DELTA SIGMA PHI FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- DELTA SIGMA PHI FOUNDATION (EIN 84-6035598)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201211359349300511
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T07:31:28-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 N MERIDIAN ST SUITE 400 | AddressLine1 |
| City | CARMEL | City |
| State | IN | State |
| ZIP Code | 46032 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 846035598 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DELTA SIGMA PHI FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DELT | NameControl |
| Phone | 3176341899 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1331 N DELAWARE STREET | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462024439 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT D WILEY | Name |
| Title | CHIEF OPERATING OFFICER | Title |
| Phone | 3176341899 | Phone |
| Date Signed | 2012-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN BLAKE | Name |
| Phone | 3178488920 | Phone |
| Date Prepared | 2012-05-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SCOTT WILEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1331 N DELAWARE STREET | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462024439 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 899899 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.DELTASIG.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1954 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 34 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 454268 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 720302 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 52500 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 52500 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 26218 | InvestmentIncomePriorYear |
| Investment Income Current Year | 48721 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 81377 | OtherRevenuePriorYear |
| Other Revenue Current Year | 65450 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 614363 | TotalRevenuePriorYear |
| Total Revenue Current Year | 886973 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 216813 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 206060 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 31305 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 25767 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 226634 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 236735 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 329446 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 307236 | OtherExpensePriorYear |
| Other Expenses Current Year | 340636 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 781988 | TotalExpensesPriorYear |
| Total Expenses Current Year | 809198 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -167625 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 77775 | RevenuesLessExpensesCY |
| Total Assets BOY | 7400155 | TotalAssetsBOY |
| Total Assets EOY | 7696521 | TotalAssetsEOY |
| Total Liabilities BOY | 329934 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 252653 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7070221 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7443868 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 206060 | Expense |
| Grants | 206060 | Grants |
| Description | SCHOLARSHIPS AND GRANTS TO DELTA SIGMA PHI FRATERNITY AND OTHER LOCAL CHAPTERS. | Description |
| Total Program Service Expense | 206060 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT WILEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3176341899 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1331 N DELAWARE STREET | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462024439 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JIM HALEEM | ||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| TIMOTHY FORRESTER | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| GENE VANCE | ||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| JAMES GREENER | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| CHARLES GILBERT | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| DICK HANDSHAW | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| ROBERT KENNEL | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| MATTHEW MACALUSO | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| STAN MCLEMORE | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| DOUGLAS EROH | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| JONATHAN MONFORT | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| ALLEN FORE | ||||||
| VICE PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| CHRISTOPHER EDMONDS | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| JAMES LARSON | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| SCOTT WILEY | ||||||
| CHIEF OPERATING OFFICER | 25.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PURSUANT GROUP | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5151 BELT LINE ROAD SUITE 900 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75254 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | MGMT SERVICES & FUNDRAISING | DescriptionOfServices |
| Compensation | 261813 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 720302 | AllOtherContributions |
| Noncash Contributions | 70190 | NoncashContributions |
| Total Contributions | 720302 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RENTAL INCOME | Description |
| Business Code | 531110 | BusinessCode |
| Total Revenue Column | 52500 | TotalRevenueColumn |
| Related Or Exempt Function Income | 52500 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 52500 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 48415 | TotalRevenueColumn |
| Exclusion | $48,415 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13232 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12926 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 306 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 306 | TotalRevenueColumn |
| Exclusion | $306 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| CHAPTER FUNDRAISING | 900099 | 35176 | 35176 | |
| INCREASE IN CSV LIFE I | 900099 | 30274 | $30,274 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 65450 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 886973 | TotalRevenueColumn |
| Related Or Exempt Function Income | 87676 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $78,995 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206060 | Total |
| Program Services | 206060 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21626 | Total |
| Management And General | 21626 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 545 | Total |
