2014-05-15T10:06:41-05:00 2013-06-30 521094722 BERT SMITH & CO 1090 VERMONT AVE NW WASHINGTON DC 20005 990 2012-07-01 530215218 DELTA SIGMA THETA SORORITY INC GRAND CHAPTER DELT 2029862400 1707 NEW HAMPSHIRE AVE NW WASHINGTON DC 20009 TERRI RIVALTE CPA 2029862400 2014-05-15 1 NORMAN M GRAVES P01227164 2023935600 2014-05-13 2012 2015-11-30 17:44:51Z TERRI RIVALTE CPA 1707 NEW HAMPSHIRE AVENUE WASHINGTON DC 20009 16756677 0 X WWW.DELTASIGMATHETA.COM X 1913 DC TO PROVIDE CULTURAL AND EDUCATIONAL PUBLIC SERVICES AND PROGRAMS THAT PROMOTES WELFARE. 36 36 66 0 0 0 998367 913784 10918668 13917925 386148 388972 487932 1046610 12791115 16267291 527854 468402 0 0 4015066 4122929 0 0 0 8148263 14268865 12691183 18860196 99932 -2592905 31653278 49266240 12465169 32326427 19188109 16939813 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 8 0 66 1 0 0 0 0 0 1808242 0 0 X 36 36 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 CYNTHIA MA BUTLER-MCINTYRE 7.00 X X 0 0 0 PAULETTE C WALKER 7.00 X X 0 0 0 CHELSEA CLARICE HAYES 7.00 X X 0 0 0 BEVERLY EVANS SMITH 7.00 X X 0 0 0 TERRI RIVALTE CPA 7.00 X X 0 0 0 BILLIE F COACHMAN 5.00 X 0 0 0 FREDRECKA SHEREE MCGLOWN 2.00 X 0 0 0 ROBIN M JACOBS 5.00 X 0 0 0 THAIS RAJA RIDGEWAY 2.00 X 0 0 0 SANDRA PHILLIPS JOHNSON 5.00 X 0 0 0 PARRIS LOVE MOORE 2.00 X 0 0 0 REGINA R HARPER 5.00 X 0 0 0 DIONA MORGAN 2.00 X 0 0 0 ANDRIA M JEFFRIES 5.00 X 0 0 0 SHAVON TENAY JOHNSON 2.00 X 0 0 0 CHERYL W TURNER 5.00 X 0 0 0 MANICA PIERRETTE 2.00 X 0 0 0 MAE FRANCES ROWLETT 5.00 X 0 0 0 TIFFANY KIDD 2.00 X 0 0 0 LOUISE RICE 2.00 X 0 0 0 DEBORAH A JONES-BUGGS 2.00 X 0 0 0 GLYNIS M HILL 2.00 X 0 0 0 TRACIE A TODD 2.00 X 0 0 0 THELJEWA I GARRETT 2.00 X 0 0 0 CAROLYN E LEWIS 2.00 X 0 0 0 SANDRA KENNEDY-OWES 2.00 X 0 0 0 JUDY L WRIGHT 2.00 X 0 0 0 MARVA J DAVIS ESQ 2.00 X 0 0 0 MARY BENNETT SUTTON 2.00 X 0 0 0 ASHLEY ALLISON 2.00 X 0 0 0 ERICA DANIELLE DONERSON 2.00 X 0 0 0 ELSIE COOKE-HOLMES 2.00 X 0 0 0 PAMELA E SMITH 2.00 X 0 0 0 SHARON D BARNETT-STARKS 2.00 X 0 0 0 LORRAINE W DABNEY 2.00 X 0 0 0 ZAKKOYYA HELAVEE LEWIS-POWELL 2.00 X 0 0 0 M RENEE BRUNT 2.00 X 0 0 0 GWENDOLYN MARIZETT COMBS 2.00 X 0 0 0 THELMA DAY EDD 2.00 X 0 0 0 DEBORAH C THOMAS ED D 2.00 X 0 0 0 GWENDOLYN E BOYD 2.00 X 0 0 0 PATRICIA WATKINS LATTIMORE 2.00 X 0 0 0 MARCIA L FUDGE ESQ 2.00 X 0 0 0 ALEXIS M HERMAN 2.00 X 0 0 0 JULIANNE MALVEAUX 2.00 X 0 0 0 MARCIA BUTLER HOLT 2.00 X 0 0 0 YOLANDA RODGERS-HOWSIE 2.00 X 0 0 0 SUZZANNE DOUGLAS COBB 2.00 X 0 0 0 SHERYL LEE RALPH 2.00 X 0 0 0 GLORIA BRYANT-BANKS 2.00 X 0 0 0 ELLA MCNAIR 40.00 X X 110500 0 0 GWENDOLYN E DAILEY 40.00 X X 110500 0 0 ROSELINE MCKINNEY 40.00 X 135500 0 0 356500 0 0 4 0 0 0 CENTERPLATE 801 MOUNT VERNON PL NW WASHINGTON DC 20001 CATERING 6256132 FREEMON PO BOX 650036 DALLAS TX 75265 DECORATING 1881027 REAL GREEK APPAREL 2912 N MAC ARTHUR IRVING TX 75062 NOVELTIES 693000 MCLEOD WATKINSON & MILLER ONE MASSACHUSETTS