2011 Annual Report

Annual Report2 0 1 1

Annual Report 2 0 1 1

Dear Tri Sigma Sisters,On behalf of Executive Council, it is my honor to share with you the 2011 AnnualReport. This report describes the work completed by the Sorority during 2011. Asyou can see, our organization has a lot to be proud of!

The Annual Report allows us to take a look back, reflect and evaluate our accomplishments as well as offer a glimpse into our incredible future. I know thatour strategic direction will take our sisterhood in an innovative, character based direction. We’re continually looking for ways to change the world as Tri Sigmawomen, and we know that the five strategic focuses will help to position Tri Sigmaas fraternal game changers!

Our strategic direction has our staff and volunteers focusing on five key areas.Leadership, Communication, Growth, Character Education and Assessment will “direct our sails” as we move into the next phase of Tri Sigma.

The financial position of the Sorority continues to be solid, even in the midst ofeconomic uncertainty. Membership numbers and financial operations once againremained strong for 2011. We are pledging more than 2800 women a year, andour retention rate is more than 89%. We continue to work hard to engage ouralumnae and get them connected as well. We’re working to ensure your informa-tion in our database is accurate and reflects the full measure of the wonderfulalumnae who are initiated into our lifelong bond.

We care about connecting with all of our members, where they are, every day. Our social media outlets, including our blog, Twitter, LinkedIn, Flickr, Pinterest andFacebook accounts have continued to grow in popularity, and many members arefinding that this is a great way to stay connected to Tri Sigma. We will continue tokeep our members connected through many different means of communication.

I can’t begin to express enough thanks for all of your efforts that contribute to the growth and the strength of our organization. It is because of all of you thatTri Sigma is strong and will continue to remain a viable organization for years tocome. Thank you!

Sigma Love,

– KAYE SCHENDEL, ΓΦNational President

2

Annual Report 2 0 1 1

O U R S T R AT E G I C C O M M I T M E N T S : A focus on Leadership,Communication, Growth, Character Education and Assessment

Our Strategic Direction

Our mission, vision and values underscore everything we do. We are an organizationfocused on innovative, values-congruent action that enhances the lives of morethan 100,000 members.

The Tri Sigma Mission Statement: To establish among its members a perpetualbond of friendship, to develop in them strong womanly character and to impressupon them high standards of conduct – in other words, Friendship, Character andConduct.

The Tri Sigma Vision Statement: Sigma Sigma Sigma will provide exceptional experiences that will empower women to change the world.

The Tri Sigma Values Statement: Sigma Sigma Sigma reaffirms its long standingcore values of wisdom, power, faith, hope and love.

This year, the Executive Council and staff partnered to develop a visionary framework for the next stage in our organizational direction. This will direct our activity for the next 5 years, and will shape our priorities, pursuits, and performance expectations.

LEADERSHIPProvide exceptional personal empowerment and leadership development forwomen that will lead to individual and organizational success.

COMMUNICATIONTo position Sigma Sigma Sigma National Sorority as a character and values-based,mission driven, innovative and progressive organization.

GROWTHPurposeful growth to provide for the long-term health and stability of the Organization.

CHARACTER EDUCATIONIntegrate an organizational framework of character education for values-based living.

ASSESSMENTCreate a culture of assessment within Tri Sigma that furthers our mission anddrives our decision making.

3

Annual Report 2 0 1 1

2011 2010 2009 2008 2007

Total Collegiate Membership 6024 5711 5386 5146 5258# of Chapters 108 106 105 104 106Average Chapter Size 56 54 51 49 50

2011 2010 2009 2008

Total Alumnae Chapter Membership 2382 2257 2184 1982# of Chapters 95 90 92 98Average Chapter Size 25.1 25.1 23.7 20.2

Membership - Alumnae

Alumnae Notes:

• November 2011 we installed the Central Massachusetts Alumnae Chapter• As of January 2012, there are 32 locations where alumnae members have

expressed interest in starting an alumnae chapter.• A strategic goal has been updated to assess current alumnae chapter operations

in order to revise procedures and resources and meet the needs of our alumnae chapter members. The objective is for our alumnae chapters to provide an experience which is meaningful to their members, supports the mission of Tri Sigma and gives back to their local community.

Collegiate Notes:

• The number of new initiates in 2010/2011 was 2,770.• New Member retention is steady at 93% for 2010/2011.• Conducted an assessment to determine Tri Sigma’s current chapter niche.

