2015-01-12T15:57:21-06:00 2014-05-31 350905983 K B PARRISH & CO LLP 6840 EAGLE HIGHLANDS WAY INDIANAPOLIS IN 46254 990 2013-06-01 136093817 THE SIGMA ALPHA MU FOUNDATION SIGM 3177898339 8701 FOUNDERS ROAD INDIANAPOLIS IN 46268 RONALD S KATCH TREASURER 3177898339 2014-12-24 1 RYAN KEITH CPA P00846149 3173475200 2013 2016-03-07 17:11:31Z HANNO D MOTT 8701 FOUNDERS ROAD INDIANAPOLIS IN 46268 2119134 0 X HTTP://SAM-FDN.ORG/HOME X 1944 DC SEE SCHEDULE O.TO SUPPORT THE EDUCATIONAL INTERESTS AND ACTIVITIES OF THE SIGMA ALPHA MU FRATERNITY, TO FURNISH STUDENT AID, AND TO ENCOURAGE AND DEVELOP CONDUCT AND TRAITS OF CHARACTER CONSISTENT WITH HIGH MORALS, CONSTRUCTIVE CITIZENSHIP, SCHOLARSHIP, LEADERSHIP AND COMMUNITY SERVICE. 17 17 5 30 6323 4292 389608 442959 0 0 552128 330187 37290 39458 979026 812604 272047 271515 0 0 104789 64422 0 0 69603 460673 264338 837509 600275 141517 212329 7704858 8277501 421736 357566 7283122 7919935 TO SUPPORT THE EDUCATIONAL INTERESTS AND ACTIVITIES OF THE SIGMA ALPHA MU FRATERNITY, FURNISH STUDENT AID, AND ENCOURAGE AND DEVELOP CONDUCT AND TRAITS OF CHARACTER CONSISTENT WITH HIGH MORALS, CONSTRUCTIVE CITIZENSHIP, SCHOLARSHIP, LEADERSHIP AND COMMUNITY SERVICE. 0 0 60428 55399 EDUCATIONAL GRANTS PAID TO SIGMA ALPHA MU FRATERNITY, INC. TO SUPPORT THE EDUCATIONAL PROGRAMS THAT PROMOTE HIGHER EDUCATION AND SELF-DEVELOPMENT FOR UNDERGRADUATE MEMBERS OF SIGMA ALPHA MU FRATERNITY, INC. 226117 201800 SCHOLARSHIPS ARE AWARDED TO UNDERGRADUATES AND GRADUATE STUDENTS ATTENDING COLLEGES AND UNIVERSITIES IN THE UNITED STATES AND CANADA. THE SCHOLARSHIPS ARE PROVIDED FOR THE PROMOTION OF HIGHER EDUCATION. 15615 14316 CHARITABLE CONTRIBUTIONS MADE TO OTHER INSTITUTIONS FOR PROMOTION OF LEADERSHIP. 302160 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 5 1 1 1 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IN AK AZ AR CA CT FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA DC WA WV WI X X X THE ORGANIZATION 3177898339 8701 FOUNDERS ROAD INDIANAPOLIS IN 46268 X HANNO D MOTT PRESIDENT 5.00 X X 0 0 0 DAVID H PHILLIPS VICE PRESIDENT 5.00 X X 0 0 0 RONALD S KATCH TREASURER 5.00 X X 0 0 0 DAVID S RICE ASSISTANT TREASURER 5.00 X X 0 0 0 DENNIS G PAESE SECRETARY 1.00 X X 0 0 0 JERRY MILLER TRUSTEE 1.00 X 0 0 0 ROBERT B FAGENSON TRUSTEE 1.00 X 0 0 0 DR ALVIN W COHN TRUSTEE 1.00 X 0 0 0 ROBERT S WEISS TRUSTEE 1.00 X 0 0 0 BARRY M EPSTEIN TRUSTEE 1.00 X 0 0 0 SIDNEY H GULLER TRUSTEE 1.00 X 0 0 0 HOWARD B MILLER TRUSTEE 1.00 X 0 0 0 NATHAN C MARGOLIS TRUSTEE 1.00 X 0 0 0 MICHAEL W BROWN TRUSTEE 1.00 X 0 0 0 HARVEY A WEISBLAT TRUSTEE 1.00 X 0 0 0 ROY M NEULICHT TRUSTEE 1.00 X 0 0 0 JOHN PAINE TRUSTEE 1.00 X 0 0 0 RICHARD WILLIAMSON FORMER TRUSTEE 1.00 X 0 0 0 SCOTT A STONE FORMER TRUSTEE 1.00 X 0 0 0 DONALD J STEIN FORMER TRUSTEE 1.00 X 0 0 0 JAMES R ALEXANDER FORMER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 442959 442959 299588 299588 58666 19208 39458 39458 6323 33135 1317921 1287322 30599 30599 30599 812604 0 6323 363322 69715 69715 201800 201800 58970 20723 30950 7297 940 165 717 58 4512 984 3182 346 13929 13929 17620 17620 45191 45191 12063 2000 8063 2000 12532 9301 3231 16877 1000 2110 13767 6885 6885 1718 773 687 258 10641 5000 5641 16419 16419 20975 20975 19069 19069 SOLICITATION EXPENSE 40502 40502 BAD DEBT EXPENSE 12046 12046 OCTAGONIAN 11624 11624 MISCELLANEOUS 2234 2234 4013 1869 2144 600275 302160 228512 69603 176878 270711 252604 271262 332082 323857 30837 0 4816 5373 15799 19119 961993 98548 892506 