Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 06-01-2013 , 2013, and ending 05-31-2014
BCheck if applicable:
CName of organization
SIGMA KAPPA FOUNDATION
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
8733 FOUNDERS ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS, IN46268
D Employer identification number

35-1778450
E Telephone number

G Gross receipts $ 1,282,156
F Name and address of principal officer:
LISA SWIONTEK
8733 FOUNDERS ROAD
INDIANAPOLIS,IN46268
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.SIGMAKAPPAFOUNDATION.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1989
M State of legal domicile: IN
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO CREATE AND FUND LEADERSHIP, SCHOLARSHIP AND PHILANTHROPIC INITIATIVES THAT REFLECT THE VALUES AND SPIRIT OF SIGMA KAPPA SORORITY
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 13
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 13
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 4
6 Total number of volunteers (estimate if necessary) ............. 6 200
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 27,274
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 24,293
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,204,280 1,114,069
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 75,805 89,952
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 48,602 40,771
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 1,328,687 1,244,792
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 214,594 1,202,717
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 242,200 267,955
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet239,429    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 389,789 369,568
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 846,583 1,840,240
19 Revenue less expenses. Subtract line 18 from line 12....... 482,104 -595,448
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 4,380,353 5,129,522
21 Total liabilities (Part X, line 26)............. 326,627 1,315,583
22 Net assets or fund balances. Subtract line 21 from line 20..... 4,053,726 3,813,939
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: TO LEAD, EDUCATE, AND INSPIRE SIGMA KAPPA MEMBERS AND SOCIETY THROUGH EDUCATIONAL PROGRAMMING AND PHILANTHROPIC ENDEAVORS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 174,748 including grants of $ 138,067 ) (Revenue $   )
EDUCATIONAL AND LEADERSHIP PROGRAMMING 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. GRANTS ARE MADE PURSUANT TO APPROPRIATE GRANT DOCUMENTATION. NO GRANTS OR ALLOCATIONS ARE/OR INCLUDE FOREIGN GRANTS. SINCE 1991, $875,000 HAS BEEN GRANTED TO SIGMA KAPPA SORORITY.SIGMA KAPPA EDUCATIONAL GRANTSTHE GRANT FOR THE LEADERSHIP CONSULTANT 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 CONSULTANT SHOULD BE AVAILABLE TO ADVISE ANY CHAPTER MEMBER SEEKING INDIVIDUALIZED COUNSELING REGARDING EDUCATIONAL OPPORTUNITIES AND PROBLEMS.A GRANT WAS MADE TO SUPPORT THE EDUCATIONAL PORTION OF THE DIRECTOR OF EDUCATIONAL PROGRAMS POSITION FOR SIGMA KAPPA SORORITY. THIS POSITION COORDINATES THE EDUCATIONAL PROGRAMMING AND WORKSHOPS THAT PROVIDE LEADERSHIP, PERSONAL AND PROFESSIONAL DEVELOPMENT FOR WOMEN. A FINAL GRANT WAS GIVEN TO THE SORORITY TO CONDUCT EDUCATIONAL AND LEADERSHIP ACTIVITIES AT THE SORORITY'S REGIONAL LEADERSHIP CONFERENCES. ACTIVITIES INCLUDE THE CONDUCT OF WORKSHOPS AND SEMINARS IN THE AREAS OF LEADERSHIP AND CHARACTER DEVELOPMENT.ADDITIONAL GRANTS TO SIGMA KAPPA CHAPTERS AND MEMBERSADDITIONAL EDUCATIONAL AND LEADERSHIP GRANTS WERE MADE TO THETA CHAPTER FOR EDUCATIONAL PROGRAMMING; GAMMA KAPPA, KAPPA ETA, KAPPA ZETA, THETA PHI AND ZETA PHI CHAPTERS TO IMPLEMENT PHILANTHROPIC AND SERVICE PROGRAMS IN THEIR LOCAL COMMUNITIES; 11 GRANTS TO INDIVIDUALS TO ATTEND THE UNDERGRADUATE INTERFRATERNITY INSTITUTE, A NATIONAL VALUES-BASED LEADERSHIP PROGRAM. ONE GRANT WAS MADE TO AN ALUMNAE MEMBER FOR EMERGENCY FINANCIAL ASSISTANCE.
4b (Code:   ) (Expenses $ 1,017,980 including grants of $ 1,000,000 ) (Revenue $   )
ALZHEIMER'S RESEARCHSIGMA KAPPA HAS BEEN DEVOTED TO THE STUDY OF AGING AND THE NEEDS OF THE ELDERLY FOR MORE THAN 50 YEARS. SINCE ITS INCEPTION, THE SIGMA KAPPA FOUNDATION HAS AWARDED NEARLY $2.5 MILLION IN GRANTS AND FUNDING FOR ALZHEIMER'S DISEASE PREVENTION, RESEARCH AND TREATMENT EFFORTS WHILE CONTINUING TO EDUCATE THE PUBLIC ABOUT THIS DEBILITATING DISEASE THROUGH WORK WITH SENIOR CITIZENS AND CARE FOR THE ELDERLY.A PLEDGE WAS MADE IN THE AMOUNT OF $1,000,000 FOR A WOMEN'S RESEARCH INITIATIVE (WITH $100,000 OF THAT PLEDGE BEING PAID IN FYE 14).GRANTS ARE MADE PURSUANT TO APPROPRIATE GRANT DOCUMENTATION. NO GRANTS OR ALLOCATIONS ARE/OR INCLUDE FOREIGN GRANTS.
4c (Code:   ) (Expenses $ 64,650 including grants of $ 64,650 ) (Revenue $   )
SEE SCHEDULE O
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet1,257,378
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J.......................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
9
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
4
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
13
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
13
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
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
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletANN WILLIS8733 FOUNDERS ROADINDIANAPOLISIN46268 (317) 872-3275
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) CAROLYN TIEGER........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(2) MARY BELDING........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(3) CHERI DEJONG........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(4) DAWN O'CONNELL........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(5) JUDY ROSTAD........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(6) BECKY VINZANT........................................................................
PRESIDENT
 5.00
.......................   		X   X       0 0 0
(7) AMY DENSON........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(8) SUSAN HARRINGTON........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(9) KRISTEN KIRST........................................................................
SECRETARY
 5.00
.......................   		X   X       0 0 0
(10) KATHLEEN SZABO........................................................................
TREASURER
 5.00
.......................   		X   X       0 0 0
(11) ANDI SLIGH........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(12) SUZY BOOKER........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(13) ANN O'CONNELL........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(14) LISA SWIONTEK........................................................................
EXECUTIVE DIRECTOR
 40.00
.......................   		    X       75,521 0 13,021






Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 75,521 0 13,021
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		1,114,069
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 1,114,069
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet  
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 89,952     89,952
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents 78,135  
b Less: rental expenses 37,364  
c Rental income or (loss) 40,771  
d Net rental income or (loss).......MediumBullet 40,771 13,497 27,274  
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss)..........MediumBullet        
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 1,244,792 13,497 27,274 89,952
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 1,132,067 1,132,067
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 70,650 70,650
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 92,215 18,443 36,886 36,886
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 117,023 9,155 27,487 80,381
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits ....... 42,598 1,309 19,032 22,257
10 Payroll taxes ........... 16,119 1,957 5,704 8,458
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 17,029   17,029  
c Accounting ........... 52,859   52,859  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........        
12 Advertising and promotion ....        
13 Office expenses ....... 57,664 11,915 22,549 23,200
14 Information technology ...... 12,156 1,443 9,854 859
15 Royalties ..        
16 Occupancy ........... 14,077   14,077  
17 Travel ............ 16,292 4,732   11,560
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 13,070   13,070  
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 8,987   8,987  
23 Insurance .............. 5,333   5,333  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a TAXES 3,737   3,737  
b FEASABILITY STUDY 55,579   55,579  
c FUNDRAISING EXPENSES 55,489     55,489
d STRATEGIC PLAN IMPLEMEN 22,942   22,942  
e All other expenses 34,354 5,707 28,308 339
25 Total functional expenses. Add lines 1 through 24e 1,840,240 1,257,378 343,433 239,429
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing .............   1  
2 Savings and temporary cash investments ......... 383,276 2 326,941
3 Pledges and grants receivable, net ........... 213,513 3 192,740
4 Accounts receivable, net .............   4  
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use .............. 12,056 8 13,746
9 Prepaid expenses and deferred charges .......... 13,931 9 14,054
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,134,837
b Less: accumulated depreciation ..... 10b 682,535 465,677 10c 452,302
11 Investments—publicly traded securities .......... 3,285,695 11 4,123,611
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 6,205 15 6,128
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 4,380,353 16 5,129,522
Liabilities 17 Accounts payable and accrued expenses ......... 117,087 17 145,397
18 Grants payable .................   18 972,743
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 199,540 23 187,443
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 10,000 25 10,000
26 Total liabilities. Add lines 17 through 25......... 326,627 26 1,315,583
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 1,455,691 27 1,344,335
28 Temporarily restricted net assets ........... 1,395,881 28 1,078,238
29 Permanently restricted net assets ........... 1,202,154 29 1,391,366
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 4,053,726 33 3,813,939
34 Total liabilities and net assets/fund balances ........ 4,380,353 34 5,129,522
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,244,792
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,840,240
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-595,448
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
4,053,726
5
Net unrealized gains (losses) on investments ...............
5
355,661
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
3,813,939
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
SIGMA KAPPA FOUNDATION
 
Employer identification number

35-1778450
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 720,452 638,425 918,456 1,204,280 1,114,069 4,595,682
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 720,452 638,425 918,456 1,204,280 1,114,069 4,595,682
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 250,722
6 Public support. Subtract line 5 from line 4. 4,344,960
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 720,452 638,425 918,456 1,204,280 1,114,069 4,595,682
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 55,269 60,832 67,329 75,805 89,952 349,187
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 23,864 368 25,211 19,494 27,274 96,211
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 4,349 7,221 7,814 25,253 13,497 58,134
11 Total support (Add lines 7 through 10). 5,099,214
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
85.210 %
15
15
85.030 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
SIGMA KAPPA FOUNDATION
 
