2025-09-11T12:56:04-05:00 2025-05-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2024-06-01 351778450 SIGMA KAPPA FOUNDATION SIGM 3178723275 695 PRO MED LANE 300 CARMEL IN 46032 LISA SWIONTEK CHIEF EXECUTIVE OFFICER 3178723275 2025-09-10 1 0 ANGELA N CRAWFORD CPA P00573197 3178488920 2025-09-10 2024 2025-03-06 01:10:19Z LISA SWIONTEK 695 PRO MED LANE 300 CARMEL IN 46032 2451791 0 X WWW.SIGMAKAPPA.ORG X 1989 IN THE SIGMA KAPPA FOUNDATION EXISTS TO ENHANCE THE LIVES OF SIGMA KAPPA MEMBERS. 11 11 6 125 0 0 1265125 1577955 0 0 455370 745388 0 0 1720495 2323343 317336 346061 0 0 491953 444276 0 0 301323 403921 429855 1213210 1220192 507285 1103151 10526713 12100480 302850 249537 10223863 11850943 X THE SIGMA KAPPA FOUNDATION EXISTS TO ENHANCE THE LIVES OF SIGMA KAPPA MEMBERS. 0 0 225841 174165 THROUGH ACTIVITIES THAT ENCOMPASS THE INDIVIDUAL CHAPTER, THE FRATERNITY/SORORITY COMMUNITY, THE UNIVERSITY COMMUNITY, AND SOCIETY IN GENERAL. THE SIGMA KAPPA FOUNDATION PROVIDES FUNDING FOR PROGRAMS AND RESOURCES DESIGNED TO PROMOTE PERSONAL AND LEADERSHIP DEVELOPMENT TOTALING NEARLY $3 MILLION SINCE 1989. GRANTS ARE MADE PURSUANT TO APPROPRIATE GRANT DOCUMENTATION. NO GRANTS OR ALLOCATIONS ARE/OR INCLUDE FOREIGN GRANTS.SIGMA KAPPA EDUCATIONAL GRANTS:EDUCATIONAL AREA GRANTS. THE EDUCATIONAL AREA GRANT PROGRAM IS A SPECIAL INITIATIVE WHEREBY THE SIGMA KAPPA FOUNDATION MAY MAKE HOUSING GRANTS FOR PURELY EDUCATIONAL SPACES IN LOCAL CHAPTER HOUSES, AS LONG AS THE SPECIFIC REQUEST COMPLIES WITH INTERNAL REVENUE SERVICE REQUIREMENTS. THE CHARITABLE PURPOSE OF THE EDUCATIONAL AREA GRANT PROGRAM IS TO IMPROVE THE EDUCATIONAL FACILITIES AVAILABLE AT ELIGIBLE CHAPTERS AND, AT THE SAME TIME, RELIEVE THE LOCAL COLLEGE OR UNIVERSITY OF SOME OF THE BURDEN OF PROVIDING STUDY AND LIBRARY FACILITIES. EDUCATION AND LEADERSHIP GRANTS. SEVERAL EDUCATIONAL AND LEADERSHIP PROGRAMS WERE SUPPORTED BY A FOUNDATION GRANT. NATIONAL CONVENTION. THE 91ST NATIONAL CONVENTION FOR SIGMA KAPPA SORORITY WAS HELD JULY 10-13, 2024, AT THE SHERATON BOSTON HOTEL IN BOSTON. CONVENTION IS A BLEND OF BUSINESS MEETINGS, SISTERHOOD OPPORTUNITIES AND EDUCATIONAL PROGRAMS. AT THE 2024 NATIONAL CONVENTION, EDUCATIONAL SESSIONS AND KEYNOTE SPEAKERS WERE DESIGNED TO BENEFIT COLLEGIANS, ALUMNAE AND NATIONAL OFFICERS, FOCUSING ON TOPICS RELEVANT TO ALL MEMBERS OF SIGMA KAPPA: DIVERSITY, EQUITY, INCLUSION AND ACCESS, MENTAL HEALTH, BUILDING YOUR INDIVIDUAL CONFIDENCE, USING VOLUNTEER EXPERIENCES TO FURTHER YOUR CAREER GOALS, AND NAVIGATING CHALLENGES THROUGHOUT LIFE. THIS CONVENTION ALSO INCLUDED ELEMENTS TO CELEBRATE THE 150TH ANNIVERSARY OF SIGMA KAPPA'S FOUNDING. THE KEYNOTE SPEAKERS FEATURED AT THE 2024 NATIONAL