2014-15 Alpha Sigma Alpha Annual Report

annual report

Cultivation / 06 – 10 Growth / 11 – 14 Advancement / 15 – 21 Significance / 22 – 29 Financials / 30 – 33

A Message

from national council dear sisters, It has been an honor to serve Alpha Sigma Alpha as national president during this past year. What an incredible year for Alpha Sigma Alpha as we wrap up the 2012-15 Strategic Plan. We have had many exciting accomplishments in our focus areas of cultivation, growth, advancement and significance. I definitely would give Alpha Sigma Alpha an #ASAHighFive!

Purpose The purpose of Alpha Sigma Alpha is to foster close friendships between members and to develop women of poise and purpose.

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This past year was kicked off with ยกViva!, our theme for the 2014 National Convention & Leadership Conference with the largest attendance in history. One highlight from San Antonio included the inaugural Alpha Talks, which were a favorite among attendees with eight alumnae and collegians speaking on a variety of topics from finding a mentor to inspiring confidence. The closing banquet ended with awarding the most four star collegiate and alumnae chapters in the history of Alpha Sigma Alpha.

Thanks to the Alpha Sigma Alpha Foundation and their generous donors, Alpha Sigma Alpha was able to provide programming to our members that embraced our plan to cultivate an environment that promotes healthy, secure, safe and responsible women. Colleen Coffey joined us at the national convention & leadership conference, and her story and message about mental health and awareness spoke to our membership to relate to their own mental health. District Day 2014-15 welcomed Jeff Belkora as the keynote to share the science of making smart decisions, and this keynote equipped our alumnae and collegians with the tools they need to make their intended decision.

With the feedback we received, we know these programs have made a huge impact on the lives of our members.

Our members continue to be an energizing influence in their communities through service and charitable giving. Alpha Sigma Alpha women give back to Girls on the Run, S. June Smith Center, Special Olympics and countless other organizations giving more than 200,000 hours of service. D.O.T. Days have been embraced by sisters across the country. Our women donated their time at assisted living homes, restoring historical buildings, enhancing outdoor spaces in their communities, hosting events for people with special needs and more.

I want to personally thank you for leading, serving and making a difference for Alpha Sigma Alpha. We have an exciting future and I personally look forward to the advancements Alpha Sigma Alpha will make in the year to come!

On behalf of national council,

Melissa Koch Merriam, EE National President

A Message

from headquarters staff dear sisters, Thank you! Thank you for making 2014-15 a remarkable year for Alpha Sigma Alpha. I am confident that in years to come we will look back at this time in Alpha Sigma Alpha history and say, “Wow; what a year! We made a powerful impact with our members and within our communities.” Our dedicated staff has done an incredible job fulfilling the objectives set forth in our business plan in order to accomplish the strategic objectives in the 2012-15 Strategic Plan.

A few highlights from this year include: • Continuing our membership growth and expanded to three campuses.

• Celebrating our sisterhood at the 2014 National Convention & Leadership Conference in San Antonio.

• Realigning our staffing model to better fit the needs of the membership, which meant adding two new full-time staff positions.

• Expanding the headquarters facility to support the operational needs of the Sorority.

• Launching an exclusive website for our members, MyAΣA. • Announcing the availability of service grants for members to volunteer at the Special Olympics World Games.

As we wrap up this strategic plan cycle, we look to the future with enthusiasm. A sneak peak of 2015-16 will bring a new digital marketing platform, a Recruitment Bootcamp for our chapters and enhanced member programming and training.

I hope you will be thrilled with the following report that gives you details of our accomplishments this year. I cannot help but be excited for the future of our Sorority as we continue to develop women of poise and purpose.

Krystal Geyer Slivinski, I P Executive Director

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Mission

Alpha Sigma Alpha promotes high ideals and standards for its members throughout their lives by emphasizing balance among our four aims of intellectual, physical, social and spiritual development. Alpha Sigma Alpha provides opportunities through: Sisterhood — forming strong bonds of unconditional friendship based on common values and experiences; Heritage — expressed through creed, ritual and history; and Leadership and Service — enhanced by chapter, campus and community involvement.

Values

The National Council consists of seven members who are responsible for the vision, direction, fiscal security and general oversight of the Sorority.

