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Virginia · Nonprofit

SIGMA PHI EPSILON EDUCATIONAL FOUNDATION

SIGMA PHI EPSILON EDUCATIONAL FOUNDATION (Virginia) receives grants from 48 organizations whose IRS filings report $3,757,723 to it, the largest being DONOR ADVISED CHARITABLE GIVING INC ($978,164). 29 of them have funded it in more than one year, and 74% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2025
$9.2M
Funders on record
48
Grants received
$3.8M
Net assets
$56M
29/48 repeat funderspeak grant-dependency 10%
01What it does

What Sigma Phi Epsilon Educational Foundation does

Mission

To stimulate intellectual achievement, promote morality and citizenship and encourage physical and social development at chapters of sigma phi epsilon fraternity.

As stated on its FY2025 Form 990.

Programs

  1. To advance the mission of sigma phi epsilon fraternity of "building balanced men" by providing grants to sig ep lead fund to fund the following programs:programs and event staffingcarlson leadership academies: for brothers who have shown a desire to lead their chapter, carlson offers training in leadership techniques, problem-solving as a team, goal-setting and execution. The academy is facilitated by alumni with years of sigep involvemen and senior leadership experience. Chapter leaders leave with increased knowledge and confidence in their ability to create a positive environment for their brothers to grow.ruck leadership institute: an intense 5-day event for the fraternity's top rising leaders. Curriculum is based on the leadership challenge and focuses on teaching the few to impact the many that will follow them.tragos quest to greece scholars: tragos quest to greece: an international experience to discover the birthplace of western civilization and sound mind and body.life after college: life after college engages industry-leading professionals to prepare undergraduates for their future careers. Going beyond a typical campus career center, brothers receive crucial skills…

    $1,764,594 spentof which $1,764,594 as grants
    39% of program spending
  2. Chapter restricted & endowed scholarships - scholarship awards for tuition, books and room and board to students at campuses nationwide, based on academic achievement, chapter leadership, campus and community service, and financial need. Scholarship awards made from endowments established for a specific purpose are made to students nationwide for tuition, books and room and board awards.

    $851,809 spentof which $851,809 as grants
    19% of program spending
  3. Residential learning community grants - grants made for chapter housing that expands faculty connection and implements new initiatives to create a learning environment where students are surrounded by responsible peers and university faculty who are committed to helping them succeed inside and outside the classroom.

    $1,868,358 spentof which $1,868,358 as grants
    42% of program spending

The 3 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $4,484,761.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($4.8M) Expenses 100 ($2.7M) Net assets 100 ($17M)2018 Revenue 94 ($4.5M) Expenses 138 ($3.8M) Net assets 107 ($18M)2019 Revenue 80 ($3.8M) Expenses 84 ($2.3M) Net assets 116 ($19M)2020 Revenue 119 ($5.7M) Expenses 80 ($2.2M) Net assets 139 ($23M)2021 Revenue 81 ($3.9M) Expenses 63 ($1.7M) Net assets 186 ($31M)2022 Revenue 394 ($19M) Expenses 90 ($2.4M) Net assets 261 ($43M)2023 Revenue 99 ($4.8M) Expenses 216 ($5.9M) Net assets 267 ($44M)2024 Revenue 102 ($4.9M) Expenses 227 ($6.2M) Net assets 286 ($47M)2025 Revenue 192 ($9.2M) Expenses 226 ($6.2M) Net assets 339 ($56M)
'17'18'19'20'21'22'23'24'25
Revenue (192)Expenses (226)Net assets (339)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $31M to $44M (+40%).

$18M
$19M
$21M
$23M
$31M
$44M
$45M
$48M
$57M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

94% of SIGMA PHI EPSILON EDUCATIONAL FOUNDATION’s revenue is contributions — more donation-reliant than the typical peer (48% for the typical peer).

This organization
Typical peer · 12,360 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 9 reported years ran a deficit.

$2.1M
’17
$749k
’18
$1.5M
’19
$3.5M
’20
$2.2M
’21
$16M
’22
−$1.1M
’23
−$1.3M
’24
$3.1M
’25
3.8
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

'17'18'19'20'21'22'23'24'25
Listed5333711101111
Joined·+1+0+0+6+4+0+2+1
No longer listed·30020111
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 8 funders to 25 funders, grant income rose $163k → $469k.

18 of 48 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 74% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of SIGMA PHI EPSILON EDUCATIONAL FOUNDATION’s funders (the co-funder graph). Top 30 of 48 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

SIGMA PHI EPSILON EDUCATIONAL FOUNDATION leans on a few funders — its largest provides 26% of grant income and the top three 60%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

79% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund SIGMA PHI EPSILON EDUCATIONAL FOUNDATION.

26%
largest funder
60%
top three
~6
effective funders

Largest funder’s share by year: 2017 25% · 2018 45% · 2019 31% · 2020 30% · 2021 45% · 2022 22% · 2023 37% — growing more concentrated.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

50% of SIGMA PHI EPSILON EDUCATIONAL FOUNDATION's funders are still giving 3 years after their first grant; 60% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

74% of SIGMA PHI EPSILON EDUCATIONAL FOUNDATION's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $965k that is directly attributable, 97% of it comes from funders outside Virginia, across 17 states.

WA
MN
IL
NY
MA
PA
NJ
CT
CA
CO
NE
MO
VA
MD
NC
TX
FL

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Virginia out of state home

Funder states come from each funder’s own filing. $2.8M arriving through sponsors registered in 15 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

SIGMA PHI EPSILON EDUCATIONAL FOUNDATION runs a healthier operating margin than three-quarters of the 9,615 education nonprofits its size.

Operating margin33% · top quartile
Months of reserve3.8mo · below the median
Revenue growth (annualized)9% · above the median

this organization peer median middle 50% of peers· 9,615 education nonprofits $1M–$10M, FY2025

Organizations like SIGMA PHI EPSILON EDUCATIONAL FOUNDATION

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Virginia

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

73% of spending goes to programs.

Program 73%Management 12%Fundraising 15%

Governance

3
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention–Board reviewed the 990✓Audited financials

Public support

96%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Part of a family of 2 related entities

  • Sigep Lead Fund · exempt
  • Sigma Phi Epsilon Fraternity · exempt

Screen this organization

A dated, signed PDF of the compliance screen for SIGMA PHI EPSILON EDUCATIONAL FOUNDATION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds SIGMA PHI EPSILON EDUCATIONAL FOUNDATION?
SIGMA PHI EPSILON EDUCATIONAL FOUNDATION (Virginia) receives grants from 48 organizations whose IRS filings report $3,757,723 to it, the largest being DONOR ADVISED CHARITABLE GIVING INC ($978,164). 29 of them have funded it in more than one year, and 74% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does SIGMA PHI EPSILON EDUCATIONAL FOUNDATION have?
IRS filings report 48 organizations giving $3,757,723 in grants to SIGMA PHI EPSILON EDUCATIONAL FOUNDATION, 29 of which have funded it in more than one year.
Who is the largest funder of SIGMA PHI EPSILON EDUCATIONAL FOUNDATION?
DONOR ADVISED CHARITABLE GIVING INC is the largest funder on record, with $978,164 in grants. The full list of funders is on this page.
How can an organization like SIGMA PHI EPSILON EDUCATIONAL FOUNDATION find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Virginia. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 48 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing