SIGMA SIGMA SIGMA FOUNDATION

EIN: 521370798 501(c)(3)

CHAPEL HILL, NC

Total Revenue
$1,044,835
Total Expenses
$1,008,463
Total Assets
$3,114,821
Net Assets
$3,010,095
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
VA
Principal Officer
SHELLY BATEMAN
Phone
5404594212
Tax Period
2024-07-01 to 2025-06-30

SIGMA SIGMA SIGMA FOUNDATION, founded in 1984, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $1.0M left a modest 3% surplus.

Mission

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.

Program Service Accomplishments

Program 1
Expenses: $127,796

AWARDING MERIT-BASED AND NEEDS BASED ACADEMIC SCHOLARSHIPS TO UNDERGRADUATE AND GRADUATE WOMEN AFFILIATED WITH SIGMA SIGMA SIGMA. DESTINATION SIGMA: EDUCATIONAL SCHOLARSHIPS SUPPORTING PARTICIPATION...

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AWARDING MERIT-BASED AND NEEDS BASED ACADEMIC SCHOLARSHIPS TO UNDERGRADUATE AND GRADUATE WOMEN AFFILIATED WITH SIGMA SIGMA SIGMA. DESTINATION SIGMA: EDUCATIONAL SCHOLARSHIPS SUPPORTING PARTICIPATION IN STRUCTURED LEADERSHIP DEVELOPMENT PROGRAMMING.

Program 2
Expenses: $73,728

ESTABLISHED FOR THE PURPOSE OF AWARDING GRANTS SUPPORTING CHILD LIFE THERAPY AND PEDIATRIC HEALTHCARE SERVICES THROUGH PROGRAMMATIC SUPPORT PROVIDED THROUGH HOSPITALS AND COMMUNITY HEALTHCARE...

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ESTABLISHED FOR THE PURPOSE OF AWARDING GRANTS SUPPORTING CHILD LIFE THERAPY AND PEDIATRIC HEALTHCARE SERVICES THROUGH PROGRAMMATIC SUPPORT PROVIDED THROUGH HOSPITALS AND COMMUNITY HEALTHCARE PROVIDERS.

Program 3
Expenses: $191,694

ESTABLISHED TO PROVIDE STRUCTURED EDUCATIONAL LEADERSHIP DEVELOPMENT PROGRAMMING DESIGNED TO ENHANCE PERSONAL, PROFESSIONAL, AND CIVIC LEADERSHIP SKILLS FOR WOMEN.

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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 $970,921
Program Service Revenue $0
Investment Income $73,914
Other Revenue $0
TOTAL REVENUE $1,044,835

Expense Breakdown

Grants Paid $176,357
Salaries & Benefits $469,261
Fundraising Expenses $185,224
Program Expenses $491,523
Other Expenses $362,845
TOTAL EXPENSES $1,008,463

Year-over-Year Comparison

2024 2023 Change
Revenue $1,044,835 $1,313,845 -0.2%
Expenses $1,008,463 $931,330 +0.1%
Net Income $36,372 $382,515 -0.9%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
15
Independent Members
15
Employees
5
Volunteers
225

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
$121,963
Total Directors
16
$121,963
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHELLY BATEMAN EXECUTIVE DIRECTOR 40.00
Officer Director
$120,400 $1,563 $121,963
JEANMARIE KOMYATHY BOARD CHAIR 5.00
Officer Director
$0 $0 $0
MICHELLE TANTILLO VICE CHAIR 5.00
Officer Director
$0 $0 $0
BRENDA OSTERMAN RAY TREASURER 5.00
Officer Director
$0 $0 $0
HEATHER CRUZ SECRETARY 5.00
Officer Director
$0 $0 $0
LINDA BLUME BOARD MEMBER 5.00
Director
$0 $0 $0
CAMILLE CHASTEEN BOARD MEMBER 5.00
Director
$0 $0 $0
RENEE KRIES BOARD MEMBER 5.00
Director
$0 $0 $0
KAREN LOWERR BOARD MEMBER 5.00
Director
$0 $0 $0
NANCY MCGOWAN BOARD MEMBER 5.00
Director
$0 $0 $0
ALLY SIMON BOARD MEMBER 5.00
Director
$0 $0 $0
MINDI MAJOR BOARD MEMBER 5.00
Director
$0 $0 $0
GINA DICKINSON BOARD MEMBER 5.00
Director
$0 $0 $0
LAURI WINGENROTH BOARD MEMBER 5.00
Director
$0 $0 $0
BONNIE RAINEY EX OFFICIO/NATIONAL TREAS. 5.00
Director
$0 $0 $0
JOYCE O'DANIEL EX OFFICIO/NATIONAL PRES. 5.00
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 $1,044,835 $1,008,463 $3,114,821 $36,372
2024 $1,313,845 $931,330 $3,014,254 $382,515
2023 $818,284 $891,196 $2,650,353 $-72,912
2022 $1,081,852 $822,008 $2,439,756 $259,844
2021 $936,255 $753,261 $2,444,242 $182,994
2020 $857,688 $735,020 $2,047,355 $122,668
2019 $833,423 $899,806 $2,087,845 $-66,383
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