12/21/21, 11:31 AM Annual Report 2021 I Sigma Kappa SIGMA KAPPA Live with Heart Home > Annual Report 2021 SIGMA V KAPPA Annual Report 2020 - 2021 Dear Sigma Kappas, I'm pleased to present the annual report for the 2020-2021 fiscal year. As we have continued to navigate the ongoing pandemic, this year was filled with many new challenges, but also with some progress toward a return to normal operations. During the entire fiscal year, our national council and national headquarters staff observed a travel moratorium and conducted all of our business through virtual meetings. At the same time, many of our college students eventually returned to campus and began to enjoy in-person meetings and events once again. In the last year, we learned how to successfully navigate a virtual existence while building relationships and remaining relevant on our campuses and in our communities. Chapters, staff and volunteers came together to recruit new members; conduct virtual Initiations and chapter meetings; and create contingency plans for the future. Alumnae and collegians found fun, creative ways to stay connected and encourage each other through difficult times. We also https://sigmakappa.org/annual-report-2021?_zs=c4uLU1&_zl=qih48 1/23 12/21/21, 11:31 AM Annual Report 2021 I Sigma Kappa took time to celebrate important milestones and accomplishm even when we could not be together in person. We gave 93 awc our chapters and members through a revamped awards process. We also held our first-ever virtual business meeting on Zoom in place of the 2020 national convention. The 2020-23 Strategic Plan, which informs our work moving forward, grew out of our desire to provide an inclusive, welcoming environment that delivers a meaningful experience while empowering our members. The three pillars of the plan are strategic leadership; diversity, equity, inclusion and access (DEIA); and modernizing the member experience. We have made important progress toward each of our strategic goals during the fiscal year, and our work continues apace. The end of the fiscal year coincided with the much-anticipated widespread availability of COVID-19 vaccines in the United States, and with that hope that we can continue to safely resume in-person activities. In the last few months, our leadership consultant team has begun traveling once again, the national council will have its first in- person meeting in almost two years, and we are eagerly planning the 2022 national convention in Denver, Colorado. As our excitement builds for the future, I hope you enjoy this look back at the 2020-2021 fiscal year, which is one none of us will soon forget. Thank you for all you do to care for and empower each other. We made it through the year because our members share a deep commitment to ensuring that Sigma Kappa remains a source of strength and support for our members as we continually adjust to our changing world. In Sigma Kappa, Ann O'Connell Adams, Theta National President Membership - Numbers - https://sigmakappa.org/annual-report-2021?_zs=c4uLU1&_zl=qih48 2/23 12/21/21, 11:31 AM Annual Report 2021 I Sigma Kappa 2020- 2019- 20 2021 2020 20 Alumnae Chapters 101 101 102 Average Chapter Size 15.6 17 17 Number of Alumnae Chapter 2,283* 2,528* 3,656* Members *Includes virtual alumnae chapters 2020- 2019- 2018- 2021 2020 2019 Collegiate Chapters 120 122 121 Number of Collegiate Chapter 10,254 10,428 12,400 Members Chapters Achieving Quota on Bid 95% 82% 90% Day Undergraduates Pledged Sigma 4,860 5,310 5,586 Kappa Total Initiated 4,429 4,964 5,177 Initiation Rate 91% 93% 94% - Engagement - https://sigmakappa.org/annual-report-2021?_zs=c4uLU1&_zl=qih48 3/23 SIGMA PPA € Housis Corporates GRL PWR GRL PWR GRL PWR Ngma kappa Virtual Tailgates - Alpha Epsilon, Alpha Gamma, Beta Epsilon, Beta Eta, Epsilon Chi, Kappa Eta, Xi 35 under 35 - welcomed 35 new honorees Dove Connection - a modern day pen-pal experience connected more than 700 members Heart Exchange - 238 members participated 12/21/21, 11:31 AM Annual Report 2021 I Sigma Kappa - Standards of Excellence- Standards of Excellence was paused in 2020 due to COVID-19 and collegiate chapters were encouraged to focus on sisterhood and our values. Collegiate chapters were able to apply for awards regardless of the pause on reporting and SOE. 82 awards were given out! Standards of Excellence was relaunched in 2021 allowing collegiate chapters to self-select standards of excellence criteria that fit their chapter needs and goals best. - Academics- Overall GPA for 2020: 3.35* *Chapters were not required to submit stats in 2020 due to pandemic DEIA https://sigmakappa.org/annual-report-2021?