Totals
- Total revenue
- $1,830,393
- Total expenses
- $2,158,081
- Contributions and grants received
- $48,987
- Grants paid
- $220,412
- Program service revenue
- $1,263,375
- Investment income
- -$108,961
- Other revenue
- $626,992
- Total assets, end of year
- $7,985,659
- Total liabilities, end of year
- $3,927,195
- Net assets or fund balances, end of year
- $4,058,464
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $430,636
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$48,987
-
2a · Program service revenue: MEMBERSHIP DUES
total $1,022,992 · unrelated business $0 · excluded $0
-
2b · Program service revenue: CHAPTER LOAN INTEREST
total $92,955 · unrelated business $0 · excluded $0
-
2c · Program service revenue: LEADERSHIP CONFERENCE
total $46,200 · unrelated business $0 · excluded $0
-
2d · Program service revenue: CONVENTION INCOME
total $101,228 · unrelated business $0 · excluded $0
-
3 · Investment income
total $161,536 · unrelated business $0 · excluded $0
-
5 · Royalties
total $10,064 · related or exempt $0 · unrelated business $10,064 · excluded $0
-
7c · Gain or loss
securities -$270,497
-
7d · Net gain or loss
total -$270,497 · related or exempt -$270,497 · unrelated business $0 · excluded $0
-
10a · Gross sales of inventory
$16,950
-
10b · Cost of goods sold
$12,268
-
10c · Net income from sales of inventory
total $4,682 · related or exempt $4,682
-
11a · Other revenue: ADMINISTRATIVE FEE
total $583,468 · related or exempt $291,734 · unrelated business $291,734 · excluded $0
-
11b · Other revenue: MISCELLANEOUS
total $1,178 · related or exempt $1,178 · unrelated business $0 · excluded $0
-
11c · Other revenue: ADMINISTRATIVE FEE REIMBURSEMENT
total $27,600 · related or exempt $27,600 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$612,246
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $220,412 · program services $0
-
5 · Compensation of officers, directors and key employees
total $274,053 · program services $0 · management and general $0 · fundraising $0
-
7 · Other salaries and wages
total $459,335 · program services $0 · management and general $0 · fundraising $0
-
8 · Pension plan contributions
total $14,070 · program services $0 · management and general $0 · fundraising $0
-
9 · Other employee benefits
total $77,680 · program services $0 · management and general $0 · fundraising $0
-
10 · Payroll taxes
total $64,820 · program services $0 · management and general $0 · fundraising $0
-
11b · Fees: legal
total $16,055 · program services $0 · management and general $0 · fundraising $0
-
11c · Fees: accounting
total $37,225 · program services $0 · management and general $0 · fundraising $0
-
11f · Fees: investment management
total $25,019 · program services $0 · management and general $0 · fundraising $0
-
13 · Office expenses
total $37,737 · program services $0 · management and general $0 · fundraising $0
-
14 · Information technology
total $30,651 · program services $0 · management and general $0 · fundraising $0
-
16 · Occupancy
total $109,247 · program services $0 · management and general $0 · fundraising $0
-
17 · Travel
total $66,095 · program services $0 · management and general $0 · fundraising $0
-
19 · Conferences, conventions and meetings
total $111,073 · program services $0 · management and general $0 · fundraising $0
-
20 · Interest
total $16,861 · program services $0 · management and general $0 · fundraising $0
-
22 · Depreciation, depletion and amortization
total $2,807 · program services $0 · management and general $0 · fundraising $0
-
23 · Insurance
total $510,144 · program services $0 · management and general $0 · fundraising $0
-
24a · Other expenses: EDUCATIONAL PROGRAMS
total $99,151 · program services $0 · management and general $0 · fundraising $0
-
24b · Other expenses: OCTAGONIAN
total $29,381 · program services $0 · management and general $0 · fundraising $0
