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Sigma Sigma Sigma Foundation FY2022 filing

Tax-deductible

Chapel Hill, NC501(c)(3)Since 1984 EIN 52-1370798Revenue $1.1M in FY2022

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.
46¢ of each $1 spent went to programs.
$128K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2022 · 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
46%
of spending
Concern: 46% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$128K
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
10 mo
of spending, in cash
Plus $1.6M in investments, Pt X · Ln 11–13
Looks good: 9.7 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
$86K
4% of total assets
Looks good: liabilities are 4% 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
$1.1M
+16% vs prior year
Spent
$822K
To programs
46%
Net assets
$2.4M
By yearFY2020–FY2025
Revenue
$1.1M
FY2022▲ +16%
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
$822K
FY2022▲ +9%
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
$2.4M
FY2022▲ +1%
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 FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 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

46 cents of each dollar spent went to programs.

Program services 46% · $377K Management & general 34% · $280K Fundraising 20% · $165K

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; $128K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Meghan Paden
Executive Director
$128,070Pt VII · Sec A
Camille Chasteen
Vice Chairman
$0Pt VII · Sec A
Lori Rassati
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Natalie Averette
Ex-Officio/National Presid
$0Pt VII · Sec A
Ann Rutkowski
Ex-Officio/National Treasu
$0Pt VII · Sec A
Susan Buche Ayers
Board Member
$0Pt VII · Sec A
$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 · $319K · in their own filed words · FY2021
01

Sigma Sigma Sigma

Established for the purpose of leadership education for sorority members.

$133Kprogram expense
02

Robbie Page Memorial

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

$93Kprogram expense
03

Named Scholarships and Destination Sigma Scholarships

Named scholarships are established for the purpose of awarding scholarships to an undergraduate or graduate sorority member. Qualification depends on merit, academic acheivement and other criteria. Destination sigma scholarships are small scholarships for chapter delegates to attend leadership programs.

$93Kprogram 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
Sigma Sigma Sigma INC Group ReturnFY2024$42K
Fidelity Investments Charitable Gift FundFY2024$6K
American Online Giving Foundation INCFY2024$6K
Jpmorgan Chase FoundationFY2024$2K
Edward Jones FoundationFY2024$550
Total grants receivedfrom 5 funders$56K
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 FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.1M
Ln 12
Gifts and grantsLn 1h$992K
Investment incomeLn 3$90K
Money outPt IX
$822K
Ln 25
Programscol B$377K
Managementcol C$280K
Fundraisingcol D$165K
Owns and owesPt X
$2.4M
net assets · Ln 32
Cash and savingsLn 1–2$665K
Total assetsLn 16$2.4M
LiabilitiesLn 26$86K
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$992K
Noncash giftsLn 1g$28K
Investment incomeLn 3$90K
Gains on assetsLn 7$26K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$665K
SavingsLn 2$0
Cash and savings togetherLn 1–2$665K
InvestmentsLn 11–13$1.6M
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$2.4M
LiabilitiesLn 26$86K
Net assetsLn 32$2.4M
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 FY22End FY22
Cash and savingsLn 1–2$512K$665K
InvestmentsLn 11–13$1.9M$1.6M
Land, buildings, equipmentLn 10c$5K$0
Total assetsLn 16$2.4M$2.4M
LiabilitiesLn 26$124K$86K
Net assetsLn 32$2.3M$2.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$89K$89K
Grants to domestic individualsLn 2$60K$60K
Pay of current officers, directors and key staffLn 5$138K$71K$28K$40K
Other salaries and wagesLn 7$221K$90K$89K$42K
Pension plan contributionsLn 8$4K$2K$2K$713
Other employee benefitsLn 9$26K$8K$14K$4K
Payroll taxesLn 10$30K$14K$9K$7K
Legal feesLn 11b$20K$20K
Accounting feesLn 11c$42K$42K
Investment management feesLn 11f$15K$15K
Advertising and promotionLn 12$30K$30K
Office expensesLn 13$28K$16K$2K$11K
Information technologyLn 14$33K$33K
OccupancyLn 16$6K$5K$751$820
TravelLn 17$309$210$99
Conferences, conventions and meetingsLn 19$28K$11K$5K$12K
Depreciation, depletion and amortizationLn 22$5K$5K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$44K$11K$15K$18K
Total functional expensesLn 25$822K$377K$280K$165K