| Management And General | 545 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1757 | Total |
| Management And General | 1757 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1839 | Total |
| Management And General | 1839 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17513 | Total |
| Management And General | 17513 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 236735 | Total |
| Fundraising | 236735 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79238 | Total |
| Management And General | 79238 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35542 | Total |
| Management And General | 8251 | ManagementAndGeneral |
| Fundraising | 27291 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18781 | Total |
| Management And General | 13644 | ManagementAndGeneral |
| Fundraising | 5137 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50080 | Total |
| Management And General | 15308 | ManagementAndGeneral |
| Fundraising | 34772 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3681 | Total |
| Management And General | 3681 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37095 | Total |
| Management And General | 37095 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21721 | Total |
| Fundraising | 21721 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| FRATERNITY SERVICES | 41685 | 41685 | |
| CONSULTING SERVICES | 26002 | 26002 | |
| MISCELLANEOUS | 4750 | 4400 | 350 |
| ALUMNI DEVELOPMENT | 3440 | 3440 | |
| FEES & TAXES | 618 | 618 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 490 | Total |
| Management And General | 490 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 809198 | Total |
| Program Services | 206060 | ProgramServices |
| Management And General | 273692 | ManagementAndGeneral |
| Fundraising | 329446 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83868 | BOY |
| EOY | 165057 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4163429 | BOY |
| EOY | 2642591 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 924939 | BOY |
| EOY | 978755 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18833 | BOY |
| EOY | 11580 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 866 | BOY |
| EOY | 866 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2133 | BOY |
| EOY | 2133 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 821751 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 405010 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 451423 | BOY |
| EOY | 416741 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 654512 | BOY |
| EOY | 1692027 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 204199 | BOY |
| EOY | 885824 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 895953 | BOY |
| EOY | 900947 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7400155 | BOY |
| EOY | 7696521 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16118 | BOY |
| EOY | 11860 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99609 | BOY |
| EOY | 74909 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 214207 | BOY |
| EOY | 165884 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 329934 | BOY |
| EOY | 252653 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -678198 | BOY |
| EOY | -540326 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6240052 | BOY |
| EOY | 6375567 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1508367 | BOY |
| EOY | 1608627 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7070221 | BOY |
| EOY | 7443868 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7400155 | BOY |
| EOY | 7696521 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 77775 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 295872 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 981737 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5101020 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 275584 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 454268 | CurrentTaxYearMinus1Year |
| Current Tax Year | 720302 | CurrentTaxYear |
| Total | 7532911 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 52500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 52500 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 52500 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 52500 | CurrentTaxYearMinus1Year |
| Current Tax Year | 52500 | CurrentTaxYear |
| Total | 262500 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1034237 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5153520 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 328084 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 506768 | CurrentTaxYearMinus1Year |
| Current Tax Year | 772802 | CurrentTaxYear |
| Total | 7795411 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 216822 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 278539 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 64144 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16524 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15000 | CurrentTaxYear |
| Total | 591029 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 216822 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 278539 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 64144 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16524 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15000 | CurrentTaxYear |
| Total | 591029 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 7204382 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 39268 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 52618 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 72429 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26218 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48721 | CurrentTaxYear |
| Total | 239254 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 39268 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 52618 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 72429 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26218 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48721 | CurrentTaxYear |
| Total | 239254 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6377 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 55379 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31639 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 81377 | CurrentTaxYearMinus1Year |
| Current Tax Year | 65450 | CurrentTaxYear |
| Total | 240222 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1079882 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5261517 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 432152 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 614363 | CurrentTaxYearMinus1Year |
| Current Tax Year | 886973 | CurrentTaxYear |
