2024-05-15T22:15:34-04:00 2023-06-30 621110839 ATA PLLC 227 OIL WELL RD JACKSON TN 38305 990 2022-07-01 362170145 SIGMA ALPHA EPSILON FOUNDATION SIGM 8474751856 1856 SHERIDAN ROAD EVANSTON IL 602013837 STEVE MITCHELL CEO 8474243004 2024-05-15 true STEVE MITCHELL 999009999 false JOHN D WHYBREW P00708357 7314278571 2024-05-15 2022 2023-04-26 12:10:37Z STEVE MITCHELL 1856 SHERIDAN RD EVANSTON IL 602013837 6097099 false X WWW.SAE.NET X 1927 IL 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. 14 14 0 220 0 3029811 2801875 100000 90000 1018143 455772 200 272 4148154 3347919 960707 950264 0 0 0 604409 1585598 1765724 2546305 2715988 1601849 631931 21163081 23508126 268692 353140 20894389 23154986 X 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. false false 505528 505528 FUNDS USED TO AID FRATERNITY CHAPTERS IN MAINTAINING THE SCHOLARSHIP AND EDUCATIONAL PORTIONS OF THEIR HOUSES. 314096 FUNDS USED TO SUPPORT THE OPERATION AND PRESERVATION OF THE LEVERE MEMORIAL TEMPLE. 485809 460809 FINANCIAL AID PROVIDED FOR SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO SIGMA ALPHA EPSILON COLLEGIATES. 295993 MANAGEMENT FEE AND OTHER MISCELLANEOUS EXPENSES TO SUPPORT PROGRAM ACTIVITIES. 295993 1601426 true true false false false false false false false true true false false false true false true false false false false false false false false false false true true true false false false false false false false true false false false false false true true true true false true 21 0 true 0 false false false false false false false false false false false X 14 14 false false false false false true false true true false false true true true true true true true true false IL X STEVE MITCHELL 8474751856 1856 SHERIDAN RD EVANSTON IL 602013837 STEVE MITCHELL CEO 40.00 X 0 210212 10026 DAN STANCZAK CHIEF BUS. O 14.00 26.00 X 0 114426 7088 DAN ALSAKER TRUSTEE 2.00 X 0 0 0 HENRY BEATTIE TRUSTEE 2.00 X 0 0 0 STEVE BURT TRUSTEE 2.00 X 0 0 0 DEBASHIS CHOWDHURY TRUSTEE 2.00 X 0 0 0 JACK COUNTS TRUSTEE 2.00 X 0 0 0 GRANT GIER TRUSTEE 2.00 X 0 0 0 JOE HALCOMB TRUSTEE 2.00 X 0 0 0 GRAHAM HILL TRUSTEE 2.00 X 0 0 0 LES IRELAND VICE CHAIRMA 2.00 X 0 0 0 FRED KLEISNER TRUSTEE 2.00 X 0 0 0 TOM LAMANTIA PRESIDENT/CH 6.00 X 0 0 0 SCOTT POINTNER SECRETARY 4.00 X 0 0 0 BO SEDERSTROM TRUSTEE 2.00 X 0 0 0 MATTHEW WEINSTEIN TRUSTEE 2.00 X 0 0 0 324638 17114 false true false 2801875 2801875 RENTAL INCOME -SAE FRATERNITY 90000 90000 90000 574692 574692 2630260 2749180 -118920 -118920 -118920 OTHER INCOME 272 272 272 3347919 -118648 664692 701886 701886 248378 248378 737069 277079 229021 230969 24175 24175 34758 34758 27680 27680 164764 72960 91804 250393 39667 3415 207311 11530 11530 132835 132835 63664 37000 26664 764 764 81007 81007 124726 104501 20225 BANK FEES 49538 49538 DONOR PREMIUMS 32673 32673 AWARDS 16714 16073 641 MISCELLANEOUS 8482 -790 9272 4952 4952 2715988 1601426 510153 604409 560897 937779 8140 8412 46738 27769 77064 89667 5201517 3461317 1821207 1740200 18649035 20704299 21163081 23508126 100638 223513 168054 129627 268692 353140 X 1793281 3895124 19101108 19259862 20894389 23154986 21163081 23508126 631931 1628666 X false true X true false X 1686483 2102852 2745576 3029811 2801875 12366597 1686483 2102852 2745576 3029811 2801875 12366597 12366597 432099 495507 370094 816454 574692 2688846 11573 150280 150000 100000 90000 501853 15557296 39215 0.79490 0.79980 X PART II, LINE 10 OTHER INCOME 411,853 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19101108 1589514 2008226 3438986 19259862 20586491 1872628 -2468501 -889510 19101108 16954727 1810500 4787575 2966311 20586491 16058836 1551848 484486 816530 16954727 15905569 613482 818819 1187499 91535 16058836 0.02840 0.97160 false false 63896 63896 4045460 2369156 1676304 1092161 1092161 1740200 DUE TO SAE FRATERNITY 120006 ANNUITY OBLIGATIONS 9621 129627 4976585 1628666 1628666 3347919 3347919 2715988 2715988 2715988 SCHEDULE D, PAGE 2, PART V, LINE 4 ALL ENDOWMENTS ARE INTENDED TO PROVIDE