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 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 small nonprofit that reported $833K in total revenue in fiscal year 2018. Net assets of $1.9M represent 27 months of operating reserves.

Mission

TO PROVIDE FUNDING FOR LEADERSHIP TRAINING, SCHOLARSHIPS, AND CHILD LIFE THERAPY PROGRAM.

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Trantor Score

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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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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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