2026-03-06T08:59:57-06:00 2025-06-30 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2024-07-01 846035598 THE DELTA SIGMA PHI FOUNDATION DELT 3176341899 5975 CASTLE CREEK PKWY NORTH DR 4 INDIANAPOLIS IN 46250 PHIL RODRIGUEZ CEO 3176341899 2026-03-05 1 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2026-03-05 2024 2025-03-06 01:10:19Z PHIL RODRIGUEZ 5975 CASTLE CREEK PKWY NORTH DR 465 INDIANAPOLIS IN 46250 7227115 0 X WWW.DELTASIG.ORG X 1954 IN TO PROMOTE EDUCATIONAL AND CHARITABLE PURPOSES BY PROVIDING SCHOLARSHIPS, STUDENT AID AND ASSISTANCE TO NEEDY AND DESERVING STUDENTS AND BY THE DEVELOPMENT OF EDUCATIONAL WORK IN THE CHAPTERS OF DELTA SIGMA PHI FRATERNITY. 13 13 0 100 0 0 1986533 2751865 0 0 1892791 327384 -5543 0 3873781 3079249 1060727 1178302 0 0 597812 703823 0 0 553780 577750 461793 2236289 2343918 1637492 735331 13805514 15770460 201083 210317 13604431 15560143 TO PROMOTE EDUCATIONAL AND CHARITABLE PURPOSES BY PROVIDING SCHOLARSHIPS, STUDENT AID AND ASSISTANCE TO NEEDY AND DESERVING STUDENTS AND BY THE DEVELOPMENT OF EDUCATIONAL WORK IN THE CHAPTERS OF DELTA SIGMA PHI FRATERNITY. 0 0 1180382 1178302 14134 SCHOLARSHIPS AND GRANTS TO DELTA SIGMA PHI FRATERNITY AND OTHER LOCAL CHAPTERS. 1180382 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 1 1 1 0 0 1 1 0 1 1 1 0 0 0 IN AL AK AR CA CO CT DC FL HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X PHIL RODRIGUEZ 3176341899 5975 CASTLE CREEK PKWY NORTH DR 465 INDIANAPOLIS IN 46250 MICHAEL HOFFMAN PRESIDENT 2.00 X X 0 0 0 BRIAN ASHBY VICE PRESIDENT 2.00 X X 0 0 0 TIMOTHY GENTRY SECRETAR/TREASURER 2.00 X X 0 0 0 JUSTIN BALDWIN TRUSTEE 2.00 X 0 0 0 JOHN BOMA TRUSTEE 2.00 X 0 0 0 JEFF COVA TRUSTEE 2.00 X 0 0 0 DOUG EROH TRUSTEE 2.00 X 0 0 0 RODNEY GOULD TRUSTEE 2.00 X 0 0 0 ERIK JOHANNESEN TRUSTEE 2.00 X 0 0 0 BARRY KALIAN TRUSTEE 2.00 X 0 0 0 JOSH MERCHANT TRUSTEE 2.00 X 0 0 0 TOM SETO TRUSTEE 2.00 X 0 0 0 SCOTT UELNER TRUSTEE 2.00 X 0 0 0 PHIL ROGRIGUEZ CEO 1.00 40.00 X 47199 188795 25122 NATHAN WIGHT CHIEF ADVANCEMENT OFFICER 1.00 40.00 X 143045 0 9319 COURTNEY WILLIAMS CHIEF FINANCIAL OFFICER 1.00 40.00 X 32859 131435 0 223103 320230 34441 1 0 1 0 0 2751865 4854 2751865 330862 330862 4144388 4147866 -3478 -3478 -3478 3079249 0 0 327384 939642 939642 238660 238660 246854 69795 177059 366899 242912 123987 8004 5299 2705 37625 24910 12715 44441 29423 15018 43601 43601 33650 33650 57918 57918 23181 7114 16067 58421 5939 52482 21965 2080 4485 15400 46245 8728 37517 5018 1149 3869 3293 3293 45451 45451 FRATERNITY SERVICES 92979 55787 37192 ALUMNI DEVELOPMENT 14123 14123 PUBLIC RELATIONS 7863 7863 EDUCATION & TRAINING 6963 6963 1122 927 195 2343918 1180382 609756 553780 422465 633357 167898 492282 818334 1208627 0 12292 11588 20723 16908 11562270 12587603 801532 820095 13805514 15770460 12588 15201 129704 108658 58791 86458 201083 210317 X -526544 -72687 14130975 15632830 