2024-04-03T09:59:02-05:00 2023-06-30 273858252 DEAN DORTON ALLEN FORD PLLC 5975 CASTLE CREEK PARKWAY N DR STE 400 INDIANAPOLIS IN 46250 990 2022-07-01 730654150 SIGMA SIGMA SIGMA INCORPORATED SIGM 5404594212 207 NORTH MUHLENBERG STREET WOODSTOCK VA 226641424 JENNA MARTIN-PENDRY EXECUTIVE DIRECTOR 5404594212 2024-04-02 1 JENNA MARTIN-PENDRY 999009999 1 X MICHELLE SINER P00050193 3174690169 2024-04-02 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X JENNA MARTIN-PENDRY 207 NORTH MUHLENBERG STREET WOODSTOCK VA 226641424 5408924 0 X WWW.TRISIGMA.ORG X 1898 VA THE SORORITY WAS CREATED TO ESTABLISH AND OPERATE A COLLEGIATE SOCIAL ORGANIZATION AND TO PROVIDE A LIFELONG EXPERIENCE FOR ITS MEMBERS. 6 6 38 856 395046 0 23350 1560447 2798453 2263712 79986 106558 510127 469223 3411916 4399940 0 0 0 0 1262262 1310610 0 0 0 1636278 2066751 2898540 3377361 513376 1022579 10477407 12339297 3537807 4335848 6939600 8003449 THE SORORITY WAS CREATED TO ESTABLISH AND OPERATE A COLLEGIATE SOCIAL ORGANIZATION AND TO PROVIDE A LIFELONG EXPERIENCE FOR ITS MEMBERS. 0 0 ADMINISTRATION- SUPPORTING THE OPERATION OF THE COLLEGIATE AND ALUMNAE PROGRAM AND MAINTAINING THE ORGANIZATION'S FINANCIAL AND MEMBERSHIP INFORMATION. CHAPTER SUPPLIES AND PUBLICATIONS- PROVIDES THE INDIVIDUAL COLLEGIATE CHAPTERS WITH CUSTOMIZED SUPPLIES AND PUBLICATIONS NECESSARY FOR CHAPTER OPERATION. A PERIODIC MAGAZINE IS ALSO PUBLISHED. CHAPTER TRAINING AND DEVELOPMENT- PROVIDES TRAINING AND DEVELOPMENT PROGRAMS TO ASSIST IN THE FORMATION OF NEW CHAPTERS AND TO PROMOTE GROWTH AND MAINTAIN CONTINUITY IN EXISTING CHAPTERS. 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 10 0 38 1 1 1 0 0 0 0 0 172860 0 0 0 X 6 6 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X SIGMA SIGMA SIGMA 5404594212 207 N MUHLENBERG ST WOODSTOCK VA 226641424 JOYCE O'DANIEL NATIONAL PRESIDENT 20.00 X X 0 0 0 BONNIE L RAINEY NATIONAL TREASURER 20.00 X X 0 0 0 LAUREN MORAN NATIONAL VICE PRESIDENT 20.00 X X 0 0 0 KARA MILLER MCCARTY NATIONAL VICE PRESIDENT 20.00 X X 0 0 0 CRYSTAL JONES NATIONAL VICE PRESIDENT 20.00 X X 0 0 0 VERONICA ATKINS SEYMOUR NATIONAL VICE PRESIDENT 20.00 X X 0 0 0 JENNA MARTIN-PENDRY EXECUTIVE DIRECTOR 50.00 X 118111 0 10534 118111 0 10534 1 0 0 0 0 1560447 1524152 1560447 MEMBERSHIP DUES 611710 1056233 1056233 INSURANCE FEES 611710 756494 756494 CONVENTION AND CONFERE 611710 202250 202250 ROOM AND BOARD FEES 611710 173318 173318 CHAPTERS - BILL HIGHWA 611710 75417 75417 2263712 41403 41403 115628 115628 172860 0 172860 172860 172860 837865 772710 65155 65155 65155 359450 236274 123176 123176 LEGACY FUND 611710 54450 54450 MISCELLANEOUS 611710 3109 3109 57559 4399940 2444447 395046 0 119388 1093707 14908 82607 27554 3385 100921 4456 256873 166248 152776 74260 72778 153927 362869 WALTON HOUSE OPERATIONS 231205 DELTA DELTA HOUSE OPERA 151679 DUES & SUBSCRIPTIONS 133583 REPAIRS AND MAINTENANCE 41262 132975 3377361 2393816 3958377 2546822 1201763 193507 287097 755267 707481 135396 93923 5501462 1356861 2738657 4144601 1713942 1936055 0 10000 10477407 12339297 475423 124488 2640 8160 1465104 1400459 1594640 2802741 3537807 4335848 X 6907783 8003449 31817 0 6939600 8003449 10477407 12339297 1022579 58153 -16883 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 982776 982776 3928648 1152273 2776375 298997 111236 187761 291041 93352 197689 4144601 FUNDS HELD FOR