2025-05-15T11:35:02-04:00 2024-06-30 621110839 ATA PLLC 227 OIL WELL RD JACKSON TN 38305 990 2023-07-01 362170145 SIGMA ALPHA EPSILON FOUNDATION SIGM 8474751856 1856 SHERIDAN ROAD EVANSTON IL 602013837 JUAN FARIA DIRECTOR OF FINANCE 8474243004 2025-05-14 true false JOHN D WHYBREW P00708357 7314278571 2025-05-15 2023 2025-03-06 01:10:19Z STEVE MITCHELL 1856 SHERIDAN RD EVANSTON IL 602013837 9348714 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. 16 16 0 220 0 2801875 3047640 90000 86000 455772 771570 272 1 3347919 3905211 950264 1794382 0 0 0 671707 1765724 1957560 2715988 3751942 631931 153269 23508126 25927919 353140 385559 23154986 25542360 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 1613790 1613790 FUNDS USED TO AID FRATERNITY CHAPTERS IN MAINTAINING THE SCHOLARSHIP AND EDUCATIONAL PORTIONS OF THEIR HOUSES. 374548 FUNDS USED TO SUPPORT THE OPERATION AND PRESERVATION OF THE LEVERE MEMORIAL TEMPLE. 239114 157672 FINANCIAL AID PROVIDED FOR SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO SIGMA ALPHA EPSILON COLLEGIATES. 341156 MANAGEMENT FEE AND OTHER MISCELLANEOUS EXPENSES TO SUPPORT PROGRAM ACTIVITIES. 341156 2568608 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 15 0 true 0 false false false false false false false false false false false X 16 16 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 264797 8815 DAN STANCZAK CHIEF BUS. O 16.00 24.00 X 0 118129 4760 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 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 CHAIRMAN 2.00 X 0 0 0 HUGH MILLER TRUSTEE 2.00 X 0 0 0 PETER MITCHELL TRUSTEE 2.00 X 0 0 0 SCOTT POINTNER SECRETARY 2.00 X 0 0 0 JEFF ROVNER TRUSTEE 2.00 X 0 0 0 BO SEDERSTROM TRUSTEE 2.00 X 0 0 0 MATTHEW WEINSTEIN TRUSTEE 2.00 X 0 0 0 382926 13575 false true false 3047640 3047640 RENTAL INCOME -SAE FRATERNITY 80000 80000 RENTAL INCOME - SAE F&H 6000 6000 86000 702004 702004 5513069 5443503 69566 69566 69566 OTHER INCOME 1 1 1 3905211 69567 788004 1518883 1518883 275499 275499 753142 293152 229021 230969 24327 6442 17885 36710 36710 19613 19613 209794 76192 133602 293791 61892 5077 226822 1501 1501 120225 120225 67030 48441 18589 764 764 79678 79678 186858 176829 10029 BANK FEES 59497 59497 AWARDS 39008 36008 3000 MISCELLANEOUS 32166 4661 27505 DONOR PREMIUMS 28024 28024 5432 5432 3751942 2568608 511627 671707 937779 246313 8412 1698 27769 14078 89667 119718 5201517 3540995 1740200 1660522 20704299 23652552 233038 23508126 25927919 223513 376724 129627 8835 353140 385559 X 3895124 4362259 19259862 21180101 23154986 25542360 23508126 25927919 153269 2234105 X false true X true false X 2102852 2745576 3029811 2801875 3047640 13727754 2102852 2745576 3029811 2801875 3047640 13727754 13727754 495507 370094 816454 574692 702004 2958751 150280 150000 100000 90000 86000 576280 17262785 13682 0.79520 0.79490 X PART II, LINE 10 OTHER INCOME 490,280 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19259862 1749613 2820688 3043493 20786670 19101108 1589514 2008226 3438986 19259862 20586491 1872628 -2468501 -889510 19101108 16954727 1810500 4787575 2966311 20586491 16058836 1551848 484486 816530 16954727 0.02630 0.97370 false false 63896 63896 4045460 2448834 1596626 1092161 1092161 1660522 ANNUITY OBLIGATIONS 8835 8835 6139316 2234105 2234105 3905211 3905211 3751942 3751942 3751942 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 75000 EDUCATION GRANT OKLAHOMA MU PO BOX 52009 TULSA OK 74152 736102125 7 19400 HOUSE LIBRARY GRANT IOWA DELTA ALUMNI ASSOC 1235 34TH ST DES MOINES IA 50311 420887635 7 199166 HOUSE LIBRARY GRANT SOUTH DAKOTA SIGMA 856 MADISON ST VERMILLION SD 57069 510175932 7 150920 HOUSE LIBRARY GRANT NORTH DAKOTA ALPHA HOUSING LLC 1856 SHERIDAN ROAD EVANSTON IL 60201 300945254 7 9765 HOUSE LIBRARY GRANT NEW YORK EPSILON 12 MYRTLE AVE TROY NY 12180 237324077 7 546000 HOUSE LIBRARY GRANT ALABAMA ALPHA MU FRATERNAL ASSOC 550 W MAGNOLIA AVE AUBURN AL 36832 237119068 7 150000 HOUSE LIBRARY GRANT KANSAS ALPHA 1301 W CAMPUS RD LAWRENCE KS 66044 480417667 7 294000 HOUSE LIBRARY GRANT TEXAS TAU FOR SAE HOUSING AUTHORITY 985 LUTHER ST W COLLEGE STATION TX 77840 752764982 7 12437 HOUSE LIBRARY GRANT HOUSE CORP OF MISSISSIPPI THETA 25 BOST DR STARKVILLE MS 39759 640310946 7 62195 HOUSE LIBRARY GRANT 10 SCHOLARSHIPS 269 275499 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 264797 8815 273612 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 520 PINS AND BADGES false TOM LAMANTIA VENDOR 25738 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 75000 ACTUAL AMOUNT PAID SIGMA ALPHA EPSILON FRATERNITY J 25500 ACTUAL AMOUNT PAID SIGMA ALPHA EPSILON FRATERNITY K 80000 ACTUAL AMOUNT RECEIVED SIGMA ALPHA EPSILON FRATERNITY O 843461 ACTUAL AMOUNT PAID SIGMA ALPHA EPSILON FRATERNITY P 75475 ACTUAL AMOUNT PAID SIGMA ALPHA EPSILON FRATERNITY N 2881 ACTUAL AMOUNT PAID SAE FINANCIAL AND HOUSING CORP B 9765 ACTUAL AMOUNT PAID SAE FINANCIAL AND HOUSING CORP K 6000 ACTUAL AMOUNT RECEIVED