13604431 15560143 13805514 15770460 X 735331 1157581 62800 X X 0 1 X 1 0 X 1374528 1728303 1083003 1986533 2751865 8924232 1374528 1728303 1083003 1986533 2751865 8924232 1430133 7494099 140407 212785 222373 270359 330862 1176786 470 2580 504 3554 10104572 14731 0.74170 0.76870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11589227 266823 1100619 284401 12672268 10498842 136078 1124649 170342 11589227 9701642 186602 828634 218036 10498842 11491365 261652 -1757844 293531 9701642 9007750 2483615 11491365 0.42944 0.43386 0.13669 0 0 0 ANTIQUES 12065 BENEFICIAL INTEREST REMAINDER TRUST 21506 CASH SURRENDER VALUE LIFE INSURANCE 773004 CHARITABLE GIFT ANNUITY CONTRACTS 13520 820095 CHARITABLE GIFT ANNUITY PAYABLE 13520 DUE TO DELTA SIGMA PHI FRATERNITY 72938 86458 X 4241712 1157581 62800 1220381 3021331 57918 57918 3079249 2286000 0 2286000 57918 57918 2343918 PART V, LINE 4: THE ENDOWMENT FUND HAS BEEN ESTABLISHED TO SUPPORT SCHOLARSHIPS, GRANTS AND AWARDS THROUGH INVESTMENT EARNINGS. PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAW. AS SUCH, THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX AND A CORRESPONDING STATE RETURN, WHICH ARE INOFRMATIONAL RETURNS ONLY. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNDERTAIN POSITION THAT MORE LIEKLY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCREASE IN CSV OF LIFE INSURANCE 61,726. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 1,074. 1 DELTA SIGMA PHI FRATERNITY 5975 CASTLE CREEK PKWY NORTH DR STE 465 INDIANAPOLIS IN 46250 840405009 501(C)7 400000 0 GRANT FOR GENERAL EDUCATIONAL PURPOSES OF NATIONAL FRATERNITY BETA ALPHA ALUMNI OF DELTA SIGMA PHI FRATERNITY INC 2222 152ND AVENUE NORTHEAST REDMOND WA 98052 201029913 501(C)7 287406 0 ACQUISITION OF EDUCATIONAL AREAS/EQUIPMENT FOR CHAPTER HOUSE ALUMNI OF ALPHA MU INC 1522 E MILITARY WAY SALT LAKE CITY UT 84103 541255677 501(C)7 111143 0 CONSTRUCTION/RENOVATION OF EDUCATIONAL AREAS/EQUIPMENT FOR CHAPTER HOUSE DELTA SIGMA PHI FRATERNITY INC ALPHA GAMMA ALUMNI CORPORATION 791 WYLIE ST SE APT 1005 ATLANTA GA 30316 742317021 501(C)7 38000 0 CONSTRUCTION/PURCHASE OF EDUCATIONAL AREAS/EQUIPMENT FOR CHAPTER HOUSE DELTA SIGMA PHI FRATERNITY INC BETA KAPPA ACB 9615 LIVENSHIRE DR DALLAS TX 75238 742317540 501(C)7 20300 0 INTERNET SERVICE AT CHAPTER HOUSE THE ALUMNI CORPORATION OF ETA CHAPTER OF DELTA SIGMA PHI FRATERNITY 900 S 1ST STREET UNIT 313 AUSTIN TX 78704 260084683 501(C)7 15000 0 SCHOLARSHIPS FOR CHAPTER MEMBERS DSP EPSILON RHO ALUMNI ASSOCIATION PO BOX 610743 SAN JOSE CA 951610743 753013910 501(C)7 12000 0 SCHOLARSHIPS FOR CHAPTER MEMBERS ALUMNI ASSOCIATION BETA PI CHAPTER DELTA SIGMA PHI INC 13891 AUTUMN AVENUE GRAND HAVEN MI 49417 386087788 501(C)7 11900 0 SCHOLARSHIPS FOR CHAPTER MEMBERS BETA BETA ALUMNI OF DELTA SIGMA PHI FRATERNITY INC 8312 KNOLLWOOD DRIVE ST LOUIS MO 63121 463509823 501(C)7 8500 0 SCHOLARSHIPS FOR CHAPTER