2015-05-15T10:11:29-05:00 2014-06-30 521094722 BERT SMITH & CO 1090 VERMONT AVE NW WASHINGTON DC 20005 990 2013-07-01 530215218 DELTA SIGMA THETA SORORITY INC GRAND CHAPTER DELT 2029862400 1707 NEW HAMPSHIRE AVE NW WASHINGTON DC 20009 TERRI RIVALTE CPA NATIONAL TREASURER 2029862400 2015-05-15 1 NORMAN M GRAVES P01227164 2023935600 2015-05-15 2013 2016-04-25 22:37:26Z TERRI RIVALTE CPA 1707 NEW HAMPSHIRE AVENUE WASHINGTON DC 20009 38421222 0 X WWW.DELTASIGMATHETA.COM X 1913 DC TO PROVIDE CULTURAL AND EDUCATIONAL PUBLIC SERVICES AND PROGRAMS THAT PROMOTES WELFARE. 37 37 56 0 0 0 913784 981817 13917925 36362389 388972 291 1046610 1076725 16267291 38421222 468402 581873 0 0 4122929 4462355 0 0 0 14268865 30389639 18860196 35433867 -2592905 2987355 49266240 33254758 32326427 10728041 16939813 22526717 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 0 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 5 0 56 1 1 1 0 0 0 0 2187173 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 C WALKER NATIONAL PRESIDENT 7.00 X X 0 0 0 BEVERLY EVANS SMITH NATIONAL FIRST VICE PRESID 7.00 X X 0 0 0 BRITTANI N BLACKWELL NATIONAL SECOND VICE PRESI 7.00 X X 0 0 0 CHERYL HICKMON NATIONAL SECRETARY 7.00 X X 0 0 0 TERRI RIVALTE CPA NATIONAL TREASURY 7.00 X X 0 0 0 BILLIE F COACHMAN REGIONAL DIRECTOR CE 5.00 X 0 0 0 FREDRECKA MCGLOWN REGIONAL REP CE 2.00 X 0 0 0 ROBIN JACOBS REGIONAL DIRECTOR EA 5.00 X 0 0 0 THAIS RIDGEWAY REGIONAL REP EA 2.00 X 0 0 0 SANDRA JOHNSON REGIONAL DIRECTOR FW 5.00 X 0 0 0 ASHLEY MILLER REGIONAL REP FW 2.00 X 0 0 0 REGINA HARPER REGIONAL DIRECTOR MW 5.00 X 0 0 0 GILLIAN GRIGGS REGIONAL REP MW 2.00 X 0 0 0 ANDRIA M JEFFRIES REGIONAL DIRECTOR SA 5.00 X 0 0 0 SHAVON JOHNSON REGIONAL REP SA 2.00 X 0 0 0 CHERYL W TURNER REGIONAL DIRECTOR SO 5.00 X 0 0 0 MANICA PIERRETTE REGIONAL REP SO 2.00 X 0 0 0 GWENDOLYN GRANT REGIONAL DIRECTOR SW 5.00 X 0 0 0 TIFFANY KIDD REGIONAL REP SW 2.00 X 0 0 0 CYNTHIA M A BUTLER-MCINTYRE IMMEDIATE PAST PRESIDENT 2.00 X 0 0 0 MICHELLE RHODESBROWN CHAIR FINANCE 2.00 X 0 0 0 JOI MOORE CHAIR NATIONAL NOMINATING 2.00 X 0 0 0 THELJEWA GARRETT CO-CHAIR CONSTITUTION AND BYLAWS COMMITTEE 2.00 X 0 0 0 MYRNA PHILLIPS CHAIR INTERNAL AUDIT 2.00 X 0 0 0 LULA MOREHOUSE CO-CHAIR HERITAGE ADN ARCHIVES 2.00 X 0 0 0 LOIS GILDER CO-CHAIR HERITAGE AND ARCH 2.00 X 0 0 0 BERTHA MAXWELL-RODDEY HONORARY CO-CHAIR HERITAGE AND ARCHIVES 2.00 X 0 0 0 MAXINE CORMIER CO-CHAIR HOUSING AND PROP 2.00 X 0 0 0 MARY BENNETT SUTTON CO-CHAIR HOUSING AND PROP 2.00 X 0 0 0 ERICA DONERSON CO-CHAIR INFORMATION AND C 2.00 X 0 0 0 ELSIE COOKE-HOLMES CO-CHAIR LEADERSHIP ACADEM 2.00 X 0 0 0 ANN JONES CO-CHAIR LEADERSHIP ACADEM 2.00 X 0 0 0 JAMYCE BANKS CHAIR MEMBERSHIP SERVICES 2.00 X 0 0 0 LORRAINE DABNEY CHAIR MEMBERSHIP SERVICES 