The evaluation determined that: Tri Sigma is at our best and consistently performing (Recruitment, GPA, Retention, and Accreditation) in two key areas:

Conditions for Campus I (33 chapters in this area):• Average Chapter Size is 50-70 and CPH total is 40-80 • 4-8 other NPC Groups • An average of 4 CAB per chapter (or an average of 1:25 CAB to Student Ratio)• Other potential Factors:

- PSR chapters more consistently perform or are over total- Tri Sigma chapters who do spring recruitment have a higher % of total

Conditions for Campus II (7 chapters in this area):• Campus total of 100+ with UNIVERSITY PROVIDED HOUSING (4 groups with

chapter built free-standing housing = 80% of total while 4 groups with chapter floors provided by the university = 116% of total).

• An average of 7 CAB per chapter (for consistent performance)

Membership - Collegiate

4

Annual Report 2 0 1 1

2011 2010 2009 2008 2007

Average GPA 3.033 3.0315 3.0295 3.002 2.993

Academic Excellence

6. Eta Theta..............3.4467. Eta Psi ....................3.668. Eta Eta ....................3.119. Epsilon Iota ............3.2310. Theta Gamma ........3.52

The top ten chapters for the last two recorded semesters are:

1. Epsilon Upsilon......3.372. Gamma Phi ............3.383. Eta Lambda............3.394. Gamma Xi ................3.45. Epsilon Delta..........3.44

2011 2010 2009 2008 2007

Accredited with Honors 49 46 55 55 52Accredited 23 24 5 2 11Non-Accredited 34 36 44 48 42

Accrediation

Performance by Accreditation Categories

Category 2010 2011

Recruitment 91% 91%

Alumnae Engagement 95% 96%

Panhellenic 98% 99%

Member Development &Living our Ritual 96% 99%

Philanthropy/Foundation 96% 94%

Financial Stability 97% 98%

Risk Reduction and Safety 97% 98%

Scholarship 97% 96%

Chapter Organization 95% 96%

OVERALL 96% 97%

FRIE

ND

SHIP

CH

AR

AC

TER

CO

ND

UC

T

“Reflect on the past and

the strong foundation upon

which we were built. Live

our values today and make

certain that we are uphold-

ing the standards of our

sisterhood and the reasons

that Sigma is so important

to us. And finally, look to the

future and think of the

possibilities. – KAYE SCHENDEL

National President

5

Annual Report 2 0 1 1

Alumnae SupportRoyalties/

Chapter Supplies Insurance

Collegiate Support

34%

6%

16%

8%

13%

Member Support/Programs

Walton House

Management/General

Technology

Professional/Investment/Other

56%33%

3% 6%

2%

18%

Audited by BIK & Co, LLP

2010/2011 Income

Collegiate Support 866,771Alumnae Support 114,871Insurance 466,711Royalties/Chapter Supplies 154,585Conference 401,266Badges 198,586Investments/Grants/Other 335,643

2,538,433

2010/2011 Expenses

Member Support/Programs 1,262,682Walton House 53,240Management/General 756,928Technology 58,357Professional/Investment/Other 129,946

2,261,153

Fiscal Responsibility

Investments/Grants/Other

5%

Badges

Conference

6

“The Character Counts™ Initiative will enhance the Tri Sigma experience

by making our members better people and by letting us share Character

Counts™! with the people we interact with and volunteer with.”

– JENNY POLLOCK

Annual Report 2 0 1 1

• Launched a new Collegiate Resource Center in Sigma Connect which includes over 200 resources, educational tools, templates, or assessments to help chapters in all areas of chapter operations.

• Created a series of Collegiate Volunteer committees who worked with other chapters around the country on various topics to make recommendations to Executive Council. The work of 3 committees will be finalized and implemented in fall 2012 including changes in the Honor Council, Collegiate Elections process,and risk management policies.

• Tri Sigma celebrated the installation of the Theta Gamma and Theta Delta Chapters. The Alpha Delta Chapter was recolonized at Drexel University with an installation date of April 2012.

• Tri Sigma evaluated their collegiate billing and impacts the fees were having on recruitment and retention. A proposed plan was presented to collegiate chapters and sought their feedback and input. A vote was taken by the chapters and by an overwhelming majority, the plan was supported and will be implemented July 1, 2012. It allows for lower new member fees, payment plans for national fees, and the ability to electronically transfer money from a chapter’s BillHighway account to National Headquarters.

