Omega Psi Phi Fraternity, Inc.
12th District
2012 District Meeting
Indian Wells, CA
May 31-June 3, 2012
Hosted by
Pi Rho Chapter
District Reports Manual
“Look to the West, O Omega!”
Page 1 of 81
Table of Contents
Agenda ................................................................... 4
Minutes 2012 Winter 12th District Council Meeting5
District Officer Reports..............................17
30th 12th District Representative ........................... 19
1st Vice District Representative ............................ 21
2nd Vice District Representative ........................... 24
District Keeper of Records and Seal .................... 26
District Keeper of Finance ................................... 32
District Counselor ................................................ 41
District Chaplain .................................................. 43
District Public Relations Officer .......................... 44
Area Representative Reports......................45
Alaska Area Representative ................................. 47
NorCal Area Representative ................................ 48
PacNW Area Representative ................................ 51
Southwest Area Representative............................ 53
Southern Cal Area Representative ....................... 60
Page 2 of 81
Special Committee Reports........................63
Investment Team .................................................. 64
12th District Raffle ................................................ 66
Standing Committee Reports .....................67
Community & Civic Affairs Committee .............. 68
History and Archives Committee ......................... 70
Membership Committee ....................................... 71
Rules Committee .................................................. 73
Social Action Committee ..................................... 75
Ways and Means Committee ............................... 79
Page 3 of 81
Omega Psi Phi Fraternity, Inc.
12th District
Agenda
2012 12th District Meeting
Hosted by Pi Rho Chapter
Miramonte Resort and Spa
45000 Indian Wells Lane, Indian Wells, CA 92210
June 1, 2012
Attire - Business
8:00AM – 12:00 Noon 1st Plenary Session
Call to Order - Brother Sedrick Spencer – 30th 12th District Representative
Welcome Remarks
Brother Ronan Hill, Southern California Area Representative
Brother Melvin Palmer, Basileus – Pi Rho Chapter
Introduction of District Officers
Formal Opening
Roll Call – Brother Nicholas Thompson – DKRS
Minutes – Winter 2012 District Council Meeting – Brother Nicholas Thompson
Officer Reports - 12th District Representative Presiding
12th District Representative - Brother Sedrick Spencer
1st Vice District Representative - Brother Fred Alexander
2nd Vice District Representative - Brother Aundrey Page
DKRS - Brother Nicholas Thompson
DKF - Brother W. Kelly Shannon
Investment Team - Brother W. Kelly Shannon
District Counselor - Brother Lawton Connelly Jr
District Chaplain - Brother Derrick Delaney
Public Relations - Brother Robert Woodson
67th District Marshal - Brother Jalani Bakari
Immediate Past 12th District Representative - Brother Charles C. Peevy
Nominations
12:00PM – 1:30PM Undergraduate Luncheon
1:30PM – 2:00PM District Photo
2:00PM – 6:00PM 2nd Plenary Session
Supreme Council Updates
Area Representative Reports – 2nd Vice District Representative Presiding
Committee Chairman Reports – 1st Vice District Representative Presiding
Community and Civic Affairs – Brother Timothy Melton, III
History and Archives – Brother Darroll Love
Membership – Brother Eddie Bickham
Rules - Brother James Walker
Social Action – Brother Shamann Walton
Ways & Means – Brother Dennis Martinez
Special Reports - 12th District Representative Presiding
12th District Raffle - Brother Alexander
Stop The Violence
Big Brother Big Sister
12th District Mentorship Program
Fatherhood Initiative
District Elections
Memorial Service
Formal Closing
Page 4 of 81
Omega Psi Phi Fraternity, Inc.
12th District
Minutes 2012 Winter 12th District Council Meeting
March 24, 2012
Marriott Courtyard Portland City Center
550 SW Oak St Portland, OR
Hosted by Zeta Nu Chapter
I. Meeting Call to Order and Formal Opening– Brother Sedrick Spencer, 30th 12th DR at 8:58AM PDT
II. Opening Prayer – Brother John Arrington, Immediate Past District Chaplain
III. Welcome by Brother John Johnson, Pacific Northwest Area Representative
IV. Welcome from Brother Jerry Jackson, Zeta Nu Chapter Basileus
V. Roll Call
Officer
12th District Representative
1st Vice District Representative
2nd Vice District Representative
DKRS
DKF
District Counselor
Immediate Past DR
District Chaplain
District Public Relations Officer
67th District Marshal
Financial Chapters
Alpha Mu (U)
Alpha Rho
Alpha Theta
Beta Mu Mu
Chi Nu (Ux)
Delta Iota Iota
Delta Pi
Epsilon Mu
Epsilon Xi
Eta Alpha Alpha
Iota Iota Iota
Gamma Alpha Alpha
Lambda (U)
Kappa Xi
Lambda Omicron
Mu Alpha Alpha
#
12
14
17
18
19
Former 12th DR’s
Philmore Graham
Hayves Streeter
Arnold Butler
Edgar Bridges
James Grady
Name
Attend
Sedrick M Spencer
Freddrick L Alexander
Aundrey D Page
Nicholas D Thompson
W. Kelly Shannon
Lawton Connelly Jr
Charles C. Peevy
Derrick L Delaney
Robert L Woodson
Darryl E Martin
Attend
A
P(1)
A
A
A
P(1)
P(10)
A
P (2)
P(1)
P (2)
A
A
P(1)
A
A
Attend
P
P
A
P
P
P
P
A
P
A
Financial Chapters
Omicron Nu
Phi Beta Beta
Phi Iota
Phi Omicron
Pi Rho
Psi Xi
Sigma Iota
Sigma Iota Iota
Tau Alpha Alpha
Tau Tau
Theta Pi
Xi Gamma Gamma
Xi Nu
Zeta Tau
Zeta Upsilon
Chairman
Name
Alaska State Rep
Pacific Northwest Area Rep
Southwest Area Rep
Northern Cal Area Rep
Southern Cal Area Rep
Civic Affairs
History and Archives
Membership
Rules
Social Action
Ways & Means
10 of 21 present at Roll Call
Attend
A
P(1)
P(3)
P(1)
P(1)
A
P(3)
P(1)
A
P(2)
P(1)
A
P(1)
A
P(2)
Atte
nd
A
P
P
A
P
P
A
A
P
A
P
Charles Whittaker
John H Johnson Jr
William A Smith
Timothy E Waters
Ronan K Hill
Timothy Melton III
Darroll D Love
Eddie Bickham
James D Walker
Shamann Walton
Dennis R Martinez
Non - Financial Chapters
Chi Alpha Alpha
Delta Alpha Alpha
Mu Kappa Kappa
Phi Lambda (U)
Xi Mu (U)
Zeta Mu (U)
Zeta Nu
Zeta Rho
Attend
P(2)
A
A
P(1)
A
A
P (9)
A
14 of 31 present at Roll Call
#
20
21
22
23/25
24
Former 12th DR’s
Jewett Walker, Jr.
Lewis Sears, Jr.
Raymond Gibson
Carl Blunt
Ricky Lewis
Attend
#
26
27
28
Former 12th DR’s
Keith Neal
Lymus Capehart, Jr.
Grieg Boone
Attend
Quorum is present: (Require 1/3) 14 of 31 financial chapters and 10 of 21 Officers and Committee Chairs at Roll Call
VI. Minutes – Motion to accept as presented the Minutes of 12th District Fall 2011 Council Meeting by Nicholas Thompson
(Pi Rho) and 2nd. Motion carried unanimously.
VII.