National Council 2014 – 16

Balance

Generosity Growth Integrity Learning Relationships Responsibility Enjoyment

Melissa Koch Merriam, EE National President

Julie Wiley, A Vice President of Operations

Kim Benson, ΔN-B Vice President of Communications

Kelly McGinnis Morello, EK Vice President of Finance

Vision

The vision of Alpha Sigma Alpha is to cultivate values and ideals in women who are known for their character and concern for others. Alpha Sigma Alpha inspires women to lead, to serve and most of all to make a difference.

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Kathyrn Wolfington Harth, EE Vice President of Membership

Jessica Bridwell, ZΠ Vice President of Membership

Heather Riley, ΦΦ Vice President of Membership

Cultivation We will cultivate our greatest assets – our members, by providing relevant opportunities for their personal and professional development.

Cultivate an environment that promotes

healthy, secure, safe and responsible women.

Provide meaningful personal and

professional development programming to enrich our members’ leadership journeys.

Enhance chapter and member focus on ritual

and values-based programming in all areas of chapter operations and facets of membership.

Encourage and support our intellectual

aim through academic development and achievement.

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This past year has been an exciting one for the cultivation of our membership. The 2014 National Convention & Leadership Conference in San Antonio not only set records for attendance but also provided incredible learning and interaction for our members. From Colleen Coffee’s keynote on mental health to the inaugural Alpha Talks, opportunities for sharing and education were abundant.

District Day programming this year was also targeted on areas identified through the EBI assessment performed last year. Dr. Jeff Belkora provided our membership with the SCOPED process, which aids in evaluating situations and assisting with making decisions, a valuable process both personally and professionally.

We also continued our programming with JobBound, providing critical preparation for our members transitioning from collegian to working world graduates.

As part of our cultivation goals, we embarked on a year-long social media campaign with vital health and safety messages. Finally, our academic excellence team continues to engage with our chapters, providing them with valuable tools for improving member and chapter academic performance.

Cultivation

District Day Alpha Sigma Alpha District Day draws the largest attendance of national events.

Total attendance: 1,731

DISTRICT DAY ATTENDANCE 400

# OF ATTENDEES

350 300 250 200 150 100 50 0

D2

D3

D4

D5*

D6*

D7

D8

DISTRICT *In 2009-10, Districts 5 and 6 had one District Day and attendance is noted in D5.

2009 -10

7

2010-11

2011-12

2012-13

2013-14

2014-15

D9

FUN STATs:

Cultivation

The national convention & leadership conference continues to see an increase in attendance. For 2014 we had a 15% increase in attendance from the previous national convention & leadership conference.

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total pens, tote bags and other swag distrubuted.

Powerpoint slides used for 201415 national events.

8

ALPHA Talks prepared and delivered by collegians and alumnae.

5

times “Pinata”

by Colonal Josh and His Cowboy Pals played.

CONFERENCE ATTENDANCE

500

400

# OF ATTENDEES

National convention & leadership conference

1,407

437

300

200

100

0 Dallas, TX

1998

Richmond, VA

2000

Nashville, TN

2002

Bonita Springs, FL

2004

Cambridge, MA

2006

CITY & YEAR Attendees

Albuquerque, NM

2008

Indianapolis, IN

2010

Virginia Beach, VA

2012

San Antonio, TX

2014

Cultivation

Undergraduate Interfraternity Institute Eleven scholarships were awarded to collegians to attend UIFI in summer 2015.

“Every day at UIFI challenged me to critically think about my chapter and its actions, my values, and how those things were lining up. It was a turning point in my journey as a Panhellenic woman, and I truly wish that everyone could experience it.�

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-Aubrey Winn, ZZ

Hermes Society The Alpha Sigma Alpha Hermes Society is an academic honors society created exclusively for members of Alpha Sigma Alpha. In 2014-15, 34 Alpha Sigma Alphas were inducted into the Hermes Society; and since 2012, 144 have been inducted.

To be eligible, a member must have:

A minimum of one year membership in Alpha Sigma Alpha At least a 3.5 cumulative GPA Academic standing of junior, senior or graduate student

Cultivation

academics by the numbers

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As reported by campuses in 2014-15

Fall 2014 averages

Spring 2015 averages

chapter GPA: 3.074 all-Panhellenic GPA: 3.086 all-undergraduate women GPA: 3.047 all-campus GPA: 2.94

chapter GPA: 3.12 all-Panhellenic GPA: 3.11 all-undergraduate women GPA: 3.04 all-campus GPA: 2.93

Of these reports:

Of these reports:

• 48 Chapters had above a 3.0 overall GPA

• 44 Chapters had above a 3.0 overall GPA

• 39 Chapters exceeded or tied the campus all-undergraduate women’s GPA

• 40 Chapters exceeded or tied the campus all-undergraduate women’s GPA

• 38 Chapters exceeded or tied the campus all-Panhellenic GPA

• 36 Chapters exceeded or tied the campus all-Panhellenic GPA

Growth We will provide more women the opportunity to experience Alpha Sigma Alpha through the expansion of our membership and influence on campuses and in communities.