2.00 X 0 0 0 AMANI ODOM CO-CHAIR MEMBERSHIP SERVIC 2.00 X 0 0 0 MARY FLETCHER CHAIR HUMAN RESOURCES 2.00 X 0 0 0 MARTHA LUE STEWART CHAIR PROGRAM AND DEVELOPMENT 2.00 X 0 0 0 CARLA HARRIS CO-CHAIR SOCIAL ACTION COMMITTEE 2.00 X 0 0 0 GWENDOLYN E BOYD CO-CHAIR SOCIAL ACTION COMMITTEE 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 A 2.00 X 0 0 0 ESSIE JEFFERIES CHAIR ARTS AND LETTERS COMMISSION 2.00 X 0 0 0 EDNA MOFFITT CO CHAIR ARTS AND LETTERS COMMISSION 2.00 X 0 0 0 DAPHNE MAXWELL REID HONORARY CO-CHAIR ARTS AND LETTERS COMMISSION 2.00 X 0 0 0 SUZZANNE DOUGLAS COBB HONORARY CO-CHAIR ARTS AND 2.00 X 0 0 0 THELMA DALEY CO CHAIR RITUAL & CEREMONIES COMMISSION 2.00 X 0 0 0 DOLORES SENNETTE CO CHAIR RITUAL & CEREMONIES COMMISSION 2.00 X 0 0 0 REGINA PRIDGEON CO CHAIR PROTOCOL & TRADITIONS COMMITTEE 2.00 X 0 0 0 C JEANNE COSTLEY CO CHAIR PROTOCOL & TRADITIONS COMMITTEE 2.00 X 0 0 0 JOAN PRINCE CHAIR, DISTINGUISHED PROFESSOR ENDOWED CHAIR TASK 2.00 X 0 0 0 SANDRA PARKER CO CHAIR DOCUMENTS REVIEW & REVISION TASK FORCE 2.00 X 0 0 0 CAROL WARE CO CHAIR DOCUMENTS REVIEW & REVISION TASK FORCE 2.00 X 0 0 0 DEIRDRE WHITE CHAIR TECHNOLOGY COMMITTEE 2.00 X 0 0 0 SHERINA MAYE CO CHAIR COLLEGIATE TRANSITION TASK FORCE 2.00 X 0 0 0 AERIEL SCOTT CO CHAIR COLLEGIATE TRANSITION TASK FORCE 0.00 X 0 0 0 ANTOINETTE WARD CHAIR NATIONAL CONVENTIOS/REGIONAL CONFERENCES SIT 0.00 X 0 0 0 LINDA WILSON CHAIR DELTA EMERGENCY RESPONSE TEAM TASK FORCE 0.00 X 0 0 0 DENESIA PARRIS CO CHAIR HAZING PREVENTION TASK FORCE 0.00 X 0 0 0 SANDRA HILL CO CHAIR HAZING PREVENTION TASK FORCE 0.00 X 0 0 0 LOUISE RICE CO CHAIR HONORARY MEMBERSHIP TASK FORCE 2.00 X 0 0 0 MONA BAILEY CO CHAIR HONORARY MEMBERSHIP TASK FORCE 2.00 X 0 0 0 MARCIA FUDGE HONORARY CO-CHAIR HAZING PREVENTION TASK FORCE 2.00 X 0 0 0 NATALIE TINDALL CO CHAIR INSTITUTIONAL RESEARCH TASK FORCE 2.00 X 0 0 0 THELMA DAY CO CHAIR INSTITUTIONAL RESEARCH TASK FORCE 2.00 X 0 0 0 MARVA DAVIS CO CHAIR INVESTIGATION TEAMS TASK FORCE 2.00 X 0 0 0 WENDY JOHNSON CO CHAIR INVESTIGATION TEAMS TASK FORCE 2.00 X 0 0 0 DEBORAH THOMAS CO CHAIR LONG RANGE PLANNING TASK FORCE 2.00 X 0 0 0 ROSIE ALLEN-HERRING CO CHAIR LONG RANGE PLANNING TASK FORCE 2.00 X 0 0 0 DEBRA BUNKLEY COCHAIR STRATEGIC PARTNERSHIPS TASK FORCE 2.00 X 0 0 0 DEVARIESTE CURRY LEGAL COUNSEL 2.00 X 0 0 0 LYDIA CINCORE-TEMPLETON CO CHAIR STRATEGIC PARTNERSHIPS TASK FORCE 2.00 X 0 0 0 ALISON HARMON PRESIDENT,DREF 2.00 X 0 0 0 VASHTI MCKENZIE NATIONAL CHAPLAIN 2.00 X 0 0 0 DIERDRE SHOULARS DIRECTOR MEMBERSHIP 40.00 X 110500 0 0 ROSELINE MCKINNEY EXECUTIVE DIRECTOR 40.00 X 147200 0 0 ELLA MCNAIR DIRECTOR PROGRAM & PUBLIC RELATIONS 40.00 X 114900 0 0 GWENDOLYN DAILEY DIRECTOR OF FINANCE 40.00 X 114900 0 0 487500 0 0 4 0 0 0 FREEMAN PO BOX 650036 DALLAS