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Nonprofiteer
← SIGMA DELTA TAU FOUNDATION INC

Form 990 for tax year 2022

Filed by SIGMA DELTA TAU FOUNDATION INC.

What the amendment changed

Compared with the return it replaced , filed 13 May 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$647,852
Total expenses
$668,744
Contributions and grants received
$555,049
Grants paid
$452,931
Program service revenue
$0
Investment income
$92,803
Other revenue
$0
Total assets, end of year
$1,469,907
Total liabilities, end of year
$43,154
Net assets or fund balances, end of year
$1,426,753
Program services expenses (Part IX)
$518,081
Management and general expenses
$93,413
Fundraising expenses
$57,250
Program service expenses (Part III)
$518,081

Program services were 77.5% 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.

  • 1b · Membership dues

    $58,545

  • 1f · All other contributions, gifts and grants

    $496,504

  • 3 · Investment income

    total $30,940 · excluded $30,940

  • 7a · Gross sales of assets other than inventory

    securities $1,477,604

  • 7b · Less cost or other basis and sales expenses

    securities $1,415,741

  • 7c · Gain or loss

    securities $61,863

  • 7d · Net gain or loss

    total $61,863 · excluded $61,863

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $406,240 · program services $406,240

  • 2 · Grants to domestic individuals

    total $46,691 · program services $46,691

  • 5 · Compensation of officers, directors and key employees

    total $59,200 · program services $29,600 · fundraising $29,600

  • 7 · Other salaries and wages

    total $25,300 · management and general $25,300

  • 8 · Pension plan contributions

    total $5,191 · program services $1,818 · management and general $1,554 · fundraising $1,819

  • 10 · Payroll taxes

    total $6,205 · program services $2,174 · management and general $1,858 · fundraising $2,173

  • 11c · Fees: accounting

    total $23,994 · management and general $23,994

  • 11f · Fees: investment management

    total $8,117 · management and general $8,117

  • 12 · Advertising and promotion

    total $18,226 · program services $3,350 · management and general $1,826 · fundraising $13,050

  • 13 · Office expenses

    total $3,564 · program services $1,248 · management and general $1,067 · fundraising $1,249

  • 14 · Information technology

    total $11,210 · management and general $11,210

  • 16 · Occupancy

    total $6,000 · program services $2,102 · management and general $1,796 · fundraising $2,102

  • 17 · Travel

    total $6,846 · management and general $6,846

  • 19 · Conferences, conventions and meetings

    total $6,559 · program services $3,701 · management and general $2,858

  • 23 · Insurance

    total $888 · program services $311 · management and general $266 · fundraising $311

  • 24a · Other expenses: OTHER EXPENSES

    total $34,513 · program services $20,846 · management and general $6,721 · fundraising $6,946

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $23,685 · end of year $46,876

  • 2 · Savings and temporary cash investments

    beginning of year $310,851 · end of year $161,392

  • 4 · Accounts receivable

    end of year $31,465

  • 10a · Land, buildings and equipment: cost or other basis

    $21,073

  • 10b · Land, buildings and equipment: accumulated depreciation

    $21,073

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $1,121,217 · end of year $1,230,174

  • 17 · Accounts payable and accrued expenses

    beginning of year $38,268 · end of year $33,154

  • 25 · Other liabilities

    beginning of year $10,000 · end of year $10,000

  • 27 · Net assets without donor restrictions

    beginning of year $302,099 · end of year $296,732

  • 28 · Net assets with donor restrictions

    beginning of year $1,105,386 · end of year $1,130,021

Mission and programs · 2022

Mission

SIGMA DELTA TAU FOUNDATION, INC. WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION SUPPORTS COLLEGE EDUCATION BY AWARDING GRANTS AND SCHOLARSHIPS TO STUDENTS. THE FOUNDATION ALSO MAY PROVIDE FINANCIAL GRANTS TO SIGMA DELTA TAU SOCIETY, A 501(C)(7) ORGANIZATION WHOSE ACTIVITIES ARE CONSISTENT WITH ENCOURAGING PATRIOTISM, SCHOLARSHIP, LEADERSHIP, AND PERSONAL DEVELOPMENT OF COLLEGE STUDENTS.

  • THE FOUNDATION ISSUED GRANTS AND SCHOLARSHIPS TO INDIVIDUAL MEMBERS OF SIGMA DELTA TAU SOCIETY AND OTHER ORGANIZATIONS EXCLUSIVELY FOR EDUCATIONAL PURPOSES.

    Expenses $426,416 · Grants $426,416

  • THE FOUNDATION ISSUED AN EDUCATIONAL GRANT TO SIGMA DELTA TAU SOCIETY IN SUPPORT OF EDUCATIONAL SPEAKERS AT THE SOCIETY'S LEADERSHIP CONFERENCE.

    Expenses $26,515 · Grants $26,515

  • THE FOUNDATION PROVIDED INFORMATION TO SIGMA DELTA TAU SOCIETY MEMBERS THROUGH DEDICATED PAGES OF THE SOCIETY'S MAGAZINE AND THROUGH PUBLICATION OF A NEWSLETTER.

    Expenses $3,350

  • PROGRAM COST TO PROVIDE PROGRAMMING, EDUCATION, HOUSING, AND SUPPORT FOR STUDENTS.

    Expenses $61,800

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ELAINE ARNOVITZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PAM BENJAMIN BORSTEIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SARI GOLD FACTOR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ANNAMARIA PRINZIVALLI GOLD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KATE SHANFIELD KLEPPER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ELIZABETH MCQUEEN SESLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • NANCY ROSEN SPIRE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KRISTEN JACKSON

    FOUNDATION DIRECTOR

    Total calculated
    $0
    Hours/week
    40

  • JAN BROWN STEPHENSON

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • MELINDA BORDY GROSSMAN

    SECRETARY/TREASURER

    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
2022
Filed
15 May 2025
IRS schema version
2022v5.0
Source object
202511369349300311

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