TEK SIGMA KAPPA Voices Strong Hearts United. Annual Report 2011-2012 Dear Sigma Kappa Sisters, On behalf of Sigma Kappa Sorority national council, it is my honor and privilege to share with you the Annual Report for the 2011-2012 fiscal year. This overview will describe the completed work of the Sorority and allow greater insight into what Sigma Kappa is providing to its members. One of the most significant changes national council has made is to move from College Officer Training School (COTS) to regional leadership conferences beginning in summer of 2013. There has been a need to allow more collegiate executive council officers and emerging leaders to receive training and education from Sigma Kappa national officers. The seven regional leadership conferences will provide a deeper understanding of collegiate chapter officers' responsibilities and what it means to be a leader in Sigma Kappa. National council has also approved a move from five to seven districts. The decision was made in spring 2012 to transition through the fall for full implementation Jan. 1, 2013. The change to group chapters into smaller districts will allow for improved collegiate and alumnae chapter supervision from district level national volunteers. Sigma Kappa continues on the technology train, SO to speak, with new and improved publications and ways to connect members to the organization. With the assistance of our communication team, Sigma Kappa is using Twitter, Facebook, Group Interactive Network (GIN) Systems, blogs, You Tube and Billhighway improve efficiencies in our communication. As all these incredible things happen in our membership, I see one underlying theme: Sigma Kappas are continuing to live their values of personal growth, friendship, service and loyalty. These values are resonating within our chapters, Panhellenic communities, universities, families and communities. It is heartwarming to know that Sigma Kappa members are making a difference in the lives of others through their actions. Loyally in Sigma Kappa, Cheri Morress Defory Cheri Morrell De Jong, Epsilon Omega 2012-2014 National President 2012-2014 National Council National President National VP for Extension Cheri De Jong Sarah Womble National VP for Alumnae National VP for Programming Amy Denson Courtney Panik National VP for Collegiate Chapters National VP for Communication Carol Beth Ivory Janel Reedy National VP for Membership National VP for Finance Sara Chacon Andi Sligh CK COLLEGIATE MEMBERSHIP Collegiate Membership 11-12 10-11 09-10 08-09 Chapters 112 109 109 110 Number of chapter members 11,990 11,171 10,911 10,260 Collegiate Recruitment 11-12 10-11 09-10 08-09 Chapters reaching quota within the year* 94% 89% 81% 84% Chapters achieving quota the same semester* 84% 72% 70% 76% Chapters at or above total* 94% 84% 81% 75% *Based on paid new member and per capita fees COLLEGIATE HIGHLIGHTS Total membership as of May 31, 2012 was 152,047. Number of undergraduates pledged to Sigma Kappa in 2011-2012 was 4,628. Total women initiated into Sigma Kappa in 2011-2012 was 4,282, for a 93 percent initiation rate. ACADEMIC EXCELLENCE Sigma Kappa's collegiate chapters have continued to excel in academics. The spring overall GPA was 3.13, fall GPA was 3.09, and winter GPA was 3.11 for an overall 2011-2012 GPA of 3.11. 2011-2012 2010-11 2009-10 2008-09 2007-08 2006-07 2005-06 3.11 3.13 3.10 3.07 3.08 3.02 3.01 FINANCIAL HIGHLIGHTS The Sorority's financial position remains strong. The general fund net margin for the fiscal year June 1, 2011 to May 31, 2012 is $345,827. The national organization has continued to budget conservatively in this economy and to make prudent decisions regarding spending. Wise use of funds has enabled the Sorority to invest in technology, programming and extension in ways that will allow Sigma Kappa to grow and flourish. Implementation of the chapter accounting program, Billhighway, occurred in the summer of 2011, and, as of fall 2011, all chapters were completely transitioned to the new system. Billhighway provides more payment options, improved billing services and a better understanding of how chapter funds are utilized. Sigma Kappa will begin her leadership rotation of the National Panhellenic Conference (NPC) in October 2013, and significant funds will be required to prepare and support our Panhellenic volunteers to lead the NPC. An additional $84,000 was allocated to fund the expenses of Sigma Kappa's NPC delegation this year, for a total of $300,000 earmarked for this momentous event. REVENUES AND EXPENSES Revenues Dues, Memberships & Subscriptions $ 2,033,016.04 68.27% Educational Grant $ 0 0.00% Interest & Dividend Income $ 3,166.30 0.11% Realized Gain $ 1,023.71 0.03% Unrealized $ (17,368.24) -0.58% Jewelry $ 324,403.41 10.89% Convention and Conferences $ 420,532.50 14.12% Member Services $ 213,051.12 7.15% Total Revenues $ 2,977,824.84 100% Expenses National Organization $ 326,537.92 12.41% Collegiate $ 736,333.79 27.98% Jewelry Purchases $ 173,329.12 6.59% Extension $ 174,845.07 6.64% Alumnae $ 15,122.03 0.57% Sigma Kappa Triangle $ 76,711.53 2.91% Convention $ 15,134.70 0.58% COTS $ 323,684.00 12.30% Management & General $ 790,299.68 30.03% Total Expenses $ 2,631,997.84 100% Net Income $ 345,827.00 Year ending May 31, 2012. *The numbers presented are based on preliminary audit results. The final audit report has not yet been completed. 