Grow collegiate chapters to 95.

Increase alumnae chapters and associations to 100.

Engage in a deliberate and purposeful expansion strategy.

Engage all members valuing recruitment and enthusiastically growing our sisterhood.

Encourage and provide resources to achieve chapter

recruitment Total, Target and Quota.

Educate members on the significance of alumnae initiation.

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In our strategic plan, growth is an important part of spreading the influence of Alpha Sigma Alpha on campuses and in communities. When we are able to reestablish a closed chapter, our organization not only welcomes new members, but is able to reconnect alumnae of the chapter.

When installing a new chapter, the Alpha Sigma Alpha brand is introduced to a new audience as we welcome new sisters to start the chapter.

This year, Alpha Sigma Alpha was thrilled to install three chapters. The new members of two reestablished chapters, Beta Kappa Chapter and Delta Gamma Chapter, were fortunate to share the installation experience with alumnae members of their chapters. Collegiate members of the Beta Beta Chapter, University of Northern Colorado and Zeta Pi Chapter, Colorado State University-Pueblo along with alumnae living in the area traveled to meet their sisters and congratulate the newest chapter to join the Alpha Sigma Alpha family at Colorado Mesa University.

Our alumnae members were very busy this past year. New alumnae chapters were chartered in southeast North Carolina and Amarillo, TX and several new alumnae associations were formed as well. In addition, nine new alumnae member initiations helped to spread the influence of Alpha Sigma Alpha to women who missed the opportunity to join during their college years.  

Growth

TOTAL COLLEGIATE MEMBERSHIP 6,000

# OF MEMBERS

membership

5,624

5,500 5,000 4,500 4,000 3,500

In five years, Alpha Sigma Alpha has seen an 18% increase in collegiate membership and a 17% increase in new members.

3,000 2004-05

2005-06

2006-07

2007-08

2008-09

Total Collegiate Membership

2009-10

YEAR

2010-11

2011-12

Linear (Total Collegiate Membership)

NEW MEMBERS

2,711

2014-15 2013-14

to get the best women possible that are a

2012-13

perfect match for our sisterhood. Even

2011-12

while our chapter is at total, we will hold

2010-11

open house events to keep new women coming in and meeting our members for the next formal recruitment process.”

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– Eta Eta Chapter, Pittsburg State University, KS

YEAR

“We work hard during formal recruitment

2009-10 2008-09 2007-08 2006-07 2005-06 2004-05

0

500

1,000

1,500

2000

# OF NEW MEMBERS

2012-13

2,,500

3,000

2013-14

2014-15

Growth

collegiate chapters

Alpha Sigma Alpha added three chapters in three different districts in 2014-15. Two of those chapters were re-establishments of closed chapters with an alumnae base that makes up more than 1600 women.

Collegiate Chapters 90 collegiate chapters

5,624 collegiate chapter membership 62 Average chapter size

3 New Chapters • Delta Gamma Chapter, West Chester University, PA • Theta Psi Chapter, Colorado Mesa University, CO

• Beta Kappa Chapter, Western Illinois University, IL

upcoming colonies • University of New Haven Colony, west Haven, CT , FALL 2015 • Suffolk University, Boston, MA, FALL 2015

• Tau Tau Colony, Fort Hays State University, KS, FALL 2017

3 Chapters closed

• Beta Gamma Chapter, Northeastern State University, OK

• Theta Iota Chapter, Oregon Institute of Technology. OR

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• Epsilon Lambda Chapter, University of Pittsburgh-Johnstown, PA

Growth

alumnae chapters

Alumnae chapters and associations increased in membership and in numbers excelling in lifetime membership of programming, service and giving, Panhellenic relations and collegiate chapter relationships.

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Alumnae Chapters 57 Alumnae chapters

1,255 Alumnae chapter membership 21 Average chapter size 32 Alumnae associations 9 Alumnae initiates

Advancement We will actively promote and advance a forward-thinking organization.

Preserve and protect our image and identity and promote our

organizational values, brand and image.

