2024-10-03T10:23:07-05:00 2024-05-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2023-06-01 630862852 ALPHA SIGMA TAU NATIONAL FOUNDATION ALPH 3176137575 3334 FOUNDERS ROAD INDIANAPOLIS IN 46268 JAMES R PAPONETTI CEO 3176137575 2024-09-28 1 0 ANGELA N CRAWFORD CPA P00573197 3178488920 2024-09-28 2023 2024-10-15 13:58:12Z JAMES R PAPONETTI 3334 FOUNDERS ROAD INDIANAPOLIS IN 46268 594936 0 X HTTPS://ALPHASIGMATAU.ORG/FOUNDATION X 1982 AL THE ALPHA SIGMA TAU FOUNDATION FUNDS INITIATIVES THAT IMPACT THE LIVES OF ALPHA SIGMA TAU MEMBERS. FUNDED SOLELY BY DONOR SUPPORT, THE FOUNDATION OFFERS EDUCATIONAL PROGRAM GRANTS TO THE ALPHA SIGMA TAU SORORITY AND EDUCATIONAL SCHOLARSHIPS TO ALPHA SIGMA TAU MEMBERS. 3 3 0 14 0 0 367423 444892 0 0 21086 30171 0 0 388509 475063 192474 128023 0 0 0 0 0 0 134881 388940 365794 581414 493817 -192905 -18754 1311285 1412392 121270 76399 1190015 1335993 X THE ALPHA SIGMA TAU FOUNDATION FUNDS INITIATIVES THAT IMPACT THE LIVES OF ALPHA SIGMA TAU MEMBERS. FUNDED SOLELY BY DONOR SUPPORT, THE FOUNDATION OFFERS EDUCATIONAL PROGRAM GRANTS TO THE ALPHA SIGMA TAU SORORITY AND EDUCATIONAL SCHOLARSHIPS TO ALPHA SIGMA TAU MEMBERS. 0 0 66000 66000 IN 2023-24 THE FOUNDATION AWARDED 47 SCHOLARSHIPS TOTALING $66,000 TO COLLEGIATE AND ALUMNAE SISTERS PURSUING UNDERGRADUATE OR GRADUATE LEVEL DEGREES. THE SCHOLARSHPS SUPPORT MEMBERS STRUGGLING WITH RISING COSTS OF HIGHER EDUCATION AND HELP WOMEN ACHIEVE THEIR ACADEMIC GOALS TO BECOME THE LEADERS OF TOMORROW. 70032 62023 SEE SCHEDULE O 136032 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IN X JAMES R PAPONETTI 3176137575 3334 FOUNDERS ROAD INDIANAPOLIS IN 46268 X ERIKA MCMANUS BUKVA PRESIDENT 3.00 X X 0 0 0 KATE SWEENEY BORKENHAGEN VICE PRESIDENT 3.00 X X 0 0 0 KATHERINE PULLEY ONYSHKO MEMBER BEG 7/23 3.00 X 0 0 0 ELIZABETH PLUME VICE PRESIDENT END 1/24 0.00 X X 0 0 0 LIZZIE HENNINGFELD MEMBER END 6/23 0.00 X 0 0 0 NADIYA CONNER MEMBER END 1/24 0.00 X 0 0 0 JIM PAPONETTI CHIEF EXECUTIVE OFFICER 3.00 X 0 0 0 0 0 0 0 0 0 1 0 444892 19774 444892 50044 50044 100000 119873 -19873 -19873 -19873 475063 0 0 30171 X 62023 62023 66000 66000 6960 6960 13950 13950 8058 8058 182015 5391 139303 37321 59974 868 19246 39860 40930 1750 15764 23416 13110 7978 5132 5744 3495 2249 FUNDRAISING EXPENSES 19774 19774 AWARDS 10919 4271 6648 LICENSES AND FEES 3570 3570 OTHER EXPENSES 790 309 481 493817 136032 222904 134881 37 36354 48016 10405 9401 24533 28100 52300 52300 0 0 1239993 1326838 1311285 1412392 121270 76399 121270 76399 X 151142 261355 1038873 1074638 1190015 1335993 1311285 1412392 -18754 164732 0 X 0 1 X 1 0 X 363868 315504 354213 367423 444892 1845900 363868 315504 354213 367423 444892 1845900 168117 1677783 52045 45171 50009 52655 50044 249924 2095824 0.80050 0.77900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 887026 115828 21080 50182 15601 958151 882309 52075 14510 61868 887026 794869 66602 29173 8335 882309 735857 116464 57452 794869 809818 72614 18667 43893 121349 735857 0.00000 0.53220 0.46780 0 0 52300 52300 0 0 X 631737 164732 164732 467005 8058 8058 475063 485759 0 485759 8058 8058 493817 PART V, LINE 4: SCHOLARSHIPS FOR MEMBERS AND EDUCATIONAL GRANTS, GENERALLY TO ALPHA SIGMA TAU SORORITY. PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAW. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF MAY 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. AS SUCH, THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND A SIMILAR STATE RETURN, WHICH ARE INFORMATIONAL RETURNS ONLY. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 ALPHA SIGMA TAU SORORITY 3334 FOUNDERS ROAD INDIANAPOLIS IN 46268 430781516 501(C)(7) 62023 0 PROGRAM SUPPORT 0 1 SCHOLARSHIPS 38 66000 PART I, LINE 2: GRANTS MADE TO ALPHA SIGMA TAU SORORITY ARE IN THE FORM OF REIMBURSEMENT FOR CASH OUTLAYS FOR EDUCATIONAL GRANTS. 0 0 0 0 0 0 0 0 0 FORM 990, PART VII, LINE 5 THE CEO IS COMPENSATED BY ALPHA SIGMA TAU SORORITY, AN AFFILIATED, BUT UNRELATED, ORGANIZATION. THE AMOUNT OF COMPENSATION RECEIVED FOR SERVICES RENDERED TO ALPHA SIGMA TAU FOUNDATION IS $16,669. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS ALPHA SIGMA TAU NATIONAL FOUNDATION FUNDED EDUCATIONAL PROGRAMS OFFERED BY THE ALPHA SIGMA TAU SORORITY IN THE FOLLOWING AREAS: MINDWISE SEVENTY-FIVE PERCENT OF BEHAVIORAL HEALTH CONDITIONS ARE DIAGNOSED BY THE AGE OF 24. INITIAL SYMPTOMS OFTEN APPEAR DURING THE COLLEGE YEARS, WHEN EXPLORATORY BEHAVIORS WITH SUBSTANCES AND ALCOHOL ALSO BEGIN. THE COLLEGE YEARS ARE AN EXCITING TIME OF PERSONAL GROWTH, BUT THEY CAN ALSO BRING ACADEMIC, SOCIAL, AND FINANCIAL PRESSURES, WHICH CAN WORSEN UNDERLYING MENTAL HEALTH AND SUBSTANCE USE ISSUES. BY TAKING A BRIEF MINDWISE SCREENING, STUDENTS CAN LEARN IF THEY HAVE A BEHAVIORAL HEALTH ISSUE AND LEARN SIGNS AND SYMPTOMS. BEHAVIORAL HEALTH WHICH INCLUDES MENTAL HEALTH, SUBSTANCE USE, AND MORE IS A KEY PART OF YOUR OVERALL WELL-BEING. BRIEF SCREENINGS ARE THE QUICKEST WAY TO DETERMINE IF YOU OR SOMEONE YOU CARE ABOUT SHOULD CONNECT WITH A BEHAVIORAL HEALTH PROFESSIONAL. THINK OF THESE AS A CHECKUP FROM YOUR NECK UP. THIS PROGRAM IS COMPLETELY ANONYMOUS AND CONFIDENTIAL, AND IMMEDIATELY FOLLOWING THE BRIEF QUESTIONNAIRE YOU WILL SEE YOUR RESULTS, RECOMMENDATIONS, AND KEY RESOURCES. NEW AND COLLEGIATE MEMBERS CAN TAKE THE SCREENING ON THEIR PHONE, A LAPTOP, OR TABLET ANONYMOUSLY AND FROM THE PRIVACY OF THEIR OWN RESIDENCE HALL ROOM. BECAUSE OF THIS, MINDWISE SCREENINGS REACH STUDENTS WHO MIGHT BE HESITANT TO CONTACT A COLLEGE COUNSELOR OR THERAPIST DIRECTLY. MONEYSMARTS MONEYSMARTS IS AN ENGAGING ONLINE PROGRAM THAT OFFERS COLLEGE STUDENTS THE KNOWLEDGE TO MAKE INFORMED FINANCIAL DECISIONS DURING AND AFTER COLLEGE. THE PROGRAM HELPS USERS ESTABLISH GOOD MONEY HABITS AND GIVES THEM THE "MONEY SMARTS" THEY NEED TO THRIVE THROUGHOUT LIFE. THE PROGRAM ADDITIONAL STRIVES TO REDUCE STUDENT DEBT AS MUCH AS POSSIBLE. THE PROGRAM ATTACKS THE PROBLEM OF FINANCIAL LITERACY FROM ALL SIDES. A MIX OF PODCASTS, VIDEOS, BLOG POSTS, AND ARTICLES TACKLE JUST ABOUT ANY FINANCIAL TOPIC YOU CAN THINK OF. WHETHER USERS NEED A PRIMER ON STUDENT BORROWING, A REFRESHER ON WHAT A CREDIT SCORE IS, OR ADVICE ABOUT MANAGING A COLLEGE-STUDENT SIZED BUDGET, THE MONEYSMARTS LIBRARY WILL HELP. OFFICER ACADEMY 2024: EQUIP OFFICER SKILLS TRAINING EQUIP GIVES NEWLY INSTALLED SORORITY LEADERS THE SKILLS TO MANAGE THE INTERPERSONAL AND OPERATIONAL CHALLENGES THEY FACE IN THEIR NEW POSITION. RISE PARTNERSHIPS GUIDE THE CONVENED MEMBERS OF ALPHA SIGMA TAU OFFICER ACADEMY THROUGH EQUIP: OFFICER SKILLS TRAINING, A DEVELOPMENTAL PROCESS FOCUSED ON IMPROVING CORE LEADERSHIP SKILLS INCLUDING GOAL SETTING, NAVIGATING RELATIONSHIPS, AND PROJECT MANAGEMENT. THIS PROCESS CONSISTS OF 10 PRE-RECORDED VIDEO LESSONS, 8 LIVE VIRTUAL PRACTICE/Q&A SESSIONS, AND SUPPLEMENTAL RESOURCES FOR CHAPTER LEADERS TO UTILIZE THROUGHOUT THEIR TERM. REGISTERED EXECUTIVE COMMITTEE OFFICERS WILL RECEIVE A SELF-PACED, ONLINE PREPARATION COURSE IN ADVANCE OF THE VIRTUAL PROGRAM KICK OFF. RECORDED AND LIVE CONTENT WILL BE AVAILABLE TO MEMBERS ON A SET SCHEDULE OVER THE LIVE-LEARNING PORTION OF THE PROGRAM. THE PROGRAM IS DESIGNED TO ENHANCE PARTICIPANTS' LEADERSHIP SKILLS AS ORGANIZATIONAL OFFICERS. THE BULK OF THE PROGRAM'S IS FACILITATED BY RISE PARTNERSHIPS AS THEY DELIVER THEIR EQUIP PROGRAM MODIFIED FOR VIRTUAL ENGAGEMENT. ARCHIVES PROJECT ALPHA SIGMA TAU SORORITY HAS A RICH HISTORY DATING BACK TO 1899. THE SORORITY'S ARCHIVES NOT ONLY CONTAIN STORIES THAT WILL ENGAGE AND EDUCATE OUR OWN MEMBERS BUT ALSO SHARE ALPHA SIGMA TAU'S PLACE WITHIN WOMEN'S HISTORY. HISTORYIT IS A TRANSFORMATIVE TECHNOLOGY AND SERVICES COMPANY THAT PROVIDES CLIENTS WITH A NEW APPROACH TO MAKING HISTORICAL COLLECTIONS MORE USEFUL, MEANINGFUL, AND ACCESSIBLE. AN INTERNATIONAL COMPANY WITH HEADQUARTERS IN PORTLAND, MAINE, HISTORYIT IS OWNED AND MANAGED BY PROFESSIONAL HISTORIANS, ARCHIVISTS, TECHNOLOGISTS, AND DIGITAL INNOVATORS. HISTORYIT BRINGS INDUSTRY-LEADING EXPERTISE TO PRESERVE HISTORICAL COLLECTIONS AND MAKE THEM SEARCHABLE. WORKING WITH CULTURAL INSTITUTIONS, UNIVERSITIES, CORPORATIONS, PROFESSIONAL ASSOCIATIONS, FRATERNAL ORGANIZATIONS, SPORTS TEAMS, AND OTHERS, HISTORYIT LEVERAGES CUTTING-EDGE TECHNOLOGIES, PROPRIETARY METHODOLOGIES, SUBJECT MATTER EXPERTISE, AND THE COMMITMENT OF THEIR TEAM TO CREATE APPEALING, EFFECTIVE DIGITAL PORTALS FOR HISTORICAL RESOURCES. THE SORORITY SEEKS TO DIGITIZE ITS ARCHIVES AND MAKE THEM AVAILABLE BOTH INTERNALLY AND TO THE PUBLIC IN ENGAGING AND ACCESSIBLE WAYS. HISTORYIT WILL PROVIDE A STRATEGIC PLAN FOR APPROACHING, UTILIZING, SUSTAINING, AND PROVIDING ONGOING ACCESS AND SUPPORT FOR ALL ITS DIGITAL COLLECTIONS. HISTORYIT'S METHODOLOGY WILL ALLOW ALPHA SIGMA TAU TO CREATE DIGITAL ARCHIVES AND PUBLIC FACING WEBSITE THAT ARE SEARCHABLE AND ACCESSIBLE FOR FUTURE GENERATIONS. A "DIGITAL MUSEUM" WILL CONNECT MEMORIES AND EXPERIENCES OF ALPHA SIGMA TAU MEMBERS TO THE ORGANIZATION'S IMPACT AT THE COLLEGIATE AND SOCIETAL LEVELS. LEARNING ABOUT ALPHA SIGMA TAU'S HISTORY JUSTIFIES WHY IT IS WORTH THE TIME AND ATTENTION OF OUR MEMBERS AND THE PUBLIC WHO SEEK TO LEARN MORE ABOUT THE SOCIAL HISTORY OF WOMEN. OFFERING PUBLIC ACCESS TO ALPHA SIGMA TAU'S HISTORY HELPS PROVIDE A SENSE OF IDENTITY AS MEMBERS AND AS WOMEN. SIMPLY DEFINING ALPHA SIGMA TAU IN THE PRESENT REDUCES THE POSSIBILITY OF FORMING AN IDENTITY BASED ON SHARED EXPERIENCES AND VALUES. ENGAGING WITH ALPHA SIGMA TAU'S HISTORY IN AN ACCESSIBLE AND MEANINGFUL WAY EVOKES EMOTIONS, BOLSTERS ENGAGEMENT, AND INSPIRES MEMBERS TO LEARN, GROW, AND GIVE. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS CONT'D NAME YOUR STORY AVAILABLE TO ALL COLLEGIANS, NEW MEMBERS, AND CHAPTER ADVISORY BOARD MEMBERS. BROUGHT TO US BY DR. LAUREN COOK, THIS PROGRAM GIVES OUR COLLEGIATE MEMBERS A CHANCE TO LEARN ABOUT THE SIGNS AND SYMPTOMS OF COMMON MENTAL HEALTH CONCERNS, PROVIDES TRAINING ON HOW TO TALK ABOUT THESE EXPERIENCES WITH THEIR SISTERS, AND ALLOWS THEM TO DISCOVER NEW FORMS OF SELF-CARE. THROUGH VIDEO-BASED ONLINE LEARNING MODULES, OUR MEMBERS WILL COME AWAY WITH A NEW UNDERSTANDING OF THEIR MENTAL HEALTH. BY TALKING ABOUT MENTAL HEALTH, WE ARE NOT ONLY MAKING IT OKAY FOR STUDENTS TO ENGAGE IN THEIR MENTAL HEALTH PURSUITS BUT ALSO SUPPORTING THEM IN THAT JOURNEY. DR. LAUREN COOK IS A THERAPIST, CONSULTANT, SPEAKER, AND AUTHOR. SHE TRAVELS AROUND THE COUNTRY WHILE ALSO OFFERING VIRTUAL AND HYBRID OPTIONS TO SUPPORT TEAMS WITH THEIR RETENTION, MORALE, AND ENGAGEMENT THROUGH THE LENS OF MENTAL WELLNESS. DR. LAUREN IS PASSIONATE ABOUT BRINGING MENTAL HEALTH TO PEOPLE OF ALL AGES AND IDENTITIES, PARTICULARLY IN THE WORKPLACE (INCLUDING WHEN THAT'S FROM HOME!). DR. LAUREN INTEGRATES EMPIRICALLY SUPPORTED RESEARCH AND NEUROSCIENCE TO INFORM HER EVIDENCE-BASED TEACHINGS. DR. LAUREN IS THE FOUNDER OF HEARTSHIP PSYCHOLOGICAL SERVICES WHICH SERVES CLIENTS RESIDING IN CALIFORNIA. SPECIALIZING IN ANXIETY, DR. LAUREN HELPS INDIVIDUALS AND COUPLES WORK THROUGH GENERALIZED ANXIETY, PHOBIAS, SOCIAL ANXIETY, OCD, AND MORE. SHE TAKES A MULTICULTURALLY-INFORMED, SYSTEMS LENS THAT LOOKS AT THE INTERSECTIONAL IDENTITIES OF A PERSON IN THE CONTEXT OF THEIR ENVIRONMENT. SHE SPECIFICALLY APPLIES THIRD-WAVE TENETS (CBT, ACT, AND DBT) TO HELP TEAMS APPLY MINDFULNESS, COGNITIVE FLEXIBILITY, AND VALUES-IDENTIFICATION FOR INTENTIONAL LIVING. DR. LAUREN CREATED THE NAME YOUR STORY MENTAL HEALTH GROUP TRAINING CURRICULUM SO THAT VIEWERS CAN LEARN ABOUT NOT ONLY THE SIGNS AND SYMPTOMS OF DISTRESS, BUT WHAT THEY CAN DO ABOUT THEM. THIS CURRICULUM HAS BEEN UTILIZED ON AN INDIVIDUAL LEVEL AS WELL AS IN GROUPS WITH SEVERAL COMPANIES, UNIVERSITIES, AND ORGANIZATIONS. ALPHA SIGMA TAU EXCEL PEOPLE WHO DEVELOP THEIR EQ COMMUNICATE MORE EFFECTIVELY, HANDLE STRESS AND CONFLICT PRODUCTIVELY, ARE BETTER TEAM PLAYERS, CAN NAVIGATE CHANGE, AND PERFORM AT A HIGHER LEVEL. IMPROVING EQS HELPS OUR SISTERS BECOME BETTER LEADERS AND BUILD STRONGER RELATIONSHIPS. THE SORORITY PARTNERS WITH TALENTSMART, A RECOGNIZED LEADER IN EMOTIONAL INTELLIGENCE TRAINING AND EDUCATION, TO DELIVER THEIR MASTERING EMOTIONAL INTELLIGENCE LEVEL 1 PROGRAM. ATTENDEES FOCUSED ON THE FOUR AREAS OF EQ: SELF-AWARENESS: YOUR ABILITY TO ACCURATELY PERCEIVE YOUR EMOTIONS IN THE MOMENT AND UNDERSTAND YOUR TENDENCIES ACROSS SITUATIONS SELF-MANAGEMENT: YOUR ABILITY TO MANAGE YOURSELF TO CONTROL THE IMPULSES AND IMMEDIATE EMOTIONAL REACTIONS SOCIAL AWARENESS: YOUR ABILITY TO RECOGNIZE THE EMOTIONS OF THE PEOPLE AROUND YOU RELATIONSHIP MANAGEMENT: YOUR ABILITY TO BE AWARE OF THE SOCIAL FACTORS THAT ARE INFLUENCING THE DYNAMICS IN THE ROOM COLLEGIATE AND ALUMNAE SISTERS PARTICIPATED IN A EXCEL AND THE COHORT WILL CONTINUE TO MEET VIRTUALLY THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B DIRECTORS ARE PROVIDED WITH COPIES OF THE FORM 990 FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, DIRECTORS ARE ASKED TO DISCLOSE ANY CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 UPON WRITTEN REQUEST, COPIES OF TAX RETURNS AND OTHER INFORMATION WILL BE PROVIDED AT A NOMINAL COST. FORM 990, PART IX, LINE 11G ADMINISTRATIVE SERVICES: PROGRAM SERVICE EXPENSES 5,391. MANAGEMENT AND GENERAL EXPENSES 139,303. FUNDRAISING EXPENSES 37,321. TOTAL EXPENSES 182,015.