2017-12-13T10:10:57-06:00 2017-06-30 521094722 BERT SMITH & CO 1090 VERMONT AVE NW WASHINGTON DC 20005 990 2016-07-01 530215218 DELTA SIGMA THETA SORORITY INC GRAND CHAPTER DELT 2029862400 1707 NEW HAMPSHIRE AVE NW WASHINGTON DC 20009 DEBORAH JONES-BUGGS NATIONAL TREASURER 2029862400 2017-12-13 1 NORMAN M GRAVES P01227164 2023935600 2017-12-04 216.59.120.51 2017-12-13 11:11:21 ES P 9CBB7D961F21706643ED8F16623B5E292F1C2097 608EB6EFA97DE71372A3A86629022B4EA1B136D5 2016 2017-02-10 21:41:12Z DEBORAH JONES-BUGGS 1707 NEW HAMPSHIRE AVENUE WASHINGTON DC 20009 13710346 0 X WWW.DELTASIGMATHETA.ORG X 1913 DC TO PROVIDE CULTURAL AND EDUCATIONAL PUBLIC SERVICES AND PROGRAMS THAT PROMOTES WELFARE. 37 37 63 0 0 0 1065244 969420 17723891 11671716 281 279 774744 1068931 19564160 13710346 449525 300000 0 0 4801955 5742806 0 0 0 16881226 9102944 22132706 15145750 -2568546 -1435404 30260781 34300611 13119679 17661264 17141102 16639347 THE PURPOSE OF THE ORGANIZATION IS TO FORM A CLOSER UNION AMONG COLLEGE WOMEN AND TO ESTABLISH, MAINTAIN, AND ENCOURAGE HIGH CULTURAL, INTELLECTUAL AND MORAL STANDARDS AND TO GOVERN, SUPERVISE, CONTROL AND REGULATE ITS CHAPTERS. 0 0 EMBODI (EMPOWERING MALES TO BUILD OPPORTUNITIES FOR DEVELOPING INDEPENDENCE)-THIS IS A SIGNATURE PROGRAM DESIGNED TO REFOCUS ITS EFFORTS ON THE PLIGHT OF AFRICAN AMERICAN MALES IN 2009. INFORMAL AND EMPIRICAL DATA SUGGEST THAT A MAJORITY OF AFRICAN AMERCIAN MALES ARE NOT REACHING THEIR FULLEST POTENTIAL EDUCATIONALLY, SOCIALLY, AND EMOTIONALLY. DELTA HAS CONDUCTED TOWN HALL MEETINGS, WORKSHOPS, AND /OR TEEN LEADERSHIP SUMMITS. IN ADDITION, CHAPTERS ARE COLLABORATING WITH VARIOUS MALE ORGANIZATIONS AND AGENCIES IN LOCAL COMMUNITIES TO PROVIDE SUPPORT AND ACTION FOR AFRICAN AMERICAN MALES. DELTA ACADEMY-THE DR. BETTY SHABAZZ DELTA ACADEMY PROVIDES AN OPPORTUNITY FOR LOCAL CHAPTERS TO COLLABORATE WITH OR WORK INDEPENDENTLY ON AN EDUCATIONAL PROGRAM FOR AT-RISK YOUNG WOMEN BETWEEN THE AGES OF 11 AND 14. THE PROGRAM OFFERS MENTORING, EDUCATIONAL ACTIVITIES, AND SERVICE LEARNING OPPORTUNITIES TO THE PARTICIPANTS. THE DELTA ACADEMY PROGRAM'S MAJOR EMPHASIS IS MATHEMATICS, SCIENCE, AND TECHNOLOGY, AND HELPS YOUNG WOMEN TO EXCEL AND PURSUE CAREERS IN THESE AREAS. GEMS (GROWING AND EMPOWERING MYSELF SUCCESSFULLY) WAS CREATED TO HELP AFRICAN AMERICAN YOUNG WOMEN TO REALIZE THEIR DREAMS. THE PROGRAM TARGETS GIRLS BETWEEN THE AGES OF 14 AND 18 WHO ARE "AT RISK" OF NOT ACHIEVING ACADEMIC SUCCESS FOR VARIOUS REASONS. 