Maintain an effective and adaptable volunteer structure that evolves

We are thrilled about the progress our organization made this past year toward our strategic objective Advancement. As our Sorority grows, we strive to maintain the close sisterhood that makes us unique.

By engaging our members through relevant technologies, fostering volunteer development through training opportunities and protecting our brand, we help ensure a bright future. Here are a few of our accomplishments: • Continued our partnership with Growth Guiders to create curriculum that benefitted our volunteers participating in the Advisor Institute and district volunteer team training. Volunteers learned how to work as a team, have difficult conversations, understand leadership styles and learn different types of motivation. • Developed specialized training for membership commitment leaders and social responsibility leaders. These volunteers were provided with the opportunity to share their successes, think creatively to work through challeges, interact with headquarters staff, review the expectations of their volunteer role and achieve better connectedness with those they serve. • Obtained official marks for our insignia. This is vital to establish and promote our identity. As a national membership organization, it is important for our brand representations to be consistent and of high quality. It also prevents unauthorized use of our symbols.

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with the needs of our membership.

Ensure sustainable growth can be achieved through evaluation of

processes for strategic planning.

Expand the development of visionary leaders through a strategic process for board and leadership development.

Support membership needs through innovative, relevant

technologies.

Maintain a progressive, efficient and environmentally conscious

business model that provides ongoing protection of all Sorority assets.

Advancement

ALL ADVISORY POSITIONS

Advisory Board fulfillment In 2014-15, 72% of all advisor positions were filled which is an increase from 2013-14’s 69%. The restructuring of the district and advisor positions has created more consistent reporting structures and provided a more accurate snapshot of which volunteers were still active versus only reported by collegians and district leadership.

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DISTRICT volunteer fulfillment

Total Unfilled 26%

REQUIRED ADVISOR POSITIONS

Total Unfilled 19%

Total Filled 74%

Total Filled 81%

Total: 720 Unfilled: 189 Filled: 531

Total: 540 Unfilled: 104 Filled: 436

Total district positions: 80 Percentage filled: 93% (increase from 89% in 2013-14)

Advancement

Advisor Institute

Alpha Sigma Alpha offers an innovative opportunity for advisors to further their skills. Advisor Institute focuses not on chapter operations, but on the skills advisors need to be successful in their roles. The content includes the interpersonal dynamics necessary to advise collegians and the skills needed to lead chapters through self-assessment and planning for the future.

Advisors interact in small groups and participate in experiential learning throughout the day.

“Advisor Institute exceeded my expectations. After participating, I feel better prepared to function as a member of my chapter’s advisory board; specifically, to communicate effectively with other advisors and collegians to accomplish chapter goals and

ADVISOR INSTITUTE ATTENDANCE

address needs.”

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– Chapter Advisor

# OF ATTENDEES

20

District 5 15

10

5

0

D2

D3

D4

D5*

D6*

D7

DISTRICT

17

2011-02

2012 -13

2013-14

2013-14

D8

D9

Since the inception of this program, 331 advisors have been trained at Advisor Institute.

91 advisors, 5 advisory board district liaisons and the VMT leader participated in Advisor Institute in 2014-15 which is approximately 17.5% of all filled advisor positions.

This was an increase from 15% of advisors attending in 2013-14.

Of the 91 who participated, 85% of participants said they will utilize the skills they learned from Advisor Institute with collegians from their chapter; and 91% of participants feel other members of Alpha Sigma Alpha would benefit from this programming.

Advancement

Communications Because of the vast growth of membership and good addresses in Alpha Sigma Alpha’s database, the distribution of the Phoenix magazine continues to increase at a rapid pace. There was a 5% increase in circulation from 2013-14.

“I want to congratulate you on your article in the Spring issue,

PHOENIX CIRCULATION 50,000

DISTRIBUTION

40,000

37,031

38,591

38,628

39,607

40,133

39,949

39,672

41,066

41,268

42,568

42,252

44,679 41,268

of college vs. the investment in college, degree fields and the impact on income, and even gave a mention to the trades. Your article gave a well-rounded look at this important investment that our members

30,000

are making and should be required reading for young women in high school as they look ahead to their education and career path.

20,000

Content such as this in the Phoenix is one of the reasons our magazine is such an excellent communication vehicle.”

