Sigma Sigma Sigma Foundation FY2021 filing

Tax-deductible

Chapel Hill, NC501(c)(3)Since 1984EIN 52-1370798Revenue $936K in FY2021

On file with the IRStrisigmafoundation.org1506 E Franklin St Ste 300, 27514-2825 · Chapel Hill, NCTax-exempt since Feb 1985Publicly supported charity — 170(b)(1)(A)(vi)

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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.
59¢ of each $1 spent went to programs.
$113K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · 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
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
5 of 6
filings with a surplus
Average surplus $152K a year · 15% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
59%
of spending
Worth a look: 59% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$113K
to officers and key staff · 15% of spending
Looks good: pay to officers and key staff is 15% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
8 mo
of spending, in cash
Looks good: 8.1 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
$124K
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$936K
+9% vs prior year
Spent
$753K
To programs
59%
Net assets
$2.3M
By yearFY2020–FY2025
Revenue
$936K
FY2021▲ +9%
Tap a bar for its year
Revenue by fiscal year
FY2020$858K
FY2021$936K
FY2022$1.1M
FY2023$818K
FY2024$1.3M
FY2025$1.0M
Expenses
$753K
FY2021▲ +2%
Tap a bar for its year
Expenses by fiscal year
FY2020$735K
FY2021$753K
FY2022$822K
FY2023$891K
FY2024$931K
FY2025$1.0M
Net assets
$2.3M
FY2021▲ +16%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.0M
FY2021$2.3M
FY2022$2.4M
FY2023$2.3M
FY2024$2.8M
FY2025$3.0M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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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 Feb 1985.

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

Where the money goes

59 cents of each dollar spent went to programs.

Program services 59% · $441K Management & general 25% · $186K Fundraising 17% · $126K

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

15 people listed on the 990; $113K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director
$112,800Pt VII · Sec A
$0Pt VII · Sec A
Vice Chairman
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Ex-Officio/National Presid
$0Pt VII · Sec A
Ex-Officio/National Treasu
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2021FY2020
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 →

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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

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

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Provided by the organization

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3 programs · $366K · in their own filed words · FY2020
01

Sigma Sigma Sigma

Established for the purpose of leadership education for sorority members.

$216Kprogram expense
02

Robbie Page Memorial

Established for the purpose of awarding grants and assistantships in the academic field of play therapy.

$87Kprogram expense
03

Named Scholarships

Named scholarships are established for the purpose of awarding scholarships to an undergraduate or graduate sorority member. Qualification depends on merit, need, academic achievement, and other criteria.

$62Kprogram 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 · 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 FY2021 990, line by line.

1The main four
Money inPt VIII
$936K
Ln 12
Gifts and grantsLn 1h$754K
Investment incomeLn 3$182K
Money outPt IX
$753K
Ln 25
Programscol B$441K
Managementcol C$186K
Fundraisingcol D$126K
Owns and owesPt X
$2.3M
net assets · Ln 32
Cash and savingsLn 1–2$512K
Total assetsLn 16$2.4M
LiabilitiesLn 26$124K
PeoplePt VI, VII
15
listed · VII A
PaidVII A1
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$754K
Government grantsLn 1e$100K
Noncash giftsLn 1g$9K
Investment incomeLn 3$182K
Gains on assetsLn 7$136K
Total revenueLn 12$936K
Assets in detailPt X, end of year
CashLn 1$512K
SavingsLn 2$0
Cash and savings togetherLn 1–2$512K
InvestmentsLn 11–13$1.9M
Land, buildings, equipmentLn 10c$5K
Other assetsLn 15$2K
Total assetsLn 16$2.4M
LiabilitiesLn 26$124K
Net assetsLn 32$2.3M
OperationsPt I, VI
EmployeesI 55
VolunteersI 6225
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
LineStart FY21End FY21
Cash and savingsLn 1–2$294K$512K
InvestmentsLn 11–13$1.7M$1.9M
Land, buildings, equipmentLn 10c$10K$5K
Total assetsLn 16$2.0M$2.4M
LiabilitiesLn 26$50K$124K
Net assetsLn 32$2.0M$2.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$130K$130K
Grants to domestic individualsLn 2$44K$44K
Pay of current officers, directors and key staffLn 5$131K$65K$40K$27K
Other salaries and wagesLn 7$241K$119K$73K$49K
Pension plan contributionsLn 8$7K$3K$3K$1K
Payroll taxesLn 10$28K$15K$8K$6K
Legal feesLn 11b$14K$14K
Accounting feesLn 11c$20K$20K
Investment management feesLn 11f$14K$14K
Other fees for servicesLn 11g$2K$2K
Advertising and promotionLn 12$35K$3K$31K
Office expensesLn 13$23K$18K$2K$3K
Information technologyLn 14$38K$29K$4K$5K
OccupancyLn 16$6K$5K$750$820
Depreciation, depletion and amortizationLn 22$6K$6K
Other expenses (24a–d)Ln 24$14K$10K$127$3K
Total functional expensesLn 25$753K$441K$186K$126K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.0M$1.0M$36K$3.0M 990 PDF
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 Viewing $936K$753K$183K$2.3M 990 PDF
FY2020 $858K$735K$123K$2.0M 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 $936,255 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $805,305$754,493
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $52,383$181,762
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $857,688$936,255
I-13 Grants and similar amounts paidPrior year $104,008$174,515
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $410,739$407,329
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $220,273$171,417
I-18 Total expensesPrior year $735,020$753,261
I-19 Revenue less expensesPrior year $122,668$182,994
Part VI · Governance 14 of 14 board members independent, no flags
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
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 $936,255 across 7 lines filed
VIII-1e Government grants$99,589
VIII-1f All other contributions, gifts and grants$654,904
VIII-1g Noncash contributions (included above)$9,073
VIII-1h Total contributions, gifts and grants$754,493
VIII-3 Investment incomeExcluded from tax $45,686$45,686
VIII-7 Net gain or loss on sales of assetsExcluded from tax $136,076$136,076
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $181,762$936,255
Part IX · Statement of functional expenses $753,261 across 16 lines filed
IX-1 Grants to domestic organizationsPrograms $130,465$130,465
IX-2 Grants to domestic individualsPrograms $44,050$44,050
IX-5 Pay of current officers, directors and key staffPrograms $65,013 · Management $39,880 · Fundraising $26,567$131,460
IX-7 Other salaries and wagesPrograms $119,057 · Management $73,032 · Fundraising $48,648$240,737
IX-8 Pension plan contributionsPrograms $3,118 · Management $2,673 · Fundraising $1,259$7,050
IX-10 Payroll taxesPrograms $14,590 · Management $7,672 · Fundraising $5,820$28,082
IX-11b Legal feesManagement $13,897$13,897
IX-11c Accounting feesManagement $19,511$19,511
IX-11f Investment management feesManagement $14,084$14,084
IX-11g Other fees for servicesManagement $2,474$2,474
IX-12 Advertising and promotionPrograms $3,324 · Fundraising $31,319$34,643
IX-13 Office expensesPrograms $18,378 · Management $1,659 · Fundraising $3,118$23,155
IX-14 Information technologyPrograms $28,604 · Management $4,483 · Fundraising $4,900$37,987
IX-16 OccupancyPrograms $4,789 · Management $750 · Fundraising $820$6,359
IX-22 Depreciation, depletion and amortizationManagement $5,736$5,736
IX-24 Other expenses (24a–d)Programs $10,000 · Management $127 · Fundraising $3,444$13,571
IX-25 Total functional expensesPrograms $441,388 · Management $185,978 · Fundraising $125,895$753,261
Part X · Balance sheet $2,444,242 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $293,536$511,564
X-2 Savings and temporary cash investmentsStart of year $0$0
X-3 Pledges and grants receivableStart of year $25,124$5,416
X-9 Prepaid expenses and deferred chargesStart of year $1,279$341
X-10c Land, buildings and equipment, netStart of year $10,430$4,694
X-11 Publicly traded securitiesStart of year $1,716,986$1,920,028
X-15 Other assetsStart of year $0$2,199
X-16 Total assetsStart of year $2,047,355$2,444,242
X-17 Accounts payable and accrued expensesStart of year $10,754$30,081
X-18 Grants payableStart of year $38,810$93,752
X-26 Total liabilitiesStart of year $49,564$123,833
X-27 Net assets without donor restrictionsStart of year $275,818$612,495
X-28 Net assets with donor restrictionsStart of year $1,721,973$1,707,914
X-32 Total net assets or fund balancesStart of year $1,997,791$2,320,409
X-33 Total liabilities and net assetsStart of year $2,047,355$2,444,242
Part XI · Reconciliation of net assets $2,320,409 net assets at year end
XI-1 Total revenue$936,255
XI-2 Total expenses$753,261
XI-3 Revenue less expenses$182,994
XI-4 Net assets at start of year$1,997,791
XI-5 Net unrealized gains (losses) on investments$172,784
XI-8 Prior period adjustments−$33,160
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,320,409

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

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