Annual Report 2011
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 Annual Report. This report describes the work completed by the Sorority during 2011. As you 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 that our strategic direction will take our sisterhood in an innovative, character based direction. We’re continually looking for ways to change the world as Tri Sigma women, and we know that the five strategic focuses will help to position Tri Sigma as 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 of economic uncertainty. Membership numbers and financial operations once again remained strong for 2011. We are pledging more than 2800 women a year, and our retention rate is more than 89%. We continue to work hard to engage our alumnae and get them connected as well. We’re working to ensure your information in our database is accurate and reflects the full measure of the wonderful alumnae 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 and Facebook accounts have continued to grow in popularity, and many members are finding that this is a great way to stay connected to Tri Sigma. We will continue to keep 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 that Tri Sigma is strong and will continue to remain a viable organization for years to come. Thank you! Sigma Love,
– KAYE SCHENDEL, ΓΦ National President
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Annual Report 2 0 1 1 Our Strategic Direction Our mission, vision and values underscore everything we do. We are an organization focused on innovative, values-congruent action that enhances the lives of more than 100,000 members. The Tri Sigma Mission Statement: To establish among its members a perpetual bond of friendship, to develop in them strong womanly character and to impress upon them high standards of conduct – in other words, Friendship, Character and Conduct. 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 standing core 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.
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 LEADERSHIP Provide exceptional personal empowerment and leadership development for women that will lead to individual and organizational success. COMMUNICATION To position Sigma Sigma Sigma National Sorority as a character and values-based, mission driven, innovative and progressive organization. GROWTH Purposeful growth to provide for the long-term health and stability of the Organization. CHARACTER EDUCATION Integrate an organizational framework of character education for values-based living. ASSESSMENT Create a culture of assessment within Tri Sigma that furthers our mission and drives our decision making.
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Annual Report 2 0 1 1 Membership - Collegiate
Total Collegiate Membership # of Chapters Average Chapter Size
2011
2010
2009
2008
2007
6024 108 56
5711 106 54
5386 105 51
5146 104 49
5258 106 50
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 - Alumnae
Total Alumnae Chapter Membership # of Chapters Average Chapter Size
2011
2010
2009
2008
2382 95 25.1
2257 90 25.1
2184 92 23.7
1982 98 20.2
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.
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Annual Report 2 0 1 1 Academic Excellence
Average GPA
2011
2010
2009
2008
2007
3.033
3.0315
3.0295
3.002
2.993
The top ten chapters for the last two recorded semesters are:
4. 5.
Eta Theta..............3.446 Eta Psi ....................3.66 8. Eta Eta ....................3.11 9. Epsilon Iota ............3.23 10. Theta Gamma ........3.52 6. 7.
Accrediation
Accredited with Honors Accredited Non-Accredited
2011
2010
2009
2008
2007
49 23 34
46 24 36
55 5 44
55 2 48
52 11 42
Performance by Accreditation Categories
FRIENDSHIP
3.
Epsilon Upsilon ......3.37 Gamma Phi ............3.38 Eta Lambda............3.39 Gamma Xi ................3.4 Epsilon Delta..........3.44
CHARACTER
2.
Category
2010
2011
Recruitment Alumnae Engagement Panhellenic
91% 95% 98%
91% 96% 99%
“Reflect on the past and the strong foundation upon which we were built. Live our values today and make certain that we are uphold-
Member Development & Living our Ritual Philanthropy/Foundation
96% 96%
99% 94%
Financial Stability Risk Reduction and Safety Scholarship Chapter Organization
97% 97% 97% 95%
98% 98% 96% 96%
OVERALL
96%
97%
ing the standards of our sisterhood and the reasons that Sigma is so important
CONDUCT
1.
to us. And finally, look to the future and think of the possibilities. – KAYE SCHENDEL National President
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Annual Report 2 0 1 1 Fiscal Responsibility 2010/2011 Income
2010/2011 Expenses
Collegiate Support Alumnae Support Insurance Royalties/Chapter Supplies Conference Badges Investments/Grants/Other
866,771 114,871 466,711 154,585 401,266 198,586 335,643
Member Support/Programs Walton House Management/General Technology Professional/Investment/Other
1,262,682 53,240 756,928 58,357 129,946 2,261,153
2,538,433 Investments/ Grants/Other
Professional/ Investment/Other Technology 13%
Badges
3% 6%
8% 34%
Conference
Collegiate Support
16%
Management/ General
56%
33%
5% 6%
Royalties/ Chapter Supplies
18%
Insurance
Alumnae Support
2%
Walton House
Audited by BIK & Co, LLP
“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
Member Support/ Programs
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Annual Report 2 0 1 1 Chapter Services Highlights • 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.