10,000

0

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‘Is college still worth it?’ I appreciated that you addressed the cost

Spring 2012

Summer 2012

Fall 2012

Winter 2013

Spring 2013

Summer 2013

Fall 2013

PHOENIX ISSUE

Winter 2014

Spring 2014

Summer 2014

Fall 2014

Winter 2015

– Marianne Busch Bullock, ΒΘ Past National President

Advancement

most popular

social media engagement

• Jan. 28, 2015 • Video of Theta Alpha Chapter teaching The Bachelor Chris Soules how to make the Alpha Sigma Alpha crown • 62.7K impressions on Facebook • 9.1K engaged audience

Total impressions of Alpha Sigma Alpha content that reached its audiences increased by 27% in 2014-15.

most popular

17,082 fans

7,917 followers

3,315 followers

3,709 followers

4,189 group members

(10% increase)

(15% increase)

(51% increase)

(15% increase)

(15% increase)

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• March 4, 2015 • Annual Spread the Word to End the Word campaign • 126.3K impressions on Facebook • 4.1K engaged audience

Advancement

website Your digital interactive platform.

The place where women of poise and purpose connect and engage.

AlphaSigmaAlpha.org Visitors Overview 132,657 sessions 70,409 users 358,029 page views

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Top visited pages • Home • Chapter Locator • Purpose Vision Values • Officer Portal • Symbols • History • Who’s Who • Scholarships • Foundation • District Day • National Headquarters

Advancement

E-newsletters

Alpha Sigma Alpha has four regular newsletters for four different audiences.

Crimson Collection is the official store of Alpha Sigma Alpha and is home to Alpha Sigma Alpha apparel, gifts, jewelry and more.

Sales are accumulated through: Event sales

(LDI, NC&LC, District Day) Online store Shop boxes Custom apparel sales

(merchandise not sold on website is sent to collegiate chapters to sell; merchandise not sold is returned) E-NEWSLETTER DISTRIBUTION AND ENGAGEMENT 6000

(Collegiate Connection)

2014-15 sales increase from previous year

5,768

# OF E-NEWSLETTERS

5000

3000

(Collegiate Connection)

2,812

(Next Steps)

1,747

2000 1000 0

21

Events – 11%

3000

(Alumnae Messenger)

1,075

(Collegiate Connection)

232

(Alumnae Messenger)

563

466

(Alumnae 106Messenger)

Average Sent

(Advisor Express)

Average Open

249 59

(Next Steps)

(Advisor Express ) (Advisor Express )

Average Clicks

673

46 (Next Steps)

Custom merchandise – 175% Online store – 52% Shop box – 98%

Significance We will engage in significant partnerships and foster relationships that influence our members and the communities in which we serve.

Our philanthropic partners provide members with the opportunity to make an impact on individuals and communities. Through donations to the Alpha Sigma Alpha Foundation, we create opportunities to assist current and future members in developing their personal growth as women and contributors to society.

We share a similar mission with Girls on the Run of developing girls and women physically, spiritually, socially and intellectually. Our members lead through service because of our partnership, volunteering as coaches, course marshals, cheerleaders and running buddies to help girls embrace their unique gifts.

We honor our sister, Dr. S. June Smith, KK, and the founder of the S. June Smith Center through our ongoing relationship with the Center.

Our women donate classroom supplies and make gifts for the children year-round.

Through both service and charitable giving to Special Olympics, our women demonstrate their poise, purpose and concern for inclusion and respect for those with intellectual disabilities. The Polar Plunge, Spread the Word to End the Word and many local Special Olympics games attract our members every year.

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Our philanthropic partners align with our mission, vision and purpose and our members’ involvement continues to build connections with our communities that are significant and meaningful.

Foster love, loyalty and life-long giving to the

Alpha Sigma Alpha Foundation.

Nurture mutually beneficial relationships with philanthropic partners to advance each other’s missions and shared purpose.

Encourage a culture of service and

philanthropy among our members.

Engage in non-philanthropic partnerships, which provide value-added benefit to our membership and communities.

Contribute to the betterment of and actively influence action in our local, campus, NPC, national and global communities.

Create enthusiasm and stimulate organizational

pride for Alpha Sigma Alpha throughout a member’s life.

Ensure we are delivering on our brand promise

through member growth assessment.

Significance

Philanthropic Statement

SERVICE

13%

This belief is demonstrated in the many ways Alpha Sigma Alpha women express their care and concern for others through the support of the Sorority’s service and giving endeavors.

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Service hours

7%

Average Number of chapters reported: 72

76%

Total hours served: 123,738 OTHER GIRLS ON THE RUN S. JUNE SMITH CENTER SPECIAL OLYMPICS

Alpha Sigma Alpha encourages its members to support the Alpha Sigma Alpha Foundation, and to participate in our national philanthropic efforts as well as those in their local communities.