| Total | 8274887 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.87060 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.87160 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02890 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02550 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5513288 | BeginningOfYearBalance |
| Contributions | 83948 | Contributions |
| Investment Earnings Or Losses | 70865 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 84876 | GrantsOrScholarships |
| Administrative Expenses | 5350 | AdministrativeExpenses |
| End Of Year Balance | 5577875 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1263251 | BeginningOfYearBalance |
| Contributions | 4335766 | Contributions |
| Investment Earnings Or Losses | -27123 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 46527 | GrantsOrScholarships |
| Administrative Expenses | 12079 | AdministrativeExpenses |
| End Of Year Balance | 5513288 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1165858 | BeginningOfYearBalance |
| Contributions | 65858 | Contributions |
| Investment Earnings Or Losses | 51141 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 14420 | GrantsOrScholarships |
| Administrative Expenses | 5186 | AdministrativeExpenses |
| End Of Year Balance | 1263251 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.75220 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.21510 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.03270 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 150000 | OtherCostOrOtherBasis |
| Book Value | 150000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 395000 | OtherCostOrOtherBasis |
| Depreciation | 235683 | Depreciation |
| Book Value | 159317 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 273506 | OtherCostOrOtherBasis |
| Depreciation | 166082 | Depreciation |
| Book Value | 107424 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3245 | OtherCostOrOtherBasis |
| Depreciation | 3245 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 416741 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CERTIFICATES OF DEPOSIT | 38015 | F |
| FIXED INCOME MUTUAL FUNDS | 847809 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 885824 | TotalOfBookValueSecurities |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INTEREST IN CHARITABLE LEAD TRUST | 71264 |
| CHARITABLE GIFT ANNUITY CONTRACTS | 73664 |
| ANTIQUES | 12065 |
| BENEFICIAL INTEREST REMAINDER TRUST | 319746 |
| CASH SURRENDER VALUE LIFE INSURANCE | 424208 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 900947 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO DELTA SIGMA PHI FRATERNITY | $90,082 |
| CHARITABLE GIFT ANNUITY PAYABLE | $73,664 |
| OTHER LIABILITIES | $2,138 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 165884 | TotalOfAmounts |
| Total Revenue | 886973 | TotalRevenue |
| Total Expenses | 809198 | TotalExpenses |
| Excess Or Deficit For Year | 77775 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 220524 | NetUnrealizedGLOnInvestments |
| Other | $75,348 | OtherAmount |
| Total Adjustments | 295872 | TotalAdjustments |
| Excess Or Deficit Per FS | 373647 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1182845 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 220524 | NetUnrealizedGainsInvestments |
| Other Revenues | 75348 | OtherRevenues |
| Revenue Not Rptd F990 | 295872 | RevenueNotRptdF990 |
| Revenue Subtotal | 886973 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 886973 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 809198 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 809198 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 809198 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 75,348. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 75,348. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PURSUANT GROUP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5151 BELT LINE ROAD SUITE 900 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75254 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | MAJOR GIFT FUNDRAISING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 914599 | GrossReceipts |
| Amount Retained By Contractor | 261813 | AmountRetainedByContractor |
| Net To Organization | 652786 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 914599 | TotalGrossReceipts |
| Total Retained By Contractors | 261813 | TotalRetainedByContractors |
| Total Net To Organization | 652786 | TotalNetToOrganization |
| Licensed States | DE | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | WY | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| DELTA SIGMA PHI ALUMNI CORPORATION | |||||||
| 121 CAENSTONE CT | MADISON | AL | 35758 | 742317540 | 501(C)(3) | 9770 | SCHOLARSHIPS |
| DELTA DELTA ALUMNI CORPORATION | |||||||
| 1001 IRWIN ROAD | BLOOMINGTON | MN | 55437 | 742317486 | 501(C)(3) | 24791 | SCHOLARSHIPS |
| DELTA SIGMA PHI FRATERNITY | |||||||
| 1331 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | 840405009 | 501(C)(7) | 62360 | SCHOLARSHIPS |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. | Explanation |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | ADMIN. SERVICES | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 70190 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE MANAGEMENT DUTIES FOR THE DELTA SIGMA PHI FOUNDATION WERE HANDLED UNDER CONTRACT BY PURSUANT CHARITABLE PARTNERS, LLC. | |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION HAS AMENDED PART II, SECTION E OF ITS BY-LAWS FOR THE FOLLOWING: PRIOR TO JUNE 2011, THE BOARD SHALL ELECT OFFICERS FROM ITS TRUSTEES AT THE FOUNDATION MEETING FOLLOWING THE DELTA SIGMA PHI BIENNIAL CONVENTION. AFTER JUNE 2011, THE BOARD SHALL ELECT OFFICERS FROM ITS TRUSTEES ON OR BEFORE THE LAST DAY OF THE BIENNIUM. THE ORGANIZATION HAS AMENDED PART VIII, SECTION A OF ITS BY-LAWS FOR THE FOLLOWING: PRIOR TO JUNE 2011, THE BYLAWS MAY BE AMENDED BY MAJORITY VOTE OF THE BOARD, AND WITH THE APPROVAL OF A MAJORITY OF THE GRAND COUNCIL OF THE DELTA SIGMA PHI FRATERNITY. AFTER JUNE 2011, AMENDEMENT OF THE BYLAWS NO LONGER REQUIRES THE APPROVAL OF A MAJORITY OF THE GRAND COUNCIL OF THE DELTA SIGMA PHI FRATERNITY. | |
| 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 11 | 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. | |
| 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 B, LINE 12C | |
| 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 VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 220,524. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 75,348. TOTAL TO FORM 990, PART XI, LINE 5: 295,872. | FORM 990, PART XI, LINE 5: |
| 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. | FORM 990, PART XI, LINE 2C: |
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