CONVENTION WERE CHOSEN BECAUSE EACH FOCUS ON AN AREA OF PERSONAL DEVELOPMENT THAT IS RELEVANT AND IMPORTANT TO OUR MEMBERS. THEY SHARED THEIR EXPERIENCES AND EXPERTISE, PROVIDING OPPORTUNITIES FOR CONVENTION ATTENDEES TO LEARN NEW SKILLS AND REFLECT ON THEIR OWN LIVES, CONSIDERING HOW TO USE NEW METHODS AND TOOLS TO IMPROVE IN AREAS THEY WANT TO. SUMMIT FOR COLLEGIATE LEADERSHIP. THE SUMMIT FOR COLLEGIATE LEADERS IS A LEADERSHIP PROGRAM FOR COLLEGIATE OFFICERS AND ADVISORS. THROUGH A CURRICULUM FOCUSED ON LEADERSHIP TRAINING FOR ALL WOMEN, THE SUMMIT IS DESIGNED TO PROVIDE PERSONAL DEVELOPMENT OF COLLEGIATE LEADERS AND FACILITATORS IN ATTENDANCE. IN 2025, THE SUMMIT FOR COLLEGIATE LEADERSHIP CURRICULUM AND OVERALL EXPERIENCE IS WRITTEN TO FOCUS SOLELY ON LEADERSHIP AND PERSONAL DEVELOPMENT TOPICS SPECIFIC TO THE NEEDS OF CURRENT CHAPTER LEADERS. DESIGNED TO FILL A LEADERSHIP GAP, THE SUMMIT FOR COLLEGIATE LEADERSHIP STRIVES TO DEVELOP LEADERS, EXPAND ON LEADERSHIP SKILLS FOR OFFICERS AND LAY THE GROUNDWORK FOR STRONG WORKING RELATIONSHIPS BETWEEN OFFICERS AND ADVISORS. VOLUNTEER TRAINING. A HALF DAY SUMMIT STYLE EVENT WAS HELD TO ENSURE SIGMA KAPPA VOLUNTEERS RECEIVE ONBOARDING AND DEVELOPMENTAL EDUCATION. THROUGH THE EVENT, NATIONAL AND LOCAL LEVEL VOLUNTEERS WILL LEARN LESSONS PERTINENT TO BEING A SIGMA KAPPA VOLUNTEER. THE 2025 SUMMIT FOR VOLUNTEERS FOCUSED ON BUILDING STRATEGY THROUGH USING THEIR STRENGTHS.TRAVELING LEADERSHIP SPECIALIST (TLS) GRANT. THE GRANT FOR THE TLS PROGRAM IS USED TO CONDUCT THE INDIVIDUAL AND GROUP COUNSELING OF CHAPTER MEMBERS AND THE TRAINING OF INDIVIDUALS TO DO SUCH COUNSELING. GROUP DEVELOPMENT INCLUDES WORKSHOPS AND LECTURES ON LEADERSHIP AND EDUCATIONAL DEVELOPMENT, ASSERTIVENESS TRAINING, ACHIEVEMENT OF HIGH SCHOLASTIC ATTAINMENT, CITIZENSHIP, CAREER DEVELOPMENT, ALCOHOL AND DRUG ABUSE PREVENTION AND ADVANCED LEADERSHIP TRAINING FOR SELECTED INDIVIDUALS. INDIVIDUAL COUNSELING INCLUDES ONE-ON-ONE SESSIONS WITH SELECTED UNDERGRADUATE CHAPTER MEMBERS OF THE SORORITY REGARDING LEADERSHIP OPPORTUNITIES AND SCHOLARSHIP AND STUDY TECHNIQUES, AND IN ADDITION EACH SPECIALIST SHOULD BE AVAILABLE TO ADVISE ANY CHAPTER MEMBER SEEKING INDIVIDUALIZED COUNSELING REGARDING EDUCATIONAL OPPORTUNITIES AND PROBLEMS.THIS PROGRAM EMBODIES THE ORGANIZATION'S CORE VALUE OF PERSONAL GROWTH. THE PROGRAM CONSISTENTLY CHALLENGES PARTICIPANTS BY PROVIDING OPPORTUNITIES FOR THE TLS TO PERSONALLY AND PROFESSIONALLY GROW AS WELL AS BECOME MORE DIVERSE IN THEIR SKILLSETS ALL WHILE MOTIVATING AND INSPIRING OTHERS. TLS GAIN AN UNDERSTANDING AND SENSE OF INDEPENDENCE, PATIENCE, CONFIDENCE AND STRENGTH THROUGHOUT THIS EXPERIENCE. THE TLS PROGRAM TEACHES THE