2026-04-29T10:32:37-05:00 2025-06-30 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990 2024-07-01 521370798 SIGMA SIGMA SIGMA FOUNDATION SIGM 5404594212 1506 E FRANKLIN ST 300 CHAPEL HILL NC 27514 SHELLY BATEMAN EXECUTIVE DIRECTOR 5404594212 2026-04-20 1 1 CASSE TATE P01271193 3175802000 2026-04-20 2024 2025-03-06 01:10:19Z X SHELLY BATEMAN 1506 E FRANKLIN ST 300 CHAPEL HILL NC 27514 1085421 0 X WWW.TRISIGMAFOUNDATION.ORG X 1984 VA TO PROVIDE FUNDING FOR LEADERSHIP TRAINING, SCHOLARSHIPS, AND CHILD LIFE THERAPY PROGRAM. 15 15 5 225 0 0 1245330 970921 0 0 68515 73914 0 0 1313845 1044835 171778 176357 0 0 449352 469261 0 0 185224 310200 362845 931330 1008463 382515 36372 3014254 3114821 176432 104726 2837822 3010095 X THE TRI SIGMA FOUNDATION SECURES AND PROVIDES CHARITABLE RESOURCES TO SUPPORT EDUCATIONAL LEADERSHIP DEVELOPMENT, SCHOLARSHIP ASSISTANCE, AND PHILANTHROPIC INITIATIVES, INCLUDING GRANTS TO CHARITABLE PARTNERS SUCH AS MARCH OF DIMES AND COMMUNITY HEALTH ORGANIZATIONS. THESE INITIATIVES PRIMARILY BENEFIT WOMEN AFFILIATED WITH SIGMA SIGMA SIGMA WHILE ADVANCING BROADER CHARITABLE PURPOSES. 0 0 127796 46100 AWARDING MERIT-BASED AND NEEDS BASED ACADEMIC SCHOLARSHIPS TO UNDERGRADUATE AND GRADUATE WOMEN AFFILIATED WITH SIGMA SIGMA SIGMA. DESTINATION SIGMA: EDUCATIONAL SCHOLARSHIPS SUPPORTING PARTICIPATION IN STRUCTURED LEADERSHIP DEVELOPMENT PROGRAMMING. 73728 13387 ESTABLISHED FOR THE PURPOSE OF AWARDING GRANTS SUPPORTING CHILD LIFE THERAPY AND PEDIATRIC HEALTHCARE SERVICES THROUGH PROGRAMMATIC SUPPORT PROVIDED THROUGH HOSPITALS AND COMMUNITY HEALTHCARE PROVIDERS. 191694 93780 ESTABLISHED TO PROVIDE STRUCTURED EDUCATIONAL LEADERSHIP DEVELOPMENT PROGRAMMING DESIGNED TO ENHANCE PERSONAL, PROFESSIONAL, AND CIVIC LEADERSHIP SKILLS FOR WOMEN. 98305 23090 MARCH OF DIMES- THE FOUNDATION HAS PARTNERED WITH MARCH OF DIMES FOR THE YEAR ENDED JUNE 30, 2025. SIGMA SIGMA SIGMA SORORITY COLLEGIATE AND ALUMNAE CHAPTERS PARTICIPATE IN THE COLLECTION OF CONTRIBUTIONS ON BEHALF OF THE MARCH OF DIMES, AND SUBSEQUENT DISBURSEMENTS ARE MADE ON BEHALF OF THE FOUNDATION TO THE MARCH OF DIMES.DIVERSITY, EQUITY AND INCLUSION- THE FOUNDATION ESTABLISHED A COMMUNITY GRANT PROGRAM PROVIDING FUNDS TO CREATE EDUCATIONAL PROGRAMS ALLOWING SORORITY MEMBERS TO TAKE AN ACTIVE ROLE IN BUILDING AN INCLUSIVE CULTURE IN THEIR COMMUNITIES. 98305 23090 491523 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 3 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA CT FL GA IL KS KY MA ME MI MN MS NC NH NJ NV NY OH OK OR PA RI SC TN UT VA WI WV CO MD ND WA DC LA MO WA X THE ORGANIZATION 5404594212 1506 E FRANKLIN ST 300 CHAPEL HILL NC 27514 SHELLY BATEMAN EXECUTIVE DIRECTOR 40.00 X X 120400 0 1563 JEANMARIE KOMYATHY BOARD CHAIR 5.00 X X 0 0 0 MICHELLE TANTILLO VICE CHAIR 5.00 X X 0 0 0 BRENDA OSTERMAN RAY TREASURER 5.00 X X 0 0 0 HEATHER CRUZ SECRETARY 5.00 X X 0 0 0 LINDA BLUME BOARD MEMBER 5.00 X 0 0 0 CAMILLE CHASTEEN BOARD MEMBER 5.00 X 0 0 0 RENEE KRIES BOARD MEMBER 5.00 X 0 0 0 KAREN LOWERR BOARD MEMBER 5.00 X 0 0 0 NANCY MCGOWAN BOARD MEMBER 5.00 X 0 0 0 ALLY SIMON BOARD MEMBER 5.00 X 0 0 0 MINDI MAJOR BOARD MEMBER 5.00 X 0 0 0 GINA DICKINSON BOARD MEMBER 5.00 X 0 0 0 LAURI WINGENROTH BOARD MEMBER 5.00 X 0 0 0 BONNIE RAINEY EX OFFICIO/NATIONAL TREAS. 