“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 BOYER Alpha Phi
“Being a woman of character is an all the time experience.” – LAURA WARD SWEET Alpha Sigma
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Annual Report 2 0 1 1 Extension of our Sisterhood Collegiate Chapters
Alumnae Chapters
Theta Gamma McKendree University, Lebanon, IL Theta Delta Lindenwood University, St. Charles, MO Alpha Delta Drexel University, Philadelphia, PA (recolonization)
First State Delaware, DE Minot, ND Central Massachusetts, MA
Growth Fall 2012 - University of Nevada, Las Vegas Fall 2013 - Grand Valley State University & Missouri State University Fall 2014 - University of Southern Indiana & University of Arkansas - Fort Smith
Our National Leadership Program Highlights • 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 learning experience in mind. But most of all, we are committed to developing characterdriven leaders using our core values of wisdom, power, faith, hope and love. The Labyrinth Leadership Experience, which was launched in June of 2012 is designed to be a five-day intense leadership journey for our collegiate and alumnae members in Washington, D.C. and ending with a sojourn to Walton House.
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Our Leadership EXECUTIVE COUNCIL
Pamela Hathaway ΓΒ
Mandy Chocheles ΓΗ
Kaye Schendel ΓΦ
Walton House Board Member
Triangle Alumnae Editor
Jeanne Johnson ΑΙ
Sherri Ballard ΑΝ
Walton House Board Member
Triangle Collegiate Editor
Deborah Riggan ΑΥ
Emmy Smith ΕΠ
Bethany Deines ΒΚ
Walton House Board Member
Triangle Features Editor
National Vice President
CHAPTER SERVICES
National President
Bonnie Rainey ΑΣ National Treasurer
Emily Ellis ΓΒ National Vice President
Elizabeth Hoffert ΒΞ National Vice President
Allison Swick-Duttine Ψ National Vice President
NATIONAL HEADQUARTERS STAFF Marcia Cutter ΒΓ Executive Director
Lorin Phillips ΑΥ Assistant Executive Director
Christina Smithhisler ΙΑ Director of Programs
Aimee Jensen Boland ΗΙ Director of Alumnae and Volunteer Services
Cori Wallace Delta Gamma Director of Marketing/Communications
Tiffany Fay ΑΧ Director of Chapter Services
Mary Kate Lobough ΑΨ Assistant Director of Chapter Services
Lauren McHugh Alpha Xi Delta Assistant Director of Colony and New Chapter Development
Margaret Fields ΑΥ Office Manager
Kim Guinn ΑΥ Distribution Assistant
Dianna Jett ΑΥ Collegiate Membership Coordinator
Jessica Jett Lafollette ΙΑ Alumnae Membership Coordinator
Tracie Ray Accountant
Theresa Taylor ΑΥ Director of Distribution
Veronica Atkins ΗΟ Regional Consultant
Brittany Parrott ΕΦ Regional Consultant
Justine Stein ΕΡ Regional Consultant
Anne Strawbridge ΔΠ Regional Consultant
ADMINISTRATION Cara Luyster ΑΒ
Jocelyn Harper ΑΒ Regional Support Team Amber Cochran ΑΟ Chelsea Collins ΖΘ Kelli Cowart ΓΜ Desiree Ellison ΖΠ Katherine Finazzo ΑΥ Sara Greene ΔΨ Jocelyn Harper ΑΒ Holly Jankovic ΑΨ Sheri Kennedy ΑΙ Elise Lavin Μ Megan Moore ΗΡ Desiree Paulhamus ΑΟ Amanda Sabia ΕΧ Michelle Tantillo ΕΟ Anna Todaro ΕΦ Sarah Turner ΑΑ Amber Van Roekel ΗΚ Jacqueline Wise ΑΧ Katherine Wolper ΖΑ Talia Young ΑΝ Rebekka Zeigler ΗΙ
