Nonprofit · EIN 36-2170145
SIGMA ALPHA EPSILON FOUNDATION
Tax-exempt · EVANSTON, IL 60201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,656,583 | $2,919,538 | $1,737,045 | $28,352,844 | $82,621 | $28,270,223 |
| June 30, 2024 | 990 | $3,905,211 | $3,751,942 | $153,269 | $25,927,919 | $385,559 | $25,542,360 |
| June 30, 2023 | 990 | $3,347,919 | $2,715,988 | $631,931 | $23,508,126 | $353,140 | $23,154,986 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,097,834
- Program service revenue
- $86,000
- Investment income
- $1,418,751
- Net gain from sales of assets
- $465,086
- Other revenue
- $53,998
Expenses
- Grants and similar amounts paid
- $1,340,489
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $976
- Accounting fees
- $36,786
- Occupancy
- $114,236
- Travel
- $47,151
- Depreciation
- $75,436
- Program services (functional)
- $1,973,127
- Management and general (functional)
- $422,869
- Fundraising (functional)
- $523,542
Balance sheet and other
- Total assets, start of year
- $25,927,919
- Total assets, end of year
- $28,352,844
- Total liabilities, end of year
- $82,621
- Net assets, end of year
- $28,270,223
- Land, buildings and equipment
- $1,618,578
- Publicly traded securities
- $25,500,394
- Net assets without donor restrictions
- $4,779,943
- Net assets with donor restrictions
- $23,490,280
- Gross receipts
- $7,511,889
- Employees
- 0
- Volunteers
- 220
- Year formed
- 1927
- State of legal domicile
- IL
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Steve Mitchell | CEO Officer | 20 | $0 | $284,114 | $8,523 |
| Dan Stanczak | Chief Bus. Officer Officer | 16 | $0 | $120,892 | $3,627 |
| Juan Faria | Sr Director of Finance Officer | 13 | $0 | $89,792 | $8,612 |
| Tom Lamantia | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Scott Pointner | Secretary Trustee or director | 2 | $0 | $0 | $0 |
| Dan Alsaker | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Jack Counts | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Bo Sederstrom | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Debashis Chowdhury | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Grant Gier | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Hugh Miller | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Les Ireland | Chairman Trustee or director | 2 | $0 | $0 | $0 |
| Henry Beattie | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Graham Hill | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Matthew Weinstein | Trustee Trustee or director | 2 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Peter Mitchell | Trustee Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVE MITCHELL | CEO Officer | 40 | $0 | $264,797 | $8,815 |
| DAN STANCZAK | CHIEF BUS. O Officer | 16 | $0 | $118,129 | $4,760 |
| DAN ALSAKER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| HENRY BEATTIE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| STEVE BURT | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DEBASHIS CHOWDHURY | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JACK COUNTS | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| GRANT GIER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| GRAHAM HILL | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| LES IRELAND | VICE CHAIRMA Trustee or director | 2 | $0 | $0 | $0 |
| FRED KLEISNER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| TOM LAMANTIA | CHAIRMAN Trustee or director | 2 | $0 | $0 | $0 |
| HUGH MILLER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| PETER MITCHELL | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| SCOTT POINTNER | SECRETARY Trustee or director | 2 | $0 | $0 | $0 |
| JEFF ROVNER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| BO SEDERSTROM | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MATTHEW WEINSTEIN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVE MITCHELL | CEO Officer | 40 | $0 | $210,212 | $10,026 |
| DAN STANCZAK | CHIEF BUS. O Officer | 14 | $0 | $114,426 | $7,088 |
| DAN ALSAKER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| HENRY BEATTIE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| STEVE BURT | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DEBASHIS CHOWDHURY | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JACK COUNTS | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| GRANT GIER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JOE HALCOMB | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| GRAHAM HILL | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| LES IRELAND | VICE CHAIRMA Trustee or director | 2 | $0 | $0 | $0 |
| FRED KLEISNER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| TOM LAMANTIA | PRESIDENT/CH Trustee or director | 6 | $0 | $0 | $0 |
| SCOTT POINTNER | SECRETARY Trustee or director | 4 | $0 | $0 | $0 |
| BO SEDERSTROM | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MATTHEW WEINSTEIN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1856 SHERIDAN RD, EVANSTON, IL 60201-3837
- Principal officer (990 for 2024)
- Steve Mitchell, 1856 Sheridan Road, Evanston, IL 602013837
- Signed the 990
- Steve Mitchell, CEO
- Phone
- (847) 475-1856
- Website
- WWW.SAE.NET
- Return prepared by
- ATA Advisory LLC
Mission
To support its members and their chapters to help fulfill their educational aspirations and goals; to promote programs teaching leadership, scholarship, and personal development; and to ensure the presevation of Levere Memorial Temple.
Program accomplishments
- Funds used to aid Fraternity Chapters in maintaining the scholarship and educational portions of their houses.Expenses $1,183,630 · grants $1,183,630
- Funds used to support the operation and preservation of the Levere Memorial Temple.Expenses $374,548
- Financial aid provided for scholarships and financial assistance to Sigma Alpha Epsilon Collegiates.Expenses $239,114 · grants $156,859
- Management fee and other miscellaneous expenses to support program activities.Expenses $175,835
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 36-2170145
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1930
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $28,352,844
- Income (IRS master file)
- $7,511,889
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,656,583 | $2,919,538 | $28,352,844 | IRS |
| 990 | June 2024 | $3,905,211 | $3,751,942 | $25,927,919 | IRS |
| 990 | June 2023 | $3,347,919 | $2,715,988 | $23,508,126 | XML |
| 990 | June 2022 | $4,148,154 | $2,546,305 | $21,163,081 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 36-2170145).
Questions about SIGMA ALPHA EPSILON FOUNDATION
- What is the EIN of SIGMA ALPHA EPSILON FOUNDATION?
- The employer identification number (EIN) of SIGMA ALPHA EPSILON FOUNDATION is 36-2170145.
- Is SIGMA ALPHA EPSILON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1930.
- Are donations to SIGMA ALPHA EPSILON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SIGMA ALPHA EPSILON FOUNDATION 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 ALPHA EPSILON FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SIGMA ALPHA EPSILON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SIGMA ALPHA EPSILON FOUNDATION?
- The 990 for the year ended June 30, 2025 names Steve Mitchell.
- Who are the officers and directors of SIGMA ALPHA EPSILON FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does SIGMA ALPHA EPSILON FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,656,583, expenses of $2,919,538 and total assets of $28,352,844 at year end.
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