• We launched a Recruitment Toolkit to prepare our membership recruitment directors with a fun, assessment and needs focused resource platform, all of which is accessible on Sigma Connect.

Chapter Services Highlights

“Being a woman of character is anall the time experience.”

– LAURA WARD SWEETAlpha Sigma

7

“By being a part of Tri Sigma, I have made a commitment to progressing

in my character education every day, sometimes small and sometimes on

a larger scale. If I'm trying to be the best sister I can be, I must also be

continuously work to have better character.” – BREANA BOYERAlpha Phi

Annual Report 2 0 1 1

Extension of our Sisterhood

Alumnae Chapters

First State Delaware, DEMinot, NDCentral Massachusetts, MA

Collegiate Chapters

Theta Gamma McKendree University, Lebanon, IL

Theta Delta Lindenwood University, St. Charles, MO

Alpha Delta Drexel University, Philadelphia, PA (recolonization)

• Our Sigma Connect training platform has continued to grow to meet the needs and challenges of our members. The Officer and Chairman Training Program, which can be reviewed and completed on-line, offers new officers and chairmen information specific to their roles. The Triangle and Circle Sequences have added some fun, non-traditional learning options for our members.

• The Program Team, led by Emmy Smith, undertook a complete evaluation and update of the educational programs offered on Sigma Connect.

• Through our Character Initiative, Tri Sigma has strengthened our commitment to our roots, our heritage. We have incorporated into our strategic plan a number of initiatives related to character and character development of our members. We have a group of 24 members serving on an Advocate Team leading our character initiative and work with character education.

• Tri Sigma made a commitment to offer innovative, relevant leadership development opportunities and programming designed with a lifelong learningexperience in mind. But most of all, we are committed to developing character-driven leaders using our core values of wisdom, power, faith, hope and love.

The Labyrinth Leadership Experience, whichwas launched in June of 2012 is designed tobe a five-day intense leadership journey forour collegiate and alumnae members inWashington, D.C. and ending with a sojournto Walton House.

Our National Leadership Program Highlights

8

Growth

Fall 2012 - University of Nevada, Las VegasFall 2013 - Grand Valley State University & Missouri State UniversityFall 2014 - University of Southern Indiana & University of Arkansas - Fort Smith

EXECUTIVE COUNCIL

Kaye Schendel ΓΦNational President

Bonnie Rainey ΑΣNational Treasurer

Bethany Deines ΒΚNational Vice President

Emily Ellis ΓΒNational Vice President

Elizabeth Hoffert ΒΞNational Vice President

Allison Swick-Duttine ΨNational Vice President

NATIONAL HEADQUARTERS STAFF

Marcia Cutter ΒΓExecutive Director

Lorin PhillipsΑΥAssistant Executive Director

Christina Smithhisler ΙΑDirector of Programs

Aimee Jensen Boland ΗΙDirector of Alumnae and Volunteer ServicesCori Wallace Delta GammaDirector of Marketing/Communications

Tiffany Fay ΑΧDirector of Chapter Services

Mary Kate Lobough ΑΨAssistant Director of Chapter ServicesLauren McHugh Alpha Xi DeltaAssistant Director of Colony and New Chapter Development