2011-2012 REVENUES* Member Services, $213,051.12 7.15% COTS and Convention, $420,532.50, 14.12% Jewelry, $324,403.41 10.89% Interest & Dividend Income, $3,166.30, .11% Realized Gain, $1,023.71, .03% Dues, Memberships & Subscriptions, $2,033,016.04, 68.27% Chart reflects 100.57 percent due to unrealized investment loss during the fiscal year. 2011-2012 EXPENSES* National Organization, $326,537.92 12.41% Management & General, $790,299.68, 30.03% Collegiate, $736,333.79 27.98% COTS, $323,684, 12.30% Jewelry Purchases, Convention, $15,134.70 $173,329.12 6.59% .58% Extension, $174,845.07, 6.64% Triangle, $76,711.53, 2.91% Alumnae, $15,122.03,.57% *The numbers presented are based on preliminary audit results. The final audit report has not yet been completed. Nabodyres STANDARDS OF EXCELLENCE 2011 2010 2009* 2008 2007 2006 2005* 2004 Three Star 15% 7% 12% 29% 20% 11% 13% 12% Two Star 18% 19% 15% 21% 14% 12% 11% 9% One Star 32% 30% 24% 8% 21% 19% 32% 15% Total % 66% 57% 51% 58% 55% 42% 56% 36% Seventy-two collegiate chapters received recognition for their achievements in the Standards of Excellence (SOE) program during 2011. *SOE criteria revised to include higher standards. EXTENSION Sigma Kappa has had a phenomenal year of growth with the Sorority joining the Greek community on three campuses during the past year. In fall 2011, Sigma Kappa colonized two chapters: Kappa Phi Chapter, Florida Atlantic University, Boca Raton, Fla. and Kappa Psi Chapter, Indiana University-Purdue University Indianapolis, located in Indianapolis. These colonizations added 140 members to the national organization. In spring 2012, Sigma Kappa conducted its first recolonization in more than 10 years - the Theta Omicron Chapter at Arizona State University in Tempe, Ariz. This very successful colonization added 98 women to Sigma Kappa. In the past year, the extension team has spent a significant amount of time preparing for the recolonization of the Epsilon Mu Chapter, University of Missouri, Columbia, Mo. The team made several visits to campus, hosted informational sessions, met with Panhellenic and University officials, and began spreading the word that Sigma Kappa would be colonizing during the fall 2012 semester. TRAVELING STAFF PROGRAM Two collegiate services specialists and 10 leadership consultants comprised the 2011-2012 traveling staff program. Each staff member was assigned to one or two focused chapters. A traveling staff member works with a specific chapter on an ongoing basis to provide additional support in all areas of collegiate management and recruitment. Twenty-three chapters, including our newest Sigma Kappa chapters, participated in the focused chapter program. Overall, 85 percent of our collegiate chapters received at least one visit from a staff member. Traveling staff made 282 chapter visits during the academic year. PROGRAMMING HIGHLIGHTS All collegiate chapters participated in the Collegiate Officer's Academy (COA). R Both COA® and Advisor's Academy® were updated and the website content overhauled for easier access to training material. Workshop Warehouse, a one-stop shop for workshops, ice breakers, team builders and energizers, was created with the help of the communication team. This site continues to be updated on a regular basis. Several handbooks were updated, including the Handbook for the Vice President of Finance, Handbook for the Continuing Membership Chairman, Handbook for the Vice President of Membership, Handbook for the Vice President of New Member Education and the Handbook for the Chapter President. Promise for Initiated Members was updated, including a Facilitator's 101 Guide and all workshops. Promise for New Members was updated to include a video welcome by the national president. In cooperation with the communication team, RESPEKT, the Sorority's signature anti- hazing program, was updated to address additional issues beyond hazing, including self- esteem and alcohol. A new RESPEKT award was developed for chapters to recognize hazing prevention efforts by their peers. COLLEGE OFFICER TRAINING SCHOOL 2011 College Officer Training School (COTS) was held in Indianapolis June 23-26, 2011. The leadership school reported a final registration of 540 members and visitors. COTS 2011 was a success with programming focused on philanthropy, chapter management, community involvement, public relations, chapter communications and advisor workshops. Sigma Kappa's two newest chapters, Kappa Tau, University of West Georgia, Carrollton, Ga. and Kappa Upsilon, The College of New Jersey, Ewing, N.J., received