Employer identification number

35-1778450
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
SIGMA KAPPA FOUNDATION
  		Employer identification number

35-1778450
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
SIGMA KAPPA FOUNDATION
  		Employer identification number

35-1778450
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
SIGMA KAPPA FOUNDATION
  		Employer identification number

35-1778450
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
SIGMA KAPPA FOUNDATION
 
Employer identification number

35-1778450
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 1,399,224 1,182,896 1,147,804 945,099 810,268
b Contributions ........ 192,683 91,136 133,346 61,880 44,563
c Net investment earnings, gains, and losses 181,782 201,015 -15,057 173,505 101,268
d Grants or scholarships ..... 99,185 75,823 73,377 32,680 11,000
e Other expenditures for facilities
and programs ........ 		    9,820    
f Administrative expenses ....          
g End of year balance ...... 1,674,504 1,399,224 1,182,896 1,147,804 945,099
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet0 %
b
Permanent endowment SchDMd Bullet83.100 %
c
Temporarily restricted endowment SchDMd Bullet16.900 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   150,000 150,000
b Buildings ................   751,232 462,811 288,421
c Leasehold improvements ............        
d Equipment ................   233,605 219,724 13,881
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 452,302
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
SECURITY DEPOSITS 10,000








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 10,000
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 1,620,322
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 355,661
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 37,364
e Add lines 2a through 2d ..................... 2e 393,025
3 Subtract line 2e from line 1..................... 3 1,227,297
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 17,495
c Add lines 4a and 4b....................... 4c 17,495
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 1,244,792
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 1,860,109
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 37,364
e Add lines 2a through 2d...................... 2e 37,364
3 Subtract line 2e from line 1..................... 3 1,822,745
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b 17,495
c Add lines 4a and 4b....................... 4c 17,495
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 1,840,240
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: TO PROVIDE EDUCATIONAL PROGRAMMING AND SCHOLARSHIPS.
PART X, LINE 2: FEDERAL INCOME TAX STATUS: THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE EXEMPTION IS ON ALL INCOME EXCEPT UNRELATED BUSINESS INCOME AS NOTED UNDER SECTION 511 OF THE INTERNAL REVENUE CODE. INTERNAL REVENUE CODE SECTION 513(A) DEFINES AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION AS ANY TRADE OR BUSINESS WHICH IS NOT SUBSTANTIALLY RELATED TO THE EXERCISE OR PERFORMANCE OF ITS EXEMPT PURPOSE. THE NET RENTAL INCOME FROM DEBT FINANCED PROPERTY IS CONSIDERED UNRELATED BUSINESS INCOME. 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, 2014 AND 2013, 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, 2013 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).
PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 37,364.
PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON VALUATION OF CONTRIBUTIONS RECEIVABLE 17,495.
PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 37,364.
PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON VALUATION OF CONTRIBUTIONS RECEIVABLE 17,495.
Schedule D (Form 990) 2013

Additional Data


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Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
SIGMA KAPPA FOUNDATION
 
Employer identification number
35-1778450
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE
CHICAGO,IL60601 		13-3039601 501(C)(3) 1,000,000       RESEARCH GRANT
(2) SIGMA KAPPA SORORITY
8733 FOUNDERS ROAD
INDIANAPOLIS,IN46268 		01-0158948 501(C)(7) 132,000       GRANTS FOR EDUCATIONAL, LEADERSHIP AND SERVICE PROGRAMS OF SIGMA KAPPA




















2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
3
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
4
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) SCHOLARSHIPS 62 64,650      
(2) SISTER TO SISTER GRANTS 1 6,000      










Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
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. RESEARCH GRANTS: THE ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION (ADRDA), A 501(C)(3) ORGANIZATION, PRESENTS SCIENTIFIC RESEARCH PROPOSALS FOR SPONSORSHIP BY THE SIGMA KAPPA FOUNDATION. THE BOARD OF TRUSTEES REVIEWS THE PROPOSALS AND VOTES TO SELECT WHICH RESEARCH PROJECT(S) TO FUND. THE ADRDA PROVIDES THE SIGMA KAPPA FOUNDATION WITH WRITTEN PROGRESS REPORTS ON THE RESEARCH INVESTIGATION ON AN ANNUAL BASIS. GERONTOLOGY SERVICE AWARD: WRITTEN REPORTS FILED BY ALUMNAE CHAPTERS ARE REVIEWED AND EVALUATED AGAINST AWARD CRITERIA. THE CHAPTER RECEIVING THE AWARD IS PRESENTED WITH THE OPPORTUNITY TO RECOMMEND A $500 CONTRIBUTION ($25 FOR HONORABLE MENTION) TO A 501(C)(3) FACILITY OR ORGANIZATION PROVIDING CARE, SERVICE, OR FUNDING TO ALZHEIMER'S OR GERONTOLOGY CLIENTS. WRITTEN DOCUMENTATION OF THE ORGANIZATION'S 501(C) STATUS IS REQUIRED PRIOR TO MAKING A CONTRIBUTION. 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.
Schedule I (Form 990) 2013