0 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 6 0 63 1 0 0 0 0 0 1639905 0 0 X 37 37 0 0 0 0 1 0 0 1 1 0 1 1 1 1 1 1 0 0 1 1 0 DC X DELTA SIGMA THETA SORORITY INC 2029862400 1707 NEW HAMPSHIRE AVENUE NW WASHINGTON DC 20009 DR PAULETTE WALKER NATIONAL PRESIDENT 7.00 X X 0 0 0 BEVERLY EVANS SMITH NATIONAL FIRST VICE PRESID 7.00 X X 0 0 0 TAYLOR MCCAIN NATIONAL SECOND VICE PRESI 7.00 X X 0 0 0 CHERYL HICKMON NATIONAL SECRETARY 7.00 X X 0 0 0 DEBORAH JONES-BUGGS NATIONAL TREASURER 7.00 X X 0 0 0 JACQUELINE DILLARD REGIONAL DIRECTOR CE 5.00 X 0 0 0 JAZMYN FERGUSON REGIONAL REP CE 2.00 X 0 0 0 ROSIA BLACKWELL LAWRENCE REGIONAL DIRECTOR EA 5.00 X 0 0 0 INDIRA RIDGEWAY REGIONAL REP EA 2.00 X 0 0 0 LYDIA CINCORE-TEMPLETON REGIONAL DIRECTOR FW 5.00 X 0 0 0 TARYN FRAZIER REGIONAL REP FW 2.00 X 0 0 0 MONA DAVENPORT REGIONAL DIRECTOR MW 5.00 X 0 0 0 CAPRICE RISBY REGIONAL REP MW 2.00 X 0 0 0 JUANITA MASSENBURG REGIONAL DIRECTOR SA 5.00 X 0 0 0 SIERRA CUNNINGHAM REGIONAL REP SA 2.00 X 0 0 0 SANDRA HORTON REGIONAL DIRECTOR SO 5.00 X 0 0 0 JESSICA SHOTWELL REGIONAL REP SO 2.00 X 0 0 0 PAMELA ROGERS REGIONAL DIRECTOR SW 5.00 X 0 0 0 MACKENZIE JENKINS REGIONAL REP SW 2.00 X 0 0 0 MICHELLE RHODESBROWN CHAIR, FINANCE COMMITTEE 2.00 X 0 0 0 CYNTHIA BUTTLER-MCINTYRE IMMEDIATE PAST PRESIDENT 2.00 X 0 0 0 MYRNA PHILLIPS CHAIR, INTERNAL AUDIT COMM 2.00 X 0 0 0 ANGELA EWELL-MADISON CO-CHAIR,CONSTITUTION AND 2.00 X 0 0 0 OCTAVIA MATTHEWS CO-CHAIR, CONSTITUTION AND 2.00 X 0 0 0 LOIS GILDER CO-CHAIR, HERITAGE AND ARC 2.00 X 0 0 0 LULA MOREHOUSE CO-CHAIR, HERITAGE AND ARC 2.00 X 0 0 0 DEIDRA DIAZ NATIONAL NOMINATION COMMIT 2.00 X 0 0 0 BERTHA MAXWELL-RODDEY HONORORY CO-CHAIR, HERITAG 2.00 X 0 0 0 DORCAS WASHINGTON DEPUTY EXECUTIVE DIRECTOR 40.00 X X 130000 0 0 MAXINE CORMIER CO-CHAIR, HOUSING AND PROP 2.00 X 0 0 0 MARY SUTTON CO-CHAIR, HOUSING AND PROP 2.00 X 0 0 0 MARY FLETCHER CHAIR, HUMAN RESOURCES COM 2.00 X 0 0 0 ERICA DONERSON CHAIR, INFORMATION AND COMMI 2.00 X 0 0 0 ELSIE COOKE-HOLMES CO-CHAIR, LEADERSHIP ACADA 2.00 X 0 0 0 ANN JONES CO-CHAIR, LEADERSHIP ACADA 2.00 X 0 0 0 ROSIE ALLEN-HERRING CO-CHAIR, STRATAGIC PLANNI 2.00 X 0 0 0 JAMYCE BANKS CO-CHAIR, MEMBERSHIP SERVI 2.00 X 0 0 0 LORRAINE DABNEY CO-CHAIR, MEMBERSHIP SERVI 2.00 X 0 0 0 SHANTEL FRANKLIN CO-CHAIR, MEMBERSHIP SERVI 2.00 X 0 0 0 JEANELLA PENDLETON CO-CHAIR, STRATEGIC PARTNERSH 2.00 X 0 0 0 DEBORAH THOMAS CO-CHAIR, STRATEGIC PLANNI 2.00 X 0 0 0 MARTHA LUE STEWART CHAIR, PROGRAM PLANNING & 2.00 X 0 0 0 C JEANNE COSTLEY CO-CHAIR, PROTOCOL & TRADI 2.00 X 0 0 0 REGINA PRIDGEON CO-CHAIR, PROTOCOL & TRADI 2.00 X 0 0 0 DEIRDRE WHITE CHAIR, TECHNOLOGY COMMITTE 2.00 X 0 0 0 GWENDOLYN BOYD CO-CHAIR, SOCIAL ACTION CO 2.00 X 0 0 0 CARLA HARRIS CO-CHAIR, SOCIAL ACTION CO 2.00 X 0 0 0 FRANKIE FREEMAN HONORARY CO-CHAIR, SOCIAL 2.00 X 0 0 0 ALEXIS HERMAN HONORARY CO-CHAIR, SOCIAL 2.00 X 0 0 0 ESSIE JEFFRIES CHAIR, ARTS & LETTERS COMM 2.00 X 0 0 0 EDNA MOFFITT CO-CHAIR, ARTS & LETTERS C 2.00 X 0 0 0 SUZZANNE COBB HONORARY CO-CHAIR,ARTS & L 2.00 X 0 0 0 DAPHNE MAXWELL REID HONORARY CO-CHAIR,ARTS & 2.00 X 0 0 0 THELMA DALEY CO-CHAIR, RITUAL & CERMONI 2.00 X 0 0 0 DOLORES SENNETTE CO-CHAIR, RITUAL & CERMONI 2.00 X 0 0 0 SANDRA PARKER CO-CHAIR, DOCUMENTS REVIEW 2.00 X 0 0 0 CAROL WARE CO-CHAIR, DOCUMENTS REVIEW 2.00 X 0 0 0 DEBRA BUNKLEY CHAIR, CORPORATE PARTNERSH 2.00 X 0 0 0 SHERINA EDWARDS CO-CHAIR, COLLEGIATE TRANS 2.00 X 0 0 0 BRITTANEE WALLACE CO-CHAIR, COLLEGIATE TRANS 2.00 X 0 0 0 LINDA WILSON CHAIR, DELTA EMERGENCY RES 2.00 X 0 0 0 JOAN PRINCE CHAIR,DISTINGUISHED PROFES 2.00 X 0 0 0 MARCIA FUDGE HONORARY CO-CHAIR,HAZING P 2.00 X 0 0 0 SANDRA HILL CO-CHAIR,HAZING PREVENTION 2.00 X 0 0 0 DENESIA RODGERS CO-CHAIR,HAZING PREVENTION 2.00 X 0 0 0 MONA BAILEY CO-CHAIR,HONORARY MEMBERSH 2.00 X 0 0 0 LOUISE RICE CO-CHAIR,HONORARY MEMBERSH 2.00 X 0 0 0 THELMA DAY CO-CHAIR,INSTITUTIONAL RESEA 2.00 X 0 0 0 NATALIE TINDALL CO-CHAIR,INSTITUTIONAL RESEA 2.00 X 0 0 0 MARVA DAVIS CO-CHAIR, INVESTIGATION TE 2.00 X 0 0 0 WENDY JOHNSON CO-CHAIR, INVESTIGATION TE 2.00 X 0 0 0 ANTOINETTE WARD CO-CHAIR NATIONAL CONVENTI 2.00 X 0 0 0 KAREN WILLIS CO-CHAIR NATIONAL CONVENTI 2.00 X 0 0 0 JOYCE GUINYARD CO-CHAIR, STRATEGIC PARTNERSH 2.00 X 0 0 0 VASHTI MCKENZIE NATIONAL CHAPLIN 2.00 X 0 0 0 CAROLYN LEWIS PRESIDENT, DREF 2.00 X 0 0 0 DEVARIESTE CURRY LEGAL COUNSEL 7.00 X 0 0 0 ROSELINE MCKINNEY EXECUTIVE DIRECTOR 40.00 X 153082 0 0 GWENDOLYN DAILEY DIRECTOR OF FINANCE 40.00 X 129246 0 0 DEIRDE SHOULARS DIRECTOR, MEMBERSHIP 40.00 X 124275 0 0 GARLENDA MCNAIR COORDINATOR, PROPERTIES AN 40.00 X 104142 0 0 AAISHA ROGERS DIRECTOR, TECHNOLOGY SERVICES DEPT 40.00 X 102124 0 0 742869 0 0 6 0 1 0 THE CURRY LAW FIRM PLLC 1001 G STREET NW SUITE 800 WASHINGTON DC 20001 LEGAL SERVICES 748751 CALLAWAY TRANSPORTATION INC 7564 MAIN STREET 2ND FLOOR SYKESVILLE MD 21784 SHUTTLE SERVICE 374240 LEVY RESTAURANT 1000 FT DUQUESNE BLVD PITTSBURG PA 15222 CATERERS 290395 METRO EXPOSITION RECREATION COMMISSION 7563 MAIN STREET 2ND FLOOR SYKESVILLE MD 21784 CATERERS 261847 THE RK CULINARY GROUP LLC 1220 EAST COMMERCE STREET SAN ANTONIO TX 78205 