,011 · Fundraising $158,846$212,781

IX-16 OccupancyPrograms $114,236$114,236

IX-17 TravelManagement $34,075 · Fundraising $13,076$47,151

IX-22 Depreciation, depletion and amortizationPrograms $75,436$75,436

IX-23 InsurancePrograms $104,741 · Management $5,941$110,682

IX-24 Other expenses (24a–d)Management $65,592$65,592

IX-25 Total functional expensesPrograms $1,973,127 · Management $422,869 · Fundraising $523,542$2,919,538

Part X · Balance sheet $28,352,844 assets, 14 lines filed

X-2 Savings and temporary cash investmentsStart of year $246,313$659,197

X-3 Pledges and grants receivableStart of year $1,698$184,147

X-9 Prepaid expenses and deferred chargesStart of year $119,718$221,065

X-10c Land, buildings and equipment, netStart of year $1,660,522$1,618,578

X-11 Publicly traded securitiesStart of year $23,652,552$25,500,394

X-15 Other assetsStart of year $233,038$169,463

X-16 Total assetsStart of year $25,927,919$28,352,844

X-17 Accounts payable and accrued expensesStart of year $376,724$74,572

X-25 Other liabilitiesStart of year $8,835$8,049

X-26 Total liabilitiesStart of year $385,559$82,621

X-27 Net assets without donor restrictionsStart of year $4,362,259$4,779,943

X-28 Net assets with donor restrictionsStart of year $21,180,101$23,490,280

X-32 Total net assets or fund balancesStart of year $25,542,360$28,270,223

X-33 Total liabilities and net assetsStart of year $25,927,919$28,352,844

Part XI · Reconciliation of net assets $28,270,223 net assets at year end

XI-1 Total revenue$4,656,583

XI-2 Total expenses$2,919,538

XI-3 Revenue less expenses$1,737,045

XI-4 Net assets at start of year$25,542,360

XI-5 Net unrealized gains (losses) on investments$990,818

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$28,270,223

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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Sigma Alpha Epsilon Foundation

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Sigma Alpha Epsilon Foundation

Funders

Grants

Related Organizations

By the numbers

Filing history

Schedules filed Part IV