Additional Data


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SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
SIGMA KAPPA FOUNDATION
 
Employer identification number

35-1778450
Return Reference Explanation
FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS SCHOLARSHIPS MORE THAN 60 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. SINCE 1989, THE FOUNDATION HAS AWARDED OVER $720,000 IN SCHOLARSHIPS TO SIGMA KAPPA ALUMNAE AND COLLEGIATE MEMBERS. GENERAL SCHOLARSHIP FUND THIS FUND PROVIDES ALUMNAE CONTINUING EDUCATION AND FOUNDERS SCHOLARSHIPS FOR MEMBERS OF SIGMA KAPPA INITIATED AT ANY CHAPTER ACCORDING TO THE FOLLOWING CRITERIA: -ALUMNAE CONTINUING EDUCATION SCHOLARSHIPS: AVAILABLE TO ALUMNAE POSSESSING AN UNDERGRADUATE DEGREE FROM A FOUR YEAR INSTITUTION THAT HAVE BEEN ACCEPTED/ENROLLED IN AN ADVANCED DEGREE PROGRAM WITH A MINIMUM CUMULATIVE GPA OF 3.00. -FOUNDERS' SCHOLARSHIPS: APPLICANTS SHOULD BE ACTIVE, INITIATED, CONTINUING MEMBERS IN GOOD STANDING WITH A MINIMUM CUMULATIVE GPA OF 3.00 WHO HAVE DEMONSTRATED A LEADERSHIP ROLE ON CAMPUS (CHAPTER OFFICER, STUDENT GOVERNMENT, PANHELLENIC OFFICER, ETC.) PREFERENCE WILL BE GIVEN TO SOPHOMORES AND JUNIORS WITH AT LEAST ONE YEAR'S STUDY REMAINING. ALICE HERSEY WICK SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE MEMBERS OF SIGMA KAPPA WHO ARE IN GOOD STANDING, HAVE A MINIMUM GPA OF 3.00 ON A 4.00 SCALE AND HAVE DEMONSTRATED LEADERSHIP AND SERVICE TO THEIR CHAPTER, CAMPUS AND COMMUNITY. ANDREA WILL MEMORIAL SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE MEMBERS OF THE GAMMA MU CHAPTER OF SIGMA KAPPA WHO ARE IN GOOD STANDING, HAVE A MINIMUM GPA OF 3.00 ON A 4.00 SCALE AND HAVE DEMONSTRATED LEADERSHIP QUALITIES AND INVOLVEMENT IN CO-CURRICULAR ACTIVITIES. ASHLEY HENDERSON HUFF MEMORIAL SCHOLARSHIP FOR COURAGE AND PATRIOTISM THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE MEMBERS OF SIGMA KAPPA WHO ARE IN GOOD STANDING, HAVE A MINIMUM GRADE POINT AVERAGE OF 3.00 ON A 4.00 SCALE; HAVE A CONNECTION TO THE MILITARY, INCLUDING BUT NOT LIMITED TO ARMY, NAVY, AIR FORCE, MARINES AND NATIONAL GUARD (CONNECTION MAY BE IN THE FORM OF DIRECT SERVICE OR SERVICE BY A PARENT, SPOUSE OR SIBLING) OR HAVE BEEN DIRECTLY AFFECTED BY AN INTERNATIONAL OR FOREIGN TERRORIST ATTACK ON OUR HOMELAND (FOR EXAMPLE, VICTIMS OF 9/11); AND HAVE DEMONSTRATED OUTSTANDING LEADERSHIP AND SERVICE TO THE CHAPTER, PANHELLENIC AND THE UNIVERSITY.
FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS CONT'D BARBER-OWEN-THOMAS SCHOLARSHIP THE FUND'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE JUNIOR OR SENIOR MEMBERS OF THE BETA SIGMA CHAPTER OF SIGMA KAPPA WHO ARE IN GOOD STANDING, HAVE A MINIMUM GPA OF 2.5 ON A 4.00 SCALE, RESIDE IN THE CHAPTER HOUSE AND ARE IN NEED OF FINANCIAL ASSISTANCE. BETA NU/CARYL CORDIS D'HONDT SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE MEMBERS OF THE BETA NU CHAPTER OF SIGMA KAPPA WHO ARE IN GOOD STANDING, INVOLVED IN CHAPTER AND CAMPUS ACTIVITIES AND ARE IN NEED OF FINANCIAL ASSISTANCE. BETA OMEGA SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE JUNIOR OR SENIOR MEMBERS OF THE BETA OMEGA CHAPTER OF SIGMA KAPPA WHO ARE IN GOOD STANDING, HAVE A MINIMUM GPA OF 3.00 ON A 4.00 SCALE AND ARE IN NEED OF FINANCIAL ASSISTANCE. BETA SIGMA SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE SOPHOMORE, JUNIOR OR SENIOR MEMBERS OF THE