Nonprofit · EIN 52-1370798
SIGMA SIGMA SIGMA FOUNDATION
Tax-exempt · CHAPEL HILL, NC 27514
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,044,835 | $1,008,463 | $36,372 | $3,114,821 | $104,726 | $3,010,095 |
| June 30, 2024 | 990 | $1,313,845 | $931,330 | $382,515 | $3,014,254 | $176,432 | $2,837,822 |
| June 30, 2023 | 990 | $818,284 | $891,196 | -$72,912 | $2,650,353 | $315,561 | $2,334,792 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $970,921
- Program service revenue
- $0
- Investment income
- $73,914
- Net gain from sales of assets
- $800
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $176,357
- Compensation of officers, directors and key employees
- $125,100
- Other salaries and wages
- $268,580
- Salaries, compensation and benefits (total)
- $469,261
- Professional fundraising fees
- $0
- Legal fees
- $17,481
- Accounting fees
- $35,650
- Travel
- $8,441
- Depreciation
- $3,111
- Program services (functional)
- $491,523
- Management and general (functional)
- $331,716
- Fundraising (functional)
- $185,224
Balance sheet and other
- Total assets, start of year
- $3,014,254
- Total assets, end of year
- $3,114,821
- Total liabilities, end of year
- $104,726
- Net assets, end of year
- $3,010,095
- Land, buildings and equipment
- $6,226
- Publicly traded securities
- $2,111,725
- Net assets without donor restrictions
- $356,087
- Net assets with donor restrictions
- $2,654,008
- Gross receipts
- $1,085,421
- Employees
- 5
- Volunteers
- 225
- Year formed
- 1984
- State of legal domicile
- VA
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 | Other / benefits |
|---|---|---|---|---|
| SHELLY BATEMAN | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $120,400 | $1,563 |
| JEANMARIE KOMYATHY | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| MICHELLE TANTILLO | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| BRENDA OSTERMAN RAY | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| HEATHER CRUZ | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| LINDA BLUME | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| CAMILLE CHASTEEN | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| RENEE KRIES | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| KAREN LOWERR | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| NANCY MCGOWAN | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| ALLY SIMON | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| MINDI MAJOR | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| GINA DICKINSON | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| LAURI WINGENROTH | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| BONNIE RAINEY | EX OFFICIO/NATIONAL TREAS. Trustee or director | 5 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOYCE O'DANIEL | EX OFFICIO/NATIONAL PRES. Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHELLY BATEMAN | EXECUTIVE DIRECTOR Trustee or director, Officer | 5 | $115,931 | $6,000 |
| JEANMARIE MATTINGLY | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| MICHELE TANTILO | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| MINDI MAJOR | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| HEATHER CRUZ | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| LINDA BLUME | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| CAMILLE CHASTEEN | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| VALERIE COWEN | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| RENEE KRIES | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| KAREN LOWERR | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| NANCY MCGOWAN | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| LORI RASSATI | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| BRENDA RAY | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| ALY SIMON | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| BONNIE RAINEY | EX OFFICIO/NATIONAL TREAS. Trustee or director | 5 | $0 | $0 |
| JOYCE O'DANIEL | EX OFFICIO/NATIONAL PRES. Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MEGHAN PADEN | EXECUTIVE DIRECTOR THRU 10/22 Officer | 40 | $113,573 | $1,100 |
| SHELLY BATEMAN | VICE CHAIR/EXEC DIR. BEGIN 10/22 Trustee or director, Officer | 5 | $24,650 | $275 |
| JEANMARIE KOMYATHY | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| MINDI MAJOR | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| VERONICA SEYMOUR | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| SUSAN BUCHE AYERS | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| CAMILLE CHASTEEN | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| STEPHANIE A EVERETT | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| NANCY MCGOWAN | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| BETHANY DEINES | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| BONNIE RAINEY | EX OFFICIO/NATIONAL TREAS. Trustee or director | 5 | $0 | $0 |
| HEATHER CRUZ | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| JOYCE O'DANIEL | EX OFFICIO/NATIONAL PRES. Trustee or director | 5 | $0 | $0 |
| BRENDA RAY | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| RENEE KRIES | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| LORI RASSATI | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1506 E FRANKLIN ST STE 300, CHAPEL HILL, NC 27514-2825
- In care of
- % MELISSA MCDERMOTT
- Mailing address (990-N for 2014)
- 4261 Warwick Drive, Anchorage AK 99508
- Principal officer (990 for 2024)
- SHELLY BATEMAN, 1506 E FRANKLIN ST 300, CHAPEL HILL, NC 27514
- Principal officer (990-N for 2014)
- Melissa McDermott, 4261 Warwick Drive, Anchorage AK 99508
- Signed the 990
- SHELLY BATEMAN, EXECUTIVE DIRECTOR
- Phone
- (540) 459-4212
- Website
- WWW.TRISIGMAFOUNDATION.ORG
- Return prepared by
- KSM BUSINESS SERVICES INC
Mission
THE TRI SIGMA FOUNDATION SECURES AND PROVIDES CHARITABLE RESOURCES TO SUPPORT EDUCATIONAL LEADERSHIP DEVELOPMENT, SCHOLARSHIP ASSISTANCE, AND PHILANTHROPIC INITIATIVES, INCLUDING GRANTS TO CHARITABLE PARTNERS SUCH AS MARCH OF DIMES AND COMMUNITY HEALTH ORGANIZATIONS. THESE INITIATIVES PRIMARILY BENEFIT WOMEN AFFILIATED WITH SIGMA SIGMA SIGMA WHILE ADVANCING BROADER CHARITABLE PURPOSES.
