2021-05-17T09:28:19-05:00 2020-06-30 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2019-07-01 846035598 THE DELTA SIGMA PHI FOUNDATION DELT 3176341899 2960 N MERIDIAN STREET PO BOX 88507 INDIANAPOLIS IN 46208 PHIL RODRIGUEZ CEO 3176341899 2021-05-15 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2021-05-15 2019 2022-09-23 18:48:47Z PHIL RODRIGUEZ 2960 N MERIDIAN STREET PO BOX 88507 INDIANAPOLIS IN 46208 1454437 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 0 0 0 1295551 1039239 0 0 541843 377790 0 0 1837394 1417029 749424 608731 0 0 285360 383045 0 0 464304 291469 402626 1326253 1394402 511141 22627 11075758 10627686 78497 77956 10997261 10549730 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 608731 608731 SCHOLARSHIPS AND GRANTS TO DELTA SIGMA PHI FRATERNITY AND OTHER LOCAL CHAPTERS. 608731 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 4 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 162196 20035 NATHAN WIGHT CHIEF ADVANCEMENT OFFICER 40.00 X 0 122761 9993 PATRICK JESSEE FORMER CEO 25.00 X 0 163973 0 0 448930 30028 0 1 1 0 0 1039239 1039239 187042 187042 228156 37408 190748 190748 190748 1417029 0 0 377790 580756 580756 27975 27975 331584 153590 177994 5909 5909 35108 35108 10444 10444 12447 12447 23323 23323 45264 45264 13977 8477 5500 54137 13212 40925 15936 4133 11803 31441 6506 24935 575 575 52170 52170 PUBLIC RELATIONS 78957 78957 FRATERNITY SERVICES 53287 53287 ALUMNI DEVELOPMENT 10971 10971 MISCELLANEOUS 10141 553 9588 1394402 608731 321367 464304 105881 87813 6358457 5544354 1003165 618049 -438 2925 15179 4648 2973585 3750844 619491 619491 11075758 10627686 110 7374 78387 70582 78497 77956 X -228721 10549730 11225982 0 10997261 10549730 11075758 10627686 22627 -171802 -298356 0 X X 0 0 0 X 1342789 1121700 2946700 1277915 1039239 7728343 1342789 1121700 2946700 1277915 1039239 7728343 138824 55470 174706 240439 110599 720038 400000 255742 110271 155896 173340 1095249 538824 311212 284977 396335 283939 1815287 5913056 250293 202250 337027 527634 187042 1504246 250293 202250 337027 527634 187042 1504246 1593082 1323950 3283727 1805549 1226281 9232589 0.64050 0.66310 0.16290 0.17430 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: ESTATE GIFT AMOUNT: 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9007750 9007750 8781761 203411 202383 179805 9007750 6748395 1873044 336818 176496 8781761 6112882 135160 686473 186120 6748395 6450623 -2865 -175794 159082 6112882 0 0 0 ANTIQUES 12065 BENEFICIAL INTEREST REMAINDER TRUST 23580 CASH SURRENDER VALUE LIFE INSURANCE 547553 CHARITABLE GIFT ANNUITY CONTRACTS 36293 619491 CHARITABLE GIFT ANNUITY PAYABLE 36293 DUE TO DELTA SIGMA PHI FRATERNITY 34289 70582 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 HOUSING GRANT DELTA EPSILON ACB OF DELTA SIGMA PHI 5833 PEBBE OAK DRIVE ST LOUIS MO 63128 262648250 501(C)7 6619 COMPUTERS AND SOFTWARE GRANT DELTA SIGMA PHI FRATERNITY 2960 N MERIDIAN STREET INDIANAPOLIS IN 46208 840405009 501(C)7 225000 PROGRAM GRANTS EPSILON CHAPTER ALUMNI CORPORATION PO BOX 1055 STATE COLLEGE PA 16804 251891338 501(C)7 3335 COMPUTERS AND SOFTWARE GRANT INDIVIDUAL SCHOLARSHIPS 50 27975 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 157196 0 5000 0 0 0 0 0 20035 0 182231 0 0 PATRICK JESSEE FORMER CEO 0 24346 0 50000 0 89627 0 0 0 0 0 163973 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