2024-02-12T16:02:46-06:00 2023-06-30 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990 2022-07-01 521370798 SIGMA SIGMA SIGMA FOUNDATION SIGM 5404594212 225 N MUHLENBERG STREET WOODSTOCK VA 226641424 SHELLY BATEMAN EXECUTIVE DIRECTOR 5404594212 2024-02-05 1 SHELLY BATEMAN 999009999 0 CASSE TATE P01271193 3175802000 2024-02-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHELLY BATEMAN 225 N MUHLENBERG STREET WOODSTOCK VA 226641424 882106 0 X WWW.TRISIGMAFOUNDATION.ORG X 1984 VA TO PROVIDE TRANSFORMATIONAL PHILANTHROPY: FUNDING INNOVATIVE LEADERSHIP TRAINING FOR WOMEN, AWARDING SCHOLARSHIPS AND INVESTING IN LIFE-ENHANCING CHILDREN'S THERAPY PROGRAMS. 14 14 6 225 0 0 992252 765790 0 0 89600 52494 0 0 1081852 818284 149848 162454 0 0 419698 439210 0 0 181654 252462 289532 822008 891196 259844 -72912 2439756 2650353 85941 315561 2353815 2334792 X TO PROVIDE TRANSFORMATIONAL PHILANTHROPY: FUNDING INNOVATIVE LEADERSHIP TRAINING FOR WOMEN, AWARDING SCHOLARSHIPS AND INVESTING IN LIFE-ENHANCING CHILDREN'S THERAPY PROGRAMS. 0 0 277422 57305 NAMED SCHOLARSHIPS AND DESTINATION SIGMA SCHOLARSHIPS - NAMED SCHOLARSHIPS ARE ESTABLISHED FOR THE PURPOSE OF AWARDING SCHOLARSHIPS TO AN UNDERGRADUATE OR GRADUATE SORORITY MEMBER. QUALIFICATION DEPENDS ON MERIT, ACADEMIC ACHEIVEMENT AND OTHER CRITERIA. DESTINATION SIGMA SCHOLARSHIPS ARE SMALL SCHOLARSHIPS FOR CHAPTER DELEGATES TO ATTEND LEADERSHIP PROGRAMS. ONE MEMBER FROM EACH CHAPTER MAY BE SELECTED BY THE SCHOLARSHIP COMMITTEE FROM ELIGIBLE CANDIDATE APPLICATIONS. 93398 45492 ROBBIE PAGE MEMORIAL - ESTABLISHED FOR THE PURPOSE OF AWARDING GRANTS AND ASSISTANTSHIPS IN THE ACADEMIC FIELD OF PLAY THERAPY. 33726 27426 SIGMA SIGMA SIGMA - ESTABLISHED FOR THE PURPOSE OF LEADERSHIP EDUCATION FOR SORORITY MEMBERS. 89960 32231 MARCH OF DIMES- THE FOUNDATION HAS PARTNERED WITH MARCH OF DIMES FOR THE YEAR ENDED JUNE 30, 2023. SIGMA SIGMA SIGMA SORORITY COLLEGIATE AND ALUMNAE CHAPTERS PARTICIPATE IN THE COLLECTION OF CONTRIBUTIONS ON BEHALF OF THE MARCH OF DIMES, AND SUBSEQUENT DISBURSEMENTS ARE MADE ON BEHALF OF THE FOUNDATION TO THE MARCH OF DIMES. DIVERSITY, EQUITY AND INCLUSION- THE FOUNDATION ESTABLISHED A COMMUNITY GRANT PROGRAM PROVIDING FUNDS TO CREATE EDUCATIONAL PROGRAMS ALLOWING SORORITY MEMBERS TO TAKE AN ACTIVE ROLE IN BUILDING AN INCLUSIVE CULTURE IN THEIR COMMUNITIES. SIGMA SIGMA SIGMA SORORITY ARCHIVES DIGITIZATION- ESTABLISHED FOR THE PURPOSE OF SAFEGUARDING AND PRESERVING THE RECORDS OF SIGMA SIGMA SIGMA ENSURING THE HISTORY AND HERITAGE OF THE SORORITY ARE MAINTAINED AND AVAILABLE TO ANYONE REGARDLESS OF MEMBERSHIP FOR READING AND RESEARCH. 