_zs=c4uLU1&_zl=qih48 5/23 12/21/21, 11:31 AM Annual Report 2021 I Sigma Kappa The boards and staff of the Sorority, Foundation and National H Corporation (NHC) remain committed to examining ourselves, our policies and practices to ensure we are not contributing, actively or passively, to social inequity. While we have made organizational progress, we know there is still much work to be done. A few of the Sorority DEIA accomplishments are the last year include: educating the board, staff and volunteers on topics related to DEIA; creating resources for collegiate chapters and members; reviewing the National Policy Handbook and making changes; working on recommendations to the Sigma Kappa Bylaws; ; eliminating the legacy policy to empower our collegiate chapters to make their own membership selections and creating a personnel committee to review applications, interview and make recommendations for national volunteers and ABSs to include new perspectives in our volunteer pool. Additional details can be found here. The history task force began to research our history with a goal of communicating their findings in the winter 2022 issue of the Sigma Kappa Triangle. The ritual inclusivity task force researched and made recommendations to national council to make our Ritual more inclusive. The task force has been transitioned to a work group to carry forward recommendations. Modifications to our Ritual will be introduced at convention 2022 in Denver. Recruitment team volunteers and staff worked with Ebony Rose, DEIA consultant, to create training for all collegiate chapter members around Bias Response and Recruitment conversations. All collegiate chapters have included this training as a part of their pre-recruitment. In August of 2020, we created a DEIA committee composed of members who helped us consider and understand the perspectives of our members who https://sigmakappa.org/annual-report-2021?_zs=c4uLU1&_zl=qih48 6/23 12/21/21, 11:31 AM Annual Report 2021 I Sigma Kappa identify as Black, Indigenous, and Members of Color; LGBTQIA+ Me Members with Disabilities. Thank you to those who served through 2021: Thank you to those who served through August 2021: Jessica Cunningham, Epsilon Tau, co-chair Theressa Rachetto, Mu, co-chair Kayla Bridgers, Theta Mu Emma Britez Ferrante, Kappa lota Paulina Burgoa, Theta Teri Centner, Theta Lambda Charlotte Hurst, Gamma Omega Jane Nellams, Alpha Phi Christina Parle, Delta Eta Lauren Redd Ertekin, Delta Nu Lindsey Schubert, Beta Omega Pooja Shetty, Kappa Omega Paulina Burgoa, Theta Carly Walters, Theta Upsilon Ann O'Connell Adams, Theta, national president Ann-Marie Fontaine, Phi, NHC representative Marisa Wilkes, Theta lota, Foundation representative Communication https://sigmakappa.org/annual-report-2021?_zs=c4uLU1&_zl=qih4 7/23 12/21/21, 11:31 AM Annual Report 2021 I Sigma Kappa - Publications - The LowDown, our quarterly e-newsletter to all members, continued this year, providing organizational updates and news about fraternity/sorority, higher education and women's issues The LowDown averaged an open rate of 40.25% Click here to read all four issues of this year's Sigma Kappa Triangle! SIGMAKAPPA TRIANGLE TRIANGLE SIGMA KAPPA TRIANGLE e TRIANGLE TOGETHER BETTER Volunteers WILD ABOUT OUR UNDER 35 Animals! SUPERHEROES IGMA KAPPA - Social Media - Instagram Followers gained: 4,533 Facebook Likes gained: 1,173 Linkedln Followers gained: 1,827 Twitter Followers Gained: 156 https://sigmakappa.org/annual-report-2021?