Program accomplishments
- AWARDING MERIT-BASED AND NEEDS BASED ACADEMIC SCHOLARSHIPS TO UNDERGRADUATE AND GRADUATE WOMEN AFFILIATED WITH SIGMA SIGMA SIGMA. DESTINATION SIGMA: EDUCATIONAL SCHOLARSHIPS SUPPORTING PARTICIPATION IN STRUCTURED LEADERSHIP DEVELOPMENT PROGRAMMING.Expenses $127,796 · grants $46,100
- ESTABLISHED FOR THE PURPOSE OF AWARDING GRANTS SUPPORTING CHILD LIFE THERAPY AND PEDIATRIC HEALTHCARE SERVICES THROUGH PROGRAMMATIC SUPPORT PROVIDED THROUGH HOSPITALS AND COMMUNITY HEALTHCARE PROVIDERS.Expenses $73,728 · grants $13,387
- ESTABLISHED TO PROVIDE STRUCTURED EDUCATIONAL LEADERSHIP DEVELOPMENT PROGRAMMING DESIGNED TO ENHANCE PERSONAL, PROFESSIONAL, AND CIVIC LEADERSHIP SKILLS FOR WOMEN.Expenses $191,694 · grants $93,780
- MARCH OF DIMES- THE FOUNDATION HAS PARTNERED WITH MARCH OF DIMES FOR THE YEAR ENDED JUNE 30, 2025. SIGMA SIGMA SIGMA SORORITY COLLEGIATE AND ALUMNAE CHAPTERS PARTICIPATE IN THE COLLECTION OF CONTRIBUTIONS ON BEHALF OF THE MARCH OF DIMES, AND SUBSEQUENT DISBURSEMENTS ARE MADE ON BEHALF OF THE FOUNDATION TO THE MARCH OF DIMES.DIVERSITY, EQUITY AND INCLUSION- THE FOUNDATION ESTABLISHED A COMMUNITY GRANT PROGRAM PROVIDING FUNDS TO CREATE EDUCATIONAL PROGRAMS ALLOWING SORORITY MEMBERS TO TAKE AN ACTIVE ROLE IN BUILDING AN INCLUSIVE CULTURE IN THEIR COMMUNITIES.Expenses $98,305 · grants $23,090
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
- 52-1370798
- 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
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,114,821
- Income (IRS master file)
- $1,085,421
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,044,835 | $1,008,463 | $3,114,821 | IRS |
| 990 | June 2024 | $1,313,845 | $931,330 | $3,014,254 | XML |
| 990 | June 2023 | $818,284 | $891,196 | $2,650,353 | XML |
| 990 | June 2022 | $1,081,852 | $822,008 | $2,439,756 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2014 Officer: Melissa McDermott | June 30, 2015 | ≤ $50,000 receipts | – | – | e-Postcard |
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 52-1370798).
Questions about SIGMA SIGMA SIGMA FOUNDATION
- What is the EIN of SIGMA SIGMA SIGMA FOUNDATION?
- The employer identification number (EIN) of SIGMA SIGMA SIGMA FOUNDATION is 52-1370798.
- Is SIGMA SIGMA SIGMA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to SIGMA SIGMA SIGMA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SIGMA SIGMA SIGMA 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 SIGMA SIGMA 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 SIGMA SIGMA 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 SIGMA SIGMA FOUNDATION?
- The 990 for the year ended June 30, 2025 names SHELLY BATEMAN.
- Who are the officers and directors of SIGMA SIGMA SIGMA FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 16 people; 1 received compensation from the organization, the highest $120,400 (SHELLY BATEMAN, EXECUTIVE DIRECTOR).
- How much revenue does SIGMA SIGMA SIGMA FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,044,835, expenses of $1,008,463 and total assets of $3,114,821 at year end.
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