Sigma Alpha Mu Fraternity Inc

EIN: 131306360

INDIANAPOLIS, IN

Total Revenue
$2,538,919
Total Expenses
$2,064,482
Total Assets
$9,471,642
Net Assets
$4,491,921
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1915
Legal Domicile
IN
Phone
3177898338
Tax Period
2024-06-01 to 2025-05-31

Sigma Alpha Mu Fraternity Inc, founded in 1915, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $474K, a strong 19% operating margin.

Mission

The organization was formed to foster the development of collegiate men and our alumni by instilling strong fraternal values, offering social and service opportunities, and teaching leadership skills. We will continue to attract members of all beliefs who appreciate our great heritage as a fraternity of Jewish men.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $94,419
Program Service Revenue $2,044,420
Investment Income $388,807
Other Revenue $11,273
TOTAL REVENUE $2,538,919

Expense Breakdown

Grants Paid $77,763
Salaries & Benefits $895,686
Fundraising Expenses $0
Program Expenses $0
Other Expenses $1,091,033
TOTAL EXPENSES $2,064,482

Year-over-Year Comparison

2024 2023 Change
Revenue $2,538,919 $2,741,026 -0.1%
Expenses $2,064,482 $2,724,959 -0.2%
Net Income $474,437 $16,067 +28.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
8
Independent Members
8
Employees
19
Volunteers
150

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$197,719
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BENJI BEARMAN TREASURER 1.0
Officer Director
$0 $0 $0
DAVID KLEPPEL PRESIDENT 1.0
Officer Director
$0 $0 $0
DEAN LAMBERT VICE PRESIDENT 1.0
Officer Director
$0 $0 $0
DOUGLAS MONTGOMERY SECRETARY 1.0
Officer Director
$0 $0 $0
BRUCE HARRIS CONSUL 1.0
Director
$0 $0 $0
DAVID SACKLER CONSUL 1.0
Director
$0 $0 $0
EVAN REMER CONSUL 1.0
Director
$0 $0 $0
PATRICK WRIGHT CONSUL - EXIT 07/24 1.0
Director
$0 $0 $0
ZACKARY NEWMAN CONSUL - START 07/24 1.0
Director
$0 $0 $0
ANDY HUSTON EXECUTIVE DIRECTOR 40.0
Officer
$163,540 $34,179 $197,719
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $2,538,919 $2,064,482 $9,471,642 $474,437
2024 $2,741,026 $2,724,959 $8,344,703 $16,067
2023 $1,830,393 $2,158,081 $7,985,659 $-327,688
2022 $2,188,027 $1,941,361 $8,680,089 $246,666
2021 $2,477,421 $2,184,427 $8,869,460 $292,994
2020 $1,583,017 $2,103,723 $7,337,165 $-520,706
2019 $2,079,684 $2,426,701 $7,316,040 $-347,017
2018 $1,920,446 $2,020,951 $7,734,668 $-100,505
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