their official charters. Women from across the country met for four days to strengthen their leadership skills, share ideas, and develop bonds with new sisters. Participants learned from a variety of national officers, staff members and guest speakers. Featured speaker Dr. Tait Martin from CAMPUSPEAK kicked off the educational programming with his keynote "Breaking Through the Clutter: Redefining Your Campus Image" and educated the membership on how to use marketing tools and public relations to refocus outreach efforts to foster a growing and energized organization. The executive director of the National Panhellenic Conference, Nicki Meneley, shared the power of Panhellenic with us and our Interfraternal guests. COTS 2011 even included an evening of sisterhood as attendees cheered on the Indianapolis Indians baseball team and enjoyed a tour of Sigma Kappa national headquarters. Many awards were given to collegiate chapters for their successful endeavors and achievements. Chapters received awards for outstanding programming, public relations, new member programs, alumnae relations and scholarship. Thirty-four chapters achieved a Three Star Award; 21 achieved a Two Star Award; and eight chapters achieved a One Star Award. The first Founders Award was presented to Beta Zeta, University of Maryland. COTS 2011 concluded with Sigma Kappa's own Angela C. Guillory, Delta Mu, Northwestern State University, sharing strategies and tactics to turn all the great knowledge learned at COTS into reality. You ALUMNAE MEMBERSHIP Alumnae Membership 11-12 10-11 09-10 08-09 Chapters 114 122 120 119 Number of chapter members 2,527 2,361 1,881 2,193 Average chapter size 22.2 19 16 18 ALUMNAE HIGHLIGHTS The content of Virtual Violet was enriched to increase the readership of the e-newsletter. An alumnae blogosphere and community, LiveSigmaKappa.com, was launched in the fall. Promise for Seniors, a program to educate collegians on the alumnae phase of sisterhood, was created. Alumnae reports were simplified and per capita and report tracking were improved which helped alumnae chapters increase reporting by 18 percent. The alumnae team did a detailed assessment of alumnae chapter health and prepared stabilization and growth plans for struggling alumnae chapters. Three new alumnae chapters were formed, two regional chapters merged, and two dormant alumnae chapters became active again. A virtual Military Alumnae Chapter, comprised of more than 40 members around the world, was formed. The alumnae team structure was evaluated and reorganized to better serve the alumnae chapters and alumnae at large. Alumnae are now able to pay their alumnae per capita via an online payment form on the website. NATIONAL HEADQUARTERS UPDATE National headquarters made a number of changes in key areas to move the national organization forward. Some of these changes include: Two new staff positions were added to Sorority staff: director of educational programs and alumnae membership specialist. The director of educational programs is responsible for managing all aspects of the Sorority's education and training programs and ensuring the Sorority is providing relevant, replicable, and appropriate support, education and training to alumnae and collegiate chapters and members. The alumnae membership specialist works with the alumnae chapters and alumnae volunteer team in all areas of alumnae membership and retention. More than 1,400 potential new member recommendation forms were submitted using the online Recruitment Introduction Form. The number of leadership consultant applications received for the 2012-2013 team increased by 65%. The Sorority currently has 313 licensed vendors in Shop Sigma Kappa, and in 2011, royalty income was at a record level. The royalty income provides financial support to educational programs including the leadership consultant program and regional leadership conferences. Sigma Kappa has partnered with Group Interactive Network (GIN) Systems to create collegiate chapter websites, Facebook fan pages and a chapter communication tool that streamlines chapter messaging and updates. Alumnae are now able to pay their national alumnae dues at any time throughout the year using an online system that directly submits the payments to NHQ Staff members worked with the programing and communication teams to enhance and redesign the RESPEKT program. The addition of new staff positions required the entities to add additional work stations to the office. The Sorority and Foundation staff members have rearranged work locations that group employees by responsibilities rather than by entity. National headquarters has enhanced technology to include virtualizing servers, moving email to the cloud and providing the leadership consultants with BlackBerrys to travel with, among other things. SIGMA KAPPA Voices Strong Hearts United. Sigma Kappa Sorority Annual Report I Sigma Kappa Sorority National Headquarters I 8733 Founders Road I Indianapolis, Indiana 46268