2017-02-14T12:52:44-06:00 2016-06-30 521094722 BERT SMITH & CO 1090 VERMONT AVE NW WASHINGTON DC 20005 990 2015-07-01 530215218 DELTA SIGMA THETA SORORITY INC GRAND CHAPTER DELT 2029862400 1707 NEW HAMPSHIRE AVE NW WASHINGTON DC 20009 DEBORAH JONES-BUGGS NATIONAL TREASURER 2029862400 2017-02-14 1 NORMAN M GRAVES P01227164 2023935600 2017-02-14 2015 2021-01-29 14:40:06Z DEBORAH JONES-BUGGS 1707 NEW HAMPSHIRE AVENUE WASHINGTON DC 20009 19564160 0 X WWW.DELTASIGMATHETA.ORG X 1913 DC TO PROVIDE CULTURAL AND EDUCATIONAL PUBLIC SERVICES AND PROGRAMS THAT PROMOTES WELFARE. 37 37 58 0 0 0 945649 1065244 9317358 17723891 286 281 861594 774744 11124887 19564160 453000 449525 0 0 4809490 4801955 0 0 0 8589197 16881226 13851687 22132706 -2726800 -2568546 34249936 30260781 14056276 13119679 20193660 17141102 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 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 4 0 58 0 0 0 0 0 0 0 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 BILLIE COACHMAN REGIONAL DIRECTOR CE 5.00 X 0 0 0 TAYLOR ASHLEY REGIONAL REP CE 2.00 X 0 0 0 THELJEWA GARRETT REGIONAL DIRECTOR EA 5.00 X 0 0 0 NAYA FRAZIER REGIONAL REP EA 2.00 X 0 0 0 SANDRA JOHNSON REGIONAL DIRECTOR FW 5.00 X 0 0 0 MARIAH KELLY REGIONAL REP FW 2.00 X 0 0 0 MONA DAVENPORT REGIONAL DIRECTOR MW 5.00 X 0 0 0 SHAQUIRA ROBINSON REGIONAL REP MW 2.00 X 0 0 0 ANDRIA JEFFRIES REGIONAL DIRECTOR SA 5.00 X 0 0 0 DEANDREA NEWSOME REGIONAL REP SA 2.00 X 0 0 0 CHERYL TURNER REGIONAL DIRECTOR SO 5.00 X 0 0 0 BRITTANY STEPHENSON REGIONAL REP SO 2.00 X 0 0 0 PAMELA ROGERS REGIONAL DIRECTOR SW 5.00 X 0 0 0 KRISTEN WELLS-LEWIS REGIONAL REP SW 2.00 X 0 0 0 MICHELLE RHODESBROWN CHAIR FINANCE 2.00 X 0 0 0 CYNTHIA BUTTLER-MCINTYRE IMMEDIATE PAST PRESIDENT 2.00 X 0 0 0 MYRNA PHILLIPS CHAIR, INTERNAL AUDIT COMMITTE 2.00 X 0 0 0 ANGELA EWELL-MADISON CO-CHAIR,CONSTITUTION AND BYLAWS COMMITTE 2.00 X 0 0 0 OCTAVIA MATTHEWS CO-CHAIR, CONSTITUTION AND BYLAWS COMMITTEE 2.00 X 0 0 0 LOIS GILDER CO-CHAIR, HERITAGE AND ARCHIVES COMMITTE 2.00 X 0 0 0 LULA MOREHOUSE CO-CHAIR, HERITAGE AND ARCHIVES COMMITTE 2.00 X 0 0 0 MARY BENNETT SUTTON CO-CHAIR HOUSING AND PROP 2.00 X 0 0 0 BERTA MAXWELL- RODDEY HONORORY CO-CHAIR, HERITAGE AND ARCHIVES COMMITTE 2.00 X 0 0 0 DEIDRA PERRY NATIONAL NOMINATION COMMITTE 2.00 X 0 0 0 MAXINE CORMIER CO-CHAIR, HOUSING AND PROPERTIES COMMITTEE 2.00 X 0 0 0 MARY SUTTON CO-CHAIR, HOUSING AND PROPERTIES COMMITTEE 2.00 X 0 0 0 MARRY FLETHER CHAIR, HUMAN RESOURCES COMMITTEE 2.00 X 0 0 0 ERICA DONERSON CHAIR, INFORMATION ANCOMMITTEE 2.00 X 0 0 0 ELSIE COOKE-HOLMES CO-CHAIR, LEADERSHIP ACADAMY COMMITTEE 2.00 X 0 0 0 ANN JONES CO-CHAIR, LEADERSHIP ACADAMY COMMITTEE 2.00 X 0 0 0 ROSIE ALLEN-HERRING CO-CHAIR, STRATAGIC PLANNING COMMITTE 2.00 X 0 0 0 JAMYCE BANKS CO-CHAIR, MEMBERSHIP SERVICE COMMITTEE 2.00 X 0 0 0 LORRAINE DABNEY CO-CHAIR, MEMBERSHIP SERVICE COMMITTEE 2.00 X 0 0 0 SHANTEL FRANKLIN CO-CHAIR, MEMBERSHIP SERVICE COMMITTEE 2.00 