ANNUAL REPORT Sigma Kappa 2017-2018 SIGMA KAPPA LIVE WITH HEART MESSAGE FROM THE NATIONAL PRESIDENT Dear Sisters, National headquarters staff welcomed the addition of two new senior director positions What a year it has been for our beloved Sorority expanding on our implementation of the and its members. As I begin my second term strategic plan and collaboration efforts as national president and we look back on between entities. last year, there is SO much to celebrate. It is my pleasure to present to you the 2017-2018 We've enhanced and personalized our member annual report, which will highlight the many communication touchpoints in response to accomplishments of our dedicated volunteers, member feedback. We have delivered a variety hard-working staff, and loyal members, as well of programming that supports the personal as our plans for continued success in the future. growth and leadership development needs of The 2020 strategic plan guides us in moving the both our collegiate and alumnae members. Sorority forward and ensuring that it remains an organization that nurtures the social, intellectual The alumnae team has been diligent in and spiritual growth of its members. providing our members more opportunities to connect, enjoy, learn, and give after college. National council and the boards of the Sigma Eight Connect events were held in cities across Kappa Foundation and National Housing the U.S. to help bring our alumnae together in Corporation continued their collaboration a fun, social environment. We introduced the efforts, leveraging the power of partnerships virtual Sigma Kappa Book Club, an easy way for and held strategic discussions on how to members to connect over their love of reading. lead with foresight. We have worked hard to develop a consistent, strong brand across all Alumnae embraced a new virtual activity, The three entities that drives the story of Sigma Spring Thing, and one lucky member won an all- Kappa and our impact. inclusive trip to convention for her and a Sigma Kappa sister by completing a few fun activities. We also launched a new program, Legacy Link, We also began the process to reestablish our to help alumnae share Sigma Kappa with their Alpha Omega Chapter at the University of special legacies from a young age. Alabama, which will be the largest extension in Sigma Kappa history. The leadership development of our collegiate members remained a priority. We've made In June, more than 700 Sigma Kappas came major investments in the member experience together in Ponte Vedra Beach, Florida, for and growth of the organization, and will our 88th national convention. In addition continue to emphasize the importance to engaging in the business of the national of long-term planning to support the organization, celebrating achievements, and advancement of the sorority experience. participating in educational breakout sessions Regional Leadership Conferences (RLCs) and time-honored sisterhood activities and were held in six different locations across traditions, we introduced many exciting new the country and provided educational and initiatives to ensure our organization continues personal growth opportunities to nearly 1,750 to meet the needs of today's women. collegiate officers, advisors and volunteers. New educational materials, including With new trends and continuing challenges workshops and officer resources, have been facing single-sex organizations, including created to meet the ever-changing needs freedom of association, campus safety of our collegiate members. The Standards of concerns, anti-Greek press in the media and Excellence program was revamped to provide the calls for fraternity/sorority communities to chapters more opportunities to share what shut down, our strategic plan will continue to makes them unique and exceptional. provide focus, relevancy and continuity. I am SO proud of the work we have done over the Our second annual Day of Service allowed past year, and I hope you share in my pride members to donate their time to local causes and excitement for what is to come. Thank close to their hearts, with more than 1,000 you for your dedication to Sigma Kappa and service hours contributed. for living with heart in all you do. 8.5g Sara Seely Chacon Gamma Alpha MEMBERSHIP MEMBERSHIP STANDARDS COLLEGIATE STATS OF EXCELLENCE STATS 171,973 57% 5,669 total sorority membership of chapters achieving undergraduates pledged to as of May 31, 2018 minimum standards or Sigma Kappa in 2017-2018 above in 2017 5,560 3.23 44 total women initiated into Sigma Kappa in 2017-2018 overall 2017-2018 GPA chapters receiving