2025-11-13T13:15:05-06:00 2024-12-31 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2024-01-01 237087235 GAMMA IOTA SIGMA GAMM 4849914471 PO BOX 1744 POWELL OH 43065 GRACE GRANT EXECUTIVE DIRECTOR 4849914471 2025-11-10 1 1 LISA BURKE P00220718 8169455500 2025-11-10 2024 2025-03-06 01:10:19Z GRACE GRANT PO BOX 1744 POWELL OH 43065 1591376 0 X WWW.GAMMAIOTASIGMA.ORG X 1966 PA PROMOTE & SUSTAIN COLLEGIATE STUDENT INTEREST IN INSURANCE, RISK MANAGEMENT & ACTUARIAL SCIENCE. 14 13 7 75 0 0 26692 29959 1483965 1551284 9953 10133 0 0 1520610 1591376 700 1850 0 0 689156 800104 0 0 170934 766396 729138 1456252 1531092 64358 60284 1431347 1141555 469869 123403 961478 1018152 X GAMMA IOTA SIGMA SERVES A MISSION OF PROMOTING AND SUSTAINING STUDENT INTEREST IN CAREERS IN INSURANCE, RISK MANAGEMENT, AND ACTUARIAL SCIENCE. 0 0 612977 1441925 CONFERENCES:GAMMA IOTA SIGMA (GIS) CONDUCTS CORE PROGRAMMING EACH YEAR THROUGH ITS REGIONAL CONFERENCE SERIES, ALLIES IN INSURANCE WORKSHOPS, LEADERSHIP SYMPOSIUM, AND ANNUAL CONFERENCE. IN 2024, THESE PROGRAMS ENGAGED OVER 1,300 STUDENTS REPRESENTING MORE THAN 100 COLLEGES AND UNIVERSITIES NATIONWIDE.(CONTINUED ON SCHEDULE O)THE REGIONAL CONFERENCE SERIES PROVIDES AN UNPARALLELED PLATFORM FOR BOTH STUDENTS AND INDUSTRY PROFESSIONALS TO CONNECT. STUDENTS FROM ALL 120 GAMMA IOTA SIGMA CHAPTERS, AT-LARGE MEMBERS, AND APPLICANT SCHOOL STUDENTS INTERESTED IN RISK MANAGEMENT, INSURANCE, AND ACTUARIAL SCIENCE GAIN VALUABLE INSIGHTS INTO THE INDUSTRY AND EXPLORE CAREER OPPORTUNITIES THROUGH CAREER FAIRS, NETWORKING, AND EDUCATIONAL SESSIONS. DURING 2024, THE SERIES REACHED 275 STUDENTS FROM 44 COLLEGES AND UNIVERSITIES AND INCLUDED 43 PARTICIPATING COMPANIES.ALLIES IN INSURANCE BRINGS LEADING INDUSTRY ORGANIZATIONS TOGETHER TO ENGAGE WITH COLLEGE STUDENTS IN AN INTERACTIVE SETTING FOCUSED ON PROFESSIONAL GROWTH, COMMUNITY, AND CONNECTION. THE EVENT PROVIDES SPACE FOR OPEN CONVERSATIONS AROUND CAREER DEVELOPMENT, PERSONAL WELL-BEING, AND COLLABORATION, WHILE FOSTERING MEANINGFUL RELATIONSHIPS ACROSS THE INDUSTRY. IN 2024, THE PROGRAM FEATURED 34 PARTICIPATING COMPANIES AND REACHED 450 STUDENTS.LEADERSHIP SYMPOSIUM IS THE KICKOFF TO THE ACADEMIC YEAR CONVENING AN ELITE GROUP OF CHAPTER OFFICERS FOR FOCUSED LEADERSHIP TRAINING, PEER NETWORKING, AND EXCLUSIVE ENGAGEMENT WITH SUSTAINING PARTNERS. A VARIETY OF WORKSHOPS AND INTERACTIVE SESSIONS ALLOW STUDENTS TO GAIN VALUABLE INSIGHTS, KNOWLEDGE, AND TOOLS TO SUCCEED IN THEIR ROLES AS LEADERS WITHIN GIS. THE 2024 SYMPOSIUM BROUGHT IN 34 SUSTAINING PARTNERS AND 104 CHAPTER OFFICERS FROM 67 COLLEGES AND UNIVERSITIES.THE ANNUAL CONFERENCE IS THE HALLMARK TALENT EVENT AND CENTRALIZED CONNECTION POINT FOR TOP COLLEGIATE TALENT AND INSURANCE, RISK MANAGEMENT, AND ACTUARIAL SCIENCE ORGANIZATIONS. DURING 2024, 520 STUDENTS FROM 69 COLLEGES AND UNIVERSITIES AND 90 PARTICIPATING COMPANIES CONVENED FOR A ONE-OF-ITS-KIND CAREER FAIR, DYNAMIC KEYNOTE SPEAKERS, ALLIES PROGRAMMING, EDUCATIONAL SESSIONS, PROFESSIONAL DEVELOPMENT WORKSHOPS, INDUSTRY ROUNDTABLES, NETWORKING OPPORTUNITIES, AND MORE. 413366 1850 109359 MEMBERSHIP AND CHAPTER OPERATIONS:GAMMA IOTA SIGMA PRODUCES STUDENT NEWSLETTERS, INDUSTRY NEWSLETTERS, AND OTHER COMMUNICATIONS TO INFORM MEMBERS ABOUT ORGANIZATIONAL ACTIVITIES, OPPORTUNITIES, AND INDUSTRY DEVELOPMENTS. GIS PROVIDES CAREER GUIDANCE OFFICE HOURS TO CONNECT STUDENTS WITH MEMBERS OF THE BOARD OF TRUSTEES AND ADVISORY COUNCIL FOR MENTORSHIP AND CAREER ADVICE.