ALUMNAE AND VOLUNTEER SERVICES Monica Cusick ΕΛ Volunteer Recruitment Coordinator
Angela David ΑΧ Volunteer Recruitment Coordinator
Kim Davids Ο Volunteer Recruitment Coordinator
Christi Jones-McNeill ΔΠ
Financial Assistant
Gina Nabours ΑΥ Financial Assistant
Shannon Thomas ΑΠ Housing Coordinator
Jennifer Van Matre ΒΒ Housing Assistant
Stephanie Warren ΓΨ Housing Assistant
Courtney Stone ΑΨ Meeting Planner
Michelle Keller ΑΜ
Rebecca Sanford Ο Volunteer Recruitment Coordinator
Lori Schaefer ΒΠ Volunteer Recruitment Coordinator
Brenda Ray ΑΨ Alumnae Chapter Coordinator
Kara Rees ΒΓ Alumnae Chapter Coordinator
Katie Wadington ΕΞ Alumnae Chapter Coordinator
Kirsten Nicholas ΕΑ Alumnae Initiate Program Assistant
Carolyn Wallisch Ι Golden Violet Coordinator
MARKETING AND COMMUNICATIONS Carol Swango ΑΨ Archivist
Kara Miller ΕΔ Extension Coordinator
Mandy McGuire ΒΞ Assistant Extension Coordinator
Celinda Miranda ΖΕ Extension Team
Lauren Moran ΓΡ Extension Team
Meeting Planner Assistant
Anna TodaroΕΦ
Brenda Christie Lichtenegger ΑΙ
Extension Team
Risk Management Coordinator
Inez Fridley ΓΒ Walton House Board Chairman
Katie Wadington ΕΞ Triangle Copy Writer
PROGRAMMING Emmy Smith ΕΠ Programs and Research Coordinator
Suzan Bosarge ΓΜ Awards Coordinator
Su-Lin Banks ΓΨ Ritual Coordinator
Lauren Moran ΓΡ Character Counts! Coordinator
PANHELLENIC Laura Sweet ΑΣ National Panhellenic Conference Delegate
Linda Manley-Kuitu ΕΡ Alumnae Panhellenic Coordinator and Alternate Delegate
Linda Henderson ΔΨ College Panhellenic Coordinator and Alternate Delegate
Natalie Averette ΓΒ College Panhellenic Assistant and Alternate Delegate
Rebecca Calkins ΕΟ College Panhellenic Assistant
Emily Ellis ΓΒ College Panhellenic Assistant
Wendy Kirkpatrick Α College Panhellenic Assistant
Kelly Jo Karnes Π Governmental Relations Coordinator
Volunteer Recruitment Coordinator
Financial Services Coordinator
Sarah Decker ΒΓ
Triangle Copy Writer
SIGMA SIGMA SIGMA FOUNDATION BOARD Marie Beck ΒΥ Foundation Board Chairman
Stephanie Strom ΒΙ Foundation Board Vice Chairman
Leslie Brady ΔΠ Foundation Board Secretary
Heather Mitchell ΕΞ Foundation Board Treasurer
Foundation Board Member at Large Maryellen Baxter ΒΚ Linda Clayton Ο Stephanie Corona Ο Stephanie Everett ΕΘ Angela Feldman ΒΓ JeanMarie Komyathy ΓΚ Suzanne McGlone ΓΜ Beth Moore ΑΧ Ann Rutkowski ΕΔ Tracy Sary ΓΒ Katherine Scherping ΒΑ
SIGMA SIGMA SIGMA FOUNDATION STAFF Nancy Craig Alpha Phi Foundation Executive Director
Amy Ward ΕΝ
Nancy Benedict Alpha Omicron Pi
Extension Team
Cynthia Harms ΑΕ
Kellie Parker ΑΒ Webmaster
Hillary Ashton ΖΒ Triangle Editor-At-Large
Foundation Associate Director of Development Foundation Development Officer-GOLD Program
Sigma Sigma Sigma National Headquarters Mabel Lee Walton House 225 North Muhlenberg Street Woodstock, VA 22664 email: sigma@trisigma.org www.sigmasigmasigma.org
This information contained herein is as of December 31, 2011