Officer Reports –1st Vice DR presiding
Page 5 of 81
A. Report of the District Representative – Brother Sedrick Spencer, District Representative
1. Attrition:
i. Centennial hotels asked Fraternity to play $400K, Grand Counselor negotiated $360,791.38
a. This was better than going to court, and possibly losing, then adding court costs, etc
ii. Nov 2011 paid $25, 000 because we did not meet room nights again
iii. Various reason – Bad contract negotiated; Lack of control, brothers getting rooms, but going outside room
block; brothers blocking rooms and selling to other brothers
iv. Grand Counselor has recommended Fraternity contract with only one host hotel, this way we control the rooms
2. Missing Items: Frank Boykin missing watch
3. Technical Default - the note has agreed to allow the property be refinanced with the fraternity guaranteeing the
loan. The property was appraised for $3.9 (millions) and Friendship Foundation owes an estimated ($2.3 million)
4. Undergraduate Summit (2012) – total registered 373; Goal was 200. 12th District required to send 2, we had 3.
5. Continued MSP will be conducted at the Conclave – Grand Counselor wants to ensure we are able to show we are
continuing MSP continuous training
6. New insurance policy being negotiated; Starts on April 1 (increase in coverage of ~$5 million for IHQ / chapters
will still be covered at $1 million/ deductible at $10,000); no increase in chapter premium
i. Cannot go into detail on the various lawsuits, but we have to ensure we have good selection of members
7. All vendors will must be licensed at District and Chapter events
8. Alcohol at District and Chapter events – Brothers drinking at the event, then drove home, had car accident and
now wants to sue Fraternity
i. Brother Spencer made unpopular statement that the UG Summit should be dry event. We have responsibility to
be examples to our undergraduates; we build our leadership by showing them proper way to do things.
9. Special Event Checklist (SEC) must not be in the name of the Fraternity
i. Need to be approved early -30 days in advance. We shouldn’t have to ask for favors to have the SEC approved
ii. ALL CONTRACTS between the chapter and any venue/entity MUST LIST the chapter as XYZ chapter, an
unincorporated chapter of Omega Psi Phi, not just the Chapter name or Fraternity name.
10. Grand Basileus noted there were several chapters that owe funds and IHQ looking to connect
i. 19 chapters have been placed on hold because they may owe money to IHQ ($13, 660) (see page following this
report)
ii. DR noted if it’s before 2010, we can probably have that wiped clean
iii. If it’s 2010 and post current Grand Basileus – some issues in transitioning, may be able to do same
iv. 2011 – Need proof from chapter to clear.
Class
12
12
12
12
12
12
12
12
12
12
12
12
12
12
12
12
12
12
12
12
12
Type
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Date
11/1/2011
11/1/2011
11/1/2011
11/1/2011
11/1/2011
11/1/2011
11/1/2011
11/1/2011
11/1/2009
11/1/2011
11/1/2011
11/1/2010
11/1/2010
3/2/2011
11/1/2008
11/1/2009
11/1/2011
11/1/2011
11/1/2011
11/1/2011
11/1/2010
Num
668FY12I
668FY12C
691FY12I
691FY12C
714FY12I
714FY12C
291FY12I
291FY12C
299FY10-C
299FY12I
299FY12C
802FY11C
802FY11I
195FY26-D
587FY09-C
587FY10-C
231FY12I
231FY12C
282FY12I
282FY12C
828FY11C
Chapter Name
Zeta Tau - 000668
Zeta Tau - 000668
Zeta Rho - 000691
Zeta Rho - 000691
Zeta Nu - 000714
Zeta Nu - 000714
Zeta Mu - 000291
Zeta Mu - 000291
Xi Mu - 000299
Xi Mu - 000299
Xi Mu - 000299
Tau Alpha Alpha - 000802
Tau Alpha Alpha - 000802
Sigma Iota Iota - 000873
Sigma Iota - 000587
Sigma Iota - 000587
Sigma Eta - 000231
Sigma Eta - 000231
Phi Lambda - 000282
Phi Lambda - 000282
Phi Beta Beta - 000828
Page 6 of 81
Balance
500
200
500
400
500
200
500
100
100
500
100
100
500
30
500
1030
500
100
500
100
300
Class
12
12
12
12
12
12
12
12
12
12
12
12
12
12
12
Type
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Invoice
Date
11/1/2010
11/1/2011
11/1/2011
11/1/2011
7/14/2011
11/1/2008
11/1/2009
11/1/2011
11/1/2011
11/1/2010
11/1/2010
11/1/2011
11/1/2011
11/1/2011
11/1/2011
Num
828FY11I
891FY12I
891FY12C
603FY12C
195FY108-D
294FY09-C
294FY10-C
864FY12I
864FY12C
736FY11C
736FY11I
787FY12I
787FY12C
805FY12I
805FY12C
Chapter Name
Phi Beta Beta - 000828
Mu Kappa Kappa - 000891
Mu Kappa Kappa - 000891
Lambda Omicron - 000603
Kappa Xi - 000766
Iota Mu - 000294
Iota Mu - 000294
Iota Iota Iota - 000864
Iota Iota Iota - 000864
Delta Pi - 000736
Delta Pi - 000736
Delta Alpha Alpha - 000787
Delta Alpha Alpha - 000787
Chi Alpha Alpha - 000805
Chi Alpha Alpha - 000805
Balance
500
500
100
500
100
1800
100
500
200
500
300
500
200
500
100
11. Chapters have been asked to submit delegates for the Conclave by late May/early June; IHQ planning to provide
CD of reports before we arrive in Minneapolis
12. Honorary Membership – the Fraternity is moving forward with a list of men to become honorary members at the
2012 Conclave
i. Committee is Former Grand Basileis and 4 DR’s - Kenny Rodgers 2nd, Anthony Knight 3rd; Victor Bruinton
6th; and Sedrick Spencer 12th; Committee will meet May 9 in Atlanta.
ii. List is about 50 names at this time; Only one from 12 th District submitted by Brother Jewett Walker
iii. Process: IHQ looks at the submission packet, if good then send nominee a packet to complete.
13. Grand Officer candidates 2012
i. Brother Kelly Shannon is running for Grand KF; There may be another candidate out of the 12 th
ii. No Candidates forum at 12th District
iii. Brother Aundrey Page is planning to run for 2 nd Vice Grand Basileus
iv. Lot of elbow rubbing in Atlanta (UG Summit) to try and leverage our votes to get these candidates elected.
14. 2014 and 2016 Conclave bids are being accepted. - The 12th District is bidding for both years
i. Former 12th DR Council created. Brothers talk a lot, but then when asked for input, the Former DR’s seem to
be silent. However, this a good sounding board when looking at the International picture, Grand officers and
meetings
ii. The Grand wants to go out in his District, so Philly or Pittsburgh in running for 2014. We have acquiesced
2014, noting we want 2016, which seems to be working.
a. Looking at Las Vegas, but do not need Chapter involvement at this time.
iii. Bids in from Cosmopolitan, Mandalay Bay, MGM, Bellagio, Mirage; Submitted RFP to Vegas Convention
Bureau, they sent to all the hotels
iv. Getting support from the other District Representatives since we are looking at Vegas; want a vote before
Conclave as allies are rotating off the Supreme Council
15. Membership Goal is 850, presently at 785. Should meet it
16. Indian Wells – get your hotel now if you don’t have one. We have renegotiated for additional rooms.
i. #1 rated spa in North America; #14 Golf Course
ii. They have opened the block up with no room locked in
17. Raffle is occurring
18. Ask each Area to hold one community service project
19. 12th District UG summit supposed to be today but moved to the District Meeting; they promise 40-50 attendees at
that time.
20. Motion to accept DR Report by Brother Sedrick Spencer (Epsilon Xi) and 2 nd.
i. Unreadiness
a. John Arrington (Phi Omicron) – Chapters that owe, how are they cleared? Will work with IHQ to clear
b. Lawton Connelly (Phi Iota) – Continued MSP? It’s continuing education
c. James Walker (Sigma Iota) - Accounts received owed by chapter? It may be past dues, CEF, Insurance
d. John Johnson (Delta Pi) –
1. Financial support for candidates? Neither candidate has requested funds
Page 7 of 81
2. 2016 Bid –objective criteria and Supreme council criteria? RFP sent to the DR’s, and this submitted to
convention bureaus; Previously chapters gave presentations to IHQ, IHQ asked for $250K; Note that
Philly Leadership was negative cash flow, and Vegas, with NO upfront cash, was positive cash flow.
Vegas will not provide that $250K, but we can use these facts to our advantage
e. William Grubbs Sr (Delta Pi) – District meeting registered list? Will ask DKRS to provide to brotherhood
f. Tommy Rosser (Chi Alpha Alpha) –MSP Certification? Ask Counselor to provide list to IHQ
g. Robert Brown (Phi Beta Beta) – Room rates? Wed/Thurs $109, Fri/Sat $129; Hotel sold out last year at
$199, so they aren’t willing to keep renegotiated rate at $109 for Fri/Sat
h. Frank Boykin (Delta Pi) - Omega Day at the Capital?
