Sigma Phi Educational Foundation Inc
Sigma Phi Educational Foundation Inc shows strong asset growth and zero officer compensation despite fluctuating revenues.
EIN: 133269746 · Tucson, AZ · Updated: 2026-03-28
Is Sigma Phi Educational Foundation Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Sigma Phi Educational Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Sigma Phi Educational Foundation Inc
Sigma Phi Educational Foundation Inc (EIN: 133269746) is a nonprofit organization based in Tucson, AZ. The organization reported total revenue of $157K and total assets of $856K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Sigma Phi Educational Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Sigma Phi Educational Foundation Inc is a small nonprofit that has been operating for 41 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 5.6%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $96K |
| Total Expenses | $37K |
| Surplus / Deficit | +$60K |
| Total Assets | $634K |
| Net Assets | $634K |
| Operating Margin | 61.7% |
| Months of Reserves | 205.8 months |
Financial Health Grade: A
In 2023, Sigma Phi Educational Foundation Inc reported a surplus of $60K with revenue exceeding expenses, holds 205.8 months of operating reserves (strong position).
Financial Trends
Over 13 years of filings (2011–2023), Sigma Phi Educational Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 5.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +1149.6% | +21.0% | +25.8% |
| 2022 | -66.0% | +276.5% | -20.0% |
| 2021 | -15.6% | -49.0% | +17.4% |
| 2020 | -41.0% | -76.6% | +6.2% |
| 2019 | -42.9% | -18.2% | +19.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 1985 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Sigma Phi Educational Foundation Inc with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Sigma Phi Educational Foundation Inc allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $60K, with revenue exceeding expenses.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating that no funds are allocated to executive salaries, which is highly commendable for a nonprofit of its size.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Sigma Phi Educational Foundation Inc's IRS 990 filings:
- Inconsistent revenue generation year-over-year, with significant drops like $7,719 in 2022 from $22,706 in 2021.
Strengths
The following positive indicators were identified for Sigma Phi Educational Foundation Inc:
- Consistent 0% officer compensation across all filings, indicating high efficiency.
- Steady growth in assets, from $504,931 in 2019 to $633,730 in 2023, demonstrating strong financial stewardship.
- No reported liabilities in the most recent filing (2023), indicating a healthy balance sheet.
- Significant surplus in the latest filing (2023), with revenue of $96,459 against expenses of $36,951.
Frequently Asked Questions about Sigma Phi Educational Foundation Inc
Is Sigma Phi Educational Foundation Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Sigma Phi Educational Foundation Inc (EIN: 133269746) some concerns. Mission Score: 85/100. 1 red flag identified, 4 strengths noted.
How does Sigma Phi Educational Foundation Inc spend its money?
Sigma Phi Educational Foundation Inc directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Sigma Phi Educational Foundation Inc tax-deductible?
Sigma Phi Educational Foundation Inc is registered as a tax-exempt nonprofit (EIN: 133269746). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Is Sigma Phi Educational Foundation Inc a good charity?
Based on the available data, the Sigma Phi Educational Foundation Inc appears to be a good charity. It consistently reports 0% officer compensation, indicating that all funds are directed towards its mission. Its assets have grown steadily, reaching $633,730 in 2023, and it reported no liabilities in its latest filing. While revenue has fluctuated, the overall financial management and commitment to mission are strong.
How has the organization's financial health changed over the past few years?
The organization's financial health has shown volatility in revenue but consistent growth in assets. Revenue peaked at $96,459 in 2023, a significant recovery from $7,719 in 2022. Assets have steadily increased from $504,931 in 2019 to $633,730 in 2023, demonstrating effective long-term financial management despite short-term revenue fluctuations.
What is the organization's approach to executive compensation?
The organization's approach to executive compensation is highly conservative, with 0% officer compensation reported in all available filings. This indicates a strong commitment to directing all financial resources towards its programmatic goals rather than executive salaries.
Filing History
IRS 990 filing history for Sigma Phi Educational Foundation Inc showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Sigma Phi Educational Foundation Inc's revenue has grown by 92.5%, moving from $50K to $96K. Total assets increased by 77.5% over the same period, from $357K to $634K. Total functional expenses fell by 45.6%, from $68K to $37K. In its most recent filing year (2023), Sigma Phi Educational Foundation Inc reported a surplus of $60K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $96K | $37K | $634K | $0 | — | — |
| 2022 | $8K | $31K | $504K | $17K | — | View 990 |
| 2021 | $23K | $8K | $629K | $4K | — | View 990 |
| 2020 | $27K | $16K | $536K | $14K | — | — |
| 2019 | $46K | $68K | $505K | $33K | — | View 990 |
| 2018 | $80K | $83K | $423K | $29K | — | View 990 |
| 2017 | $93K | $60K | $513K | $58K | — | View 990 |
| 2016 | $125K | $150K | $446K | $52K | — | View 990 |
| 2015 | $69K | $125K | $404K | $0 | — | View 990 |
| 2014 | $72K | $99K | $450K | $0 | — | View 990 |
| 2013 | $183K | $173K | $478K | $0 | — | View 990 |
| 2012 | $96K | $74K | $408K | $0 | — | View 990 |
| 2011 | $50K | $68K | $357K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $96K, expenses of $37K, and assets of $634K (revenue +1149.6% year-over-year).
- 2022: Revenue of $8K, expenses of $31K, and assets of $504K (revenue -66.0% year-over-year).
- 2021: Revenue of $23K, expenses of $8K, and assets of $629K (revenue -15.6% year-over-year).
- 2020: Revenue of $27K, expenses of $16K, and assets of $536K (revenue -41.0% year-over-year).
- 2019: Revenue of $46K, expenses of $68K, and assets of $505K (revenue -42.9% year-over-year).
- 2018: Revenue of $80K, expenses of $83K, and assets of $423K (revenue -14.2% year-over-year).
- 2017: Revenue of $93K, expenses of $60K, and assets of $513K (revenue -25.4% year-over-year).
- 2016: Revenue of $125K, expenses of $150K, and assets of $446K (revenue +81.8% year-over-year).
- 2015: Revenue of $69K, expenses of $125K, and assets of $404K (revenue -5.5% year-over-year).
- 2014: Revenue of $72K, expenses of $99K, and assets of $450K (revenue -60.3% year-over-year).
- 2013: Revenue of $183K, expenses of $173K, and assets of $478K (revenue +91.2% year-over-year).
- 2012: Revenue of $96K, expenses of $74K, and assets of $408K (revenue +90.6% year-over-year).
- 2011: Revenue of $50K, expenses of $68K, and assets of $357K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Sigma Phi Educational Foundation Inc:
Data Sources and Methodology
This transparency report for Sigma Phi Educational Foundation Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.