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 Viewing $1.1M$822K$260K$2.4M 990 PDF
FY2021 $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 R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $1,081,852 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $754,493$992,252
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $181,762$89,600
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $936,255$1,081,852
I-13 Grants and similar amounts paidPrior year $174,515$149,848
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $407,329$419,698
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $171,417$252,462
I-18 Total expensesPrior year $753,261$822,008
I-19 Revenue less expensesPrior year $182,994$259,844
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 $1,081,852 across 6 lines filed
VIII-1f All other contributions, gifts and grants$992,252
VIII-1g Noncash contributions (included above)$28,295
VIII-1h Total contributions, gifts and grants$992,252
VIII-3 Investment incomeExcluded from tax $64,044$64,044
VIII-7 Net gain or loss on sales of assetsExcluded from tax $25,556$25,556
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $89,600$1,081,852
Part IX · Statement of functional expenses $822,008 across 19 lines filed
IX-1 Grants to domestic organizationsPrograms $89,388$89,388
IX-2 Grants to domestic individualsPrograms $60,460$60,460
IX-5 Pay of current officers, directors and key staffPrograms $70,579 · Management $27,678 · Fundraising $40,133$138,390
IX-7 Other salaries and wagesPrograms $90,280 · Management $89,262 · Fundraising $41,767$221,309
IX-8 Pension plan contributionsPrograms $1,776 · Management $1,944 · Fundraising $713$4,433
IX-9 Other employee benefitsPrograms $8,170 · Management $13,539 · Fundraising $4,183$25,892
IX-10 Payroll taxesPrograms $13,801 · Management $9,253 · Fundraising $6,620$29,674
IX-11b Legal feesManagement $19,653$19,653
IX-11c Accounting feesManagement $41,818$41,818
IX-11f Investment management feesManagement $14,684$14,684
IX-12 Advertising and promotionFundraising $29,717$29,717
IX-13 Office expensesPrograms $15,706 · Management $1,675 · Fundraising $10,861$28,242
IX-14 Information technologyManagement $32,679$32,679
IX-16 OccupancyPrograms $4,789 · Management $751 · Fundraising $820$6,360
IX-17 TravelManagement $210 · Fundraising $99$309
IX-19 Conferences, conventions and meetingsPrograms $10,756 · Management $5,284 · Fundraising $11,631$27,671
IX-22 Depreciation, depletion and amortizationManagement $4,694$4,694
IX-23 InsuranceManagement $2,359$2,359
IX-24 Other expenses (24a–d)Programs $10,901 · Management $14,929 · Fundraising $18,446$44,276
IX-25 Total functional expensesPrograms $376,606 · Management $280,412 · Fundraising $164,990$822,008
Part X · Balance sheet $2,439,756 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $511,564$665,331
X-2 Savings and temporary cash investmentsStart of year $0$0
X-3 Pledges and grants receivableStart of year $5,416$138,749
X-9 Prepaid expenses and deferred chargesStart of year $341$5,245
X-10c Land, buildings and equipment, netStart of year $4,694$0
X-11 Publicly traded securitiesStart of year $1,920,028$1,630,431
X-15 Other assetsStart of year $2,199$0
X-16 Total assetsStart of year $2,444,242$2,439,756
X-17 Accounts payable and accrued expensesStart of year $30,081$20,882
X-18 Grants payableStart of year $93,752$65,059
X-26 Total liabilitiesStart of year $123,833$85,941
X-27 Net assets without donor restrictionsStart of year $612,495$632,470
X-28 Net assets with donor restrictionsStart of year $1,707,914$1,721,345
X-32 Total net assets or fund balancesStart of year $2,320,409$2,353,815
X-33 Total liabilities and net assetsStart of year $2,444,242$2,439,756
Part XI · Reconciliation of net assets $2,353,815 net assets at year end
XI-1 Total revenue$1,081,852
XI-2 Total expenses$822,008
XI-3 Revenue less expenses$259,844
XI-4 Net assets at start of year$2,320,409
XI-5 Net unrealized gains (losses) on investments−$226,438
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,353,815

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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