Nonprofit · EIN 43-6071658
SIGMA TAU GAMMA FOUNDATION INC
Tax-exempt · CARMEL, IN 46032
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $502,627 | $444,071 | $58,556 | $3,157,582 | $42,302 | $3,115,280 |
| June 30, 2024 | 990 | $356,871 | $382,904 | -$26,033 | $2,965,294 | $38,135 | $2,927,159 |
| June 30, 2023 | 990 | $297,478 | $360,110 | -$62,632 | $2,748,892 | $30,026 | $2,718,866 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $350,952
- Program service revenue
- $0
- Investment income
- $151,675
- Net gain from sales of assets
- $71,504
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $142,587
- Other salaries and wages
- $100,839
- Salaries, compensation and benefits (total)
- $108,225
- Professional fundraising fees
- $23,110
- Legal fees
- $2
- Accounting fees
- $23,396
- Occupancy
- $9,420
- Travel
- $30,539
- Depreciation
- $2,332
- Program services (functional)
- $195,588
- Management and general (functional)
- $130,010
- Fundraising (functional)
- $118,473
Balance sheet and other
- Total assets, start of year
- $2,965,294
- Total assets, end of year
- $3,157,582
- Total liabilities, end of year
- $42,302
- Net assets, end of year
- $3,115,280
- Land, buildings and equipment
- $4,423
- Publicly traded securities
- $2,202,581
- Net assets without donor restrictions
- $598,112
- Net assets with donor restrictions
- $2,517,168
- Gross receipts
- $728,556
- Employees
- 0
- Volunteers
- 60
- Year formed
- 1966
- State of legal domicile
- MO
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 |
|---|---|---|---|
| BRAD BARTELS | TRUSTEE Trustee or director | 2 | $0 |
| CHARLES BEARSE III | TRUSTEE Trustee or director | 2 | $0 |
| MICHAEL BEVERS | TRUSTEE Trustee or director | 2 | $0 |
| DWAYNE COLE | TRUSTEE Trustee or director | 2 | $0 |
| JOSEPH HAIRE | TRUSTEE Trustee or director | 2 | $0 |
| DAVID HIDINGER | TRUSTEE Trustee or director | 2 | $0 |
| SCOTT KASPAR | TRUSTEE Trustee or director | 2 | $0 |
| PAUL MUELLER | TRUSTEE Trustee or director | 2 | $0 |
| ALAN PARKER | TRUSTEE Trustee or director | 2 | $0 |
| JOEL RODGERS | TRUSTEE Trustee or director | 2 | $0 |
| PAUL SZCZESNY | TRUSTEE Trustee or director | 2 | $0 |
| ROBERT WOJCIK | TRUSTEE Trustee or director | 2 | $0 |
| SHAWN KELLY | PAST CHAIRMAN Trustee or director | 2 | $0 |
| JEFF RUSSO | CHAIRMAN Trustee or director, Officer | 10 | $0 |
| JOHN ESPY | VICE CHAIRMAN - FINANCE Trustee or director, Officer | 5 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS GOODLETT | VICE CHAIRMAN - FUNDRAISING Trustee or director, Officer | 5 | $0 |
| PAUL MOTIN | VICE CHAIRMAN - INVESTMENT Trustee or director, Officer | 5 | $0 |
| MATT REA | VICE CHAIRMAN - GRANTS Trustee or director, Officer | 5 | $0 |
| WP BARLOW JR | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 10 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN ESPY | TRUSTEE Trustee or director | 2 | $0 |
| BEN HOLDREN | TRUSTEE Trustee or director | 2 | $0 |
| BRAD BARTELS | TRUSTEE Trustee or director | 2 | $0 |
| CARL BARBER-STEELE | TRUSTEE Trustee or director | 2 | $0 |
| PAUL MUELLER | TRUSTEE Trustee or director | 2 | $0 |
| ROBERT WOJCIK | TRUSTEE Trustee or director | 2 | $0 |
| MICHAEL D SCHERMER | TRUSTEE Trustee or director | 2 | $0 |
| PAUL SZCZESNY | TRUSTEE Trustee or director | 2 | $0 |
| CHRIS GOODLETT | TRUSTEE Trustee or director | 2 | $0 |
| SCOTT KASPAR | TRUSTEE Trustee or director | 2 | $0 |
| SHAWN KELLY | PAST CHAIRMAN Trustee or director | 2 | $0 |
| MATT REA | VICE CHAIRMAN - GRANTS, SE Trustee or director, Officer | 5 | $0 |
| PAUL MOTIN | VICE CHAIRMAN - INVESTMENT Trustee or director, Officer | 5 | $0 |
| MICHAEL MATZNICK | VICE CHAIRMAN - FUNDRAISIN Trustee or director, Officer | 8 | $0 |
| PAUL PHILLIPS | VICE CHAIRMAN - FINANCE Trustee or director, Officer | 5 | $0 |
| JEFF RUSSO | CHAIRMAN Trustee or director, Officer | 10 | $0 |