863445 5999336 6523734 7704858 8277501 39385 6936 36495 13687 338144 329035 7712 7908 421736 357566 X 424848 452825 3103987 3590850 3754287 3876260 7283122 7919935 7704858 8277501 212329 424484 0 X X 0 1 X 1 0 X 892583 374385 382537 389608 442959 2482072 892583 374385 382537 389608 442959 2482072 250391 2231681 242269 247735 243125 255664 299588 1288381 3671 6323 9994 352 97832 40852 139036 3919483 10293 0.56940 0.53500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4568640 118211 486078 154897 -46621 4971411 3933283 83455 584806 160736 -127832 4568640 3637279 17138 -29739 139568 -448173 3933283 3438425 161213 557969 93500 426828 3637279 2713457 48627 753841 77500 3438425 0.02040 0.77970 0.19990 0 0 82500 82500 861927 92081 769846 17566 6467 11099 863445 SECURITY DEPOSIT 4583 DUE TO SIGMA ALPHA MU FRATERNITY, INC. 3075 DUE TO SIGMA ALPHA MU FOUNDATION OF CANADA 250 7908 X 1199059 424484 424484 774575 45191 -7162 38029 812604 562246 19208 19208 543038 45191 12046 57237 600275 PART V, LINE 4: INVESTMENT EARNINGS FROM ENDOWMENT FUNDS ARE USED TO AWARD SCHOLARSHIPS TO UNDERGRADUATE AND GRADUATE STUDENTS ATTENDING COLLEGES AND UNIVERSITIES AND TO FUND EDUCATIONAL GRANTS TO ORGANIZATIONS TO PROMOTE SCHOLARSHIP, LEADERSHIP, CITIZENSHIP, AND STUDENT HEALTH PROGRAMS. PART X, LINE 2: THE FOUNDATION FILES FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) WITH THE U.S. FEDERAL GOVERNMENT. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR JURISDICTIONS IN WHICH THE FOUNDATION HAS FILED TAX RETURNS FOR YEARS PRIOR TO THE YEAR ENDED JUNE 30, 2011. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES INCLUDED IN INCOME ON 990 -19,208. CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES 12,046. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES INCLUDED IN INCOME ON 990 19,208. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES 12,046. SCHEDULE D, PART V, LINE 4: THE ORGANIZATION INVESTS AND GROWS ITS ENDOWMENT FUNDS IN ORDER TO USE THE INCOME TO FURTHER SUPPORT ITS CHARITABLE AND EDUCATIONAL MISSION. 1 SIGMA ALPHA MU FRATERNITY INC 8701 FOUNDERS ROAD INDIANAPOLIS IN 46268 131306360 501(C)(7) 55399 LEADERSHIP SCHOOLS, ALCOHOL AWARENESS EDUCATION AND CITIZENSHIP TRAINING UNIVERSITY OF SOUTHERN CALIFORNIA FOUNDATION 3601 TROUSDALE PARKWAY LOS ANGELES CA 90089 951642394 501(C)(3) 5000 GREEK LEADERSHIP FUND GRANT. 1 1 SCHOLARSHIPS 224 201800 PART I, LINE 2: THE FOUNDATION ONLY APPROVES GRANTS THAT ARE FOR USE IN A SPECIFIC PROGRAM BASED ON BUDGETS AND ALSO REVIEWS THEM AFTER THE PROGRAMS HAVE TAKEN PLACE TO ENSURE THAT PROPOSALS WERE FOLLOWED. AMOUNTS ARE DISBURSED ONLY AFTER THAT REVIEW PROCESS. SIGMA ALPHA MU FRATERNITY INC SUBSTANTIAL CONTRIBUTOR 55399 EDUCATIONAL PROGRAMMING GRANTS EDUCATIONAL PROGRAMMING GRANTS FORM 990, PART VI, SECTION B, LINE 11 THE RETURN IS PRESENTED TO THE EXECUTIVE COMMITTEE FOR APPROVAL AND ISSUED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A DIRECTOR MUST SUBMIT AN ANNUAL DISCLOSURE OF CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990, APPLICATION FOR EXEMPTION, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE, UPON REQUEST, IN A TIMELY MANNER, AND SUBJECT TO THE CHARGES PERMITTED BY LAW TO ANY INDIVIDUALS WHO REQUEST THE INFORMATION. THE FORM 990 IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE. FORM 990, PART XII, LINE 2C: THE AUDIT/TAX COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSEEING THE AUDIT PROCESS AS WELL AS SELECTING AN INDEPENDENT ACCOUNTANT.