Our ritual states,

“Life is not taking in only; it is giving out too. It is giving ourselves – freely – to other people, giving ourselves in comradeship, in understanding, in joy, in love.”

4%

CHARITABLE GIVING

23% 51%

11% 10%

5%

OTHER GIRLS ON THE RUN S. JUNE SMITH CENTER SPECIAL OLYMPICS FOUNDATION

Average hours served per chapter: 1,715 Average hours per member: 24

Charitable giving hours

Average Number of chapters reported: 72 Total hours: 74,793 Average hours served per chapter: 1,090 Average hours per member: 15

Significance

philanthropic partner: Special Olympics

With sports at the core, Special Olympics is a leader in the field of intellectual disability and the world’s largest movement dedicated to promoting respect, acceptance, inclusion and human dignity for people with intellectual disabilities. Their mission is to provide year-round sports training and athletic competition in a variety of Olympic-type sports for children and adults with intellectual disabilities, giving them continuing opportunities to develop physical fitness, demonstrate courage, experience joy and participate in a sharing of gifts, skills and friendship with their families, other Special Olympics athletes and the community.

words from our sisters “This semester we participated in Spread the Word to End the Word for Special Olympics.

While we have participated in this event before, this year we successfully overfilled our poster with signatures and spent a lot more time advocating and helping people understand what the R word is and the meaning behind the campaign. The biggest improvement from past years was how well our women understood what the campaign was and their ability to act as spokeswomen for the cause.”

– Theta Upsilon Chapter, Boise State University, ID “Our most successful service event this year was with Special Olympics. Each year we have many women volunteer at the Special Olympics Indiana bowling tournament. We had 55 women attend the event this year. Some women served as lane attendants, overseeing athletes and cheering them on, as well as keeping track of their scores. Other women were

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in charge of registration and handing out awards.”

– Theta Zeta Chapter, Indiana university purdue university indianapolis

Significance

philanthropic partner:

S. June Smith Center The S. June Smith Center is proud to be a philanthropic partner of Alpha Sigma Alpha. The S. June Smith Center supports children with disabilities in achieving their potential and promotes their full participation within their families, schools and communities in Central Pennsylvania.

Five collegians received spring break service grants to volunteer at the Center in spring 2015.

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“One of the reasons Alpha Sigma Alpha stood out to me as a potential new member was their partnership with the S. June Smith Center.

Both organizations’ values and mission match my own.

To say that I was thrilled to go and volunteer for an organization that I looked up to would be an understatement.”

– Courtney Domingue, ZΣ

Significance

philanthropic partner: Girls on the Run International

Girls on the Run is a life-changing, experiential learning program for girls 3rd through 8th grade. The program combines training for the GOTR 5K running event with self-esteem enhancing, uplifting workouts. Girls on the Run aims to empower girls to celebrate their bodies, honor their voices and embrace their gifts. The core curriculum of Girls on the Run addresses many aspects of girls’ development including their physical, emotional, mental and social well-being.

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words from our sisters “The Girls on the Run experience was absolutely amazing. It was so great to be able to go out and support the girls who had been working so hard for the races.

It was awesome to be able to see all of their faces and the appreciation that their parents had for us.”

– Zeta Eta Chapter, Rockhurst University, MO

Significance

Alpha Sigma Alpha Foundation The Foundation is committed to assisting Alpha Sigma Alpha members reach their goals and dreams. We are guided by the following mission, vision and values.

MISSION

The Alpha Sigma Alpha Foundation exists to support the educational, leadership and philanthropic purposes of Alpha Sigma Alpha Sorority through charitable giving.

VISION

To cultivate an environment that inspires all Alpha Sigma Alpha members to engage in lifelong giving and service.

VALUES

Love, Loyalty and Lifelong Giving.

we would be on the receiving end of so many generous people. The generosity of spirit is truly amazing. Some of that generosity came through the Alpha Sigma Alpha Foundation’s Janice Adams Member Assistance Fund, which we found out about through my chapter sister Sandy Foltz Leatherman. Just another example of the bonds of sisterhood and the Alpha love! While we are devastated that the experience

Dollars raised for philanthropic partnerships Donations filtered through Foundation are accounted for.

