2022-05-16T07:21:09-05:00 2021-06-30 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2020-07-01 846035598 THE DELTA SIGMA PHI FOUNDATION DELT 3176341899 2960 N MERIDIAN STREET PO BOX 88507 INDIANAPOLIS IN 46208 PHIL RODRIGUEZ CEO 3176341899 2022-05-13 1 PHIL RODRIGUEZ 999009999 ANGELA N CRAWFORD CPA P00573197 3178488920 2022-05-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z PHIL RODRIGUEZ 2960 N MERIDIAN STREET PO BOX 88507 INDIANAPOLIS IN 46208 3942783 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 1039239 1374528 0 0 377790 438262 0 0 1417029 1812790 608731 621869 0 0 383045 439499 0 0 404733 402626 421915 1394402 1483283 22627 329507 10627686 13657190 77956 285071 10549730 13372119 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 621869 621869 SCHOLARSHIPS AND GRANTS TO DELTA SIGMA PHI FRATERNITY AND OTHER LOCAL CHAPTERS. 621869 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 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 2960 N MERIDIAN STREET PO BOX 88507 INDIANAPOLIS IN 46208 BRADLEY SULLIVAN PRESIDENT 2.00 X X 0 0 0 BARRETT KALIAN VICE PRESIDENT 2.00 X X 0 0 0 TIMOTHY GENTRY SECRETARY/TREASURER 2.00 X X 0 0 0 BRIAN ASHBY 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 KEN EDWARDS TRUSTEE 2.00 X 0 0 0 DOUG EROH TRUSTEE 2.00 X 0 0 0 MICHAEL HOFFMAN 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 MICHAEL PETRIK TRUSTEE 2.00 X 0 0 0 PAT STEPHENS TRUSTEE 2.00 X 0 0 0 SCOTT WILEY TRUSTEE 2.00 X 0 0 0 PHIL ROGRIGUEZ CEO 1.00 X 0 253637 28514 NATHAN WIGHT CHIEF ADVANCEMENT OFFICER 40.00 X 0 128899 11098 0 382536 39612 0 0 1 0 0 17702 1356826 17702 1374528 140407 140407 2427848 2129993 297855 297855 297855 1812790 0 0 438262 436941 436941 184928 184928 373310 175106 198204 8727 8727 33459 33459 24003 24003 12621 12621 15589 15589 51623 51623 80649 41189 39460 54134 37899 16235 21841 4693 17148 1649 155 1494 FRATERNITY SERVICES 114376 114376 MISCELLANEOUS 68408 3405 65003 PUBLIC RELATIONS 1000 1000 FEES & TAXES 25 25 1483283 621869 456681 404733 87813 427768 5544354 0 618049 959417 -438 0 2925 0 4648 12058 3750844 11560699 619491 697248 10627686 13657190 7374 915 149900 70582 134256 77956 285071 X 10549730 13372119 10549730 13372119 10627686 13657190 329507 2058019 434863 0 X X 0 0 0 X 1121700 2946700 1277915 1039239 1374528 7760082 1121700 2946700 1277915 1039239 1374528 7760082 1610516 6149566 202250 337027 527634 187042 140407 1394360 9154442 0.67180 0.64050 X 0.64050 0.16290 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 8781761 203411 202383 179805 9007750 6748395 1873044 336818 176496 8781761 6112882 135160 686473 186120 6748395 0 0 0 ANTIQUES 12065 BENEFICIAL INTEREST REMAINDER TRUST 23580 CASH SURRENDER VALUE LIFE INSURANCE 631750 CHARITABLE GIFT ANNUITY CONTRACTS 29853 697248 CHARITABLE GIFT ANNUITY PAYABLE 29853 DUE TO DELTA SIGMA PHI FRATERNITY 104403 134256 PART V, LINE 4: THE ENDOWMENT FUND HAS BEEN ESTABLISHED TO SUPPORT SCHOLARSHIPS, GRANTS AND AWARDS THROUGH INVESTMENT EARNINGS. 1 BETA BETA ALUMNI OF DELTA SIGMA PHI 1906 CORONA ROAD COLUMBIA MO 65203 463509823 501(C)7 32591 EDUCATIONAL GRANT DELTA EPSILON ACB OF DELTA SIGMA PHI 5833 PEBBE OAK DRIVE ST LOUIS MO 63128 262648250 501(C)7 8619 EDUCATIONAL GRANT DELTA SIGMA PHI FRATERNITY 2960 N MERIDIAN STREET INDIANAPOLIS IN 46208 840405009 501(C)7 240625 PROGRAM GRANTS ALPHA GAMMA HOUSING CORP 165 4TH STREET NW ATLANTA GA 30313 580574809 501(C)7 116500 EDUCATIONAL GRANT GAMMA EPSILON 189 11TH STREET SAN JOSE CA 95112 371553182 501(C)7 6831 EDUCATIONAL GRANT ETA CHAPTER 706 W 26TH STREET AUSTIN TX 78705 237185331 501(C)7 12500 EDUCATIONAL GRANT 6 INDIVIDUAL SCHOLARSHIPS 99 184928 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 184637 0 69000 0 0 0 7609 0 20905 0 282151 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. 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 2960 N MERIDIAN ST INDIANAPOLIS IN 46208 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 240625