_zs=c4uLU1&_zl=qih4 8/23 12/21/21, 11:31 AM Annual Report 2021 I Sigma Kappa Total Net Audience Growth: 1,959 Traveling Staff Three collegiate support specialists (CSSs) and four leadership consultants (LCs) comprised the 2020- 2021 traveling staff team. The collegiate services team staff operated under a district-based support model, with traveling staff split across four sub-teams each supporting various districts of the organization. In response to the COVID-19 pandemic, collegiate chapter support was conducted virtually. Virtual chapter support consisted of recurring chapter president touchpoint calls, virtual chapter visits and virtual roundtable conversations pertaining to specific subject areas. Three new chapters and six specialized chapters participated in the chapter advancement program (CAP). . 94% of our collegiate chapter presidents received at least one touchpoint call per term from a traveling staff member. 26% of our collegiate chapters received at least one virtual visit from a traveling staff member. Traveling staff made 42 virtual chapter visits during the academic year. A portion of the leadership consultant program is funded by the Sigma Kappa Foundation. https://sigmakappa.org/annual-report-2021?_zs=c4uLU1&_zl=qih48 9/23 Programming - Careerhouse - registered for the six-week career design course that gave members the fidence to identify a job that fits their skills and experience. This gram teaches members to investigate the right next opportunity, write sume that gets attention, stand out in an interview and negotiate a ry. are thankful for the support from the Sigma Kappa Foundation who ded Careerhouse. eerhouse is back beginning in January 2022. Learn more here. opa.org/annual-report-2021?_zs=c4uLU1& z=gih48 10/23 12/21/21, 11:31 AM Annual Report 2021 I Sigma Kappa - Live with Heart Facilitator Team - 33 chapters were virtually visited In spring 2021, we added six new facilitators to the team to specifically facilitate topics related to diversity, equity, inclusion and access (DEIA) Ahead of the 2021-2022 academic year, the Live With Heart Facilitator team participated in a half-day DEIA facilitation training Click here to learn more! M Live with Heart Facilitator Team - Creative Teams - The alumnae and collegians on creative teams committed to a short-term volunteer opportunity and gave of their time, talents and dedication to develop and create educational resources related to specific topics Seven creative teams created resources for various DEIA topics such as Bias + Privilege, Social Justice, and general education, key leadership lessons for collegiate officers and virtual Promise program activities. https://sigmakappa.org/annual-report-2021?_zs=c4uLU1&_zl=qih48 11/23 12/21/21, 11:31 AM Annual Report 2021 I Sigma Kappa - Virtual Officer Nuts and Bolts Sessions I Wint - Content was updated specifically for the "COVID-era" officer to provide guidance to collegiate officers as they navigated the pandemic Staff lead and offered two sessions for each executive council officer and chairwoman Staff led two sessions for each executive council officer and chair Training sessions were recorded and posted to The Learning Center (TLC) for those that could not attend live and for reference throughout the year 1,516 officers attended live Nuts and Bolts sessions - The Leadership Institute I Summer 2020- The Leadership Institute (TLI) is an application-based - four-day leadership development program designed for collegiate members https://sigmakappa.org/annual-report-2021?_zs=c4uLU1&_zl=qih48 12/23 12/21/21, 11:31 AM Annual Report 2021 I Sigma Kappa The curriculum focuses on three topics: CliftonStrengths, Emotic Intelligence and the Enneagram. Using a cohort model, TLI is designed build connection amongst attendees while they pursue their individual leadership journeys Using a cohort model, TLI is designed to build connection amongst attendees while they pursue their individual leadership journeys The in-person program is followed by participation in post-event webinars for six months including regular touchpoints with their assigned mentors All of the curriculum for TLI is designed and written with the goal to deepen the cohort's leadership skills and development. None of the content is specific to Sigma Kappa, rather focused on general leadership principles and practices, helping to set up the cohort for their future career aspirations and goals In 2021, 13 collegiate and recent alumnae members* participated in the inaugural TLI in addition to 13 alumnae who virtually participated as mentors TLI was fully funded by a grant from the Sigma Kappa Foundation, without the generous support of our donors, this experience would not have been possible * Due to the impacts of COVID-19, three of the attendees had just graduated, as they were previously selected for TLI before the event was moved to 2021. https://sigmakappa.org/annual-report-2021?