Nonprofit · EIN 35-1778450
SIGMA KAPPA FOUNDATION INC
Tax-exempt · CARMEL, IN 46032
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990 | $2,297,772 | $1,479,603 | $818,169 | $14,074,362 | $257,912 | $13,816,450 |
| May 31, 2025 | 990 | $2,323,343 | $1,220,192 | $1,103,151 | $12,100,480 | $249,537 | $11,850,943 |
| May 31, 2024 | 990 | $1,720,495 | $1,213,210 | $507,285 | $10,526,713 | $302,850 | $10,223,863 |
Financial details: 990 for the year ended May 31, 2026
Revenue
- Contributions, gifts and grants
- $1,304,172
- Program service revenue
- $0
- Investment income
- $993,600
- Net gain from sales of assets
- $654,191
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $548,323
- Compensation of officers, directors and key employees
- $154,419
- Other salaries and wages
- $245,671
- Salaries, compensation and benefits (total)
- $462,723
- Professional fundraising fees
- $0
- Legal fees
- $13,667
- Accounting fees
- $106,825
- Occupancy
- $43,333
- Travel
- $9,116
- Depreciation
- $591
- Program services (functional)
- $758,333
- Management and general (functional)
- $424,824
- Fundraising (functional)
- $296,446
Balance sheet and other
- Total assets, start of year
- $12,100,480
- Total assets, end of year
- $14,074,362
- Total liabilities, end of year
- $257,912
- Net assets, end of year
- $13,816,450
- Land, buildings and equipment
- $1,202
- Publicly traded securities
- $13,400,303
- Net assets without donor restrictions
- $4,492,525
- Net assets with donor restrictions
- $9,323,925
- Gross receipts
- $2,298,317
- Employees
- 5
- Volunteers
- 125
- Year formed
- 1989
- State of legal domicile
- IN
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 for the year ended May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA SWIONTEK | CHIEF EXECUTIVE OFFICER Officer | 40 | $125,695 | $20,413 |
| TAWNY JAMES | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| KELLIE BRAY | VP FINANCE Trustee or director, Officer | 5 | $0 | $0 |
| JENNIFER RASS | VP ADMIN Trustee or director, Officer | 5 | $0 | $0 |
| ANGIE AHRENS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DANIELLE BECHTA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KATE HALL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JEN HOHMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CAROL BETH IVORY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| STACY MCDONALD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARISA WILKES | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended May 31, 2025: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA SWIONTEK | CHIEF EXECUTIVE OFFICER Officer | 40 | $117,385 | $20,112 |
| TAWNY JAMES | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| LAURA MICKLER | VP FINANCE Trustee or director, Officer | 5 | $0 | $0 |
| JENNIFER RASS | VP ADMIN Trustee or director, Officer | 5 | $0 | $0 |
| ANGIE AHRENS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KELLIE BRAY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DANIELLE BECHTA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KATE HALL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JEN HOHMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CAROL IVORY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| STACY MCDONALD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARISA WILKES | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended May 31, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA SWIONTEK | EXECUTIVE DIRECTOR Officer | 40 | $117,317 | $18,835 |
| TAWNY JAMES | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| LAURA MICKLER | VP FINANCE Trustee or director, Officer | 5 | $0 | $0 |
| TERESA JOHN | VP ADMIN Trustee or director, Officer | 5 | $0 | $0 |
| ANN ADAMS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ANGIE AHRENS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KELLIE BRAY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KATE HALL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JENNIFER RASS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| AMBER SOERGEL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LYNNE WALTER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARISA WILKES | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 695 PRO MED LN STE 300, CARMEL, IN 46032-5331
- Principal officer (990 for 2025)
- LISA SWIONTEK, 695 PRO MED LANE 300, CARMEL, IN 46032
- Signed the 990
- LISA SWIONTEK, CHIEF EXECUTIVE OFFICER
- Phone
- (317) 872-3275
- Website
- WWW.SIGMAKAPPA.ORG
- Return prepared by
- BLUE & CO LLC
Mission
THE SIGMA KAPPA FOUNDATION EXISTS TO ENHANCE THE LIVES OF SIGMA KAPPA MEMBERS.
Program accomplishments
- SEE SCHEDULE O.Expenses $433,128 · grants $353,325
- 118 SCHOLARSHIPS ARE AVAILABLE TO OUTSTANDING MEMBERS WHO EXEMPLIFY SIGMA KAPPA'S VALUES OF INTEGRITY, LEADERSHIP, ACADEMIC EXCELLENCE, AND OUR COMMITMENT TO SERVICE AND SISTERHOOD.SCHOLARSHIPS ARE PROVIDED BY THE FOUNDATION TO ENCOURAGE AND SUPPORT THE SCHOLASTIC DEVELOPMENT OF OUR COLLEGIATE AND ALUMNAE SISTERS. THESE WORTHY OPPORTUNITIES COULD NOT BE POSSIBLE WITHOUT SUPPORT FROM SIGMA KAPPA SISTERS, THEIR FAMILIES AND FRIENDS, AND OTHER DONORS.Expenses $223,499 · grants $145,795
- THE FOUNDATION WAS CALLED UPON TO PROVIDE EMERGENCY ASSISTANCE TO 24 MEMBERS WHO HAVE SEVERE FINANCIAL DISTRESS DUE TO PRESIDENTIALLY-DECLARED DISASTERS, UNEXPECTED LIFE OCCURRENCES SUCH AS A LOSS OF A JOB AND ILLNESS. THESE GRANTS PROVIDE SOME RELIEF TO MEMBERS WHO ARE FACED WITH HORRIFIC ISSUES AND HAVE EXHAUSTED ALL OTHER FORMS OF SUPPORT.Expenses $101,706 · grants $49,203
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990 on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 35-1778450
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1989
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B83I)
- Assets (IRS master file)
- $14,074,362
- Income (IRS master file)
- $2,298,317
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2026 | $2,297,772 | $1,479,603 | $14,074,362 | XML |
| 990 | May 2025 | $2,323,343 | $1,220,192 | $12,100,480 | XML |
| 990 | May 2024 | $1,720,495 | $1,213,210 | $10,526,713 | XML |
| 990 | May 2023 | $1,872,887 | $1,158,947 | $9,369,444 | IRS |
| 990 | May 2022 | – | – | – | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | 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 35-1778450).
Questions about SIGMA KAPPA FOUNDATION INC
- What is the EIN of SIGMA KAPPA FOUNDATION INC?
- The employer identification number (EIN) of SIGMA KAPPA FOUNDATION INC is 35-1778450.
- Is SIGMA KAPPA FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to SIGMA KAPPA FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SIGMA KAPPA FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SIGMA KAPPA FOUNDATION INC due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SIGMA KAPPA FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2026.
- Who is the principal officer of SIGMA KAPPA FOUNDATION INC?
- The 990 for the year ended May 31, 2026 names LISA SWIONTEK.
- Who are the officers and directors of SIGMA KAPPA FOUNDATION INC?
- The 990 for the year ended May 31, 2026 lists 11 people; 1 received compensation from the organization, the highest $125,695 (LISA SWIONTEK, CHIEF EXECUTIVE OFFICER).
- How much revenue does SIGMA KAPPA FOUNDATION INC have?
- On its 990 for the year ended May 31, 2026 it reported revenue of $2,297,772, expenses of $1,479,603 and total assets of $14,074,362 at year end.
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