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Nonprofiteer
← SIGMA NU ALUMNI SCHOLARSHIP FUND

Form 990 for tax year 2024

Filed by SIGMA NU ALUMNI SCHOLARSHIP FUND.

Totals

Total revenue
$410,551
Total expenses
$111,437
Contributions and grants received
$185,256
Grants paid
$92,535
Program service revenue
$0
Investment income
$225,295
Other revenue
$0
Total assets, end of year
$3,130,993
Total liabilities, end of year
$776,827
Net assets or fund balances, end of year
$2,354,166
Program services expenses (Part IX)
$100,937
Management and general expenses
$0
Fundraising expenses
$10,500
Program service expenses (Part III)
$100,937

Program services were 90.6% 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

    $185,256

  • 1g · Noncash contributions included above

    $116,756

  • 3 · Investment income

    total $225,295 · unrelated business $0 · excluded $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $20,167 · program services $20,167

  • 2 · Grants to domestic individuals

    total $72,368 · program services $72,368

  • 11c · Fees: accounting

    total $7,500 · program services $7,500 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $10,500 · fundraising $10,500

  • 11f · Fees: investment management

    total $42 · program services $42 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $860 · program services $860 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $20,997 · end of year $18,779

  • 7 · Other notes and loans receivable

    beginning of year $230,613 · end of year $205,238

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,500 · end of year $6,000

  • 13 · Investments: program-related

    beginning of year $2,572,077 · end of year $2,900,976

  • 25 · Other liabilities

    beginning of year $775,299 · end of year $776,827

  • 31 · Retained earnings, endowment or other funds

    beginning of year $2,052,888 · end of year $2,354,166

Mission and programs · 2024

Mission

Providing scholastic grants to undergraduate students at UCLA.

  • Scholarships

    Expenses $72,368 · Grants $72,368 · Revenue $185,256

  • Education-Related Reimbursements

    Expenses $20,167 · Grants $20,167

  • Operating Expenses

    Expenses $8,402 · Revenue $225,295

As filed on the 2024 return.

Listed in Part VII

  • Peter Merlone

    President

    Total calculated
    $0
    Hours/week
    2

  • Daniel Jordan

    Vice-President

    Total calculated
    $0
    Hours/week
    2

  • Brian Zirbel

    Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Scott McPherson

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Jay Shepherd

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Dave Obbage

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Steve Layton

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Steve Fulton

    Board Member

    Total calculated
    $0
    Hours/week
    2

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.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
19 May 2026
IRS schema version
2024v5.2
Source object
202601399349301530

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