DELTA SIGMA PHI FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
DELTA SIGMA PHI FOUNDATION (EIN 84-6035598)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-11
IRS object ID
201641329349303584
Schema version
2014v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-11T15:36:14-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351178661PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLUE & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112800 N MERIDIAN STREET SUITE 400AddressLine1Txt
CityCARMELCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN846035598EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DELTA SIGMA PHI FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDELTBusinessNameControlTxt
Phone3176341899PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12960 N MERIDIAN STREET PO BOX 88507AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46208ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICK JESSEEPersonNm
Person TitleCEOPersonTitleTxt
Phone3176341899PhoneNum
Signature2016-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANGELA N CRAWFORDPreparerPersonNm
PTINP00573197PTIN
Phone3178488920PhoneNum
Preparation2016-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPATRICK JESSEEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12960 N MERIDIAN STREET PO BOX 88507AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46208ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,297,742GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.DELTASIG.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1954FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTO 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.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$974,917PYContributionsGrantsAmt
CY Contributions Grants$644,244CYContributionsGrantsAmt
PY Program Service Revenue$52,500PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$151,299PYInvestmentIncomeAmt
CY Investment Income$710,485CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,178,716PYTotalRevenueAmt
CY Total Revenue$1,354,729CYTotalRevenueAmt
PY Grants And Similar Paid$367,942PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$373,216CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$250,640PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$305,179CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$20,768PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$303,677CYTotalFundraisingExpenseAmt
PY Other Expenses$297,723PYOtherExpensesAmt
CY Other Expenses$282,667CYOtherExpensesAmt
PY Total Expenses$937,073PYTotalExpensesAmt
CY Total Expenses$961,062CYTotalExpensesAmt
PY Revenues Less Expenses$241,643PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$393,667CYRevenuesLessExpensesAmt
Total Assets BOY$8,231,107TotalAssetsBOYAmt
Total Assets EOY$8,354,945TotalAssetsEOYAmt
Total Liabilities BOY$279,394TotalLiabilitiesBOYAmt
Total Liabilities EOY$175,327TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,951,713NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,179,618NetAssetsOrFundBalancesEOYAmt
MissionTO 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$373,216ExpenseAmt
Grant$373,216GrantAmt
DescSCHOLARSHIPS AND GRANTS TO DELTA SIGMA PHI FRATERNITY AND OTHER LOCAL CHAPTERS.Desc
Total Program Service Expenses$373,216TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
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Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PATRICK JESSEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3176341899PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12960 N MERIDIAN STREET PO BOX 88507AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46208ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
BARRETT KALIAN
BOARD MEMBER2.00Yes (X)$0$0$0
JUSTIN BALDWIN
BOARD MEMBER2.00Yes (X)$0$0$0
ALLEN FORE
PAST PRESIDENT2.00Yes (X)$0$0$0
JAMES LARSON
BOARD MEMBER2.00Yes (X)$0$0$0
THOMAS CYCYOTA
BOARD MEMBER2.00Yes (X)$0$0$0
MICHAEL HOFFMAN
PRESIDENT2.00Yes (X)$0$0$0Yes (X)
MICHAEL SILVAGGI
BOARD MEMBER2.00Yes (X)$0$0$0
MICHAEL PETRIK
BOARD MEMBER2.00Yes (X)$0$0$0
SCOTT WILEY
BOARD MEMBER2.00Yes (X)$0$0$0
BRADLEY SULLIVAN
VICE PRESIDENT2.00Yes (X)$0$0$0Yes (X)
MARK NEAL
BOARD MEMBER2.00Yes (X)$0$0$0
KENNETH RILEY
BOARD MEMBER2.00Yes (X)$0$0$0
PATRICK JESSEE
CEO25.00$0$0$0Yes (X)
NATHAN WIGHT
CHIEF ADVANCEMENT OFFICER40.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$644,244AllOtherContributionsAmt
Noncash Contributions$81,118NoncashContributionsAmt
Total Contributions$644,244TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$230,396TotalRevenueColumnAmt
Exclusion$230,396ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,757,242SecuritiesAmt
Other$665,860OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,631,743SecuritiesAmt
Other$311,270OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$125,499SecuritiesAmt
Other$354,590OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$480,089TotalRevenueColumnAmt
Related Or Exempt Func Income$354,590RelatedOrExemptFuncIncomeAmt
Exclusion$125,499ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,354,729TotalRevenueColumnAmt
Related Or Exempt Func Income$354,590RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$355,895ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$373,216TotalAmt
Program Services$373,216ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$280,343TotalAmt
Management And General$113,633ManagementAndGeneralAmt
Fundraising$166,710FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$4,922TotalAmt
Management And General$4,922ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$10,180TotalAmt
Management And General$10,180ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,734TotalAmt
