Colony - 3rd Quarterly Report

Contact Information

Quarterly Report
Your Name*

First NameLast Name
Phone Number*

Area CodePhone Number
University*
Your Email*
Submission Date*

MonthDayYear
Chapter Advisor Email
(ChapterDesignation)ca@sigmapi.org
Form Being Submitted
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Do you have the following information prepared for the First Quarter Report?

Risk Management Plan Virtually Signed by PresidentPrevious Semester GPARecruitment Plan for Upcoming SemesterUniversity InformationUpdated Colony RosterNew Member Education Plan for Upcoming SemesterFinancial InformationBrotherhood Committee Plan

Risk Management Plan

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

YesNo
Grade Information

Quarterly Report
Current Semester 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? *

SemesterTrimesterQuarter
Fall Semester Start Date*

MonthDayYear
Fall Semester End Date*

MonthDayYear
Spring Semester Start Date*

MonthDayYear
Spring Semester End Date*

MonthDayYear
Fall Trimester Start Date*

MonthDayYear
Fall Trimester End Date*

MonthDayYear
Winter Trimester Start Date*

MonthDayYear
Winter Trimester End Date*

MonthDayYear
Spring Trimester Start Date*

MonthDayYear
Spring Trimester End Date*

MonthDayYear
First Quarter Start Date*

MonthDayYear
First Quarter End Date*

MonthDayYear
Second Quarter Start Date*

MonthDayYear
Second Quarter End Date*

MonthDayYear
Third Quarter Start Date*

MonthDayYear
Third Quarter End Date*

MonthDayYear
Fourth Quarter Start Date*

MonthDayYear
Fourth Quarter End Date*

MonthDayYear
Winter Break Start Date*

MonthDayYear
Winter Break End Date*

MonthDayYear
Spring Break Start Date*

MonthDayYear
Spring Break End Date*

MonthDayYear

Volunteers

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

Media and Events

Quarterly Report
Did your chapter or any individual receive honors or awards this quarter?*

YesNo
Tell us about the honors or awards*
Upload Honor/Award Photos or Press Release

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New Member Education

Quarterly Report
Upload New Member Education Plan for Upcoming Semester*

Upload a File

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Roster Updates and Recruitment

Quarterly Report
Upload Colony Roster*

Upload a File

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Upload Recruitment Plan*

Upload a File

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Brotherhood Committee Plan

Quarterly Report
Does your Colony have a Brotherhood Committee?*

YesNo
Please upload the Brotherhood Committee's Plan for the Upcoming Semester

Upload a File

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Form 990

Quarterly Report
Has your chapter filed your IRS Form 990 for this academic year?*

YesNo
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*

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Submission

Quarterly Report
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