SIGMA V KA PPA Annual Report 2019-2020 07 Sigma Kappa Dear Sisters, It is incredible to look back on the past year and reflect on how much change we've experienced as individuals, as a sorority, and as a society. In February 2020, none of us could have predicted how much we would have to pivot in the months ahead. If the past year has taught me anything, it is that our membership is more supportive, flexible and tenacious than I ever imagined. I am very proud of what we have been able to achieve and hopeful about the future. It is my pleasure to present the 2019- 2020 annual report, which highlights the many accomplishments of the national organization from June 2019 through May 2020. Observing the efforts of collegiate chapters, staff, volunteers, and members at-large to navigate ever-changing restrictions and create new ways of connecting and supporting each other has been incredibly heartening. More than 100 new resources and trainings have been created to help chapters transition to hybrid or completely virtual membership, and volunteers have stepped up in a big way to encourage our chapters and members through this time of uncertainty and change. As our idea of normal continues to shift and evolve, I know that Sigma Kappas will remain steadfast in their belief in the importance of our values and of creating spaces that affirm and uplift all women. Although this year has had its share of disappointments, including the cancellation of the in-person convention experience this summer, I am confident that when we do get to meet again, it will be even more exciting. We have SO much to look forward to on the horizon, including our 150th anniversary celebration just a few years away. Our new strategic plan will direct our work moving forward to ensure that Sigma Kappa stays relevant and strong in the years to come. Thank you for all you have done for our organization and our members over the past year, and for continuing to Live with Heart in all you do. Sincerely, ann O'Connell adams Ann O'Connell Adams, Theta, national president SIGMA KAPPA I Annual Report 2 DIVERSITY, EQUITY, INCLUSION & ACCESS As diversity and inclusion continue to have a greater focus for fraternity and sorority life, Sigma Kappa recognized a need to be a more inclusive and welcoming place for women SO a task force was created in 2018 to review our efforts in this area. From this task force and national council discussions arose "Open-Hearted: A Commitment to Diversity and Inclusion." This was the beginning of Sigma Kappa's effort to ensure our Sorority continues to meet the needs of today's women. In February 2019, national council appointed a diversity and inclusion workgroup that was tasked with reviewing educational tools and identifying opportunities for greater inclusion within the organization. This workgroup was instrumental in beginning Sigma Kappa diversity, equity, inclusion and access (DEIA) work. We wish to thank the workgroup members: Hawah Ahmad, Kappa Xi Morgan Bailee Boggess, Alpha Chi Jackie Bueno, Lambda Adrija Chakraborty, Zeta Zeta Jessica Deters, Zeta Pi Jessica Guccione, Delta Elisabeth Logan, Alpha Delta Mollie Monahan-Kreishman, Theta Upsilon Tracy Rogers-Tryba, Theta Meredith Koski, senior director of operational strategy, staff liaison SIGMA KAPPA Annual Report 3 The work group made several recommendations to national council. Many have already been implemented, and the rest have been incorporated into our next strategic plan: Mandatory DEIA chairwoman for all chapters Book club focus on race, equity, and personal development Affinity groups for Women of Color and LGBTQIA+ members Inclusive calendar in The SKoop Education on DEIA for staff, leadership and the entire membership Celebration of members from diverse identities on social media Posting open volunteer roles to the website to incorporate new voices We are also grateful to the members of the Ritual Inclusivity Task Force who have been working since June 2019 to review the Sigma Kappa ritual to identify non- inclusive language and information. Members of that task force were: Sara Chacon, Gamma Alpha Angela Guillory, Delta Mu Lisa Humenik, Gamma