IMPORTANCE OF NETWORKING AND RELATIONSHIP BUILDING, ALL WHILE UTILIZING THE SKILLSETS DEVELOPED TO INSPIRE OTHERS. ONE OF THE MOST POWERFUL PIECES OF THE PROGRAM IS LEARNING WHO YOU ARE AS AN INDIVIDUAL AND HAVING A STRONG SUPPORT SYSTEM ALONG THE WAY.CAREER DEVELOPMENT GRANT. IT IS ESSENTIAL NOW MORE THAN EVER FOR JOB SEEKERS TO KNOW AND ARTICULATE THEIR VALUE TO EMPLOYERS, ACCESS THEIR NETWORK, AND HAVE A RESUME THAT STANDS OUT. THE MISSION OF THIS PROGRAM IS TO SUPPORT WOMEN DURING A TURBULENT TIME TO CREATE A PLAN OF ACTION TO NAVIGATE THEIR CAREER. STUDENTS AND YOUNG ALUMNAE HAVE BEEN UNDER UNIQUE STRESS AS A RESULT OF CHANGING CIRCUMSTANCES IMPACTING THE WAY THEY FINISH THE SCHOOL YEAR AND PREPARE FOR THE WORKFORCE. TOP THEMES THAT CAREERHOUSE HAS IDENTIFIED THROUGH RESEARCH CONVERSATIONS WITH CURRENT STUDENTS AND YOUNG ALUMNAE INCLUDE: NOT BEING ABLE TO COMPLETE EVERYTHING TO GRADUATE ON TIME DECLINING GRADES INTERNSHIP OR NEW POSITION OFFERS BEING RESCINDED OR CANCELLED LACK OF INTERNSHIP OR JOB OPPORTUNITIES BEING UNPREPARED FOR GRADUATION FINANCIAL IMPLICATIONS BEING ABLE TO MAINTAIN AN EFFICIENT SCHEDULE AND GOOD QUALITY WORK UNDERSTANDING HOW THE JOB SEARCH PROCESS HAS CHANGEDTHIS PROGRAM PROVIDED YEAR-LONG ACCESS TO READY-TO-ACCESS CONTENT WHEN MEMBERS NEED IT MOST BASED ON WHERE THEY ARE IN THEIR CAREER SEARCH PROCESS. MEMBERS ALSO HAVE THE OPPORTUNITY TO BUILD COMMUNITY AND SUPPORT ONE ANOTHER THROUGH PARTICIPATING IN THE CAREERHOUSE PLATFORM.NAME YOUR STORY MENTAL HEALTH RESOURCES. AT LEAST ONE IN FOUR STUDENTS EXPERIENCES A MENTAL HEALTH CHALLENGE. FOR THOSE WHO HAVE NOT PERSONALLY EXPERIENCED ANXIETY, DEPRESSION, OR ANOTHER MENTAL HEALTH CONCERN, CHANCES ARE THEY KNOW THOSE WHO HAVE. THE NAME YOUR STORY ONLINE EDUCATION PROGRAM GIVES STUDENTS THE OPPORTUNITY TO NOT ONLY LEARN ABOUT THE SIGNS AND SYMPTOMS OF SOME OF THE MOST COMMON MENTAL HEALTH PROBLEMS AFFECTING COLLEGE STUDENTS TODAY, IT ALSO PROVIDES TRAINING ON HOW TO TALK ABOUT THESE EXPERIENCES WITH EACH OTHER. THE PROGRAM INCLUDES ACCESS TO ONLINE MODULES COVERING 18 DIFFERENT TOPICS RELATED TO MENTAL HEALTH, WITH MULTIPLE MODULES INCLUDED FOR EACH TOPIC. ADDITIONALLY, FACILITATION GUIDES FOR STUDENT LEADERS, ADVISORS AND OTHER VOLUNTEER FACILITATORS ARE ABLE TO BE CUSTOMIZED BASED ON OUR SPECIFIC ORGANIZATIONAL NEEDS. A RESOURCE GUIDE IS ALSO PROVIDED AS A QUICK REFERENCE TOOL FOR MEMBERS. GUIDANCE ON PRE- AND POST-ASSESSMENTS IS ALSO PROVIDED TO EVALUATE STUDENT UNDERSTANDING, THEIR OPINIONS AND ADDITIONAL QUESTIONS. SERVICE IMMERSION EXPERIENCE. COLLEGIATE AND ALUMNAE MEMBERS PAIRED UP TO PARTICIPATE IN THE MISSION'S HOME REPAIR, COMMUNITY CLEANUP, FOOD SECURITY, AND CHRISTMAS PROGRAMS. WORKING SIDE-BY-SIDE TO AID THE CHERRYFIELD COMMUNITY IN DOWNEAST MAINE, THEY PROVIDED DIRECT SERVICE, DEVELOP CONNECTIONS WITH OTHER SIGMA KAPPA'S AND CREATED MEMORIES THEY WILL CARRY WITH THEM FOR THE REST OF THEIR LIVES. 