Management And General$9,734ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$9,328TotalAmt
Management And General$9,328ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,500TotalAmt
Management And General$18,500ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$13,347TotalAmt
Management And General$13,347ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$23,430TotalAmt
Management And General$23,430ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$35,480TotalAmt
Management And General$19,866ManagementAndGeneralAmt
Fundraising$15,614FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,641TotalAmt
Management And General$5,641ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$45,048TotalAmt
Management And General$1,375ManagementAndGeneralAmt
Fundraising$43,673FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$253TotalAmt
Management And General$253ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$442TotalAmt
Management And General$442ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$16,446TotalAmt
Fundraising$16,446FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
RESEARCH$48,162$48,162
FRATERNITY SERVICES$39,188$39,188
ALUMNI DEVELOPMENT$8,786$8,786
EDUCATION & TRAINING$5,151$5,151

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$13,465TotalAmt
Management And General$9,179ManagementAndGeneralAmt
Fundraising$4,286FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$961,062TotalAmt
Program Services$373,216ProgramServicesAmt
Management And General$284,169ManagementAndGeneralAmt
Fundraising$303,677FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$168,343BOYAmt
EOY$55,039EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,733,665BOYAmt
EOY$4,789,019EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$973,583BOYAmt
EOY$911,668EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$866BOYAmt
EOY$866EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,060BOYAmt
EOY$10,380EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$311,712BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,096,549BOYAmt
EOY$1,946,696EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$945,329BOYAmt
EOY$641,277EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,231,107BOYAmt
EOY$8,354,945EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,345BOYAmt
EOY$11,738EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$277,049BOYAmt
EOY$163,589EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$279,394BOYAmt
EOY$175,327EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$930,851BOYAmt
EOY-$680,800EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,069,871BOYAmt
EOY$6,960,905EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,812,693BOYAmt
EOY$1,899,513EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,951,713BOYAmt
EOY$8,179,618EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,231,107BOYAmt
EOY$8,354,945EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$393,667ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$183,983NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$18,221OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$720,302CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,138,699CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$378,164CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$974,917CurrentTaxYearMinus1YearAmt
Current Tax Year$644,244CurrentTaxYearAmt
Total$3,856,326TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$52,500CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$52,500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$52,500CurrentTaxYearMinus1YearAmt
Total$210,000TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$772,802CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,191,199CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$430,664CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,027,417CurrentTaxYearMinus1YearAmt
Current Tax Year$644,244CurrentTaxYearAmt
Total$4,066,326TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,364CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,416CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,462CurrentTaxYearMinus1YearAmt
Current Tax Year$9,150CurrentTaxYearAmt
Total$88,392TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,364CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,416CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,462CurrentTaxYearMinus1YearAmt
Current Tax Year$9,150CurrentTaxYearAmt
Total$88,392TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$3,977,934PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$48,721CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$79,972CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$112,779CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$151,299CurrentTaxYearMinus1YearAmt
Current Tax Year$230,396CurrentTaxYearAmt
Total$623,167TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$48,721CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$79,972CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$112,779CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$151,299CurrentTaxYearMinus1YearAmt
Current Tax Year$230,396CurrentTaxYearAmt
Total$623,167TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$65,450CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,977CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,248CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$55,116CurrentTaxYearMinus1YearAmt
Total$169,791TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$886,973CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,295,148CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$568,691CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,233,832CurrentTaxYearMinus1YearAmt
Current Tax Year$874,640CurrentTaxYearAmt
