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Trojan Sig Foundation FY2024 filing

Tax-deductible

Los Angeles, CA501(c)(3)Since 2019Foundations & Grantmakers EIN 83-2880858Revenue $817K in FY2024

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

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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.
28¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
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
28%
of spending
Concern: 28% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
156 mo
of spending, in cash
Looks good: 155.7 months of spending in cash; 3 or more.
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
$817K
+60% vs prior year
Spent
$150K
To programs
28%
Net assets
$1.9M
By yearFY2020–FY2025
Revenue
$817K
FY2024▲ +60%
Tap a bar for its year
Revenue by fiscal year
FY2020$396K
FY2021$473K
FY2022$1.3M
FY2023$509K
FY2024$817K
FY2025$949K
Expenses
$150K
FY2024▲ +17%
Tap a bar for its year
Expenses by fiscal year
FY2020$18K
FY2021$736K
FY2022$539K
FY2023$128K
FY2024$150K
FY2025$253K
Net assets
$1.9M
FY2024▲ +52%
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 FY2024 Form 990 (year ending July 2024) · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2024 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

28 cents of each dollar spent went to programs.

Program services 28% · $42K Fundraising 72% · $108K

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

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$0Pt VII · Sec A
Robert Vogelzang
Vice-President
$0Pt VII · Sec A
Kendall Young
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Jim Burk
Director
$0Pt VII · Sec A
See Trojan Sig 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 15aNo

Programs and updates

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

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Provided by the organization

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2 programs · $42K · in their own filed words · FY2023
01

Capital Campaign Expense

$34Kprogram expense
02

Operating Expense

$8Kprogram 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 FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$817K
Ln 12
Gifts and grantsLn 1h$791K
Investment incomeLn 3$26K
Money outPt IX
$150K
Ln 25
Programscol B$42K
Fundraisingcol D$108K
Owns and owesPt X
$1.9M
net assets · Ln 32
Cash and savingsLn 1–2$1.9M
Total assetsLn 16$1.9M
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$791K
Investment incomeLn 3$26K
Total revenueLn 12$817K
Assets in detailPt X, end of year
CashLn 1$595K
SavingsLn 2$1.4M
Cash and savings togetherLn 1–2$1.9M
Total assetsLn 16$1.9M
LiabilitiesLn 26$0
Net assetsLn 32$1.9M
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 FY24End FY24
Cash and savingsLn 1–2$1.3M$1.9M
Total assetsLn 16$1.3M$1.9M
LiabilitiesLn 26$0$0
Net assetsLn 32$1.3M$1.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$7K$7K$0$0
Professional fundraising feesLn 11e$108K$108K
Office expensesLn 13$2K$2K$0$0
InsuranceLn 23$716$716$0$0
All other expensesLn 24e$33K$33K$0$0
Total functional expensesLn 25$150K$42K$0$108K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $949K$253K$695K$2.6M 990 PDF
FY2024 Viewing $817K$150K$667K$1.9M 990 PDF
FY2023 $509K$128K$381K$1.3M 990 PDF
FY2022 $1.3M$539K$782K$901K 990 PDF
FY2021 $473K$736K−$263K$119K 990 PDF
FY2020 $396K$18K$378K$382K 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 O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $817,392 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $507,650$791,246
I-9 Program service revenue$0
I-10 Investment incomePrior year $1,754$26,146
I-11 Other revenue$0
I-12 Total revenuePrior year $509,404$817,392
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 $84,000$108,000
I-17 Other expensesPrior year $44,351$42,207
I-18 Total expensesPrior year $128,351$150,207
I-19 Revenue less expensesPrior year $381,053$667,185
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 $817,392 across 4 lines filed
VIII-1f All other contributions, gifts and grants$791,246
VIII-1h Total contributions, gifts and grants$791,246
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $0$26,146
VIII-12 Total revenueRelated to mission $26,146 · Unrelated business $0 · Excluded from tax $0$817,392
Part IX · Statement of functional expenses $150,207 across 5 lines filed
IX-11c Accounting feesPrograms $6,600 · Management $0 · Fundraising $0$6,600
IX-11e Professional fundraising feesFundraising $108,000$108,000
IX-13 Office expensesPrograms $1,740 · Management $0 · Fundraising $0$1,740
IX-23 InsurancePrograms $716 · Management $0 · Fundraising $0$716
IX-24e All other expensesPrograms $33,151 · Management $0 · Fundraising $0$33,151
IX-25 Total functional expensesPrograms $42,207 · Management $0 · Fundraising $108,000$150,207
Part X · Balance sheet $1,949,519 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $452,303$594,837
X-2 Savings and temporary cash investmentsStart of year $830,032$1,354,682
X-16 Total assetsStart of year $1,282,335$1,949,519
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $1,282,335$1,949,519
X-33 Total liabilities and net assetsStart of year $1,282,335$1,949,519
Part XI · Reconciliation of net assets $1,949,519 net assets at year end
XI-1 Total revenue$817,392
XI-2 Total expenses$150,207
XI-3 Revenue less expenses$667,185
XI-4 Net assets at start of year$1,282,335
XI-8 Prior period adjustments−$1
XI-10 Net assets at end of year$1,949,519

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

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