1. We have done it 2 of past 3 years; Delta’s and AKA’s do it every year.
2. We tried to set up meetings for the brothers, but were not able to always meet with Representative,
sometimes it was a staffer;
3. Asked Delta’s what they do. They make Sorors book their own meetings after putting out the
information
4. We give brothers information, have them go on-line and find their rep and book meeting
5. We looked at various issues. In 2011, we streamlined and targeted only black male mentorship
programs; Found Assembly Bill that was adding funds to program that dealt with mentoring at risk
youth; We supported that measure
6. Have not looked at 2012 and when we to do it
7. We are the only Fraternity that does a Day at the Capitol; it’s been very positive. Kappa Xi did
something similar in Carson City
i. Kelly Shannon (Phi Iota) - Honorary Membership, why do we have it? Hope committee will set criteria so
we can measure whether this process was successful or not. What’s the purpose?
1. DR noted that the Grand Basileus brought up the topic in DC.
i. A couple DR’s asked about the criteria; Grand said according to Omega Constitution
ii. Which constitution case there are so many
iii. Constitution addresses it but it’s not extensive and very general. We all meet the 3 or 4 lines there
iv. We need to establish specific criteria in the constitution so it doesn’t change when a new Grand
comes into office
2. Again, what is successful process? Depends on what the goal is. If financial, then we have to look at
number of men brought in
i. We haven’t done this since Lee Elder in 2004
ii. DR noted he’s seen some names, and does not agree with bringing them in.
a. Hank Aaron is on list, (an eternal lamp) and perhaps we bring him in based on his
accomplishments as a black man
iii. It’s hard to put criteria on success, because what is success? One brother who works with the local
chapter and their programs? Or 5 brothers doing their own programs but wear the letters when doing
it?
iv. There are some high profile names on the list
3. DR took issue to 12th DR Council, and they went back and forth on why to do it.
i. We need someone who will give back to the 12th District
j. Frank Boykin (Delta Pi) - Could there be posthumous honorary members? Don’t recall, but don’t think so
ii. Motion Carried Unanimously
District Representative presiding
B. Report of the First Vice District Representative - Brother Fred Alexander, First Vice District Representative
1. November 2011- Attended 12th District Northern California Founders’ Banquet. While there, conducted the
installation newly elected chapter officers.
2. March 2012– Representing Omega Psi Phi Fraternity Inc., served as a panelist for the Youth Development
Workshop at the GCCU (Graduates of California Colleges and Universities) Expo in Los Angeles. The panel
focused on improving youth mentoring and steps how organizations can collaborate more effectively together to
address youth issues within our communities.
i. Met some key people in businesses that may provide opportunities for funding for our programs
3. Attending weekly District Meeting calls; please be cognizant of the dates that are contained in the DKRS emails.
4. Committee Highlights
Page 8 of 81
i. AALHA – Focusing this quarter on history associated with Alpha Epsilon (Univ. of Arizona), Alpha Theta
(Arizona State Univ.), Alpha Mu (Stanford Univ.), and Alpha Rho (Intermediate and Graduate chapter). Will
look to add 12th District history video clips to website.
a. We have 2 Tuskegee Airman in Lambda Omicron; we want to ensure we can get it into 12th District
archives; This and other significant accomplishments of brothers
ii. New Chairs
a. Retention – Daryl Harris (Tau Tau) named new Retention committee chair.
b. Talent Hunt – Dion Vines (Tau Tau) and Kalonji Saterfield (Mu Alpha Alpha) named new co-chairs of the
Talent Hunt committee. Chapter winner information due by May 1, 2012.
c. Political Action – Michael Milliner (Eta Alpha Alpha) named new sub-committee chair. Individual
chapters are conducting Voter Registrations Drives and working on awareness within their individual
communities; also want to do Omega Day at Capital in the various states, perhaps all on same day, or in
same week
5. Motion to accept 1VDR Report by Brother Fred Alexander (Alpha Rho) and 2nd
i. Unreadiness
a. John Johnson (Delta Pi)
1. IT website maintenance? DR moved it to fall under DKRS
2. Has t here been any discussion on dues on-line payment? Yes, but haven’t worked out how to do the
forms as yet
3. Mentioned several ideas for using website based on past Delta Pi experiences with 2011 District
Meeting
i. DR requested a list of ideas be submitted and the council will review to determine what can be
implemented
4. Volunteered Delta Pi chapter to assist in making this happen
ii. Motion Carried Unanimously
C. Report of the Second Vice District Representative – not present
1. Accepted as presented in report book
D. Report of the District Keeper of Records and Seal – departed meeting early
1. Accepted as presented in report book
2. DR noted the DKRS numbers are 631 District, 785 IHQ, with disparity coming mostly from Life members not
paying dues.
E. Report of the District Keeper of Finance - Brother W. Kelly Shannon, DKF
1. Finished 2011 with over $97,000 in assets
2. Reinstatement fees & District Meeting Split contributed significantly to Revenue
3. 2011 did not have unexpected large expense (2009 AK Meeting and 2010 Blunt Grand Basileus campaign) as in
past years
4. 2011 spending (4.8% lower than 2010) was under control, despite having some events that caused unplanned
travel by the District Counselor; Leadership managed their spending.
5. Revenue (11.7% higher than 2010) was strong in almost every category, driven primarily by very strong
membership numbers
6. Investment fund, ~$83K, had some volatile months but is posted a modest gain from 2010
7. Other expenses included website design ($750), past DKRS expenses ($893), Undergraduate congratulations
($300), disbursement for flag sales ($169.82) & 12 th District ad design
8. Still converting from Excel to Quicken, and future reports will look the same
i. Excel is great for format, but not historical data, not a particular type of expense; now can check for specific
type expense, by chapter or officer.
9. Sent email to officers and committee chairs to be cognizant of their budget, spend no more than 60-80% of their
budget to leave their successor with some funds
10. Remember to file Form 990 – last page of report is a step by step direction on how to maintain your 501(c)(7)
i. File every year, as long as you make less than $50K, you can file on line 990-N
11. Motion to accept DKF Report by Brother Kelly Shannon (Phi Iota) and 2 nd
i. Unreadiness
a. John Johnson (Delta Pi) – FY10 – Economic Development amount? What’s the other?
1. DKF responded it was driven by 2010 Raffle; 2011 includes MSP fines
2. MSP future Dues placed in liability account and realized in the year they apply
3. DR noted we addressed these issues at last meeting
b. Frank Boykin (Delta Pi) - ??Order – DKF helped; Delta Pi to address their financial obligation
Page 9 of 81
c. Lawton Connelly (Phi Iota) – will we continue to do the raffle? Mixed sentiment across District; Budget
Committee looking at options of continuing, or raising dues instead, or use investment fund
d. DR noted that there was a reimbursement to the family of the Brother Ingram, deceased neo out of Zeta Nu,
all District Dues refunded; IHQ was initially only going to give back future dues, but they refunded all fees.
ii. Motion Carried Unanimously
F. Report of the District Counselor - Brother Lawton Connelly, District Counselor
1. There are no pending lawsuits within the 12th District, which is not the case throughout the Fraternity
i. There is an age discrimination lawsuit coming out of IHQ, which is interesting because the eldest person at
IHQ is only 50.
ii.
2. San Jose, Jan 27 investigation started during the Xi Nu chapter meeting; It was resolved with no disciplinary
action
3. Epsilon Mu investigation: There were 3 performances with Verizon (Chandler, AZ; Irvine, CA; NorCal) the same
weekend; NorCal had a hiccup. During hop show, undergraduate took off his shirt with grad brother approval;
Grad brother was suspended for 30 day, which has expired at this time
4. MSP Certification – IHQ deleted the database – if you took test prior to Oct 2011 you must retake test; Area Reps
will be doing MSP training.
