Ald proof v1 by R.Garza

'15

Executive Directorâ&#x20AC;&#x2122;s

Annual Report

Alpha Lambda Delta

Table of Contents

The 90th Anniversary Banquet in Chicago........................................................................................................3 OFFICE TRANSITION......................................................................................................................................................... 4 Health Insurance and Health Savings Accounts for New York............................................................. 4 Key Membership Moments.......................................................................................................................................5 MEMBERSHIP.....................................................................................................................................................................6 ADMINISTRATION..............................................................................................................................................................8 LEADERSHIP/ACTIVITIES WORKSHOP â&#x20AC;&#x201C; Minneapolis.......................................................................................9 EXPANSION.........................................................................................................................................................................10 CHAPTER Concerns........................................................................................................................................................11 Advisor and Chapter Recognition.........................................................................................................................12 Fellowships, Scholarships, and Loans............................................................................................................. 14 NOMINATIONS AND BY-LAWS.....................................................................................................................................15 Publications and Website.........................................................................................................................................15 Budget & Finance...........................................................................................................................................................16 LONG RANGE PLANNING................................................................................................................................................26 CHALLENGES AND OPPORTUNITIES..........................................................................................................................27 Appendices Membership, Monthly and Year-to-Date..................................................................A Chapter Membership Awards...................................................................................B Membership, FY 2015...............................................................................................C Expansion Contacts by State, FY 2014.................................................................... D Chapter Concerns.....................................................................................................E Fellowship & Scholarship Winners.......................................................................... F National Headquarters Staff, New York.................................................................. G MHS Breakdown by Chapter, FY 2015................................................................... H Merchandise Sales, ProCrescent Promotions FY 2015.............................................. I Proposed Fellowship Budget, FY 2016......................................................................J 2015-16 National Council Members........................................................................K 90th Anniversary Fundraising Campaign Donors................................................... L ACHS Annual Report..............................................................................................M Five Year Plan........................................................................................................... N Alpha Lambda Delta Gifting Policy........................................................................ O 2014 National Council Meeting Minutes................................................................. P 2014-15 National Council Member Reports........................................................... Q Investment Policy......................................................................................................R Investment Summary, Perpetual Fellowship Fund, FY 2014-2015.......................... S Proposed General Budget, FY 2016..........................................................................T Statement of Net Worth, FY 2014-2015.................................................................. U

2015 Annual Report

Important issues facing National Council for FY16 1. Transition planning (move & staffing) 2. Review of the audit done by Lamb & Braswell 3. Allocation of the FY15 operating surplus 4. Approval of the FY16 operating budget 5. Funding of the FY16 fellowships and TROW and STEMLER scholarships 6. Evaluation of on line registration – MY HONOR SOCIETY 7. Campaign for 90th anniversary - $90,000 for the 90th 8. Planning the Orlando workshop 9. Evaluation of Proforma Crescent 10. Review of long range planning process for 2016 – 2020 long range plan 11. Evaluate use of Social Media (FACEBOOK, TWITTER, and other technology for the Millennial Generation) 12. Support of chapter advisors in working with on line registration, Millennial Generation students, Helicopter parents, and motivating chapters

HIGHLIGHTS of 2014-2015 1. Reached annual membership of 28521 28508 paid members in FY15 compared to 31,253 in FY14 and 31,064 paid members in FY13. 2. Total ALD Membership exceeded 1,011,108+28521. =1,039,629 3. Encouraged all chapters to use new on line registration system MY HONOR SOCIETY (158 chapters used the MHS system; 89 chapters used the ‘old’ system) 4. 21,497 (76%) members were processed through the MHS system and 6950 (24%) members were processed using the “old” system 5. Over 190 students and advisors attended the 2014 workshop in Minneapolis 6. Considered 85 (89) applications and awarded 23 Graduate Fellowships (4.13) 7. Considered 43 (44) Stemler Study Abroad applications and awarded scholarships 8. Considered 96 (114) Trow applications for 35 scholarships 9. Installed new chapters at: »» Keystone College Karen Amrhein – September 20, 2014 »» Westminster College Susan Huffman – October 14, 2014 »» Wilkes University Dorothy Anderson – October 19, 2014 »» St. Edwards University Glenda Earwood – February 5, 2015 »» High Point University Sandrea Williamson – April 10, 2015 »» St. Anselm Alice Kaylor - October 25, 2015 10. Selected Wendy Stankovich of University of Wisconsin - Platteville as the 2015 Outstanding Advisor of the Year

2015 Annual Report

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2015 Annual Report

President Susan Huffman reviewed what was happening in 1924 when Dean Maria Leonard founded the Society at the University of Illinois. Executive Director Glenda Earwood highlighted some of the ALD accomplishments which occurred since the 75th anniversary. Some of these highlights are sprinkled throughout this FY15 ED Annual Report as it is the last one I will write. Dr. Herman â&#x20AC;&#x153;Butchâ&#x20AC;? Hill announced that a 36th Trow scholarship would be added and named in honor of long time Maryland advisor, Dr. Kathy Beardsley.

ALD celebrated her 90th anniversary throughout 2014. One of the highlights of the anniversary was the 90th anniversary banquet attended by numerous former officers, fellowship winners, and National Council members at the Palmer House Hilton in Chicago. Vice President Lisa Ruch entertained guests with her skills at piano. Acquaintances rekindled and new friends were made as Editor Mike Nichols gathered people for photos. A slide show with lots of memories from the past ran throughout the event.

The 90th Anniversary Banquet in Chicago

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OFFICE TRANSITION In the spring of 2014, a very important decision about the future of ALD was made. After a national search netted over 50 candidates, the search committee chaired by President Susan Huffman and composed of Herman “Butch” Hill, Mike Nichols, Amber Gombash, and Jim Stemler met in Columbus and interviewed four candidates. Selected as the top choice, Eileen Merberg has worked at several higher education institutions and most recently was employed by Buffalo State College. Throughout the year there has been much communication between Eileen Merberg and the Georgia staff. The 2015 training plans are much more involved than the five days I spent with Barbara Quilling and the less than 24 hours that Carolyn Raines spent in the Muncie national office 18 years ago. Eileen came to Macon to see the office in September 2014 and will return for three days during the audit in June, 2015. Eileen advertised two positions in the Rochester area, Bookkeeper and Director of Communication. There were 61 applicants for the Bookkeeper position and 53 applicants for the Communication position. All resumes were thoroughly reviewed, and four candidates for each position were invited to interview. Eileen met with candidates, then followed up with a comprehensive reference check, speaking to at least three references per candidate. The Bookkeeper position was offered to and accepted by Nancy Schneller, and Trish Dillenbeck will be the new Director of Communication. Eileen contracted with HR ProFile, an employment screening company based in Cincinnati, OH, to run background checks on both Nancy and Trish. This included a federal search, national criminal database, statewide records check, and a violent sex offender search. Both candidates cleared all checks. See Appendix G for a brief bio of Nancy and Trish. Nancy Schneller will come to Macon on June 14 and spend two days with Elaine Robinson. Trish Dillenbeck will be at the Birmingham National Council meeting taking minutes. Trish will drive back to Macon with Elaine or Glenda and help pack the computer equipment in the Macon office. Time Warner Cable has been contracted to install new phone lines and internet service in the new space, starting June 1. We are transferring the 1-800 number (800-9ALPHA1) to Fairport, but the switch will not take place until July 3.

FIG 1

The national office will be loaded into a moving van on Wednesday, July 1, 2015 and arrive in Rochester on Friday, July 3rd. The national office should be ready for business sometime during the week of July 6–10.

Type

Cost pp

Cost/month

Cost/Annual

Health

$404.62

$1,213.86

$14,566.32

Dental

$25.57

$76.71

$920.52

Vision

$16.95

$50.85

$610.20

HSA

$2,100.00

$6,300.00

TOTAL

$22,397.04

DBL

$3.80

$11.40

$136.80

Life

$3.00

$9.00

$108.00

Property

Workers Comp

*still waiting on these, costs will be similar to current policy

Health Insurance and Health Savings Accounts for New York It was briefly considered to not offer health insurance at all to employees, but rather offer each employee a sum for their fringe benefits package. This option was eliminated due to concerns about the tax implications to the employee, and the ease and affordability with setting up a small group health insurance plan in New York State. Eileen shopped around with several Rochester-area brokers for health insurance. Possibilities included a variety of plan options: • Copay plan – Member pays a set amount depending on what service they need. • Hybrid Copay and Deductible plan – There is a deductible on the plan where members must pay a certain amount out of their pocket before the insurance carrier will cover a portion. Some services are not subject to this deductible and would be covered by a copay immediately. • High Deductible Health Plans (HDHP) –

2015 Annual Report

There is a deductible for all services that the employee must meet before the insurance carrier will share in the cost. After the member meets the deductible, there is a usually a copay (flat dollar amount) or coinsurance (percentage of the total cost) that the member must pay for services We selected the SimplyBlue Plus Gold 9 plan, due to its affordability to Alpha Lambda Delta and its generous support for the health of employees. The monthly premium for this plan is $404.62 monthly per person, for a total of $1,213.86 per month. An affordable Dental and Vision plan was also identified, at a total annual cost for all three employees of $920.52 for dental and $610.20 for Vision. In addition, a Health Savings Account (HSA) of $2,100 annually will be established for each employee, which employees can use to meet the insurance deductible. The total annual cost for health insurance will be $22,397.04.

TIAA-CREF Retirement Plan In 2010, the IRS started requiring all ERISA compliant organizations to file their Form 5500 electronically and provide significant financial information. Previously, this form was just a form that ALD provided a retirement program for full-time employees. The auditors completed the new Form 5500 and will do so again this year. One of the requirements of the ALD TIAA-CREF policy is that new ALD employees must be employed for 12 months before they qualify for the TIAA-CREF retirement plan. The exception to this is if the employee is already a TIAACREF participant. This policy will impact the new ALD employees.

Key Membership Moments FY00/01

General Statistics - FY14 vs. FY15 FY2014

FY2015

Members

31,254

28,508

Chapters

276

279

Value - PFF

$4,256,788

FY06/07

10% increase from 26071 to 28637

FY09

In 2009, the fiscal year closed with a total membership of 30,329 including 30,130 paid members, 162 (up from 138 in FY08) honorary members and 37 (up from 32 in FY08) free members. This was an increase of 1415 members over the 28,715 paid members in FY08 â&#x20AC;&#x201C; an increase of 4.9%!

FY10

The FY2010 total membership was 30,282 which included 30,018 paid members, 146 honorary members and 118 free members. The increase in the number of free members probably reflects the economy.

FY11/12

Implemented the MHS online registration system â&#x20AC;&#x201C; 9% increase from 30787 to 33,678 During the 90th anniversary year, ALD passed the one million mark in the total number of members. Jennifer Wood was inducted as the 1 millionth member in May, 2014 at Ohio University.

FY11

The FY2011 membership was 30,787 paid members, 159 honorary members and 132 free members for a grand total of 31,078. (Appendix A).

FY12

The FY2012 membership was 33,678 paid members, 154 honorary members and 35 free members for a grand total of 33,867. (Appendix A). This is an increase of 9.5% over FY11 and reflects the success of the online registration system (MHS), the increase in the number of students eligible for membership, the addition of seven new chapters, and nine chapters which initiated 0 members last year and initiated 802 students this year.

FY13

The FY2013 membership was 31,064 paid members, 144 honorary members and 26 free members for a grand total of 31,234. (Appendix A). This is a decrease of 7.8% from FY12 (which was an increase of 9.5% over FY11) and reflects the success of the online registration system (MHS), the

2015 Annual Report

FIG 2

18% increase from 22264 to 26346 Why? ALD quit looking at the competition and began to look at what ALD could offer (spurred by Margie Wade and Pat Graham) and conducted a chapter experiment where the national office did the mailing for several chapters

decrease in the number of students eligible for membership, the addition of two new chapters, and three reactivated chapters. The FY2014 membership was 31,253 paid members, 154 honorary members and 21 free members for a grand total of 31,429. (Appendix A).

FY15

The FY2015 membership was 28,508 paid members, 137 honorary members and 33 free members for a grand total of 28,521. This is down from FY2014; the decline can be somewhat attributed to the loss of a staff member in April and concentrating on the office transition (Appendix A).

FIG 3

FY14

MEMBERSHIP

Selected Chapters with Significant Increases Chapter

FY2015

FY2014

% Increase

William Penn University

700%

The Ohio State University

240

353%

Wright State University

283%

Buffalo State College

267%

University of Cincinnati

542

160

239%

University of Georgia

162

238%

Texas Wesleyan University

175%

Univ of Louisiana - Lafayette

193

138%

Univ of Mass - Amherst

298

139

114%

Heidelberg College

114%

Birmingham Southern

84%

*Bolded chapters used MHS

FY11 In FY11 more chapters (119) increased in membership than decreased (102). Even though the total increase was 9.5%, more chapters (113) decreased in membership than increased (105). However, 24 of the 38 GOLD (50%+) Delta winners used the MHS system and some had HUGE increases in membership. In FY2012, six new chapters were installed and one chapter (Northern Kentucky University) was reactivated.

FY12

In FY2012, 132 chapters used the MHS system, 22,010 of our new members or 65% were inducted through MHS (11,668 were inducted via the traditional method).

FY13

In FY2013, 153 chapters used the MHS system, 23,650 of our new members or 76% were inducted through MHS (7,440 were inducted via the traditional method).

FY14

In FY2014, 153 chapters used the MHS system, 23,650 of our new members or 76% were inducted through MHS (7,440 were inducted via the traditional method).

FY15

In FY2015, ??? chapters used the MHS system, ???of our new members or ??% were inducted through MHS (??? were inducted via the traditional method).

FIG 4 6

FY09 In FY09 more chapters (117) increased in membership than decreased (108). Eight chapters had no change in membership. In FY10, the opposite was true; 139 chapters decreased in membership while 114 increased. Three chapters had no change in membership.

Membership Increase

FY15

FY14

FY13

FY12

Delta Gold (50% +)

Delta Silver (25%-49%)

Delta Bronze (10%-24%)

Alpha Gold (90%+)

Alpha Silver (80%-89%)

Alpha Bronze (70%-79%)

ALPHA AND DELTA AWARDS Since 2001, the National Council has been recognizing chapters for significant increases in chapter membership. These awards have been based on percentage increases from the previous year. In 2008, the National Council decided to add an award for percentage yield. The membership increase award (Chapter Membership Award, prior to FY09) will be known as the Delta Award, (Delta Gold, Delta Silver, Delta Bronze). The membership yield award will be known as the Alpha

2015 Annual Report

Award (Alpha Gold, Alpha Silver, Alpha Bronze). During the summer of 2012, winners of the Delta Award received a large poster with the Alpha Lambda Delta crest. The Alpha Award winners received a scrapbook which could be used to apply for the Order of the Torch Award. These awards were not received with enthusiasm During August of 2013 and 2014, winners of the Delta Award and Alpha Award received discounts at the ALD store which could be used in the fall. The discounts were $75 for a gold Alpha or Delta award, $50 for a silver Alpha or Delta award and $25 for a bronze Alpha or Delta award. The winners of the Alpha and Delta Awards are listed in Appendix B.

OnLine Registration MY HONOR SOCIETY In the spring of 2010, I talked with Dennis Organ of Alpha Chi and found out Alpha Chi was beta testing an online registration system using ARELLO. Lee and I did some investigating to find out what other honor societies were doing with online registration and discovered that most honor societies were hunting for a company or using a large data base company. Lee also interviewed Will Grindle at the University of Texas who had spent two years developing an online registration system. Finally, Lee talked with the IT department at ARELLO and viewed their MyHonorSociety.com. Lee was very pleased with this system; I investigated the pricing and we used the new system with about 15 societies in beta test in spring, 2011. FY12

132 chapters used the MHS system, 22,010 of our new members or 65% were inducted through MHS (11,668 were inducted via the traditional method).

FY13

152 chapters used the MHS system, 22,010 ??? of our new members or 65% ??? were inducted through MHS (11,668 were inducted via the traditional method).

FY14

153 chapters used the MHS system, 23,650 of our new members or 76% were inducted through MHS (7,440 were inducted via the traditional method).

FY15

158 chapters used the MHS system, 21,497of our new members or 76% were inducted through MHS (6950 or 24% were inducted via the traditional method).

MHS Costs In 2012, the total charge for PayPal Fees that national Alpha Lambda Delta paid was $30,013. This is roughly 2.2% + $.30 per transaction. We paid ARELLO $26,233 which also includes the cost of the new website (est. $7500). The ARELLO costs will decrease next year to $.85 per new member. In 2013, the total charge for PayPal Fees that national Alpha Lambda Delta paid was $34,037. This is roughly 2.2% + $.30 per transaction. We paid ARELLO $19,095. Because of the volume of credit card transactions, we will look for another credit card vendor during the summer to see if we can decrease our credit card expense. We looked at other credit card companies in summer 2013 and after much consideration decided to use CO-CARD/ Authorize.net because we anticipated a significant savings. The contract with CO-CARD reduced credit card processing fees from 2.2% + $.30 per transaction with PayPal to 1% + $.15 per transaction with Co-Card. However, there were hundreds of dollars of processing fees with Co-Card which caused us to threaten to cancel the contract in February. Co-Card reduced their fees to .59% + $.10 per transaction. Early in the busy season of 2015, we had major issues with credit cards of international students. Students who were using credit cards which originated in a foreign country were declined. Of particular problem was at the University of Southern California where the faithful ALD advisor, Kris Guzman, used her personal credit card to assist international students in joining ALD. Lee consulted CO-CARD and talked with our account representative, Todd Faircloth and the problem went away. My advice for the new office is to continue to look for a credit card processing company which will work seamlessly with the MHS system built by ARELLO and to be much less concerned about cost and more concerned about student convenience.

2015 Annual Report

COCARD vs PAYPAL We looked at other credit card companies in 2013 and after much consideration decided to use CO-CARD/Authorize. net because we anticipated a significant savings. The contract with CO-CARD reduced credit card processing fees from 2.2% + $.30 per transaction with PayPal to 1% + $.15 per transaction with Co-Card. However, there were hundreds of dollars of processing fees with Co-Card which caused us to threaten to cancel the contract. Co-Card reduced their fees to .59% + $.10 per transaction, but I am still not sure this is a better financial deal for ALD.

FIG 5

After considerable study, we moved to COCARD in August; the new system worked fine through the fall, but when the volume increased in January/February we ran into some customer service problems. After talking with ARELLO and our COCARD rep, Todd Faircloth, most of the issues disappeared. COCARD will not accept credit cards from outside of the United States; this caused some difficulty for international students.

Total orders processed FY2007

598

FY2008

595

FY2009

608

FY2010

542

FY2011

605

FY2012

710

FY2013

674

FY2014

683

FY2015

651

ADMINISTRATION When the national ALD office moved from Muncie, Indiana to Macon, GA, the ALD office had a staff of three full time and two part time employees. After 17 years in Macon, GA and TREMENDOUS changes in technology, ALD has a national office staff of three full time and two part time students. The national office has gone from typing, proofing, and printing about 18,000 certificates in 1997 to an online registration system where new members enter their own names, pay local and national dues with a credit or debit card and the national office prints the certificates and sends the chapter a check for local dues. Elaine Robinson started work for ALD in August 2009. Elaine had over 30 years of experience in the insurance industry and had been laid off during the 2008 recession. After waiting for 18 months to see if she would be rehired in the insurance field, Elaine committed to a change in career direction and began working for Alpha Lambda Delta. Elaine has been a blessing in every way!

Elaine has handled the MHS online registration system extremely well and provided SUPERB customer service. The new system increased Elaine’s workload threefold. Managing credit card downloads and fees, computing local dues, writing checks for the chapters for local dues were new items for 200 chapters in addition to the 75 chapters who sent membership lists the “old” way. The other workload increase involves contacting chapters that fail to cash local dues or workshop travel checks and contacting chapters who owe money. Elaine has been very, very successful at collections which reflects in the low accounts payable in the audit. We could not have moved to the My Honor Society online registration system if we did not have Lee Greenway and Elaine Robinson on staff. We could not maintain an online registration system and give superb customer service without the assistance of Mercer students Christie Hutchison and Justin Mashburn. Both students have graduated and made career choices. Justin is working in computer security and Christie is taking her engineering skills to Mali to spend two years in the Peace Corps.

REPRESENTING ALPHA LAMBDA DELTA Thanks goes to the great volunteers for Alpha Lambda Delta who installed new chapters and made Order of the Torch presentations. Alpha Lambda Delta is very, very fortunate to have such willing and competent volunteers. Order Of The Torch University of Houston – Downtown – Glenda Earwood University of South Carolina – Glenda Earwood Xavier University – Susan Huffman North Carolina A&T State University – Sharon Emerson-Stonnell University of Wisconsin – Eau Claire – Michelle Gross New Chapter Installations Keystone College – Karen Amrhein – September 20, 2014 Westminster College – Susan Huffman – October 14, 2014

2015 Annual Report

Wilkes University – Dorothy Anderson, October 19, 2014 St. Edwards University – Glenda Earwood, February 5, 2015 High Point University – Sandrea Williamson, April 10, 2015 St. Anselm – Alice Kaylor, October 25, 2015 Travel Plans For Fy16 ACHS 2016 – Savannah, Eileen Merberg and Susan Huffman FYE 2016 – Orlando, Eileen Merberg

LEADERSHIP/ACTIVITIES WORKSHOP – Minneapolis The Crowne Plaza Northstar was the location for the 2014 Leadership Workshop on October 24-26. Almost 200 people participated in the workshop. Jullien Gordon, co-author of 101 Things to Do Before You Graduate delivered the keynote speech on Friday evening. The Saturday afternoon activity options ranged from the Mall of America to the Basilica of St. Mary to the Walker Art Center and riverfront district. The national service project benefitted Sharing and Caring, a project which helps the homeless in Minneapolis. Dr. Glenda Earwood led the Friday evening icebreakers. Dr. Susan Huffman met with the advisors on Friday evening.

Kevin Dougherty of UCLA gave a great Outstanding Advisor speech at the Awards Banquet followed by Esther Grabois who taught dance at the last Minneapolis workshop in 2007.

National Leadership Workshop FY13

FY14

FY15

San Antonio

San Diego

Minneapolis

Attendees

184

179

183

Students

137

133

131

Professional

Chapters

Future Meetings 2015

Hyatt Regency – Birmingham – June 24 – 28 - $130

2015

Buena Vista Palace – Orlando – October 23 – 25 - $124 per night F & B minimum = $15,000

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FIG 7

A summary of the workshop evaluations has been distributed to the Chapter Relations Committee. The Crowne Plaza Northstar in Minneapolis was much more reasonably priced than the Sheraton in San Diego.

Workshop Sites 1998 Denver 1999 St Louis 2000 Washington, DC 2001 Orlando, Delta Orlando Resort 2002 Indianapolis 2003 Anaheim 2004 Kansas City 2005 Nashville –Wildhorse Saloon 2006 Boston 2007 Louisville 2008 Anaheim 2009 Minneapolis 2010 Orlando 2011 Charlotte, NC 2012 San Antonio 2013 San Diego 2014 Minneapolis

FIG 6

Interest sessions were held on Saturday morning. • My Honor Society: Using ALD’s Online Induction Management System • Winning ALD Awards • No More All-Nighters: How To Achieve More, Stress Less, & Stop Procrastinating • What Would You Do? Case Studies in Chapter Leadership • Social Programming • Spicing Up Your ALD Meetings: Improving Member Engagement • Service to Others • Recruiting and Engaging New Members • Advisor’s Interest Session • Social Programming

National Council 2000 Williamsburg 2001 Salt Lake City 2002 New Orleans 2003 Baltimore 2004 Nashville 2005 New Orleans 2006 Boston 2007 Minneapolis 2008 Atlanta - Buckhead 2009 St. Louis 2010 Savannah 2011 Portland 2012 New Orleans 2013 San Francisco 2014 Chicago 2015 Birmingham

NATIONAL SERVICE PROJECT Since 2003 in Anaheim, Alpha Lambda Delta students have been helping people during the annual leadership workshop. The first beneficiary of this effort had an amazing connection to ALD. Rachel Garza tried to find a Children’s Home in the LA area that needed books. From all the Children’s Homes in this area of California, Rachel connected with someone who had a connection with National Alpha Lambda Delta. Anne Kerr wrote the grant to start the library for this children’s home; Anne was also the niece of ALD’s first paid Executive Director, Mary Jane Stevenson… AMAZING! For over a decade, Alpha Lambda Delta has helped a number of non-profit organizations including the Seabird Sanctuary, Louisville Youth Sports program, San Antonio Homeless Shelter, San Diego Youth Homeless Shelter, Minneapolis Humane Society, a library in Mississippi destroyed by Hurricane Katrina with children’s books, Kanstruction in Kansas City to help a food bank, Boston Urban Debate League, and several homeless shelters.

EXPANSION ALD installed 83 new chapters since the 75th anniversary through the work of many faithful volunteers! Dottie Anderson 11 chapters since 1999 - Univ of Scranton, Washington & Jefferson, Cazenovia College, California Univ of PA, Cabrini College, Ramapo; Philadelphia Univ, Stockton of NJ and Delaware Valley, Wilkes and Keystone College Susan Huffman 10 chapters since 1999 – Judson College, Franklin College, Bennett College, Northern Michigan University, North Central , Buffalo State, Oakland, California State University – San Marcos, Fontbonne in St. Louis, and Westminster (MO) Butch Hill

5 chapters - Youngstown State, Cleveland State, West Virginia Univ, SUNY-Fredonia, Baldwin-Wallace

Jim Stemler

4 chapters –California Polytech State – Pomona, Central Washington, Univ of WA – Tacoma, and the prize for travelling the greatest distance to install a chapter – Hawaii Pacific

Mike Nichols

Started chapters at the Univ of KY, Eastern KY, and Transylvania and reactivated Northern Kentucky –

Lisa Ruch

3 chapters - Univ of Maine at Farmington; Dominican College in a tornado; IUPU - Columbus

Kathy Beardsley Central Connecticut State, and Hood College Alice Lanning

Washburn Univ of Topeka; Univ of Central Arkansas and worked hard to get Southern Nazarene back to active status.