89960 32231 494506 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA CT FL GA IL KS KY MA ME MI MN MS NC NH NJ NV NY OH OK OR PA RI SC TN UT VA WI WV CO MD ND WA DC LA X JOSEPH J MCDONALD 7656861668 1114 SPRING HILL RD STAUNTON VA 24401 JEANMARIE KOMYATHY CHAIRMAN 5.00 X X 0 0 0 SHELLY BATEMAN VICE CHAIR/EXEC DIR. BEGIN 10/22 5.00 X X 24650 0 275 MINDI MAJOR TREASURER 5.00 X X 0 0 0 VERONICA SEYMOUR SECRETARY 5.00 X X 0 0 0 SUSAN BUCHE AYERS BOARD MEMBER 5.00 X 0 0 0 CAMILLE CHASTEEN BOARD MEMBER 5.00 X 0 0 0 STEPHANIE A EVERETT BOARD MEMBER 5.00 X 0 0 0 NANCY MCGOWAN BOARD MEMBER 5.00 X 0 0 0 BETHANY DEINES BOARD MEMBER 5.00 X 0 0 0 BONNIE RAINEY EX OFFICIO/NATIONAL TREAS. 5.00 X 0 0 0 HEATHER CRUZ BOARD MEMBER 5.00 X 0 0 0 JOYCE O'DANIEL EX OFFICIO/NATIONAL PRES. 5.00 X 0 0 0 BRENDA RAY BOARD MEMBER 5.00 X 0 0 0 RENEE KRIES BOARD MEMBER 5.00 X 0 0 0 LORI RASSATI BOARD MEMBER 5.00 X 0 0 0 MEGHAN PADEN EXECUTIVE DIRECTOR THRU 10/22 40.00 X 113573 0 1100 138223 0 1375 1 0 0 0 0 765790 49103 765790 60757 60757 55559 63822 -8263 -8263 -8263 818284 0 0 52494 105149 105149 57305 57305 125786 64151 36478 25157 241481 111467 53758 76256 6197 2978 1410 1809 36920 10793 6603 19524 28826 12092 9256 7478 13060 13060 61897 61897 12607 12607 42623 42259 364 34365 3726 30639 30621 24942 2956 2723 52806 32506 11558 8742 11928 8982 1407 1539 7379 1117 639 5623 7772 7772 882 882 STAFF TRAINING 10291 9134 1157 DONOR CULTIVATION 3301 133 1004 2164 891196 494506 215036 181654 665331 734427 138749 124177 5245 14224 26588 23499 0 3089 1630431 1739608 0 34828 2439756 2650353 20882 179803 65059 99107 0 36651 85941 315561 X 632470 519728 1721345 1815064 2353815 2334792 2439756 2650353 -72912 68820 -14931 0 X X 0 1 X 1 0 X 781015 805305 754493 992252 765790 4098855 781015 805305 754493 992252 765790 4098855 156902 3941953 52408 52383 45686 64044 60757 275278 4374133 0.90120 0.91030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1786374 25000 94097 265753 1639718 1697694 77415 55315 44050 1786374 1327078 59837 310509 1697694 1611554 31687 316163 1327078 1480920 114114 84023 67503 1611554 0.02117 0.89031 0.08852 0 0 26588 23499 3089 3089 LEASE LIABILITY 36651 36651 X 874497 68820 68820 805677 12607 12607 818284 878589 0 878589 12607 12607 891196 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. ACCORDINGLY, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. NO UNRELATED BUSINESS INCOME TAX WAS RECORDED FOR FISCAL YEAR 2023 OR 2022. THE FOUNDATION FILES U.S. FEDERAL AND STATE OF VIRGINIA INFORMATION TAX RETURNS. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE THE YEAR ENDED JUNE 30, 2020. MANAGEMENT BELIEVES THAT THE FOUNDATION'S INCOME TAX FILING POSITIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN A MATERIAL CHANGE. 