5. Get Right Program – Renegade men who came through process, but do not have control numbers; please send
names to District Counselor so we can start process to get them in the fold
6. DR sent Grand Counselor a report for bringing in 2 nd semester freshman, which he is reviewing.
7. Motion to accept District Counselor Report by Brother Lawton Connelly (Phi Iota) and 2nd.
i. Unreadiness
a. Dennis Martinez (Theta Pi) – will printed certificate/proof of completion prior to 11/1/11 be accepted?
Unknown, will ask Grand Counselor
b. Ronan Hill (Tau Tau) – MSP - What is date we have to take the test? Go on-line and take the test to be
certain you are covered, unless you took test since 11/1/11
c. John Johnson (Delta Pi)
1. Get Right – What is process? DR noted that through the program, Omega determines if you once had a
2.5 GPA, then apply for membership; if this happened as a grad, then you have a degree.
2. Each DR has had a slightly different outlook on qualifications, but the goal is same.
d. Frank Boykin (Delta Pi) – Inquired on how to get renegades to come in and what if the expire beforehand?
Delicate issue that we deal with when a member expires, but he hasn’t been financial in years. However, a
renegade is NOT a member, so in no way eligible for an Omega service.
e. Jerry Jackson – gave a public thank you for reimbursement of funds for family of Brother Ingram
ii. Motion Carried Unanimously
8. DR spoke of a pilot program, looking to accept 2 nd semester freshman. But the undergraduate must be attached to a
graduate chapter with a mentoring program. The young man came from an Omega mentoring program, and
continues in the same vein.
i. Dixon (Zeta Nu) – recommend doing a survey as young men exit the mentorship program
ii. DR noted that we are trying to bring all the mentoring programs under same umbrella, so when we go seeking
funds they look the same, similar to walking into a Subway they all look the same. Want to do same with
mentoring program
G. Report of the District Public Relations Officer - Brother Robert Woodson, DPRO
1. Noted no Oracle lately, but the Editor is deployed; have lost communication with him
i. Continuing to receive articles from the chapters and submitting based on the deadlines. Will continue to do so.
2. Motion to accept District Counselor Report by Brother Robert Woodson (Xi Nu) and 2nd.
i. Unreadiness
a. Lawton Connelly (Phi Iota) – district newsletter? Not published recently. DR noted that Brother Woodson
has funded it himself in past, but District has not picked it up because it is expensive, really glossy.
Looking into doing it in the future.
b. DR Noted that the Grand is allowing Brother Boykin to continue as Editor as he can perform the duties
while deployed in Afghanistan; Next Oracle is supposed to focus on the Centennial, followed by a male
mentorship edition. Anticipate a huge piece from the 12 th District in this edition.
c. DR noted that Centennial Gala DVD’s available for $10 – the program and a lot of photos on DVD
ii. Motion Carried Unanimously
H. Report of the 67th District Marshal - Brother Sedrick Spencer, 30th 12th District Representative
1. Noted that Jalani’s daughter, similar to Tim Waters’ daughter, is playing in the CA state basketball championship,
so he’s not here.
Page 10 of 81
2. DR has put a freeze on registration rate at $175; making sure everyone has opportunity to register at this rate; but
some decisions, possibly unpopular, will be made this weekend regarding the District Meeting.
3. DR fielded questions
i. John Arrington (Phi Iota)
a. How many registered? About 160-170 brothers registered, but 380 room nights, yes Delta’s are coming
b. What do we need to break even? We have asked for updated budget last three conference call’s; Will make
some hard decisions, but we’re not going to lose any money, I can guarantee that.
ii. Jeffery Williams (Delta Iota Iota) – Does the Marshal have a travel budget? Jalani, if we can ever get a budget
from him, we have allowed him the same as Brother Gilmore and Brother Haynes in the past.
iii. William Grubbs (Delta Pi) asked if he was registered because he cannot find his receipt. DR noted will have
DKRS send out registration list
iv. Tim Melton (Tau Tau) – Suggested that there be a weekly update of registered brothers. DR noted we will send
out initial list, then it will be updated on the website
v. John Johnson (Delta Pi) – noted that Pi Rho was very successful last time in Palm Springs, so don’t worry of
the meeting being successful. As for list, sent to Area Reps last week.
vi. Steve Richardson (Delta Pi) – agenda for District Meeting? DR noted that we went through the agenda,
presently awaiting update which we will send out
a. Voting on Friday; Candidates Forum on Thursday; UG Summit on Saturday; Community Service on
Saturday; DR noted that about 8 brothers of Supreme Council/IHQ want to come to meeting – Grand
asking District to pick up one room night for each; However with [rice of fuel rising, Grand will revisit, so
unsure how many will actually attend
Meeting recessed at 11:00AM, and re—convened at 11:07AM
I. EE Just Youth and Community Services, Inc. - Brother Charles Peevy, President
1. Noted there’s about $39, 000 in the account
2. Website is: eejycs.org
3. Mentorship Programs – all chapters who conduct youth mentorship programs, using their data to establish a
District-wide mentorship program
4. Voiced his appreciation to the DR for his work
J. District Representative Comments
1. DR noted that one chapter is piggy-backing on Centennial Gala program laid out last year. Ask that the
opportunity to join in and share be presented to other local chapters in the spirit of fairness.
2. Noted there is a new indemnity form from Fraternity Non-Violence Program to change the brand of the Fraternity
i. Every member must sign. If you do not by the deadline, you will be removed from the rolls of Omega
a. Supreme Council DR’s had concerns on this. Two are: what if I don’t sign by deadline, but 5 years later
I’m willing to do so, can I get back in? Or, what if brother is fighting in a war and unable to sign, then how
will that be handled?
3. Mandated Programs – Asked the Grand to review the programs and concentrate where we need to, and fold them
into mentorship and developing our young men. Part of the problem is that we have 11 programs, then a new
Grand comes into office, and he adds several more, now each chapter has to do 15 programs. It’s too much.
Instead focus on the young men and help them to understand why we are doing the other programs – blood drives,
voting…
i. Discussing around SC Table, DR’s have talked about. Perhaps the 12 th D needs to step out and take stand that
we’re not going to do the programs the way you want us to do them, but focus on the young black men and
have them develop within these programs. Will ask for support of District before stepping out.
VIII.
Area Reports
A. Report of the Pacific Northwest Area Representative – Brother John H Johnson, Jr, Pac NW Area Rep
1. Report is synopsis of basic reports (Form 37, DKRS scorecard, etc)
2. Area Meeting canceled as brothers concerned that there are too many meetings in too short a timeframe AND
some brothers under impression that all you need to go to Canada is a birth certificate and driver’s license
3. Motion to accept Pacific Northwest Area Representative Report by Brother John Johnson (Delta Pi) and 2nd.
i. Unreadiness
a. Lawton Connelly (Phi Iota)
1. Under Issues, it should be Chi not Xi, Alpha Alpha
2. Looking at the membership numbers, is there any plan for MSP? Not at this time, but Zeta Upsilon has
fallen off a bit this year.
ii. Motion Carried Unanimously
B. Report of the Southern California Area Representative – Brother Ronan Hill, SoCal Area Rep
Page 11 of 81
1. Thank you in advance for your support for the Youth Leadership Conference which has been elevated to a
District-wide event. Last year over 200 brothers in attendance. Stopped counting at 200.
i. 19th Annual Conference is Oct 27, at USC, targeting 500 young men 8-18 years of age. Theme: Living with
Purpose
2. Read in 7 young men for Phi Lambda; they are enrolled at Cal St Fullerton and University of Laverne
3. Next SoCal Area Meeting, May 12 9am-1pm, hosted by Lambda Omicron and Lambda chapters
4. Motion to accept Southern California Area Representative Report by Brother Ronan Hill (Tau Tau) and 2nd.
i. Motion Carried Unanimously
C. Report of the Southwest Area Representative – Brother Dr. William A Smith, SW Area Rep
1. SW area Meeting was March 3rd
i. First half of meeting dealt with mentoring - all brothers in attendance were certified in mentoring by a national
mentoring organization - Optimus Institute. This (certification) is something the Arizona brothers have been
doing as it is required to work with the schools; also allows chapter to be eligible for funding
2. 6 chapters in Area, 4 have mentoring programs and the other two are working with youth
3. Future goals – continuing to build database of forms and best practices; keeping each of the chapters aware of
what is happening within the Area
4. Regardless of size, there are still just a few doing the work. This is NOT JUST in Omega, but in our schools,
churches too. Trying to ensure the Men of Omega step up, be held to a higher standard.
