Sigma Sigma Sigma Foundation

Tax-deductible

Chapel Hill, NC501(c)(3)Since 1984EIN 52-1370798

The tri sigma foundation secures and provides charitable resources to support educational leadership development, scholarship assistance, and philanthropic initiatives, including grants to charitable partners such as march of dimes and community health organizations. These initiatives primarily benefit women affiliated with sigma sigma sigma while advancing broader charitable purposes.

501(c)(3) charity; gifts are tax-deductible.
49¢ of each $1 spent went to programs.
Run by 225 volunteers and 5 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
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
Yes
Donations are tax-deductible
Looks good: the IRS lists 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
4 of 5
filings with a surplus
Average surplus $175K a year · 17% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
49%
of spending
Concern: 49% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$120K
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 4.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $56K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$105K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.0M
-20% vs prior year
Spent
$1.0M
To programs
49%
Net assets
$3.0M
By yearFY2020–FY2024
Revenue
$1.0M
FY2024▼ -20%
Revenue by fiscal year
FY2020$858K
FY2021$936K
FY2022$1.1M
FY2023$818K
FY2024$1.3M
FY2024$1.0M
Expenses
$1.0M
FY2024▲ +8%
Expenses by fiscal year
FY2020$735K
FY2021$753K
FY2022$822K
FY2023$891K
FY2024$931K
FY2024$1.0M
Net assets
$3.0M
FY2024▲ +6%
Net assets by fiscal year
FY2020$2.0M
FY2021$2.3M
FY2022$2.4M
FY2023$2.3M
FY2024$2.8M
FY2024$3.0M

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1985.

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

Where the money goes

49 cents of each dollar spent went to programs.

Program services 49% · $492K Management & general 33% · $332K Fundraising 18% · $185K

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

Who runs it and what they're paid

16 people listed on the 990; $120K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$120,400Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Meghan Paden——$113,573$128,070$112,800$117,800
Shelly Bateman$120,400$115,931$24,650———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Sigma Sigma Sigma Foundation executive salaries →

Are you one of these people? Claim this org to confirm your role

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

Funds women's leadership training, scholarships, and children's therapy programs.

Provided by the organization

This section is blank until Sigma Sigma Sigma Foundation claims this page.

Know this organization? Claim it to add your story

3 program services account for $393K of program spending, described in the organization's own filed words · FY2024.
01

Established to provide structured educational leadership development programming designed to enhance personal, professional, and civic leadership skills for women.

$192Kprogram expense
02

Awarding merit-based and needs based academic scholarships to undergraduate and graduate women affiliated with sigma sigma sigma. Destination sigma: educational scholarships supporting participation in structured leadership development programming.

$128Kprogram expense
03

Established for the purpose of awarding grants supporting child life therapy and pediatric healthcare services through programmatic support provided through hospitals and community healthcare providers.

$74Kprogram expense

Run this program? Claim this org to tell your story

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 · FY2024
See all 5 funders →
Grants paid · 17 grants · $617K · 2019–2024
Sigma Sigma Sigma SororityNC · FY2024$81,500
Unitemized GrantFY2024$41,100
March of Dimes INCVA · FY2024$23,090
Unitemized GrantFY2024$12,280
Unitemized GrantFY2023$54,400
Sigma Sigma Sigma SororityNC · FY2023$42,342
Lourdes Foundation INCLA · FY2023$16,882
March of Dimes INCVA · FY2023$15,844
Adventhealth Foundation INCFL · FY2023$14,707
Unitemized GrantFY2022$57,305
Unitemized GrantFY2021$60,460
Unitemized GrantFY2020$44,050
March of Dimes INCVA · FY2020$38,489
Sigma Sigma Sigma SororityNC · FY2020$19,070
March of Dimes INCVA · FY2019$38,021
Unitemized GrantFY2019$32,350
Sigma Sigma Sigma SororityNC · FY2019$25,000

