philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Trojan Sig Foundation FY2021 filing

Tax-deductible

Los Angeles, CA501(c)(3)Since 2019Foundations & GrantmakersEIN 83-2880858Revenue $473K in FY2021

On file with the IRS10960 Wilshire Blvd, 90024-3702 · Los Angeles, CATax-exempt since Aug 2019Publicly supported charity — 170(b)(1)(A)(vi)

This page gets seen. Tell your story. Claim this org.

To aid, encourage, promote, and contribute to the education and welfare of past, current and future members of the Alpha Upsilon Chapter of Sigma Chi Fraternity, at the University of Southern California, and provide grants to or for the benefit of the Chapter and/or to a supporting house corporation.

501(c)(3) charity; gifts are tax-deductible.
97¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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 $440K a year · 59% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
97%
of spending
Looks good: 97% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 1.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $32K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 5 voting members
Concern: none of 5 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$473K
+20% vs prior year
Spent
$736K
To programs
97%
Net assets
$119K
By yearFY2020–FY2025
Revenue
$473K
FY2021▲ +20%
Tap a bar for its year
Revenue by fiscal year
FY2020$396K
FY2021$473K
FY2022$1.3M
FY2023$509K
FY2024$817K
FY2025$949K
Expenses
$736K
FY2021▲ ×41
Tap a bar for its year
Expenses by fiscal year
FY2020$18K
FY2021$736K
FY2022$539K
FY2023$128K
FY2024$150K
FY2025$253K
Net assets
$119K
FY2021▼ -69%
Tap a bar for its year
Net assets by fiscal year
FY2020$382K
FY2021$119K
FY2022$901K
FY2023$1.3M
FY2024$1.9M
FY2025$2.6M

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

Form 990 (PDF) Claim
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 Aug 2019.

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

Where the money goes

97 cents of each dollar spent went to programs.

Program services 97% · $713K Fundraising 3% · $23K

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

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$0Pt VII · Sec A
Robert Vogelzang
Vice-President
$0Pt VII · Sec A
Lacy Marlette
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Jim Burk
Director
$0Pt VII · Sec A
See Trojan Sig Foundation executive salaries →

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

Something off? The org can add a note here. Claim this org to fix it.

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

Supports USC's Sigma Chi fraternity members' education and welfare through grants.

Questions for Trojan Sig Foundation

Tap to ask. Trojan Sig Foundation sees how many people are interested.

Your first name shows with your question. Trojan Sig Foundation answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

3 programs · $713K · in their own filed words · FY2020
01

Grants and other assistance to domestic organizations

$693Kprogram expense
02

Professional services

$20Kprogram expense
03

Conferences, conventions, and meetings

$192program 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
Fidelity Investments Charitable Gift FundFY2024$32K
Total grants receivedfrom 1 funder$32K
Grants paid · 3 grants · $1.1M · 2019–2021
Trojan Sig Foundation INCCA · FY2021$375,000
Trojan Sig Foundation INCCA · FY2020$693,000
Trojan Sig Foundation INCCA · FY2019$15,956

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$473K
Ln 12
Gifts and grantsLn 1h$462K
Investment incomeLn 3$11K
Money outPt IX
$736K
Ln 25
Programscol B$713K
Fundraisingcol D$23K
Owns and owesPt X
$119K
net assets · Ln 32
Cash and savingsLn 1–2$89K
Total assetsLn 16$119K
LiabilitiesLn 26$0
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$462K
Investment incomeLn 3$11K
Total revenueLn 12$473K
Assets in detailPt X, end of year
CashLn 1$89K
Cash and savings togetherLn 1–2$89K
Other assetsLn 15$30K
Total assetsLn 16$119K
LiabilitiesLn 26$0
Net assetsLn 32$119K
OperationsPt I, VI
EmployeesI 50
VolunteersI 65
Fiscal year endsHeaderJuly
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$31K$89K
Total assetsLn 16$382K$119K
LiabilitiesLn 26$0$0
Net assetsLn 32$382K$119K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$693K$693K
Legal feesLn 11b$2K$2K$0$0
Accounting feesLn 11c$4K$4K$0$0
Professional fundraising feesLn 11e$23K$23K
Other fees for servicesLn 11g$13K$13K$0$0
Office expensesLn 13$120$120$0$0
Conferences, conventions and meetingsLn 19$192$192$0$0
Total functional expensesLn 25$736K$713K$0$23K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $949K$253K$695K$2.6M 990 PDF
FY2024 $817K$150K$667K$1.9M 990 PDF
FY2023 $509K$128K$381K$1.3M 990 PDF
FY2022 $1.3M$539K$782K$901K 990 PDF
FY2021 Viewing $473K$736K−$263K$119K 990 PDF
FY2020 $396K$18K$378K$382K 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 FY2021 990 (6 parts)
Part I · Summary $473,101 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $395,500$462,000
I-9 Program service revenue$0
I-10 Investment income$11,101
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $395,500$473,101
I-13 Grants and similar amounts paidPrior year $15,959$693,000
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$22,731
I-17 Other expensesPrior year $1,826$20,208
I-18 Total expensesPrior year $17,785$735,939
I-19 Revenue less expensesPrior year $377,715−$262,838
Part VI · Governance 0 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members0
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $473,101 across 4 lines filed
VIII-1f All other contributions, gifts and grants$462,000
VIII-1h Total contributions, gifts and grants$462,000
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $0$11,101
VIII-12 Total revenueRelated to mission $11,101 · Unrelated business $0 · Excluded from tax $0$473,101
Part IX · Statement of functional expenses $735,939 across 7 lines filed
IX-1 Grants to domestic organizationsPrograms $693,000$693,000
IX-11b Legal feesPrograms $2,129 · Management $0 · Fundraising $0$2,129
IX-11c Accounting feesPrograms $4,300 · Management $0 · Fundraising $0$4,300
IX-11e Professional fundraising feesFundraising $22,731$22,731
IX-11g Other fees for servicesPrograms $13,467 · Management $0 · Fundraising $0$13,467
IX-13 Office expensesPrograms $120 · Management $0 · Fundraising $0$120
IX-19 Conferences, conventions and meetingsPrograms $192 · Management $0 · Fundraising $0$192
IX-25 Total functional expensesPrograms $713,208 · Management $0 · Fundraising $22,731$735,939
Part X · Balance sheet $119,308 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $31,145$89,308
X-15 Other assetsStart of year $351,000$30,000
X-16 Total assetsStart of year $382,145$119,308
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $382,145$119,308
X-33 Total liabilities and net assetsStart of year $382,145$119,308
Part XI · Reconciliation of net assets $119,308 net assets at year end
XI-1 Total revenue$473,101
XI-2 Total expenses$735,939
XI-3 Revenue less expenses−$262,838
XI-4 Net assets at start of year$382,145
XI-8 Prior period adjustments$1
XI-10 Net assets at end of year$119,308

Form 990 e-file (XML) FY2021 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

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.