SUPPORT FOR SCHOLARSHIPS, GRANTS, EDUCATIONAL ACTIVITIES OR MAINTENANCE OF THE LEVERE MEMORIAL TEMPLE. true SIGMA ALPHA EPSILON FRATERNITY 1856 SHERIDAN RD EVANSTON IL 60201 361773950 7 150000 EDUCATION GRANT DEVOTIE HALL ASSOCIATION 2707 CLIFTON AVE CINCINNATI OH 45219 316051098 7 92716 HOUSE LIBRARY GRANT SOUTH DAKOTA SIGMA 856 MADISON ST VERMILLION SD 57069 510175932 7 73565 HOUSE LIBRARY GRANT MISSISSIPPI THETA CHAPTER 1856 SHERIDAN ROAD EVANSTON IL 60201 640310946 7 174019 HOUSE LIBRARY GRANT NORTH DAKOTA ALPHA HOUSING LLC 1856 SHERIDAN ROAD EVANSTON IL 60201 300945254 7 22616 HOUSE LIBRARY GRANT OHIO TAU HOUSING LLC 1856 SHERIDAN ROAD EVANSTON IL 60201 833575417 7 49179 HOUSE LIBRARY GRANT OREGON BETA HOUSING LLC 1856 SHERIDAN ROAD EVANSTON IL 60201 371779399 7 129791 HOUSE LIBRARY GRANT IDAHO ALPHA HOUSING LLC 1856 SHERIDAN ROAD EVANSTON IL 60201 843119366 7 7500 HOUSE LIBRARY GRANT 8 SCHOLARSHIPS 206 248378 SCHEDULE I, PAGE 1, PART I, LINE 2 USE OF LIBRARY GRANTS ARE MONITORED BY STAFF OF SIGMA ALPHA EPSILON FRATERNITY AND ALUMNI ADVISORS FOR THE CHAPTERS AND CHAPTER HOUSE CORPORATIONS. SCHEDULE I, PAGE 4, PART IV THE NUMBER OF INDIVIDUALS RECEIVING GRANTS AND ASSISTANCE LISTED IN PART III, COLUMN B IS THE ACTUAL NUMBER. IT IS NOT ESTIMATED. false false false false false false false false false STEVE MITCHELL CEO 210212 10026 220238 SCHEDULE J, PART III SIGMA ALPHA EPSILON FOUNDATION HAS NO EMPLOYEES OF ITS OWN. SIGMA ALPHA EPSILON FOUNDATION REIMBURSES SIGMA ALPHA EPSILON FRATERNITY FOR SHARED EMPLOYEE COSTS BY PAYING THE FRATERNITY A MANAGEMENT FEE. KEN TRACEY VENDOR 15072 PINS AND BADGES false TOM LAMANTIA VENDOR 3500 DIGITAL PLATFORM false FORM 990 - ORGANIZATION'S 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. FORM 990, PAGE 2, PART III, LINE 4D MANAGEMENT FEE AND OTHER MISCELLANEOUS EXPENSES TO SUPPORT PROGRAM ACTIVITIES. FORM 990, PAGE 6, PART VI, LINE 7A TRUSTEES OF THE FOUNDATION BOARD ARE NOMINATED AND ELECTED BY THE BOARD. FORM 990, PAGE 6, PART VI, LINE 11B A DRAFT OF THE 990 IS EMAILED AND OR GIVEN TO EACH OF THE VOTING BOARD MEMBERS AND OTHER KEY EMPLOYEES FOR THEM TO REVIEW PRIOR TO SENDING INTO THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION SENDS OUT ON AN ANNUAL BASIS A COPY OF THEIR CONFLICT OF INTEREST POLICY AND ASKS THAT EACH BOARD MEMBER, COMMITTEE MEMBER, OFFICER, AND EMPLOYEE REVIEW THEIR POLICY AND SIGN A CONFLICT OF INTEREST DOCUMENT WHICH IS REVIEWED BY THE ORGANIZATION. ANY CONFLICTS ARE REVIEWED BY THE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 15A NO. SIGMA ALPHA EPSILON FOUNDATION HAS NO EMPLOYEES OF ITS OWN. SIGMA ALPHA EPSILON FOUNDATION REIMBURSES SIGMA ALPHA EPSILON FRATERNITY FOR SHARED EMPLOYEES COSTS THROUGH PAYING THE FRATERNITY A MANAGEMENT FEE. FORM 990, PAGE 6, PART VI, LINE 15B NO. SIGMA ALPHA EPSILON FOUNDATION HAS NO EMPLOYEES OF ITS OWN. SIGMA ALPHA EPSILON FOUNDATION REIMBURSES SIGMA ALPHA EPSILON FRATERNITY FOR SHARED EMPLOYEE COSTS THROUGH PAYING THE FRATERNITY A MANAGEMENT FEE. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION STATES ON ITS WEBSITE THAT A COPY OF THE ORGANIZATIONS LAWS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND OTHER DOCUMENTS CAN BE OBTAINED BY MAKING A REQUEST TO THE CEO'S OFFICE. SIGMA ALPHA EPSILON FRATERNITY 1856 SHERIDAN ROAD EVANSTON IL 60201 361773950 EDUCATION IL 501 C7 N/A false SAE FINANCIAL AND HOUSING CORP 1856 SHERIDAN ROAD EVANSTON IL 60201 364496831 HOUSING IL 501 C7 N/A false false true false false false false false false false true true false false true true true false false false SIGMA ALPHA EPSILON FRATERNITY B 150000 ACTUAL AMOUNT PAID SIGMA ALPHA EPSILON FRATERNITY J 25500 ACTUAL AMOUNT PAID SIGMA ALPHA EPSILON FRATERNITY K 90000 ACTUAL AMOUNT RECEIVED SIGMA ALPHA EPSILON FRATERNITY O 753142 ACTUAL AMOUNT PAID SIGMA ALPHA EPSILON FRATERNITY P 145644 ACTUAL AMOUNT PAID SIGMA ALPHA EPSILON FRATERNITY N 2881 ACTUAL AMOUNT PAID SAE FINANCIAL AND HOUSING CORP B 178970 ACTUAL AMOUNT PAID