CATERERS 250259 12 958081 11339 969420 MEMBERSHIP DUES 900099 6155802 6155802 EVENTS 900099 3496581 3496581 CAPITAL CAMPAIGN 900099 854815 854815 MEMBERSHIP FEES 900099 785090 785090 BOUTIQUE SALES 900099 379428 379428 11671716 279 279 CHAPTER FEES 900099 451363 451363 CERTIFICATION OF VENDOR 900099 352250 352250 MISCELLANEOUS 900099 265318 265318 1068931 13710346 12740926 0 0 300000 3907289 802618 730341 302558 1485802 1003402 2637024 37542 418129 606224 OPERATIONS AND PROPERTY 852193 OTHER 661835 COST OF BOUTIQUE 227305 SUPPLIES AND MATERIALS 221578 951910 15145750 6132299 9879258 83554 208469 351425 264489 1733433 1686702 16357190 10001674 6688205 6355516 15092896 15742232 178969 163945 30260781 34300611 1375660 879139 7922087 12391275 2090752 1944880 1731180 2445970 13119679 17661264 X 16818456 16453367 322646 185980 17141102 16639347 30260781 34300611 X -1435404 -159715 1093364 X 1 X 1 X 0 1 1 X 913784 949273 945649 1065244 969420 4843370 16238700 37021434 2765934 10067896 12507873 78601837 1018616 1812658 622492 1018253 4472019 17152484 38989323 5524241 11755632 14495546 87917226 0 0 0 87917226 388972 381619 350695 294171 266427 1681884 388972 381619 350695 294171 266427 1681884 196325 355163 199209 208363 265318 1224378 17737781 39726105 6074145 12258166 15027291 90823488 0.96800 0.96460 0.01850 0.02030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 854340 1148 84291 100000 839779 952539 2528 -727 100000 854340 1028936 2840 30763 110000 952539 1003265 1775 133896 110000 1028936 887765 2396 113104 1003265 0.95000 0.05000 0 0 1005985 1005985 12741510 7463208 5278302 2609695 2538466 71229 6355516 FIXED INCOME 4762263 F EQUITIES 8784872 F CERTIFICATE OF DEPOSIT 1048791 F COMMODITIES 267422 F HEDGE FUNDS 878884 F 15742232 PENSION LIABILITY 2445970 2445970 X 15027291 -159715 32544 1444116 1316945 13710346 0 13710346 15178294 32544 32544 15145750 0 15145750 PART X, LINE 2: THE GRAND CHAPTER IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(7) AND, THEREFORE, HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES. FINANCIAL ACCOUNTING STANDARDS BOARD (FASB), ACCOUNTING STANDARDS CODIFICATION 740, INCOME TAXES (ASC 740). ASC 740 REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY- THAN-NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AS OF JUNE 30, 2017, MANAGEMENT HAS ASSESSED ITS VARIOUS TAX POSITIONS AND IT BELIEVES THERE ARE NO LIABILITIES FOR UNCERTAIN TAX POSITIONS. THE GRAND CHAPTER'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY THREE YEARS AFTER THEY ARE FILED. PART XI LINE 9 PENSION RELATED LOSS REPRESENTS THE CHANGE IN THE ORGANIZATION'S RETIREMENT FUNDING STATUS FROM THE PRIOR FISCAL YEAR. REPRESENTS INVESTMENT INCOME REPORTED ON 990-T TAX RETURN. 