Mu Carol Beth Ivory, Beta Epsilon Ashton Kelly, Gamma Kappa Marlee Ribnick, Epsilon Mu Lea Sahgal, Lambda Julia Kozicki, Tau, staff liaison As we look to the 2020-2021 fiscal year, Sigma Kappa continues the commitment to DEIA efforts by including it as a goal in the Sorority strategic plan, examining ourselves, our policies and practices to determine whether we are contributing, actively or passively, to social injustice. Sigma Kappa is committed to providing a welcoming, safe and meaningful experience for all members. We want you to be proud of your association with Sigma Kappa and all that it stands for. We know that this work will enrich the membership experience for everyone and ensure that Sigma Kappa continues to thrive for generations to come. SIGMA KAPPA Annual Report 4 MEMBERSHIP 2019 - 2020 2018 - 2019 2017 - 2018 Alumnae Chapters 101 102 105 Average Chapter Size 17 17 17 Number of Alumnae 2,528* 3,656* 3,924* Chapter Members *Includes virtual alumnae chapter 2019 - 2020 2018 - 2019 2017 - 2018 Collegiate Chapters 122 121 121 Number of Collegiate 10,428 12,400 11,872 Chapter Members Chapters Achieving 82% 90% 80% Quota on Bid Day SIGMA KAPPA I Annual Report 5 MEMBERSHIP COLLEGIATE STANDARDS STATS STATS OF EXCELLENCE 177,579 5,310 67% total sorority membership undergraduates pledged to of chapters achieved as of May 31, 2020 Sigma Kappa in 2019-2020 minimum standards or above in 2019 3.27 4,964* overall 2019 GPA total women initiated into 40 (Due to COVID-19, chapters were not Sigma Kappa in 2019-2020 chapters recieved stars required to submit spring 2020 (*More than 1,200 new members were academic statistics.) held over due to the COVID-19 spring shutdown.) 93% Initiation rate SIGMA KAPPA VIRTUAL FACEBOOK CLUBS 0 Rappa club travel kappa club Kappa club book cooking Virtual Virtual Virtual Travel Club Book Club Cooking Club new club for 2019! CONNECT EVENTS AND VIRTUAL ROAD TRIPS At Connect events, we provide space for alumnae to come together, socialize and connect back to Sigma Kappa. The national organization hosts Connect events in select cities throughout the country, inviting all area alumnae to attend an evening with sisters. Cleveland, Philadelphia, Tampa (in-person Connect events) Virtual Road Trip - held every Friday in April and May for several locations across the country SIGMA KAPPA I Annual Report 6 1874 EXTENSION Embry-Riddle Aeronautical University, Daytona Beach, FL 6,000 students specializing in aviation and aerospace 75 percent male and 25 percent female student population Lambda Kappa Chapter installed on November 24, 2019 49 women, including two mothers, initiated The extension team researched several campuses that were open for extension throughout the year and participated in two virtual extension presentations in spring 2020. SIGMA KAPPA I Annual Report 7 SIGMA.KAPPA TRIANGLE COMMUNICATION Navigatins The LowDown change The LowDown, our quarterly e-newsletter to all members, continued this year, providing organizational updates and news about fraternity/ SIGMA KAPPA sorority, higher education and women's issues. TRIANGLE The LowDown averaged an open rate of 40.25%. A SIGMA KAPPA'S ALUMNAE DIRECTORY ourney 24,778 total respondents with a response rate of 19.83% Before we began the PCI initiative 79,000 members were lost. PCI helped us regain contact information for nearly 35,000 alumnae members. SIGMA APPA TRIANGLE SOCIAL MEDIA f Facebook page likes gained since June 2019 Women 1,072 and Twitter followers gained since June 2019 Worker 247 Linkedln followers gained since June 2019 in 1,599 SIGMA K APPA TRIANGLE Instagram followers gained since June 2019 4,814 The Secrets to their TOTAL NET AUDIENCE GROWTH Success 35 Under 35 2,948* Colby Award Winners Honor Initiates * This number measures the net number of members we've aquired across our social media platforms. SIGMA V KAPPA SIGMA KAPPA Annual Report 8 TRAVELING STAFF I Three collegiate support specialists and 15 leadership consultants comprised the 2019-2020 traveling staff program. I Four new chapters, four specialized chapters, 17 focused chapters and four good-to-great chapters participated in the chapter