Quarterly Report

Risk Management Plan

Quarterly Report - First Quarter Criteria
Has the Risk Management Plan been signed by the current Chapter Sage? *

Yes No
Social Media Accounts

Quarterly Report
Facebook Link
Twitter Link
Instagram Link
Grade Information

Quarterly Report
Spring New Member Class GPA *
Previous Semester Chapter GPA *
Number of Fraternities on Campus *
IFC GPA Rank (Out of Total Fraternities) *
University Information

Quarterly Report
Main contact for Fraternity/Sorority Affairs at your institution *
E-mail *
What type of academic calendar does your institution operate? *

Semester Trimester Quarter
Fall Semester Start Date *

Month Day Year
Fall Semester End Date *

Month Day Year
Spring Semester Start Date *

Month Day Year
Spring Semester End Date *

Month Day Year
Fall Trimester Start Date *

Month Day Year
Fall Trimester End Date *

Month Day Year
Winter Trimester Start Date *

Month Day Year
Winter Trimester End Date *

Month Day Year
Spring Trimester Start Date *

Month Day Year
Spring Trimester End Date *

Month Day Year
First Quarter Start Date *

Month Day Year
First Quarter End Date *

Month Day Year
Second Quarter Start Date *

Month Day Year
Second Quarter End Date *

Month Day Year
Third Quarter Start Date *

Month Day Year
Third Quarter End Date *

Month Day Year
Fourth Quarter Start Date *

Month Day Year
Fourth Quarter End Date *

Month Day Year
Winter Break Start Date *

Month Day Year
Winter Break End Date *

Month Day Year
Spring Break Start Date *

Month Day Year
Spring Break End Date *

Month Day Year

Risk Management Plan

Quarterly Report - Second Quarter Criteria
Has the Risk Management Plan been signed by the current Chapter Sage? *

Yes No
Bylaws/Constitution

Quarterly Report
Upload Chapter Bylaws and/or Chapter Constitution *

Upload a File

Cancel of
Date of Last Revision *

Month Day Year
Standards

Quarterly Report
Functioning Standards System with written rules and procedures *

Yes No
Upload - Chapter Standards System *

Upload a File

Cancel of
Standards/Judicial Board Members and Emails
Volunteers

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

Housing Information

Quarterly Report - Third Quarter Criteria
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 *
Grade Information

Quarterly Report
Fall New Member Class GPA *
Previous Semester Chapter GPA *

Chapter Performance

Quarterly Report - Fourth Quarter Criteria
Chapter Philanthropy Dollars Raised *
Chapter Community Service Hours *
Members Involved in Campus Organizations *

Form 990

Quarterly Report
Has your chapter filed 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.
Upload Form 990 *

Browse Files

Cancel of

Records Verification

Quarterly Report
NOTE: Changing the billing status is not the same as changing the membership status. At this link, you can find how to make Chapter Roster Updates via Chapter Desktop.
Chapter Roster Checklist *

Move all graduated members to alumnus/graduated status through the mySigmaPi Vault Update the status of all members who are no longer in the chapter through the mySigmaPi Vault (abroad, left school, military leave)
New Members Recorded *

Add all new members who have been formally pledged to the roster through the mySigmaPi Vault
Initiate Report Submission *

Submit an Initiate Report for all members who have completed the initiation ceremony. Please submit one report per initiate date.
Officer & Committee Chairmen Update *

Update all officers through the mySigmaPi Vault Update all committee chairmen through the Chapter Desktop

Submission

Quarterly Report
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Contact Information

Risk Management Plan

Social Media Accounts

Grade Information

University Information

Risk Management Plan

Bylaws/Constitution

Standards

Volunteers

Housing Information

Grade Information

Chapter Performance

Media and Events

Health & Safety Training

Form 990

Financial Information

Records Verification

Submission