2023-05-09T15:54:18-05:00 2022-06-30 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2021-07-01 846035598 THE DELTA SIGMA PHI FOUNDATION DELT 3176341899 5975 CASTLE CREEK PKWY NORTH DR 4 INDIANAPOLIS IN 46250 PHIL RODRIGUEZ CEO 3176341899 2023-05-08 1 PHIL RODRIGUEZ 999009999 ANGELA N CRAWFORD CPA P00573197 3178488920 2023-05-08 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X PHIL RODRIGUEZ 5975 CASTLE CREEK PKWY NORTH DR 465 INDIANAPOLIS IN 46250 6873223 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. 14 14 0 100 0 0 1374528 1728303 0 0 438262 639665 0 -6956 1812790 2361012 621869 678867 0 0 439499 395022 0 0 357421 421915 612182 1483283 1686071 329507 674941 13657190 12169756 285071 341313 13372119 11828443 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 678867 678867 SCHOLARSHIPS AND GRANTS TO DELTA SIGMA PHI FRATERNITY AND OTHER LOCAL CHAPTERS. 678867 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 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 SCOTT WILEY PRESIDENT 2.00 X X 0 0 0 BRIAN ASHBY VICE PRESIDENT 2.00 X X 0 0 0 TIMOTHY GENTRY SECRETARY/TREASURER 2.00 X X 0 0 0 BARRY KALIAN TRUSTEE 2.00 X 0 0 0 JUSTIN BALDWIN TRUSTEE 2.00 X 0 0 0 JOHN BOMA TRUSTEE 2.00 X 0 0 0 NICO AMOROSO TRUSTEE 2.00 X 0 0 0 DOUG EROH TRUSTEE 2.00 X 0 0 0 TOM ARCHER TRUSTEE 2.00 X 0 0 0 JOSH MERCHANT TRUSTEE 2.00 X 0 0 0 JIM LARSON TRUSTEE 2.00 X 0 0 0 JEFF COVA TRUSTEE 2.00 X 0 0 0 ERIK JOHANNESEN TRUSTEE 2.00 X 0 0 0 TOM CYCYOTA TRUSTEE 2.00 X 0 0 0 PHIL ROGRIGUEZ CEO 1.00 X 0 230135 31949 NATHAN WIGHT CHIEF ADVANCEMENT OFFICER 40.00 X 0 135183 18871 0 365318 50820 0 0 1 0 0 50616 1677687 284434 1728303 212785 212785 4892091 4465211 426880 426880 426880 39574 50616 47000 -7426 -7426 MISCELLANEOUS INCOME 900099 470 470 470 2361012 470 0 632239 408167 408167 270700 270700 327461 151791 175670 6749 6749 34107 34107 26705 26705 10187 10187 16821 16821 58791 58791 112382 112382 67590 52004 15586 40349 19086 21263 22823 5194 17629 50022 50022 FRATERNITY SERVICES 171027 171027 MISCELLANEOUS 45888 45888 PUBLIC RELATIONS 7370 7370 ALUMNI DEVELOPMENT 6454 6454 2478 2478 1686071 678867 649783 357421 427768 844955 959417 801666 2907 1438 12058 8573 11560699 9808432 697248 701785 13657190 12169756 915 45533 149900 193127 134256 102653 285071 341313 X 13372119 11828443 13372119 11828443 13657190 12169756 674941 -2247179 28562 0 X X 0 0 0 X 2946700 1277915 1039239 1374528 1728303 8366685 2946700 1277915 1039239 1374528 1728303 8366685 1644788 6721897 337027 527634 187042 140407 212785 1404895 470 470 9772050 0.68790 0.67180 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: ESTATE GIFT AMOUNT: 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9007750 9007750 9007750 9007750 9007750 9007750 8781761 203411 202383 179805 9007750 6748395 1873044 336818 176496 8781761 0 0 0 ANTIQUES 12065 BENEFICIAL INTEREST REMAINDER TRUST 23580 CASH SURRENDER VALUE LIFE INSURANCE 633522 CHARITABLE GIFT ANNUITY CONTRACTS 32618 701785 CHARITABLE GIFT ANNUITY PAYABLE 32618 DUE TO DELTA SIGMA PHI FRATERNITY 70035 102653 PART V, LINE 4: THE ENDOWMENT FUND HAS BEEN ESTABLISHED TO SUPPORT SCHOLARSHIPS, GRANTS AND AWARDS THROUGH INVESTMENT EARNINGS. AUCTION 83640 50616 33024 37456 5687 WINE FUNDRAISER 6550 6550 3857 90190 50616 39574 37456 9544 47000 -7426 1 DELTA SIGMA PHI FRATERNITY 5975 CASTLE CREEK PKWY NORTH DR INDIANAPOLIS IN 46250 840405009 501(C)7 225000 0 PROGRAM GRANTS ALPHA GAMMA ALUMNI CHAPTER OF DELTA SIGMA PHI FRATERNITY 1075 PEACHTREE ST NE STE 2500 ATLANTA GA 30309 580574809 501(C)7 68000 0 EDUCATIONAL GRANT ALUMNI ASSOCIATION BETA PI CHAPTER DELTA SIGMA PHI INC 2317 SOLANO DRIVE WOLVERINE LAKE MI 48390 381328524 501(C)7 11396 0 EDUCATIONAL GRANT BETA ALPHA ALUMNI OF DELTA SIGMA PHI FRATERNITY 4410 46TH STREET DES MOINES IA 50310 201029913 501(C)7 50000 0 EDUCATIONAL GRANT DELTA DELTA OF DELTA SIGMA PHI FRATERNITY 739 W 750 N WEST LAFAYETTE IN 47906 350870942 501(C)7 19653 0 EDUCATIONAL GRANT EPSILON CHAPTER ALUMNI CORPORATION OF DELTA SIGMA PHI FRATERNITY INC 283 CHESTNUT STREET NUTLEY NJ 07110 501(C)7 6542 0 EDUCATIONAL GRANT 0 6 INDIVIDUAL SCHOLARSHIPS 138 270700 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 0 198135 0 32000 0 0 0 9191 0 22758 0 262084 0 0 NATHAN WIGHT CHIEF ADVANCEMENT OFFICER 0 135183 0 0 0 0 0 6568 0 12303 0 154054 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. X 8 284434 0 0 0 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 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 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 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 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 DELTA SIGMA PHI FRATERNITY B 225000