X 0 0 0 SHANTELL FRANKLIN CO-CHAIR, MEMBERSHIP SERVICE COMMITTEE 2.00 X 0 0 0 DEBORAH THOMAS CO-CHAIR, STRATEGIC PLANNING COMMITTEE 2.00 X 0 0 0 MARTHA LUE STEWART CHAIR, PROGRAM PLANNING & DEVELOPMENT COMMITTEE 2.00 X 0 0 0 C JEANNE COSTLEY CO-CHAIR, PROTOCOL & TRADITIONS COMMITTEE 2.00 X 0 0 0 REGINA PRIDGEON CO-CHAIR, PROTOCOL & TRADITIONS COMMITTEE 2.00 X 0 0 0 DEIRDRE WHITE CHAIR, TECHNOLOGY COMMITTEE 2.00 X 0 0 0 GWENDOLYN BOYED CO-CHAIR, SOCIAL ACTION COMMISSION 2.00 X 0 0 0 CARLA HARRIS CO-CHAIR, SOCIAL ACTION COMMISSION 2.00 X 0 0 0 FRANKIE FREEMAN HONORARY CO-CHAIR, SOCIAL ACTION COMMISSION 2.00 X 0 0 0 ALEXIS HERMAN HONORARY CO-CHAIR, SOCIAL ACTION COMMISSION 2.00 X 0 0 0 ESSIE JEFFRIES CHAIR, ARTS & LETTERS COMMISSION 2.00 X 0 0 0 EDNA MOFFITT CO-CHAIR, ARTS & LETTERS COMMISSION 2.00 X 0 0 0 SUZZANNE COBB HONORARY CO-CHAIR,ARTS & LETTERS COMMISSION 2.00 X 0 0 0 DAPHNE MAXWELL REID HONORARY CO-CHAIR, ARTS & LETTERS COMMISSION 2.00 X 0 0 0 THELMA DALEY CO-CHAIR, RITUAL & CERMONICS COMMITION 2.00 X 0 0 0 DOLORES SENNETTE CO-CHAIR, RITUAL & CERMONICS COMMITION 2.00 X 0 0 0 SANDRA PARKER CO-CHAIR, DOCUMENTS REVIEW & MANAGMENT COMMITTEE 2.00 X 0 0 0 CAROL WARE CO-CHAIR, DOCUMENTS REVIEW & MANAGMENT COMMITTEE 2.00 X 0 0 0 DEBRA BUNKLEY CHAIR, CORPORATE PARTNERSHIPS TASK FORCE 2.00 X 0 0 0 JACQUITA JONES CO-CHAIR, COLLEGAITE TRANSITION TASK FORCE 2.00 X 0 0 0 SHERINA MAYE CO-CHAIR, COLLEGIATE TRANSITION TASK FORCE 2.00 X 0 0 0 LINDA WILSON CHAIR, DELTA EMERGENCY RESPONSE TEAM TASK FORCE 2.00 X 0 0 0 JOAN PRINCE CHAIR,DISTINGUISHED PROFESSOR ENDOWED CHAIR TASK R 2.00 X 0 0 0 MARCIA FUDGE HONORARY CO-CHAIR,HAZING PREVENTION TASK FORCE 2.00 X 0 0 0 SANDRA HILL CO-CHAIR,HAZING PREVENTION TASK FORCE 2.00 X 0 0 0 DENESIA RODGERS CO-CHAIR,HAZING PREVENTION TASK FORCE 2.00 X 0 0 0 MONA BAILEY CO-CHAIR,HONORARY MEMBERSHIP TASK FORCE 2.00 X 0 0 0 LOUISE RICE CO-CHAIR,HONORARY MEMBERSHIP TASK FORCE 2.00 X 0 0 0 THELMA DAY CO-CHAIR,INSTUTIONAL RESEARCH TASK FORCE 2.00 X 0 0 0 NATALIE TINDALL CO-CHAIR,INSTUTIONAL RESEARCH TASK FORCE 2.00 X 0 0 0 MARVA DAVIS CO-CHAIR, INVESTIGATION TEAMMTASK FORCE 2.00 X 0 0 0 WENDY JOHNSON CO-CHAIR, INVESTIGATION TEAMMTASK FORCE 2.00 X 0 0 0 ANTOINETTE WARD CO-CHAIR NATIONAL CONVENTIONS/REGIONAL CONFERENCE 2.00 X 0 0 0 KAREN WILLIS CO-CHAIR NATIONAL CONVENTIONS/REGIONAL CONFERENCE 2.00 X 0 0 0 LYDIA CINCORE-TEMPLETON CHAIR, STRATEGIC PARTNERSHIP TASK FORCE 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 0 147200 0 GWENDOLYN DAILEY DIRECTOR OF FINANCE 40.00 X 124280 0 0 DEIRDE SHOULARS DIRECTOR, MEMBERSHIP 40.00 X 119500 0 0 GARLENDA MCNAIR COORDINATOR, PROPERTIES AND FACILITIES 40.00 X 101109 0 0 344889 147200 0 3 0 0 0 FREEMAN PO BOX 650036 DALLAS TX 75625 DECORATING 2965853 ARAMARK SPORTS & ENTERTAINMENT 7563 MAIN STREET 2ND FLOOR SYKESVILLE MD 21784 FACILITY RENTAL 1691543 MCLEOD WATKINSON & MILLER ONE MASSACHUSETTS AVENUE SUITE 800 WASHINGTON DC 20001 LEGAL SERVICES 1106412 