Sigma Phi Epsilon INC: FY2020 Nonprofit Profile & Form 990 (EIN 43-0519063)

Revenue by fiscal year
FY2020	$23K
FY2021	$57K
FY2022	$331K
FY2023	$417K
FY2024	$645K
FY2025	$624K

Expenses by fiscal year
FY2020	$0
FY2021	$0
FY2022	$475K
FY2023	$525K
FY2024	$604K
FY2025	$612K

Net assets by fiscal year
FY2020	$1.8M
FY2021	$1.8M
FY2022	$1.7M
FY2023	$1.6M
FY2024	$1.6M
FY2025	$1.6M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025.

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

Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII

John Hartmann

Vice Preside

$0Pt VII · Sec A

David Larusso

President

$0Pt VII · Sec A

Timothy McVey

Secretary

$0Pt VII · Sec A

James Walker

Treasurer

$0Pt VII · Sec A

See Sigma Phi Epsilon INC 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

Provides a brotherhood and leadership development for university students.

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Provided by the organization

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1 program · in their own filed words · FY2019

01

Provide room & board and social activities for members of the fraternity

Pt IX · col B

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$23K

Ln 12

Other incomeLn 4–11$23K

Investment incomeLn 3$4

Money outPt IX

$0

Ln 25

Owns and owesPt X

$1.8M

net assets · Ln 32

Cash and savingsLn 1–2$131K

Total assetsLn 16$3.3M

LiabilitiesLn 26$1.5M

PeoplePt VI, VII

4

listed · VII A

PaidVII A0

Voting boardVI 1a4

IndependentVI 1b4

2In more detail

Revenue in detailPt VIII

Investment incomeLn 3$4

Other incomeLn 4–11$23K

Total revenueLn 12$23K

Assets in detailPt X, end of year

CashLn 1$131K

Cash and savings togetherLn 1–2$131K

InvestmentsLn 11–13$16K

Land, buildings, equipmentLn 10c$3.1M

Total assetsLn 16$3.3M

LiabilitiesLn 26$1.5M

Net assetsLn 32$1.8M

OperationsPt I, VI

EmployeesI 51

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 FY20	End FY20
Cash and savingsLn 1–2	$51K	$131K
InvestmentsLn 11–13	$16K	$16K
Land, buildings, equipmentLn 10c	$3.2M	$3.1M
Total assetsLn 16	$3.3M	$3.3M
LiabilitiesLn 26	$1.6M	$1.5M
Net assetsLn 32	$1.8M	$1.8M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Total functional expensesLn 25	$0	$0	$0	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$624K	$612K	$12K	$1.6M	990 PDF
FY2024	$645K	$604K	$42K	$1.6M	990 PDF
FY2023	$417K	$525K	−$108K	$1.6M	990 PDF
FY2022	$331K	$475K	−$144K	$1.7M	990 PDF
FY2021	$57K	$0	$57K	$1.8M	990 PDF
FY2020 Viewing	$23K	$0	$23K	$1.8M	990 PDF

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Schedules filed Part IV

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

See the full FY2020 990 (6 parts)

Part I · Summary $22,780 revenue, 12 lines filed

I-8 Contributions and grants$0

I-9 Program service revenue$0

I-10 Investment incomePrior year $13$4

I-11 Other revenuePrior year $110,414$22,776

I-12 Total revenuePrior year $110,427$22,780

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 feesPrior year $200$0

I-17 Other expensesPrior year $157,500$0

I-18 Total expensesPrior year $157,700$0

I-19 Revenue less expensesPrior year −$47,273$22,780

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

VI-1a Voting members of the governing body4

VI-1b Independent voting members4

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 $22,780 across 3 lines filed

VIII-3 Investment incomeUnrelated business $4$4

VIII-6 Net rental income or lossUnrelated business $22,776$22,776

VIII-12 Total revenueUnrelated business $22,780$22,780

Part IX · Statement of functional expenses $0 across 0 lines filed

IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$0

Part X · Balance sheet $3,283,142 assets, 10 lines filed

X-1 Cash, non-interest-bearingStart of year $51,198$131,330

X-4 Accounts receivableStart of year $19,290$50,000

X-10c Land, buildings and equipment, netStart of year $3,239,899$3,086,060

X-12 Other securitiesStart of year $15,752$15,752

X-16 Total assetsStart of year $3,326,139$3,283,142

X-17 Accounts payable and accrued expensesStart of year $2,676$2,310

X-25 Other liabilitiesStart of year $27,000$27,000

X-26 Total liabilitiesStart of year $1,573,568$1,507,791

X-32 Total net assets or fund balancesStart of year $1,752,571$1,775,351

X-33 Total liabilities and net assetsStart of year $3,326,139$3,283,142

Part XI · Reconciliation of net assets $1,775,351 net assets at year end

XI-1 Total revenue$22,780

XI-2 Total expenses$0

XI-3 Revenue less expenses$22,780

XI-4 Net assets at start of year$1,752,571

XI-10 Net assets at end of year$1,775,351

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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Sigma Phi Epsilon INC FY2020 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 Phi Epsilon INC

By the numbers

Filing history

Schedules filed Part IV