219898 127195 109 SCHOLARSHIPS ARE AVAILABLE TO OUTSTANDING MEMBERS WHO EXEMPLIFY SIGMA KAPPA'S VALUES OF INTEGRITY, LEADERSHIP, ACADEMIC EXCELLENCE, AND OUR COMMITMENT TO SERVICE AND SISTERHOOD.SCHOLARSHIPS ARE PROVIDED BY THE FOUNDATION TO ENCOURAGE AND SUPPORT THE SCHOLASTIC DEVELOPMENT OF OUR COLLEGIATE AND ALUMNAE SISTERS. THESE WORTHY OPPORTUNITIES COULD NOT BE POSSIBLE WITHOUT SUPPORT FROM SIGMA KAPPA SISTERS, THEIR FAMILIES AND FRIENDS, AND OTHER DONORS. 148580 44701 THE FOUNDATION WAS CALLED UPON TO PROVIDE EMERGENCY ASSISTANCE TO 14 MEMBERS WHO HAVE SEVERE FINANCIAL DISTRESS DUE TO PRESIDENTIALLY-DECLARED DISASTERS, UNEXPECTED LIFE OCCURRENCES SUCH AS A LOSS OF A JOB AND ILLNESS. THESE GRANTS PROVIDE SOME RELIEF TO MEMBERS WHO ARE FACED WITH HORRIFIC ISSUES AND HAVE EXHAUSTED ALL OTHER FORMS OF SUPPORT. 594319 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AK AZ AR CA CT DC FL GA HI IL KS KY LA ME MD MA MS AL CO MO NH NJ NM NY NC OH OK OR PA RI SC TN UT VA WA WV WI MN MI IN X THE ORGANIZATION 3178723275 695 PRO MED LANE 300 CARMEL IN 46032 TAWNY JAMES PRESIDENT 5.00 X X 0 0 0 LAURA MICKLER VP FINANCE 5.00 X X 0 0 0 JENNIFER RASS VP ADMIN 5.00 X X 0 0 0 ANGIE AHRENS TRUSTEE 2.00 X 0 0 0 KELLIE BRAY TRUSTEE 2.00 X 0 0 0 DANIELLE BECHTA TRUSTEE 2.00 X 0 0 0 KATE HALL TRUSTEE 2.00 X 0 0 0 JEN HOHMAN TRUSTEE 2.00 X 0 0 0 CAROL IVORY TRUSTEE 2.00 X 0 0 0 STACY MCDONALD TRUSTEE 2.00 X 0 0 0 MARISA WILKES TRUSTEE 2.00 X 0 0 0 LISA SWIONTEK CHIEF EXECUTIVE OFFICER 40.00 X 117385 0 20112 117385 0 20112 1 0 0 0 0 1577955 17468 1577955 309341 309341 564495 128448 436047 436047 436047 2323343 0 0 745388 174165 174165 171896 171896 138724 34681 34681 69362 228193 75708 121108 31377 48802 14641 20985 13176 28557 7139 14279 7139 11378 2552 5119 3707 86574 19094 38206 29274 113278 4731 20161 88386 53162 13290 26582 13290 41788 10447 20894 10447 16070 9365 512 6193 50929 48193 1784 952 2679 670 1339 670 17520 4380 8760 4380 FUNDRAISING 18678 18678 MISCELLANEOUS 11255 2628 5074 3553 DUES AND SUBSCRIPTIONS 3588 3588 PROFESSIONAL DEVELOPMEN 2956 739 1478 739 1220192 594319 324550 301323 174556 500573 130672 210480 20118 19338 21750 24265 269885 267728 4836 2157 10060640 11266448 114141 77219 10526713 12100480 71778 184347 128351 0 102721 65190 302850 249537 X 3325847 3816545 6898016 8034398 10223863 11850943 10526713 12100480 1103151 523929 0 X X 0 1 X 1 0 X 941148 1478634 1266309 1265125 1577955 6529171 941148 1478634 1266309 1265125 