1 SIGMA SIGMA SIGMA SORORITY 225 N MUHLENBERG STREET WOODSTOCK VA 22664 730654150 501(C)(7) 0 22826 PARTIALLY FUND 501(C)(3) LEADERSHIP PROGRAMS FOR THE SORORITY COLLEGIATE CHAPTERS. MARCH OF DIMES 1275 MAMARONECK AVE WHITE PLAINS NY 10605 131846366 501(C)(3) 0 32231 GENERAL PROGRAMMING SUPPORT LOURDES FOUNDATION 4801 AMBASSADOR CAFFERY PKWY LAFAYETTE LA 70508 721494532 501(C)(3) 0 22666 CHILD LIFE THERAPY PROJECT 2 1 UNDERGRADUATE AND GRADUATE SCHOLARSHIPS 35 57305 PART I, LINE 2: EDUCATION AND LEADERSHIP GRANTS ARE PAID TO THE GRANT RECIPIENT WHEN EVIDENCE OF COSTS INCURRED AND PROGRAM MATERIALS DOCUMENTING THE CONTENT OF THE LEADERSHIP PROGRAM ARE PRESENTED TO THE FOUNDATION. PLAY THERAPY (ROBBIE PAGE MEMORIAL) GRANTS, AN ORGANIZATION MUST BE A 501(C)(3) ORGANIZATION AND PROVIDE DOCUMENTATION OF EXPENSES THAT THE GRANT WILL BE SPENT ON PLAY THERAPY / CHILD LIFE EQUIPMENT AND MATERIALS. MARCH OF DIMES GRANTS ARE DISTRIBUTED BASED ON SEMI-ANNUAL FUNDRAISING SUPPORT FROM SORORITY COLLEGIATE AND ALUMNAE CHAPTERS IN COMPLIANCE WITH OUR AGREEMENT WITH MARCH OF DIMES TO INCREASE PREMATURITY AWARENESS AND RAISE NEEDED FUNDS FOR RESEARCH DEDICATED TO ENDING PREMATURE BIRTH. LEADERSHIP PROGRAM SCHOLARSHIPS: EVERY THREE YEARS, CHAPTER MEMBERS ARE ELIGIBLE TO APPLY FOR A SCHOLARSHIP TO ATTEND THE TRIENNIAL CONVENTION. ONE APPLICANT FROM EACH CHAPTER MAY BE SELECTED TO RECEIVE AN AWARD. THE APPLICATION ARE GIVEN TO THE SCHOLARSHIP COMMITTEE WHICH APPROVES A LIST OF ELIGIBLE CANDIDATES. THE SCHOLARSHIPS ARE THEN VOTED ON BY THE FOUNDATION BOARD FOR APPROVAL IN TOTAL. SCHOLARSHIP RECIPIENTS ARE ALSO REQUIRED TO WRITE A THANK-YOU NOTE. X 3 49103 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND FINANCIAL SECRETARY REVIEW THE FORM 990 THOROUGHLY. A DRAFT FORM 990 IS GIVEN TO THE FINANCE COMMITTEE FOR REVIEW. THE BOARD THEN REVIEWS AND APPROVES THE DRAFT. THE EXECUTIVE DIRECTOR APPROVES THE FINALIZED FORM FOR ELECTRONIC FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO FILL OUT AND SIGN A NEW CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD, AFTER REVIEWING COMPARABLE DATA FROM SEVERAL SOURCES, BY REGION AND OCCUPATION. THE HUMAN RESOURCES COMMITTE OF THE BOARD ALSO GIVES INPUT. THE STAFF IS VERY SMALL AND THE EXECUTIVE DIRECTOR SETS THEIR SALARIES ANNUALLY, BASED ON NATIONAL STUDIES BY REGION AND OCCUPATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES AUDITED FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. BY-LAWS, ARTICLES OF INCORPORATION, POLICIES, PROCEDURES, CONFLICT OF INTEREST STATEMENTS, AND WHISTLEBLOWER POLICY ARE ALL AVAILABLE UPON REQUEST. BOARD MEMBERS HAVE COPIES OF ALL THESE DOCUMENTS WHICH ARE REVIEWED AND UPDATED ANNUALLY AS NECESSARY. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. THERE HAS BEEN NO CHANGE FROM THE PREVIOUS YEAR.