Nonprofit · EIN 23-1709257
PHI SIGMA DELTA EDUCATIONAL FOUNDATION SIGMA CHAPTER
Tax-exempt · STATE COLLEGE, PA 16803
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990-PF | $94,128 | $114,343 | -$20,215 | $2,122,276 | $4,098 | $2,118,178 |
| March 31, 2024 | 990-PF | $91,631 | $117,223 | -$25,592 | $2,169,955 | $93,057 | $2,076,898 |
Financial details: 990-PF for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $500
- Dividends
- $55,761
- Interest
- $9
- Net gain from sales of assets
- $37,858
Expenses
- Grants and similar amounts paid
- $90,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $101,305
- Excise tax on investment income
- $1,141
Balance sheet and other
- Total assets, start of year
- $2,169,955
- Total assets, end of year
- $2,122,276
- Total liabilities, end of year
- $4,098
- Net assets, end of year
- $2,118,178
- Fair market value of assets
- $2,122,276
- Qualifying distributions
- $101,305
- Net investment income
- $93,628
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC HUNN 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | PRESIDENT | 2 | $0 |
| MITCHELL KANTROWITZ 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | VICE PRESIDENT | 2 | $0 |
| RON WILK 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | TREASURER | 2 | $0 |
| BRIAN MANOFF 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | SECRETARY | 2 | $0 |
| JONATHAN BERNSTEIN 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | IMMEDIATE PAST PRESIDENT | 2 | $0 |
| FRED MORGANSTEIN 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | TRUSTEE | 1 | $0 |
| LEN SCHWARTZ 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | TRUSTEE | 1 | $0 |
| TODD SAFRA 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | TRUSTEE | 1 | $0 |
| DOUG LEBOW 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | TRUSTEE | 1 | $0 |
990-PF for the year ended March 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC HUNN 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | PRESIDENT | 2 | $0 |
| MITCHELL KANTROWITZ 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | VICE PRESIDENT | 2 | $0 |
| RON WILK 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | TREASURER | 2 | $0 |
| BRIAN MANOFF 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | SECRETARY | 2 | $0 |
| JONATHAN BERNSTEIN 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | IMMEDIATE PAST PRESIDENT | 2 | $0 |
| FRED MORGANSTEIN 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | TRUSTEE | 1 | $0 |
| LEN SCHWARTZ 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | TRUSTEE | 1 | $0 |
| TODD SAFRA 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | TRUSTEE | 1 | $0 |
| DOUG LEBOW 431 SCIENCE PARK ROAD SUITE 302, STATE COLLEGE, PA 16803 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 431 SCIENCE PARK RD STE 302, STATE COLLEGE, PA 16803-2219
- In care of
- % JULIA BARTOLOMEA
- Signed the 990-PF
- RONALD G WILK, TREASURER
- Phone
- (814) 238-8474
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-1709257
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1968
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,122,276
- Income (IRS master file)
- $287,183
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2025 | $94,128 | $114,343 | $2,122,276 | XML |
| 990-PF | March 2024 | $91,631 | $117,223 | $2,169,955 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-1709257).
Questions about PHI SIGMA DELTA EDUCATIONAL FOUNDATION SIGMA CHAPTER
- What is the EIN of PHI SIGMA DELTA EDUCATIONAL FOUNDATION SIGMA CHAPTER?
- The employer identification number (EIN) of PHI SIGMA DELTA EDUCATIONAL FOUNDATION SIGMA CHAPTER is 23-1709257.
- Is PHI SIGMA DELTA EDUCATIONAL FOUNDATION SIGMA CHAPTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to PHI SIGMA DELTA EDUCATIONAL FOUNDATION SIGMA CHAPTER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PHI SIGMA DELTA EDUCATIONAL FOUNDATION SIGMA CHAPTER file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PHI SIGMA DELTA EDUCATIONAL FOUNDATION SIGMA CHAPTER due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHI SIGMA DELTA EDUCATIONAL FOUNDATION SIGMA CHAPTER last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2025.
- Who are the officers and directors of PHI SIGMA DELTA EDUCATIONAL FOUNDATION SIGMA CHAPTER?
- The 990-PF for the year ended March 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does PHI SIGMA DELTA EDUCATIONAL FOUNDATION SIGMA CHAPTER have?
- On its 990-PF for the year ended March 31, 2025 it reported revenue of $94,128, expenses of $114,343 and total assets of $2,122,276 at year end.
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