TX 75265 DECORATING 5375873 CENTERPLATE 801 MOUNT VERNON PL NW WASHINGTON DC 20001 CATERING 1764003 CALLAWAY TRANSPORTATION INC 7563 MAIN STREET 2ND FLOOR SYKESVILLE MD 21784 TRANSPORTATION 1151820 MCLEOD WATKINSON & MILLER ONE MASSACHUSETTS AVENUE SUITE 800 WASHINGTON DC 20001 LEGAL SERVICES 993427 MARIOTT INTERNATIONAL PO BOX 402642 ATLANTA GA 30384 HOTEL EXPENSES 603492 28 14533 934740 32544 32544 981817 EVENTS 900099 27540332 27540332 MEMBERSHIP DUES 900099 6634884 6634884 MEMBERSHIP FEES 900099 2187173 2187173 36362389 291 291 MISCELLANEOUS 900099 355163 355163 BOUTIQUE SALES 900099 329405 329405 CHAPTER FEES 900099 275157 275157 117000 117000 1076725 38421222 37439114 0 291 581873 487500 2790188 343685 576705 264277 1099314 52000 1891954 1070445 20263822 7477 709436 466671 SUPPLIES AND MATERIALS 1148165 OTHER 958015 OPERATIONS AND PROPERTY 762183 PRINTING 691041 1269116 35433867 16105109 6782691 83734 227047 419057 258728 9167625 729417 13570046 8478337 5710539 5091709 17633846 20029136 146330 136030 49266240 33254758 1191793 2015139 31134634 8712902 32326427 10728041 X 16772844 22345773 166969 180944 16939813 22526717 49266240 33254758 X 2987355 1206682 1392867 X 0 1 X 1 1 1 X 1024233 974263 998367 913784 949273 4859920 9228988 16068576 11381737 16238700 37021434 89939435 1018616 1018616 10253221 17042839 12380104 17152484 38989323 95817971 0 0 0 95817971 460356 417770 386148 388972 381619 2034865 460356 417770 386148 388972 381619 2034865 204727 199858 385044 196325 355163 1341117 10918304 17660467 13151296 17737781 39726105 99193953 0.96600 0.95460 0.02050 0.02840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1003265 1775 133896 110000 1028936 887765 2396 113104 1003265 989113 2028 -3376 100000 887765 1013970 4946 175349 205152 989113 930139 2261 81570 1013970 0 0 410865 410865 10802728 6274108 4528620 2269906 2134991 134915 86547 69238 17309 5091709 FIXED INCOME 3806334 F EQUITIES 13071578 F CERTIFICATE OF DEPOSIT 2613744 F COMMODITIES 249377 F REAL ESTATE INVESTMENT TRUST 288103 F 20029136 X 40965331 1206682 1400265 2606947 38358384 62838 62838 38421222 35433867 0 35433867 0 35433867 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, 2014, 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 350873 GENERAL OPERATIONS SMITHSONIAN NATIONAL MUSEUM OF AFRICAN HISTORY & CULTURE 5335 WISCONSIN AVENUE SUITE 440 WASHINGTON DC 20015 530206027 501C3 231000 GENERAL OPERATIONS 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 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 55,440. INVESTMENT INCOME REPORTED ON 990T 1,337,427. 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 9097214 CASH VALUE DELTA RESEARCH AND EDUCATIONAL FOUNDATION R 350873 CASH VALUE DELTA RESEARCH AND EDUCATIONAL FOUNDATION N