advancement program (CAP). I 93% of our collegiate chapters received at least one visit from a traveling staff member. I Traveling staff made 246 chapter visits during the academic year. I A portion of the leadership consultant program is funded by the Sigma Kappa Foundation. SIGMA KAPPA I Annual Report 9 PROGRAMMING LIVE WITH HEART FACILITATOR TEAM 11 chapters were visited in the 2019-2020 academic year. Supportive sisterhood and personal development topics were the most requested. Live with Heart For 2020-2021, Live with Heart Facilitators will be available for virtual Facilitator Team programs ranging from 30-60 minutes. CREATIVE TEAMS The alumnae involved in these creative teams committed to a short-term volunteer opportunity and give of their time, talents and dedication fully to develop and create educational resources related to specific topics. Nine creative teams created resources for preference round planning, retention, belonging, risk management, Founders' Day, COB resources, anxiety, young alumnae resource lists, and more. SIGMA KAPPA Annual Report 10 VIRTUAL OFFICER TRANSITIONS I FALL 2019 New content was developed specifically for each officer. One volunteer and one staff member facilitated online training. The training sessions were recorded and posted on the website for access throughout the year for incoming chapter officers. Officers were trained on nuts & bolts for their position and allowed for new officer to officer connection. Although these were not required, attendance was high and advisors provided feedback that officers were more prepared for their positions than in previous years. Since these were a huge success, we will continue with them this year in an enhanced format on the Learning Center. VOLUNTEER SUMMIT I SUMMER 2019 - DALLAS 237 national officers, advisory board supervisors and recruitment supervisors attended. Topics covered: Volunteer team meetings Current trends in higher education CliftonStrengths Diversity & Inclusion We are thankful for the support from the Sigma Kappa Foundation who funded a portion of the Volunteer Summit. SIGMA KAPPA I Annual Report 11 REGIONAL LEADERSHIP CONFERENCES Locations: Columbus, OH Chicago, IL 1,361 attendees Los Angeles, CA Dallas, TX Newark, NJ Raleigh, NC members per chapter attended 10 including non-officers and emerging leaders. Participants showed a increase in feeling more 30% Topics covered: connected to Sigma Kappa Sisters Authentic leadership with of attendees noting they felt Belonging 41% extremely or very connected Imposter syndrome to sisters outside of their CliftonStrengths chapter after the RLC Diversity & inclusion FUNDED IN PART BY: SIGMA KAPPA Foundation SIGMA KAPPA 12 FINANCE AS OF MAY 31, 2020: Investment accounts increased a total of $775K. Included in this increase is $350K of excess cash flow, $310K of set-aside funds to investments from cash and investment returns of $115K. The Sigma Kappa Foundation awarded grants to the Sorority in the amount of $47K to assist with the funding of RLCs, LC programs and other educational programming. NHC provided a $30K sponsorship to cover a portion of Talkspace. Overall revenues decreased from the prior year due to convention (held every other year) and the timing of spring initiations and badge orders being affected by COVID-19. Expenses decreased $1.2M from the prior year due to: Convention (held every other year) Decrease in travel expenses, Sigma Kappa Triangle expenses and other programming due to COVID-19, extension expenses in the prior year, Talkspace usage Offset by the expenses for the Volunteer Summit event held in Summer 2019 and the new Recruitment Introduction Form (RIF) platform Net loss for the year was $447K. Sorority ended the year with net assets without donor restrictions of $5M. SIGMA KAPPA I Annual Report 13 REVENUES & EXPENSES Revenues Revenues Dues, Membership $2,928,632 65.29% & Subscriptions Convention & RLC $614,428 13.70% Merchandise Sales $396,477 8.84% Royalty Income $204,021 4.55% Educational Grants $76,603 1.71% Publications $132,190 2.95% Closed Chapter Revenue $10,842 0.24% Dues Membership Publications Investment Return Net $115,170 & Subscriptions 2.57% Convention & RLC Closed Chapter Other $6,958 0.15% Revenue Investment Total Revenue $4,485,321 100% Merchandise Sales Return Net Royalty Income Other Educational Grants Expenses Collegiate $807,000 16.36% Expenses Convention $39,255 0.80% RLC $745,622 15.12% National $351,536 7.13% Organization Extension $69,278 1.40% Merchandise $256,018 5.19% Purchases Programming $383,147 7.77% Communication $207,434 4.20% Membership $124,669 2.53% Collegiate Communication Alumnge $54,630 1.11% Convention Membership National Council/ NPC Team $95,705 1.94% RLC Alumnae Finance $61,759 1.25% Management National National President $1,736,253 35.20% & General Organization $4,932,306 100% Extension Finance Total Expenses Merchandise Management Net Loss $446,985 Purchases & General Programming SIGMA KAPPA I Annual Report 14 ROYALTY REVIEW 2019 $265,745 $300,000 2020 2017 $204,021 $250,000 $304,171.00 I $200,000 2018 $245,224 NET MERCHANDISE SALES 2019 $300,000 2017 $239,522 $217,381 2020 $200,000 2018 $228,402 $140,459 $100,000 INVESTMENT BALANCES 2020 $4,599,169 $4,000,000 2017 $2,971,115 $3,000,000 2019 $3,824,527 $2,500,000 2018 $2,724,286 SIGMA KAPPA I Annual Report 15 FOUNDATION SUPPORTING OUR SISTERS "As a first-generation college student, $114, 430 my educational journey has been rewarding but not easy. Nonetheless, I have persisted and while I am graduating a bit late, this scholarship will help me get in academic scholarships was awarded to through my last semester of school. Thank you!" 83 members for the 2020-2021 school year - Madison Frederick, 2020-2021 recipient of the Maggie Morris and Bette Wallace Scholarship for First-Generation College Students "These These last few weeks have been some $57,284 of the most difficult times I've had to endure. Graduating college is stressful enough, but in emergency grants to assist having to finish school during a pandemic, losing my job, not being able to see my friends and sisters, and 28 members in need during getting a lot of job offer rejections hasn't helped. The 2019-2020, the majority Foundation grant will help keep me going until this of these awards occurring between craziness is over. I am extremely grateful for that." March & May - Collegiate Emergency Grant recipient, April 2020 SIGMA KAPPA Annual Report 16 SHARED HEARTS. NEW HEIGHTS. A CAMPAIGN FOR SIGMA KAPPA. The Foundation concluded its five-year capital SharedHearts campaign on December 31, 2019, raising $6.8 Million 36 percent more than the $5 million goal Click here to watch the video! WALK TO END ALZHEIMER'S PLATINUM NATIONAL TEAM Sigma Kappas raised a $1,422,094 alzheimer's association 00 for the Alzheimer's Association in 2019 Due to the pandemic and its economic impact, giving was down twenty-eight percent this fiscal year; yet the needs of our members have not diminished. We rely on your support, now more than ever, to support our sisters and the critical needs of Sigma Kappa. SIGMA KAPPA Annual Report 17 NATIONAL HOUSING CORPORATION 2019-20 KEY ACCOMPLISHMENTS The NHC began construction on a new house for Gamma Phi at North Carolina State University. The NHC continued to transform spaces in chapter houses that focus on members' mental and physical wellbeing. More than a dozen housing projects including redesigns, new construction, renovations, and furnishings updates were managed by a team of staff and volunteers with respective expertise. Presented 32 (out of 43 eligible) Keys to Housing Excellence awards to local housing corporations meeting and exceeding the benchmarks for excellence in housing operations. 34 Members of the Paid to vendors Total current NHC team including for housing- $13.9M NHC loans to 10 employees, 7 related expenses local house Revenue processed members of the on behalf of corporations for housing fees from board of directors, participating collegiate members and 17 coordinators corporations and chapters $13.1M of participating corporations and chapters Participating chapters that are in university housing or that do not currently have housing and are saving for that possibility 36 Participating local house corporations SIGMA KAPPA I Annual Report 18