5. Request brothers complete survey, not Omega related, Racial Battle Fatigue. Black men, brown men as well, are at
risk for race related stress. Voluntary, but please assist by completing it.
6. Motion to accept Southwest Area Representative Report by Brother William Smith (Iota Iota Iota) and 2nd.
i. Unreadiness
a. Question asked about Alpha Theta and how to assist them to improve
1. New CKRS, thus the low score on scorecard. Intent is for Grad advisor to work more closely with them
to provide the needed guidance
ii. Motion Carried Unanimously
Brother Jeffery Williams, Delta Iota Iota Basileus, thanked the District for their help with regard to the passing of Brother
Christopher McCoy; everything was so well done - cards, flowers, etc. Family was very appreciative
IX. Potential Grant
A. DR announced that we are about to get a grant, Sex Education grant, that looks at behavior of students 18-24 years
old.
B. Will identify chapters within the District to participate; also bring in 6 th District as they want some help in South
Carolina
C. Grant is for $80,000 - $120,000 over a three year period.
D. We are educating our undergraduates with regard to sex education
E. Please note that African American Women with HIV statistics is rivaling Africa. We have to educate our young men
to be men vide just being “owt”
X. Committee Reports – First Vice DR Presiding
A. Community & Civic Affairs – Brother Tim Melton, Chairman
1. Talent Hunt – new committee chairs and their contact info in report
i. Send your winners data to Dion Vines
2. Scholarship deadline has passed
3. Motion to accept Community and Civic Affairs Report by Brother Tim Melton (Tau Tau) and 2nd.
i. Unreadiness
a. John Johnson (Delta Pi) - Question on Form77 and COTY. This falls under Social Action and will address
ii. Motion Carried Unanimously
B. Rules – Brother James Walker, Chairman
1. The only chapters that have noted they will be submitting District Meeting Proposals are Sigma Iota Chapter
(2015) and Phi Iota Chapter (2016)
2. Elections:
i. Only 1 Candidate for DR, 2 for 1VDR, 1 DKRS, and no names submitted for DKF; hopefully, a qualified
candidate will step up.
ii. There will be a candidates forum on Thursday, time and location TBA
iii. Credentialing on Friday morning; you need to check in to be able to vote.
3. Motion to accept Rules Report by Brother James Walker (Sigma Iota) and 2nd.
i. Unreadiness
Page 12 of 81
a. DR noted that the two 1VDR candidates will be removed from their normal duties and Brother Peevy and
Brother Boone will oversee credentialing and election to ensure there is no bias
b. Jeffery Williams (Delta Iota Iota) - If no DKF candidate, how will that be handled? DR will make an
appointment
c. Brother did not identify self – any discussion of honorary members into the Fraternity and are there
amendments? Bro Walker suggested submitting amendments to committee for future consideration and
adding to Constitution
d. John Johnson, Jr (Delta Pi) – Does form require District support? No. However, we have Rules Chair
Larry Walls review all amendments, then provide his recommendation to the District on how we should
vote for the amendment.
ii. Motion Carried Unanimously
C. Ways & Means – Brother Dennis Martinez, Chairman
1. Creating budget for new year
2. District operated last year within budget
3. Current year we are doing good at this point, but major expenses are upcoming – District meeting, Conclave and
Fall Council Meeting in Southwest Area, with travel expenses going up as gas prices rise.
4. Recommend Executive Board review budget for long term
5. Motion to accept Ways and Means Report by Brother Dennis Martinez (Theta Pi) and 2nd.
i. Unreadiness
ii. Motion Carried Unanimously
NOON Prayer led by Brother Dr John Arrington
Dr James Mason – Multicultural Health
Lou Frederick – Black Caucus, Oregon State Legislature
XI. Special Committees
A. Investment Team Report – Brother Kelly Shannon, Team Leader
1. Current balance as of February 29, 2012: $88,153.31.
i. This is slightly lower than the all-time high of $88,503.64 (end of April 2010).
2. Returns Comparison: 12th District Fund outperforms most Major Market Indices (see chart)
i. $1.00 invested in 12th District Fund in Oct 2005 = $1.17 as of February 29, 2012
ii. $1.00 invested in DJIA in Oct 2005 = $1.02 as of February 29, 2012
iii. $1.00 invested in S&P 500 in Oct 2005 = $1.02 as of February 29, 2012
iv. $1.00 invested in Nasdaq in Oct 2005 = $1.22 as of February 29, 2012No need to change investment policy
now; Team meeting in April to determine if any changes are needed
B. DR comments regarding funding and where money is in the 12 th District
1. In 7th District, the DR had access to funds, and it is assumed he extorted funds from the Fraternity
2. 12th District Representative does not have access to funds, Spencer does not, Peevy did not, Alexander will not
3. Only money DR touches is from reimbursements
4. Money goes through DKRS
5. Reimbursements require filling out proper forms and sending to DKF
6. Also, the officers are bonded as well
C. District Raffle – Fred Alexander
1. At Fall Council Meeting, the District voted to hold once again
2. Tickets have been distributed.
3. We want stubs and funds submitted by May 1 so we can include in the report packet at District Meeting
4. Breakdown of past expenses and net profit
Category
2011 Actual
2010 Actual
$9,495
$10,090
Revenue
($1,750)
($3,000)
Awards
($950)
($1009)
EEJYCS Admin. Fee (ticket printing & mailing paid by EEJYCS)
($1,000)
($1,000)
Area Incentive
$5,795
$5,081
Net Profit
Guest Speakers
D. Mentoring Program – James Walker
1. Named Ernest Everett Just Youth Mentoring Program
2. We want people to come to Omega when they think of mentoring
Page 13 of 81
XII.
A.
B.
C.
XIII.
XIV.
XV.
XVI.
XVII.
XVIII.
XIX.
3. Background
i. Found that our metrics differ from program to program, so this is room for improvement
ii. We have to own our body of work
4. Survey
i. Four geographic regions focused (to start) – SoCal, NorCal, Phoenix and Las Vegas
ii. Average of 9 brothers working in each program
iii. Average of 35 mentees (as few as 20, upwards of 100)
5. Mentoring Team
i. Initial Findings – created and manned 3 sub-committees: Administration, Mission Statement, and Program
6. Sub-Committee Results
i. Created Mission Statement, Value Statement, Social and Behavioral Determinants, and Program Focus Areas
7. Identified 12th District Deliverables and Chapter Deliverables
8. Next Steps
9. Questions
i. Jeffery Williams (Delta Iota Iota) –which chapters did you survey, and do we have to change our program
a. Chapters that have long standing programs, to include Sigma Iota, Tau Tau, Delta Iota Iota.
b. No. Don’t need to change what you’re doing as long as it falls within the tenents of this program. Won’t
have to change name. May have to make slight adjustments if you want funding
c. DR asked is there value to put every program under EE Just? Depends, but it is easier to receive funds if we
can show we have ten programs as opposed to just a general program
ii. Charles Peevy noted there is an expectation and a checklist that needs to be completed as individual programs
come on board;
iii. Frank Boykin (Delta Pi) asked if a chapter does not meet the criteria? They will not be eligible from funds
specific for the program, but may be eligible for general funding
iv. Frank Boykin (Delta Pi) – there is no spirituality noted in the program, are we staying away from this
specifically? Brother Walker noted that we are not addressing a specific religion, but overall spiritual health as
a general item is included
v. Brother Walker noted that each group will have different academics
vi. Brother Spencer noted this is separate from Fraternity, so it will have to have its own insurance
a. Only chapters participating will be covered
Good of the Order
Martin Boston (Sigma Iota) – Have drafted letter regarding outrage over Trayvon Martin murder, but uncertain what
to do next. The community needs to hear our collective voice. Read letter at this point.
1. DR noted he would assist in massaging the letter, then publishing
Brother Shannon asked that brothers speak with others outside the District and ask for their support and vote.
Marcus Delgado (Zeta Upsilon) – can chapters get a copy of the Fraternity 501(c)(7) Status letter?