(CONTINUED ON SCHEDULE O)THE ORGANIZATION OFFERS PROFESSIONAL DEVELOPMENT PROGRAMS INCLUDING MOCK INTERVIEWS, RESUME REVIEWS, CAREER READINESS WORKSHOPS, AND SOFT SKILLS TRAINING. THESE PROGRAMS ARE DESIGNED TO ENHANCE STUDENTS' PROFESSIONAL COMPETENCIES, IMPROVE EMPLOYABILITY, AND FACILITATE MEANINGFUL CONNECTIONS WITH INDUSTRY PROFESSIONALS.CHAPTER LEADERS ENGAGE IN TRAINING AND DEVELOPMENT ACTIVITIES THAT PROMOTE LEADERSHIP SKILLS, ORGANIZATIONAL EFFECTIVENESS, AND PROFESSIONAL GROWTH, ENSURING STUDENTS ARE PREPARED FOR CAREERS IN INSURANCE, RISK MANAGEMENT, AND ACTUARIAL SCIENCE. 1026343 1 1 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 11 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 1 0 0 0 0 1 1 0 1 1 0 0 1 1 1 0 0 CA X GRACE GRANT EXECUTIVE DIRECTOR 4849914471 PO BOX 1744 POWELL OH 43065 GRACE GRANT EXECUTIVE DIRECTOR 30.00 10.00 X X 228540 0 5056 NICK ABRAHAM PRESIDENT 0.90 0.10 X X 0 0 0 MICHAEL KLEIN IMMEDIATE PAST PRESIDENT 0.90 0.10 X X 0 0 0 DAN SPRAGG EXECUTIVE VICE PRESIDENT 0.90 0.10 X X 0 0 0 DEBBIE GOLDSTINE VICE PRESIDENT (TERM START 9/2024) 0.90 0.10 X X 0 0 0 TAY HOANG VICE PRESIDENT 0.90 0.10 X X 0 0 0 JASON WARDEN VICE PRESIDENT 0.90 0.10 X X 0 0 0 KELLY HENNIGAN TREASURER 0.90 0.10 X X 0 0 0 BRADY KELLEY SECRETARY 0.90 0.10 X X 0 0 0 MIKE BOA TRUSTEE 0.90 0.10 X 0 0 0 DEREK GREENACRE TRUSTEE 0.90 0.10 X 0 0 0 KRISTI HOSKINSON TRUSTEE 0.90 0.10 X 0 0 0 LOGAN KNUTSON TRUSTEE 0.90 0.10 X 0 0 0 ANGELICA LEDEZMA TRUSTEE (TERM START 9/2024) 0.90 0.10 X 0 0 0 CARRIE BUSIC LOWE IMMEDIATE PAST PRESIDENT (TERM END 6/2024) 0.90 0.10 X X 0 0 0 JILL BISCO TRUSTEE (TERM END 9/2024) 0.90 0.10 X 0 0 0 STEPHANIE DUNSTAN TRUSTEE (TERM END 9/2024) 0.90 0.10 X 0 0 0 WILL GILCHRIST TRUSTEE (TERM END 9/2024) 0.90 0.10 X 0 0 0 ALYSSA BOUCHARD SVP, DEVELOPMENT 35.00 5.00 X 116680 0 11320 NIKIA STOWE SVP, UNIVERSITY PARTNERSHIPS 35.00 5.00 X 123540 0 3106 468760 0 19482 3 0 1 0 SODEXO LIVE 1 WEST PRATT ST BALTIMORE MD 21201 CATERING 135680 1 29959 29959 PARTNER DUES 900099 1397045 1397045 MEMBERSHIP DUES 900099 88625 88625 CONFERENCES & EVENTS 900099 44880 44880 CHARTER DUES 900099 12500 12500 8234 8234 1551284 10133 10133 1591376 1551284 0 10133 1850 1850 233596 70079 93438 70079 436356 278191 86333 71832 45711 25596 14338 5777 30636 16362 9873 4401 53805 27851 14059 11895 315 315 59791 59791 6738 3450 3288 4000 4000 36485 23872 10994 1619 27688 26429 1259 30876 30150 24 702 540146 533628 6518 210 110 57 43 16089 8404 4358 3327 AWARD PLAQUES 6800 6800 1531092 1026343 333815 170934 538306 658136 502800 108181 10000 2533 86385 77600 88226 84149 1048 297 961 751 204669 210205 1431347 1141555 15811 8981 42125 66548 411933 47874 469869 123403 X 951478 1015619 10000 2533 961478 1018152 1431347 1141555 60284 -3610 0 X X 0 1 X 1 0 X 249992 126045 271357 26692 29959 704045 936987 977851 1272471 1483965 1551284 6222558 1186979 1103896 1543828 1510657 1581243 6926603 683 7955 4813 13451 232800 416205 325747 129150 296465 1400367 232800 416205 326430 137105 301278 