Margaret Fields ΑΥOffice ManagerKim Guinn ΑΥDistribution Assistant

Dianna Jett ΑΥCollegiate Membership Coordinator

Jessica Jett Lafollette ΙΑAlumnae Membership CoordinatorTracie RayAccountant

Theresa Taylor ΑΥDirector of Distribution

Veronica Atkins ΗΟRegional Consultant

Brittany Parrott ΕΦRegional Consultant

Justine Stein ΕΡRegional Consultant

Anne Strawbridge ΔΠRegional Consultant

ADMINISTRATION

Cara Luyster ΑΒFinancial Services Coordinator

Sarah Decker ΒΓFinancial Assistant

Gina Nabours ΑΥFinancial Assistant

Shannon Thomas ΑΠHousing Coordinator

Jennifer Van Matre ΒΒHousing Assistant

Stephanie Warren ΓΨHousing Assistant

Courtney Stone ΑΨMeeting Planner

Michelle Keller ΑΜMeeting Planner Assistant

Brenda Christie Lichtenegger ΑΙRisk Management Coordinator

Inez Fridley ΓΒWalton House Board Chairman

Pamela Hathaway ΓΒWalton House Board Member

Jeanne Johnson ΑΙWalton House Board Member

Deborah Riggan ΑΥWalton House Board Member

CHAPTER SERVICESRegional Support TeamAmber Cochran ΑΟChelsea Collins ΖΘKelli Cowart ΓΜDesiree Ellison ΖΠKatherine Finazzo ΑΥSara Greene ΔΨJocelyn Harper ΑΒHolly Jankovic ΑΨSheri Kennedy ΑΙElise Lavin ΜMegan Moore ΗΡDesiree Paulhamus ΑΟAmanda Sabia ΕΧMichelle Tantillo ΕΟAnna Todaro ΕΦSarah TurnerΑΑAmber Van Roekel ΗΚJacqueline Wise ΑΧKatherine Wolper ΖΑTalia Young ΑΝRebekka Zeigler ΗΙ

ALUMNAE AND VOLUNTEER SERVICES

Monica Cusick ΕΛVolunteer Recruitment Coordinator

Angela David ΑΧVolunteer Recruitment Coordinator

Kim Davids ΟVolunteer Recruitment Coordinator

Christi Jones-McNeill ΔΠVolunteer Recruitment Coordinator

Rebecca Sanford ΟVolunteer Recruitment Coordinator

Lori Schaefer ΒΠVolunteer Recruitment Coordinator

Brenda Ray ΑΨAlumnae Chapter Coordinator

Kara Rees ΒΓAlumnae Chapter Coordinator

Katie Wadington ΕΞAlumnae Chapter Coordinator

Kirsten Nicholas ΕΑAlumnae Initiate Program Assistant

Carolyn Wallisch ΙGolden Violet Coordinator

MARKETING AND COMMUNICATIONS

Carol Swango ΑΨArchivist

Kara Miller ΕΔExtension Coordinator

Mandy McGuire ΒΞAssistant Extension Coordinator

Celinda Miranda ΖΕExtension Team

Lauren Moran ΓΡExtension Team

Anna TodaroΕΦExtension Team

Amy Ward ΕΝExtension Team

Kellie Parker ΑΒWebmaster

Hillary Ashton ΖΒTriangle Editor-At-Large

Mandy Chocheles ΓΗTriangle Alumnae Editor

Sherri Ballard ΑΝTriangle Collegiate Editor

Emmy Smith ΕΠTriangle Features Editor

Jocelyn Harper ΑΒTriangle Copy Writer

Katie Wadington ΕΞTriangle Copy Writer

PROGRAMMING

Emmy Smith ΕΠPrograms and Research Coordinator

Suzan Bosarge ΓΜAwards Coordinator

Su-Lin Banks ΓΨRitual Coordinator

Lauren Moran ΓΡCharacter Counts! Coordinator

PANHELLENIC

Laura Sweet ΑΣNational Panhellenic Conference Delegate

Linda Manley-Kuitu ΕΡAlumnae Panhellenic Coordinator and Alternate Delegate

Linda Henderson ΔΨCollege Panhellenic Coordinator and Alternate Delegate

Natalie Averette ΓΒCollege Panhellenic Assistant and Alternate Delegate

Rebecca Calkins ΕΟCollege Panhellenic Assistant

Emily Ellis ΓΒCollege Panhellenic Assistant

Wendy Kirkpatrick ΑCollege Panhellenic Assistant

Kelly Jo Karnes ΠGovernmental Relations Coordinator

SIGMA SIGMA SIGMA FOUNDATION BOARD

Marie Beck ΒΥFoundation Board Chairman

Stephanie Strom ΒΙFoundation Board Vice Chairman

Leslie Brady ΔΠFoundation Board Secretary

Heather Mitchell ΕΞFoundation Board Treasurer

Foundation Board Member at LargeMaryellen Baxter ΒΚLinda Clayton ΟStephanie Corona ΟStephanie Everett ΕΘAngela Feldman ΒΓJeanMarie Komyathy ΓΚSuzanne McGlone ΓΜBeth Moore ΑΧAnn Rutkowski ΕΔTracy Sary ΓΒKatherine Scherping ΒΑ

SIGMA SIGMA SIGMA FOUNDATION STAFFNancy Craig Alpha PhiFoundation Executive DirectorNancy Benedict Alpha Omicron PiFoundation Associate Director of DevelopmentCynthia Harms ΑΕFoundation Development Officer-GOLD Program

Our Leadership9

Sigma Sigma Sigma National Headquarters

Mabel Lee Walton House225 North Muhlenberg StreetWoodstock, VA 22664email: [email protected]

This information contained herein is as of December 31, 2011