SIGMA GAMMA RHO SORORITY, INC.
SIGMA GAMMA RHO SORORITY, INC.
INTERNATIONAL CORPORATE HEADQUARTERS
A Non-governmental Organization Associated with the United Nations Department of Public Information 1000 Southhill Drive Suite 200 Cary, North Carolina 27513 888-SGR-1922 (phone) 919-678-9721 (fax) www.sgrho1922.org
TO:
Chapters/Members of Sigma Gamma Rho Sorority, Inc.
FROM:
Bonita M. Herring International First Grand Anti-Basileus
DATE:
August 17, 2011
SUBJ:
Notice about Per Capita Assessment- SPEAR 2011-2012
At the 53rd Boule in California, the grand chapter adopted the following recommendation: The per capita fee for both SPEAR and NEF will increase by $2.00 to $7.00. All foundations must submit to National Headquarters by April 1st of each year, a full disclosure financial report reflecting the same information required by IRS. Headquarters will post these reports to the sorority's website. Any Foundation that fails to submit to National Headquarters, by April 1, of each year a full disclosure financial report, will forfeit its per capita assessment for the ensuing year. The SPEAR Foundation report was not received on or before the April 1, date. Therefore, per the recommendation, members are not required to pay the SPEAR per capita assessment for the 2011-2012 year. To inform the membership of this update the Remittance Policy & Procedures Form for the 2011-2012 year has been revised. (Please see attached.) Additional documents which address the SPEAR per capita assessment fee are also being revised. Specifically the Campaign 1922 Form has been changed. Further questions regarding SPEAR should be addressed to the SPEAR Foundation’s Board of Directors.
“On Fire to SERVE! Expanding Local Mobilization for Global Impact”
Sigma Gamma Rho Sorority, Inc. 1000 Southhill Drive, Suite 200 Cary, NC 27513-8630 Office: Toll-Free (888) SGR-1922 • Local (919) 678-9720 • Fax: 919.678.9721 ● www.sgrho1922.org
2011-2012 International Remittance of Funds Policies & Procedures
SORORITY MEMBERS Remittance Submission 1. The chapter shall use the International Remittance Form (2 pages) to remit all individual and chapter obligations to the International organization. Only ONE chapter type should be submitted per remittance. 2. The Chapter Basileus and Chapter Grammateus/Tamiochus shall sign the Remittance Form to authenticate the remittance for the chapter and/or individuals in the chapter. Personal or chapter checks are not accepted at ICHQ. 3. Only Members-At-Large, General Members and Regional Undergraduates are permitted to remit individual payments directly to the International Headquarters. Members-At-Large and General Members must submit a copy of your degree and forms with the initial assessment. 4. Only the International Remittance Form (2 pages) will be accepted for remittance of funds; any other form submitted will be returned. 5. Typed forms are expected; handwritten forms will be returned if they are not legible. 6. Outdated forms will be returned unprocessed. All current forms are available online at www.sgrho1922.org under the Sorors Only section. A username and password is required to access this page, please contact Webmaster if one is needed. 7. All balance due or monies owed for 2010-2011 must be paid or chapters could be subject to suspension. Remittance Deadlines st The chapter shall remit all individual and chapter obligations to the International Headquarters by July 1 with a 90-day grace period. Remittance forms received (not postmarked) after the October 1, 2011 grace period will be levied late fees. ICHQ remittance processing will take approximately 10 business days and, during peak times, up to 30 days to post upon receipt. Peak months are February, July, September and October. Chapter Obligations – Boule Tax - Due annually Undergraduates $25.00 Alumnae Less Than 25 Members $50.00 25 Members or More $100.00
Chapter Obligations – National Headquarters Tax 10 or less $70.00 11 to 20 $100.00 21 to 30 $125.00 31 or more $150.00
The Boule Tax for Alumnae is based on the number of active members reported the previous sorority year.
The National Headquarters Tax is for Alumnae Chapters only and is based on the number of active members reported the previous sorority year. If a chapter was not financial in the previous year, then no HQ tax is to be paid.
