SIGMA PHI EPSILON EDUCATIONAL FOUNDATION

EIN: 546053821 501(c)(3) Education

RICHMOND, VA

Total Revenue
$9,212,112
Total Expenses
$6,160,460
Total Assets
$56,682,775
Net Assets
$56,353,433
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1943
Legal Domicile
VA
Principal Officer
EDWARD H HAMMOND PHD
Phone
8043531901
Tax Period
2024-07-01 to 2025-06-30

SIGMA PHI EPSILON EDUCATIONAL FOUNDATION, founded in 1943, is a community nonprofit in the Education sector that reported $9.2M in total revenue in fiscal year 2024. Revenue surged 88% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.1M, a strong 33% operating margin.

Mission

TO STIMULATE INTELLECTUAL ACHIEVEMENT, PROMOTE MORALITY AND CITIZENSHIP AND ENCOURAGE PHYSICAL AND SOCIAL DEVELOPMENT AT CHAPTERS OF SIGMA PHI EPSILON FRATERNITY.

Program Service Accomplishments

Program 1
Expenses: $1,764,594

TO ADVANCE THE MISSION OF SIGMA PHI EPSILON FRATERNITY OF "BUILDING BALANCED MEN" BY PROVIDING GRANTS TO SIG EP LEAD FUND TO FUND THE FOLLOWING PROGRAMS:PROGRAMS AND EVENT STAFFINGCARLSON LEADERSHIP...

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TO ADVANCE THE MISSION OF SIGMA PHI EPSILON FRATERNITY OF "BUILDING BALANCED MEN" BY PROVIDING GRANTS TO SIG EP LEAD FUND TO FUND THE FOLLOWING PROGRAMS:PROGRAMS AND EVENT STAFFINGCARLSON LEADERSHIP ACADEMIES: FOR BROTHERS WHO HAVE SHOWN A DESIRE TO LEAD THEIR CHAPTER, CARLSON OFFERS TRAINING IN LEADERSHIP TECHNIQUES, PROBLEM-SOLVING AS A TEAM, GOAL-SETTING AND EXECUTION. THE ACADEMY IS FACILITATED BY ALUMNI WITH YEARS OF SIGEP INVOLVEMEN AND SENIOR LEADERSHIP EXPERIENCE. CHAPTER LEADERS LEAVE WITH INCREASED KNOWLEDGE AND CONFIDENCE IN THEIR ABILITY TO CREATE A POSITIVE ENVIRONMENT FOR THEIR BROTHERS TO GROW.RUCK LEADERSHIP INSTITUTE: AN INTENSE 5-DAY EVENT FOR THE FRATERNITY'S TOP RISING LEADERS. CURRICULUM IS BASED ON THE LEADERSHIP CHALLENGE AND FOCUSES ON TEACHING THE FEW TO IMPACT THE MANY THAT WILL FOLLOW THEM.TRAGOS QUEST TO GREECE SCHOLARS: TRAGOS QUEST TO GREECE: AN INTERNATIONAL EXPERIENCE TO DISCOVER THE BIRTHPLACE OF WESTERN CIVILIZATION AND SOUND MIND AND BODY.LIFE AFTER COLLEGE: LIFE AFTER COLLEGE ENGAGES INDUSTRY-LEADING PROFESSIONALS TO PREPARE UNDERGRADUATES FOR THEIR FUTURE CAREERS. GOING BEYOND A TYPICAL CAMPUS CAREER CENTER, BROTHERS RECEIVE CRUCIAL SKILLS TRAINING AND AN UNDERSTANDING OF HOW TO TRANSLATE THEIR SIGEP INVOLVEMENT TO THE PROFESSIONAL WORLD. ATTENDESS RECEIVE ONE-ON-ONE CAREER COACHING AS WELL AS EDUCATION ON TOPICS LIKE FINANIAL RESPONSIBILITY, INTERVIEW SKILLS, RESUME BUILDING AND PERSONAL GOALS.