Michelle Gross

Univ of Wisconsin – Milwaukee

Sharon Emerson-Stonnell Art Institute of Washington DC Sandrea Williamson

Norfolk State, as well as help with her alma mater Johnson C. Smith

Glenda Earwood 19 chapters The Manzanares family has an entire family of ALD members. In 1999, a young student from Trinity University named Charlie Manzanares became a Student Council Member at Large. Later Charlie awarded Olympic gold medal winner, Kerri Strug, a gift from ALD after she spoke at the 75th anniversary St. Louis workshop. Now he is Dr. Charlie Manzanares – doing important things in economics. Charlie influenced his parents, Deborah and Carlos Manzanares, to reactivate the Baylor University ALD chapter. Youngest daughter Chistine was not to be left out. Christine started a chapter of ALD at Southwestern (TX) and her mom, Deborah served as the installing officer. The Society has and will install six new chapters: • Keystone College – Karen Amrhein – September 20, 2014 • Westminster College – Susan Huffman – October 14, 2014 • Wilkes University – Dorothy Anderson – October 19, 2014 • St. Edwards University – Glenda Earwood – February 5, 2015 • High Point University – Sandrea Williamson – April 10, 2015 • St. Anselm – Alice Kaylor – October 25, 2015

2015 Annual Report

Expansion Prospects • • • • •

California State University – Bakersfield, Wilkes (PA) Northern Illinois Univ. of Vermont Rhode Island College - 3.5 Society Metropolitan State College of Denver

Eileen has had some contact with Stony Brook University in Long Island, NY and City College, also in the New York City area. Other prospective campuses, based on conversations and connections with colleagues and friends, include Cal Poly – San Luis Obispo, Michigan State, Sonoma State University, and Rochester-area schools such as the University of Rochester, RIT, St. John Fisher College and Nazareth College. Eileen’s goal is to install at least six chapters in the next year.

Expansion Conference Opportunities Freshman Year Experience – In February, Lee Greenway and I flew to Dallas to attend the Freshman Year Conference. The most useful tools were a Participant List and the Conference Program. Due to the lack of traffic in the exhibit hall, we did not have many contacts. I still believe FYE is the best conference for ALD to attend, but the location of the exhibit hall is critical for exposure. There may be a trend to move chapter advising responsibilities back to Honors Programs. I have attended the NCHC meetings every other year, but ALD may want to increase its presence at NCHC. In November 2015, NCHC will meet in Detroit.

CHAPTER Concerns About 10% - 12% of our chapters do not hold an initiation in a year. The names of these chapters change from year to year. We have been cautious in placing a chapter on inactive status and have only taken that step when there appears to be no hope of re-activating the chapter. At the May 2015 spring exec meeting, we decided not to recommend placing any chapters this year on inactive status to give the new Executive Director a chance at finding life in those chapters. Appendix E lists the names of 17 chapters who had not initiated as of May 15, 2015 and did conduct initiation ceremonies during FY14. There are also 12 chapters that appeared on the Concerned Chapter list last year. Also included is a list of 12 chapters with very low numbers.

LATE Additions In FY2013 we continued to offer the My Honor Society system for online membership registration which includes a grace period for late joiners. We did discover a system limitation which does not allow an advisor to assign a dues bypass code in the late acceptance period. We have requested the vendor to add this capability but, until that is available, we have a manual procedure in place. We processed 150 late joiner transactions through MHS for 105 chapters for a total of 1017 new members (average = 9.69). We processed 78 late joiner transactions for 56 chapters who did not use MHS for a total of 301 new members (average = 3.86). There were 9 chapters who used MHS but who also sent in a manual membership list for a total of 413 additions. We processed 33 manual tranactions for 28 chapters whose MHS late accepance period had expired or had a dues bypass situtation for an additional 86. The processing of late additions has become more time consuming due to some of the chapters having to use both the MHS and manual system for late joiner orders. In FY2014, we processed a total of 277 late joiner transactions. Of the 277 transactions, 166 of those were for the 121 chapters who used MHS for a total of 1171 new members (Average = 7.05). The remaining 111 were for the 73 chapters who did not use MHS for a total of 253 new members (Average = 2.28). Included in those 73 manual chapters, were 23 chapters who needed to add late joiners manually because their MHS late acceptance period had expired. These 23 chapters added 54 members. In FY2015, we processed a total of 249 late joiner transactions which added 1294 members. Of the 249 transactions, 173 of those were for the chapters who used MHS for a total of 1058 new members (Average = 6.12). The remaining 76 transactions were for the chapters who did not use MHS for a total of 236 new members (Average = 3.11). There were

2015 Annual Report

FIG 8

Chapter Anniversaries (Years) 2014

2015

FIG 9

19 chapters who needed to add late joiners manually because their MHS late acceptance period had expired. These 19 chapters added 36 members. Due to the number of new members gained as “late” joiners national ALD must continue to offer this service.

Advisor and Chapter Recognition We also sent 98 letters of praise to the supervisors of chapter advisors. These requests came from 39 different institutions. Advisors seem to appreciate having a letter mailed to their supervisor regarding their volunteer activity with ALD.

Total

We sent 27?? letters to supervisors of chapter advisors who came to the ALD workshop in Orlando. Chapter Anniversaries In FY06, 48 letters containing congratulations and suggestions for celebrations were mailed to chapters having significant anniversaries (5 year, 10 year, 15 year, etc). In FY07, 31 chapters celebrated, and in FY08, 49 chapters reached a significant anniversary. In FY09 and FY10, 32 and 41 chapters reached significant anniversaries, respectively.

Advisor Anniversaries and Gifts FY13

FY14

FY15

5 Year - Medallion

10 Year - Pen

15 Year - Book

20 Year - Clock

25 Year - Plaque

30+ Year - Rosewood Plaque

Plaque Elizabeth Nott of Brenau University was presented with a 30 year plaque and Dr. Steve Ryan of Austin Peay State University was presented with 35 year plaque. That is an AMAZING number of years of service to Alpha Lambda Delta. Outstanding Advisor Wendy Stankovich of the University of Wisconsin - Plattevile was selected Outstanding Advisor of the Year. Wendy has been advisor of the Wisconsin – Platteville chapter since 2005. Wendy has attended many of the ALD Workshops. The nomination form for Outstanding Advisor this year was online (emailmeform) and did generate a few more nominations. Executive Director Earwood asked if removing the letter of recommendation requirement from the nomination form might improve

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the submission rate; Lee Greenway noted that without the letter of recommendation requirement, the nomination form could be completed via an online form. The winning chapter received a check for $200. In Chicago at the National Council meeting, Earwood presented her selections for 2014 Executive Directors’ Advisors of the Year:

• • •

Deborah Manzanares (Baylor) Carrie Arnold (University of Colorado – Colorado Springs) Lynn Breyfogle (Bucknell) Emily Borthwick-Wong (Northern Arizona) Linda Fair (University of Arkansas – Fort Smith)

The FY15 ED Advisors of the Year will be announced at the 2015 National Council meeting in Birmingham. Order of the Torch During FY14 the Order of the Torch Award was presented to: •

• • •

The FY14 winners of the Maintaining the Flame Award were mailed letters and patches during July 2014: • • • • • • • • • • • •

Bowling Green State University Dickinson College California Univ. of Pennsylvania IUPUI UCLA Univ. of Connecticut Univ. of Maryland Morningside College Purdue Univ. St. Vincent College Univ. of Texas – Austin Western Michigan Univ.

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North Carolina A & T State Univ

FY09

Ms. Paula Steuttgen

Univ of Wisconsin-Eau Claire

FY10

Dr. Alice Lanning

University of Oklahoma

FY11

Dr. Marty Knepper

Morningside College

FY12

Dr. Mike Nichols

Transylvania University

FY13

Ms. Lisa Ruch

IUPUI

FY14

Dr. Kevin Dougherty

UCLA

FY15

Ms. Wendy Stankovich

Wisconsin - Platteville

Order of the Torch Applicants and Recipients Applicants

Recipients

FY15

FY14

FY13

FY12

FY11

FY10

FY09

FY08

FY07

FY06

Order of the Torch Baylor University California University of Pennsylvania Georgia College Hood College IUPUI Morningside College Oakland University Otterbein University University of California – Los Angeles University of Central Arkansas University of Cincinnati University of Connecticut University of New Haven University of Oklahoma University of Southern California University of Texas – Pan American Western Michigan University

FIG 12

The included institutions have submitted scrapbooks for Order of the Torch and Maintain the Flame 2014-2015.

Ms. Sandrea Williamson

FIG 11

•

University of Houston – Downtown – Glenda Earwood University of South Carolina – Glenda Earwood Xavier University – Susan Huffman North Carolina A&T State University – Sharon Emerson-Stonnell University of Wisconsin – Eau Claire – Michelle Gross

FY08

FIG 10

• •

OUTSTANDING ADVISORS

FIG 13

The committee voted to raise the number of Torch winners presented every year, to keep the number of awards in scale with the increase in the number of chapters. The number of Torch awards was established by the National Council and placed in the Bylaws. The Torch Committee recommended removing this section from the Bylaws and to place control of the number of awards in the hands of the Council.

Order of the Torch Baylor University California University of Pennsylvania Georgia College Hood College IUPUI Morningside College Oakland University

Motion 3: To call for a vote of the chapters to remove Statute IX from the Bylaws and to grant the National Council full control of the Order of the Torch awards. Proposer: Order of the Torch Committee Vote: Unanimous. Motion carries.

Otterbein University University of California – Los Angeles University of Central Arkansas University of Cincinnati University of Connecticut

This motion was included with the ballot for Student and Professional Council Members at Large and approved by the chapters in February 2013.

University of New Haven University of Oklahoma University of Southern California University of Texas – Pan American

Fellowships, Scholarships, and Loans

FIG 15

FIG 14

Western Michigan University

Maria Leonard Senior Book Award

Maria Leonard Senior Book Awards Year (Book)

Chapters

Books

FY15 (America's Parks)

116

FY14 (Visions of Earth)

109

FY13 (100 Cities of the World)

115

FY12 (Nat'l Geo. - Greatest Photographs)

105

Senior Certificate Orders Year

Number

Chapters

FY2015

554

FY2014

469

FY2013

797

FY2012

741

FY2011

580

Until 2012, we ordered books through Books a Million. The local store let us borrow 8 to 10 books to bring to the Council meeting for your upclose examination; you selected a book; we placed the order and picked them up at the local Books a Million store. In 2012, we used a custom book company (Impact Books) which put the ALD logo on the front of the book cover. Although it sounded like a good idea, it really didn’t capture the promotion that I thought it would achieve (e.g. the ALD logo was lost in the busyness of the book cover). In the past, we ordered 150 books and often had lots of senior books left over. In 2012, I ordered 125 books and we ran out of books in early May. In 2012, I asked Mike Williams, the sales rep for Custom Books (formerly Impact Books) to send us a list of his recommendations. One of the disadvantages of this method is not being able to see the book as a group and discuss the pros and cons. In April, 2013, Mike Williams sent a list of book recommendations; however, I only found two of the books at the local Barnes and Noble.

2015 Annual Report

In FY2013, we ordered 135 books (100 Cities of the World) at a price of $10.19 each for a total of $1376. There was no shipping charge. There were 11 books left over. We shipped 115 books for 87 chapters. FY2014 the Maria Leonard Book Award was Visions of Earth. We bought 125 copies at $24.80 per book for a total of $3100. Very few books remain. The Fellowship Selection Committee selected America’s Parks for the 2015 Maria Leonard Senior Book Award. America’s Parks Hardcover, 384 pages 135-150 copies @ $37.20 ($22.80 off retail, You Save 38%) Free Ground Shipping and No Sales Tax Total @ $5,022.00 (135 copies) Total @ $5,580.00 (150 copies) I ordered 135 copies and we have fewer than 10 left. This book was TOO LARGE, hard to ship. Eileen will bring sample books to Birmingham for review by the Fellowship Committee to be ordered for FY2016.

NOMINATIONS AND BY-LAWS We received five applications for the Student Member at Large position by the December 15th deadline. The nominations committee selected Will Covington of the University of Colorado – Colorado Springs. The terms of Michelle Gross, Karen Amrhein, and Caitlyn Dailey expire in June, 2015. 2013

Vice President for Chapter Relations (Lisa Ruch, 2013-2016) Council Member at Large (Professional – Sharon Emerson-Stonnell, 2013-2016) Council Member at Large (student – Natasha Hongsmeier, 2013 - 2016)

2014

President-Elect (Huffman, 2015-2018) Vice President for Finance and LRP (Hill, 2014-2017) Council Member at Large (David Tindall, 2014 - 2017) Council Member at Large (Will Covington, 2014 – 2017)

The call for nominations was sent to all ALD chapter advisors by e-mail in the spring by Christie Hutchison and received considerable interest. The Nominations Committee will be considering: 2015

Two (2) Professional Members at Large – June 2015 One (1) Student Member at Large – December 2015

Council Members after June 28, 2015 • • • • • • • •

Susan Huffman – Purdue Lisa Ruch – IUPUI Herman “Butch” Hill – Ohio University Sharon Emerson-Stonnell – Longwood University (VA) David Tindall – Oakland University – (MI) Will Covington – University of Colorado – Colorado Springs Mike Nichols - Lexington, KY Natasha Hongsmeier – Morningside

Publications and Website Technology has played a key role in the changes taking place in higher education and with Alpha Lambda Delta. In 1997, Alpha Lambda Delta started a website – maybe the first honor society to have a website. ALD had 4000 hits in 1999; this year we had over 85,000 visitors to the ALD website and that doesn’t count the activity on social media sites such as Facebook and Twitter. The original ALD website was developed by a Mercer student who went on to work for UPS and Security First Network Bank, the first internet bank. Justin Mashburn managed the ALD Facebook and Twitter accounts as well as his studies at Mercer University until his recent graduation.

2015 Annual Report

FIG 16

The FLAME The FLAME, Production Costs Year

Quant.

CPU

Printer

Shipping/ Other

Total

2010

27,400

.47

$19,058

$6,173

$12,884

2011

27,000

.477

$18,587

$5,702

$12,885

2012

28,000

.455/.29

$19,127

$5,905

$12,288

2013

25,000

.455

$14521

$5,759

$20407

2014

30,000

.55

$16,363

$13,332

$29824

2015

27,000

.59

$16,370

$9440

$25,810

For the 75th anniversary, ALD published the 75th anniversary history of Alpha Lambda Delta thanks to the hard work of Dr. Mike Nichols who has served as Editor of The FLAME magazine all but two years since the 75th anniversary. In fact, Omicron Delta Kappa liked the ALD history publication so much that they drafted Mike Nichols to write their 100th anniversary history book.

Editor Mike Nichols and Lee Greenway combined efforts to produce the 2015 magazine. Watkins Publishing in Columbus, OH has been printing The FLAME since 2006. They have been so impressed with The FLAME that they featured the ALD magazine in their recent advertising brochure. In 2010, after running out of The FLAME, we posted a digital copy of The FLAME on the web at a cost of $240. Christie Hutchison posted a digital copy of the Flame on the www.nationalald.org site in mid-April, 2015. ALD Facebook On February 23, 2012, the National Office launched a Facebook Page for National ALD. The Page is linked from every page of the nationalald.org website. On the Facebook Page, users are able to: • • • • • •

Exchange ideas using Discussion Boards Contact other “fans” via Facebook messaging Contact the National Office Upload photos and videos to share with other “fans” Write wall postings and notes for other “fans” to read Post links to external websites of interest to other users

Additionally, Facebook allows Page administrators to contact all of a Page’s “fans” with updates; these updates appear in users’ inboxes. In FY12, we assigned the task of serving as the social media “director” to Justin Mashburn, a Mercer freshman. Justin took this task very seriously and monitored the ALD FB page between classes, while on spring break, etc. Justin attended the Minneapolis and San Diego workshops and co-facilitated the sessions on social media with Butch Hill. This interaction with ALD members prompted more activity on FB, Instagram, and Twitter! Justin graduated from Mercer University this spring and has a job in the internet industry with cyber security.

Budget & Finance After a decade of identity theft and financial scandals, the pendulum has swung toward transparency, accountability and enhanced record-keeping. This trend has shown up in new regulatory requirements by the IRS (a new Form 990 and a requirement of filing an electronic Form 990-N by the chapters), new auditing standards which require more pre-audit explanation of procedures, and a modification of reporting and plans for retirement packages such as TIAACREF. This trend is likely to continue which is another reason I am glad that a person with Elaine Robinson’s character, experience, and work ethic has been employed by ALD. Elaine Robinson is the most experienced person ALD has ever had in the Bookkeeping/Executive Assistant position and therefore, I am very confident in our financial records. Audit After spending $19,500 for the 2009 audit by MMM, I was delighted to receive an invoice of $10,500 for the FY10 audit from Lamb and Braswell. They agreed to conduct the FY11 audit for $11,000. We signed a two year contract with

2015 Annual Report

Lamb & Braswell for $11,000 for FY12 and FY13 and another two year contract with them for FY14 and FY15 for $11,500. The National Council also voted to use Lamb & Braswell to conduct the FY16 audit in New York.

Budget and Surplus, general Budgeted Members

Actual Members

Surplus

FY04

22,000

25,521

$183,458

FY05

22,000

25,294

$141,767

FIG 17

Motion 2: To approve the 2014 audit, FY06 22,000 26,233 $205,945 prepared by Lamb and Braswell, LLC FY07 23,500 28,673 $219,330 Proposer: Finance Committee Discussion: FY08 25,000 28,885 $180,426 • VP Hill presented the Opinion of the FY09 25,000 30,130 $204,322 auditors: the audit presents fairly and FY10 25,000 30,018 $177,548 in all material aspects the accounting FY11 25,000 30,787 $204,522 of the organization, and reflects the transparency of the organization’s FY12 25,000 33,678 $313,673 accounting. FY13 28,000 31,065 $288,463 • In the letters covering the audit, the FY14 28,000 31,253 $174,177 auditors note: »» No difficulties or misstatements FY15 28,000 28,508 were discovered in performing the audit »» The auditors do note “significant deficiencies in internal control;” this language merely reflects the fact that Alpha Lambda Delta does not employ a full-time accountant due to its small size • VP Hill presented the details of the audit and explained same to the Council. Vote: Unanimous. Motion carries. Internal Revenue Service ALD’s GROUP Exemption

National Alpha Lambda Delta has a GROUP EXEMPTION from the Internal Revenue Service (Phi Eta Sigma does not have a GROUP EXEMPTION). The Group Exemption (http://www.irs.gov/app/pub-78/) allows ALD chapters to accept tax deductible contributions. As the parent organization, National Alpha Lambda Delta includes chapters in the Group Form 990 return filed on behalf of ALD chapters. However, to do so, the chapter annual report must be received. The information on the chapter annual report is the information required by the IRS to maintain the 501(c)(3) non-profit status. By October 15 of each year, National Alpha Lambda Delta files Form 990 – Group Exemption which shows aggregated financial figures for all chapters. Elaine compiles the aggregate financial information from the chapters and the auditor reviews it. One interesting positive that we discovered is that our local chapters are awarding OVER $100,000 in scholarships! In addition, ALD must file a Form 990 for the national society. The Form 990s must be reviewed by members of the National Council which is done by e-mail. History of the Perpetual Fellowship Fund In 1999, the total value of the Fellowship Fund was $1,871,060. Today the value is over $4.4 million. Before 1999, ALD awarded 16 fellowships @ $3000 each = $42,000. In 2015-16, ALD will award $186,500 – 23 fellowships, 36 Trow scholarships, and 20 Stemler Study Abroad Scholarships. Alpha Lambda Delta has used the Perpetual Fellowship Fund (PFF) to support fellowships since 1940. Initial investments were in war bonds. In the early 80s due to the leadership of President Helen Clarke, the National Council began a mutual fund portfolio which was managed by A. G. Edwards. When Mr. John Fish of A. G. Edwards retired, Mr. Frank Key began advising ALD. Mr. Frank Key met with the National Council once every three years and was available for consultation by telephone. The Perpetual Fellowship Fund had been prudently managed by Mr. Fish and

2015 Annual Report

then by Mr. Frank Key but the investments were all in the American Fund family until 2008. As part of the long range plan, ALD interviewed three investment firms and decided to hire Kathy Hammock of Raymond James who uses the Ibbotsen method of investments. The management of the ALD Portfolio transferred to Kathy Hammock in 2008 – that was a significant year in the stock market. Most institutions and organizations lost 30 to 40% of their investment value between late 2008 and early 2009; Kathy Hammock was smart and kept half of ALD’s investments in cash – the only thing that worked during this period and ALD investments were down only 11%.. The value of the Perpetual Fellowship Fund is over $4.4 million! The strength of the ALD portfolio and investment advisory arrangement was that ALD had been able to provide fellowships and scholarships to many students while the value of the PFF had doubled in 10 years. The weakness of the current investment advisory arrangement was that the Council has only one face to face meeting each year, and thus are not able to respond to rapid changes in the market. Kathy Hammock recommended the following: •

Refining asset allocation – using the Ibbotson Asset Allocation Methodology (NOTE: TIAA-CREF has started using the Ibbotson Asset Allocation Methodology)

FIG 18

•

Reduce the portfolio overlap – The one criticism of the American Funds family is that there is considerable overlap in the holdings. For example, there is 44% overlap between the Growth Fund of America and the AMCAP fund and 49% overlap in the Capitol Income Building and the Capitol World Growth and Income Fund Perpetual Fellowship Fund performance, “Total Return” Fund Value FY08 FY09 FY10 FY11 FY12 FY13 FY14

FIG 19

FY15

$3,375,139 $2,801,524 $3,233,524 $3,520,999 $3,507,221 $3,984,950 $4,256,788 $4,411,415

3 Year Avg

Amount Needed

5% of Avg

Balance Required

$2,835,081

$124,500

$141,754

-$2,746

$3,144,756

$154,500

$157,237

$2,738

$3,136,729

$154,500

$156,836

$2,336

$3,185,349

$154,500

$159,267

$4,767

$3,420,581

$183,500

$171,029

-$8,471

$3,671,056

$184,500

$183,533

-$987

$3,916,320

$185,500

$195,816

$10,316

$4,217,718

$210,886

$25,386

Dividend & Interest Earned FY10

$94075

FY11

$98,955

FY12

$122,250

FY13

$108,474

FY14

$142,950

FY15

$151,047

• Use the Best of Class in each asset class – For example, rather than the American Funds Intermediate Bond Fund, she recommended using PIMCO Bond Funds which are rated the best mutual fund in the bond asset class. • Tilt the portfolio to take advantage of market changes – For example, Kathy recommended investment in Oppenheimer STEELPATH Master Limited Partnership (MLPDX) which is invested in energy assets. The Finance Committee recommended that Alpha Lambda Delta utilize the financial investment services of Kathy Hammock for the next three years and that ALD is looking for an average of 6 – 7% return over the three year period. In return for her services, ALD will compensate Kathy Hammock at a rate of .95% to be paid on a quarterly basis. FY11 completes the third year of Kathy Hammock’s service. The Council recommended that Kathy serve another three years from 2011 to 2014; the Council decided to extend the investment services of Kathy Hammock at the 2014 National Council meeting for another three years and to increase the compensation to 1%. Funding for FY14 Fellowships and Trow and Stemler Scholarships At the June, 2003 National Council meeting, the Council passed a motion to adopt a “total return” concept for funding future

2015 Annual Report

fellowships which would entail using 5% of the three-year rolling average of value of the PPF to support the fellowships and scholarships. The breakdown of this investment strategy is available as Figure ??. In 2014-15, Kathy made the following adjustments to the ALD portfolio: 10/21/2014

Sold 1075 shares of Plum Creek Timber (PCL) = $43,940

10/21/2014

Sold 900 shares of Rayonier REIT (RYN) = $29,557

10/21/2014

Sold 300 shares of Rayonier Advanced Matls (RYAM) = $8723

10/24/2014

Bought 150 Bonds Credit Suisse 6yr DJ Industrial Ave 11/02/202 = $150,000

2/19/2015

Sold 632 shares of Vanguard Emerging Markets ETF (VMO) = $26,161

2/19/2015

Bought 12,285 shares of PIMCO Real Estate (PETPX) = $50,000

2/19/2015

Bought 3238 shares of Prudential Jennison Utility (PRUAX) = $50,000

2/19/2015

Bought 4716 shares of Oppenheimer Steelpath MLP (MLPDX) = $50,000

Motion 11: To retain Kathy Hammock as advisor for the Perpetual Fellowship Fund from 2014-2017 fiscal years. Proposer: Finance Committee Discussion: • Hammock has attained a 6% growth in the fund, as requested by the Council upon her hiring • Hill asked incoming Executive Director Merberg if she had any problem with Hammock staying on as ALD’s investment advisor; Merberg was very impressed with Hammock’s presentation and performance, has no concerns with retaining Hammock as advisor Vote: Unanimous. Motion carries. Motion 12: To increase Kathy Hammock’s compensation package to 1% of the portfolio value, paid quarterly. Proposer: Amber Gombash Second: Sharon Emerson-Stonnell Discussion: • Butch Hill offers a friendly amendment, adding language indicating that ALD expects contributions to the Fund from Hammock in the future. • Motion as amended: To increase Kathy Hammock’s compensation package to 1% of the portfolio value, paid quarterly, with the anticipation of receiving contributions from her to the Perpetual Fellowship Fund in the future. Vote: Unanimous. Motion carries. NOTE: Kathy Hammock made a $1000 contribution to the ALD 90th anniversary campaign. The ALD portfolio is far more diversified under Kathy Hammock’s supervision than it was under Mr. Frank Key with the American Funds family. Fellowship, Trow, and Stemler History Some of the ALD fellowships were first awarded as anniversary fellowships (e.g. the 50th anniversary fellowship became the Miriam Shelden Fellowship; the 60th anniversary fellowship became the Warren O. Moore Fellowship because the University of Alabama issued the 60th anniversary chapter challenge; the 65th anniversary fellowship was named in honor of Dr. Louise McBee. In 1996, ALD added a fellowship in honor of retiring Executive Director Barbara Quilling bringing the number of fellowships to 16 @ $3000 each. In 2003, in anticipation of the 80th anniversary, because of the growth of the Perpetual Fellowship Fund, and because of membership growth, the National Council decided to raise the value of the fellowships to $7500 for the Maria Leonard fellowship, and $5000 to the fellowships named for the eight living fellowship namees (National Presidents Dorothy Anderson, Margie Wade, Margaret Berry, Pat Graham, Betty Jo Hudson, and Louise McBee; Executive Directors Barbara Quilling and Mary Jane Stevenson). Quilling, Stevenson, and Hudson have passed away since this decision was made. In September, 2010, we received notice that Alpha Lambda Delta had been named to receive an 8% portion of the