Other Chapter Fees (refer to Appendix A) Chapter Late Fee $10.00 Chapter Report including the financial report Late Fine IRS Form 990 N Late Fine 2 Consecutive Boules missed Chapter Reactivation
$50.00 $50.00 $50.00
Chapter Charters
Chapters failing to pay chapter obligations by the end of the grace period shall be fined $10 late fee(s). th Reports must be received (not postmarked) at ICHQ by July 15 . th
Reports must be received (not postmarked) at ICHQ by July 15 . Chapters not represented at two consecutive Boules shall be fined. Graduate $45.00 Undergraduate $25.00 New charters - $25.00 Duplicate charters - $50.00
International Individual Obligations Membership Type
Insurance 2010-2011
Head tax
General Surcharge
NEF
*Life Member $50.00 $7.00 *General Life $50.00 $175.00 $7.00 Member Alumnae $50.00 $150.00 $7.00 General Member $50.00 $150.00 $175.00 $7.00 Member-At-Large $50.00 $150.00 $7.00 Undergraduate $50.00 $70.00 Regional $50.00 $70.00 Undergraduate *Only fully paid Life Members are exempt from Head tax.
NEF - Only Alumnae Sorors remit to NEF. Remit NEF obligations directly to NEF: Lora J. Vann, Treasurer, and Box 18616, Indianapolis, IN 46218. SPEAR - At the 53rd International Boule in 2010, the Grand Chapter passed a recommendation that required all foundations to submit a full disclosure financial report reflecting the same information required by IRS by April 1st. Any Foundation failing to submit would forfeit its per capita assessment for the ensuing year. As a result of this action, the SPEAR per capita assessment for the 2011-2012 year is not required. Contact the SPEAR FOUNDATION directly at PO Box 335688, North Las Vegas, NV 89033.
Updated August 2011 - CC
1
Other Individual Fees (These fees are only remitted if necessary) Transfer Fee $5.00 The transfer fee is remitted by Sorors who transfer from one chapter to another, transfer from Undergraduate chapter to an Alumnae chapter, or with any other change in membership type. Late Fee
$20.00
Sorors who were active the previous sorority year but did not remit assessments by the end of the grace period pay a late fee $20.00. $10.00 is forwarded to Headquarters and the chapter retains $10.00.
Reinstatement Fee
$30.00
Sorors who were not active the previous sorority year pay a reinstatement fee of $30.00. Reinstatement fee includes late fee. $20.00 is forwarded to Headquarters and the chapter retains $10.00.
One Time Headquarters Building Assessment (Separate Money Order should be made payable to Seven Pearls Foundation) +Alumnae $100.00 At the 49th International Boule in 2002, the Grand Chapter passed a recommendation that requires all members to pay one-time National Headquarters Assessment. (Note: Alumnae +Undergraduate $50.00 Sorors who have paid $100.00 or more and Undergraduate Sorors who have paid $50.00 or more are exempt from this assessment.) Life Membership Fees (These fees should be submitted through Chapter) General $3,000.00 Life membership shall be available only to alumnae sorors who have been financial for at least ten years. $600.00 initial payment and $600.00 per year in addition to International dues. Life members continue to pay the head tax assessment annually including the year when the life membership fee is paid in full. 25 Year Continuous $1,000.00 $400.00 initial payment and $200.00 per year in addition to International dues. TORCH Fees (Non Refundable) Note the remittance processing timelines listed above for chapter and member dues. TORCH approvals can be delayed if remittances are not submitted in a timely manner from the chapters. Application Fee Induction fees
$25.00
Non-refundable fee TORCH Fees includes a one-time National Building Assessment, sorority pin and liability insurance. Please remember that Regional Assessments are not included in the TORCH fees and must be submitted to the Regional Grammateus separately. Per Boule 2006 the Grand Chapter increased the liability insurance from $25.00 to $100.00 per inductee. Submit 2 money orders for induction fees to ICHQ. One payable to Sigma, Gamma, Rho Sorority Inc. for induction fees and a separate money order payable for the building assessment made payable to the Seven Pearls Foundation.
Alumnae Induction fee
$625.00
Alumnae: $525.00 made payable to Sigma Gamma Rho Sorority and $100.00 made payable to Seven Pearls Foundation.
Undergraduate Induction fee
$465.00
Undergraduates: $415.00 made payable to Sigma Gamma Rho Sorority, Inc. and $50.00 made payable to Seven Pearls Foundation.
Updated August 2011 - CC
2
Sigma Gamma Rho Sorority, Inc. 1000 Southhill Drive, Suite 200 Cary, NC 27513-8630 Office: Toll-Free (888) SGR-1922 • Local (919) 678-9720 • Fax: 919.678.9721 ● www.sgrho1922.org
2011-2012
International Remittance of Funds Policies & Procedures
PHILO AND RHOER AFFILIATES
Affiliate Remittance Submission 1. The chapter shall use International Affiliate Remittance Form (2 pages) to remit all individual and club obligations to the International organization. Only ONE club type should be submitted per remittance. Please specify the sponsoring
alum nae chapter nam e on form .