1. Try your state Secretary of State for copies, but 501 (c)(3) is the tax-exempt status you will need.
Meeting adjourned at 13:36pm PDT, with closing prayer by Brother Dr John Arrington
Meeting Call to Order and Formal Opening– Brother Sedrick Spencer, 30th 12th DR at 8:39AM PST
Welcome by Brother Ronan Hill, SoCal Area Representative
Opening Prayer – Brother Derrick Delaney, District Chaplain
DR acknowledged Brother Kenneth Barnes, International Executive Director
Welcome from Brother Aundrey Page, Lambda Chapter Basileus
Roll Call
Officer
12th District Representative
1st Vice District Representative
2nd Vice District Representative
DKRS
DKF
District Counselor
Immediate Past DR
District Chaplain
District Public Relations Officer
66th District Marshal
67th District Marshal
Name
Sedrick Spencer
Fred Alexander
Aundrey Page
Nicholas Thompson
W. Kelly Shannon
Lawton Connelly
Charles C. Peevy
Derrick Delaney
Robert Woodson
Marlowe Gilmore
Jalani Bakari
Attend
P
P
P
P
P
P
P
P
P
A
A
Chairman
Alaska St Rep
Pacific Northwest Area Rep
Southwest Area Rep
Northern Cal Area Rep
Southern Cal Area Rep
Civic Affairs
History and Archives
Membership
Rules
Social Action
Ways & Means
13 of 22 present at Roll Call
Page 14 of 81
Name
Charles Whittaker
John Johnson
William Smith
Tim Waters
Ronan Hill
Tim Melton III
Darroll Love
Eddie Bickham
James Walker
Shamann Walton
Dennis Martinez
Attend
P
P
A
P
P
P
A
A
P
A
P
Financial Chapters
Alpha Rho
Alpha Theta
Beta Mu Mu
Chi Alpha Alpha (Ux)
Chi Nu (Ux)
Delta Alpha Alpha
Delta Iota Iota
Delta Pi
Epsilon Xi
Eta Alpha Alpha
Iota Iota Iota
Gamma Alpha Alpha
Lambda (U)
#
12
14
17
18
19
Former 12th DR’s
Philmore Graham
Hayves Streeter
Arnold Butler
Edgar Bridges
James Grady
Attend
P (3)
A
P (4)
A
A
A
P (4)
P (1)
P (2)
P (1)
A
P (1)
P (1)
Attend
Financial Chapters
Kappa Xi
Lambda Omicron
Mu Alpha Alpha
Mu Kappa Kappa
Omicron Nu
Phi Beta Beta
Phi Iota
Phi Lambda (U)
Phi Omicron
Pi Rho
Psi Xi
Sigma Iota
#
20
21
22
23/25
24
Former 12th DR’s
Jewett Walker, Jr.
Lewis Sears, Jr.
Raymond Gibson
Carl Blunt
Ricky Lewis
Attend
Financial Chapters
A
Sigma Iota Iota
P (5)
Tau Alpha Alpha
A
Tau Tau
A
Theta Pi
P (1)
Xi Gamma Gamma
P (4)
Xi Mu (U)
P (4)
Xi Nu
A
Zeta Mu (U)
P (4)
Zeta Nu
P (3)
Zeta Rho
A
Zeta Tau
P (5)
Zeta Upsilon
19 of 37 present at Roll Call
Attend
#
26
27
28
Former 12th DR’s
Keith Neal
Lymus Capehart, Jr.
Grieg Boone
Attend
A
A
P (7)
P (2)
P (1)
A
P (2)
A
A
A
P (3)
A (1)
Attend
P
Quorum is present: (Require 1/3) 25 of 36 financial chapters and 13 of 21 Officers and Committee Chairs.
XX.
Officer Reports –1st Vice DR presiding
A. Report of the District Representative – Brother Sedrick Spencer, District Representative
1. Asked that anything related to IHQ, let us allow the Grand Basileus or IED to address
1. Bullet point 5 of Rubric addresses this.
ii. Motion carried unanimously
B. Big Brother/ Big Sister of America – John Ervin III (Delta Iota Iota)
1. List of local BBBS passed out. Please contact the CEO of your local chapter. Many of the mentors to our AfricanAmerican mentors out there are not black but mentoring our children
2. Questions
i. Tim Waters (Sigma Iota) – is there a script available? We need a unified message from the Brotherhood
a. Script is being formulated at this time
ii. Robert Brown (Phi Beta Beat) – several chapters have same contact
iii. Damon Scott (Alpha Rho) recommend chapters collaborate to ensure only one contact fom Omega to BBBS
iv. John Johnson (Delta Pi) noted BBBS is on Form 37 as a reportable activity
XXI.
General Questions
A. 4 year requirement to be sent out (Graduates who did not pledge at a school with an active UG chapter)
XXII. Motion to adjourn Jeff Williams (Delta Iota Iota) and 2nd
A. Motion Carried
XXIII. Meeting adjourned at 13:28pm PDT
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Page 16 of 81
District
Officer
Reports
Page 17 of 81
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Page 18 of 81
Omega Psi Phi Fraternity, Inc.
12th District
30th 12th District Representative
Brother Sedrick Spencer (Epsilon Xi)
7485 Rush River Drive Suite 710 Sacramento, CA 95831
Phone - Cell: 916-201-8317 Home: 916-376-0990
sedmo@sbcglobal.net
You will launch many projects, but have time to finish only a few. So think, plan,
develop, launch and tap good people to be responsible. Give them authority and hold
them accountable. Trying to do too much yourself creates a bottleneck.”
Donald Rumsfeld quotes (American Secretary of Defense)
District Representative Duties:
Per the Fraternity’s Constitution and By Laws, the District Representative is responsible for
disbursement of funds, supervise the various Chapters in the Fraternity within his jurisdiction,
approve candidates for initiation, supervise all initiations (in person or via proxy), require from
each Chapter quarterly reports, call an annual meeting of all Chapters in the District, ensure each
Chapter is visited by him or a designee and that the books and activities of the Chapter are
examined and evaluated, and to suspend any Chapter located in his District or declare any
initiation held in the District void by his own determination
________________________________________________________________________
Brothers it has been an honor to serve as your District Representative for three consecutive
terms. I have worked hard to fulfill my duties and assignments with enthusiasm, dedication,
honesty, consistency, expediency and compassion.
Over the past three years we have accomplished much and I am grateful for your execution of
the District’s goals and programs. I have worked hard, given 110% and demanded the best;
while working with some of the best and brightest Brothers in our Fraternity. Much remains to
be done if we continue to live up to our four cardinal principles.
Below is a recap of my tenure as District Representative:
Operational Re-design:
1. Reorganized Committee Chairs (Accomplished – reduced from 14 to 7)
2. Managed hotel negotiations and set-weekly conference calls for chapters hosting the District
Meetings (2010 – 2012)
3. Requested Area Representatives to complete two area community service projects
4. Re-established the District Representative Council in the 12th District
5. Developed a security team for District Meetings
6. Re-tooled Ernest E. Just Youth and Community Service Inc. mentor program/12th District
Mentor Task Force
7. Held quarterly conference calls with Executive Council, Area Representative and DR
Council
8. Designed Undergraduate Leadership Seminar
9. Managed Northern Cal Undergrad SWAT Team and strategic planning meeting
Activities and Accomplishments
1. Negotiated debt owed to Alaska Hilton ($29,000 owed debt paid $10,500.57)
Page 19 of 81
2. Hosted 2009 Leadership Conference (1188 registered Brothers – Net Income was $20,622)
3. Reactivated 7 chapters (Xi Mu (inactive 2011), Alpha Theta, Iota Iota Iota, Lambda, Tau
Alpha Alpha, Alpha Mu and Epsilon Mu)
4. 2010 Launched accidental death insurance program (Accidental Death and Dismemberment
Insurance)
5. 2010 Project 1911 launched
6. 12th District Raffle sale launched (2009 – 2012)
7. Established Chaplain monthly bible study calls
8. Completed Omega Day at the Capitol (2009 and 2011)
9. Financially Assisted brothers impacted by hurricanes in the 7th District (2011)
10. Established a 12th District Facebook Page (inactive 2011)
11. Negotiated IHQ payment to host AKA 2012 Boulé reception in SF – $2000
12. Moved financial membership from 798 (2009) to 1001 (2011)
13. Grossed estimated $80,000 for the 2011 Gala in Los Angeles (EEJ Inc)
14. 12th District Awarded 2016 Conclave (potential cities Las Vegas, San Diego and San
Francisco)
International Activity
1. Technical Default – Friendship Foundation is still in technical default, but the bank holding
the note has agreed to allow the property to be refinanced with the fraternity guaranteeing the
loan. The property was appraised for $3.9 (million) and Friendship Foundation owes an
estimated ($2.3 million)
2. Continued MSP training will be conducted at the Conclave
3. New insurance policy starts on April 1 (increase in coverage of about $5 million for IHQ /
chapters will still be covered at $1 million/ deductible at $10,000)
4. All vendors must be licensed at District and Chapter events
5. Make sure to monitor alcohol consumption at District and Chapter events
6. Special Event Checklist must not be in the name of the Fraternity
a. ALL CONTRACTS between the chapter and any venue/entity MUST LIST the chapter
as XYZ chapter, an unincorporated chapter of Omega Psi Phi, not just the chapter name
or fraternity name.