MEMBERS GAMMA EPSILON ALUMNI CORP BOARD OF THE DELTA SIGMA PHI FRATERNITY 1945 RANCHO VERDE CIRCLE WEST DANVILLE CA 94526 320429892 501(C)7 7500 0 SCHOLARSHIPS FOR CHAPTER MEMBERS BETA MU ALUMNI CHAPTER OF THE DELTA SIGMA PHI FRATERNITY 658 HILLCREST ROAD MAYSVILLE KY 41056 273995028 501(C)7 6550 0 SCHOLARSHIPS FOR CHAPTER MEMBERS DELTA SIGMA PHI GAMMA ALPHA CHAPTER ALUMNI CORPORATION BOARD 4555 DEL MONTE AVE SAN DIEGO CA 92107 952414725 501(C)7 6199 0 EXPENSES FOR CHAPTER MEMBERS TO ATTEND DSP NATIONAL PROGRAM 0 12 INDIVIDUAL SCHOLARSHIPS 165 191804 SCHALORSHIP DSP NATIONAL PROGRAM 140 46856 PART I, LINE 2: A WRITTEN REQUEST MUST BE SUBMITTED ALONG WITH RECEIPTS TO PROVIDE PROOF OF EXPENSES. GRANT REQUESTS FOR SCHOLARSHIPS MUST INCLUDE SCHOLARSHIP APPLICATIONS AND COLLEGE TRANSCRIPTS. 0 0 0 0 0 0 0 0 0 PHIL ROGRIGUEZ CEO 38389 153554 8649 34597 161 644 0 0 5024 20098 52223 208893 0 0 COURTNEY WILLIAMS CHIEF FINANCIAL OFFICER 30804 123215 2055 8220 0 0 0 0 0 0 32859 131435 0 0 NATHAN WIGHT CHIEF ADVANCEMENT OFFICER 143045 0 0 0 0 0 0 0 9319 0 152364 0 0 0 SCHEDULE J, LINE 3 THE RELATED ORGANIZATION, DELTA SIGMA PHI FRATERNITY, USES A COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS AND APPROVAL BY A COMPENSATION COMMITTEE IN DETERMINING THE COMPENSATION OF THE CEO. FORM 990, PART VI, SECTION A, LINE 7A THE DELTA SIGMA PHI FRATERNITY GRAND COUNCIL IS CHARGED WITH ELECTING TRUSTEES WHO MEET THE QUALIFICATIONS AS OUTLINED IN THE DELTA SIGMA PHI FOUNDATION'S BY-LAWS. FORM 990, PART VI, SECTION A, LINE 7B PER THE DELTA SIGMA PHI FOUNDATION BY-LAWS, THE BY-LAWS MAY BE AMENDED AT ANY TIME BY VOTE OF A MAJORITY OF THE BOARD, AND WITH THE APPROVAL OF A MAJORITY OF THE GRAND COUNCIL OF THE DELTA SIGMA PHI FRATERNITY, PROVIDED THAT NO SUCH AMENDMENT SHALL BE CONTRARY TO THE PROVISIONS OF THE ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO THE FINANCE / AUDIT COMMITTEE FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY WAS ADOPTED IN 2006. BEGINNING IN 2010 ALL TRUSTEES ARE REQUIRED TO AFFIRM THEIR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN OR VERBAL REQUEST. FORM 990, PART XI, LINE 9: INCREASE IN CSV LIFE INSURANCE 61,726. CHANGE IN VALUE OF SPLIT INTEREST - 1,074. FORM 990, PART XI, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. DELTA SIGMA PHI FRATERNITY 5975 CASTLE CREEK PKWY NORTH DR INDIANAPOLIS IN 46250 840405009 FRATERNITY IN 501(C)(7) 0 DELTA SIGMA PHI HOUSING CORPORATION 5975 CASTLE CREEK PKWY NORTH DR INDIANAPOLIS IN 46250 871686686 HOUSING IN 501(C)(7) DELTA SIGMA PHI FRATERNITY 1 DELTA SIGMA PHI TITLE HOLDING COMPANY 5975 CASTLE CREEK PKWY NORTH DR INDIANAPOLIS IN 46250 883769608 TITLE HOLDING IN 501(C)(2) DELTA SIGMA PHI FRATERNITY 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 DELTA SIGMA PHI FRATERNITY B 400000 COST DELTA SIGMA PHI FRATERNITY N 92979 COST DELTA SIGMA PHI FRATERNITY P 808967 COST