1 DELTA RESEARCH & EDUCATIONAL FOUNDATION 1703 NEW HAMPSHIRE WASHINGTON DC 27401 521338072 501C3 300000 GENERAL OPERATIONSGENERAL OPERATIONSGENERAL OPERATIONS GENERAL OPERATIONS GENERAL OPERATIONS X X 0 0 0 ROSELINE MCKINNEY EXECUTIVE DIRECTOR 153082 0 0 0 0 0 0 0 0 0 153082 0 0 0 X 1 32544 ESTIMATED FAIR VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 DELTA SIGMA THETA SORORITY INC IS A MEMBERSHIP ORGANIZATION. AN INDIVIDUAL HAS TO PAY DUES AND FEES TO BE A MEMBER. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE TAX RETURN WAS PROVIDED TO THE NATIONAL TREASURER TO REVIEW AND APPROVE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE ORGANIZATION CONDUCTS AN ORIENTATION FOR THE MEMBERS OF THE NATIONAL EXECUTIVE BOARD WHICH INCLUDES ITS CONFLICTS OF INTEREST POLICY. THE ORGANIZATION REQUIRES EACH MEMBER TO COMPLETE A CONFLICTS OF INTEREST QUESTIONNAIRE AND DISCLOSURE FORM AND SIGN THE CONFLICTS OF INTEREST POLICY STATEMENT. THE NATIONAL EXECUTIVE BOARD INCLUDES THE ELECTED NATIONAL OFFICERS, ELECTED REGIONAL OFFICERS AND NATIONAL APPOINTED CHAIRS. EACH MEMBER IS RQUIRED TO SIGN A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD SURVEYS THE COMPENSATION STRUCTURE FOR SENIOR EXECUTIVE OF SIMILIAR ORGANIZATIONS, EVALUATES THE EMPLOYEES' PERFORMANCE, AND DECIDES BY VOTE ON THE COMPENSATION PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 MOST GOVERNING DOCUMENTS ARE AVAILABLE; HOWEVER, OTHER GOVERNING DOCUMENTS, WHICH ARE DEEMED CONFIDENTIAL BECAUSE OF THE NATURE OF THE ORGANIZATION AND ITS WORK, ARE DISTRIBUTED TO ALL MEMBERS. TAX RETURNS ARE FILED WITH THE IRS AND ARE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: PENSION CHANGES -350,752. INTEREST AND DIVIDENDS ON 990T 266,148. REALIZED GAIN ON INVESTMENTS ON 990T 1,177,968. DELTA SIGMA THETA SORORITY INC- GROUP LOCAL CHAPTERS 1707 NEW HAMPSHIRE WASHINGTON DC 20009 520215218 CULTURAL EDUCATIONAL AND PUBLIC SERVICES AND PROGRAMS DC 0 DELTA RESEARCH AND EDUCATIONAL FOUNDATION 1703 NEW HAMPSHIRE WASHINGTON DC 20009 521338072 DEVELOP AND SPONSOR EDUCATIONAL AND CHARITABLE PROJECTS DC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 DELTA SIGMA THETA SORORITY INC-LOCAL CHAPTERS S 1236453 CASH VALUE DELTA RESEARCH AND EDUCATIONAL FOUNDATION R 300000 CASH VALUE DELTA RESEARCH AND EDUCATIONAL FOUNDATION N 95300 FAIR VALUE