BETA SIGMA CHAPTER OF SIGMA KAPPA WHO ARE IN GOOD STANDING, HAVE A MINIMUM GPA OF 2.5 ON A 4.00 SCALE, RESIDE IN THE CHAPTER HOUSE, HAVE DEMONSTRATED LEADERSHIP IN THEIR CHAPTER AND ON CAMPUS AND ARE IN NEED OF FINANCIAL ASSISTANCE. CHAT GROUP SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE MEMBERS OF SIGMA KAPPA WHO ARE IN GOOD STANDING AND HAVE A MINIMUM GPA OF 2.0 ON A 4.00 SCALE. CHRISTINE KERR CAWTHORNE SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE JUNIOR MEMBERS OF THE ALPHA CHI CHAPTER OF SIGMA KAPPA WHO ARE IN GOOD STANDING, HAVE A MINIMUM GPA OF 3.00 ON A 4.00 SCALE AND HAVE DEMONSTRATED LEADERSHIP AND SERVICE TO THEIR CHAPTER, CAMPUS AND COMMUNITY. CHRISTY BURGESS BRAMBLETT SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE MEMBERS OF THE THETA XI CHAPTER OF SIGMA KAPPA WHO ARE INVOLVED IN CAMPUS ACTIVITIES AND SERVED AS AN ELECTED OFFICER IN THEIR CHAPTER. DELTA CHI ALUMNAE MEMORIAL SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE JUNIOR OR SENIOR MEMBERS OF THE DELTA CHI CHAPTER OF SIGMA KAPPA WHO ARE IN GOOD STANDING, ENROLLED FULL-TIME, HAVE A MINIMUM GPA OF 3.25 ON A 4.00 SCALE AND HAVE DEMONSTRATED LEADERSHIP AND SERVICE TO THEIR CHAPTER, CAMPUS AND COMMUNITY.
FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS CONT'D DELTA UPSILON SCHOLARSHIP NOT FULLY ENDOWED FUNDS ARE BEING COLLECTED TO ENDOW A SCHOLARSHIP TO BENEFIT MEMBERS OF THE DELTA UPSILON CHAPTER OF SIGMA KAPPA SORORITY AT MISSOURI STATE UNIVERSITY. ELIN J. STENE/XI SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE JUNIOR OR SENIOR MEMBERS OF THE XI CHAPTER OF SIGMA KAPPA WHO ARE IN GOOD STANDING, HAVE A MINIMUM GPA OF 3.00 ON A 4.00 SCALE AND ARE IN NEED OF FINANCIAL ASSISTANCE. ELISE REED JENKINS MEMORIAL SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE MEMBERS OF THE ALPHA DELTA, GAMMA LAMBDA AND GAMMA PSI CHAPTERS OF SIGMA KAPPA WHO ARE IN GOOD STANDING, HAVE A MINIMUM GPA OF 3.00 ON A 4.00 SCALE AND HAVE BEEN LOYAL MEMBERS OF SIGMA KAPPA FOR AT LEAST TWO YEARS. ELIZABETH LANDYMORE SMITH SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE BIENNIAL SCHOLARSHIPS IN PERPETUITY TO SIGMA KAPPA ALUMNAE MEMBERS WHO ARE IN GOOD STANDING WITH A SIGMA KAPPA ALUMNAE CHAPTER, HAVE A MINIMUM CUMULATIVE GPA OF 3.00 ON A 4.00 SCALE, EXEMPLIFY THE HIGH IDEALS AND STANDARDS OF SIGMA KAPPA SORORITY, AND ARE STUDYING HEALTH SCIENCES OR ANY FIELD OF MEDICINE. EPSILON EPSILON SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE JUNIOR OR SENIOR MEMBERS OF THE EPSILON EPSILON CHAPTER OF SIGMA KAPPA WHO HAVE A MINIMUM GPA OF 3.00 ON A 4.00 SCALE, DEMONSTRATED LEADERSHIP AS A CHAPTER OFFICER WITH SPECIAL CONSIDERATION FOR THOSE IN NEED OF FINANCIAL ASSISTANCE. EPSILON MU SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE JUNIOR OR SENIOR MEMBERS OF THE EPSILON MU CHAPTER AT UNIVERSITY OF MISSOURI OR AN UNDERGRADUATE MEMBER OF A SIGMA KAPPA COLLEGIATE CHAPTER LOCATED IN MISSOURI IN GOOD STANDING, WHO HAVE A MINIMUM CUMULATIVE GPA OF 2.80 ON A 4.00 SCALE WITH SPECIAL CONSIDERATION FOR THOSE WHO HAVE DEMONSTRATED SERVICE TO AND LEADERSHIP WITHIN THE CHAPTER. EPSILON TAU SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE MEMBERS OF THE EPSILON TAU CHAPTER OF SIGMA KAPPA WHO ARE IN GOOD STANDING, HAVE DEMONSTRATED INVOLVEMENT IN THEIR CHAPTER, CAMPUS AND COMMUNITY, AND ARE IN NEED OF FINANCIAL ASSISTANCE. EUROPEAN ALUMNAE CHAPTER SISTERHOOD WITHOUT BORDERS SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE OR GRADUATE MEMBERS OF SIGMA KAPPA IN GOOD STANDING WHO ARE CURRENTLY OR HAVE PREVIOUSLY STUDIED ABROAD, OR WHOSE STUDIES HAVE AN INTERNATIONAL FOCUS.
FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS CONT'D EVELYN S. NISH SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE JUNIOR OR SENIOR MEMBERS OF THE THETA CHAPTER OF SIGMA KAPPA WHO HAVE A MINIMUM GPA OF 3.00 ON A 4.00 SCALE. FRANCIS WARREN BAKER MEMORIAL SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE MEMBERS OF SIGMA KAPPA WHO ARE IN GOOD STANDING, HAVE A MINIMUM GPA OF 3.00 ON A 4.00 SCALE, ARE MAJORING IN JOURNALISM OR COMMUNICATIONS (PRINT MEDIA) AND HAVE DEMONSTRATED LEADERSHIP WITHIN THEIR CHAPTER, CAMPUS AND COMMUNITY. GAMMA ALPHA SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE SOPHOMORE, JUNIOR OR SENIOR MEMBERS OF THE GAMMA ALPHA CHAPTER OF SIGMA KAPPA WHO ARE IN GOOD STANDING, HAVE A MINIMUM GPA OF 3.00 ON A 4.00 SCALE, HAVE RESIDED IN THE CHAPTER HOUSE, ARE INVOLVED IN CAMPUS ACTIVITIES, AND HAVE DEMONSTRATED LEADERSHIP AND SERVICE TO THEIR CHAPTER, CAMPUS AND COMMUNITY. GAMMA IOTA SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE MEMBERS OF THE GAMMA TAU, ZETA KAPPA, ZETA NU AND KAPPA ETA CHAPTERS OF SIGMA KAPPA WHO HAVE A MINIMUM GPA OF 3.00 ON A 4.00 SCALE, ARE INVOLVED IN CAMPUS AND COMMUNITY ACTIVITIES, HAVE DEMONSTRATED LEADERSHIP AS A CHAPTER OFFICER AND ARE IN NEED OF FINANCIAL ASSISTANCE. GAMMA LAMBDA SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE MEMBERS OF THE GAMMA LAMBDA CHAPTER OF SIGMA KAPPA WHO ARE IN GOOD STANDING. GERONTOLOGY SCHOLARSHIP THE ALZHEIMER'S/GERONTOLOGY FUND AWARDS SCHOLARSHIPS AVAILABLE TO JUNIOR, SENIOR OR GRADUATE SIGMA KAPPA MEMBERS IN GOOD STANDING AND MAJORING IN GERONTOLOGY (THE STUDY OF AGING) OR A RELATED FIELD WITH AT LEAST ONE YEARS STUDY REMAINING AND A MINIMUM CUMULATIVE GPA OF 3.00. HEIDI HARTWIG DENLER MEMORIAL SCHOLARSHIP NOT YET ENDOWED FUNDS ARE BEING COLLECTED TO ENDOW A SCHOLARSHIP IN HONOR OF HEIDI HARTWIG DENLER, DELTA LAMBDA, THAT WILL BE AWARDED TO UNDERGRADUATE MEMBERS OF SIGMA KAPPA SERVING IN THEIR LOCAL PANHELLENIC COMMUNITIES. IRMA E. VOIGT MEMORIAL SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE JUNIOR OR SENIOR MEMBERS OF THE BETA UPSILON CHAPTER OF SIGMA KAPPA WHO ARE IN GOOD STANDING, ENROLLED FULL-TIME, HAVE A MINIMUM GPA OF 3.00 ON A 4.00 SCALE AND HAVE DEMONSTRATED INVOLVEMENT IN THEIR CHAPTER, CAMPUS AND COMMUNITY.
FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS CONT'D JAMIE SELL MEMORIAL SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR COLLEGIATE MEMBERS OF THE ZETA PHI CHAPTER WHO EXHIBIT OUTSTANDING LEADERSHIP AND SERVICE TO THE CHAPTER AND AT LEAST ONE OTHER ORGANIZATION, WITH SPECIAL CONSIDERATION FOR THOSE WHO ARE FUNDING THEIR OWN EDUCATION OR DEMONSTRATE FINANCIAL NEED DUE TO UNFORESEEN CIRCUMSTANCES. JEAN B. TEARE VOLUNTEERS' SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED GRADUATE MEMBERS OF SIGMA KAPPA WHO ARE IN GOOD STANDING AND HAVE PROVIDED SERVICE TO THE SORORITY, FOUNDATION, OR NATIONAL HOUSING CORPORATION FOR AT LEAST FOUR CONSECUTIVE YEARS (INCLUDING THE AWARD YEAR) AS A SORORITY NATIONAL OFFICER IN EITHER AN ELECTED OR APPOINTED OFFICE, A COLLEGIATE CHAPTER ADVISOR, FOUNDATION TRUSTEE, FOUNDATION COMMITTEE MEMBER, NATIONAL HOUSING CORPORATION