2015 Annual Report

FIG 20

Award Applications Fellowship

Trow (Chapters)

Stemler (Chapters)

FY15

FY14

87 (65)

57 (44)

FY13

113 (81)

64 (47)

FY12

105 (73)

54 (36)

FY11

82 (62)

44 (34)

FY10

108 (79)

$204,322

FY09

134

120 (82)

$177,548

estate of Mary Jane Stevenson, the first paid Executive Director of Alpha Lambda Delta (1976 to 1981). The ALD portion of the final distribution for Mary Jane Stevenson’s estate totaled $59,887. The National Council recognized this estate gift by increasing the Mary Jane Stevenson fellowship from $5000 to $6000 in FY2013. Eric Keller of IUPUI was the first Mary Jane Stevenson fellowship winner to receive $6000. Trow Scholarships

The Jo Anne J. Trow Award was started in 1988 to honor a past National President of FY08 120 89 (59) $204,522 Alpha Lambda Delta. Former Vice PresiFY07 135 91 (69) $313,673 dent for Student Services at Oregon State University, Jo Anne J. Trow served Alpha FY06 110 48 (38) $288,463 Lambda Delta as District VIII Advisor from FY14 28,000 31,253 $174,177 1974 to 1979, Secretary from 1979 to 1983, FY15 28,000 28,508 President-elect from 1984-1985, and as National President from 1985 to 1988. During her term as President, the National Council was restructured to provide a more streamlined operation. Originally, the Trow award was established to give collegiate chapters of the Society an annual opportunity to reward an outstanding sophomore member of Alpha Lambda Delta with a stipend of $250. For the 75th anniversary, the National Council at the recommendation of Dr. Jim Stemler, the Council moved the Trow Award to $1000 scholarships. In 2011, the National Council voted to increase dues from $20 to $25. At the same time, the Council voted to increase the amount of the Trow scholarships by $40,000 awarding 5 scholarships@ $6000 = 5 @ $3000, 5@ $2000 and 20 @ $1000. We had 96 Trow applicants in 2015. The Trow selection committee (Daley, Emerson-Stonnell, Huffman, and Covington) will review the applicants and select the winners before the Birmingham National Council meeting. Stemler Study Abroad Scholarships In 2012, the Council honored Dr. James Jim Stemler, the first male President of Alpha Lambda Delta who served as President for six years after serving as Vice President for Chapter Relations for seven years with a new Study Abroad Scholarship. The Stemler Study Abroad scholarships started with 10 at $1000 each, increased to 15, and in 2014-15 ALD awarded 20 scholarships @ $1000 each. The Council recognizes that the world is becoming less a collection of independent peoples and more a global community of world citizens – and there is an immediate need for American students to experience life beyond the United States, and studies abroad are one of the ways in which our colleges and universities are accomplishing that goal. With this in mind, Alpha Lambda Delta is committed to helping its membership develop a more global view of the world. The Stemler Selection Committee chaired by Lisa Ruch reviewed the 40 applicants which were posted on DROPBOX. The committee of Ruch, Tindall, Gross, and Jim Stemler selected the 20 winners and five alternates by e-mail. The national office contacted the chapter advisors and study abroad coordinators of the Stemler Study Abroad Scholarship winners and sent letters to the students. On June 1, Elaine will write the Stemler scholarship checks for those students who have completed the process. Fellowships In 2015, ALD received 85 fellowship applications compared to 90 in 2014, 99 fellowship applications in 2013, 89 in 2012, and 49 in 2011. Dr. Mike Nichols, Dr. Herman “Butch” Hill, Sharon Emerson-Stonnell, and Michelle Gross met in Columbus, Ohio at the Marriott Residence Inn Eatontown on February 28 – March 1, 2015 and selected the winners. At the suggestion of Butch Hill, Lee used DROPBOX to post the fellowship applications on the internet. The committee selected the 23 winners and 10 alternates.

2015 Annual Report

ALD will award fourteen $3000 fellowships, seven $5000 fellowships, the $6000 Mary Jane Stevenson fellowship and the $7500 Maria Leonard fellowship for the 2015-2016 academic year (Appendix F). Loan Fund ALD loans are paid out of a revolving account originally funded by Dr. Maude Etheridge, a dear friend of founder Dean Maria Leonard. About 15 years ago, ALD attempted to have the terms of the will changed from the loan fund to a part of the Perpetual Fellowship Fund, but the executors of the estate were not willing to change the intent of the donor. We were not able to offer any loans in FY10; however, four students paid their loans in full (Schnack, Turok, Gebrehiwot, and LeBlanc) leaving two outstanding loans. I called the first five fellowship alternates in early April, 2011 to tell them about the loan opportunities and only two students (Strahota and Loncar) accepted the loan. In FY13, only one student, Alexeev Mikhail, accepted the loan. There is now only ONE outstanding loan – Alexeev Mikhail. I did NOT offer any new loans to allow the new Executive Director to determine the direction of the loan program. Status of Outstanding Loans 2012–13

Alexeev Mikhail - $3000 – enrolled at University of South Carolina medical school fall, 2012. “Everything is going well. I expect to graduate in May 2016 and subsequently begin my residency training and start repaying my loans.”

2013–14

Lauren Sprott - $3000 – Doing an internship in Washington, DC. E-mail – May 28, 2014 - “I just graduated on May 22nd and have accepted an offer with the Department of Defense as a political appointee with the Obama administration. I am currently going through the White House vetting process and will then need to complete my security clearance process before I begin working. I will most likely start working in August or September. My current address is 1000 Rahway Rd. Plainfield, NJ 07060. As for repayment of the loan, I would to pay $250 a month starting in November and continuing into December and $500 a month from January to May at which point I will have repaid the loan in full. Let me know if this works. Also, if you need any additional information, please let me know. My cell phone number is (908) 472-4480. Many thanks to Alpha Lambda Delta for all of your support! PAID IN FULL on March 16, 2015! “

Fund Development Alpha Lambda Delta has not concentrated on soliciting gifts for the Perpetual Fellowship Fund except every five years when ALD celebrates a significant anniversary (e.g. the 75th, 80th, 85th). In recent years, the general operating fund has had a surplus of over $250,000 which has allowed ALD to pay for the scholarships and fellowships from the surplus, and allowed ALD to establish a $100,000 emergency fund – recommended by Dr. Kathy Beardsley. The growth of the Perpetual Fellowship Fund has come mostly from the increased value of investments, dividends and capital gains which have been reinvested using the total return concept, money from general operating surplus, chapter gifts, and gifts from “friends” of Alpha Lambda Delta. The largest gift year was for the Barbara Quilling fellowship ($30,000) until the 90th anniversary campaign. At the 2013 meeting, the concept of a campaign to raise $90,000 for the 90th anniversary was discussed. Sue Chipman, Vice President of Development at Macon State College and former Executive Director of the Girl Scouts of Middle Georgia, met with the Council in San Diego and explained the importance of the Council’s role in supporting a campaign. Motion 18: To endorse an intentional fundraising campaign for Alpha Lambda Delta’s 90th Anniversary. The campaign’s purpose is to increase the number and/or value of scholarships and fellowships for ALD members. This campaign is to be reviewed at the 2014 National Council meeting. Proposer: Karen Amrhein Second: Caitlin Daley Vote: Unanimous. Motion carries. 100% of the National Council members have made contributions or pledges to the 90th Anniversary Campaign.

2015 Annual Report

We targeted several long time advisors for gifts but unfortunately except for Dr. Kathy Beardsley that strategy did not net as many gifts as needed to meet the gifting policy of $20,000 per $1000 scholarship. However, the National Council voted to name the 36th Trow scholarship of $1000 in honor of Dr. Kathy Beardsley of the University of Maryland. Motion 10: To create and offer an additional $1,000 Trow Scholarship, starting in FY2015, to be named in honor of Kathy Beardsley. Proposer: Finance Committee Vote: Unanimous. Motion carries. ALD Gifting Policy In the past, the National Council named fellowships and scholarships for people who have given extraordinary service to Alpha Lambda Delta. While this practice has served the Society well, the National Council adopted a more formal gifting policy at the 2013 Council meeting. The gifting policy is included in Appendix O.

Dr. Kathy Beardsley

DonorPerfect When considering a 90th anniversary campaign, I investigated several donor software programs and decided that DonorPerfect was the right size and price for National Alpha Lambda Delta. During the summer of 2013, Christie Hutchinson set up the database and gathered all the records of fellowship winners, Stemler winners, Trow winners, targeted chapter officers, former National Council members, and friends of ALD. In the data base which is accessible in the Cloud, Christie also entered the history of gift giving to Alpha Lambda Delta. In July, 2013 we submitted the data base to AlumniFinder which gave us the best address, phone numbers, and e-mail addresses available. In September, 2013 I attended a DonorPerfect Training Seminar in Valley Forge. In October 2013, we sent a postcard announcing the ALD 90th anniversary to everyone in the database and asked that they fill out a survey to let ALD know what they were doing. One of the serendipitous benefits of the DonorPerfect project has been to discover what some ALD fellowship winners have gone on to do in their careers. For example: •

Diane Wood Univ of Texas ‘73 Chief Justice of U. S. Court of Appeals for 7th Circuit and potential Supreme Court nominee

•

Teresa Milbrodt Bowling Green State University ‘03 Author of The Patron Saint of Unattractive People

•

Estelle Busch Univ of Georgia ‘72 Global Mobility Tax Consultant Coca Cola

At the October 2013 leadership workshop, Amber Gombash and Caitlyn Daley issued a chapter challenge asking that each chapter consider a gift to the ALD Perpetual Card from Donor Fellowship Fund. At the 2014 workshop, Natasha Hongsmeier and Caitlyn Daley gave an update on the campaign and made another chapter challenge to support the 90th anniversary campaign. A list of the chapters making gifts appears as Appendix L. At the October 2014 leadership workshop, several National Council members put their “honor” on the line and campaigned for contributions to the 90th anniversary campaign. The win-

2015 Annual Report

ning VP for Finance took one for the gipper and his arch enemy Lisa Ruch delighted in shoving a PIE in Butch’s face! In February, 2014, we sent personalized letters and the 90th anniversary campaign brochure with the 2014 FLAME magazine to about 150 friends of Alpha Lambda Delta. Total gifts to date toward the goal of $90,000 equal $80,212 or 89% (Appendix L).

Butch takes one for the team!

Investment Policy In 2002, the National Council adopted an investment policy which called for the funds to be “prudently managed.” With the transition to a new Executive Director, Kathy Hammock recommended a more specific investment policy. Appendix R was adopted by e-mail by the National Council and will serve as a guide for future investment decisions. To fund the fellowships, 36 (Beardsley) Trow Scholarships and 20 Stemler scholarships, ALD will need $186,500. Cash Flow and Interest Since 2008, it has been extremely difficult to earn much interest from banks. In April, 2010 with permission from the Exec Committee, I invested $100,000 in a Franklin US Government Bond Fund which was earning 3.7%. I recommended that the National Council use this account as the Emergency Fund. At the 2012 meeting in New Orleans, the National Council decided to invest $47,000 of the over $300,000 operating surplus for the Executive Director Search and transition process. I added this $47,000 to the Franklin-Templeton fund. Franklin-Templeton - $168,591 interest est. – 3.63% On March 8, 2011 I cashed out the CD at American Pride Bank ($51024.58 + $235.56 interest = $51,260.14) and renewed it in a Super Saver money market at American Pride earning 1.55%. This rate was guaranteed until Sept. 15, 2011. In 2012, this account earned .80%. Currently, the American Pride account is earning .445%. American Pride $234,254 (includes $20,722 - for equipment reserve and $15,508 for loan cash)

2015 Annual Report

FIG 21

ALD Scholarship/Fellowship Award Program Expenditures and Proposal FY15 Award

Number

Stemler

Trow

FY16 (Proposed)

Amount

Total

Number

$1,000

$15,000

$1,000

$20,000

$6,000

$30,000

$6,000

$30,000

$3,000

$15,000

$3,000

$15,000

$2,000

$10,000

$2,000

$10,000

Trow

$1,000

$23,000

$1,000

$21,000

Maria Leonard

$7,500

Stevenson

$6,000

$0000

$6,000

Fellowships

$5000

$35,000

$5000

$35,000

Fellowships

$3000

$42,000

$3000

$42,000

$182,500

Totals

FIG 22

Amount

Total

$186,500

Cost of Investment Services 7/23/2010

$6,274.85

7/18/2012

$8,658.66 $976.46

$1,099.42 10/20/2011

$6,680.14

10/17/2012

$6,798.82

1/16/2013

$8,936.83

$7,031.17

4/17/2013

$9334.76

$22,150.99

Total 12-13

$32,744.71

$10,733.26 $878.35

1/21/2015

$10,263.22 $866.43

4/15/2015

$642.03

$1,242.27 Total FY10-11

10/22/2014

$826.81

$1,187.20 4/1/2011

$9,056.22

$10,441.45 $849.29

$796.46

$1,105.10 1/19/2011

7/16/2014

$10,495.97 $867.79

Total 14-15

$38,472.04

In January, 2011, we opened an account with INGDIRECT because of the ease of transferring money online from the Bank of America accounts which were earning less than .02% interest to INGDIRECT where we were earning almost .1%. Unfortunately, the interest rate on INGDIRECT has now declined to .40%. ING Direct - $134,416 INGDIRECT became Capitol One 360; the money market account is earning .40%. Eileen will become the primary signer on this account July 1.

FIG 23

Since the implementation of My Honor Society and the collection of local dues by the national office, we tried to juggle the ALD cash flow between banks so that we had no more than $250,000 in any one bank. I warned the finance committee that at times, ALD would have more than $250,000 in the Bank of America as ALD is collecting both local and national dues for chapters. With the switch from PayPal to CoCard, every time a student joined ALD through MHS, the money was credited to a Bank of America account. At the end of the chapter registration period, Elaine would transfer the money to the general account and write the chapter a check for Equipment Purchases for FY15 their local dues. The FDIC limit of $250,000 insured deposits was exceeded most of the Balance from FY14 $20,722 spring. We did transfer money to INGDirect 8/12/2014 Certificate Printer XEROX $577 and American Pride when we could. 9/1/2014

Glendaâ&#x20AC;&#x2122;s laptop (now in NY)

$428

10/01/2014

ED HP Deskjet printer

$102

Total

$1107

Motion 13: To disburse the 2014 operating surplus of $174,177 as detailed below: â&#x20AC;˘ $35,000 for a severance package

2015 Annual Report

reserve for employees displaced by removal of the office to New York • $45,000 for special projects • $94,177 for funding scholarships and fellowships Proposer: Finance Committee Vote: Unanimous. Motion carries. Motion 14: To approve the 2015 Fellowship Budget as presented in the 2014 Executive Director’s Annual Report, with the following changes: • Funds for the 2015 Fellowships to be drawn as follows: »» $94,177 from the FY2014 operating surplus »» $90,823 from the Perpetual Fellowship Fund Proposer: Finance Committee Vote: Unanimous. Motion carries.

Merchandise Sales Proforma Crescent – the ALD STORE Before we found Larry and Gayle Spencer of Proforma Crescent in Chattanooga, TN, ALD merchandise (honor cords, tee shirts) were sold from the national office. The explosive popularity of honor cords soon led us to look for a fulfillment vendor. In 1999, ALD sold 700 Honor cords; this year, we sold over 6300 honor cords. Honor cords continue to be the best seller.

As of May 15, 2014, the value of inventory on-hand at Procrescent’s Chattanooga facility is $19,397.33,

2015 Annual Report

2442.36

1576.19

July - Aug.

678.43

444.31

September

1077.32

1958.39

October

3364.36

1888.19

November

1492.38

2539.20

December

2437.98

2249.26

January

1001.61

1467.61

February

7272.37

5596.04

March

12084.64

11810.09

April

22204.63

24046.22

May 1- 15

5250.02

4203.66

$59,306.10

$57,779.16

Total Shipping Charges

-$154.98

Gift Certificate Redemption

-$1,621.40

Total Received by ALD

$56,002.78

Honor Cord Sales FY2015

FY2014

FY2013

FY2012

FY2011

No. Sold

6,310

6,333

5,627

5,117

4,417

Increase

12%

16%

10%

Honor Cord Sales by Chapters/Individuals Regular Honor Cords Qty.

Price

Revenue (Sales - 8%)

Percent of Total Item Revenue ($37703.50)

577

$8.50

$4,904.50

13%

5,046

$6.50

$32,799.00

87%

Qty.

Price

Revenue (Sales - 8%)

Percent of Total Item Revenue ($8326.50)

Individuals

371

$13.50

$5,008.50

60%

Chapters

316

$10.50

$3,318.00

40%

Individuals Chapters

Deluxe Honor Cords

Additional Graduation Product Sales FY2015

FY2014

% of Change

Honor Stoles

143

93.00%

Medallion/Ribbon

249

-151.00%

Grad Pack

0.00%

FIG 27

Proforma’s cut is 8% on items purchased from Proforma Crescent and 20% on items we provide (e.g. window stickers, altar cloths, and old ALD tee shirts).

May 15-June

FIG 26

Appendix I shows the merchandise and annual sales handled by Proforma Crescent. ALD saw revenue of $57,779 in 2015 compared to $59,306 in FY14.

FY15

FIG 25

The proposed general and fellowship budgets for FY2015 appear as Appendix J and T.

FY14

FIG 24

Motion 15: To approve the 2015 Operating Budget as distributed. Proposer: Finance Committee Discussion: • Hill explained the proposed budget Vote: Unanimous. Motion carries.

Income from ProCrescent Sales for FY2015 were down $1526.94 from FY2014 sales.

Some Items to Consider When Reviewing Budget Proposals 1. The largest unknown is the cost of the transition. Personnel costs are known and the higher salary amount reflects salary duplication (ED – May and June; duplicate staff – June; severance package). Two offices, phones, internet, etc for June; travel costs for training, etc In 2012, the National Council decided to add $50,000 to be placed in a secure investment designated for Executive Director search and transition purposes. I added this amount to the Franklin US Government Bond Fund (Emergency Fund - $100,000) and the total is now $168,591. I recommend that $50,000 of that fund be transferred to the FY16 operational budget to cover transition expenses. 2. New York Lease – • Rent - $1323 per month • Utilities - $70 per month • Telephone and Internet - $140 per month While the office rent will be more in NY, utilities, telephone, and internet costs will be less. 3. Eileen shopped around with several Rochester-area brokers for health insurance. Possibilities included a variety of plan options: •

Copay plan – Member pays a set amount depending on what service they need.

•

Hybrid Copay and Deductible plan – There is a deductible on the plan where members must pay a certain amount out of their pocket before the insurance carrier will cover a portion. Some services are not subject to this deductible and would be covered by a copay immediately.

•

High Deductible Health Plans (HDHP) – There is a deductible for all services that the employee must meet before the insurance carrier will share in the cost. After the member meets the deductible, there is a usually a copay (flat dollar amount) or coinsurance (percentage of the total cost) that the member must pay for services

We selected the SimplyBlue Plus Gold 9 plan, due to its affordability to Alpha Lambda Delta and its generous support for the health of employees. The monthly premium for this plan is $404.62 monthly per person, for a total of $1,213.86 per month. An affordable Dental and Vision plan was also identified, at a total annual cost for all three employees of $920.52 for dental and $610.20 for Vision. In addition, a Health Savings Account (HSA) of $2,100 annually will be established for each employee, which employees can use to meet the insurance deductible. The total annual cost for health insurance will be $22,397.04. 4. From 2010 to 2014, ALD membership exceeded 30,000. In FY15, total paid membership was 28,508. Due to budget reductions in higher education, increased tuition costs, totally new staff, and competition from other honor societies, ALD should be very conservative in its membership projections for FY16. The proposed budget is based on 26,000 members. 5. Certificates cost $.55 per certificate from Herff Jones. Stabelier agreed to offer lapel pins @ $..60 each. The proposed budget is based on using Herff Jones for certificates and Stabelier for jewelry at these prices. The FY16 certificates will have the name of the new Executive Director. 6. In June 2014, there was $20,722 in the equipment reserve fund. We bought at Dell Laptop computer for $428 – now in NY, a HP Deskjet printer for $102, and a XEROX certificate printer for $577 leaving a balance of $19,615 in the equipment reserve fund. If possible, the National Council may want to consider using some of the operating surplus to increase the equipment reserve fund back to $25,000 ($5385). 7. Eileen would like to budget $10,000 for new membership brochures.

LONG RANGE PLANNING At the 2005 National Council meeting in New Orleans, the Council adopted a Long Range Plan for 2005-2010. The Council employed a research consultant, Dr. Rena Murphy of the University of Michigan, to develop a survey of new

2015 Annual Report

ALD members, non-joiners, and chapter advisors. The report was presented at the 2004 National Council meeting in Nashville, but because of the importance of the long range planning task, the adoption of the Long Range Plan was delayed until the 2005 National Council meeting. In 2006 in Boston, the National Council added sections to the Long Range Plan regarding a disaster recovery plan and established an Emergency Fund. During FY09, I investigated various sources (Chronicle of Higher Education, ACHS, Council on Higher Education) for insights into the future of higher education and external and internal assumptions which would have an impact on Alpha Lambda Delta. In spring 2009, we created a survey for chapters regarding certain services (FLAME, fall newsletter, etc). The response to the survey was modest but revealing. During FY10, a few changes were made to the Long Range Plan 2010 – 2015 draft. Appendix N represents the long range plan for 2010-2015 which was adopted at the 2010 National Council meeting in Savannah. Due to the retirement of the current Executive Director and the transition to a new Executive Director and the end of term of the Director of Finance and Long Range Planning, the Long Range Planning Process is a bit off cycle and will be developed under new leadership.

ACHS Susan Huffman, Eileen Merberg, and I attended the ACHS meeting in Reno in February, 2015. The program was good, but the hotel and Reno were not places where ALD would take students. Dorothy Mitstifer, LONGTIME ED of ACHS, missed the meeting due to illness. Next year’s ACHS meeting will be in Savannah and will not conflict with FYE. ACHS has issued a schedule of compliance reviews. Alpha Lambda Delta, NSCS, Golden Key, Alpha Chi and Mortar Board were among the first 15 societies to be reviewed. All were approved except Golden Key. Golden Key has been inducting sophomores at some institutions which is against ACHS standards because Golden Key is classified as an upper division honor society. Golden Key resigned from ACHS rather than comply with ACHS standards. Dorothy Mitstifer announced her retirement effective May 30, 2015. The annual ACHS report appears as Appendix M.