2.
Sponsoring alumnae chapter and alumnae chapter affiliate advisor must be financial before approval to induct new affiliate members will be granted.
3.
For Philo Affiliates, the Graduate Chapter Advisor, Chapter President and Chapter Financial Secretary/Treasurer shall sign the Affiliate Remittance Form to authenticate the remittance for the chapter and/or individuals in the chapter.
4.
For Rhoers Affiliates, the Rhoer Advisor, Alumnae Chapter Basileus and Alumnae Chapter Grammateus/Tamiochus shall sign the Affiliate Remittance Form to authenticate the remittance for the chapter and/or individuals in the chapter. Personal or Chapter checks are not accepted at NCHQ.
5.
Only the International Affiliate Remittance Form (2 pages) will be accepted for remittance of affiliate funds; any other form submitted will be returned.
6.
Typed forms are expected; handwritten forms will be returned if they are not legible.
7.
Outdated forms will be returned. Alumnae Advisor can access current forms available online @ www.sgrho1922.org under the Sorors Only section. A username and password is required to access this page, please contact Webmaster if one is needed.
Remittance Deadlines The affiliate (club) shall remit all individual and club obligations to the International Headquarters organization by July 1; with at a 90-day grace period ends October 1, 2011 Remittance processing will take approximately 10 business days and during peak times up to 30 days to post. International Affiliate Obligations Affiliate Type Returning Members Annual Fee Philo $20.00 Rhoer $15.00
Individual Induction Fee $75.00 $50.00
Affiliate (club) Tax $25.00
Affiliate Late fee $10.00
Rhoer Affiliates do not have an affiliate (club) fee. Induction Fees include a certificate, pin, and handbook. Induction Fees must be sent 4 weeks prior to induction. Other Fees (These fees are only remitted if necessary) Philo Affiliate club and individual assessments received (not postmarked) after the October 1, 2011 grace period must remit a late fee of $10.00. Philo Fees Philos are required to pay (2) International Fees. 1. Philos should remit International Fees to both Sigma Gamma Rho Sorority, Inc. Corporate Headquarters and 2. National Philo Financial Secretary.
Updated August 2011 - CC
3
INTERNATIONAL CORPORATE HEADQUARTERS
A Non-governmental Organization Associated with the United Nations Department of Public Information 1000 Southhill Drive Suite 200 Cary, North Carolina 27513 888-SGR-1922 (phone) 919-678-9721 (fax) www.sgrho1922.org
TO:
Chapters/Members of Sigma Gamma Rho Sorority, Inc.
FROM:
Bonita M. Herring International First Grand Anti-Basileus
DATE:
August 17, 2011
SUBJ:
Notice about Per Capita Assessment- SPEAR 2011-2012
At the 53rd Boule in California, the grand chapter adopted the following recommendation: The per capita fee for both SPEAR and NEF will increase by $2.00 to $7.00. All foundations must submit to National Headquarters by April 1st of each year, a full disclosure financial report reflecting the same information required by IRS. Headquarters will post these reports to the sorority's website. Any Foundation that fails to submit to National Headquarters, by April 1, of each year a full disclosure financial report, will forfeit its per capita assessment for the ensuing year. The SPEAR Foundation report was not received on or before the April 1, date. Therefore, per the recommendation, members are not required to pay the SPEAR per capita assessment for the 2011-2012 year. To inform the membership of this update the Remittance Policy & Procedures Form for the 2011-2012 year has been revised. (Please see attached.) Additional documents which address the SPEAR per capita assessment fee are also being revised. Specifically the Campaign 1922 Form has been changed. Further questions regarding SPEAR should be addressed to the SPEAR Foundation’s Board of Directors.