OFFICER, COORDINATOR, CORPORATION BOARD OR PROPERTY COMMITTEE MEMBER. JOAN REAGIN MCNEILL SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE SOPHOMORE, JUNIOR OR SENIOR MEMBERS OF THE ALPHA THETA AND THETA PHI CHAPTERS OF SIGMA KAPPA WHO ARE IN GOOD STANDING, HAVE A MINIMUM GPA OF 3.25 ON A 4.00 SCALE AND HAVE AT LEAST ONE YEAR REMAINING FOR THE COMPLETION OF AN UNDERGRADUATE DEGREE, WITH SPECIAL CONSIDERATION FOR THOSE IN NEED OF FINANCIAL ASSISTANCE. KAPPA IOTA SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE MEMBERS OF THE KAPPA IOTA CHAPTER OF SIGMA KAPPA WHO ARE IN GOOD STANDING, HAVE A MINIMUM GPA OF 3.4 ON A 4.00 SCALE AND HAVE DEMONSTRATED OUTSTANDING INVOLVEMENT, LEADERSHIP AND SERVICE WITHIN THEIR CHAPTER AND UNIVERSITY. KAPPA LAMBDA SCHOLARSHIP NOT FULLY ENDOWED SCHOLARSHIP FUNDS ARE CURRENTLY BEING COLLECTED TO CREATE AN ENDOWMENT TO BENEFIT MEMBERS OF THE KAPPA LAMBDA CHAPTER OF SIGMA KAPPA SORORITY AT NORTH GEORGIA COLLEGE AND STATE UNIVERSITY. KAPPA RHO SCHOLARSHIP THE FUND'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE MEMBERS OF THE KAPPA RHO CHAPTER OF SIGMA KAPPA WHO ARE IN GOOD STANDING, HAVE A MINIMUM GPA OF 3.00 ON A 4.00 SCALE AND HAVE DEMONSTRATED OUTSTANDING LEADERSHIP AND SERVICE WITHIN THEIR CHAPTER, PANHELLENIC COUNCIL AND UNIVERSITY, WITH PREFERENCE GIVEN TO SOPHOMORES AND JUNIORS WITH AT LEAST ONE YEAR'S STUDY REMAINING. KAPPA ZETA SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE MEMBERS OF THE KAPPA ZETA CHAPTER OF SIGMA KAPPA WHO ARE IN GOOD STANDING, HAVE A MINIMUM GPA OF 3.4 ON A 4.00 SCALE AND HAVE DEMONSTRATED OUTSTANDING LEADERSHIP AND SERVICE TO THEIR CHAPTER, PANHELLENIC AND UNIVERSITY.
FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS CONT'D LOUISE BARR HEAD/GAMMA ETA SCHOLARSHIP NOT FULLY ENDOWED FUNDS ARE BEING COLLECTED TO ENDOW A SCHOLARSHIP TO HONOR LOUISE BARR HEAD, GAMMA ETA, AND TO BENEFIT MEMBERS OF THE GAMMA ETA CHAPTER OF SIGMA KAPPA SORORITY AT BALL STATE UNIVERSITY. LORRAINE E. SWAIN SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE MEMBERS OF SIGMA KAPPA WHO ARE IN GOOD STANDING WITH A SIGMA KAPPA CHAPTER AT A COLLEGE OR UNIVERSITY IN COLORADO. LUCILLE CHEEVER GRAUBART/LAMBDA SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE MEMBERS OF THE LAMBDA CHAPTER OF SIGMA KAPPA WHO ARE IN GOOD STANDING AND ARE IN NEED OF FINANCIAL ASSISTANCE. MARGARET J. ANDREW MEMORIAL SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE JUNIOR SENIOR OR GRADUATE MEMBERS OF SIGMA KAPPA WHO ARE IN GOOD STANDING, HAVE A MINIMUM GPA OF 3.00 ON A 4.00 SCALE AND ARE MAJORING IN FOOD SCIENCE, FOOD TECHNOLOGY OR A RELATED FIELD (NUTRITION, DIETETICS, ETC). MARIAN JOHNSON FRUTIGER SISTERHOOD SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE MEMBERS OF SIGMA KAPPA WHO ARE IN GOOD STANDING, HAVE A MINIMUM GPA OF 3.00 ON A 4.00 SCALE, EXEMPLIFY THE IDEALS AND STANDARDS OF SIGMA KAPPA, EXHIBIT OUTSTANDING SISTERHOOD AND HAVE DEMONSTRATED LEADERSHIP WITHIN THE FRATERNAL COMMUNITY. AT LEAST ONE SCHOLARSHIP AWARD MUST BE GIVEN TO AN INITIATED UNDERGRADUATE MEMBER OF A SIGMA KAPPA CHAPTER LOCATED IN TEXAS. MARIDELL BRAHAM CONDON SCHOLARSHIP THE FUND'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE MEMBERS OF SIGMA KAPPA WHO ARE IN GOOD STANDING, HAVE A MINIMUM GPA OF 3.00 ON A 4.00 SCALE, ARE MAJORING IN EDUCATION, ARE IN NEED OF FINANCIAL ASSISTANCE AND HAVE DEMONSTRATED