Quarterly Report

Risk Management Plan

Quarterly Report
Risk Management Plan

Risk management and harm reduction should be a consideration in everything the chapter does. The intent of risk management education is not to prevent the chapter from having fun, but to help the chapter reduce risks while having fun. Managing chapter risk will help prevent, avoid and minimize problems before they occur, including lawsuits against chapter officers and members seeking their personal assets.

All chapters of Sigma Pi Fraternity should create a Risk Management Plan to include operating procedures for social events, chapter house operations and the overall promotion of safety among members. All Risk Management Plans are due to the Executive Office by December 1st and May 1st.
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Social Media Accounts

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Facebook Link
Twitter Link
Instagram Link
Grade Information

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Previous Semester Chapter GPA *
Number of Fraternities on Campus *
IFC GPA Rank (Out of Total Fraternities) *
Health & Safety Training

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Has the Chapter Participated In or Conducted a Health & Safety Training? *

Yes No
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Upload Materials Covered *

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Bylaws/Constitution

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Date of Last Revision *

Month Day Year
Standards

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Functioning Standards System with written rules and procedures *

Yes No
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Standards/Judicial Board Members and Emails *
Additional Questions

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Number of Volunteers Involved with Chapter? *
Volunteers / Advisory Board Members *

Housing Information

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Does Your Chapter Have a House? *
Chapter Mailing Address *

Street Address

Street Address Line 2

City State

Zip Code Country
Is the physical address the same as the mailing address? *

Yes No
Chapter Physical Address *

Street Address

Street Address Line 2

City State

Zip Code Country
Housing Corporation? *

Yes No
Housing Corporation Name *
Contact Info for Housing Corporation *

First Name Last Name
E-mail *
Phone Number *

Area Code Phone Number
Officers of the Housing Corporation *
Workshops

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Ritual Workshop Held? *

Yes No
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Attended Province Workshop? *

Yes No
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Additional Questions

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Fall New Member Class GPA *

Form 990

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Has your chapter submitted your IRS Form 990 for this academic year? *

Yes No
As tax-exempt entities, the IRS requires all 501(c)7 groups to file a variation of the Form 990. The deadline of these forms is the 15th day of the fifth month after fiscal year end.

Please note that this depends solely on how your individual group operates and maintains its finances. In order to maintain a tax-exempt status, yearly filing of the Form 990 is imperative. Failure to file may result in fines and automatic loss of tax-exempt status by the IRS.

Please note that Fraternal Law (Section 52K and Section 62E) requires that a copy of these forms be sent to the Executive Office of Sigma Pi after filing with the IRS. This is also a step required in the credentialing of your group for the Convocation. Failure to comply may result in the loss of voting rights.

If your filing deadline does not fall within the timeframe of this report, please submit during the next report period.

If you are unsure of which Form 990 your group should file, please see below:

FORM 990

Gross receipts of the organization are over $200,000 OR total assets of the organization are over $500,000.

FORM 990-EZ

Gross receipts of the organization are over $50,000 but less than $200,000 AND total assets are under $500,000.

FORM 990-N

Gross receipts are under $50,000. This may be submitted electronically or over the phone by calling the IRS at 877-829-5500.
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Submission

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Contact Information

Risk Management Plan

Social Media Accounts

Grade Information

Health & Safety Training

Bylaws/Constitution

Standards

Additional Questions

Housing Information

Workshops

Additional Questions

Chapter Performance

Records Verification

University Information

Media and Events

Form 990

Financial Information

Submission