1413818 5512785 1864 2927 7116 9953 10133 31993 1864 2927 7116 9953 10133 31993 1175 20159 21334 1190018 1126982 1550944 1520610 1591376 6979930 0.78980 0.80010 0.00460 0.00360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1048 297 751 751 DUE TO AFFILIATE 47874 47874 X PART X, LINE 2: GAMMA IOTA SIGMA HAS BEEN GRANTED EXEMPTION FROM INCOME TAXES BY THE INTERNAL REVENUE SERVICE UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). ASC TOPIC 740, INCOME TAXES, PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AND PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. MANAGEMENT BELIEVES THAT NO MATERIAL UNCERTAIN TAX POSITIONS EXIST FOR THE ORGANIZATION AS OF DECEMBER 31, 2024. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2021. X X X 0 0 0 0 0 1 0 1 0 GRACE GRANT EXECUTIVE DIRECTOR 165000 0 60000 0 3540 0 5056 0 0 0 233596 0 0 0 PART I, LINE 6 THE EXECUTIVE DIRECTOR'S ANNUAL BONUS IS CONTINGENT UPON MEETING PRESCRIBED FUNDRAISING TARGETS. IF THOSE TARGETS ARE NOT MET, NO BONUS IS PAID. PART I, LINE 7 THE EXECUTIVE DIRECTOR IS ELIGIBLE TO RECEIVE AN ANNUAL MERIT-BASED BONUS AS DETERMINED BY THE COMPENSATION COMMITTEE AND REVIEWED/APPROVED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE, COMPRISED OF THE OFFICERS OF THE CORPORATION, HAS ALL THE POWERS TO TRANSACT BUSINESS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES. THE COMMITTEE'S FUNCTION IS TO HANDLE SUCH MATTERS AS EXTEND BEYOND THE SCOPE OF RESPONSIBILITY OF ANY OFFICER ACTING ALONE. FORM 990, PART VI, SECTION A, LINE 4 GAMMA IOTA SIGMA AMENDED ITS GRAND CHAPTER CODE OF REGULATIONS TO INCLUDE A DISSOLUTION CLAUSE TO ARTICLE I AND AN ADDITION TO ARTICLE II.7 ON WHEN A TRUSTEE MAY BE REMOVED FROM THE BOARD. THE DISSOLUTION CLAUSE STATES THAT UPON DISSOLUTION OF THIS ORGANIZATION, ASSETS SHALL BE DISTRIBUTED FOR ONE OR MORE EXEMPT PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OR CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE, OR SHALL BE DISTRIBUTED TO THE FEDERAL GOVERNMENT, OR TO A STATE OR LOCAL GOVERNMENT, FOR A PUBLIC PURPOSE. THE ADDITION TO ARTICLE II.7 STATES THAT A TRUSTEE MAY BE REMOVED FROM THE BOARD SHOULD THEY LEAVE THEIR ROLE AT THE SPONSORING COMPANY, OR THEIR COMPANY CHOOSES TO END ITS PARTNERSHIP WITH GAMMA IOTA SIGMA AT WHICH POINT TERMINATION WOULD BE EFFECTIVE WHEN THE PARTNERSHIP ENDS OR THE INDIVIDUAL LEAVES THE SPONSORING COMPANY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD PRESIDENT AND TREASURER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE UTILIZED A COMPENSATION CONSULTANT TO ESTABLISH EXECUTIVE DIRECTOR COMPENSATION. THE COMMITTEE MAKES RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FINANCE AND AUDIT COMMITTEE, APPOINTED BY THE MEMBERS OF THE EXECUTIVE COMMITTEE, IS RESPONSIBLE FOR OVERSIGHT OF THE CONSOLIDATED FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE COMMITTEE ALSO PROVIDES INPUT AND GUIDANCE AROUND FINANCIAL REPORTING AND INTERNAL CONTROLS, ALONG WITH FINANCIAL ETHICS AND COMPLIANCE. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. GAMMA IOTA SIGMA FOUNDATION PO BOX 1744 POWELL OH 43065 921073408 STUDENT/CHAPTER RESOURCES AND SUPPORT OH 501(C)(3) LINE 7 GAMMA IOTA SIGMA 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0