Nonprofit · EIN 46-5602096
OKLAHOMA BETA OF SIGMA PHI EPSILON ALUMNI CORPORATION
Tax-exempt (reinstated) · EDMOND, OK 73003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $884,028 | $781,007 | $103,021 | $1,762,877 | $717,675 | $1,045,202 |
| August 31, 2024 | 990 | $713,278 | $680,772 | $32,506 | $1,675,177 | $732,996 | $942,181 |
| August 31, 2023 | 990 | $713,125 | $788,489 | -$75,364 | $1,659,089 | $749,414 | $909,675 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Membership dues
- $876,464
- Program service revenue
- $876,464
- Investment income
- $7,564
- Net gain from sales of assets
- -$3
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $31,750
- Occupancy
- $92,056
- Depreciation
- $43,202
Balance sheet and other
- Total assets, start of year
- $1,675,177
- Total assets, end of year
- $1,762,877
- Total liabilities, end of year
- $717,675
- Net assets, end of year
- $1,045,202
- Land, buildings and equipment
- $878,695
- Net assets without donor restrictions
- $1,045,202
- Gross receipts
- $992,028
- Employees
- 0
- State of legal domicile
- OK
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDY FUGITT | CHAPTER COUN Trustee or director | 2 | $0 |
| MARC GANZ | BALANCED MAN Trustee or director | 2 | $0 |
| JAMON HERNDON | PRESIDENT Trustee or director, Officer | 2 | $0 |
| SHERRI A RAINWATER | SECRETARY Trustee or director, Officer | 2 | $0 |
| RICH WAGER | TREASURER Trustee or director, Officer | 2 | $0 |
990 for the year ended August 31, 2024: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVE BROWNING | DIRECTOR Trustee or director | 2 | $0 |
| BART CONSEDINE | SCHOLARSHIP Trustee or director | 2 | $0 |
| TAYLOR DOE | PHILANTHROPY Trustee or director | 2 | $0 |
| MARK FISH | DIRECTOR Trustee or director | 2 | $0 |
| ANDY FUGITT | CHAPTER COUN Trustee or director, Officer | 2 | $0 |
| DUNCAN FUGITT | CHAPTER ADVI Trustee or director | 2 | $0 |
| MARC GANZ | BALANCED MAN Trustee or director, Officer | 2 | $0 |
| JAMON HERNDON | PRESIDENT Trustee or director | 2 | $0 |
| TIM LEWIS | DIRECTOR Trustee or director | 2 | $0 |
| CHIP LONG | DIRECTOR Trustee or director | 2 | $0 |
| JEFF MARLEY | FACILITIES D Trustee or director | 2 | $0 |
| BRAD MCPHERSON | DIRECTOR Trustee or director | 2 | $0 |
| MITCHELL MOORE | DIRECTOR Trustee or director, Officer | 2 | $0 |
| WAYNE ROBERTSON | DIRECTOR Trustee or director | 2 | $0 |
| DARYN RODY | INTRAMURALS Trustee or director | 2 | $0 |
| BRAD SCHICK | CAMPAIGN DIR Trustee or director | 2 | $0 |
| BRYAN SCHULHOFF | RELATIONS DI Trustee or director | 2 | $0 |
| COLIN STRICKLAND | RELATIONS DI Trustee or director | 2 | $0 |
| RICH WAGER | TREASURER Trustee or director | 2 | $0 |
| BRAD WATSON | DIRECTOR Trustee or director | 2 | $0 |
| SHAWN WILLIAMS | CHAPTER ADVI Trustee or director | 2 | $0 |
| JOSH YAGER | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended August 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDY FUGITT | CHAPTER COUN Trustee or director, Officer | – | $0 |
| MARC GANZ | CHAPTER ADVI Trustee or director, Officer | – | $0 |
| JAMON HERNDON | PRESIDENT Trustee or director, Officer | 2 | $0 |
| RICH WAGER | TREASURER Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 30005, EDMOND, OK 73003-0001
- In care of
- % MARC GANZ
- Principal officer (990 for 2024)
- JAMON HERNDON, PO BOX 30005, EDMOND, OK 73003
- Signed the 990
- JAMON HERNDON, PRESIDENT
- Phone
- (405) 528-5100
- Return prepared by
- BELL & RHODES PC
Mission
HOUSING FOR UNDERGRADUATE FRATERNITY.
Program accomplishments
- TO FOSTER CONTACT, CO-MINGLING, MENTORSHIP AND FELLOWSHIP AMONG ALUMNI AND ACTIVE MEMBERS OF THE OKLAHOMA BETA CHAPTER OF SIGMA PHI EPSILON AT THE UNIVERSITY OF OKLAHOMA; AND TO HOLD TITLE TO, MAINTAIN AND IMPROVE THE FRATERNITY HOUSE FOR THE CHAPTER.
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 46-5602096
- Tax-exempt status
- 501(c)(7): Social or recreational club
- Donations deductible
- No
- Exempt since
- 2016
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Recreation and sports (N50)
- Assets (IRS master file)
- $1,762,877
- Income (IRS master file)
- $992,028
Revocation and reinstatement
- Exemption revoked
- January 15, 2011
- Posted by the IRS
- January 30, 2016
- Reinstated
- Effective January 15, 2011
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $884,028 | $781,007 | $1,762,877 | XML |
| 990 | August 2024 | $713,278 | $680,772 | $1,675,177 | XML |
| 990 | August 2023 | $713,125 | $788,489 | $1,659,089 | XML |
| 990 | August 2022 | $836,159 | $768,787 | $1,765,917 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | 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 46-5602096).
Questions about OKLAHOMA BETA OF SIGMA PHI EPSILON ALUMNI CORPORATION
- What is the EIN of OKLAHOMA BETA OF SIGMA PHI EPSILON ALUMNI CORPORATION?
- The employer identification number (EIN) of OKLAHOMA BETA OF SIGMA PHI EPSILON ALUMNI CORPORATION is 46-5602096.
- Is OKLAHOMA BETA OF SIGMA PHI EPSILON ALUMNI CORPORATION tax-exempt?
- Yes. The IRS revoked its exemption on January 15, 2011 and reinstated it effective January 15, 2011.
- Are donations to OKLAHOMA BETA OF SIGMA PHI EPSILON ALUMNI CORPORATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OKLAHOMA BETA OF SIGMA PHI EPSILON ALUMNI CORPORATION 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 OKLAHOMA BETA OF SIGMA PHI EPSILON ALUMNI CORPORATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OKLAHOMA BETA OF SIGMA PHI EPSILON ALUMNI CORPORATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of OKLAHOMA BETA OF SIGMA PHI EPSILON ALUMNI CORPORATION?
- The 990 for the year ended August 31, 2025 names JAMON HERNDON.
- Who are the officers and directors of OKLAHOMA BETA OF SIGMA PHI EPSILON ALUMNI CORPORATION?
- The 990 for the year ended August 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does OKLAHOMA BETA OF SIGMA PHI EPSILON ALUMNI CORPORATION have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $884,028, expenses of $781,007 and total assets of $1,762,877 at year end.
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