stars 98% initiation rate COLLEGIATE ALUMNAE 2015-16 2016-17 2017-18 2015-16 2016-17 2017-18 Collegiate Alumnae 122 124 121 109 110 105 chapters chapters Number of Average collegiate chapter 16,437 17,530 11,872 chapter 9 11 11 size members Number Chapters of reaching alumnae quota within 90% 89% 91% 2,790 2,389 3,294* chapter the year* members Chapters *Includes virtual alumnae chapter achieving quota the 81% 80% 80% same term* Chapters at or above 75% 62% 74% total *Based on paid new member and collegiate national dues. SPRING THING LEGACY LINK In the spring, we hosted a virtual alumnae activity called the Spring Throughout the winter and spring, Thing. Alumnae chapter members we planned a legacy program that is could enter to win a trip for two to our designed to introduce legacies to Sigma national convention in Ponte Vedra Kappa at an early age and provide Beach by requesting an activity card another way for alumnae to connect and completing a few simple activities. with Sigma Kappa. Beginning in Fall The activity cards were designed to 2018, we will send a small annual gift to introduce participants to all of Sigma legacies to build interest and goodwill Kappa's many offerings and create with Sigma Kappa, and we will send the a fun, low-key way to engage with member information on speaking to Sigma Kappa. More than 500 members her legacy about Sigma Kappa and the participated in this virtual event. Sorority experience. Winner Sign Up Here Rachel Shaffer, Eta (center) www.sigmakappa.org/legacy-link/ 1A KAPPA SIGMA KAPPA SIGMA KAPPA Live with Heart Live with Hust SIGM SIGMA KAPPA KA NNECT EVENTS SIGMA KAPPA BOOK CLUB 016-2018, Sigma Kappa hosted eight In January, we launched our first ur signature Connect events in cities virtual group, the Sigma Kappa Book onwide. The glumnge team hosted Club, on Facebook. The group, which is nts in San Diego, Orange County, St. moderated by a different member each is, Detroit, and Raleigh; the national month, has over 2,300 members and ncil hosted additional Connect provides an opportunity for members nts in Jacksonville and Kansas City in to connect online through a shared junction with board meetings; and interest in reading. hosted the largest Connect event he year during National Volunteer Past Books of the Month elopment Weekend in Dallas. January: nect events, hosted by the national Eleanor Oliphant is Completely Fine by anization, provide an opportunity Gail Honeyman members to reconnect with Sigma February: pa and enjoy time with other The Alice Network by Kate Quinn nbers in the area with no strings March: ched and no agenda other than to Ordinary People by Judith Guest y an evening of sisterhood. April: Honk If You Hate Me by Deborah 3-2019 Events Halverson ton May: enix Homegoing by Yaa Gyasi land sville homa City EXTENSION For the 2017-2018 academic year, the growth of Sigma Kappa focused on two primary areas-establishing a new chapter at Austin Peay State University and preparing to reestablish our Alpha Omega Chapter at the University of Alabama. Our intentional growth strategy allowed our team to focus our energies on delivering a customized and individualized process for each campus. In fall 2017, we established our Lambda lota Chapter at Austin Peay State University, located in Clarksville, Tennessee. This outstanding campus welcomed Sigma Kappa with open arms and we could not have been more appreciative of their support. The Austin Peay campus community is incredibly values-focused and inclusion-driven, making it an ideal location for our newest Sigma Kappa chapter. Lambda lota received their charter at the Regional Leadership Conference in Cincinnati in spring 2018. When beginning the journey in spring 2017 to reestablish our Alpha Omega Chapter at the University of Alabama, we knew this would be the largest extension project in Sigma Kappa history. To support and guide this project, the extension team took our individualized campus approach and multiplied it in myriad ways. We started by putting in place Team Alabama, a 25-member team of volunteers and partnering staff members. We continued our deep and specific support by adding a full-time staff member who moved to Tuscaloosa to build relationships and gain a complete understanding of the community. Building alumnae support has also been a significant focus of our efforts with updated strategies. This year has been spent visiting, learning, building relationships, and preparing. Reestablishing Alpha Omega has pushed our organization to build more intentional pathways among the three entities: the Sorority, the Foundation and the