Total dollars raised: $9,429 Collegiate: $7,460

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“Never in a million years did we think

Alumnae: $1,969

of a house fire will be etched as one of our children’s biggest childhood memories, we are consoled by the fact that these incredible acts of kindness will likely be a much more vivid memory. It has been so important for them to see all of the goodness in the world in the middle of such a frightening time of uncertainty.”

– Claudia Biggs Sweger, BΓ

Significance

D.O.T. Days In its third year, D.O.T. Days continues to grow and evolve. Members of all ages are inspired and encouraged to participate in a variety of service and giving opportunities. In some cases, members participated as individuals where chapter activities were not available. Elsewhere, chapter activities, both collegiate and alumnae, were joyously carried out. It was exciting to see all the activities being shared through a variety of social media, further spreading the enthusiasm for service and giving.

“This week was very busy for us as a chapter! We had many service opportunities and our sisters dedicated their time to the best of their ability. It was awesome to see everyone come together as a chapter and do something good. It was most definitely a positive uplifting week for the members.�

28 28

– Epsilon Upsilon Chapter California University of Pennsylvania

Significance

Service Immersion Experience The service immersion experience was held in Oahu, HI from May 31-June 7, 2015.

13 participants and two alumna team leaders experienced the trip.

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“Being a part of the service immersion trip truly changed me as a person, but it changed me for the better. I am so thankful to have been able to be a part of such an amazing experience. I will never forget the challenges that I faced and the things that each and every one of those challenges taught me.

Because of the trip and the decision to step outside my comfort zone, I am a stronger, happier, and more confident woman.”

– Lauren Chaffey, ΘΥ

Financials The national council continues to work diligently to ensure that we are protecting our financial position. We are pleased with the growth we continue to experience both in number of chapters and new members.

This increase has allowed us to expand our investment in member and volunteer services. Our Set Aside funds allow us to expand our educational programming, among other eligible expenses, so we can allow our non-member income to benefit the mission of Alpha Sigma Alpha and support our philanthropic endeavors.

The national council’s fiduciary responsibility includes:

Working closely with our investment advisors at UBS to maintain

long-term positive portfolio performance.

Maintaining our current position of a low balance for accounts The annual audit was conducted by KB Parrish & Company. The following statement was made in the independent auditors report: “The financial statements referred to above present fairly, in all material respects, the financial position of Alpha Sigma Alpha Sorority as of May 31, 2015 and 2014 and the changes in its net assets and its cash flows for the years then ended in accordance with accounting principles generally accepted in the United States of America.�

In closing, the financial health of the Sorority is strong. Through continued membership recruitment, investment portfolio management, a focus on finance education, providing chapter operations tools, and financial support from the Alpha Sigma Alpha Foundation, the Sorority is well positioned to focus on our four strategic plan areas of cultivation, advancement, significance and engagement and continue to develop women of poise and purpose.

300 3

receivables, emphasizing finance training for volunteers, and providing technology tools for chapter operations management.

Managing our expenses and maximizing services to members as

we continue to grow as an organization.

Annually reviewing our internal financial procedures

and processes through the audit process and implementing professional recommendations from our accounting & audit firm as needed.

Actively promoting and supporting the Alpha Sigma Alpha

Foundation, as it is the primary provider of educational grants to advance the mission of the Sorority.

Financials

balance sheet

BALANCE SHEET

May 31, 2015

May 31, 2014

Cash & cash equivalents Accounts & notes receivable Prepaid expenses Inventories Investments Cash restricted for chapter operations Beneficial interest in trust Fixed assets

$589,930 $260,981 $26,237 $20,867 $2,933,319 $296,052 $710,000 $1,707,254

$851,256 $303,794 $104,892 $20,867 $2,751,559 $422,944 $430,000 $1,421,080

Total assets

$6,544,640

Assets

Liabilities

$6,306,392

Accounts & notes payable Accrued tax liability Accrued expenses Deferred revenue Chapter operations Chapter savings Notes payable

$62,502 $29,931 $32,140 $86,191 $1,006,052 $828,947 $494,566

$12,145 $31,732 $232,155 $852,944 $791,438 $515,443

Total liabilities

$2,540,329

$2,435,857

Undesignated - General fund Legal fund Future NPC rotation Set aside

$3,264,175 $115,000 $27,000 $598,136

$3,266,760 $115,000 $24,000 $464,775

Total funds

$4,004,311

$3,870,535

Total liabilities & funds

$6,544,640

$6,306,392

Funds

Note: Alpha Sigma Alpha has summarized the financial statements shown in this annual report from its audited financial statements for the year ended May 31, 2015.