| WP BARLOW JR | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 10 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN ESPY | TRUSTEE Trustee or director | 2 | $0 |
| BEN HOLDREN | TRUSTEE Trustee or director | 2 | $0 |
| BRAD BARTELS | TRUSTEE Trustee or director | 2 | $0 |
| DW COLE | TRUSTEE Trustee or director | 2 | $0 |
| CARL BARBER-STEELE | TRUSTEE Trustee or director | 2 | $0 |
| PAUL MUELLER | TRUSTEE Trustee or director | 2 | $0 |
| ROBERT WOJCIK | TRUSTEE Trustee or director | 2 | $0 |
| SHAWN KELLY | PAST CHAIRMAN Trustee or director | 2 | $0 |
| JEFF RUSSO | CHAIRMAN Trustee or director, Officer | 10 | $0 |
| MATT REA | VICE CHAIRMAN - GRANTS, SECRETARY Trustee or director, Officer | 5 | $0 |
| PAUL MOTIN | VICE CHAIRMAN - INVESTMENTS Trustee or director, Officer | 5 | $0 |
| MICHAEL MATZNICK | VICE CHAIRMAN - FUNDRAISING Trustee or director, Officer | 8 | $0 |
| PAUL PHILLIPS | VICE CHAIRMAN - FINANCE Trustee or director, Officer | 5 | $0 |
| WP BARLOW JR | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 880 MONON GREEN BLVD STE 101, CARMEL, IN 46032-3363
- Principal officer (990 for 2024)
- WP BARLOW JR, 880 MONON GREEN BLVD 101, CARMEL, IN 46032
- Signed the 990
- ADDISON SCHOPP, CHIEF EXECUTIVE OFFICER
- Phone
- (317) 644-1920
- Website
- SIGTAU.ORG
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
Mission
USES CHARITABLE DONATIONS FROM ALUMNI AND FRIENDS TO PROVIDE COLLEGE STUDENT MEMBERS OF FRATERNITY CHAPTERS WITH SCHOLARSHIPS, LEADERSHIP AND CITIZENSHIP SEMINARS, EDUCATIONAL CONSULTANT SERVICES AND EDUCATIONAL PUBLICATIONS.
Program accomplishments
- STAFF LEADERSHIP TRAINING AND CONSULTATION SERVICES ADDRESSING SCHOLASTIC ACHIEVEMENT, ORGANIZATIONAL MANAGEMENT, DRUG AND ALCOHOL ABUSE PREVENTION, CITIIZENSHIP AND COMMUNITY ACTION, INCLUDING PROGRAM DEVELOPMENT, TRAVEL, AND SUPPORT.Expenses $53,001
- LEADERSHIP TRAINING GRANTS TO SIGMA TAU GAMMA FRATERNITY: 3 DAY SEMINAR FOR APPROX 50 COLLEGE STUDENT LEADERS ANNUALLY, ADDRESSING SCHOLASTIC ACHIEVEMENT, DRUG AND ALCOHOL ABUSE PREVENTION, CITIZENSHIP AND COMMUNITY ACTION.Expenses $121,676 · grants $121,676
- SCHOLARSHIPS AND GRANTS FOR STUDY BY UNDERGRADUATE AND GRADUATE STUDENTS.Expenses $20,911 · grants $20,911
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
- 43-6071658
- 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
- 1974
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B830)
- Assets (IRS master file)
- $3,157,582
- Income (IRS master file)
- $728,556
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $502,627 | $444,071 | $3,157,582 | XML |
| 990 | June 2024 | $356,871 | $382,904 | $2,965,294 | XML |
| 990 | June 2023 | $297,478 | $360,110 | $2,748,892 | XML |
| 990 | June 2022 | $448,641 | $425,014 | $2,652,488 | 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 43-6071658).
Questions about SIGMA TAU GAMMA FOUNDATION INC
- What is the EIN of SIGMA TAU GAMMA FOUNDATION INC?
- The employer identification number (EIN) of SIGMA TAU GAMMA FOUNDATION INC is 43-6071658.
- Is SIGMA TAU GAMMA FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to SIGMA TAU GAMMA FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SIGMA TAU GAMMA 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 TAU GAMMA FOUNDATION INC 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 TAU GAMMA FOUNDATION INC 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 TAU GAMMA FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names WP BARLOW JR.
- Who are the officers and directors of SIGMA TAU GAMMA FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 19 people; 0 received compensation from the organization.
- How much revenue does SIGMA TAU GAMMA FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $502,627, expenses of $444,071 and total assets of $3,157,582 at year end.
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