_zs=c4uLU1&_zl=qih48 13/23 12/21/21, 11:31 AM Annual Report 2021 I Sigma Kappa - RLC 2021 & ELC 2022 - In 2021 we were unable to host in-person Regional Leadership Conferences (RLCs) due to the COVID-19 pandemic As a result, chapter officers were provided their training through virtual officer nuts and bolts sessions, and all collegiate chapters were paired with a chapter coach to conduct their annual goal setting. In 2021, chapter goals were created in conjunction with Standards of Excellence (SOE) selections While we were not able to host RLCs in 2021, we used this opportunity to reimagine the RLC into the ELC, the Emerging Leaders Conference (ELC). ELCs expands upon the shift in curriculum we made in 2020 to focus on general leadership development designed specifically for emerging leaders in the chapter rather than focusing on specific collegiate officer education. ELCs will debut in January 2022 with the new content and model Another modification for our in-person events was our facilitator identification process. For the 2022 ELCs, all individuals interested in serving as a facilitator were required to apply. A panel of volunteers https://sigmakappa.org/annual-report-2021?_zs=c4uLU1&_zl=qih48 14/23 12/21/21, 11:31 AM Annual Report 2021 I Sigma Kappa conducted a blind review of all applications and selections were based off of this review. This new process increased the accessibmy members and non-members to serve in facilitator roles, created greater transparency in our process and significantly expanded our facilitator pool - Virtual Volunteer Summit - For the first time, Sigma Kappa hosted our national officers virtually in June 2021. 164 volunteers participated in educational offering on topics such as governance and diversity, equity, inclusion and access (DEIA), as well as five additional breakout sessions using a robust virtual platform. Thank you to the Sigma Kappa Foundation and the National Bank of Indianapolis for their sponsorship of the event. Virtual Volunteer SUMMIT - Summer Educational Series - In addition to the Virtual Volunteer Summit, volunteers were also provided ongoing education throughout the summer. We released a suite of eLearning modules through The Learning Center for volunteers focusing on DEIA topics, CliftonStrengths and other development topics. We were able to collaborate with field experts and subject matter experts to develop the courses. These courses included https://sigmakappa.org/annual-report-2021?_zs=c4uLU1&_zl=qih48 15/23 12/21/21, 11:31 AM Annual Report 2021 | Sigma Kappa Building Inclusive Leadership, Accessing the Sorority Experience, Intelligence 101, and more! Finance Revenues Dues, Membership & Subscriptions $3,287,625 62.27% Publications $207,395 3.93% Educational Grants $79,600 1.51% Investment Return, Net $687,743 13.03% Merchandise Sales $477,317 9.04% Convention & Conference Registrations $201,018 3.81% Royalty Income $181,391 3.44% Revenue from Closed Chapters $142,605 2.70% Other $15,039 0.27% Total Revenue $5,279,733 https://sigmakappa.org/annual-report-2021?_zs=c4uLU1&_zl=qih48 16/23 12/21/21, 11:31 AM Annual Report 2021 I Sigma Kappa Dues, Memberships & Subscriptions Convention & Conference Registration Publications Royalty Income Educational Grants Closed Chapter Revenue Investment Return, Net Other Merchandise Sales Expenses National Organization $328,389 9.41% Collegiate $312,245 8.94% Merchandise Purchases $285,962 8.19% Extension $1,551 0.04% Alumnae $32,364 0.93% Programming $208,766 5.98% National President $216,158 6.19% https://sigmakappa.org/annual-report-2021?