INVOLVEMENT IN THEIR CHAPTER AND ON CAMPUS, WITH PREFERENCE GIVEN TO JUNIORS OR TO SENIORS WHO HAVE AT LEAST ONE YEAR REMAINING FOR THE COMPLETION OF AN UNDERGRADUATE DEGREE. MARY TURNBULL SCHACHT MEMORIAL SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE MEMBERS OF THE LAMBDA CHAPTER OF SIGMA KAPPA WHO ARE IN GOOD STANDING, HAVE A MINIMUM GPA OF 3.00 ON A 4.00 SCALE AND HAVE DEMONSTRATED OUTSTANDING LEADERSHIP AND SERVICE TO THEIR CHAPTER, PANHELLENIC AND UNIVERSITY. MICHIGAN SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE AND GRADUATE MEMBERS OF SIGMA KAPPA WHO ARE IN GOOD STANDING, HAVE A MINIMUM GPA OF 2.5 ON A 4.00 SCALE, ATTENDING A COLLEGE OR UNIVERSITY IN MICHIGAN, WITH AT LEAST ONE YEAR REMAINING FOR THE COMPLETION OF AN UNDERGRADUATE DEGREE OR CURRENT ENROLLMENT IN A GRADUATE LEVEL PROGRAM, WHO HAVE NOT PREVIOUSLY BEEN AWARDED THE SCHOLARSHIP.
FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS CONT'D STRADLEY SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE MEMBERS OF SIGMA KAPPA WHO ARE IN GOOD STANDING, MAJORING IN EDUCATION AND HAVE DEMONSTRATED EXCELLENCE IN ACADEMICS AND CHARACTER AND A COMMITMENT TO THE FIELD OF EDUCATION. THETA CHI HOUSE CORPORATION SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE MEMBERS OF THE THETA CHI CHAPTER OF SIGMA KAPPA WHO ARE IN GOOD STANDING, HAVE A MINIMUM GPA OF 2.5 ON A 4.00 SCALE AND HAVE SIGNED AN AGREEMENT TO RESIDE IN THE CHAPTER HOUSE FOR THE FOLLOWING ACADEMIC YEAR. THETA DELTA MEMORIAL SCHOLARSHIP NOT FULLY ENDOWED THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE AND ALUMNAE MEMBERS OF SIGMA KAPPA SORORITY ENROLLED AT THE UNIVERSITY OF DELAWARE WHO ARE IN GOOD STANDING, HAVE A MINIMUM CUMULATIVE GPA OF 3.00 ON A 4.00 SCALE AND HAVE DEMONSTRATED FINANCIAL NEED AND INVOLVEMENT IN SIGMA KAPPA, THE CAMPUS, AND THE COMMUNITY THETA LAMBDA SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE MEMBERS OF THE THETA LAMBDA CHAPTER OF SIGMA KAPPA WHO ARE IN GOOD STANDING, ENROLLED FULL-TIME, AND HAVE DEMONSTRATED LEADERSHIP AND SERVICE TO THEIR CHAPTER, WITH SPECIAL CONSIDERATION FOR THOSE WHO WISH TO RESIDE IN THE CHAPTER HOUSE. THETA/CARYL CORDIS D'HONDT SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE JUNIOR OR SENIOR MEMBERS OF THE THETA CHAPTER OF SIGMA KAPPA WHO ARE IN GOOD STANDING, HAVE A MINIMUM GPA OF 3.25 ON A 4.00 SCALE, AND HAVE DEMONSTRATED INVOLVEMENT IN THEIR CHAPTER. WALTA WILKINSON CARMICHAEL SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED ALUMNAE MEMBERS OF SIGMA KAPPA WHO ARE IN GOOD STANDING, HAVE A MINIMUM GPA OF 3.00 ON A 4.00 SCALE, ENROLLED IN A GRADUATE PROGRAM, WHO HAVE DEMONSTRATED PARTICIPATION IN COLLEGIATE CHAPTER ACTIVITIES FROM THEIR BEGINNING YEAR AND CONTINUING THROUGH THE SENIOR YEAR OF MEMBERSHIP. WILMA SACKETT DRESSEL SCHOLARSHIP THE ENDOWMENT'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR INITIATED UNDERGRADUATE MEMBERS OF THE ALPHA TAU CHAPTER OF SIGMA KAPPA WHO ARE IN GOOD STANDING AND IN NEED OF FINANCIAL ASSISTANCE.
FORM 990, PART VI, SECTION B, LINE 11 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 OUR PERSONNEL COMMITTEE) RECOMMENDS COMPENSATION AND BOARD APPROVES.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION 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.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

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