5.00 X 0 0 0 JOYCE O'DANIEL EX OFFICIO/NATIONAL PRES. 5.00 X 0 0 0 120400 0 1563 1 0 0 0 0 970921 44264 970921 73114 73114 41386 40586 800 800 800 1044835 0 0 73914 122977 122977 53380 53380 125100 49905 39306 35889 268580 114874 71386 82320 4357 1677 925 1755 35567 6455 24177 4935 35657 14000 15378 6279 17481 17481 35650 35650 15192 15192 65931 765 64556 610 22613 4051 18562 39214 15911 6553 16750 31916 24033 3766 4117 8441 7064 1377 57573 57573 3111 3111 1000 1000 STAFF TRAINING 34215 16220 17995 BAD DEBT 13863 13863 DONOR CULTIVATION 11245 2638 8607 VIOLET TRIBUTES 5400 5400 1008463 491523 331716 185224 291415 41106 208245 298178 576541 641730 19735 15856 46893 40667 5264 6226 1913054 2111725 3014254 3114821 76029 63025 100403 41701 176432 104726 X 475796 356087 2362026 2654008 2837822 3010095 3014254 3114821 36372 135901 0 X X 0 1 X 1 0 X 754493 992252 765790 1245330 970921 4728786 754493 992252 765790 1245330 970921 4728786 280484 4448302 45686 64044 60757 65128 73114 308729 5037515 0.88300 0.91670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1795300 205284 159309 181553 1978340 1639718 102808 144516 91742 1795300 1786374 25000 94097 265753 1639718 1697694 77415 55315 44050 1786374 1327078 59837 310509 1697694 0.01799 0.89364 0.08837 0 0 46893 40667 6226 6226 X 1165544 135901 135901 1029643 15192 15192 1044835 993271 0 993271 15192 15192 1008463 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. ACCORDINGLY, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. NO UNRELATED BUSINESS INCOME TAX WAS RECORDED FOR FISCAL YEAR 2025 OR 2024. THE FOUNDATION FILES U.S. FEDERAL AND STATE OF VIRGINIA INFORMATION TAX RETURNS. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE THE YEAR ENDED JUNE 30, 2022. MANAGEMENT BELIEVES THAT THE FOUNDATION'S INCOME TAX FILING POSITIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN A MATERIAL CHANGE. 1 MARCH OF DIMES 1275 MAMARONECK AVE WHITE PLAINS NY 10605 131846366 501(C)(3) 23090 0 GENERAL PROGRAMMING SUPPORT SIGMA SIGMA SIGMA SORORITY 1506 E FRANKLIN ST SUITE 300 CHAPEL HILL NC 27514 730654150 501(C)(7) 81500 0 PARTIALLY FUND 501(C)(3) LEADERSHIP PROGRAMS FOR THE SORORITY COLLEGIATE CHAPTERS. 1 1 UNDERGRADUATE AND GRADUATE SCHOLARSHIPS 36 41100 DESTINATION SIGMA SCHOLARSHIPS 25 12280 PART I, LINE 2: PLAY THERAPY (ROBBIE PAGE MEMORIAL) GRANTS, AN ORGANIZATION MUST BE A 501(C)(3) ORGANIZATION AND PROVIDE DOCUMENTATION OF EXPENSES THAT THE GRANT WILL BE SPENT ON PLAY THERAPY / CHILD LIFE EQUIPMENT AND MATERIALS. MARCH OF DIMES GRANTS SUPPORT PREMATURITY RESEARCH AND MATERNAL AND CHILD HEALTH INITIATIVES. FUNDS ARE RAISED THROUGH COLLEGIATE AND ALUMNAE CHAPTER PHILANTHROPIC EFFORTS AND ARE AWARDED BY THE FOUNDATION BOARD IN FURTHERANCE OF ITS CHARITABLE MISSION AND PARTNERSHIP WITH MARCH OF DIMES. EDUCATION AND LEADERSHIP GRANTS ARE PAID TO THE GRANT RECIPIENT WHEN EVIDENCE OF COSTS INCURRED AND PROGRAM MATERIALS DOCUMENTING THE CONTENT OF THE LEADERSHIP PROGRAM ARE PRESENTED TO THE FOUNDATION. LEADERSHIP PROGRAM SCHOLARSHIP: EVERY THREE YEARS, CHAPTER MEMBERS ARE ELIGIBLE TO APPLY FOR A SCHOLARSHIP TO PARTICIPATE IN STRUCTURED EDUCATIONAL LEADERSHIP PROGRAMMING HELD IN CONJUNCTION WITH THE TRIENNIAL CONVENTION. ONE APPLICANT FROM EACH CHAPTER MAY BE SELECTED TO RECEIVE AN AWARD. THE APPLICATION ARE GIVEN TO THE SCHOLARSHIP COMMITTEE WHICH APPROVES A LIST OF ELIGIBLE CANDIDATES. THE SCHOLARSHIPS ARE THEN VOTED ON BY THE FOUNDATION BOARD FOR APPROVAL IN TOTAL. SCHOLARSHIP RECIPIENTS ARE ALSO REQUIRED TO WRITE A THANK-YOU NOTE. X 4 44264 FMV 0 0 0 FORM 990, PART V, LINE 2 THE ORGANIZATION UTILIZES A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR PAYROLL FILING. THE EMPLOYEES AND COMPENSATION REPORTED ON FORM 990 ARE REPORTED ON THE FILINGS BY THE PEO AS PART OF THE STAFFING ARRANGEMENT. FORM 990, PART VI, SECTION A, LINE 4 IN AUGUST 2024 THE BYLAWS WERE UPDATED. ARTICLE IV SECTION, THE SECTION RELATED TO THE GOVERNANCE COMMITTEE, WAS UPDATED TO CREATE A ROLE FOR A VICE CHAIR- GOVERNANCE TO SERVE AS THE CHAIR OF THE GOVERNANCE COMMITTEE. THE BYLAWS WERE ALSO UPDATED THROUGHOUT TO INCLUDE THE NEW ROLE IN OFFICER LISTINGS AND REFERENCES. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND FINANCIAL SECRETARY REVIEW THE FORM 990 THOROUGHLY. A DRAFT FORM 990 IS GIVEN TO THE FINANCE COMMITTEE FOR REVIEW. THE BOARD THEN REVIEWS AND APPROVES THE DRAFT. THE EXECUTIVE DIRECTOR APPROVES THE FINALIZED FORM FOR ELECTRONIC FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO FILL OUT AND SIGN A NEW CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE CHAIRMAN OF THE BOARD, IN CONSULTATION WITH THE EXECUTIVE COMMITTEE, AFTER REVIEWING COMPARABLE DATA FROM SEVERAL SOURCES, BY REGION AND OCCUPATION. THE STAFF IS VERY SMALL, AND THE EXECUTIVE DIRECTOR SETS THEIR SALARIES ANNUALLY, BASED ON NATIONAL STUDIES BY REGION AND OCCUPATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES AUDITED FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. BY-LAWS, ARTICLES OF INCORPORATION, POLICIES, PROCEDURES, CONFLICT OF INTEREST STATEMENTS, AND WHISTLEBLOWER POLICY ARE ALL AVAILABLE UPON REQUEST. BOARD MEMBERS HAVE COPIES OF ALL THESE DOCUMENTS WHICH ARE REVIEWED AND UPDATED ANNUALLY AS NECESSARY. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. THERE HAS BEEN NO CHANGE FROM THE PREVIOUS YEAR.