7. 19 chapters were placed on financial hold because monies may have been owed to IHQ
($13, 660) All chapters cleared
8. Chapters have been asked to submit delegates for the Conclave ASAP
9. Honorary Membership – the Fraternity is moving forward with a list of men to become
honorary members at the 2012 Conclave
10. Grand Officer candidates 2012
11. The 12th District has 45+ brothers registered for 2012 Conclave
“My therapist told me the way to achieve true
inner peace is to finish what I start. So far
today, I have finished PT, had 2 cups of omega oil and two Popeye’s chicken legs. I feel
better already.”
Page 20 of 81
Omega Psi Phi Fraternity, Inc.
12th District
1st Vice District Representative
Brother Fred Alexander (Alpha Rho)
4238 Ridgemont Court, Oakland, CA 94619
Phone - Cell: 510-508-2677
E-mail: falex90@hotmail.com
1st Vice DR Duties
1. Assist the District Representative;
2. Supervise the work and activities of all standing committees and provide the District
Representative with a periodic report of the progress and work being performed by the
several committees;
a. Community & Civic Affairs - Sub-committees: Achievement Week; Scholarship;
Talent Hunt
b. History & Archives - Sub-committee: Afro-American Life, History and Memorabilia
c. Membership - Sub-committees: Life Membership; Reclamation; Retention; and U/G
Advisor.
d. Rules - Sub-committees: Bylaws and Recommendations; Nominations, Time and Place.
e. Social Action - Sub-committees: Health Initiatives; NAACP Liaison; Political Action;
Social
f. Ways & Means – Sub-committee: Budget
3. Preside over the District Meeting and/or District Council in the absence of the District
Representative or to preside over any meeting upon the request of the District
Representative;
4. Perform such other duties as prescribed by the Bylaws of the Fraternity, and the Bylaws of
the Twelfth District;
5. Make an annual report.
___________________________________________________________________________________________________________________
Annual Summary of Activities since District Meeting 2011
1. April – working with committees to ensure completion of initiatives and reports before
District Meeting
2. March – Presided over the delivery of all 12th District committee reports at Winter Council
Meeting in Portland
3. March - Celebrated Alpha Rho Chapter’s 50th anniversary in Berkeley, CA.
4. March – Representing Omega Psi Phi Fraternity Inc., served as a panelist for the Youth
Development Workshop at the GCCU (Graduates of California Colleges and Universities)
Expo in Los Angeles. The panel focused on improving youth mentoring and steps how
organizations can collaborate more effectively together to address youth issues within our
communities.
5. March – Attended the Southwest Area meeting in Tucson, CA
6. February – Attended the Northern California Area meeting in Vallejo, CA.
7. January – Attended the Southern California Area meeting in Oceanside, CA.
8. December – Participated with Omicron Nu Chapter (Monterey) in their Christmas food
giveaway program with the Salvation Army. Served as a food distributor, as well as a
Spanish interpreter for the large Latino population receiving aid.
9. November - Attended 12th District Northern California Founders’ Banquet. While there,
conducted the installation newly elected chapter officers.
10. October - Attended 12th District Centennial Celebration in Los Angeles.
Page 21 of 81
11. October – Presided over the delivery of all 12th District committee reports at Fall Council
Meeting in Los Angeles.
12. September – Supported the Neophytes at the University of California Berkeley with their
“Bag Lunch Give Away Program for the Homeless” at People’s Park in Berkeley.
13. July - Attended Centennial Conclave in Washington, DC (registered delegate of Alpha Rho).
While at Centennial Conclave, was responsible for managing the co-sponsored 12th District
and 8th District hospitality suite, ensured the hosting of the 12th District’s Talent Hunt
Winner.
14. July – Attended Executive Council Strategy & Planning meeting in Indian Wells in which we
discussed the direction of the District, created a plan to deliver on our commitments and
toured the facilities for the 2012 District Meeting.
15. June – Attended Omega Day at the Capital in Sacramento. Well planned and attended.
16. June – Made contact with every District Basileis to access and capture their chapters’
Centennial support regarding quantifying their number of registered chapter delegates,
buying an ad for souvenir book and/or buying a chapter brick. Good responses and support
overall.
17. May 2011 - Presided over Seattle District Meeting Committee Reports in which all
committee reports were accounted.
18. Participate on weekly District Meeting planning teleconferences where we review the
agenda, budget, logistics, contracts and all other aspects of the upcoming meeting.
19. Regular 12th District Committee Teleconferences to monitor the progress on projects,
initiatives and milestones.
20. Serve as member of the International Fiscal Management Committee
Sub-Committee Highlights
1. AALHA – Focusing on including GB L. Benjamin Livingston biography within history
book. Initiated work orders for demographics and Omega information. Researching past
Oracles for additional information.
2. Retention – Small and large Retention Chapter of the Year have been determined. Winning
chapters will be announced on June 2nd at Founders’ Banquet at District Meeting.
3. Talent Hunt – 13 chapters submitted contestants by the May 1st deadline. The District
Meeting competition will be held on June 2nd from 4-6pm at the District Meeting.
4. Scholarship – as has been the case for the last several years, we will again be awarding both
undergraduate and graduate scholarships this year.
5. Political Action – Voter registration video, Facebook page and twitter account developed to
encourage participation by Brothers and our communities. An ad with particular information
has been placed in the District Meeting souvenir book. Planning for Omega Day at the
Capitol for August.
6. Rules – Committee beginning to review Conclave recommendations on Constitution/Bylaws
Amendments. Once we receive all of the rest of the recommendations, the Rules Chair will
render an opinion and disseminate to the District prior to the Conclave.
Issues and Recommendations:
None
FINAL REPORT AS 12th District First Vice District Representative, including:
 100% committee reporting for all District Council and District Meetings
 Ushered in new committee restructuring
Page 22 of 81





Filled in for the District Representative on several occasions including a Supreme
Council Meeting, Founders Day celebrations and other Fraternity initiatives
Developed Retention survey in which the responses are being leveraged to keep our
membership numbers high
Re-instated Small and Large Chapter of the Year Reclamation Award
Maintained 12th District suite and logistics at the Leadership Conference (2009),
Conclave (2010) and Centennial Celebration (2011)
Helped fulfilled the District’s progressive agenda
THANK YOU COMMITTEE CHAIRS FOR YOUR DEDICATION AND 12TH DISTRICT
BROTHERS FOR YOUR SUPPORT!
Page 23 of 81
Omega Psi Phi Fraternity, Inc.
12th District
2nd Vice District Representative
Brother Aundrey D. Page (Lambda)
1 LMU Dr. #5437 Los Angeles CA 90045
(408) 314-0158
aundreypage@gmail.com
Past Activities
1. International Undergraduate Summit
a. Took place on March 9th and 10th in Atlanta Georgia at the Westin Hotel
b. Approx. 300 Undergraduates from all Districts in attendance
c. 4 Undergraduates from the 12th District attended.
i.