Program 2
Expenses: $851,809

CHAPTER RESTRICTED & ENDOWED SCHOLARSHIPS - SCHOLARSHIP AWARDS FOR TUITION, BOOKS AND ROOM AND BOARD TO STUDENTS AT CAMPUSES NATIONWIDE, BASED ON ACADEMIC ACHIEVEMENT, CHAPTER LEADERSHIP, CAMPUS AND...

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CHAPTER RESTRICTED & ENDOWED SCHOLARSHIPS - SCHOLARSHIP AWARDS FOR TUITION, BOOKS AND ROOM AND BOARD TO STUDENTS AT CAMPUSES NATIONWIDE, BASED ON ACADEMIC ACHIEVEMENT, CHAPTER LEADERSHIP, CAMPUS AND COMMUNITY SERVICE, AND FINANCIAL NEED. SCHOLARSHIP AWARDS MADE FROM ENDOWMENTS ESTABLISHED FOR A SPECIFIC PURPOSE ARE MADE TO STUDENTS NATIONWIDE FOR TUITION, BOOKS AND ROOM AND BOARD AWARDS.

Program 3
Expenses: $1,868,358

RESIDENTIAL LEARNING COMMUNITY GRANTS - GRANTS MADE FOR CHAPTER HOUSING THAT EXPANDS FACULTY CONNECTION AND IMPLEMENTS NEW INITIATIVES TO CREATE A LEARNING ENVIRONMENT WHERE STUDENTS ARE SURROUNDED...

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RESIDENTIAL LEARNING COMMUNITY GRANTS - GRANTS MADE FOR CHAPTER HOUSING THAT EXPANDS FACULTY CONNECTION AND IMPLEMENTS NEW INITIATIVES TO CREATE A LEARNING ENVIRONMENT WHERE STUDENTS ARE SURROUNDED BY RESPONSIBLE PEERS AND UNIVERSITY FACULTY WHO ARE COMMITTED TO HELPING THEM SUCCEED INSIDE AND OUTSIDE THE CLASSROOM.

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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 $8,660,089
Program Service Revenue $0
Investment Income $334,202
Other Revenue $217,821
TOTAL REVENUE $9,212,112

Expense Breakdown

Grants Paid $4,484,761
Salaries & Benefits $631,068
Fundraising Expenses $919,376
Program Expenses $4,484,761
Other Expenses $1,044,631
TOTAL EXPENSES $6,160,460

Year-over-Year Comparison

2024 2023 Change
Revenue $9,212,112 $4,893,173 +0.9%
Expenses $6,160,460 $6,186,908 0.0%
Net Income $3,051,652 $-1,293,735 -3.4%
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
3
Independent Members
3
Employees
N/A
Volunteers
10

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
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHARLES AMATO TRUSTEE 1.00
Director
$0 $0 $0
CHRISTOPHER BITTMAN TRUSTEE 1.00
Director
$0 $0 $0
MATT ENGELHARDT TRUSTEE 1.00
Director
$0 $0 $0
GARRY C KIEF TRUSTEE 1.00
Director
$0 $0 $0
BILL MCCAUSLAND TRUSTEE 1.00
Director
$0 $0 $0
DR PERRY MOULDS TRUSTEE 1.00
Director
$0 $0 $0
MATT PARRISH TRUSTEE 1.00
Director
$0 $0 $0
MICHAEL WATFORD TRUSTEE 1.00
Director
$0 $0 $0
RICHARD W BENNETT III PRESIDENT 1.00
Officer Director
$0 $0 $0
MATTHIEU DUNCAN TREASURER 1.00
Officer Director
$0 $0 $0
DR GRANT BUTTRAM SECRETARY 1.00
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 No data No data No data No data
2025 $9,212,112 $6,160,460 $56,682,775 $3,051,652
2024 $4,893,173 $6,186,908 $48,071,697 $-1,293,735
2023 $4,762,895 $5,880,837 $44,674,912 $-1,117,942
2022 $18,880,897 $2,446,678 $43,580,901 $16,434,219
2021 $3,895,971 $1,714,588 $31,176,872 $2,181,383
2020 $5,720,976 $2,190,357 $23,364,201 $3,530,619
2019 $3,827,453 $2,278,584 $21,022,073 $1,548,869
2018 $4,515,680 $3,766,911 $19,329,212 $748,769
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