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.0M
Ln 12
Gifts and grantsLn 1h$971K
Investment incomeLn 3$74K
Money outPt IX
$1.0M
Ln 25
Programscol B$492K
Managementcol C$332K
Fundraisingcol D$185K
Owns and owesPt X
$3.0M
net assets · Ln 32
Cash and savingsLn 1–2$339K
Total assetsLn 16$3.1M
LiabilitiesLn 26$105K
PeoplePt VI, VII
16
listed · VII A
PaidVII A1
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$971K
Noncash giftsLn 1g$44K
Investment incomeLn 3$74K
Gains on assetsLn 7$800
Total revenueLn 12$1.0M
Assets in detailPt X, end of year
CashLn 1$41K
SavingsLn 2$298K
Cash and savings togetherLn 1–2$339K
InvestmentsLn 11–13$2.1M
Land, buildings, equipmentLn 10c$6K
Total assetsLn 16$3.1M
LiabilitiesLn 26$105K
Net assetsLn 32$3.0M
OperationsPt I, VI
EmployeesI 55
VolunteersI 6225
Fiscal year endsHeaderDecember
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
LineStart FY24End FY24
Cash and savingsLn 1–2$500K$339K
InvestmentsLn 11–13$1.9M$2.1M
Land, buildings, equipmentLn 10c$5K$6K
Total assetsLn 16$3.0M$3.1M
LiabilitiesLn 26$176K$105K
Net assetsLn 32$2.8M$3.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$123K$123K
Grants to domestic individualsLn 2$53K$53K
Pay of current officers, directors and key staffLn 5$125K$50K$39K$36K
Other salaries and wagesLn 7$269K$115K$71K$82K
Pension plan contributionsLn 8$4K$2K$925$2K
Other employee benefitsLn 9$36K$6K$24K$5K
Payroll taxesLn 10$36K$14K$15K$6K
Legal feesLn 11b$17K$17K
Accounting feesLn 11c$36K$36K
Investment management feesLn 11f$15K$15K
Other fees for servicesLn 11g$66K$765$65K$610
Advertising and promotionLn 12$23K$4K$19K
Office expensesLn 13$39K$16K$7K$17K
Information technologyLn 14$32K$24K$4K$4K
TravelLn 17$8K$7K$1K
Conferences, conventions and meetingsLn 19$58K$58K
Depreciation, depletion and amortizationLn 22$3K$3K
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$65K$19K$32K$14K
Total functional expensesLn 25$1.0M$492K$332K$185K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $1.3M$931K$383K$2.8M 990 PDF
FY2023 $818K$891K−$73K$2.3M 990 PDF
FY2022 $1.1M$822K$260K$2.4M 990 PDF
FY2021 $936K$753K$183K$2.3M 990 PDF
FY2020 $858K$735K$123K$2.0M 990 PDF

Want to add your own materials alongside these filings? Claim this org

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 (4 parts)
Part VIII · Statement of revenue $1,044,835 across 6 lines filed
VIII-1f All other contributions, gifts and grants$970,921
VIII-1g Noncash contributions (included above)$44,264
VIII-1h Total contributions, gifts and grants$970,921
VIII-3 Investment incomeExcluded from tax $73,114$73,114
VIII-7 Net gain or loss on sales of assetsExcluded from tax $800$800
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $73,914$1,044,835
Part IX · Statement of functional expenses $1,008,463 across 19 lines filed
IX-1 Grants to domestic organizationsPrograms $122,977$122,977
IX-2 Grants to domestic individualsPrograms $53,380$53,380
IX-5 Pay of current officers, directors and key staffPrograms $49,905 · Management $39,306 · Fundraising $35,889$125,100
IX-7 Other salaries and wagesPrograms $114,874 · Management $71,386 · Fundraising $82,320$268,580
IX-8 Pension plan contributionsPrograms $1,677 · Management $925 · Fundraising $1,755$4,357
IX-9 Other employee benefitsPrograms $6,455 · Management $24,177 · Fundraising $4,935$35,567
IX-10 Payroll taxesPrograms $14,000 · Management $15,378 · Fundraising $6,279$35,657
IX-11b Legal feesManagement $17,481$17,481
IX-11c Accounting feesManagement $35,650$35,650
IX-11f Investment management feesManagement $15,192$15,192
IX-11g Other fees for servicesPrograms $765 · Management $64,556 · Fundraising $610$65,931
IX-12 Advertising and promotionPrograms $4,051 · Fundraising $18,562$22,613
IX-13 Office expensesPrograms $15,911 · Management $6,553 · Fundraising $16,750$39,214
IX-14 Information technologyPrograms $24,033 · Management $3,766 · Fundraising $4,117$31,916
IX-17 TravelPrograms $7,064 · Management $1,377$8,441
IX-19 Conferences, conventions and meetingsPrograms $57,573$57,573
IX-22 Depreciation, depletion and amortizationManagement $3,111$3,111
IX-23 InsuranceManagement $1,000$1,000
IX-24 Other expenses (24a–d)Programs $18,858 · Management $31,858 · Fundraising $14,007$64,723
IX-25 Total functional expensesPrograms $491,523 · Management $331,716 · Fundraising $185,224$1,008,463
Part X · Balance sheet $3,114,821 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $291,415$41,106
X-2 Savings and temporary cash investmentsStart of year $208,245$298,178
X-3 Pledges and grants receivableStart of year $576,541$641,730
X-9 Prepaid expenses and deferred chargesStart of year $19,735$15,856
X-10c Land, buildings and equipment, netStart of year $5,264$6,226
X-11 Publicly traded securitiesStart of year $1,913,054$2,111,725
X-16 Total assetsStart of year $3,014,254$3,114,821
X-17 Accounts payable and accrued expensesStart of year $76,029$63,025
X-18 Grants payableStart of year $100,403$41,701
X-26 Total liabilitiesStart of year $176,432$104,726
X-27 Net assets without donor restrictionsStart of year $475,796$356,087
X-28 Net assets with donor restrictionsStart of year $2,362,026$2,654,008
X-32 Total net assets or fund balancesStart of year $2,837,822$3,010,095
X-33 Total liabilities and net assetsStart of year $3,014,254$3,114,821
Part XI · Reconciliation of net assets $3,010,095 net assets at year end
XI-1 Total revenue$1,044,835
XI-2 Total expenses$1,008,463
XI-3 Revenue less expenses$36,372
XI-4 Net assets at start of year$2,837,822
XI-5 Net unrealized gains (losses) on investments$135,901
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,010,095

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

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.