CHAPTERS 2802741 2802741 X 4677484 58153 236274 294427 4383057 16883 16883 4399940 3613635 236274 236274 3377361 0 3377361 PART X, LINE 2: THE SORORITY IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(7) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO THE INTERNAL REVENUE CODE. BETA MU AND DELTA DELTA, SINGLE-MEMBER LLCS WHOSE ONLY MEMBER IS THE SORORITY, IS CONSIDERED A DISREGARDED ENTITY OF THE SORORITY FOR TAX PURPOSES. THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF THE ACCOUNTING PRONOUNCEMENT RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION RECOGNIZED NO INTEREST OR PENALTIES IN THE CONSOLIDATED STATEMENTS OF ACTIVITIES FOR BOTH OF THE YEARS ENDED JUNE 30, 2023 AND 2022. IF THE SITUATION AROSE IN WHICH THE ORGANIZATION WOULD HAVE INTEREST TO RECOGNIZE, IT WOULD RECOGNIZE THIS AS INTEREST EXPENSE AND PENALTIES WOULD BE RECOGNIZED IN OTHER EXPENSES. CURRENTLY, THE PRIOR THREE YEARS ARE OPEN UNDER FEDERAL AND STATE STATUTES OF LIMITATIONS AND REMAIN SUBJECT TO REVIEW AND CHANGE. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE ORGANIZATION BEEN CONTACTED BY THESE JURISDICTIONS. BASED ON THE EVALUATION OF THE ORGANIZATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAVE BEEN RECORDED FOR EITHER OF THE YEARS ENDED JUNE 30, 2023 OR 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 236,274. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 236,274. X 1 1524152 BOOK VALUE 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THIS SORORITY SHALL BE CLASSIFIED AS UNDERGRADUATES AND ALUMNI. THE TERM "UNDERGRADUATE" SHALL INCLUDE EVERY MEMBER OF THIS SORORITY WHO IS IN ACTUAL ATTENDANCE AS A STUDENT IN ANY DEPARTMENT OF THE COLLEGE WHERE THE CHAPTER BY WHICH SHE WAS INITIATED, OR TO WHICH SHE WAS LAST TRANSFERRED, IS LOCATED. THE TERM "ALUMNUS" SHALL INCLUDE ALL OTHER MEMBERS OF THIS SORORITY. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS INDIVIDUALS WHO HAVE THE POWER TO ELECT OR APPOINT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B BOARD OF DIRECTORS REVIEW FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND TRUSTEES DISCLOSE EVERY THREE YEARS SINCE THEIR TERM OF OFFICE IS FOR THREE YEARS. THE REVIEW AND SIGNING OF CONFLICT OF INTEREST POLICY IS INCLUDED IN THE NEW HIRE ORIENTATION PACKAGE OF EACH NEW HIRE. THE CONFLICT OF INTEREST POLICY IS FOLLOWED IF THERE IS A REPORTED INCIDENT. FORM 990, PART VI, SECTION B, LINE 15 IN DETERMINING THE EXECUTIVE DIRECTOR'S SALARY, COMPARABILITY DATA IS USED FROM OTHER SORORITIES AND A FINAL DECISION IS MADE BY DIRECTORS AND COUNCIL MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 CONSISTENT WITH THE REQUIREMENTS OF SECTION 6104(D) OF THE INTERNAL REVENUE CODE AND REGULATIONS THEREUNDER, COPIES OF THE IRS FORM 990 AND APPLICATION FOR EXEMPTION, OTHER GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS SHALL BE MADE AVAILABLE, UPON REQUEST, IN A TIMELY MANNER, AND SUBJECT TO THE CHARGES PERMITTED BY LAW TO ANY INDIVIDUALS WHO REQUEST IT. BETA MU HOUSE LLC 207 NORTH MUHLENBERG STREET WOODSTOCK VA 22664 821169558 OWNS THE CHAPTER HOUSING AT THE UNIVERSITY OF CENTRAL OKLAHOMA VA 173318 805649 SIGMA SIGMA SIGMA INCORPORATED DELTA DELTA LLC 207 NORTH MUHLENBERG STREET WOODSTOCK VA 22664 560944777 OWNERSHIP OF RESIDENTIAL PROPERTY AT UNIVERSITY OF NORTH CAROLINA VA 1702984 1628525 SIGMA SIGMA SIGMA INCORPORATED