Form 990 for tax year 2022
Filed by SIGMA NU ALUMNI SCHOLARSHIP FUND.
Totals
- Total revenue
- $140,977
- Total expenses
- $128,868
- Contributions and grants received
- $71,637
- Grants paid
- $116,115
- Program service revenue
- $0
- Investment income
- $69,340
- Other revenue
- $0
- Total assets, end of year
- $2,381,929
- Total liabilities, end of year
- $375,293
- Net assets or fund balances, end of year
- $2,006,636
- Program services expenses (Part IX)
- $122,868
- Management and general expenses
- $0
- Fundraising expenses
- $6,000
- Program service expenses (Part III)
- $122,868
Program services were 95.3% 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
$71,637
-
3 · Investment income
total $69,340 · unrelated business $0 · excluded $0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $19,706 · program services $19,706
-
2 · Grants to domestic individuals
total $96,409 · program services $96,409
-
11c · Fees: accounting
total $6,300 · program services $6,300 · management and general $0 · fundraising $0
-
11e · Fees: professional fundraising services
total $6,000 · fundraising $6,000
-
11f · Fees: investment management
total $42 · program services $42 · management and general $0 · fundraising $0
-
13 · Office expenses
total $411 · program services $411 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $9,919 · end of year $5,300
-
7 · Other notes and loans receivable
end of year $250,000
-
9 · Prepaid expenses and deferred charges
beginning of year $1,500 · end of year $1,500
-
13 · Investments: program-related
beginning of year $2,147,102 · end of year $2,125,129
-
25 · Other liabilities
beginning of year $163,995 · end of year $375,293
-
31 · Retained earnings, endowment or other funds
beginning of year $1,994,526 · end of year $2,006,636
Mission and programs · 2022
Mission
Providing scholastic grants to undergraduate students at UCLA.
-
Scholarships
Expenses $96,409 · Grants $96,409 · Revenue $71,637
-
Education-Related Reimbursements
Expenses $19,706 · Grants $19,706
-
Operating Expenses
Expenses $6,753 · Revenue $69,340
As filed on the 2022 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
-
Educational
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 June 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421659349301527
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