CHALLENGES AND OPPORTUNITIES The National Society of Collegiate Scholars (NSCS) is not a bogus group, but does present some competition for membership to ALD and other societies. However, a number of bogus, internet groups have spring up. Honor Society Competition Since the publication of the cover story and major article regarding “Dishonor Society” in the March 22, 2002 issue of the Chronicle of Higher Education, there appears to be more awareness and interest in reducing the access of scam groups calling themselves honor societies. The National Scholars Honor Society (www.collegehonors.org) changed its URL to http://www.magnacumlaude.org. This is the group that started with flyers that said, “Got Brains, Prove It.” The group started as the American Scholars Honor Society but changed their name after being challenged by Phi Beta Kappa for trademark infringement. In May, 2010, their website indicated they were no longer accepting membership applications. Another one was created in 2009 called the National Honors & Merit Scholars Society www.nhmss.org/benefits.html. Their membership fee is $110 and they accept high school, technical school, college, and university students. Another suspect group, honorsociety.org, operating out of San Mateo, CA showed up in the spring of 2013. Steve Loflin of NSCS has had their attorney send a “cease and desist” letter to them for copying significant parts of the NSCS website. ACHS is aware of the group and determined that this honor society does not meet ACHS standards. San Jacinto College publicly warned students about the organization and directed them to the ACHS website. Message to inquiries: There is no information on the public pages of the website so that a determination can be made about legitimacy. ACHS requires that honor societies are chartered as institutional chapters and that chapters issue invitations to all qualified candidates. It also requires that information is public about Bylaws and qualifications for

2015 Annual Report

membership, etc. It appears that this is a General Honor society open to all academic majors; the ACHS eligibility standard is the upper 20 percent of the class. The Society has extravagant claims but no proof that it delivers--at least on the public pages. (San Jacinto College) HonorSociety.org The Association of College Honor Societies (ACHS) has received several inquiries about HonorSociety.org. This organization is not affiliated with ACHS. According to its website, the organization would not be eligible for membership in ACHS because, among other things, it does not meet the following ACHS standards: • • • • •

Classification of the honor society, i.e., description as upper division, lower division, leadership, etc. Scholastic rank required for membership Membership invitation by an official chapter Membership participation in governance Organizational transparency to the public through its website »» National officers and headquarters staff »» Bylaws

ACHS exists to certify, monitor compliance, and support honor societies that meet high standards. ACHS also provides a valuable service by assisting students and academic institutions with information/resources to make more informed decisions when contemplating which honor societies to join and/or support. More information can be found at http://www.achsnatl.org/standards_alert.asp or by calling the ACHS Executive Director at tel: 517.351.8335. A useful source for identifying legitimate honor societies is the website of the Association of College Honor Societies (http://www.achsnatl.org/). Alpha Lambda Delta and Phi Eta Sigma Phi Eta Sigma and Alpha Lambda Delta were both founded at the University of Illinois in 1923 and 1924 by the Dean of Men and the Dean of Women. Both were single sex organizations until Title IX caused them to change their membership criteria in 1974 and 1975. Membership dues are the same - $25 per student member. They both provide membership certificates, jewelry, and a national magazine. Both groups award undergraduate scholarships and fellowships; PES awards more undergraduate scholarships while ALD awards more fellowship money. ALD sponsors an annual workshop while PES sponsors a national convention every other year. ALD has invested more of its money in stock market equities while PES has invested more of their scholarship fund in bonds and certificates of deposit. Since the late 70’s when both Phi Eta Sigma and Alpha Lambda Delta became coed, there has been an unwritten policy of cooperation that where an ALD or PES chapter existed, there would be no expansion by the other freshman honor society. PES reactivated some chapters that had become inactive on campuses where ALD had active chapters – University of Toledo, University of Maryland, Lamar University, etc. While not a policy violation, this action, in my opinion, at least bent the cooperation between the societies and was not in the best interest of either group. ALD has now chartered a few chapters where PES had placed their chapter on inactive status(e.g. University of Texas – Arlington, SUNY – Fredonia, Wisconsin – Oshkosh, Methodist College, University of Arkansas). Alpha Lambda Delta (270) has more active chapters than Phi Eta Sigma (225). For 2011-12, Alpha Lambda Delta reported 33,678 new members and Phi Eta Sigma reported 30,456 new members. NSCS reported 67,000 new members. For 2010-11, Alpha Lambda Delta reported 30,767 new members and Phi Eta Sigma reported 30,885 new members. Of the 270 ALD chapters, 44 or 16% also have a Phi Eta Sigma chapter. Of these chapters, 15 or 5% are joint chapters sharing advisors, letters of invitation and/or officers. According to the 2012 Phi Eta Sigma FORUM, Phi Eta Sigma has 143 inactive chapters and 234 active chapters; 9 of the active chapters did not induct any students last year. Of the 143 inactive PES chapters, 49 have ALD chapters (e.g. South Carolina, Purdue, Bucknell, MS State, LA – Monroe, etc). In December, 2009 Jack Sagabiel “retired” as Grand Secretary/Treasurer of Phi Eta Sigma and Elaine Powell was hired as Executive Director. PES used My Honor Society from Arello’s online registration program this year. Most of the ALD/PES joint chapters which were already using the ALD version of MHS and adding the $25 PES national dues to the local dues and

2015 Annual Report

submitting the new members to PES after their chapter registration closed (e.g. Otterbein, UCLA, Purdue, IUPUI, Ohio State, Maryland, etc) continued to use the ALD version of MHS. The exception is Indiana University; the chapter decided to eliminate their ALD chapter and just have a PES chapter. My speculation is that this decision was made because of Tim Lemper, IU chapter advisor and PES National Grand Vice President. About the Future of ALD and PES I would not be Glenda if I did not state as I did in my initial interview for the position of ALD Executive Director, it would be in the best long range interest of first year students, higher education, and the honor societies of Alpha Lambda Delta and Phi Eta Sigma to consolidate. Most of the ALD chapter advisors who work at institutions that have merged chapters would welcome such a move. A merger would need to be carefully considered so that the traditions, history, fellowships and scholarships, and integrity of both organizations can be preserved. A conservative estimate of combined revenue of ALD and PES at a cost of $30 per member would generate $1.4 million compared to the current revenue of both organizations which is $1.1 million. Significant operational savings would occur if the national organizations would consolidate operations (certificates, jewelry, staffing, etc).

My dream of the consolidation of Phi Eta Sigma and Alpha Lambda Delta has not occurred although I gave it my best shot! I still believe that it would be the best solution for both honor societies, first year students and higher educationâ&#x20AC;Ś. but Iâ&#x20AC;&#x2122;m going to pass that one and my ALD Torch on to the next Executive Director and say...

THANKS for the memories!

2015 Annual Report

APPENDIX A

Membership, Monthly and Year-to-Date

2011 May (16-31) Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May (1-15)

Monthly 351 29 107 679 891 738 613 8 160 5811 12001 8598 801

YTD 351 380 487 1166 2057 2795 3408 3416 3576 9387 21388 29986 30787

2012 Monthly 82 20 3 704 1152 837 389 90 723 6836 13364 9031 447

YTD 82 102 105 809 1961 2798 3187 3277 4000 10836 24200 33231 33678

2013 Monthly 163 27 197 504 968 914 386 48 1451 7132 11305 7546 423

YTD 163 190 387 891 1859 2773 3159 3207 4658 11790 23095 30641 31064

2014 Monthly 155 48 229 51 572 1058 279 3 1499 7691 13000 6343 326

YTD 155 203 432 483 1055 2113 2392 2395 3894 11585 24585 30928 31254

2015 Monthly 20 54 161 56 782 1315 171 87 1200 6464 10743 6156 1148 Total New: Paid: Free: Honorary:

2015 Annual Report

YTD 20 74 235 291 1073 2388 2559 2646 3846 10310 21053 27209 28357 28521 28357 33 131

Aâ&#x20AC;˘1

APPENDIX B

Chapter Membership Awards, FY 2015

Chapters in italics used MHS in 2015 Delta Awards are sorted in order of percentage increase. Alpha Awards are sorted by yield.

GOLD DELTA AWARD

William Penn University.......................................................................... 700% The Ohio State University...................................................................... 353% Wright State University........................................................................... 283% Buffalo State College.............................................................................. 267% University of Cincinnati.......................................................................... 239% University of Georgia.............................................................................. 238% Texas Wesleyan University.....................................................................175% University of Houston - Downtown...................................................... 163% University of Louisiana - Lafayette...................................................... 138% University of Massachusetts - Amherst...............................................114% Heidelberg College..................................................................................114% Hawaii Pacific University........................................................................ 106% Warner University.................................................................................... 100% Birmingham Southern College................................................................84% Regis College..............................................................................................78% University of Texas - El Paso....................................................................74% Oral Roberts University............................................................................ 69% University of Colorado - Colorado Springs......................................... 69% Converse College...................................................................................... 59% Ramapo College of New Jersey............................................................. 56% Central Connecticut State University................................................... 55% University of Alabama - Huntsville..........................................................54% Georgia College..........................................................................................54% Mary Baldwin College............................................................................... 52% Methodist University................................................................................. 50%

SILVER DELTA AWARD

Roanoke College....................................................................................... 49% Northwestern State University.................................................................47% University of Memphis.............................................................................. 43% University of Science & Arts of Oklahoma.......................................... 43% University of Mississippi.......................................................................... 42% Monmouth College.................................................................................... 42% The University of Alabama....................................................................... 42% Ohio University............................................................................................41% The University of Texas - Pan American.............................................. 39%

GOLD alpha AWARD

Fontbonne University.............................................................................. 100% Birmingham Southern College................................................................94% Lyon College............................................................................................... 92% Cazenovia College......................................................................................91% Wittenberg University............................................................................... 90% Converse College...................................................................................... 90%

SILVER alpha AWARD

Texas Tech University............................................................................... 89% California University of Pennsylvania................................................... 88% Tougaloo College....................................................................................... 88% Morningside College..................................................................................87% Dickinson College..................................................................................... 86% Washington & Jefferson College............................................................ 86% Monmouth College.................................................................................... 85% Xavier University of Louisiana................................................................ 85% Ashland University..................................................................................... 83% Chowan University..................................................................................... 82%

Bâ&#x20AC;˘1

Lyon College............................................................................................... 38% Salem State University..............................................................................37% Ball State University...................................................................................37% Franklin College......................................................................................... 36% Judson University...................................................................................... 36% Texas A & M - Kingsville........................................................................... 36% Cabrini College...........................................................................................34% College of William & Mary........................................................................ 33% Winona State University........................................................................... 33% Penn State Altoona.................................................................................... 32% Georgetown College................................................................................. 30% Massachusetts College of Liberal Arts................................................ 29% Cumberland University............................................................................. 29% California State University - San Marcos............................................ 29% Indiana State University........................................................................... 29% Kalamazoo College....................................................................................27% Sweet Briar College.................................................................................. 26% Shenandoah University.............................................................................25%

BRONZE DELTA AWARD

Nicholls State University.......................................................................... 23% University of North Texas......................................................................... 22% Drury University......................................................................................... 20% Salem College.............................................................................................19% Becker College - Worcester.....................................................................18% University of Nebraska - Lincoln............................................................17% IUPUC............................................................................................................17% University of New Haven...........................................................................15% Carson-Newman College..........................................................................15% University of Montevallo............................................................................14% Baldwin-Wallace College..........................................................................14% Baylor University.........................................................................................14% Washington & Jefferson College.............................................................14% University of Oklahoma.............................................................................13% University of Central Oklahoma..............................................................13% Chestnut Hill College.................................................................................12% East Tennessee State University............................................................ 11% Bucknell University.................................................................................... 11%

Stephens College...................................................................................... 82% Ramapo College of New Jersey............................................................. 82% University of the Sciences in Philadelphia.......................................... 82% Regis College..............................................................................................81% Spelman College.........................................................................................81% Meredith College........................................................................................81% Roanoke College....................................................................................... 80%

BRONZE alpha AWARD

Saint Josephâ&#x20AC;&#x2122;s College............................................................................. 79% University of New Haven.......................................................................... 77% Keystone College....................................................................................... 77% Elizabethtown College.............................................................................. 77% Salem College.............................................................................................76% Transylvania University..............................................................................76% Drury University..........................................................................................74% Bucknell University....................................................................................71% Saint Vincent College................................................................................71% Kalamazoo College....................................................................................70%

2015 Annual Report

APPENDIX C

Membership, Yield, and Chapter Increase/Decrease by State, FY 2015 Schools italics used MHS to invite/induct students in FY 2015

School

PES

Initiates FY14

Initiates FY15

Eligible FY15

Yield FY15

Auburn University

•

130

1004

Birmingham Southern College

•

FY14 vs. FY15

ALABAMA -32%

94%

84%

Samford University

132

118

174

68%

-11%

Troy University

195

128

370

35%

-34%

The University of Alabama

•

529

749

2852

26%

42%

University of Alabama - Birmingham

137

458

11%

-62%

University of Alabama - Huntsville

281

31%

54%

186

52%

1377

1454

104

University of Montevallo University of North Alabama

•

TOTAL:

14% -13%

ARKANSAS Arkansas State University

•

479

-58% 38%

Lyon College

92%

University of Arkansas - Fort Smith

120

121

269

45%

University of Arkansas - Fayetteville

324

267

938

28%

-18%

401

18%

-46%

University of Central Arkansas

137

TOTAL:

719

553

ARIZONA Arizona State University

•

448

381

3109

12%

-15%

Northern Arizona University

111

1075

-37%

TOTAL:

559

451

901

-23%

108

254

43%

29%

CALIFORNIA California State Polytechnic University California State University - Long Beach

•

California State University - San Marcos Dominican University of California

62%

-46%

933

954

3176

30%

University of California - Riverside

University of California - Santa Barbara

University of California - Los Angeles

•

University of La Verne

158

37%

-25%

University of Southern California

783

790

1570

50%

University of the Pacific

2174

2085

TOTAL: COLORADO Colorado College

112

26%

734

10%

Colorado State University - Pueblo

University of Colorado - Colorado Springs

110

186

Colorado State University

2015 Annual Report

•

-6% 9%

439

42%

69%

C•1

School

PES

Initiates FY14

Initiates FY15

Eligible FY15

Yield FY15

FY14 vs. FY15

183

56%

55%

The University of Denver

TOTAL:

286

354

Central Connecticut State University

102

U. S. Coast Guard Academy

University of Connecticut

926

633

1463

43%

-32%

CONNECTICUT 9%

University of Hartford

149

224

22%

-67%

University of New Haven

150

173

224

77%

15%

TOTAL:

1325

994

American University

TOTAL:

1355

67%

100%

DISTRICT OF COLUMBIA

DELAWARE University of Delaware

TOTAL:

338

165

355

199

Brenau University

57%

-7%

Clayton State University

100

28%

Fort Valley State University

94%

Georgia College

134

206

607

34%

54%

Georgia Southwestern State University

Georgia State University

1224

14%

-21%

11%

-31%

FLORIDA University of Miami Warner University TOTAL:

-51%

GEORGIA

212

168

Morehouse College

Piedmont College

Spelman College

130

106

81%

-34%

University of Georgia

162

1036

16%

238%

University of West Georgia

198

132

391

34%

-33%

Valdosta State University

341

24%

-6%

Wesleyan College

40%

-38%

924

981

Hawaii Pacific University

66%

106%

TOTAL:

DePaul University

303

-83%

Illinois State University

Illinois Wesleyan University

157

46%

-10%

Judson University

38%

36%

MacMurray College

Millikin University

TOTAL: HAWAII

ILLINOIS

C â&#x20AC;˘ 2

-24%

2015 Annual Report

School

PES

Initiates FY14

Initiates FY15

Eligible FY15

Yield FY15

FY14 vs. FY15

85%

42%

1729

11%

-29%

Monmouth College

North Central College

Southern Illinois University - Carbondale

279

197

632

466

250

10%

37%

196

13%

-63%

University of Illinois-Urbana Champaign

•

TOTAL: INDIANA Ball State University Butler University

•

DePauw University

•

Franklin College

Hanover College

62%

-20%

400

14%

29%

64%

17%

Indiana State University Indiana University

•

IUPUC

472

36%

IUPUI

•

473

431

920

47%

-9%

Purdue University

•

494

388

2358

16%

-21%

117

48%

-11%

Rose-Hulman Institute of Technology Saint Joseph's College

79%

Valparaiso University

158

30%

-48%

1876

1167

TOTAL: IOWA Coe College

-58%

Iowa State University

•

180

1887

-74%

Morningside College

•

87%

-32%

36%

-31%

42%

700%

343

178

Simpson College William Penn University TOTAL: KANSAS Fort Hays State University

-69%

Washburn University

223

25%

-42%

TOTAL:

110

Eastern Kentucky University

115

493

10%

-58%

Georgetown College

66%

Northern Kentucky University

114

294

28%

Transylvania University

76%

1110

-29%

53%

-26%

KENTUCKY

Murray State University

University of Kentucky

•

University of the Cumberlands TOTAL:

30% -50% -28% 9%

484

350

352

320

2690

12%

-9%

132

27%

-61%

LOUISIANA Louisiana State University McNeese State University

2015 Annual Report

•

C•3

School

PES

Initiates FY14

Initiates FY15

Eligible FY15

Yield FY15

FY14 vs. FY15

Newcomb College Inst. Of Tulane Univ.

•

109

52%

Nicholls State University

•

110

48%

23%

Northwestern State University

•

134

268

50%

47%

University of Louisiana - Lafayette

193

773

25%

138%

University of New Orleans

131

407

20%

-37%

158

85%

-6%

Xavier University of Louisiana

143

134

TOTAL:

984

1009

University of Maine

413

-54%

University of Maine - Farmington

197

39%

-1%

TOTAL:

150

110

Hood College

47%

-14%

McDaniel College

149

36%

-34%

2714

32%

-13%

169

49%

-27%

MAINE

MARYLAND

Morgan State University

•

University of Maryland - College Park

•

989

857

1162

995

Becker College - Worcester

Framingham State University

113

Massachusetts College of Liberal Arts

TOTAL:

-2%

MASSACHUSETTS

Regis College

Salem State University

174

239

University of Massachusetts - Amherst

139

298

18% 29% 70

81%

78% 37%

1233

24%

114%

229

52%

-36%

University of Massachusetts - Boston

Western New England University

187

120

TOTAL:

841

1011

Albion College

141

41%

Kalamazoo College

70%

27%

Oakland University

370

325

843

39%

-12%

Western Michigan University

443

424

925

46%

-4%

TOTAL:

864

872

Minnesota State University - Moorhead

179

-78%

Minnesota State University, Mankato

585

-79%

University of Minnesota - Crookston

29%

-53%

Winona State University

200

10%

33%

TOTAL:

181

101

272

31%

-18%

-4%

MICHIGAN

MINNESOTA

MISSISSIPPI Jackson State University

C • 4

2015 Annual Report

School

PES

Initiates FY14

Initiates FY15

Eligible FY15

Yield FY15

FY14 vs. FY15

Mississippi College

144

26%

-26%

Mississippi State University

128

105

859

12%

-18%

40%

88%

-9%

300

427

1748

24%

42%

659

699

Mississippi Valley State University The University of Southern Mississippi

•

Tougaloo College University of Mississippi

•

TOTAL: MISSOURI Central Methodist University

33%

-35%

Columbia College

67%

-13%

Drury University

104

125

169

74%

20%

Fontbonne University

100%

Lindenwood University

369

14%

-9%

Maryville University

Stephens College

82%

-6%

University of Missouri - Kansas City

18%

-47%

63%

Westminster College

-15%

104

William Jewell College

TOTAL:

438

528

204

290

31%

-55%

330

-19%

MONTANA Montana State University - Bozeman The University of Montana

TOTAL:

240

120

Doane College

Midland University

NEBRASKA

University of Nebraska - Lincoln

•

139

163

1140

14%

17%

Wayne State College

182

47%

-3%

TOTAL:

270

274

NEW JERSEY Montclair State University

158

144

936

15%

-9%

Ramapo College of New Jersey

162

253

309

82%

56%

Rider University

181

39%

-5%

730

47%

-29%

Stockton College

477

340

TOTAL:

872

808

Buffalo State College

473

19%

267%

Cazenovia College

91%

-17%

147

42%

-28%

Pace University (New York City)

130

122

287

43%

-6%

Pace University (Pleasantville)

106

39%

-18%

State University of New York - Fredonia

185

39%

-5%

TOTAL:

507

505

NEW YORK

Dominican College of Blauvelt Long Island University - Brooklyn

2015 Annual Report

•

-12%

C•5

School

PES

Initiates FY14

Initiates FY15

Bennett College for Women

Chowan University

Eligible FY15

Yield FY15

FY14 vs. FY15

NORTH CAROLINA

High Point University

-5% 57

82%

-8%

-21%

254

Johnson C. Smith University

Lenoir-Rhyne College

55%

Meredith College

115

81%

Methodist University

25%

50%

North Carolina A&T State University

310

154

439

35%

-50%

Salem College

76%

19%

University of North Carolina - Greensboro

225

152

482

32%

-32%

513

11%

-54%

48%

-24%

Western Carolina University

120

TOTAL:

933

872

Valley City State University

TOTAL:

Ashland University

146

134

161

83%

-8%

Baldwin-Wallace College

146

67%

14%

703

-25%

NORTH DAKOTA

OHIO

Bowling Green State University

•

Cleveland State University

Heidelberg College

110

68%

114%

Kent State University

101

418

24%

Marietta College Ohio Northern University

•

Ohio University

46%

122

102

197

52%

-16%

289

408

1036

39%

41%

Otterbein University

•

150

142

221

64%

-5%

The Ohio State University

•

240

2666

353%

University of Cincinnati

160

542

1920

28%

239%

University of Mount Union

104

152

64%

-6%

University of Rio Grande

105

104

115

90%

-1%

Wright State University

526

13%

283%

Youngstown State University

1500

2198

115

38%

69%

Wittenberg University

TOTAL:

•

OKLAHOMA Oral Roberts University Southern Nazarene University

University of Central Oklahoma

100

113

379

30%

13%

University of Oklahoma

257

291

1545

19%

13%

University of Science & Arts of Oklahoma

61%

43%

404

478

TOTAL: OREGON Linfield College

C • 6

-14%

2015 Annual Report

School

PES

Oregon State University

Initiates FY14

Initiates FY15

Eligible FY15

Yield FY15

FY14 vs. FY15

611

10%

University of Portland

201

370

54%

Willamette University

127

-57%

TOTAL:

285

323

125

139

195

71%

11%

Cabrini College

66%

34%

California University of Pennsylvania

109

88%

-20%

Chestnut Hill College

44%

12%

PENNSYLVANIA Bucknell University

Delaware Valley College

121

65%

-47%

Dickinson College

136

120

139

86%

-12%

Elizabethtown College

132

134

174

77%

77% 38%

Keystone College

Penn State Altoona

107

Philadelphia University

204

Saint Vincent College

118

130

71%

-22%

Seton Hill University

66%

-25%

Susquehanna University

112

108

209

52%

-4%

32%

University of Pittsburgh - Bradford

24%

University of the Sciences in Philadelphia

82%

-14%

University of Scranton

161

Washington & Jefferson College

86%

14%

Wilkes University

1278

1438

-80%

TOTAL: SOUTH CAROLINA Clemson University

286

661

Columbia College

56%

Converse College

90%

59%

University of South Carolina

729

600

2755

22%

-18%

Winthrop University

251

13%

-15%

1112

773

241

195

531

37%

-19%

TOTAL: SOUTH DAKOTA South Dakota State University University of South Dakota

•

241

195

Austin Peay State University

184

141

381

37%

-23%

Carson-Newman College

129

29%

15%

Cumberland University

67%

29%

East Tennessee State University

592

10%

11%

Maryville College

53%

-22% -11%

TOTAL: TENNESSEE

Tennessee Technological University

406

17%

University of Memphis

364

18%

43%

University of Tennessee at Chattanooga

•

403

12%

-48%

Vanderbilt University

•

102

671

11%

-25%

662

570

TOTAL:

2015 Annual Report

C•7

School

PES

Initiates FY14

Initiates FY15

Eligible FY15

Yield FY15

FY14 vs. FY15

504

574

1421

40%

14%

Lamar University

McMurry University

24%

-76%

Sam Houston State University

154

156

365

43%

Schreiner University

Southern Methodist University

Southwestern University

105

190

Texas A & M - Kingsville Texas Christian University Texas Lutheran University

TEXAS Baylor University

Midwestern State University

•

St. Edward's University Texas A & M - Commerce

•

1% -35%

39%

-74%

213

26%

-38%

156

24%

36%

124

0 110

37%

-25%

Texas State University - San Marcos

•

101

814

12%

-7%

Texas Tech University

•

784

607

680

89%

-23%

29%

175%

117

163

1291

13%

39%

1362

846

102

580

-58%

Trinity University

175

18%

-47%

University of Houston

102

University of Houston - Downtown

150

53%

163%

University of North Texas

22%

Texas Wesleyan University The University of Texas - Pan American The University of Texas at Austin

•

The University of Texas at San Antonio

-38%

243

296

930

32%

University of Texas - El Paso

490

University of the Incarnate Word

4281

3408

TOTAL:

74% -36%

VERMONT Lyndon State College

TOTAL:

-17%

VIRGINIA College of William & Mary

•

165

220

1141

19%

33%

George Mason University

240

187

769

24%

-22%

Liberty University

348

381

1209

32%

Longwood University

146

56%

-14%

Mary Baldwin College

50%

52%

Norfolk State University

Roanoke College

104

130

80%

49%

Shenandoah University

144

69%

25%

Sweet Briar College

The Art Institute of Washington

64%

-25%

1112

1166

Central Washington University

University of Washington, Tacoma

TOTAL:

26%

WASHINGTON

C • 8

-67%

2015 Annual Report

School

PES

Initiates FY14

Initiates FY15

West Virginia University

156

159

1467

11%

West Virginia Wesleyan College

58%

-2%

TOTAL:

200

202

151

150

256

59%

-1%

TOTAL:

Eligible FY15

Yield FY15

FY14 vs. FY15

WEST VIRGINIA

WISCONSIN Carthage College University of Wisconsin - Eau Claire

•

107

675

-40%

University of Wisconsin - Milwaukee

113

979

-68%

University of Wisconsin - Oshkosh

117

114

23%

-78%

126

261

36%

-25%

614

371

University of Wisconsin - Platteville TOTAL:

2015 Annual Report

•

C•9

APPENDIX D

D • 1

Expansion Contacts by State, FY 2014

State

City

Institution

Enrollment

Contact

Contact Title

Anchorage

University of Alaska - Anchorage

19,629

Ronald Spatz

Honors Program

Fairbanks

University of Alaska - Fairbanks

10,214

Colleen Angaiak

Academic Advisor

Athens

Athens State University

3,175

Bob Glenn

Fairfield

Miles College

1,666

Arthur Brigati

Research Analyst

Huntsville

Oakwood University

1,905

Jacksonville

Jacksonville State University

8,693

Terry Casey

Dir, Student Life

Mobile

Spring Hill College

1,422

Noreen Carrocci

Provost/VP Academic Affairs

Mobile

University of South Alabama

15,065

Montgomery

Alabama State University

5,300

Montgomery

Auburn University - Montgomery

5,084

Roger A Ritro

Vice Chancellor, Academic &

Montgomery

Huntingdon College

111

Jennifer Salter

Dir of Student Prgms and Lead-

Normal

Alabama A & M University

5,020

Elise Wheeler

Tuscaloosa

Stillman College

862

Ruston Johnson

Dir of Student Activities

Tuskegee

Tuskegee University

3,118

Iolantha E Spencer

Special Asst to the Provost

Arkadelphia

Henderson State University

3,583

David T Thomson

Dir, Honors College

Arkadelphia

Ouachita Baptist University

1,543

Keldon Henley

VP, Student Svcs

Conway

Hendrix College

1,428

John Churchill

VP, Academic Affairs & Dean

Little Rock

University of Arkansas at Little Rock

12,377

Thea Zidonowitz

Dir of Academic Advising

Little Rock

Philander Smith College

556

Magnolia

Southern Arkansas University

3,404

Deborah Wilson

Asst Prof of Psychology

Pine Bluff

University of Arkansas at Pine Bluff

2,615

Russellville

Arkansas Tech University

11,369

Mesa

Arizona State University - Polytechnic

3,551

Cindy Boglin

Dir, Center for Academic Support

Phoenix

Grand Canyon University

55,497

Christopher Barker

Dir of Student Academic Enrich-

Angwin

Pacific Union College

1,647

Arcata

Humboldt State University

8,293

Lily Owyang

Dean for Undergraduate Studies

Azusa

Azusa Pacific University

10,755

Vicky Bowden

Vice-Provost, Undergraduate

Bakersfield

California State University - Bakersfield

8,531

Emerson Case

Coordinator, First-Year RUSH-A

Berkeley

University of California - Berkeley

25,951

Chrissy Roth-Francis Dir, New Student Svcs

Burbank

Woodbury University

1,409

Julie Oinonen

Camarillo

California State University - Channel Islands 5,144

Brandon Dowling

Carson

Ca State University - Dominguez Hills

14,670

Randy Zarn

Assoc VP for Student Affairs

Culver City

University of California - Los Angeles

40,434

Allison McComb

Dir, FYE

Davis

University of California - Davis

34,175

Kelly Cole

Residential Academic Advising

Fresno

California State University - Fresno

23,060

Honora Chapman

Smittcamp Family Honors College

Fresno

Fresno Pacific University

3,393

Melody Loewen

Coordinator of Commuter Svcs

Fullerton

California State University - Fullerton

38,325

Nancy Page Fernan- Freshman Prgms

Irvine

Concordia University

4,046

Kristy Fowler

Dir of First-Year Experience Prgms

Irvine

University of California - Irvine

29,588

Jill Halvaks

Dir, New Student Prgms

Los Angeles

Loyola Marymount University

9,661

Gary Rhodes

Dir of Center for Global Education

Los Angeles

Mount St Mary’s University

3,299

Lacey Smith

Dean of Baccalaureate Prgms

Moraga

Saint Mary’s College of California

4,257

Judd Cabe

Dean of Science

Northridge

California State University - Northridge

38,310

Cheryl Spector

Dir, Academic First Year Experi-

Orange

Chapman University

7,892

Patricia See

Dir Honors Program

Pasadena

California State University - Los Angeles

23,258

Melvin Donalson

Dir, First Year Experience

Dir of Student Life

2015 Annual Report

Redlands

University of Redlands

5,147

Riverside

California Baptist University

7,144

Kelli Welzel

Dir of New Student Prgms

Rohnert Park

Sonoma State University

9,120

Katie Miller

Chapter President - Student

Sacramento

California State University - Sacramento

29,349

Kiersten Hansen

Peer Mentor

San Bernardino

California State University - San Bernardino 18,398

Francis Rincon

Vice-President Student Affairs

San Diego

Alliant International University - San Diego

4,201

Oscar Schmige

San Diego

Point Loma Nazarene University

3,359

Patrick Allen

VP for Academic Affairs

San Diego

San Diego State University

34,893

Janet Castro

Dir, New Student and Parent

San Francisco

Golden Gate University

3,485

Michael Miller

Dean of Students

San Francisco

San Francisco State University

29,905

Will Flowers

Asst Dean of Students

San Jose

San Jose State University

32,697

Rich Kelley

San Luis Obispo

Ca Polytechnic State University - San Luis 19,703

Erica Rogers

Dir, Honors Program

Santa Cruz

University of California - Santa Cruz

17,203

William Ladusaw

Vice Provost and Dean

Seaside

California State University - Monterey Bay

5,732

David L Anderson

Dean, Undergraduate Prgms

Stanford

Stanford University

18,469

Jared Scherere

Dir of New Student Orientation

Turlock

California State University - Stanislaus

8,917

Marjorie A Jaasma

Prof, Chair Communication Stud-

San Diego

University of San Diego

8,321

Noelle Norton

Honors Program Dir

San Francisco

University of San Francisco

10,130

Shona Doyle

Student Advising

Boulder

University of Colorado Boulder

29,325

Lelei Finau-Starkey

First-Year Experience Coordinator

Colorado Springs United States Air Force Academy

3,952

Maxine Faw-

Course Dir, FYE Program

Denver

Fort Lewis College

4,065

Carol Smith

Assoc Academic VP

Denver

Metropolitan State University of Denver

22,752

Jennifer Lutes

Honors Program Coordinator

Greeley

University of Northern Colorado

12,084

Angela Vaughan

Dir, FY Curriculum & Instruction

Bridgeport

University of Bridgeport

4,842

Edina Oestricicher

Dean of Students

Danbury

Western Connecticut State University

6,025

Arlene S Kreinik

Dean of Freshmen

Hartford

Trinity College

2,600

Sylvia W DeMore

Registrar

New Haven

Southern Connecticut State University

10,804

Nicole Henderson

Dir, First -Year Experience Pro-

New London

Connecticut College

1,922

Theresa Ammirati

Dean of Freshmen

New London

Mitchell College

866

Jen Welsh

Willimantic

Eastern Connecticut State University

5,370

Martin A Levin

Dir, Center for Edu Excellence

Fairfield

Fairfield University

4,736

John St Marie

Student Prgms & Leadership Dev

Washington

Gallaudet University

1,631

Jerri Lynn Dorminy

Coord, Assessment & Curriculum

Washington

George Washington University

25,264

Washington

Georgetown University

17,849

Erika Cohen-Derr

Dir of Orientation

Washington

Howard University

10,379

Washington

University of the District of Columbia

5,353

Mark Rivera

Dover

Delaware State University

4,336

Carlene Jackson

Orientation, Mentoring, & Advising

Dover

Wesley College

1,483

Russell Bradner

Dean of Students

New Castle

Wilmington University

13,935

Matthew J Wilson

Assistand Prof & Chair of Human-

Boca Raton

Florida Atlantic University

30,759

Bill Horstman

Assoc Dir / Academic Initiatives

Boca Raton

Florida Atlantic University

30,759

Corey King

Boca Raton

Lynn University

2,297

Lori D Wolin

Asst Prof

Daytona Beach

Bethune Cookman College

3,787

Daytona Beach

Embry-Riddle Aeronautical University

5,279

Sonja K Taylor

Dir of Housing

DeLand

Stetson University

4,044

Vince Applegate

Asst Dir for First Year & Transition

Fort Myers

Florida Gulf Coast University

14,850

Heather Snapp

First-Year Experience and Out-

Ft Lauderdale

Nova Southeastern University

25,670

Joel Nemes

Dean of Student Affairs

Jacksonville

Jacksonville University

4,157

Sharon Baiocco

Assoc Dean, Arts & Sciences

Miami

Florida International University

47,736

Elizabeth Carrillo

Asst Dir of Academic Advising

Miami Gardens

Florida Memorial University

1,568

Mary Oâ&#x20AC;&#x2122;Banner

Asst to the President

2015 Annual Report

dâ&#x20AC;˘2

D â&#x20AC;˘ 3

Royal Palm Beach South University

1,109

Maria-Lorena Santos Dean of Students

St Leo

Saint Leo University

16,275

David Persky

St Leo

Saint Leo University

16,275

David Persky

Tallahassee

Florida A & M University

10,734

West Palm Beach

Palm Beach Atlantic University

3,819

Albany

Albany State University

4,260

Dorothy Simmons

Coord, First & Second Year Exp

Atlanta

Clark Atlanta University

3,458

Alexa Henderson

Dean Undergraduate Studies

Atlanta

Georgia Institute of Technology

21,471

Monica Halka

Assoc Dir, University Honors

Augusta

Georgia Regents University

8,995

Elizabeth Huggins

Dir of 1st and 2nd Year Experience

Augusta

Paine College

925

Columbus

Columbus State University

8,156

Teresa S Irvin

Prof and Chair

Dalton

Dalton State College

5,015

Matthew Hipps

Dir, First Year Experience Program

Decatur

Agnes Scott College

915

Erin Howle

Dir, Student Leadership & Dev

Decatur

Georgia Perimeter College

21,123

Emily Cowdrick

Student Affairs Counselor

LaGrange

LaGrange College

940

Ted Scharre

Dean of Students

Lawrenceville

Georgia Gwinnett College

9,719

Anita L Vorreyer

Dir, Orientation & New Student

Macon

Middle Georgia State College

7,989

Rebecca Corvey

Assoc VP for Academic Affairs

Marietta

Southern Polytechnic State University

6,549

Alan Gabrielli

Dean of Arts and Sciences

Mount Berry

Berry College

2,223

Katherine Powell

Dir of First-Year Experience

Rome

Shorter University

2,747

Tracy H Batchelor

Assist Dir, Student Engagement

Savannah

Armstrong State University

7,101

Laura Barrett

Dean, College of Liberal Arts

Savannah

Savannah State University

4,772

Felicia Bell

Dir, Honors Program

Waleska

Reinhardt University

1,341

Walter P May

Assist Dean, Dir of Student Activ-

Young Harris

Young Harris College

1,122

Niki Fjeldal

Dir, Orientation and FY Experience

Honolulu

University of Hawaii - Manoa

20,006

Lisa Kitagwa-Akagi

Honolulu

University of Hawaii at Manoa

20,006

Pearl City

University of Hawaii - West Oahu

2,361

Alexander Fonseca

First Year Experience Coordinator

Cedar Rapids

Mount Mercy University

1,761

Mohammad Chaic-

Prof of Sociology

Davenport

St Ambrose University

3,607

Matt Hansen

Asst Dean of Students

Des Moines

Drake University

5,139

Jan Wise

Dir of Student Leadership Prgms

Dubuque

Clarke University

1,225

Rachel K Daack

Asst Prof of Sociology

Fayette

Upper Iowa University

6,271

Lydia Lofte

Senior Student

Iowa City

University of Iowa

31,065

Mount Vernon

Cornell College

1,118

Karla C Carney

Assoc Dean of Students

Sioux City

Briar Cliff University

1,174

William Mangan

VP for Academic Affairs

Boise

Boise State University

22,003

Dr Craig Hemmens

Dir, Honors Program

Moscow

University of Idaho

12,024

Pocatello

Idaho State University

13,326

Cynthia Hill

Dir, Honors Progra

Aurora

Robert Morris University

5,481

Carrie Roath Ernst

Dir, EducationÂ for the Western

Chicago

Chicago State University

5,701

Michael A Battle

VP Student Affairs

Chicago

Columbia College Chicago

10,142

Beau Beaudoin

Faculty - Culture, Race & Media

Chicago

Illinois Institute of Technology

7,850

Chicago

Loyola University Chicago

15,957

Clifford Golz

Prgm Dir, Student Activities

Chicago

Loyola University Chicago

15,957

Terry Williams

Chicago

Northeastern Illinois University

10,821

Jean Hemzacek

Chicago

Saint Xavier University

4,252

Margaret R McDon- Dir, Learning Center & Disability

Chicago

University of Chicago

15,194

Chicago

University of Illinois at Chicago

28,038

DeKalb

Northern Illinois University

21,138

Evanston

Northwestern University

21,596

Kelly Melvin Smith

Prof of Criminal Justice

Asst Dir of Orientation & FYE

2015 Annual Report

Joliet

University of St Francis

3,764

Christine Zielinski

Dir, Academic Resource Center

Lebanon

McKendree University

3,027

John Greenfield

Honors Program

Macomb

Western Illinois University

11,707

Normal

Illinois State University

20,272

Peoria

Bradley University

5,459

Quincy

Quincy University

1,455

Tiffany Nolan

VP for Student Affairs

River Forest

Concordia University Chicago

5,038

Kati Jendraszak

Resident Dir

Rockford

Rockford University

1,034

Brad Knotts

Dir of Student Success

Romeoville

Lewis University

6,525

Kurt Schackmuth

Springfield

Benedictine University

6,318

Teresa A Saner

Assoc Prof of Mathematics

Springfield

University of Illinois at Springfield

5,137

Lisa McGuire

Dir, New Student Orientation

Angola

Trine University

2,417

Kathie Wentworth

Academic Support Svcs Coordi-

Columbus

Indiana University Purdue University Colum-

Evansville

University of Evansville

2,630

Evansville

University of Southern Indiana

9,902

Fort Wayne

Indiana University - Purdue University at Fort 13,214

Gary

Indiana University Northwest

6,387

Hammond

Purdue University Calumet

9,422

Ryan Parsons-Rozy- Counselor

Indianapolis

University of Indianapolis

5,484

Corbin J Smyth

Kokomo

Indiana University Kokomo

4,178

Robert A Strikwerda Assoc Prof, Philosophy, Honor

Marion

Indiana Wesleyan University

14,959

Brad Garner

Asst Dean of Teaching and Learn-

New Albany

Indiana University Southeast

6,733

Notre Dame

University of Notre Dame

12,124

Sean Wernert

Faculty Academic Advisor

Richmond

Indiana University East

4,456

Carrie Heller

Executive Dir, University College

Westville

Purdue University North Central Campus

6,102

Sarah Smith

Baldwin City

Baker University

3,076

Lisa R Johnston

Asst Dean Student Academic Svcs

Emporia

Emporia State University

6,033

Stacey Braun

Asst Dir, Student Advising

Lawrence

The University of Kansas

27,784

Sarah Craw-

Dir, Office of First-Year Experience

Lindsborg

Bethany College

665

Bryan Katchay

Dean of Students

Manhattan

Kansas State University

24,581

Gregory Eiselein

Dir, K-State First

McPherson

McPherson College

656

Bruce Clary

Assoc Prof, English

Pittsburg

Pittsburg State University

7,400

Heather Eickstein

Sterling

Sterling College

690

Katherine Glynn

Wichita

Wichita State University

14,550

William Vandeburgh Executive Dir of Office of Student

Berea

Berea College

1,070

Paul Hager

Assoc Dean of Academic Affairs

Danville

Centre College

1,379

Carol Lunney

Dir of Career Development

Frankfurt

Kentucky State University

2,533

Sam O Oleka

VP of Acadmic Affairs

Louisville

Bellarmine University

3,419

Fred Rhodes

VP for Student Affairs

Morehead

Morehead State University

11,358

Bev McCormick

Asst VP for Academic Affairs

Pikeville

University of Pikeville

2,205

Wilmore

Asbury University

1,532

Deb Vetter

Assoc Dean for Student Success

Alexandria

Louisiana State University - Alexandria

2,242

Catherine Cormier

RN-BSN Coordinator

Baton Rouge

Southern University and A&M College

6,667

Grambling

Grambling State University

5,071

Hammond

Southeastern Louisiana University

14,949

Jennifer Paul Freder- Dir, Student Orgs and Strategic

New Orleans

Dillard University

1,200

Nia Haydel

Dir, First-Year Experience

New Orleans

Loyola University New Orleans

4,686

ML “Cissy” Petty

VPfor Student Affairs and Assoc

New Orleans

Southern University at New Orleans

2,989

Carolyn McCurdy

Ruston

Louisiana Tech University

11,014

Donald P Kaczvinsky Dir, Honors Program

Shreveport

Centenary College of Louisiana

661

2015 Annual Report

Phyllis McCluskey-Ti- Assoc Prof

Vickie Welsh-Huston Dir of General Studies Degree Robert L Reid

VP Academic Affairs

Greg Anderson

Assoc Dir for the First Year Expe-

Dir of Co-Curricular Prgms

Dir of New Student Svcs

d•4

D • 5

Babson Park

Babson College

3,343

Dan Kwash

Beverly

Endicott College

4,439

Nathaniel Holmes

Dean, First Year Students

Boston

Boston University

33,421

Daniel Goncalves

Academic Counselor

Boston

Emmanuel College

2,436

Damita Davis

Student Activities

Boston

Northeastern University

33,109

Faith Crisley

Asst Dir, Honors Program

Boston

Simmons College

4,715

Elizabeth Pierce

Dir of Leadership and First Year

Boston

Wheelock College

1,378

Adrian Haugabrook VP, Enrollment Management

Bridgewater

Bridgewater State University

11,267

Christina McCauley AD for New Student Prgms

Brookline

Newbury College

962

Chestnut Hill

Boston College

14,400

Fr Joe Marchese

Lowell

University of Massachusetts Lowell

16,932

Elizabeth Donaghey Honors Program Coordinator

Milton

Curry College

3,074

N Dartmouth

University of Massachusetts Dartmouth

9,053

Elizabeth Lehr

Dir, First-Year Success Program

Newton Centre

Mount Ida College

1,288

Will J Cribby

Assoc Dean of Students

North Andover

Merrimack College

3,067

Shawn J DeVeau

Dir of Campus Community Devel-

Waltham

Bentley University

5,658

Charles Hadlock

Dean of Undergraduate Education

Wellesley

Wellesley College

2,300

Carlos Alberto Vega Faculty Dir, Prof of Spanish

Westfield

Westfield State University

6,046

Maureen McCartney Assoc Dean, Academic Affairs

Worcester

Becker College

2,021

Sarah Mosier

Worcester

Worcester State University

6,447

Caroline Chiccarelli Dean of Freshman Studies

Baltimore

Coppin State College

3,383

Baltimore

John’s Hopkin’s University

21,267

Rachel L Navarre

Baltimore

Loyola University Maryland

5,977

Francis Cunningham Dir, Honors Program

Baltimore

Notre Dame of Maryland University

2,877

Jim Conneely

PRESIDENT

Baltimore

Towson University

22,499

James F Brennan

Provost

Baltimore

University of Maryland - Baltimore County

13,908

Kathy Weaver

Doctoral Student

Bowie

Bowie State University

5,561

LaToya Walters

Resident Dir

Chestertown

Washington College

1,483

Mela Dutka

VP for Student

Princess Anne

University of Maryland - Eastern Shore

4,222

Brenda Anderson

Dir of Admissions

St Mary’s City

St Mary’s College of Maryland

1,634

Andrew Kozak

Honors Program

Stevenson

Stevenson’s University in Maryland

4,398

Terra Hall

Dir of First Year Experience

Presque Isle

University of Maine at Presque Isle

1,263

Raymond Rice

Honors Program

Allendale

Grand Valley State University

24,477

Amanda Cuevas

Dir, Office of Fellowships

Alma

Alma College

1,419

Reginald Avery

Dean of Students

Ann Arbor

University of Michigan - Ann Arbor

43,710

Lydia Middleton

Assoc Dir, New Student Prgms

Bermen Springs

Andrews University

3,516

Malcomlm B Russell Dir - Honors Program

Big Rapids

Ferris State University

14,707

Jon L Shaffer

Diector of Residential Prgms and

Dearborn

University of Michigan - Dearborn

9,003

Maggie Martin

Asst to the Provost

Detroit

Marygrove College

1,960

Donald E Levin

Dir of Honors Program

Detroit

University of Detroit Mercy

5,112

East Lansing

Michigan State University

50,085

James Lucas

Asst Dean, Global Education

Flint

University of Michigan - Flint

8,555

Renate McLaughlin

Provost and Vice Chancellor, Aca-

Grand Rapids

Aquinas College

2,001

Jessie L Grant

Dir, Campus Life

Holland

Hope College

3,318

Ryan White

Dir of Advising and First-Year

Houghton

Michigan Technological University

7,100

Midland

Northwood University

4,584

Mount Pleasant

Central Michigan University

26,841

Phame Camarena

Dir of Honors Program

Novi

South University

Olivet

Olivet College

Sault Sainte Marie Lake Superior State University

Dir/FYE Asst Dean for Academic Advising

Dir of First Year Experience

Assoc Dir of Annual Giving

Melissa Schultz 1,101

Milton Chester

Dir of Honors Program

2,435

Diana R Pingatore

Dir University Honors Program

2015 Annual Report

Ypsilanti

Eastern Michigan University

23,477

Christine Deacons

Dir of Academic Support Svcs

Bemidji

Bemidji State University

4,952

LIsa Erwin

VP for Student

Duluth

University of Minnesota - Duluth

11,241

John P Kowalczyk

Program Coordinator, Freshman

Mankato

Bethany Lutheran College

536

Ronald J Younge

VP for Academic Affairs

Minneapolis

Augsburg College

3,576

Frankie B Shackel-

Co-Dir, Professional Development

Minneapolis

University of Minnesota - Twin Cities

51,526

Carl Brandt

Dir, Student Svcs, Liberal Arts

Moorhead

Concordia College

2,558

Dawn Duncan

Assoc Prof, English

Northfield

Carleton College

2,023

Robin Hart Ruthen-

Dir of Campus Activities

Northfield

St Olaf College

3,125

Beth Gettys-Sturkey

St Cloud

St Cloud State University

16,245

Tracy E Ore

Dir, Applied Sociology Program

St Paul

St Catherine University

5,017

Colleen Hegranes

Senior VP/ Academic

St Paul

University of Saint Thomas

10,221

Beena George

Assoc Dean of Assess, Assoc Prof

Columbia

University of Missouri Columbia

34,658

Julie Melnyk

Assoc Dir, Honors College

Fulton

Westminster College

1,039

Kathryn-Elaine G

Head Public Svcs, Reeves Library

Fulton

William Woods University

2,106

Michelle Kemp

Dir of Career Svcs

Jefferson City

Lincoln University

3,043

Kansas City

Rockhurst University

2,920

Daniel Martin

Honors Program Dir

Kirksville

Truman State University

6,225

Saint Joseph

Missouri Western State University

5,926

Bennett

Dir of Honors Program

Saint Louis

Saint Louis University

13,505

Leanna Fennegerg

Asst VP

Saint Louis

Washington University in St Louis

14,032

Karen Coburn

Asst Vice Chancellor for Students

St Louis

Missouri Baptist University

5,322

Mary Bagley

St Louis

University of Missouri - St Louis

12,168

Megan Green

Dir of New Student Prgms

Warrensburg

University of Central Missouri

12,513

Emily Bergsieker

Asst Dir, Student Activities

Alcorn State

Alcorn State University

3,848

Patricia White

Columbus

Mississippi University for Women

2,629

James R Keller

VP for Student Affairs

Holly Springs

Rust College

969

Jackson

Belhaven University

4,025

Amanda Slaughter

Chief Retention Officer

Bozeman

Montana State University

15,421

Omaha

University of Nebraska - Omaha

15,227

Rita Henry

Asst Vice Chancellor of Student

Boone

Appalachian State University

17,838

Buies Creek

Campbell University

6,244

Jennifer Latino

Dir, First Year Experience

Chapel Hill

University of North Carolina at Chapel Hill

29,127

April Mann

Dir of New Student & Parent Prgms

Charlotte

University of North Carolina at Charlotte

26,571

Liz Fitzgerald

Dir of First Year Prgms

Concord

Barber-Scotia College

Davidson

Davidson College

1,788

Thomas C Shandley VP for Student Life

Duraham

Duke University

15,467

Greta Boers

Reference/ Instruction Lilly Library

Durham

North Carolina Central University

8,093

Gloria Chambers

Adm Assist University Honors

Elizabeth City

Elizabeth City State University

2,421

Greensboro

Greensboro College

1,012

Tammy D Alt

Dir of Leadership & First-Year

Greensboro

Guilford College

2,302

Barba G Boyette

Asst Academic Dean

High Point

High Point University

4,199

Lynne Murray

Office of Freshman Success

Murfreesboro

Chowan University

1,370

Debra DeMarey

Biologist

Pembroke

University of North Carolina at Pembroke

6,269

Jesse Peters

Dean, Honors Program

Raleigh

North Carolina State University

34,009

Shannon R Edward

Office of Undergraduate Prgms

Raleigh

Saint Augustineâ&#x20AC;&#x2122;s University

1,299

Sevealyn V Smith

Dir, Honors Program

Raleigh

Shaw University

2,062

Carmen Walker

Coordinator, First Year Prgms

Rocky Mount

North Carolina Wesleyan College

1,602

Fred Griffin

Interim Honors Dir

Salisbury

Livingston College

1,175

Wilmington

University of North Carolina at Wilmington

13,937

Erika Hanson

Coordinator, FYS & Academic

2015 Annual Report

dâ&#x20AC;˘6

D • 7

Wilson

Barton College

1,065

Vernon Lindquist

VP of Academic Affairs

Winston-Salem

Wake Forest University

7,487

Steve Hirst

Dir, Student Leadership and Orgs

Winston-Salem

Winston-Salem State University

5,399

Corry A Colonna

Area Coord, Housing and Resi-

Dickinson

Dickinson State University

1,449

Grand Forks

University of North Dakota

15,143

Brian Urlacher

Political Science Public Adminis-

Minot

Minot State University

3,533

Beth Odahlen

Dir, Engaged Teaching & Learning

Lincoln

Nebraska Wesleyan University

1,956

Sarah Boatman

VP of Student Affairs

Omaha

Creighton University

8,019

Mary Higgins

Dir of Student Retention

Omaha

College of Saint Mary

898

Frankie Coleman

Dir of Student Activities

Durham

University of New Hampshire

14,942

David R Hiley

Provost and VP for Academic

Keene

Keene State College

4,923

Peter J Wiernicki

Residence Dir, Residential Life

Manchester

Saint Anselm College

1,912

Karlea Brunelle-Join- Asst Dean of Students

Manchester

University of New Hampshire - Manchester

926

Karlea Brunelle-Join- Dir of First Yr Experience

Nashua

Rivier College

1,459

Stephen Traynor

Dean, School of Undergraduate

Plymouth

Plymouth State University

5,041

Shane Cutler

Assoc Dir

Bloomfield

Bloomfield College

1,979

Ilona Anderson

VP for Academic Affairs

Ewing

The College of New Jersey

7,340

William DeMeritt

Provost/VP Academic Affairs

Galloway

Stockton University

8,458

Lisa Rosner

Dir, Honors Program; Prof of

Glassboro

Rowan University

14,778

Rory O’Brien McEl-

Assoc Prof Dept of Psychology

Hackettstown

Centenary College

2,400

Kyle Baillie

Dir of First Year Prgms

Jersey City

New Jersey City University

8,442

Larry Carter

VP Academic Affairs

Madison

Drew University

2,291

Geraldine M Muir

Assoc Dean for Student Life

New Brunswick

Rutgers

48,036

Greg Blimling

Vice Pres for Student Affairs

Teaneck

Fairleigh Dickinson University

8,546

M Patricia Warunek Honors Program

Union

Kean University

14,404

Carole L Willis

Honors Program

Wayne

William Paterson University of New Jersey

11,414

Mark Ellis

First-Year Experience Coordinator

Portales

Eastern New Mexico University

5,855

Santa Fe

Santa Fe Community College

6,265

Janice K Zoller

Service Learning Dir

Silver City

Western New Mexico University

3,560

Las Vegas

University of Nevada - Las Vegas

27,848

Ann McDonough

Dean, Academic Success Center

Reno

University of Nevada - Reno

18,776

Michael Nieto

East Coast Regional Univ Rela-

Albany

College of Saint Rose

4,508

Dennis McDonald

Dean of Student Affairs

Alfred

Alfred University

2,380

Jennifer Posener

Asst Dean, College of Liberal Arts

Amherst

Daemen College

2,888

Blake Thurman

Executive Dir of Academic Sup-

Brockport

State University of New York College at

8,128

Marcella Esler

Dir, Student Retention

Brooklyn

City University of New York - Brooklyn

17,004

Robert Curran

Office, Dean of Undergraduate

Brooklyn

City University of New York - NYC College

17,374

Daniel Fictum

Dir, Student LIfe

Brooklyn

Saint Joseph’s College - New York

1,461

Susan Hudec

Dean of Students

Canton

St Lawrence University

2,493

Peg Kelsey Cornwell Project Dir, Leadership Academy

Canton

State University of New York - Canton

3,354

Sharon Tavernier

Dir Advising and First Year Prgms

Flushing

City University of New York - Queens Col-

18,974

David Speidel

Provost

Garden City

Adelphi University

7,610

Jeffrey A Kessler

Dean Student Affairs

Geneva

Hobart and William Smith Colleges

2,272

Averell Bauder

Dir of Public Service

Houghton

Houghton College

1,100

Ms Sharon Givler

Dir of Career Planning and Place-

Ithaca

Cornell University

21,593

Laura Brown

Jamaica

City University of New York - York College

8,307

Daisy De Filippis

Assoc Dean, Academic Affairs

New Rochelle

Iona College

4,241

M Ciardiello

Asst to the Provost

New York

City University of New York - Hunter College 23,019

Michael Griffel

School of Arts & Sciences, 812 HE

New York

Columbia University in the City of New York 26,957

Chris Colombo

Dean of Student Affairs

New York

New York University

Maurice Washington Housing and Residence Life

44,599

2015 Annual Report

Newburgh

Mount Saint Mary College

2,059

Niagara

Niagara University

4,052

Gregory L Klein

Honors Program Coordinator

Old Westbury

New York Institute of Technology

7,545

Edward Guiliano

VP for Academic Affairs

Old Westbury

State University of New York College Old

4,251

Monica F Rascoe

VP for Student Affairs

Oneonta

Hartwick College

1,615

Harry B. Matthews

Assoc Dean

Plattsburg

State University of New York College at

6,051

Kathleen McClellan Assoc Dir, First Year Experience

Potsdam

State University of New York College at

4,042

Olajiwon Mccadney Resident Hall Dir

Purchase

Manhattanville College

1,611

Shirley Baker

Rochester

Nazareth College of Rochester

2,823

Linda Searing

Dir, Academic Advisement

Rochester

Rochester Institute of Technology

18,292

Patti A Kirk

Resident Dir

Rochester

University of Rochester

11,020

Deborah Ros-

Dean for Freshmen

Rockville Centre

Molloy College

4,455

Janine McElroy

Dir of Campus Life

Sparkill

St Thomas Aquinas College

1,956

Tamara S Rury

Dir, Academic Development

Stony Brook

State University of New York at Stony Brook 24,143

Manny London

Assoc Provost, Academic Student

Syracuse

Le Moyne College

3,020

Pam Chrysler

Academic Svcs Specialist

Troy

Rensselaer Polytechnic Institute

6,714

Janelle Fayette

Dean, First-Year Experience

West Point

United States Military Academy

4,414

Lisa Dâ&#x20AC;&#x2122;Adamo-Wein- Dir, Reading & Study Skills Pro-

White Plains

College of Westchester

1,197

Judith Lilleston

Syracuse University

21,267 7,578

Jeff Miller

Honors Program

NY NY

New Paltz

State University of New York at New Paltz

New York

City University of New York

Old Westbury

State University of New York College Old

4,251

Nancy Sucks

Dir of Freshman Year Experience

Oswego

State University of New York College at

8,117

Kathleen Evans

Asst VP, Student Affairs

Potsdam

State University of New York College at

4,042

Amanda Grazioso

Asst Dir, Residence Life

Akron

The University of Akron

27,079

Fedearia A NicholsonAsst VP for Student Success

Akron

University of Akron

27,079

Bluffton

Bluffton University

1,146

Daniel Wessner

Asst Prof, History & International

Cincinnati

Xavier University

6,671

E Paul Colella

University Scholars Program

Cleveland

Case Western Reserve University

10,325

Edwin Mayes

Dir, First Year Experience and

Cleveland

Cleveland State University

17,730

Columbus

Capital University

3,628

E Wray Bryant

Asst Prof Religion and Philosophy

Columbus

Mount Carmel College of Nursing

1,121

Katheryn Fernandez Assoc Prof/Coord, Academic

Columbus

Ohio Dominican University

2,573

Jessica Hall

Coordinator of First Year Prgms

Dayton

The University of Dayton

10,856

Cari Wallace

Dir of New Student Programming

Delaware

Ohio Wesleyan University

1,830

Louise S Musser

Assoc Dean for Academic Affair

Findlay

The University of Findlay

4,877

Ms Marjorie M SchottDir, Honors Program

Hiram

Hiram College

1,311

Eric Riedel

Kettering

Kettering College

880

Ricardo A Chujutalli student

New Concord

Muskingum University

2,154

J Ransom Clark

VP for Academic Affairs

Painesville

Lake Erie College

1,089

Robin McDermott

Vice Pres for Enroll Mgt & Student

Sylvania

Lourdes University

2,128

Karen S Roadruck

Dir, Early Childhood Teacher Prep

Tiffin

Tiffin University

4,954

Nicholas Reinhard

Coordinator of First-Year Studies

Toledo

University of Toledo

20,782

Lori Edgeworth

Dir of Student Involvement

Wilberforce

Central State University

2,068

Wilberforce

Wilberforce University

387

Wimington

Wilmington College

1,310

Kandra Sejas

Asst Dir of Residence Life

Wooster

College of Wooster

2,077

Ken Plusquellec

Dean of Students

Ada

East Central University

4,540

Dennis Boe

Dir, Honors Program

Edmond

University of Central Oklahoma

17,217

Langston

Langston University

2,533

2015 Annual Report

VP & Dean of Students

dâ&#x20AC;˘8

Shawnee

Oklahoma Baptist University

2,097

Stillwater

Oklahoma State University

25,939

Shawna Becker

Tahlequah

Northeastern State University

8,207

Karen Carey

Tulsa

University of Tulsa

4,597

Roger Sorochty

Ashland

Southern Oregon University

6,177

Coravallis

Oregon State University

28,000

Michael Olson

First Year Experience Coordinator

Forrest Grove

Pacific University

3,607

Sarah Phillips

Honors Program

La Grande

Eastern Oregon University

4,157

John Miller

Provost and V P for Academic

Monmouth

Western Oregon University

6,188

Deborah Diehm

FYE Instructor

Newberg

George Fox University

3,712

Dana L Miller

VP for Advancement

Portland

Portland State University

29,452

Lisa McCalla

Adviser, Student Government and

University of Oregon

24,473

Erika Swanson

OR PA

Allentown

Muhlenberg College

2,448

Michael R Huber

Dean of Academic Life

Bloomsburg

Bloomsburg University of Pennsylvania

10,127

M Theresa Bloskey

Dir, TRIO SSS

Center Valley

Penn State Lehigh Valley

925

Tiffany Cress-

Dir of Student Affairs

Cheney

Cheyney University of Pennsylvania

1,212

Tia S Brown

Coordinator of Student Engage-

Chester

Widener University

6,311

Doylestown

Delaware Valley College

1,682

East Stroudsburg

East Stroudsburg University of Pennsylvania 6,778

Edinboro

Edinboro University of Pennsylvania

7,098

Erie

Penn State Erie

4,057

Gettysburg

Gettysburg College

2,711

Greenville

Thiel College

Gwynedd Valley

Gwynedd Mercy University

La Plume

PA PA

VP for SA April Vari and Hanna Marcia V Godich

Honors Program

Christopher Reber

Dir of Devopment and University

1,076

Diane M Donnelly

Co-Coordinator of Academic

2,371

Rebecca Y Signore

Coordinator, First Year Experience

Keystone College

1,595

Sharon Clark

Senior Dir of Student Support

Lock Haven

Lock Haven University

5,260

Jacqueline M Whit-

Assoc Prof of Chemistry

Loretto

Saint Francis University

2,347

Donna M Menis

Honors Program Dir

Meadsville

Allegheny College

2,161

Rachel Garza

Media

Penn State Brandywine

1,492

Laura Guertin

Assoc Prof of Earth & Mineral

Monaca

Penn State Beaver

703

Robert C DeWitt

Dir of Student Affairs

Philadelphia

Saint Joseph’s University

8,954

Jackie Starks

Philadelphia

Temple University

37,270

Pittsburgh

Carnegie Mellon University

12,991

Pittsburgh

Chatham University

2,170

Jamie Sarkis

Student Activities (Graduate Asst)

Reading

Albright College

2,384

Virginia Scullion

Assoc Dean of Students and

Reading

Penn State Berks

2,732

Tami H Mysliwiec

Asst Prof of Biology

Slippery Rock

Slippery Rock University of Pennsylvania

8,347

Waynesburg

Waynesburg University

2,190

Patricia Roth

Dir of Student Activities

West Chester

West Chester University of Pennsylvania

15,845

Wilkes-Barre

King’s College

2,391

Robert B McGonigle Dean of Students

Wilkes-Barre

Wilkes University

4,665

Marcia S Balester

Coord, First Year Foundations

D • 9

Dir, Honors Program

Moravian College

1,841

Bristol

Roger Williams University

4,732

Becky Spritz

Dir, University Honors Program

Kingston

University of Rhode Island

16,387

Kristina Leeming

Dir/New Student Prgms

Providence

Johnson & Wales University

10,369

Jim Brosnan

Dir, Honors Program

Providence

Rhode Island College

8,700

Marissa Weiss

Asst Dir, Student Activities

Aiken

University of South Carolina Aiken

3,299

Kesha Entzminger

Academic Advisor

Charleston

College of Charleston

11,619

Christopher Korey

Dir, First-Year Experience

Columbia

Allen University

651

Columbia

Benedict College

2,516

Ronnie Hopkins

Dean of Freshman Institute

2015 Annual Report

Denmark

Voorhees College

535

Sandra Rouse

Dir of First Year Experience

Gaffney

Limestone College

3,307

Suzanne Lindley

Biology

Greenwood

Lander University

2,877

Kenneth Waldrop

Dir of Student Activities

Newberry

Newberry College

1,027

Mimi Meyer

Dean of Student Affairs

Orangeburg

Claflin University

1,884

Keiko Cooley

Student, Biochemistry Major

Spartanburg

University of South Carolina Upstate

5,445

Leon Wiles

Assoc Chancellor for Student

Sumter

Morris College

824

Liz Bell

Honors Program

Sumter

University of South Carolina Sumter

924

Gail Pack

Dir of Advisement and Counseling

Aberdeen

Northern State University

3,343

Bristol

King University

2,575

Emily Loudon

Dir of Student Life

Cleveland

Lee University

4,922

Suzanne Hamid

Henderson

Freed-Hardeman University

1,811

Rolland W Pack

Exective Dir of Honors

Jackson

Lane College

1,541

Jackson

Union University

4,288

Susan Hopper

Co-Dir, Center for New Students

Knoxville

University of Tennessee - Knoxville

27,171

Martin

University of Tennessee - Martin

7,423

William Zachry

Honors Dir

Memphis

Rhodes College

2,054

Terri Lindquester

Assoc Dean of Academic Affairs

Memphis

Lemoyne-Owen College

1,078

Murfreesboro

Middle Tennessee State University

23,881

Cornelia Wills

Dir of Student Success

Nashville

Lipscomb University

4,580

Teresa S Williams

Dir, Student Advocacy

Nashville

Tennessee State University

8,883

Tiffany Bellafant

Dir, First-Year Students

Abilene

Abilene Christian University

4,461

Chris Willerton

Honors Program

Alpine

Sul Ross State University

2,865

Rick Garcia

Head VB Coach

Austin

Huston-Tillotson University

973

Kenya J Johnson

Assoc Dean of Student Affairs

Austin

St Edward’s University

33,720

Caroline Morris

Dir of Fellowships

Brownsville

The University of Texas at Brownsville

8,612

Rosalinda Garza

Outreach Coordinator Upward

Canyon

West Texas A&M University

8,377

Wes Condray

Dir, Multicultural Affairs

Corpus Christi

Texas A & M - Corpus Christi

10,951

Glenn Blalock

Asst Prof

Corpus Christi

Texas A&M - Corpus Christi

10,951

Stephanie Clark

Program Coordinator, Student

Dallas

Paul Quinn College

243

Dallas

University of North Texas - Dallas

2,140

Jason Wallace

First Year Experience & Orienta-

Denton

Texas Woman’s University

15,058

Eddy Lynton

Undergraduate Stud/Acad Part-

Georgetown

Southwestern University

1,535

Cristina Manzanares Student

Hawkins

Jarvis Christian College

609

Orenthia D Mason

Dir of Teacher Education

Houston

Houston Baptist University

2,910

Roquee Forson

Dir of Student Involvement

Houston

Texas Southern University

9,600

Geary D Newhouse

Assoc Prof, Ed Leadership &

Houston

University of St Thomas

3,522

Ricardo Montelongo Dir of Student Success

Killeen

Texas A&M University - Central Texas

2,404

Laredo

Texas A & M International University

7,431

Kristen Standage

Longview

LeTourneau University

2,729

Susan Matlock-Het- Dir of Freshman Year Experience

Marshall

Wiley College

1,392

Nacogdoches

Stephen F Austin State University

12,772

Odessa

The University of Texas of the Permian Basin 5,131

Kay E Ketzenberger Asst Prof, Psychology

Prairie View

Prairie View A&M University

8,283

Juanel Sippio

Asst Dir of Academic Advisement

Richardson

The University of Texas at Dallas

31,328

Kimshi Hickman

Assoc Dean

San Antonio

St Mary’s University

2,293

Daniel Rigney

Honors Program, Box 47

Sherman

Austin College

1,222

Kelsel Thompson

Dir of Student Life

Texarkana

Texas A & M University - Texarkana

1,805

Craig Nakashian

Assistand Prof of History

Tyler

Texas College

971

Victoria

University of Houston - Victoria

4,491

Chari L Norgard

Assoc VP, Dept Student Affairs

2015 Annual Report

Charles Hueber

Dir, Academic Success Center

Asst Dir of Student Life

d • 10

Weslaco

31,232

Kimberly Brumfield

Student Activities Specialist Registrar

Texas A & M University

58,672

Cedar City

Southern Utah University

7,745

Maxine Stolk

Logan

Utah State University

27,812

Christie Fox

Orem

Utah Valley University

30,564

Michelle Kearns

Dir, Student Success/Retention

Provo

Brigham Young University

30,243

Salt Lake City

The University of Utah

32,077

Paul Gore

Assoc Prof of Educational Psy-

Salt Lake City

Westminster College

3,108

St George

Dixie State University

8,350

Janet Walker

Lecturer/ Advisor, Interdsciplinary

Arlington

Marymount University

3,441

Todd Rimkus

Chair, Biology Department

Danville

Averett University

2,172

Hampton

Hampton University

4,622

Harrisonburg

James Madison University

20,181

Mary D Morsch

Assoc Dir, Career and Academic

Lawrenceville

Saint Paulâ&#x20AC;&#x2122;s College

6,733

Lynchburg

Randolph-Macon College

1,404

Connie J Gores

VP for Enrollment

Petersburg

Virginia State University

5,763

Radford

Radford University

9,928

Erin Webster-Garrett Assoc Prof of English

Richmond

Virginia Union University

1,750

Stevie Lawrence

Freshman Year Experience Coor-

Virginia Polytechnic Institute & State Uni-

31,205

VA VT

Burlington

University of Vermont

11,781

Dani Comey

Academic Svcs Manager

Seattle

Seattle University

7,422

John D Eshelman

Provost

Tacoma

Pacific Lutheran University

3,462

Michael Bartanene

Honors Program

Tacoma

University of Puget Sound

2,826

Susan Resnick

President

Walla Walla

Walla Walla Community College

5,109

Dale Johnson

Dir, Career Development and

University of Washington

53,072

WA WI

Beloit

Beloit College

1,244

De Pere

Saint Norbert College

2,222

Shannon Goehner

First Year Experience

La Crosse

University of Wisconsin - La Crosse

10,409

Jo Arney

Asst Prof, Political Science and

Madison

Edgewood College

2,894

Susan Nanning-So- Department of Theatre Arts

Madison

University of Wisconsin - Madison

43,000

Kevin Helmkamp

Assoc Dean of Students

Mequon

Concordia University Wisconsin

7,943

Randall Ferguson

Freshman Yr Experience Dir

Milwaukee

Marquette University

11,782

David R Buckholdt

VP for Academic Affairs

Milwaukee

Mount Mary University

1,481

Sister Jane Forni

Dean of Academic Affairs

River Falls

University of Wisconsin - River Falls

6,184

Sarah Egerstrom

Dir, New Student and Family

Sheboygan

Lakeland College

3,283

Sandra G Vollbrecht VP, Student Affairs & Dean, Cam-

Stevens Point

University of Wisconsin - Stevens Point

9,643

Susan Rufledt

Dir, First-Year Experience

Superior

University of Wisconsin - Superior

2,656

Marshall Johnson

University Honors Program

Waukesha

Carroll University

3,539

Whitewater

University of Wisconsin - Whitewater

12,159

Beth John

Dir of First Year Experience

University of Wisconsin - Green Bay

6,667 Marie Flanigan

VP of Student Affairs & Dean of

Staci Ballard

Dir, First Year Program

D â&#x20AC;˘ 11

South Texas College

Athens

Concord University

2,795

Bluefield

Bluefield State College

1,747

Charleston

University of Charleston

1,935

Huntington

Marshall University

13,413

Institute

West Virginia State University

2,677

Laramie

University of Wyoming

13,638

Margaret F. Skinner Dir

2015 Annual Report

E•1

2,326

2,457

1,470

1,052

6,042

6,325

21,003

2,068

8,865

14777

16,826

10,791

34,334

6,251

2,426

12,812

DePauw University

Georgia Southwestern State University

Johnson C. Smith Univ

Midland University

Midwestern State Univ

Norfolk State University

Southern Illinois Univ

Southern Nazarene Univ

Texas Christian University

Univ of Southern Miss

Univ of Calif - Riverside

University of Denver

University of Houston

University of the Pacific

University of Rio Grande

Youngstown State Univ

11,883

6,148

10,688

15,550

American University

Angelo State University

Central Washington Univ

Cleveland State Univ

CONTINUED CHAPTER CONCERNS

38,247

Indiana University

State

•

PES

•

SCS

Chapter Concerns

Enroll

NEW CHAPTER CONCERNS

School

APPENDIX E

1/8/2013

Emailed 3/25/13 - LG

INACTIVE but hope

5/2/2012

4/2/2013

4/20/2013

4/27/2013

Emailed 3/25/13 - LG

5/19/2012

4/10/2013

4/16/2013

4/7/2013

4/13/2013

Emailed 3/26/13 - LG

4/25/2013

11/30/2012

4/30/2013

4/18/2013

4/7/2013

Date FY13

139

104

135

586

Members

197

630

229

1741

800

436

312

2200

Eligible

23%

80%

27%

24%

31%

43%

18%

82%

55%

27%

Increase YIELD

early April

4/2/2014

5/29/2013

6/2/2013

4/16/2013

9/1/2013

10/25/2013

10/4/2013

4/5/2014

Date FY14

102

124

472

Members

547

465

300

615

117

2401

Eligible

-44%

14%

33%

-45%

-52%

-19%

Increase YIELD

Inactive 2012

HELP New ADV in 2013

dropping ALD and keeping PES

Date FY15

E • 2

2015 Annual Report

Enroll

5,065

9,906

987

701

15,657

8,571

8,746

24,825

School

Grambling State Univ

Lamar University

Louisiana College

MacMurray College

Miami University

Univ of La - Monroe

Univ of South Dakota

Univ of Texas - Arlington

State

•

PES

•

SCS

Emailed 3/25/13 - LG

e-mail deciding to be inactive also PES

Promises…. advisor change

Emailed 3/25/13 - LG

4/16/2013

Not this year

5/2/2013

INACTIVE

Date FY13

177

Members

392

Eligible

45%

Increase YIELD

Date FY14

Members

Eligible

Increase YIELD Inactive 2014

Date FY15

2015 Annual Report

Eâ&#x20AC;˘3

Enroll 10,941 20,562 9,122

7,442 2,933 21,410 546 1,379 2,118 14,213 2,665 26,382

School

Southern Methodist University

University of Memphis

Fort Hays State University

Minnesota State University Moorhead

Morehouse College

University of California - Santa Barbara

Wesleyan College

McMurry University

Piedmont College

University of Missouri - Kansas City

Willamette University

University of Kentucky

Chapters with Low Numbers

State

3/28/2013

4/11/2013

4/24/2013

4/3/2013

4/16/2013

4/17/2013

11/15/2012

4/18/2013

4/6/2013

Fall 2013 - will induct 3 semestersâ&#x20AC;&#x2122; worth

4/22/2013

5/5/2013

FY13 Init

158

Members

1660

157

350

842

178

567

581

Eligible

4/3/2014

10/20/2013

11/17/2013

4/23/2014

FY14 Init

Members

147

550

Eligible

3/24/2015

4/30/2015

4/27/2015

4/9/2015

4/21/2015

4/15/2015

22-May

4/29/2015

4/11/2015

9/28 - CLOSING

4/15/2015

FY15 Init

Members

1110

127

n/a

179

n/a

Eligible

APPENDIX F

Fellowship & Scholarship Winners

Fellowship Recipients

Cody Barnett.................. University of Kentucky College of Law Monique Chambers....... Univ of Calif, Hastings Coll of the Law Ryan Cross........................................................... Purdue University Chelsea Hull.................................University of Nebraska Lincoln Mica Jenkins.......................................... Montana State University Kayarash Karimian............... John Hopkins School of Medicine Adam Lechnir................................................ University of Chicago Joseph Luchsinger........................................Vanderbilt University Samantha Marita....................................... University of Cincinnati Kali Mattingly........................... The State University of New York Ashley Meadows.. Univ of North Texas Health Science Center Tiara Miller....................Teachers College - Columbia University Jenna Neumann...................University of Michigan Law School Jennifer Newman.............................University of South Carolina Janet Newton....................................University of South Carolina Linh Nguyen........ University of Oklahoma College of Medicine Rachel Oldenburg................................................ Clarke University Dhruv Patel........................University of Alabama at Birmingham Jacquelyn Suarez........... Rutgers Univ School of Law-Camden Taylor Sutcliffe........Northwestern U Feinberg Sch of Medicine Kelci Teut.................................................... University of Cincinnati Brette Throckmorton......... University of Virginia School of Law Leigh Yarborough...............Harvard School of Dental Medicine

Stemler Scholarship Recipients

Emily Baker................................................................................ IUPUI Zachariah Beasley.................................................Franklin College Katherine Beck....................................................Indiana University Jill Bosserman..................................................... Purdue University Austin Browning...................................................... Linfield College Marlena Collins........................................Georgia State University Tayler Daniels............................................University of Oklahoma Alana Dettwiler...................................... Montana State University Natasha Hongsermeier................................ Morningside College Brianna Malotke.................................................. Purdue University Eduardo Medellin................ University of Texas - Pan American Morgan Moran........................................................................... IUPUI Phillip Ngo..................................................University of Oklahoma Danielle Oesterle..................................................Stockton College Jared Rixstine...................................................... Millikin University Kelsey Ruth........................................................ Cazenovia College Alexander Schwartz....................................Saint Vincent College Taylor Tatman............................................................Ohio University Colin Winkie............................... West Virginia Wesleyan College Grace Zhang..................... University of Maryland, College Park

F â&#x20AC;˘ 1

Trow Scholarship Recipients

Avan Antia.................................................... University of Maryland Orrin Boese....................... Montana State University - Bozeman Leeann Burke.................................................Chestnut Hill College Jennifer Carmichael.................................University of Oklahoma Mikala Cooper............................................... Morningside College Abigail Coyle........................................................ Liberty University Collin Davidson............................................Elizabethtown College Nhan Do...................................................................................... IUPUI Amy Fox.............................. Montana State University - Bozeman Delaney Garrett................................................... Purdue University Tanner Givens...................................................... Purdue University Courtney Grondziowski..............................Saint Vincent College Madison Hedrick.......................................University of Oklahoma Megan Heitkemper...................................... Wittenberg University Sydney Hobbs............................................ University of Kentucky Gloria Hwang...................................................... Dickinson College Brianna Johnson................................ Valley City State University Jennifer Labrousse......................................University of Portland Morgan Moran........................................................................... IUPUI Tangie Muncil..................................................... Cazenovia College Quang Nguyen...........................................University of Oklahoma Alexandra Perrault.................................... University of Cincinnati Mariyah Pressley................North Carolina A&T State University Chelsea Reuter.................................................... Carthage College Jared Rixstine...................................................... Millikin University Jeremy Schmoyer...University of the Sciences in Philadelphia Emily Schweich.......................................... University of Maryland Elizabeth Spanos................................. The Ohio State University Kaitlyn Strosnider............ California University of Pennsylvania Caroline Thomas...................................George Mason University Jefferson Trippel................................................. Purdue University Kara Wade.........................................Eastern Kentucky University Rachel Walters..................................................... Liberty University Kaitlyn Wilberding..............University of Wisconsin - Eau Claire Madison Wright.................................................. Ashland University

2015 Annual Report

APPENDIX G

National Headquarters Staff, New York

Trish Dillenbeck, Director of Communication • • • • •

Masters in Higher Education Administration, University at Buffalo, 2008 Bachelors in Communication and Public Relations, St. John Fisher College, 2006 Assistant Director of Admissions, Buffalo State, 2011-2015 Assistant Director of Orientation and First-Year Programs, Buffalo State, 2008-2011 Skill-set: writing, editing, desktop publishing, public relations and marketing, assessment, event logistics, Adobe Suite, social media, web design.

Nancy Schneller, Bookkeeper and Executive Assistant • • •

2015 Annual Report

Business Education, East Carolina University, 1985 Office Manager and Full-Charge Bookkeeper at various companies since 1986. Skill-set: Accounts Payable, Accounts Receivable, General Ledger, Payroll, Invoicing, Collections, and Bank Reconciliation. Processing medical plans, dental, and life insurance, worker’s compensation, NYS Disability, and unemployment claims. Vendor Relations. Proficient with Excel, QuickBooks Pro, Premier & Enterprise, Paychex Preview Payroll, and ADP Run.

G•1

h â&#x20AC;˘ 1

2015 Annual Report

0 448 104 146 130 184 86 504 37 69 41 125 24 70 29 84 109 33 151 75 66 17 26 27 286 0 82 17 41 87 136

Arizona State University

Arkansas State University

Ashland University

Auburn University

Austin Peay State University

Baldwin-Wallace College

Baylor University

Birmingham Southern College

Bowling Green State University

Brenau University

Bucknell University

Buffalo State College

Butler University

Cabrini College

California State University - San Marcos

California University of Pennsylvania

Carson-Newman College

Carthage College

Cazenovia College

Central Connecticut State University

Central Methodist University

Chestnut Hill College

Clayton State University

Clemson University

Colorado College

Colorado State University

Columbia College (MO)

Converse College

DePaul University

Dickinson College

Initiates FY14

120

102

150

108

139

574

141

134

381

Initiates FY15

139

303

734

112

661

100

183

256

129

254

196

473

195

703

1421

146

381

1004

161

479

3109

141

Invited FY15

MHS Breakdown by Chapter, FY 2015

Albion College

School

APPENDIX H

86%

90%

56%

10%

26%

28%

44%

33%

56%

91%

59%

29%

88%

43%

66%

13%

19%

71%

57%

94%

40%

67%

37%

83%

12%

41%

Yield FY15

-12%

-83%

59%

-6%

-80%

12%

-35%

55%

-17%

-1%

15%

-20%

29%

34%

-63%

267%

11%

-7%

-25%

84%

14%

-23%

-32%

-8%

-58%

-15%

Inits. FY14 vs FY15

$20.00

$25.00

$15.00

$25.00

$5.00

$10.00

$15.00

$10.00

$25.00

$45.00

$30.00

$10.00

$15.00

$25.00

$5.00

$50.00

$10.00

$25.00

$0.00

$15.00

$20.00

$30.00

$0.00

$45.00

$15.00

Local Dues Per Member

$2,400.00

$375.00

$975.00

$270.00

$1,155.00

$725.00

$1,425.00

$140.00

$290.00

$110.00

$1,020.00

$930.00

$1,500.00

$950.00

$3,915.00

$3,240.00

$390.00

$260.00

$1,320.00

$3,475.00

$190.00

$2,600.00

$680.00

$14,350.00

$0.00

$2,115.00

$1,780.00

$4,020.00

$0.00

$17,145.00

$870.00

Local Dues Total

$5,400.00

$750.00

$2,600.00

$720.00

$3,080.00

$1,450.00

$2,850.00

$840.00

$1,015.00

$385.00

$3,570.00

$2,480.00

$5,250.00

$1,900.00

$6,090.00

$5,940.00

$1,365.00

$910.00

$3,520.00

$6,950.00

$1,140.00

$3,900.00

$2,380.00

$28,700.00

$2,450.00

$5,640.00

$4,005.00

$7,370.00

$1,100.00

$26,670.00

$2,320.00

Total Collected

$161.25

$22.50

$78.00

$16.80

$92.40

$42.00

$87.00

$25.20

$31.50

$11.55

$107.10

$70.80

$157.50

$54.00

$182.70

$203.55

$40.95

$27.30

$105.60

$208.50

$34.20

$117.00

$71.40

$861.00

$73.50

$169.20

$120.15

$221.10

$30.75

$793.95

$69.60

CoCard Fees

$2,838.75

$352.50

$1,547.00

$433.20

$1,832.60

$683.00

$1,338.00

$674.80

$693.50

$263.45

$2,442.90

$1,479.20

$3,592.50

$896.00

$1,992.30

$2,496.45

$934.05

$622.70

$2,094.40

$3,266.50

$915.80

$1,183.00

$1,628.60

$13,489.00

$2,376.50

$3,355.80

$2,104.85

$3,128.90

$1,069.25

$8,731.05

$1,380.40

NALD Revenue

2015 Annual Report

Hâ&#x20AC;˘2

63 104 53 115 132 23 13 113 240 134 212 42 81 472 180 473 101 51 98 0 33 348 86 95 352 21 89 93 10 50 80 128 204 158

Drury University

East Tennessee State University

Eastern Kentucky University

Elizabethtown College

Fontbonne University

Fort Hays State University

Framingham State University

George Mason University

Georgia College

Georgia State University

Hood College

Illinois Wesleyan University

Indiana University

Iowa State University

IUPUI

Jackson State University

Kalamazoo College

Kent State University

Keystone College

Lenoir-Rhyne College

Liberty University

Long Island University - Brooklyn

Longwood University

Louisiana State University

Mary Baldwin College

McNeese State University

Meredith College

Methodist University

Minnesota State University - Moorhead

Minnesota State University, Mankato

Mississippi State University

Montana State University - Bozeman

Montclair State University

Initiates FY14

Dominican University of California

School

144

105

320

381

101

431

168

206

187

134

125

Initiates FY15

936

290

859

585

179

115

132

2690

146

147

1209

418

272

920

1887

157

1224

607

769

169

174

493

592

169

Invited FY15

15%

31%

12%

25%

81%

27%

50%

12%

56%

42%

32%

55%

77%

24%

70%

31%

47%

46%

47%

14%

34%

24%

49%

100%

77%

10%

74%

62%

Yield FY15

-9%

-55%

-18%

-79%

-78%

50%

-61%

52%

-9%

-14%

-28%

-21%

27%

-18%

-9%

-74%

-10%

-14%

-21%

54%

-22%

-27%

-69%

-58%

11%

20%

-46%

Inits. FY14 vs FY15

$20.00

$25.00

$20.00

$15.00

$5.00

$35.00

$10.00

$15.00

$10.00

$15.00

$25.00

$15.00

$20.00

$25.00

$0.00

$25.00

$5.00

$20.00

$15.00

$55.00

$45.00

$20.00

$25.00

$30.00

$15.00

$35.00

$10.00

$20.00

$10.00

$15.00

$10.00

$20.00

$25.00

Local Dues Per Member

$2,880.00

$2,275.00

$2,100.00

$255.00

$55.00

$525.00

$930.00

$525.00

$320.00

$4,800.00

$2,050.00

$930.00

$7,620.00

$650.00

$0.00

$2,525.00

$325.00

$1,660.00

$6,465.00

$2,585.00

$0.00

$1,460.00

$900.00

$5,040.00

$3,090.00

$6,545.00

$830.00

$80.00

$480.00

$1,340.00

$720.00

$590.00

$2,500.00

$850.00

Local Dues Total

$6,480.00

$4,550.00

$4,725.00

$680.00

$330.00

$900.00

$3,255.00

$1,400.00

$1,120.00

$12,800.00

$4,100.00

$2,480.00

$17,145.00

$1,300.00

$1,100.00

$5,050.00

$1,950.00

$3,735.00

$17,240.00

$3,760.00

$0.00

$3,285.00

$1,800.00

$9,240.00

$8,240.00

$11,220.00

$2,905.00

$180.00

$1,080.00

$4,690.00

$1,920.00

$2,065.00

$5,625.00

$1,700.00

Total Collected

$190.35

$130.50

$141.75

$19.20

$9.90

$27.00

$96.60

$42.00

$33.60

$384.00

$121.50

$65.10

$506.25

$39.00

$23.25

$127.50

$57.60

$112.05

$920.40

$112.80

$4.20

$98.55

$54.00

$277.20

$247.20

$336.60

$87.15

$5.40

$28.35

$139.65

$56.40

$61.95

$166.05

$45.00

CoCard Fees

$3,409.65

$2,144.50

$2,483.25

$405.80

$265.10

$348.00

$2,228.40

$833.00

$766.40

$7,616.00

$1,928.50

$1,484.90

$9,018.75

$611.00

$1,076.75

$2,397.50

$1,567.40

$1,962.95

$9,854.60

$1,062.20

-$4.20

$1,726.45

$846.00

$3,922.80

$4,902.80

$4,338.40

$1,987.85

$94.60

$571.65

$3,210.35

$1,143.60

$1,413.05

$2,958.95

$805.00

NALD Revenue

h â&#x20AC;˘ 3

2015 Annual Report

289 0 150 130 50 13 494 162 75 41 154 132 79 241 83 76 69 477 88 28 55 101

Ohio University

Oregon State University

Otterbein University

Pace University (New York City)

Pace University (Pleasantville)

Piedmont College

Purdue University

Ramapo College of New Jersey

Rider University

Saint Josephâ&#x20AC;&#x2122;s College

Sam Houston State University

Samford University

Shenandoah University

South Dakota State University

Southern Methodist University

State University of New York Fredonia

Stephens College

Stockton College

Texas A & M - Commerce

Texas A & M - Kingsville

Texas Lutheran University

Texas State University - San Marcos

122

Ohio Northern University

The University of Montana

370

Oakland University

Northwestern State University

The Ohio State University

114

Northern Kentucky University

111

Northern Arizona University

784

310

North Carolina A&T State University

Texas Wesleyan University

Morningside College

Texas Tech University

Initiates FY14

Morgan State University

School

240

607

340

195

118

156

253

388

122

142

408

102

325

134

154

Initiates FY15

330

2666

680

814

110

156

213

730

185

531

144

174

365

181

309

2358

106

287

221

611

1036

197

843

268

294

1075

439

149

Invited FY15

29%

89%

12%

37%

24%

26%

47%

82%

39%

37%

69%

68%

43%

79%

39%

82%

16%

11%

39%

43%

64%

10%

39%

52%

39%

50%

28%

35%

87%

36%

Yield FY15

-19%

353%

175%

-23%

-7%

-25%

36%

-38%

-29%

-6%

-5%

-19%

25%

-11%

-5%

56%

-21%

-31%

-18%

-6%

-5%

41%

-16%

-12%

47%

-28%

-37%

-50%

-32%

-34%

Inits. FY14 vs FY15

$10.00

$55.00

$10.00

$75.00

$50.00

$30.00

$20.00

$5.00

$10.00

$25.00

$15.00

$25.00

$15.00

$35.00

$20.00

$0.00

$15.00

$18.00

$50.00

$20.00

$25.00

$15.00

$65.00

$15.00

$25.00

$30.00

$25.00

$10.00

$50.00

$55.00

$20.00

$30.00

Local Dues Per Member

$290.00

$13,200.00

$220.00

$45,525.00

$4,700.00

$1,230.00

$760.00

$275.00

$3,400.00

$1,625.00

$1,080.00

$0.00

$2,925.00

$1,485.00

$4,130.00

$3,120.00

$0.00

$1,065.00

$4,554.00

$19,400.00

$180.00

$1,025.00

$1,830.00

$9,230.00

$885.00

$10,200.00

$3,060.00

$8,125.00

$3,350.00

$820.00

$3,500.00

$8,470.00

$1,040.00

$1,620.00

Local Dues Total

$1,015.00

$19,200.00

$770.00

$60,700.00

$7,050.00

$2,255.00

$1,710.00

$1,650.00

$11,900.00

$3,250.00

$2,880.00

$0.00

$7,800.00

$3,960.00

$7,080.00

$7,020.00

$1,025.00

$2,840.00

$10,879.00

$29,100.00

$405.00

$2,050.00

$4,880.00

$12,780.00

$2,360.00

$20,400.00

$5,610.00

$16,250.00

$6,700.00

$2,870.00

$5,250.00

$12,320.00

$2,340.00

$2,970.00

Total Collected

$30.45

$648.00

$23.10

$1,800.00

$200.25

$67.65

$49.95

$89.10

$355.95

$87.00

$85.20

$1.50

$231.60

$117.60

$212.40

$210.60

$27.75

$85.20

$325.08

$861.75

$12.15

$61.50

$146.40

$375.30

$70.80

$612.00

$168.30

$483.00

$181.50

$84.00

$154.23

$362.40

$67.50

$89.10

CoCard Fees

$694.55

$5,352.00

$526.90

$13,375.00

$2,149.75

$957.35

$900.05

$1,285.90

$8,144.05

$1,538.00

$1,714.80

-$1.50

$4,643.40

$2,357.40

$2,737.60

$3,689.40

$997.25

$1,689.80

$5,999.92

$8,838.25

$212.85

$963.50

$2,903.60

$3,174.70

$1,404.20

$9,588.00

$2,381.70

$7,642.00

$3,168.50

$1,966.00

$1,595.77

$3,487.60

$1,232.50

$1,260.90

NALD Revenue

2015 Annual Report

Hâ&#x20AC;˘4

68 59 137 324 120 933 137 100 160 110 926 0 48 149 30 279 14 77 81 72 78 989 139 300 84 150 131

Transylvania University

Trinity University

University of Alabama - Birmingham

University of Arkansas - Fayetteville

University of Arkansas - Fort Smith

University of California - Los Angeles

University of Central Arkansas

University of Central Oklahoma

University of Cincinnati

University of Colorado - Colorado Springs

University of Connecticut

University of Delaware

University of Georgia

University of Hartford

University of Houston - Downtown

University of Illinois-Urbana Champaign

University of Kentucky

University of La Verne

University of Louisiana - Lafayette

University of Maine

University of Maine - Farmington

University of Maryland - College Park

University of Massachusetts Amherst

University of Mississippi

University of Montevallo

University of New Haven

University of New Orleans 83

173

427

298

857

193

197

162

633

186

542

113

954

121

267

102

The University of Texas at San Antonio

Initiates FY15 163

Initiates FY14

The University of Texas - Pan Amer- 117 ican

School

407

224

186

1748

1233

2714

197

413

773

158

1110

1729

150

224

1036

1355

1463

439

1920

379

401

3176

269

938

458

175

580

1291

Invited FY15

20%

77%

52%

24%

32%

39%

25%

37%

11%

53%

22%

16%

43%

42%

28%

30%

18%

30%

45%

28%

11%

18%

76%

13%

Yield FY15

-37%

15%

14%

42%

114%

-13%

-1%

-54%

138%

-25%

-29%

163%

-67%

238%

-32%

69%

239%

13%

-46%

-18%

-62%

-47%

-58%

39%

Inits. FY14 vs FY15

$25.00

$5.00

$25.00

$5.00

$35.00

$50.00

$5.00

$10.00

$25.00

$40.00

$5.00

$20.00

$0.00

$20.00

$35.00

$10.00

$20.00

$40.00

$20.00

$25.00

$55.00

$10.00

$25.00

$15.00

$25.00

$45.00

$25.00

Local Dues Per Member

$2,075.00

$865.00

$2,400.00

$2,135.00

$10,430.00

$42,850.00

$385.00

$330.00

$4,825.00

$2,320.00

$50.00

$3,940.00

$0.00

$980.00

$5,670.00

$680.00

$12,660.00

$3,720.00

$21,680.00

$2,260.00

$1,850.00

$52,470.00

$1,210.00

$2,670.00

$1,300.00

$465.00

$1,850.00

$1,935.00

$4,075.00

Local Dues Total

$4,150.00

$5,190.00

$4,800.00

$12,810.00

$17,880.00

$64,275.00

$2,310.00

$1,155.00

$9,650.00

$3,770.00

$300.00

$8,865.00

$1,975.00

$2,205.00

$9,720.00

$2,380.00

$28,485.00

$8,370.00

$35,230.00

$5,085.00

$3,700.00

$76,320.00

$4,235.00

$9,345.00

$2,600.00

$1,240.00

$3,700.00

$3,010.00

$8,150.00

Total Collected

$123.00

$154.80

$133.50

$383.40

$534.60

$1,926.00

$69.30

$33.60

$289.50

$113.10

$9.00

$265.95

$58.50

$66.15

$291.60

$71.40

$846.45

$251.10

$1,049.10

$149.85

$109.50

$2,287.20

$124.95

$280.35

$78.00

$37.20

$109.50

$90.30

$243.00

CoCard Fees

$1,952.00

$4,170.20

$2,266.50

$10,291.60

$6,915.40

$19,499.00

$1,855.70

$791.40

$4,535.50

$1,336.90

$241.00

$4,659.05

$1,916.50

$1,158.85

$3,758.40

$1,628.60

$14,978.55

$4,398.90

$12,500.90

$2,675.15

$1,740.50

$21,562.80

$2,900.05

$6,394.65

$1,222.00

$737.80

$1,740.50

$984.70

$3,832.00

NALD Revenue

h â&#x20AC;˘ 5

2015 Annual Report

225 243 257 201 729 783 97 19 72 198 107 113 117 126 87 34 90 97

University of North Texas

University of Oklahoma

University of Portland

University of South Carolina

University of Southern California

University of Tennessee at Chattanooga

University of Texas - El Paso

University of the Sciences in Philadelphia

University of West Georgia

University of Wisconsin - Eau Claire

University of Wisconsin - Milwaukee

University of Wisconsin - Oshkosh

University of Wisconsin - Platteville

Valdosta State University

Valley City State University

Valparaiso University

Washburn University

Initiates FY14

University of North Carolina at Greensboro

School

132

790

600

201

291

296

152

Initiates FY15

223

158

341

261

114

979

675

391

490

403

1570

2755

370

1545

930

482

Invited FY15

25%

30%

48%

24%

36%

23%

34%

82%

12%

50%

22%

54%

19%

32%

Yield FY15

-42%

-48%

-24%

-6%

-25%

-78%

-68%

-40%

-33%

-14%

74%

-48%

-18%

13%

22%

-32%

Inits. FY14 vs FY15

$10.00

$35.00

$10.00

$20.00

$15.00

$25.00

$20.00

$55.00

$15.00

$50.00

$35.00

$31.00

$50.00

$25.00

$35.00

$10.00

$40.00

Local Dues Per Member

$560.00

$1,645.00

$260.00

$1,640.00

$1,425.00

$650.00

$720.00

$3,520.00

$1,980.00

$3,100.00

$1,155.00

$1,550.00

$39,500.00

$15,000.00

$7,035.00

$10,185.00

$2,960.00

$6,080.00

Local Dues Total

$1,960.00

$2,820.00

$910.00

$3,690.00

$3,800.00

$1,300.00

$1,620.00

$5,120.00

$5,280.00

$4,650.00

$1,980.00

$2,800.00

$59,250.00

$30,000.00

$12,060.00

$17,460.00

$10,360.00

$9,880.00

Total Collected

$51.45

$84.60

$25.20

$109.35

$234.30

$39.00

$48.60

$153.60

$158.40

$139.50

$77.40

$84.00

$1,766.25

$901.50

$250.20

$516.60

$310.80

$302.40

CoCard Fees

$1,348.55

$1,090.40

$624.80

$1,940.65

$2,140.70

$611.00

$851.40

$1,446.40

$3,141.60

$1,410.50

$747.60

$1,166.00

$17,983.75

$14,098.50

$4,774.80

$6,758.40

$7,089.20

$3,497.60

NALD Revenue

APPENDIX I

Merchandise Sales, ProCrescent Promotions FY 2015

Item Name

Unit Price

Cost per item

Opening Inventory

Closing Inventory

Total Sales (Qty.)

Total Sales ($)

Less Fees (Total)

ALD Income

Padfolio

24.95

11.98

Travel Mug

12.00

7.54

24.95

2.00

22.95

48.00

3.84

44.16

Thanks Mug

5.00

3.15

Thanks Mug (new price eff 4/1/15)

6.00

3.15

400.00

32.00

368.00

102.00

8.16

93.84

Bic Pens*

6.00

0.44

347

1000

ALD Buttons**

1.50

0.39

1000

343

402.00

32.16

369.84

877

148.50

11.88

136.62

ALD Buttons** (new price eff 4/1/15)

1.00

0.39

75.00

6.00

69.00

Mom Buttons

1.50

0.49

Mom Buttons (new price eff 4/1/15)

1.00

0.49

27.00

2.16

24.84

75.00

6.00

69.00

Dad Buttons

1.50

0.49

25.50

2.04

23.46

Dad Buttons (new price eff 4/1/15)

1.00

0.49

75.00

6.00

69.00

Split Ring Lanyard

4.95

2.56

Split Ring Lanyard discounted

3.96

2.56

19.80

1.58

18.22

312.84

25.03

287.81

Window Decal* **

1.00

0.14

Stadium Cups*

13.50

0.44

374

0.00

274

594.00

47.52

546.48

Balloons* **

8.00

0.18

Declaration Rings

2.00

1.08

1259

1019

64.00

5.12

58.88

0.00

Icon Space Ring

8.00

0.00

5.25

24.00

1.92

22.08

Fleece Blanket Fleece Blanket (new price eff 4/1/15)

24.95

19.90

199.60

15.97

183.63

34.95

19.90

69.90

5.59

64.31

ALD Certificate Plaque

85.00

53.50

85.00

6.80

78.20

ALD Service Plaque

85.00

53.50

0.00

Red SS Tee

13.95

6.75

404.55

32.36

372.19

Red SS Tee discount

10.95

6.75

259

2,836.05

226.88

2,609.17

Red SS Tee 2XL

15.95

8.75

95.70

7.66

88.04

Red SS Tee 2XL discount

12.95

8.75

64.75

5.18

59.57

Red Hooded Sweat

32.00

21.25

Red Hooded Sweat 2XL

36.00

24.25

White LS Tee

15.95

7.70

Pink Cap Sleeve T

12.00

7.50

Black Cap Sleeve T

12.00

Ladies Hoodie LS Grey Tee

2015 Annual Report

Inventory Added

152

171

136

1000

305

256.00

20.48

235.52

0.00

31.90

2.55

29.35

0.00

7.50

12.00

0.96

11.04

28.00

22.90

112.00

8.96

103.04

20.00

13.25

140.00

11.20

128.80

Iâ&#x20AC;˘1

Item Name

Unit Price

Cost per item

Inventory Added

Closing Inventory

Total Sales (Qty.)

Total Sales ($)

Less Fees (Total)

ALD Income

LS Grey Tee XXL

22.00

15.25

22.00

1.76

20.24

Baseball Tee

12.00

8.85

Baseball Tee discounted

9.60

108.00

8.64

99.36

0.00

Ringer Tee discounted

7.96

0.00

Black Hoodie

45.00

31.60

Black Hoodie XXL

49.00

34.60

855.00

68.40

786.60

98.00

7.84

Torch Tee

5.00

0.00

90.16

0.00

Altar Insignia Cloth

80.00

3 Ring Binder

7.00

0.00

320.00

64.00

256.00

14.00

2.80

Chapter Promo Pk*

11.20

49.95

0.00

Leadership Pack**

45.75

0.00

Button Package (mix of 6 each ALD, Mom, Dad)

18.00

0.00

Button Package (ALD buttons)

1.00

0.00

Button Package (MOM buttons)

1.00

0.00

Button Package (DAD buttons)

1.00

0.00

Honor Cords

8.50

4.00

577

4,904.50

392.36

4,512.14

Honor Cords chapter discounted

6.50

4.00

5,046

32,799.00

2,623.92

30,175.08

Deluxe H. Cords

13.50

5.00

371

5,008.50

400.68

4,607.82

Deluxe H. Cords chapter discount

10.50

5.00

316

3,318.00

265.44

3,052.56

Honor Stoles

22.00

13.00

404

168

143

3,146.00

251.68

2,894.32

Medallion/Ribbon

12.00

5.25

255

558

1,188.00

95.04

1,092.96

Grad Pack

42.75

3,975.75

318.06

3,657.69

Key Charm/Pendant

5.00

420.00

84.00

336.00

$5,122.62

$57,779.17

0.60

Opening Inventory

1,739

413

969

6000

1,100

495

2116

733

885

TOTALS: $62,901.79 Shipping of ALD usage Items Gift Certificates Redeemed

($154.98) ($1,621.40) $56,002.79

* Bic pens, stadium cups, and balloons are all sold as part of the chapter promo pack; sales numbers on these lines reflect ONLY items sold individually - chapter promo pack sales account for the difference between closing inventory and total inventory less sales ** Caps and tees are also sold as tee/cap combos; sales numbers on these lines reflect ONLY items sold individually - chapter promo pack sales account for the difference between closing inventory and total inventory less sales

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2015 Annual Report

APPENDIX j

Proposed Fellowship Budget, FY 2016

FY2014 Proposed

FY2014 Approved

FY2015 Proposed

FY2015 Approved

FY2016 Proposed

$180,500

$100,000

FY2016 Approved

FY2017 Proposed

Income: Surplus Income PFF Total Income

$94,177

$100,000

$85,500

$91,323

$85,500

$101,500

$180,500

$185,500

$201,500

Fellowships

$90,500

$95,500

Trow

$75,000

$76,000

Stemler

$15,000

$20,000

$30,000

Total Expenses

$180,500

$185,500

$186,500

$201,500

Expenses:

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APPENDIX K

2015-16 National Council Members

President

Susan Melson Huffman, Ph.D. Assistant Director of On-Campus Housing Purdue University Smalley Center, 1225 Third Street West Lafayette, IN 47907-2008 765-496-1795 • FAX: 765-494-0718 smhuffman@purdue.edu

Vice President for Finance and Long Range Planning Dr. Herman “Butch” Hill Director, The Cutler Scholar Program Ohio University 204 Trisolini House Athens, OH 45701-2979 740-593-4269 • FAX: 740-593-4276 hill@ohio.edu

Vice President for Chapter Relations and Expansion Lisa Ruch Director for Academic Affairs IUPUI Honors College 755 W. Michigan Street, UL 0124F Indianapolis, IN 46202 317-274-8145 • FAX: 317-274-2365 lruch@iupui.edu

Editor and Historian

Dr. Michael R. Nichols Visiting Professor of Psychology Department of Psychology Transylvania University Hazelrigg Hall 300 North Broadway Lexington, KY 405058 859- 233-8158 • FAX 859-281-3507 mnichols@transy.edu

Council Members at Large Dr. Karen Posa Amrhein Director of University-Wide Mentoring California University of Pennsylvania 250 University Drive Box 69 California, PA 15419-1394 724-938-1682 posa@calu.edu • amrhein_k@calu.edu

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Michelle Gross Director of College Advising Milwaukee Institute of Art & Design 273 E. Erie St. Milwaukee, WI 53202 414-847-3262 michellegross@miad.edu David Tindall Director of Development School of Education & Human Services Office of the Dean Oakland University 415 J Pawley Hall Rochester, MI 48309 248-370-4931 dmtindal@oakland.edu Sharon Emerson-Stonnell Mathematics Professor Longwood University 326 West Ruffner Math Department Farmville, VA 23909 434-395-2197 emersonstonnellss@longwood.edu

Student Members at Large Will Covington 1724 N. Nevada Avenue Colorado Springs, CO 80907 williamcovington@live.com wcovingt@uccs.edu 719-237-6076 Caitlin Daley 339 Niagara Street Eau Claire, WI 54703 daleyca@uwec.edu 507-272-0056 Natasha Hongsermeier 3609 Peters Ave. PMB 630 Sioux City, IA 51106 neh002@morningside.edu 308-380-5393

2015 Annual Report

APPENDIX L

90th Anniversary Fundraising Campaign Donors

Chapter Donors Baylor University California University of Pennsylvania

Amrhein, Karen $450.00

Daley, Caitlin

$90.00

Earwood, Glenda

Chestnut Hill College

$30.00

Emerson-Stonnell, Sharon

College of William & Mary

$90.00

Gombash, Amber

Dickinson College

$115.00

Gross, Michelle

Georgetown College

$100.00

Hill, Herman “Butch”

Indiana University - Purdue U at India-

$500.00

Huffman, Susan

Jackson State University

$10.00

Nichols, Michael

Kent State University

$175.00

Ruch, Lisa

Liberty University

$500.00

Williamson, Sandrea

$130.00

Total Council Donations

Longwood University Louisiana State University Morningside College North Carolina A&T State University Northern Arizona University

$40.00 $715.00 $99.90

Northern Michigan University

$1,607.47

Ohio University

$2,000.00

Oral Roberts University

Other Donors Allendorf, Thea Alpha Lambda Delta Anonymous Ardoin, Mary Sonja

$50.00

Arnold, Carrie

Otterbein University

$540.00

Atwood, Emma

Purdue University

$500.00

Babsin, Marc

Radford University

$753.73

Beardsley, Katherine

Saint Vincent College

$200.00

Beardsley, Kyle

Sam Houston State University

$390.00

Blythe Wickline, Virginia

$762.72

Bruner, Christina

South University Texas Tech University

$7,500.00

Busch, Estelle

The University of Memphis

$190.00

Transylvania University

$500.00

Chamberlain, Nicholas

University of Connecticut

$500.00

Cicerone, Carol

University of Maine University of Maryland - College Park University of Mississippi University of Nebraska - Omaha

$71.00 $2,500.00 $900.00 $4,078.06

University of New Haven

$15.00

University of Oklahoma

$189.00

University of Pittsburgh - Bradford

$90.90

Castle, Candice

Coca Cola Foundation Cooper, Patricia Covinsky, Kenneth Defenbaugh, Diane DonorPerfect Drews, Roberta Etter, Dillon

University of Portland

$160.00

Farnsworth, Craig

University of South Carolina

$110.00

Felber, Sarah

University of Wisconsin - Eau Claire

$90.63

Fox, Donna

University of Wisconsin - Oshkosh

$117.00

Freeman, Mabel

University of Wisconsin - Platteville

$113.40

Furey, Christy

Western Michigan University

$500.00

Gallisath, Glenda

Total Chapter Donations

$15,925.00

$3,400.00

$30,873.81

Gardner, Mona Gilpin, John

National Council Donors

2015 Annual Report

Gomulinski, Curtis

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Graham, Patricia

Schieffer, Gayle

Greenwald, Maurine

Schopp, Robin

Gregoire, Courtney

Schrock, Karen

Hall, Mindy

Sickels, Eric

Hamblin, Jane

Stemler, James “Jim”

Hammock, Kathy

Stout, Daniel

Hecker, Bernice

Streiff Labonte, Gretchen

Herff Jones

Strieb, Karla

Hetzler, Gail

Thiel, Kathryn

High, Rhett

Trow, Jo Anne

Holmes, Emily

Tuttle, Georgia

Hossain, Ethan

Valicenti, Alexandra

Hovey, Charlotte

Vrtiska, Terri

Huffman, Susan

Wade, Martha “Margie”

Hunsberger, Carol

Wainstein, Michelle

ImMasche, Sonia

Watanabe, Corinne

Jacobson, Lori

Watkins-Hayes, Celeste

Jenks, Cory

Wei, Ermin

Kaylor, Alice

Weigand, Lauren

Kelleher, Kelly

Wells, Brittany

Knepper, Marty

White, Rhoda

Knowles, Brenda

Wilmot Malensek, Bridget

Kolarik, Helen

Woodland, Kimberly

Krier, Nancy

Yadlapati, Vamsi

Latin, Monica

Young, Eric

Laughter, Lee

Total Individual Donations

$33,713.00

Levitan, Aida

Total Donations

$80,511.87

Lo, Joan

Less non-cash donations

Malone, Christine

Grand total, cash donations

Lawson, Monica -$300.00 $80,211.87

Manzanares, Deborah Martin, Elaine McBee, Mary Louise McNamara, Adrienne Meighan, Katherine Merberg, Eileen Microsoft Matching Gifts Miller, Victoria Moore, Leann Murphy, Donna Murray, John Musket, Carolyn Pott, Christine Proforma Crescent Pruitt, Doris Richardson, Joseph Robinson, Elaine Robishaw, Lori Rotzein, Jon Sachs, Hari

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2015 Annual Report

Annual Report

APPENDIX M

to the Association of College Honor Societies 2013-2014 Academic Year

ACHS Annual Report

Society

Alpha Lambda Delta

1. Key contacts a) Official ACHS Representative for fiscal year October 1, 2013 to September 30, 2014 (the official representative is one who is appointed by the governance body of the organization) i. Name Glenda Earwood Title

Executive Director

ii. Address P.O. Box 4403 Macon GA 31208-4403 iii. Telephone (478) 744-9595 iv. Fax

(478) 744-9924

v. E-mail address glenda@nationalald.org b) National Headquarters i. Headquarters executive Glenda Earwood Title

Executive Director

ii. Mailing Address P.O. Box 4403 Macon GA 31208-4403 iii. UPS Address P.O. Box 4403 Macon GA 31208-4403 iv. Phone (478) 744-9595 v. Fax (478) 744-9924 vi. E-mail ald@nationalald.org vii. National Web site http://www.NationalALD.org c) President/ Board Chair i. Name Dr. Susan Huffman Title

National President

ii. Address General Manager, University Residences 1225 Third Steet Purdue University West Lafayette IN 47907-2008 iii. Phone (765) 496-1795 iv. Fax

(765) 494-0718

v. E-mail smhuffman@purdue.edu 2. Internal performance and key concerns

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a) Membership i. Annual

31064

ii. Grand total 979855 b) Membership trends sixth year reached over 30,000 new members; increase mainly due to move to on line registration and fee payment for individual members c) Number of chapters i. Total

270

ii. New in last academic year 11 d) National has an IRS Group Exemption Number (GEN) Yes e) 990-N IRS Form National d) Benefits to members certificate, jewelry, FLAME magazine, national workshop, $180,000 in scholarships and fellowships, academic recognition, service opportunities, leadership opportunities, website, networking e) Benefits to profession and society at large lots of service projects; national service project benefitted Seabird Sanctuary in Florida in 2010; national service project benefitted The Relatives in Charlotte, NC in 2011; national service project benefitted Haven for Hope, a shelter and program for homeless in San Antonio, TX in 2012; national service project benefitted San Diego Youth Services in 2013; national service project benefitted Share and Caring Hearts for homeless in Minneapolis in 2014 f) Accomplishments held workshop in Minneapolis, MN, Oct. 2014 held workshop in San Diego, CA in Oct. 2013 held a workshop in San Antonio, TX in Oct. 2012 implemented an on line registration program (My Honor Society) held a workshop in Charlotte, NC in Oct. 2011 held a workshop in Orlando, FL in Oct. 2010 inducted over 31,000 new members installed six new chapters raised number of $1000 James G. Stemler study abroad scholarships from 15 to 20 announced campaign for $90,000 for the 90th anniversary to increase scholarships selected DonorPerfect on line donor management system and built data base g) Challenges to your society advisor turnover and transition predicting fellowship applications membership recruitment campus chapter effectiveness and visibility increased competition among bogus/internet only honor societies which dilute the value of honor societies retirement of current Executive Director and selection of new Executive Director transition of national office from Macon, GA to Rochester, NY h) Renewal efforts of your society

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6/1/15, 6:55 PM have a new long range plan for 2010 to 2015 new study abroad scholarships installed new President and three new board members implemented an on line registration system for new members (My Honor Society); allows students to join and pay local and national dues on line increased by $25,000 the number and amount of undergraduate scholarships; promoted study abroad opportunities through scholarships and increased the number of scholarships

i) Trends in higher education with potential impact Technology, social networking Economy, recession Green themes student enrollment - impact of recession, banking crunch, unemployment, loans Millennial Generation and technology l) Learning and development outcomes for assessment of chapter programming

m) Collaboration with other student groups

3. Summary of revenue and expenditures a) Fees i. Initial membership fee $25 ii. Annual dues 0 b) Total revenue Percentage from: i. Initial member fees 80% ii. Dues

iii. Percent from investments iv. Other Sources 20% c) Total expenditures Percentage for: i. Administration 35% ii. Governance 15% iii. Publications

iv. Scholarships/awards 35% v. Conventions 10% vi. Other d) Retirement benefits for employees? Yes iii. Company: e)

TIAA-CREF

i. Official Audit Yes

Frequency: annual

ii. Compilation

Yes

Frequency: Monthly

iii. Member/Committee review Yes

Frequency: monthly

Staff

Number Full Time: 3 Number Part Time: 3

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g) Policies Whistleblower Policy

Yes

Conflict of Interest Policy Yes Document Retention & Destruction Yes Policy Process for Determining Yes Compensation Policy h) Transparency to the General Public National Officers and Headquarters URL: www.nationalald.org Staff National Office mailing, telephone, URL: www.nationalald.org fax, & e-mail addresses Criteria for membership URL: www.nationalald.org Benefits of membership URL: www.nationalald.org Membership Fee URL: www.nationalald.org Bylaws

URL: www.nationalald.org

Chapter charter policies and URL: www.nationalald.org procedures Society chapters have been posted Yes to the ACHS Member Chapter Search at http://www.achsnatl.org/search.asp

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APPENDIX N

Five Year Plan June 2010-2015

I. Purpose of Society A. Our purpose as a Society is the basis for determining our goals and objectives. B. The purpose is stated clearly in the Constitution. Article I contains the following components: 1. Encourage superior scholastic achievement among students in their first year at institutions granting baccalaureate degrees 2. Promote intelligent living, service, and a continued high standard of learning; 3. Assist students in recognizing and developing meaningful goals for their roles in society. II. Overview/Background A. The society has prospered in the 90 years since its founding. The difficult times are documented in the history and our positive response to those problems bodes well for the future. Specific responses that are especially significant include: 1. Establishing the National Headquarters with a full-time Executive Director and full-time support staff. 2. Converting to a coeducational Society in response to Title IX. 3. Establishing Student Representative positions on the National Council, roles that evolved into fully participating members-at-large. 4. Pursuing an investment program to fully endow named graduate fellowships, and increasing the number and amount of the fellowship awards. 5. Establishing and increasing the Trow undergraduate scholarship program, also funded by investments. 6. Establishing and increasing the James G. Stemler Study Abroad scholarships to promote study abroad, also funded by investments. 7. Computerizing National Headquarters activities to increase efficiency and improve ability to handle daily operations. Taking advantage of the changes in technology (internet, e-mail, website, Facebook, Twitter, Vimeo media) to better communicate with advisors and members and parents. 8. Increasing commitment to Executive Director travel for expansion and building chapter relations. 9. Reorganizing of National Council and redefining of Council membersâ&#x20AC;&#x2122; roles, including establishing of a Vice President for Finance and Long Range Planning. 10. Establishing increased and more diverse programs and services for members. B. The annual reports of the President and Executive Director as well as the external audits for the last several years indicate that the Society is doing well. Currently, the Society has over 275 chapters; a balanced budget; a strong graduate fellowship program; two undergraduate scholarship programs; a printed and online format for our national publication; and a National Council composed of people who care about the Society and its future. C. On the other hand, several chapters are in danger of losing their charters; there is continuing competition with Phi Eta Sigma (PES) and the National Society of Collegiate Scholars (NSCS) as well as some opportunistic groups (e.g. Phi Sigma Theta, The National Scholars Honor Society) which have confused the message of honor societies; and we continually have the need to be more cost efficient while delivering increased services. III. External Assumptions/Factors Over Which the Society Has No Direct Control The number of high school graduates will continue to increase. Between 2010 and 2015, college enrollment is projected to increase by 12%. The enrollment of more women than men will continue with the increase of women in college projected to be 14.6% and the increase of men in college between 2010 and 2015 projected to be 8.5%. Full-time enrollment is projected to be 18% higher than part-time college enrollments. Source: U.S. Dept of Education: National Center for Educational Statistics

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Question: Which colleges have the highest enrollment? Response: In 2011, the five postsecondary institutions with the highest enrollment were University of Phoenix, Online Campus, with 307,900 students; Ashford University, with 74,600 students; Arizona State University, with 72,300 students; Liberty University, with 64,100 students; and Miami Dade College, with 63,700 students. SOURCE: U.S. Department of Education, National Center for Education Statistics. (2013). Digest of Education Statistics, 2012 (NCES 2014-015), Chapter 3. Over all, the number of students enrolled at degree-granting institutions in the United States would grow by 13.9 percent from 2012 to 2022. That would seem to be a big drop-off from the nearly 45 percent growth that the report documents from 1997 to 2011 (50 percent at the undergraduate level). But over that period, the number of Americans aged 18 to 24 grew by 21 percent, so the demographic trends drove between a third and a half of the increase, says Nate Johnson of Postsecondary Analytics, a higher ed data expert. Over the next decade, Johnson notes, the 18-to-24-year-old population is projected to decline by 4 percent, so the 13.9 percent increase from 2012-22 (and the projected 13 percent increase in undergraduate enrollment) “is pretty significant growth while the underlying population is declining,” Johnson said. The report projects men to continue to lose ground (with their enrollments growing at about half the rate for women), exacerbating existing worries about the gender gap and the declining representation of men in higher education. The enrollment of part-time students would grow at a faster clip than would the number of full-time students, and graduate education would see enrollments grow more than undergraduate programs would. And different sectors of higher education would grow at roughly comparable paces, but there is another asterisk to add to the data: the “private” category includes both independent nonprofit institutions and for-profit colleges, an Education Department spokesman confirmed. Projected Enrollments in U.S. Degree-Granting Institutions, 2012-2022 (in 000s) The student body on American college campuses will continue to become more racially diverse, older, and more female over the next decade, according to new projections from the U.S. Department of Education. The numbers behind those trends are contained in the latest edition of the department’s annual report, “The report estimates that total enrollment in degree-granting institutions will increase to 20.6 million by the fall of 2018, an increase of 13 percent from 2007. During the same period, enrollment is expected to grow by 39 percent among Hispanic students, 26 percent among black students, and only 4 percent among white students. Inside Higher Ed: http://www.insidehighered.com/news/2014/02/28/us-projectscollege-enrollment-grow-14-through-2022#ixzz388LaAp9A Enrollment among women is projected to grow by 16 percent versus only 9 percent among men. Projections of Education Statistics to 2018, National Center for Education Statistics The proportion of high school graduates desiring to attend college may increase, as fewer and fewer attractive job opportunities exist for those without a college degree. The increase in college enrollments will differ by geographic areas with the greatest increase in the Southwest, followed by West, Midwest, and the lowest in the South. College Board, 2009 Due to concerns about the recession, more students will begin their higher education at community colleges and then transfer to four-year institutions. Students will transfer back and forth between four year institutions and two year institutions making it more difficult to tell who is really a freshman student. Bright, ambitious traditional students will continue to come to college with pre-college credit, CLEP credit, and other college credit making it more difficult to identify students who are actually first year students and eligible for membership in Alpha Lambda Delta. The make-up of the college population will include more non-traditional/older students. The ethnic diversity of college populations will increase with the greatest increase in enrollment of Hispanic students (39%).

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Concerns about college costs and a declining economy will continue to increase the budget pressures at public and private schools. The current recession has caused a sharp decline in state tax receipts which has increased the severe decline in support for public higher education. College enrollments may be affected. On-line courses and institutions will continue to grow (est. 5% - may triple in the next five years to 15%). Chronicle of Higher Education, April, 2009 Institutional response to the above developments may result in fewer tenured faculty, increased part-time faculty, and decreased staff and/or increased responsibilities for available staff. Consequently, both Chapter Advisors and National Council members may have less time to devote to ALD activities. Activities of other honor societies, specifically PES and NSCS, will affect ALD. For example, PES is awarding $290,000 in scholarships and fellowships. Long time Grand Secretary-Treasurer Jack Sagabiel retired Dec.31, 2009; Elaine Powell has been promoted from within to Executive Director. NSCS has partnered with The Pearson Foundation to administer the Pearson Prize for Higher Education. The prize will award $225,000 to students at 2 and 4-year institutions who meet the eligibility criteria. On behalf of Pearson NSCS is awarding 20 (twenty) $10,000 awards and 50 (fifty) $500 awards. In addition, activities by opportunistic honor societies may decrease the perceived significance of honor society membership. Colleges and universities are placing increased emphasis on retention as a result of enrollment pressures and accountability measures. On many campuses this results in increased emphasis on activities for and recognition of first-year students. Distance learning opportunities will continue to grow and to involve increasing numbers of students. For a number of reasons, grade inflation has occurred on college campuses. Alpha Lambda Delta should examine what effect grade inflation has had on membership eligibility and determine how to respond. Advances in technology will influence expectations of the National Office and methods of communication. College attendance is increasingly motivated by studentsâ&#x20AC;&#x2122; desire to get a better job and earn more money. Consumer orientation and cost pressures on individuals will influence whether eligible students will accept membership invitations. IV. Internal Planning Assumptions A. Merger with Phi Eta Sigma (PES) is not anticipated in this planning cycle, but we will continue to keep lines of communication open. Discussions with Phi Eta Sigma regarding continued cooperation should occur during this planning cycle. B. The basic structure of the National Council will remain unchanged during this planning cycle. C. Expansion activities are crucial to the long-term health of the Society, but cannot occur at the cost of eligibility standards or prestige of the Society. The Society has experienced impressive growth in the number of chapters during the last ten years with the addition of more than 55 new chapters. However, the average enrollment of the schools added during this period was 6308 and the average number of members per new chapter was 58. It is imperative that the size of the school be taken into consideration in future chapter expansions. D. Maintenance of chapters and aggressive nurturing of weak or troubled chapters is essential to the future of the Society. E. Committed, effective on-campus advisors are vital to the maintenance of individual chapters. F. The National Office must continue to be well-organized, efficient, cost effective, and responsive to a wide variety of demands. G. The National Office will take advantage of developments in information technology to improve the marketing of Alpha Lambda Delta and the communication with chapters, their members, advisors, parents, and other interested parties. H. The decision to outsource ALD merchandise was a cost effective and efficient decision. The National Office will consider adding additional merchandise to promote the visibility of Alpha Lambda Delta on college campuses. I. The fellowship program is an especially distinctive well-established feature of the Society. It will continue as long as ALD continues to exist. J. A wide range of activities and services for chapters and members is both a distinctive feature and an effective marketing tool. The Leadership/Programming Workshop is an example of such services, as are the Jo Anne J. Trow Undergraduate Scholarships and the Order of the Torch Award. K. The decision to add the James G. Stemler Study Abroad Scholarships in 2010 broadened both the appeal and outreach of Alpha Lambda Delta to current and prospective members and strengthened the attractiveness of Alpha Lambda Delta at both current

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2015 Annual Report

chapters and prospective chapters. L. Celebration of ALD’s 85th Anniversary in 2009 and 90th Anniversary in 2014 provided the opportunity for increased visibility and fundraising activity. The Society will continue activities designed to increase visibility and add to the Fellowship Fund, which funds the Graduate Fellowships, the Trow Undergraduate Scholarships and the James G. Stemler Study Abroad Scholarships. M. The National Council will continue its commitment to prudently managed growth of the Perpetual Fellowship Fund. V. Goals and Action Plans, 2010-2015 A. MEMBERSHIP, OPERATIONS, AND COMMITTEE STRUCTURE The legislative power of the Society is vested in the National Council and the transaction of business occurs at an annual meeting. The Council size, composition and functions must be appropriate for the needs of the Society. Policy revisions and by-law changes can occur only at the annual meeting. Constitutional and By-law changes must be approved by the chapters. 10 Goal The National Council should continue to evaluate its composition, committee structure, and activities to ensure the most effective use of the Society’s human and fiscal resources. 10 Action Plans 10:01

The National Council should consider ways to reduce cost without reducing the Council’s effectiveness.

10:02

The Executive Committee should continue to hold fall and spring meetings to expedite the work of the Council, keeping all Council members fully informed of all discussions and actions. The manner in which these meetings are held may be modified to take advantage of technology and to lower the cost of the meeting expense, while acknowledging the value of personal interaction.

10:03

The Nominations Committee should continue to develop strategies for increasing interest in the member-at-large positions on the Council. Advertisements for Council Member-at-Large positions are placed in the Flame, sent by e-mail to all ALD advisors and chapter presidents, announced at the national workshop, and are made directly through phone calls. The nominations committee should recruit leaders for the Society to facilitate transition in the executive committee.

B. ADMINISTRATION AND BUDGET 20 Goal The National Council should provide for professional, efficient, cost effective operation of the National Headquarters. 20 Action Plans 20:01

The Administrative Committee should continually review the operations of the National Office to assure that the office is adequately staffed and that the equipment needed to operate in an efficient and professional manner is available to the staff.

20:02

The Executive Committee should conduct an annual review of personnel policies and carry out annual staff evaluations as called for in those policies.

20:03

The Council should monitor the balance between the funds devoted to administrative or National Council activities and office expenses and those devoted to service to chapters and individual members.

20:04

The Council should continue to evaluate other technology which provides increased member services while keeping national office costs reasonable.

20:05

The Council and the national office should continue to evaluate different delivery methods for services such as the national magazine, (The FLAME), the fall mailing, the workshop, etc.

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30 Goal The National Council should provide for sound management of the financial resources of the Society, including the operating budget and the Fellowship fund. 30 Action Plans 30:01

The Society should continue to accumulate monies in the Perpetual Fellowship Fund in order to fund at least 23 graduate fellowships, 36 TROW undergraduate scholarships, and 10 Stemler Study Abroad scholarships and add to the value and/or number of existing awards as financial resources permit. The Finance Committee should review progress towards achieving these goals.

30:02

Professional management of the Perpetual Fellowship Fund should be continued. The investment programâ&#x20AC;&#x2122;s goals and objectives should be reviewed at least every three years.

30:03

The National Council selected a new investment firm during FY08 and committed to using that investment counselor through FY14. The National Council should evaluate the results of the new investment counselor and determine future action during this planning cycle.

30:04

The Society should annually evaluate the income available to the society and make adjustments where needed, including the consideration of raising dues. The National Council voted at the June 2000 meeting to raise dues to $20 for the fall of 2001. The National Council voted at the June 2011 meeting to raise dues to $25 for the fall of 2011. Even though operating surpluses have been ample in recent years, consideration of a modest dues increase (due to increased costs of shipping, insurance, printing, workshop, etc) should be undertaken during the 2016-2020 long range plan.

30:05

The Council should transfer surpluses from the annual operating budget to the Perpetual Fellowship Fund or take action to set them aside for designated projects.

C. EXPANSION 40 Goal Increase the number of chapters while maintaining the standards and increasing the prestige of the Society. 40 Action Plans

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