National Housing Corporation. The challenges specific to an extension effort this size have provided a venue for us to evaluate every extension process. These new strategies and collaborative relationships will not only benefit every extension opportunity that follows, but provide the groundwork for transferrable tactics we can use to support our established chapters. AUSTIN PEAY ERS A Four collegiate support specialists and 15 leadership consultants comprised the 2017-2018 traveling staff program. Traveling staff members were assigned chapters on the chapter advancement program (CAP), which entails working with a specific chapter( (s) on an ongoing basis to provide additional support in all areas of collegiate management and recruitment. Ten new chapters, four specialized chapters, 11 focused chapters and four good-to-great chapters participated in CAP. Ninety-four percent of our collegiate chapters received at least one visit from a traveling staff member. Traveling staff made 279 chapter visits during the academic year. TRAVELING STAFF PROGRAMMING FUTURE INITIATIVES COLLEGIATE EDUCATION The Live with Heart Facilitator Team was The following is a list of new educational created to deploy a group of skilled alumnae programming workshops and officer members with expertise in engaging resources that were posted on Workshop facilitation and communication with college- Warehouse. These new resources have aged learners. These energetic and dynamic been created to meet existing needs women will be trained to facilitate workshops identified by our collegiate and alumnae for our collegiate chapters in an effort to chapters and volunteers. provide vibrant education and development opportunities for our members. Visits to Service and Philanthropy chapters will begin in spring 2019. Translating Sigma Kappa to Life After College Sigma Kappa is dedicated to the wellness of Personal Wellness our members. This summer we announced Academic Goal Setting a partnership with Talkspace to provide Dream Big personal, convenient and confidential online What's in Your Cup counseling to our collegiate members. Refining Your Personal Brand Sigma Kappa understands everyone needs Our Ritual and Your Religious Identity someone to talk to at times, but for on-the- Dear Stress, Let's Break Up go college students with various academic Embracing Our Similarities and and extracurricular responsibilities, it can Differences sometimes be hard to find time to get help. How can You Inherit the Earth? NATIONAL RESPEKT VOLUNTEER After the revamp of the RESPEKT program, many resources were provided to our members. Each topic DEVELOPMENT covered aims to educate, energize, and empower our WEEKEND members to engage in conversation and action. Topics In June 2017, Sigma included diversity and inclusion, hazing prevention and awareness, domestic violence, stress management, Kappa held its second sexual assault, and personal branding/online presence. National Volunteer This program will continue to enhance our members' Development Weekend knowledge of issues and engagement with their chapter, in Dallas. This weekend- campus and communities. long training provides the organization's national volunteers, advisory board supervisors REGIONAL LEADERSHIP (ABSs), and recruitment CONFERENCES supervisors (RSs) the In January 2018, Sigma Kappa Sorority hosted the opportunity to connect Regional Leadership Conferences (RLCs) for the fifth and learn together. time. Almost 1,750 collegians, advisors, volunteers Educational sessions and facilitators were in attendance. For 2018, a sixth were designed and location was added to allow for events that were keynote speakers were closer in size and created a more consistent learning selected to benefit experience for attendees. Annually, RLCs provide attendees both personal development and training for all 11 collegiate executive council officers, as well as the advisory board personally and in their supervisor and the social chairman. volunteer roles. This year, leadership development programming Keynote speakers focused on the connection between the values of Sigma focused on Kappa and each individual members' personal values, organizational updates, the importance of self-confidence as a chapter leader, the StrengthsFinder understanding the many facets of risk management assessment and and establishing a chapter culture that supports identifying personal building confidence and courage among members strengths, mental health and caring for one another. Attendees also explored awareness and resources, their personal strengths through the Strengths Finder