Totals
- Total revenue
- $2,741,026
- Total expenses
- $2,724,959
- Contributions and grants received
- $64,138
- Grants paid
- $667,890
- Program service revenue
- $1,095,294
- Investment income
- $916,783
- Other revenue
- $664,811
- Total assets, end of year
- $8,344,703
- Total liabilities, end of year
- $4,260,997
- Net assets or fund balances, end of year
- $4,083,706
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $261,083
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
$64,138
-
2a · Program service revenue: MEMBERSHIP
total $524,193 · unrelated business $0 · excluded $0
-
2b · Program service revenue: CHAPTER LOAN INTEREST
total $132,112 · unrelated business $0 · excluded $0
-
2c · Program service revenue: LEADERSHIP CONFERENCE
total $44,854 · unrelated business $0 · excluded $0
-
2d · Program service revenue: CONVENTION INCOME
total $107,132 · unrelated business $0 · excluded $0
-
2e · Program service revenue: HOUSING
total $287,003 · unrelated business $0 · excluded $0
-
3 · Investment income
total $916,783 · unrelated business $0 · excluded $0
-
5 · Royalties
total $14,360 · related or exempt $0 · unrelated business $14,360 · excluded $0
-
10a · Gross sales of inventory
$17,946
-
10b · Cost of goods sold
$13,999
-
10c · Net income from sales of inventory
total $3,947 · related or exempt $3,947
-
11a · Other revenue: ADMINISTRATIVE FEE
total $552,646 · related or exempt $276,323 · unrelated business $276,323 · excluded $0
-
11b · Other revenue: MISCELLANEOUS
total -$2,822 · related or exempt -$2,822 · unrelated business $0 · excluded $0
-
11c · Other revenue: ADMIN FEE
total $38,055 · related or exempt $38,055 · unrelated business $0 · excluded $0
-
11d · All other revenue
total $58,625 · related or exempt $58,625 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$646,504
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $667,890 · program services $0
-
5 · Compensation of officers, directors and key employees
total $213,545 · program services $0 · management and general $0 · fundraising $0
-
7 · Other salaries and wages
total $669,545 · program services $0 · management and general $0 · fundraising $0
-
9 · Other employee benefits
total $39,838 · program services $0 · management and general $0 · fundraising $0
-
10 · Payroll taxes
total $171,542 · program services $0 · management and general $0 · fundraising $0
-
11a · Fees: management
total $6,909 · program services $0 · management and general $0 · fundraising $0
-
11c · Fees: accounting
total $32,984 · program services $0 · management and general $0 · fundraising $0
-
12 · Advertising and promotion
total $963 · program services $0 · management and general $0 · fundraising $0
-
13 · Office expenses
total $1,572 · program services $0 · management and general $0 · fundraising $0
-
14 · Information technology
total $44,954 · program services $0 · management and general $0 · fundraising $0
-
16 · Occupancy
total $103,588 · program services $0 · management and general $0 · fundraising $0
-
17 · Travel
total $85,492 · program services $0 · management and general $0 · fundraising $0
-
19 · Conferences, conventions and meetings
total $146,790 · program services $0 · management and general $0 · fundraising $0
-
20 · Interest
total $15,715 · program services $0 · management and general $0 · fundraising $0
-
22 · Depreciation, depletion and amortization
total $1,596 · program services $0 · management and general $0 · fundraising $0
-
23 · Insurance
total $432,000 · program services $0 · management and general $0 · fundraising $0
-
24a · Other expenses: TELEPHONE
total $10,426 · program services $0 · management and general $0 · fundraising $0
-
24b · Other expenses: REPAIR & MTCE
total $6,836 · program services $0 · management and general $0 · fundraising $0
-
24c · Other expenses: BAD DEBT
total $2,965 · program services $0 · management and general $0 · fundraising $0
-
24d · Other expenses: PMT PROCESSING
total $12,546 · program services $0 · management and general $0 · fundraising $0
-
24e · All other expenses
total $57,263 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $290,266 · end of year $271,690
-
2 · Savings and temporary cash investments
beginning of year $595,917 · end of year $400,882
-
4 · Accounts receivable
beginning of year $146,077 · end of year $80,171
-
7 · Other notes and loans receivable
beginning of year $1,488,656 · end of year $1,862,226
-
8 · Inventories for sale or use
beginning of year $41,647 · end of year $28,273
-
9 · Prepaid expenses and deferred charges
beginning of year $77,544 · end of year $36,409
-
10a · Land, buildings and equipment: cost or other basis
$67,486
-
10b · Land, buildings and equipment: accumulated depreciation
$63,229
-
10c · Land, buildings and equipment, net
beginning of year $5,853 · end of year $4,257
-
11 · Investments: publicly traded securities
beginning of year $4,801,330 · end of year $5,014,652
-
12 · Investments: other securities
beginning of year $538,369 · end of year $646,143
-
17 · Accounts payable and accrued expenses
beginning of year $765,539 · end of year $651,082
-
19 · Deferred revenue
beginning of year $85,149 · end of year $353,695
-
22 · Loans and payables to officers and key people
beginning of year $5,000 · end of year $6,500
-
23 · Secured mortgages and notes payable
beginning of year $270,855 · end of year $251,126
-
24 · Unsecured notes and loans payable
beginning of year $0
-
25 · Other liabilities
beginning of year $2,800,652 · end of year $2,998,594
-
27 · Net assets without donor restrictions
beginning of year $4,038,464 · end of year $4,063,706
-
28 · Net assets with donor restrictions
beginning of year $20,000 · end of year $20,000
Mission and programs · 2023
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 $261,083 · Revenue $151,986
As filed on the 2023 return.
Listed in Part VII
-
Andy HustonANDY HUSTON
EXECUTIVE DIRECTOR
- Total calculated
- $160,200
- From this org
- $160,200
- From related orgs
- $0
- Other
- $0
Schedule J breakdown matched by us
- Base
- $160,200 + $160,200 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $160,200 + $160,200 related
-
Benji BearmanBENJI BEARMAN
TREASURER
- Total calculated
- $0
-
Evan RemerEVAN REMER
CONSUL
- Total calculated
- $0
-
Dean LambertDEAN LAMBERT
VICE PRESIDENT
- Total calculated
- $0
-
David KleppelDAVID KLEPPEL
PRESIDENT
- Total calculated
- $0
-
Douglas MontgomeryDOUGLAS MONTGOMERY
SECRETARY
- Total calculated
- $0
-
David SacklerDAVID SACKLER
CONSUL
- Total calculated
- $0
-
Bruce HarrisBRUCE HARRIS
CONSUL
- Total calculated
- $0
-
Patrick WrightPATRICK WRIGHT
CONSUL
- Total calculated
- $0
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Approval by the board or compensation committee
Answered no
- 1b · Written policy on the line-1a expenses
- 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
No itemized grants to organizations on this return.
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 MANAGEMENT
-
SAM NATIONAL PROPERTIES LLC
HOUSING
-
SAM PROPERTY MANAGEMENT LLC
PROPERTY MANAGEMENT
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501059349302450
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