“On Fire to SERVE! Expanding Local Mobilization for Global Impact”
Sigma Gamma Rho Sorority, Inc. 1000 Southhill Drive, Suite 200 Cary, NC 27513-8630 Office: Toll-Free (888) SGR-1922 • Local (919) 678-9720 • Fax: 919.678.9721 ● www.sgrho1922.org
2011-2012 International Remittance of Funds Policies & Procedures
SORORITY MEMBERS Remittance Submission 1. The chapter shall use the International Remittance Form (2 pages) to remit all individual and chapter obligations to the International organization. Only ONE chapter type should be submitted per remittance. 2. The Chapter Basileus and Chapter Grammateus/Tamiochus shall sign the Remittance Form to authenticate the remittance for the chapter and/or individuals in the chapter. Personal or chapter checks are not accepted at ICHQ. 3. Only Members-At-Large, General Members and Regional Undergraduates are permitted to remit individual payments directly to the International Headquarters. Members-At-Large and General Members must submit a copy of your degree and forms with the initial assessment. 4. Only the International Remittance Form (2 pages) will be accepted for remittance of funds; any other form submitted will be returned. 5. Typed forms are expected; handwritten forms will be returned if they are not legible. 6. Outdated forms will be returned unprocessed. All current forms are available online at www.sgrho1922.org under the Sorors Only section. A username and password is required to access this page, please contact Webmaster if one is needed. 7. All balance due or monies owed for 2010-2011 must be paid or chapters could be subject to suspension. Remittance Deadlines st The chapter shall remit all individual and chapter obligations to the International Headquarters by July 1 with a 90-day grace period. Remittance forms received (not postmarked) after the October 1, 2011 grace period will be levied late fees. ICHQ remittance processing will take approximately 10 business days and, during peak times, up to 30 days to post upon receipt. Peak months are February, July, September and October. Chapter Obligations – Boule Tax - Due annually Undergraduates $25.00 Alumnae Less Than 25 Members $50.00 25 Members or More $100.00
Chapter Obligations – National Headquarters Tax 10 or less $70.00 11 to 20 $100.00 21 to 30 $125.00 31 or more $150.00
The Boule Tax for Alumnae is based on the number of active members reported the previous sorority year.
The National Headquarters Tax is for Alumnae Chapters only and is based on the number of active members reported the previous sorority year. If a chapter was not financial in the previous year, then no HQ tax is to be paid.
Other Chapter Fees (refer to Appendix A) Chapter Late Fee $10.00 Chapter Report including the financial report Late Fine IRS Form 990 N Late Fine 2 Consecutive Boules missed Chapter Reactivation
$50.00 $50.00 $50.00
Chapter Charters
Chapters failing to pay chapter obligations by the end of the grace period shall be fined $10 late fee(s). th Reports must be received (not postmarked) at ICHQ by July 15 . th
Reports must be received (not postmarked) at ICHQ by July 15 . Chapters not represented at two consecutive Boules shall be fined. Graduate $45.00 Undergraduate $25.00 New charters - $25.00 Duplicate charters - $50.00
International Individual Obligations Membership Type
Insurance 2010-2011
Head tax
General Surcharge
NEF
*Life Member $50.00 $7.00 *General Life $50.00 $175.00 $7.00 Member Alumnae $50.00 $150.00 $7.00 General Member $50.00 $150.00 $175.00 $7.00 Member-At-Large $50.00 $150.00 $7.00 Undergraduate $50.00 $70.00 Regional $50.00 $70.00 Undergraduate *Only fully paid Life Members are exempt from Head tax.
NEF - Only Alumnae Sorors remit to NEF. Remit NEF obligations directly to NEF: Lora J. Vann, Treasurer, and Box 18616, Indianapolis, IN 46218. SPEAR - At the 53rd International Boule in 2010, the Grand Chapter passed a recommendation that required all foundations to submit a full disclosure financial report reflecting the same information required by IRS by April 1st. Any Foundation failing to submit would forfeit its per capita assessment for the ensuing year. As a result of this action, the SPEAR per capita assessment for the 2011-2012 year is not required. Contact the SPEAR FOUNDATION directly at PO Box 335688, North Las Vegas, NV 89033.
Updated August 2011 - CC
1
Other Individual Fees (These fees are only remitted if necessary) Transfer Fee $5.00 The transfer fee is remitted by Sorors who transfer from one chapter to another, transfer from Undergraduate chapter to an Alumnae chapter, or with any other change in membership type. Late Fee
$20.00
Sorors who were active the previous sorority year but did not remit assessments by the end of the grace period pay a late fee $20.00. $10.00 is forwarded to Headquarters and the chapter retains $10.00.
Reinstatement Fee
$30.00
Sorors who were not active the previous sorority year pay a reinstatement fee of $30.00. Reinstatement fee includes late fee. $20.00 is forwarded to Headquarters and the chapter retains $10.00.
