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Nonprofiteer
← SIGEP LEAD FUND

Form 990 for tax year 2023

Filed by SIGEP LEAD FUND.

Totals

Total revenue
$3,375,788
Total expenses
$3,375,788
Contributions and grants received
$2,180,620
Grants paid
$0
Program service revenue
$1,190,168
Investment income
$0
Other revenue
$5,000
Total assets, end of year
$705,153
Total liabilities, end of year
$328,090
Net assets or fund balances, end of year
$377,063
Program services expenses (Part IX)
$3,189,090
Management and general expenses
$186,698
Fundraising expenses
$0
Program service expenses (Part III)
$3,189,090

Program services were 94.5% 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.

  • 1d · Related organizations

    $2,180,620

  • 2a · Program service revenue: REG. FEES-ADD'L UNDERG

    total $1,190,168 · related or exempt $1,190,168

  • 5 · Royalties

    total $5,000 · excluded $5,000

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $577,612 · program services $577,612

  • 9 · Other employee benefits

    total $53,027 · program services $53,027

  • 10 · Payroll taxes

    total $43,156 · program services $43,156

  • 11b · Fees: legal

    total $250 · management and general $250

  • 11c · Fees: accounting

    total $14,675 · management and general $14,675

  • 12 · Advertising and promotion

    total $15,459 · management and general $15,459

  • 13 · Office expenses

    total $26,569 · management and general $26,569

  • 14 · Information technology

    total $1,784 · management and general $1,784

  • 17 · Travel

    total $822,719 · program services $822,719

  • 19 · Conferences, conventions and meetings

    total $6,363 · program services $6,363

  • 22 · Depreciation, depletion and amortization

    total $99,859 · program services $99,859

  • 24a · Other expenses: PROGRAM & ACTIVITIES

    total $799,105 · program services $799,105

  • 24b · Other expenses: SPECIAL EVENTS

    total $635,976 · program services $635,976

  • 24c · Other expenses: CONTRACT LABOR

    total $151,273 · program services $151,273

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $120,723 · management and general $120,723

  • 24e · All other expenses

    total $7,238 · management and general $7,238

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $187,933 · end of year $91,106

  • 4 · Accounts receivable

    beginning of year $482 · end of year $63,491

  • 9 · Prepaid expenses and deferred charges

    beginning of year $179,738 · end of year $38,869

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

    $959,490

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

    $872,164

  • 10c · Land, buildings and equipment, net

    beginning of year $187,184 · end of year $87,326

  • 15 · Other assets

    beginning of year $745,634 · end of year $424,361

  • 17 · Accounts payable and accrued expenses

    beginning of year $133,133 · end of year $138,465

  • 20 · Tax-exempt bond liabilities

    beginning of year $790,775 · end of year $189,625

  • 27 · Net assets without donor restrictions

    beginning of year $377,063 · end of year $377,063

Mission and programs · 2023

Mission

THE ORGANIZATION WILL ADVANCE THE MISSION OF SIGMA PHI EPSILON FRATERNITY OF "BUILDING BALANCED MEN" BY DEVELOPING AND PROVIDING EDUCATIONAL PROGRAMS THAT HELP PREPARE UNDERGRADUATE MEN FOR SUCCESS THROUGHOUT AND AFTER COLLEGE. LEAD IS AN ACRONYM FOR LIFELONG ENRICHMENT, ACHIEVEMENT AND DEVELOPMENT.

Activities or mission (Part I)

TO PROVIDE MEMBERS WITH THE MOST RELEVANT AND IMPACTFUL EDUCATION TO DEVELOPMENT INTO LEADERS BOTH IN AND AFTER COLLEGE.

  • BALANCED MAN PROGRAM: THIS PROGRAM IS AVAILABLE TO ALL FRATERNITY MEMBERS AND IS EXACTLY WHAT UNDERGRADUATE MEN NEED - A CONTINUOUS DEVELOPMENT EXPERIENCE FOCUSED ON SCHOLARSHIP, LEADERSHIP AND LIFE SKILLS THAT COMPLIMENT A UNIVERSITY'S CLASSROOM CURRICULUM.CAREER COACHING: THE PROGRAM MATCHES AN UNDERGRADUATE MEMBER WITH AN ALUMNI CAREER COACH BASED ON THEIR FIELD OF INTEREST AND CAREER ASPIRATIONS. IT IS OPEN TO ALL UNDERGRADUATE MEMBERS AND COVERS ANY FIELD OR CAREER. IT PROVIDES TANGIBLE TOOLS FOR UNDERGRADUATES TO EXPAND THEIR CAREER HORIZONS AND MAKE CONNECTIONS.SPRINGBOARD: THIS VIRTUAL PROGRAM HELPS UP-AND-COMING LEADERS AMPLIFY THEIR LEADERSHIP SKILLS AND CONFIDENCE AS THEY LOOK TO HOLD LEADERSHIP ROLES WITHIN THEIR CHAPTER.VOLUNTEERS: SIGEP ISN'T POSSIBLE WITHOUT VOLUNTEERS. THIS PROGRAMMING ALLOWS FOR THE TRAINING, DEVELOPMENT AND LEADERSHIP OF VOLUNTEERS THROUGH IN-PERSON PROGRAMS AT CARLSON LEADERSHIP ACADEMIES, GRAND CHAPTER CONCLAVE AND THROUGH VIRTUAL TRAINING OPTIONS.

    Expenses $986,584

  • CARLSON LEADERSHIP ACADEMIES: THIS PROGRAM IS DESIGNED FOR PERSONAL LEADERSHIP DEVELOPMENT, FOCUSED ON GAINING THE SKILLS TO HELP MEMBERS INSPIRE BROTHERS, MANAGE COMMITTEES AND FOLLOW THROUGH ON GOALS.RUCK LEADERSHIP INSTITUTE: THIS PROGRAM IS SIGEP'S LANDMARK LEADERSHIP PROGRAM FOR UNDERGRADUATES. IT FOCUSES ON EXPLORING AND DEVELOPING PERSONAL LEADERSHIP SKILLS.TRAGOS QUEST TO GREECE: THE TRAGOS QUEST TO GREECE CHANGES THE WAY BROTHERS VIEW THE WORLD, THEIR FRATERNITY AND THEMSELVES. GUIDED BY ALMUNI MENTORS AND UNIVERSITY FACULTY, TRAGOS QUEST TO GREECE SCHOLARS STUDY THE INFLUENCE THAT GREEK PHILOSOPHY, GOVERNANCE AND THE ARTS HAS AND CONTINUES TO HAVE IN EVERYDAY LIFE. LIFE AFTER COLLEGE: THIS PROGRAM IS AVAILABLE TO ALL UNDERGRADUATES AND IS USED TO LAUCH THEIR CAREER AFTER COLLEGE WITH IN-PERSON, PROFESSIONAL DEVELOPMENT EDUCATION AND ONE-ON-ONE CONSULTATIONS FROM INDUSTRY LEADERS ACROSS THE SIGEP ALUMNI NETWORK.CONCLAVE: EVERY TWO YEARS, SIGEP GATHERS UNDERGRADUATE AND ALUMNI MEMBERS TO PARTICIPATE IN PERSONAL AND PROFESSIONAL DEVELOPMENT ACTIVITIES AND HONOR THOSE WHO HAVE HELPED MAKE THE FRATERNITY GREAT THROUGH UNDERGRADUATE AND ALUMNI AWARDS.

    Expenses $2,202,506

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Brian Warren Jr

    PRESIDENT

    Total calculated
    $333,145
    From this org
    $0
    From related orgs
    $0
    Other
    $333,145
    Hours/week
    2 + 40 related

  • Alec Kendall

    TREASURER

    Total calculated
    $0
    Hours/week
    6 + 40 related

  • Stacy Nicodemus

    SECRETARY

    Total calculated
    $119,930
    From this org
    $119,930
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Kate Fontaine

    DIRECTOR

    Total calculated
    $62,307
    From this org
    $62,307
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Patrick Githens

    DIRECTOR

    Total calculated
    $63,550
    From this org
    $63,550
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Jason Halterman

    DIRECTOR

    Total calculated
    $73,844
    From this org
    $73,844
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Tiffany Noyes

    DIRECTOR

    Total calculated
    $47,445
    From this org
    $47,445
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Chad Stegemiller

    DIRECTOR

    Total calculated
    $123,071
    From this org
    $0
    From related orgs
    $0
    Other
    $123,071
    Hours/week
    2 + 40 related

  • Brian Tenclinger

    DIRECTOR

    Total calculated
    $95,231
    From this org
    $95,231
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Henry White

    DIRECTOR

    Total calculated
    $55,292
    From this org
    $27,646
    From related orgs
    $0
    Other
    $27,646
    Hours/week
    20 + 40 related

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

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • SIGMA PHI EPSILON FRATERNITY

    501(C)(7) · SELECTIVE SOCIAL ORG. FOCUSED ON EDUCATIONAL & LEADERSHIP OPPORTUNTIES · VA

  • SIGMA PHI EPSILON EDUCATIONAL FOUNDATION

    501(C)(3) · RAISE MONEY TO DELIVER EDUCATIONAL & LEADERSHIP PROGRAMS TO SIGEP FRATERNITY · VA

Provenance

Return type
form_990
Tax year
2023
Filed
29 April 2025
IRS schema version
2023v6.0
Source object
202501209349302360

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