A copy of the complete audited financial statements is available for inspection by appointment at Alpha Sigma Alpha National Headquarters, 9002 Vincennes Circle, Indianapolis, IN, 46268-3018.

31

Financials

income statement

INCOME STATEMENT

May 31, 2015

May 31, 2014

Membership dues Publications fees & life subscriptions Property & liability insurance fees Grant from Alpha Sigma Alpha Foundation Rental income Program registration fees Interest from notes receivable Interest & dividend income, net of fees Unrealized gain (loss) on investments Royalty income Jewelry and merchandise sales Gain (loss) on sale of assets Realized gain (loss) on investments Other revenue

$1,206,485 $102,794 $226,121 $45,000 $4,626 $372,849 $9,129 $131,928 $(315,604) $135,071 $212,614 $$273,853 $8,693

$1,109,086 $97,697 $204,599 $41,725 $4,626 $228,499 $14,496 $63,534 $(26,056) $101,232 $184,696 $$188,665 $6,799

Total revenue

$2,413,559

$2,219,598

$520,905 $516,349 $168,731 $162,836 $189,747 $193,993

$518,734 $385,648 $159,693 $147,388 $144,442 $231,381

$1,752,561

$1,587,286

$527,222

$391,370

$2,279,783

$1,978,656

$133,776

$240,942

Revenue, gains and other support

Expenses

Chapter development Conferences & conventions Publications & communications Risk management Volunteer services Education/philanthropic Total program expenses Administrative & general Total expenses Change in net assets

32

Financials

2015-16 budget

BUDGET 2015-16

2015 – 16

Revenue

Membership revenue Insurance revenue Interest on accounts & notes receivable Interest on checking & other investments Publication fees Conferences registration & program fees Sales of member paraphernalia Royalties Rental income & Foundation share of expense Foundation grant Other income

$1,286,400 $251,745 $14,000 $76,500 $27,900 $221,290 $197,600 $101,000 $9,826 $48,892 -

Total revenue

$2,235,153

Expense

Chapter development Conferences & convention Publications & communications Risk management Volunteer services Education & philanthropy Administrative & general

$655,968 $382,321 $150,881 $179,868 $67,935 $252,885 $1,008,110

Total expenses

$2,697,968 *

* Expense budget is $2,226,755 after deducting depreciation and set aside expenses

9% 3%

Administrative & general

7% 37%

Chapter development Conferences & conventions

6%

Publications & communication Risk management 14%

Volunteer services Education & philanthropy

333 3

24%

National Headquarters Staff

Krystal Geyer Slivinski, ΓΡ

Megan Russett, ΓΙ

Emily Toupalik, ΓΜ

Christy Adams, ΔΗ

Linda Wyrick Lineback, ΧΧ

Aubrey Winn, ZZ

Katie Matis Smith, ΔΗ

Corrinna Corrallo, ΓΙ

Leah Dooley Eickhoff, AB

Taryn Golling, ΘΥ

Foundation Staff

Lisa Stephenson Ferro, EE

Juliann Kasza, ΔΣ

Krystal Geyer Slivinski, ΓΡ

Executive Director

Director of Member Services

Director of Communications & Marketing

Program Development Coordinator

Alumnae Engagement Coordinator shannon augustine, ΘΓ

Volunteer Coordinator Abby Somers, ΘΖ

Membership Growth Coordinator

Finance Manger

Office Assistant

Leadership Consultant

Leadership Consultant

Leadership Consultant

Leadership Consultant

Leadership Consultant

Executive Director

Ali MacDonald, ΘΜ

Jenn Sula, ΒΘ

Leadership Consultant Kiley Ruder, AB

Leadership Consultant

Development Coordinator Betty Long

Assistant

National Headquarters Alpha Sigma Alpha Sorority

9002 Vincennes Circle Indianapolis, IN 46268-3018 Phone: (317) 871-2920 Fax: (317) 871-2924

Email: asa@AlphaSigmaAlpha.org www.AlphaSigmaAlpha.org

Suzanne Haynes Jones, BΛ

Membership Development Coordinator Kim Richard, EK

Event Services Coordinator

34

Jessica Moore, ΘΥ

Leadership Consultant

Kelly Tavaras, ΓClio

Leadership Consultant

Printed copies of the Alpha Sigma Alpha Annual Report 2014-15 are available upon request by writing to the national headquarters address or by calling (317) 871-2920.