_zs=c4uLU1&_zl=qih48 17/23 12/21/21, 11:31 AM Annual Report 2021 I Sigma Kappa Membership $42,827 1.2 Finance $50,934 1.46% Communication & Sigma Kappa Triangle $228,266 6.54% Convention $29,668 0.85% ELC $7,306 0.21% Management & General $1,747,095 50.03% Total Expenses $3,491,531 Net Income $1,788,202 National Organization National President Collegiate Convention Merchandise Purchases Membership Extension ELC Alumnae Finance Communication & Sigma Kappa Triangle Management & General Programming https://sigmakappa.org/annual-report-2021?_zs=c4uLU1&_zl=qih48 18/23 12/21/21, 11:31 AM Annual Report 2021 I Sigma Kappa Investments 2021 $6,933,345 $7,000,000 $6,000,000 2020 $5,000,000 $4,599,169 $4,000,000 2019 $3,000,000 $3,824,527 Merchandise 2019 $239,552 $250,000 2021 $191,355 $200,000 2020 $140,459 $150,000 Royalties $300,000 2020 $250,000 2019 $204,021 2021 $265,745 $181,391 $200,000 $150,000 Investment account balances increased $2.3M due to $688K in positive investment return as well as $1.8M in additional dollars invested related to the Gamma Zeta Corporation board closed funds, Theta Rho closed chapter funds and excess operating cash The Sigma Kappa Foundation awarded grants to the Sorority in the amount of $78K to assist with funding for DEIA programming, CareerHouse and the Leadership Consultant program https://sigmakappa.org/annual-report-2021?_zs=c4uLU1&_zl=qih48 19/23 12/21/21, 11:31 AM Annual Report 2021 I Sigma Kappa Overall revenues increased from prior year due to investment ret revenue from the Theta Rho closed chapter, and due to the post of initiations and badge orders from spring 2020. These increases were offset by the decrease in RLC revenues since these events were not held Expenses decreased $1.4M from prior year due to reduced travel and RLC events not held due to COVID-19, as well as the expenses related to Volunteer Summit held in summer 2019. Prior year also included new chapter recruitment and extension costs. The Sigma Kappa Triangle was also digital in the current year as compared to physical mailings in the prior year. These decreases were offset by increased expenses for DEIA consulting and digital archive expenses Net income for the year of$1.8M The Sorority ended the year with net assets without donor restrictions of $6.4M. Foundation The 2020-21 Impact Statement is a celebration of our generous donors and the impact their contributions make in the lives of Sigma Kappa members. Thank you for your continued partnership! NHC - 2020-21 Key Accomplishments - https://sigmakappa.org/annual-report-2021?_zs=c4uLU1&_zl=qih48 20/23 12/21/21, 11:31 AM Annual Report 2021 I Sigma Kappa Created house safety plans, reopening guidelines, pandemic exp procedures and communications plans for returning to chapter houses amid a global pandemic Created emergency relief funding program for corporations and members Disbursed more than $1.2M in refunds when campuses closed due to COVID-19 In coordination with corporations and the US government, secured emergency relief funding to minimize the financial burden to chapter houses due to a loss of housing income Completed construction and opened new chapter house for the Gamma Phi Chapter at North Carolina State University Welcomed and transitioned new participating corporations into the NHC Presented 29 awards of excellence in housing operations, management and service (out of 46 eligible) - National Housing Corporation by the Numbers - 34 Members of the NHC team including 10 staff, 7 members of the board of directors and 17 coordinators $11.9M Paid to vendors for housing-related expenses on behalf of participating corporations and chapters $16.9M Total current NHC loans to local house corporations $12.2M Revenue processed for housing fees from collegiate members of participating corporations and chapters 12 Participating corporations with local corporation boards 23 Participating corporations in HOMES program 65 Participating chapters that are in university housing or that do not currently have housing and are saving for that possibility 1,167 beds in NHC owned/managed houses https://sigmakappa.org/annual-report-2021?_zs=c4uLU1&_zl=qih48 21/23 Annual Report 2021 I Sigma Kappa 12/21/21, 11:31 AM 5,316 members accessing NHC owned/managed houses 1418 nvOf ashin. 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