One Time Headquarters Building Assessment (Separate Money Order should be made payable to Seven Pearls Foundation) +Alumnae $100.00 At the 49th International Boule in 2002, the Grand Chapter passed a recommendation that requires all members to pay one-time National Headquarters Assessment. (Note: Alumnae +Undergraduate $50.00 Sorors who have paid $100.00 or more and Undergraduate Sorors who have paid $50.00 or more are exempt from this assessment.) Life Membership Fees (These fees should be submitted through Chapter) General $3,000.00 Life membership shall be available only to alumnae sorors who have been financial for at least ten years. $600.00 initial payment and $600.00 per year in addition to International dues. Life members continue to pay the head tax assessment annually including the year when the life membership fee is paid in full. 25 Year Continuous $1,000.00 $400.00 initial payment and $200.00 per year in addition to International dues. TORCH Fees (Non Refundable) Note the remittance processing timelines listed above for chapter and member dues. TORCH approvals can be delayed if remittances are not submitted in a timely manner from the chapters. Application Fee Induction fees
$25.00
Non-refundable fee TORCH Fees includes a one-time National Building Assessment, sorority pin and liability insurance. Please remember that Regional Assessments are not included in the TORCH fees and must be submitted to the Regional Grammateus separately. Per Boule 2006 the Grand Chapter increased the liability insurance from $25.00 to $100.00 per inductee. Submit 2 money orders for induction fees to ICHQ. One payable to Sigma, Gamma, Rho Sorority Inc. for induction fees and a separate money order payable for the building assessment made payable to the Seven Pearls Foundation.
Alumnae Induction fee
$625.00
Alumnae: $525.00 made payable to Sigma Gamma Rho Sorority and $100.00 made payable to Seven Pearls Foundation.
Undergraduate Induction fee
$465.00
Undergraduates: $415.00 made payable to Sigma Gamma Rho Sorority, Inc. and $50.00 made payable to Seven Pearls Foundation.
Updated August 2011 - CC
2
Sigma Gamma Rho Sorority, Inc. 1000 Southhill Drive, Suite 200 Cary, NC 27513-8630 Office: Toll-Free (888) SGR-1922 • Local (919) 678-9720 • Fax: 919.678.9721 ● www.sgrho1922.org
2011-2012
International Remittance of Funds Policies & Procedures
PHILO AND RHOER AFFILIATES
Affiliate Remittance Submission 1. The chapter shall use International Affiliate Remittance Form (2 pages) to remit all individual and club obligations to the International organization. Only ONE club type should be submitted per remittance. Please specify the sponsoring
alum nae chapter nam e on form .
2.
Sponsoring alumnae chapter and alumnae chapter affiliate advisor must be financial before approval to induct new affiliate members will be granted.
3.
For Philo Affiliates, the Graduate Chapter Advisor, Chapter President and Chapter Financial Secretary/Treasurer shall sign the Affiliate Remittance Form to authenticate the remittance for the chapter and/or individuals in the chapter.
4.
For Rhoers Affiliates, the Rhoer Advisor, Alumnae Chapter Basileus and Alumnae Chapter Grammateus/Tamiochus shall sign the Affiliate Remittance Form to authenticate the remittance for the chapter and/or individuals in the chapter. Personal or Chapter checks are not accepted at NCHQ.
5.
Only the International Affiliate Remittance Form (2 pages) will be accepted for remittance of affiliate funds; any other form submitted will be returned.
6.
Typed forms are expected; handwritten forms will be returned if they are not legible.
7.
Outdated forms will be returned. Alumnae Advisor can access current forms available online @ www.sgrho1922.org under the Sorors Only section. A username and password is required to access this page, please contact Webmaster if one is needed.
Remittance Deadlines The affiliate (club) shall remit all individual and club obligations to the International Headquarters organization by July 1; with at a 90-day grace period ends October 1, 2011 Remittance processing will take approximately 10 business days and during peak times up to 30 days to post. International Affiliate Obligations Affiliate Type Returning Members Annual Fee Philo $20.00 Rhoer $15.00
Individual Induction Fee $75.00 $50.00
Affiliate (club) Tax $25.00
Affiliate Late fee $10.00
Rhoer Affiliates do not have an affiliate (club) fee. Induction Fees include a certificate, pin, and handbook. Induction Fees must be sent 4 weeks prior to induction. Other Fees (These fees are only remitted if necessary) Philo Affiliate club and individual assessments received (not postmarked) after the October 1, 2011 grace period must remit a late fee of $10.00. Philo Fees Philos are required to pay (2) International Fees. 1. Philos should remit International Fees to both Sigma Gamma Rho Sorority, Inc. Corporate Headquarters and 2. National Philo Financial Secretary.
Updated August 2011 - CC
3