1577955 6529171 6529171 235576 452666 456308 344041 309341 1797932 8327103 0.78410 0.78970 X 4536301 322963 569107 219279 5209092 3959727 231271 535722 190419 4536301 4025043 199459 -75583 189192 3959727 4095983 197748 -64896 203792 4025043 3387196 98337 790339 162995 16894 4095983 0.79680 0.20320 0 0 10681 9251 1430 259204 258477 727 2157 OPERATING LEASE LIABILITY 65190 65190 X 2847272 523929 523929 2323343 0 2323343 1220192 0 1220192 0 1220192 PART V, LINE 4: TO PROVIDE EDUCATIONAL PROGRAMMING AND SCHOLARSHIPS. PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE LAW. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF MAY 31, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH MAY 31, 2024 AND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIALS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). 1 SIGMA KAPPA SORORITY 695 PRO-MED LANE CARMEL IN 46032 010158948 501(C)(7) 132045 0 LEADERSHIP AND EDUCATIONAL PROGRAMMING FOR MEMBERS GAMMA PHI HOUSE CORPORATION C/O SIGMA KAPPA NHC 695 PRO-MED LANE CARMEL IN 46032 561133288 501(C)(7) 30000 0 TO SUPPORT THE EDUCATIONAL COMPONENTS OF THE NEW GAMMA PHI CHAPTER'S HOUSE 0 2 SCHOLARSHIPS 109 127195 ASSISTANCE GRANTS 14 44701 PART I, LINE 2: SCHOLARHIPS: SIGMA KAPPA FOUNDATION EVALUATES ELIGIBLE SCHOLARSHIP APPLICANTS OBJECTIVELY BASED ON A COMBINATION OF GRADE POINT AVERAGE, PARTICIPATION IN ACTIVITIES, HONORS RECEIVED. CHARITABLE CONTRIBUTIONS: THE BOARD OF TRUSTEES REVIEWS VARIOUS REQUESTS FROM 501(C)(3) ORGANIZATIONS, SUCH AS MAINE SEA COAST MISSION, AND EVALUATES THE MERIT OF SUCH REQUESTS TO DETERMINE IF A CHARITABLE CONTRIBUTION WOULD FULFILL THE EDUCATIONAL AND CHARITABLE MISSION OF THE SIGMA KAPPA FOUNDATION. WRITTEN DOCUMENTATION OF THE ORGANIZATION'S 501(C)(3) STATUS IS REQUIRED PRIOR TO MAKING A CONTRIBUTION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, EMPLOYEES, AND COMMITTEE MEMBERS OF THE FOUNDATION SUBMIT ANNUAL REPORTS ON A FORM APPROVED BY THE BOARD, IN WHICH THEY DISCLOSE ANY CONFLICT OR POTENTIAL CONFLICT BEFORE ANY ADDITIONAL BOARD OR COMMITTEE ACTION IS TAKEN. THESE ANNUAL REPORTS ARE REVIEWED BY THE OFFICERS OF THE BOARD, WHO ATTEMPT TO RESOLVE ANY ACTUAL OR POTENTIAL CONFLICTS AND, IN THE ABSENCE OF RESOLUTION, REFER ALL SUCH MATTERS TO THE FULL BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION REVIEW PROCESS CONSISTS OF REVIEWING THE 990'S OF LIKE-SIZED/LIKE-MISSIONED ORGANIZATIONS. THE EXECUTIVE COMMITTEE (WHICH IS ALSO THE PERSONNEL COMMITTEE) RECOMMENDS COMPENSATION AND BOARD APPROVES. FORM 990, PART VI, SECTION C, LINE 19 SIGMA KAPPA FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE INDEPENDENT AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.