AMERICAN AUDIO VIDEO 8005 HAUTE COURT SPRINGFIELD VA 22150 AUDIO VIDEO EQUIPMENT 574286 CALLAWAY TRANSPORTATION INC 7564 MAIN STREET 2ND FLOOR SYKESVILLE MD 21784 SHUTTLE SERVICE 384317 16 922954 142290 1065244 EVENTS 900099 9566519 9566519 MEMBERSHIP DUES 900099 6205830 6205830 CAPITAL CAMPAIGN 900099 760485 760485 MEMBERSHIP FEES 900099 689680 689680 BOUTIQUE SALES 900099 501377 501377 17723891 281 281 CHAPTER FEES 900099 448381 448381 MISCELLANEOUS 900099 208363 208363 CERTIFICATION OF VENDOR 900099 118000 118000 774744 19564160 18498916 0 0 449525 4801955 2196104 1117830 9126362 22023 478438 562594 OPERATIONS AND PROPERTY 709177 OTHER 705221 POSTAGE AND MAILINGS 403455 SUPPLIES AND MATERIALS 386444 1173578 22132706 7679612 6132299 78452 83554 394374 351425 3015985 1733433 16271749 9583544 4501325 6688205 18484056 15092896 96132 178969 34249936 30260781 1559618 1375660 12496658 7922087 2090752 0 1731180 14056276 13119679 X 20005028 16818456 188632 322646 20193660 17141102 34249936 30260781 X -2568546 -484012 X 0 0 0 X 998367 913784 949273 945649 1065244 4872317 11381737 16238700 37021434 2765934 10067896 77475701 1018616 1812658 622492 3453766 12380104 17152484 38989323 5524241 11755632 85801784 0 0 0 85801784 386148 388972 381619 350695 294171 1801605 386148 388972 381619 350695 294171 1801605 385044 196325 355163 199209 208363 1344104 13151296 17737781 39726105 6074145 12258166 88947493 0.96460 0.96540 0.02030 0.02040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 952539 2528 -727 100000 854340 1028936 2840 30763 110000 952539 1003265 1775 133896 110000 1028936 887765 2396 113104 1003265 989113 2028 -3376 100000 887765 0 0 1005985 1005985 12696605 7112414 5584191 2569159 2471130 98029 6688205 FIXED INCOME 3495671 F EQUITIES 8873524 F CERTIFICATE OF DEPOSIT 1045917 F COMMODITIES 183869 F REAL ESTATE INVESTMENT TRUST 648025 F HEDGE FUNDS 845890 F 15092896 PENSION LIABILITY 1731180 1731180 X 19717536 -795831 32544 916663 153376 19564160 0 19564160 22165250 32544 32544 22132706 0 22132706 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, 2016, 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 333025 GENERAL OPERATIONSGENERAL OPERATIONSGENERAL OPERATIONS SMITHSONIAN NATIONAL MUSEUM OF AFRICAN HISTORY & CULTURE 5335 WISCONSIN AVENUE SUITE 440 WASHINGTON DC 20015 530206027 501C3 89700 GENERAL OPERATIONSGENERAL OPERATIONS CIVIL RIGHTS MUSEUM 450 MULBERRY ST MEMPHIS TN 38103 501C3 13300 GENERAL OPERATIONSGENERAL OPERATIONS CHILDREN'S DEFENSE FUND 25 E STREET NW WASHINGTON DC 20001 520895622 501C3 13500 GENERAL OPERATIONSGENERAL OPERATIONS X 1 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 11 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 -604,844. INVESTMENT INCOME REPORTED ON 990T 120,832. 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 1138061 CASH VALUE DELTA RESEARCH AND EDUCATIONAL FOUNDATION R 333025 CASH VALUE DELTA RESEARCH AND EDUCATIONAL FOUNDATION N 95300 FAIR VALUE