and multi-generational assessment and spent time in track sessions focused on Nuts & Bolts training for their officer roles. communication. Teams were given time to New to the RLCs this year was an expanded Choose Your meet in both functional Own Learning portion. "Choose Your Own Learning" and district teams and has previously been a part of the RLC experience, but a Connect event was the number of options were doubled in 2018. Track hosted by the alumnae facilitators were also included in facilitating these new team. sessions. The Sorority's financial position was strong Revenues in total decreased as it was not for the fiscal year ending May 31, 2018 a convention year and the revenues from with a net gain of $554,267. Investment closed chapters were also recorded in the return totaled $158, 329 due to continued prior year. Membership fee related income favorable market conditions. The Sigma increased 5%. Expenses were $1 million less Kappa Foundation generously increased the than prior year mainly due to convention. grant awarded to the Sorority to $190,000 Unrestricted net assets continue to grow and to assist with the funding of the educational the Sorority has a strong cash position. The and leadership aspects of the leadership year was wrapped up with a clean opinion consultant program and the RLCs. from the audit firm. TOTAL INVESTMENTS FINANCE ROYALTY REVIEW NET JEWELRY SALES $300,000 $250,000 $200,000 $150,000 $100,000 2015-16 COLLINGER 2017.18 0019-17 2017.18 STATEMENTS REVENUES & EXPENSES REVENUES Revenues Other $55,077 1.05% Royalty Income Dues, Membership $3,058,718 58.54% $245,224 - 4.69% & Subscriptions Publications $194,115 3.72% Educational Grant $190,000 3.64% Investment Return, Net $158,329 3.03% Convention & RLC Merchandise Sales $788,814 - 15.10% $534,826 10.24% Dues, Membership & Subscriptions Convention & RLC $788,814 15.10% $3,058,718 - 58.54% Merchandise Sales Royalty Income $245,224 4.69% $534,826 - 10.24% Other $55,077 1.05% Total Revenues $5,225,103 100% Investment Return, Net $158,329 - 3.03% Publications Expenses $194,115 - 3.72% Education Grant $190,000 - 3.64% National Organization $297,811 6.38% Collegiate $1,009,364 21.61% Merchandise Purchases EXPENSES $306,424 6.56% National Organization $297,811 6.38% Extension $137,426 2.94% Alumnge $68,092 1.46% Merchandise Purchases $205,424 Programming $283,481 6.07% NPC 6.56% $45,948 National President 0.98% $76,705 1.64% Management & General $1,280,645 - 27.42% Membership $68,460 1.47% Collegiate $1,009,364 - 21.61% Finance $67,953 1.45% Communication $162,996 3.49% RLC Convention $40,967 0.88% $824,564 - 17.65% Extension RLC $824,564 17.65% $137,426 2.94% Alumnae NPC $45,948 0.98% $68,092 - 1.46% Management & General $1,280,645 27.42% Convention Programming $40,967 - 0.88% $283,481 - 6.07% Communication National President Total Expenses $4,670,836 100% $162,996 - 3.49% $76,705 - 1.64% Finance Membership $67,953 1.45% $68,460 - 1.47% Net Income $554,267 FOUNDATION In 2017-2018, more than 3,400 donors contributed $2,129,000 to the Foundation. Our loyal donors continue to make it possible for us to accomplish the important work of our organization. Thank you for partnering with us as we support our members, communities and the world around us. 11111111 matter SIGMA KAPPA Sigma College of Ch 2018 $7,000,000 $7,071,804 FOUNDATION NET ASSETS $6,000,000 2017 $5,916,368 $5,000,000 2013 2015 $4,000,000 $4,053,726 $4,061,998 2011 $3,000,000 $3,014,113 2007 2009 $2,495,849 $2,412,263 $475,500 AWARDED IN GRANTS AND SCHOLARSHIPS Sigma Kappa Foundation granted the Sorority $290,000 during 2017-2018. The grant for $190,000 provided support for the leadership consultant program and RLCs. This was in addition to the special $100,000 grant for enhancing the leadership consultant program which was approved earlier in the year. These funds will go towards mental health training and other enhancements to the program starting with the 2018-2019 academic year. The Foundation awarded $58,400 as grants to assist 15 members in need and granted $19,500 to fund 12 chapter philanthropic projects. The Foundation assisted 11 members with scholarships to attend leadership conferences totaling $6,800 and awarded $100,800 in academic scholarships to 71 members for the 2018-2019 school year. SHARED HEARTS. NEW HEIGHTS. A CAMPAIGN FOR SIGMA KAPPA As we strive toward the $5 million capital campaign goal, campaign priorities of Philanthropy and Scholarships have been fulfilled. We are now focusing on the biggest area of the campaign, Leadership. This fall, we will continue sharing the campaign message