AVENUE SUITE 800 WASHINGTON DC 20001 LEGAL SERVICES 640995 CAPITAL CITY RENTALS 44232 MERCURE CIRCLE DULLES VA 20166 RENTAL 357185 18 897862 15922 913784 MEMBERSHIP DUES 900099 7078386 7078386 EVENTS 900099 5031297 5031297 MEMBERSHIP FEES 900099 1808242 1808242 13917925 388972 388972 270436 489386 -218950 -218950 REALIZED GAIN 900099 494384 494384 CERTIFICATION OF VENDOR 900099 366114 366114 CHAPTER FEES 900099 208737 208737 196325 196325 1265560 16267291 14964535 0 388972 468402 356500 2781668 210083 524662 250016 710489 47000 731445 997962 946458 7393151 10865 715255 371555 OTHER 1387862 PRINTING 393356 OPERATIONS AND PROPERTY 359068 CONTRIBUTIONS 102205 102194 18860196 8313954 16105109 150756 83734 488353 419057 621872 9167625 13479440 7768901 5813001 5710539 16089261 17633846 176081 146330 31653278 49266240 889549 1191793 11575620 31134634 12465169 32326427 X 19034199 16772844 153910 166969 19188109 16939813 31653278 49266240 X -2592905 948560 -603951 X 0 1 X 1 1 1 X 985386 1024233 974263 998367 913784 4896033 15505042 9228988 16068576 11381737 16238700 68423043 16490428 10253221 17042839 12380104 17152484 73319076 0 0 0 73319076 527257 460356 417770 386148 388972 2180503 527257 460356 417770 386148 388972 2180503 319416 204727 199858 385044 196325 1305370 17337101 10918304 17660467 13151296 17737781 76804949 0.95460 0.94620 0.02840 0.03540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 887765 2396 113104 1003265 989113 2028 -3376 100000 887765 1013970 4946 175349 205152 989113 930139 2261 81570 1013970 1176154 9630 -155645 100000 930139 0 0 410865 410865 10794205 5828828 4965377 2274370 1940073 334297 5710539 FIXED INCOME 3495065 F EQUITIES 11131904 F CERTIFICATE OF DEPOSIT 2603776 F COMMODITIES 232038 F REAL ESTATE INVESTMENT TRUST 171063 F 17633846 X 17737781 948560 32544 981104 16756677 0 16756677 19986077 32544 603951 636495 19349582 0 19349582 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2013, 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 XII, LINE 2D - OTHER ADJUSTMENTS: PENSION RELATED LOSS PENSION RELATED LOSS REPRESENTS THE CHANGE IN THE ORGANIZATION'S RETIREMENT FUNDING STATUS FROM THE PRIOR FISCAL YEAR. COST OF GOODS SOLD-IN THE AUDITED FINANCIAL STATEMENTS, INVENTORY COST OF GOODS SOLD WAS SHOWN AS AN EXPENSE. IN THE TAX RETURN, COST OF GOODS SOLD WAS NETTED AGAINST THE INCOME. 1 DELTA RESEARCH & EDUCATIONAL FOUNDATION 1703 NEW HAMPSHIRE WASHINGTON DC 27401 521338072 462562 GENERAL OPERATIONS BLACK WOMEN'S AGENDA 5335 WISCONSIN AVENUE SUITE 440 WASHINGTON DC 20015 5840 SCHOLARSHIP SCHOLARSHIP 2 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: UNREALIZED PENSION LOSS -603,951. 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 208737 CASH VALUE DELTA SIGMA THETA SORORITY INC-LOCAL CHAPTERS R 0 CASH VALUE DELTA RESEARCH AND EDUCATIONAL FOUNDATION N 0 DELTA RESEARCH AND EDUCATIONAL FOUNDATION R 468402 CASH VALUE