SIGMA DELTA TAU FOUNDATION INC

EIN: 351783190 501(c)(3) Education

CARMEL, IN

Total Revenue
$954,618
Total Expenses
$892,726
Total Assets
$1,731,057
Net Assets
$1,640,032
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1963
Legal Domicile
IN
Principal Officer
JAN STEPHENSON
Phone
3178467747
Tax Period
2024-07-01 to 2025-06-30

SIGMA DELTA TAU FOUNDATION INC, founded in 1963, is a small nonprofit in the Education sector that reported $955K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $893K left a modest 6% surplus.

Mission

SIGMA DELTA TAU FOUNDATION, INC WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION SUPPORTS THE EDUCATIONAL, LEADERSHIP AND PHILANTHROPIC ACTIVITIES OF SIGMA DELTA TAU MEMBERS BY PROVIDING SCHOLARSHIPS, EDUCATIONAL GRANTS, HARDSHIP SUPPORT, AND FINANCIAL GRANTS. THE FOUNDATION ALSO PROVIDES PROGRAM GRANTS TO SIGMA DELTA TAU SOCIETY, A 501(C)7 ORGANIZATION WHOSE ACTIVITIES ARE CONSISTENT WITH ENCOURAGING EACH MEMBER TO REACH THEIR FULLEST POTENTIAL BY ENRICHING THE EXPERIENCE OF WOMEN WITH SIMILAR IDEALS, BUILDING LASTING RELATIONSHIPS, PROMOTING CIVIC RESPONSIBILITY, AND FOSTERING PERSONAL GROWTH.

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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 $847,324
Program Service Revenue $0
Investment Income $107,294
Other Revenue $0
TOTAL REVENUE $954,618

Expense Breakdown

Grants Paid $658,123
Salaries & Benefits $100,419
Fundraising Expenses $64,118
Program Expenses $708,749
Other Expenses $134,184
TOTAL EXPENSES $892,726

Year-over-Year Comparison

2024 2023 Change
Revenue $954,618 $833,664 +0.1%
Expenses $892,726 $849,236 +0.1%
Net Income $61,892 $-15,572 -5.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
30

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
3
$93,330
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KRISTEN JACKSON FOUNDATION DIRECTOR 40.00
Officer
$91,500 $1,830 $93,330
ELAINE ARNOVITZ TRUSTEE 2.00
Director
$0 $0 $0
PAM BENJAMIN BORSTEIN TRUSTEE 2.00
Director
$0 $0 $0
LOUISE CHAUNCEY TRUSTEE 2.00
Director
$0 $0 $0
DEBBIE ELFANT FEINBERG TRUSTEE 2.00
Director
$0 $0 $0
HALI MYRON HERMAN TRUSTEE 2.00
Director
$0 $0 $0
KATE SHANFIELD KLEPPER TRUSTEE 2.00
Director
$0 $0 $0
MARIE LINE TRUSTEE 2.00
Director
$0 $0 $0
SUZANNE LUTZ TRUSTEE 2.00
Director
$0 $0 $0
CAREN SILVERMAN TRUSTEE 2.00
Director
$0 $0 $0
JAN BROWN STEPHENSON PRESIDENT 2.00
Officer Director
$0 $0 $0
MELINDA BORDY GROSSMAN SECRETARY/TREASURER 2.00
Officer Director
$0 $0 $0
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 $954,618 $892,726 $1,731,057 $61,892
2024 $833,664 $849,236 $1,568,158 $-15,572
2023 $647,852 $668,744 $1,469,907 $-20,892
2023 $647,852 $668,744 $1,469,907 $-20,892
2022 $704,980 $535,038 $1,455,753 $169,942
2020 $268,738 $227,158 $1,322,732 $41,580
2019 $275,070 $238,667 $1,196,717 $36,403
2018 $226,763 $313,513 $1,024,067 $-86,750
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