-
24c · Other expenses: EXPANSION SUPPORT
total $82,395 · program services $0 · management and general $0 · fundraising $0
-
24d · Other expenses: BAD DEBT EXPENSE
total -$140,469 · program services $0 · management and general $0 · fundraising $0
-
24e · All other expenses
total $14,339 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $198,852 · end of year $290,266
-
2 · Savings and temporary cash investments
beginning of year $672,987 · end of year $595,917
-
4 · Accounts receivable
beginning of year $120,101 · end of year $146,077
-
7 · Other notes and loans receivable
beginning of year $1,363,048 · end of year $1,488,656
-
8 · Inventories for sale or use
beginning of year $20,349 · end of year $41,647
-
9 · Prepaid expenses and deferred charges
beginning of year $71,381 · end of year $77,544
-
10a · Land, buildings and equipment: cost or other basis
$67,486
-
10b · Land, buildings and equipment: accumulated depreciation
$61,633
-
10c · Land, buildings and equipment, net
beginning of year $8,660 · end of year $5,853
-
11 · Investments: publicly traded securities
beginning of year $5,258,798 · end of year $4,801,330
-
12 · Investments: other securities
beginning of year $958,346 · end of year $538,369
-
15 · Other assets
beginning of year $7,567
-
17 · Accounts payable and accrued expenses
beginning of year $770,547 · end of year $765,539
-
19 · Deferred revenue
beginning of year $110,478 · end of year $85,149
-
22 · Loans and payables to officers and key people
beginning of year $5,000 · end of year $5,000
-
23 · Secured mortgages and notes payable
beginning of year $289,435 · end of year $270,855
-
25 · Other liabilities
beginning of year $2,615,723 · end of year $2,800,652
-
27 · Net assets without donor restrictions
beginning of year $4,868,906 · end of year $4,038,464
-
28 · Net assets with donor restrictions
beginning of year $20,000 · end of year $20,000
Mission and programs · 2022
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.
-
ORGANIZATION PROVIDES LEADERSHIP AND EDUCATIONAL PROGRAMS TO BETTER ENABLE MEMBERS FOR CITIZENSHIP, COMMUNITY SERVICE AND LEADERSHIP.
Expenses $430,636 · Grants $220,412 · Revenue $101,228
As filed on the 2022 return.
Listed in Part VII
-
Andy HustonANDY HUSTON
EXECUTIVE DIRECTOR
- Total calculated
- $139,257
- From this org
- $139,257
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Benji BearmanBENJI BEARMAN
CONSUL
- Total calculated
- $0
- Hours/week
- 1
-
Evan RemerEVAN REMER
CONSUL
- Total calculated
- $0
- Hours/week
- 1
-
Dean LambertDEAN LAMBERT
CONSUL
- Total calculated
- $0
- Hours/week
- 1
-
Daniel PuentesDANIEL PUENTES
CONSUL
- Total calculated
- $0
- Hours/week
- 1
-
Jerry ConreyJERRY CONREY
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
David KleppelDAVID KLEPPEL
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Douglas MontgomeryDOUGLAS MONTGOMERY
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Andrew PaleyANDREW PALEY
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Schedule J
Itemized on Schedule J with no Part VII listing of the same name on this return:
-
Andrew HustonANDREW HUSTON
Schedule J breakdown
- Base
- $139,258
- Bonus
- $0
- Other
- $0
- Deferred
- $2,086
- Nontaxable benefits
- $26,215
- Filer's total
- $167,559
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$48,987
EDUCATIONAL
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
SIGMA ALPHA MU ENDOWMENT FUND LLC
ENDOWMENT FUND · IN
Directly controlled by SAM FRATERNITY
-
SAM NATIONAL PROPERTIES LLC
HOUSING · IN
Directly controlled by SAM FRATERNITY
-
SAM PROPERTY MANAGEMENT LLC
MANAGEMENT · IN
Directly controlled by SAM NATIONAL PROPERTIES
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 25 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431919349300033
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