of securing Sigma Kappa's legacy and building an even better experience for the next generation of members at alumnae gatherings in Chicago and Kansas City. Visit sigmakappa.org/foundation/capital-campaign/to learn more. As we continue our campaign journey, it will take shared hearts and gifts of all sizes to reach new heights! SIGMA KAPPAS EXCEED $1 MILLION FOR THE WALK TO END ALZHEIMER'S Every year, Sigma Kappas across the country participate in the Walk to End Alzheimer's. As a platinum national team, Sigma Kappa commits to raising $500,000 each year for the Alzheimer's Association through the Walk. Sigma Kappa has surpassed $1 million in fundraising on a national level for two consecutive years. In addition to participating in the walk itself, many of our sisters serve on their local walk committees and volunteer to help execute the walk each year to provide additional service and support to their local Alzheimer's Association chapters. Refurnishing project at Epsilon Mu, University of Misseuri 2017-2018 KEY ACCOMPLISHMENTS NHC staff and volunteer team members Our updated Keys to Housing Excellence with expertise in architecture, interior provided benchmarks to guide local design, construction, and project house corporations in legal and budgeting and financing provided procedural best practices for managing technical assistance on new construction and operating sorority housing. Twenty- and major renovation projects that took nine house corporations received gold, place at several chapter houses including silver, or bronze awards of excellence for Upsilon Chapter, Oregon State University meeting and exceeding the benchmarks. and Beta Tau Chapter, University of We published 12 new TEAM Guides, which Florida. are manuals that provide information We presented the third bi-annual and procedural guidelines to local house National Housing Conference and corporations on topics such as board monthly educational programming to governance, property management, build the knowledge and skills of local human resources, and financial housing volunteers. management. K NHC Epsilon Epsilon - The University of Georgia HOMES 30 Through the Housing Operations, Management, and Members of the NHC team Employee Services Program (HOMES), paid staff including nine employees, members of the NHC provide all of the management seven members of the board of functions for the local chapter house. HOMES is a bold directors, and 14 coordinators new model that was developed by the NHC in 2015 in response to requests from local chapters and house corporations. It is designed to ensure consistent and professional management of sorority chapter housing. 36 The benefits of the program include professional Participating local house management of: corporations housing operations and property management annual budget preparation and fee establishment financial services: accounts receivable, accounts 65 payable, collections, payroll, financial reporting housing and furnishing improvement projects Participating chapters that are employee recruitment, selection, development, and in university housing or that do supervision not currently have housing and vendor relations are saving for that possibility The program was launched with great success, as there are currently 11 corporations in the HOMES program $7M with two more considering participation in 2018. Total current NHC loans to local house corporations LOANS AND INVESTMENT MANAGEMENT $8.9M The NHC provides financing and loan guarantees that make it possible for participating house corporations Projects financed by third and facilities committees to undertake projects that party financial sources and improve the safety and competitiveness of the chapter managed by the NHC houses. During the 2017-2018 fiscal year, the NHC board of directors granted more than $2 million in loans for property upgrades, maintenance projects, and $10.4M redesigning spaces. Income processed for housing It was the foresight of our founding leaders, who fees from collegiate members established the NHC with the Sigma Kappa endowment of participating corporations fund, that has allowed the NHC board of directors to and chapters oversee and grow the value of the fund. Today, the NHC holds more than $44 million in investments and property. The robust investment portfolio affords the NHC with the opportunity to provide financing for new $12.5M construction, major and minor renovation, design, Paid to vendors for housing- décor, furnishings, appliances, equipment, and project related expenses on behalf management. of participating corporations and chapters