Total$4,859,284TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.81860PublicSupportCY509Pct
Public Support PY5090.83350PublicSupportPY509Pct
Investment Income CY0.12820InvestmentIncomeCYPct
Investment Income PY0.09110InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,139,158BeginningYearBalanceAmt
Contributions$373,085ContributionsAmt
Investment Earnings Or Losses$91,046InvestmentEarningsOrLossesAmt
Grants Or Scholarships$152,666GrantsOrScholarshipsAmt
End Year Balance$6,450,623EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,925,950BeginningYearBalanceAmt
Contributions$31,248ContributionsAmt
Investment Earnings Or Losses$297,157InvestmentEarningsOrLossesAmt
Grants Or Scholarships$115,197GrantsOrScholarshipsAmt
End Year Balance$6,139,158EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,741,671BeginningYearBalanceAmt
Contributions$35,963ContributionsAmt
Investment Earnings Or Losses$211,459InvestmentEarningsOrLossesAmt
Grants Or Scholarships$63,143GrantsOrScholarshipsAmt
End Year Balance$5,925,950EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,577,875BeginningYearBalanceAmt
Contributions$189,271ContributionsAmt
Investment Earnings Or Losses$30,496InvestmentEarningsOrLossesAmt
Grants Or Scholarships$60,142GrantsOrScholarshipsAmt
Administrative Expenses-$4,171AdministrativeExpensesAmt
End Year Balance$5,741,671EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,513,288BeginningYearBalanceAmt
Contributions$83,948ContributionsAmt
Investment Earnings Or Losses$70,865InvestmentEarningsOrLossesAmt
Grants Or Scholarships$84,876GrantsOrScholarshipsAmt
Administrative Expenses$5,350AdministrativeExpensesAmt
End Year Balance$5,577,875EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.28390PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.71610TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDescBook ValueBookValueAmt
ANTIQUES$12,065
INTEREST IN CHARITABLE LEAD TRUST$34,375
BENEFICIAL INTEREST REMAINDER TRUST$21,661
CASH SURRENDER VALUE LIFE INSURANCE$515,268
CHARITABLE GIFT ANNUITY CONTRACTS$57,908
FieldValueIRS element (for citing)
Total Book Value Other Assets$641,277TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO DELTA SIGMA PHI FRATERNITY$105,681
CHARITABLE GIFT ANNUITY PAYABLE$57,908
FieldValueIRS element (for citing)
Total Liability$163,589TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,200,863TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$183,983NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$25,243DonatedServicesAndUseFcltsAmt
Other Revenue$18,221OtherRevenueAmt
Revenue Not Reported-$140,519RevenueNotReportedAmt
Revenue Subtotal$1,341,382RevenueSubtotalAmt
Investment Expenses Not Incld$13,347InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$13,347RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,354,729TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$972,958TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$25,243DonatedServicesUseFcltsAmt
Expenses Not Reported$25,243ExpensesNotReportedAmt
Expenses Subtotal$947,715ExpensesSubtotalAmt
Investment Expenses Not Incld2$13,347InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$13,347ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$961,062TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ENDOWMENT FUND HAS BEEN ESTABLISHED TO SUPPORT SCHOLARSHIPS, GRANTS AND AWARDS THROUGH INVESTMENT EARNINGS.
PART X, LINE 2:INCOME TAX STATUS: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND RELATED STATE LAWS. 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 INFORMATIONAL 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 UNCERTAIN POSITION THAT MORE LIKELY 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, 2015 AND 2014, 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:CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -2,345. INCREASE IN CSV LIFE INSURANCE 20,566.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
BETA BETA ALUMNI CORPORATION BOARD OF DELTA SIGMA PHI
PO BOX 15177ST LOUISMO63110742317469501(C)(7)$57,330SCHOLARSHIPS
BETA MU ALUMNI CHAPTER OF DELTA SIGMA PHI
3444 DIXIANA DRIVELEXINGTONKY36201611235852501(C)(7)$7,669PURCHASE OF EDUCATIONAL PORTION OF HOUSE
DELTA SIGMA PHI FRATERNITY
2960 N MERIDIAN STREET PO BOX 88507INDIANAPOLISIN46208840405009501(C)(7)$123,000SCHOLARSHIPS
DELTA SIGMA PHI EPSILON RHO ASSOCIATION
1384 RUE AVATISAN JOSECA95131956102168501(C)(7)$5,000SCHOLARSHIPS
DELTA EPSILON ACB OF DELTA SIGMA PHI
215 W 8TH STROLLAMO65401262648250501(C)(7)$6,768EDUCATIONAL HOUSE GRANT AND SCHOLARSHIPS
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org5TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationA WRITTEN REQUEST MUST BE SUBMITTED ALONG WITH RECEIPTS TO PROVIDE PROOF OF EXPENSES. GRANT REQUESTS FOR SCHOLARSHIPS MUST INCLUDE SCHOLARSHIP APPLICATIONS AND COLLEGE TRANSCRIPTS.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$81,118NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationTHIRD PARTY INVESTMENT BROKER PROCESSES STOCK DONATIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE 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 7BPER 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 11THE FORM 990 WAS PROVIDED TO THE CHAIRMAN OF THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. ONCE THE CHAIRMAN APPROVES THE FORM 990, IT IS FORWARDED TO ALL OTHER MEMBERS OF THE GOVERNING BODY PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN OR VERBAL REQUEST.
FORM 990, PART VIITHE CEO AND CHIEF ADVANCEMENT OFFICER ARE COMPENSATED BY AN AFFILATED, BUT UNRELATED, ENTITY.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -2,345. INCREASE IN CSV LIFE INSURANCE 20,566.
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.

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