Brothers Aundrey Page and Geary Bledsoe from Lambda Chapter
ii.
Brothers Samuel Agbonkpolo and Samuel Rhone from Phi Lambda Chapter
d. Undergraduate Brothers received training on MSP, Selection, life after college, Chapter finances,
etc.
e. Overall, it was a very successful meeting given the circumstances surrounding its occurrence.
2. Undergraduate MSP
a. Since the District Council Meeting on March 24th, 2012 13 brother have been initiated into the
fraternity
i.
Seven were initiated via Lambda Chapters through 5 college campuses throughout Los
Angeles
ii.
Three were initiated via Alpha Mu at Stanford University
iii.
Three were initiated via Epsilon Mu at UC Berkeley
b. Currently there are 66 financial undergraduates in the district.
Upcoming Activities and/or Deadlines
1. 78th Annual Grand Conclave in Minneapolis, Minnesota
a. Dates: July 5th- July 12th
2. 12th District Undergraduate Luncheon
a. Friday, June 1st, 2012 at 12pm (Miramonte Resort in Indian Wells, CA)
b. We will be celebrating the following:
i.
Neophytes initiated since the last District Meeting
ii.
Graduating Seniors
iii.
Undergraduate Chapters
iv.
Undergraduate Scholars
3. 12th District Marchdown
a. Friday, June 1st, 2012 at 6pm (Miramonte Resort in Indian Wells, CA)
b. Goal: Minimum of 5 teams participating
c. Team registration email: aundreypage@gmail.com to receive registration form
4. 12th District Undergraduate Leadership Forum
a. Saturday, June 2nd, 2012 at 12pm (Miramonte Resort in Indian Wells, CA)
b. Goal: 40 Undergraduates in attendance
c. Purpose: Empower and give tools to undergrads to return to the campuses ready to make an
impact in what is important to them.
Issues and Recommendations
1. Reclamation and Retention
a. Several undergraduate brothers have graduated from college and should be reclaimed by graduate
chapters in their area.
b. Here is a list:
Page 24 of 81
First
Louis
Caleb
Johnathan
Jamon
Kenneth
George
Howard
Gerald
Vincent
Sherwin
Joe
Christopher
Adrian
Bill
Brian
Leon
Patrick
Wendyam
Kenneth
Cameron
Alfred
Aaron
Jamal
Duane
Samuel
Brian
Kenneth
Last
Finner Jr.
Jackson
Harris
Larry
Sparks
Wallace Jr
Cuveston
Ponder
Poteat
Parker
Luckey III
Osuala Jr.
Hamilton
Lewis Jr.
Mays II
Holston Jr.
Majors
Ouedraogo
Easter
Island
Moosa
Bernal
Hasan
Lindsey
Awolope
Chinke
Davis
Initiation Date
March 14, 2009
October 11, 2008
June 13, 2009
June 13, 2009
June 13, 2009
March 28, 2009
May 22, 2009
May 22, 2009
May 22, 2009
February 20, 2009
May 21, 2009
May 21, 2009
February 14, 2009
February 14, 2009
February 14, 2009
February 20, 2009
February 20, 2009
February 20, 2009
March 7, 2009
March 7, 2009
March 7, 2009
December 6, 2008
December 6, 2008
December 6, 2008
June 20, 2009
June 20, 2009
June 20, 2009
Chapter
Beta Mu Mu
Chi Alpha Alpha
Epsilon Xi
Epsilon Xi
Epsilon Xi
Kappa Xi
Kappa Xi
Kappa Xi
Kappa Xi
Phi Beta Beta
Phi Lambda
Phi Lambda
Psi Xi
Psi Xi
Psi Xi
Sigma Eta
Sigma Eta
Sigma Eta
Xi Nu
Xi Nu
Xi Nu
Zeta Mu
Zeta Mu
Zeta Mu
Zeta Mu
Zeta Mu
Zeta Mu
School
University of Utah
Eastern Washington Univ
Sacramento State/Chico State
Sacramento State/Chico State
Sacramento State/Chico State
UNLV
UNLV
UNLV
UNLV
Cal State Long Beach
Cal Poly Pomona
Cal Poly Pomona
UC Santa Barbara
UC Santa Barbara
UC Santa Barbara
UCR/Cal St San Bernardino
UCR/Cal St San Bernardino
UCR/Cal St San Bernardino
San Jose State
San Jose State
San Jose State
Cal State Dominguez Hills
Cal State Dominguez Hills
Cal State Dominguez Hills
Cal State Dominguez Hills
Cal State Dominguez Hills
Cal State Dominguez Hills
2. Expansion of 12th District Undergraduate Chapters
3. Areas that have been identified as possible places for expansion:
a. Oregon, Nevada, Idaho
b. Additionally, many schools in California are under city-wide status where new chapters can and
should be chartered to continue the growth of the district as well as the fraternity.
4. Reactivation of 12th District Undergraduate Chapters
5. Chapters that still need to be reactivated
a. Xi Gamma (San Jose St.), Iota Mu (Sac State), Chi Beta (Long Beach St.), Nu Mu (Univ. of
Pacific), Pi Mu (San Diego St.), Mu Kappa (Cal Poly San Luis Obispo), Zeta Lambda (University
of Washington), Zeta Mu (Cal State University Dominquez Hills), Sigma Eta (UCR).
Page 25 of 81
Omega Psi Phi Fraternity, Inc.
12th District
District Keeper of Records and Seal
Brother Nicholas D. Thompson (Pi Rho)
PO Box 56353 Riverside, Ca 92517
Phone - Cell: 951-536-8828 Fax: 951-742-7181
E-mail: nikolaiqz83@GMAIL.com
1. Chapters - 51 chartered chapters in 12th District
a. 38 active and financial; 13 inactive
i. Re-activated this year - Alpha Mu, Epsilon Mu, with Pi Chi
b. To be financial you must have financial members, and paid both CEF and Insurance
c. IF THE CHAPTER HAS NOT PAID INSURANCE, IT CANNOT HOLD
FUNCTIONS USING THAT CHAPTER’S NAME.
1. Example: No Iota Mu functions – You are Epsilon Xi
th
2. 12 District Membership
a. Fiscal Year 2011-12: 4/30/2012
District – 753
AK
NorCal
PacNW
SoCal
SW
SUM
Chapt
ers
1
11
4
17
6
39
IHQ – 892
Grad
UG
Grad
UG
19
183
43
339
102
686
1
24
7
27
8
67
19
226
62
393
122
822
1
24
6
29
10
70
OLMF
NonFinan
Finan
12
0
36
33
9
17
62
54
30
19
149
123
District
District
Retain
90.9%
68.4%
44.6%
69.1%
70.3%
67.3%
IHQ
Retain
90.9%
79.8%
60.4%
77.0%
78.7%
76.7%
Paying
Reclaim
MSP10
MSP11
MSP12
SUM
Grad
UG’s
Total
527
103
24
21
11
686
3
0
17
27
20
67
530
103
41
48
31
753
b. MSP Growth
FY07-08
FY08-09
FY09-10
FY10-11
FY11-12
MSP08
MSP09
MSP10
MSP11
MSP12
SUM
Yearly MSP
Grad UG’s Total
42
23
65
29
28
57
24
17
41
22
27
49
11
20
31
128
115
Average MSP
Grad UG’s Total
2yr Avg
3yr Avg
4yr Avg
5yr Avg
35.50
31.67
29.25
25.60
25.50
22.67
23.75
23.00
61.00
54.33
53.00
48.60
243
c. Year to year membership growth – 4/30/2012
#
Chapters
Grad
UG
12th District
%
Total
change
Growth
2 yr
3 yr
FY07-08*
35
FY08-09
33
693
72
765
FY09-10*
37
750
73
823
7.6%
FY10-11**
37
820
84
904
9.8%
18.2%
FY11-12*
38
686
73
759
-16.0%
-7.8%
* Conclave Year
** Centennial
Page 26 of 81
-0.8%
FY07-08*
FY08-09
#
Chapters
35
33
FY09-10*
37
FY10-11**
FY11-12*
IHQ
%
change
Growth
2 yr
3 yr
Grad
UG
726
72
Total
776
798
821
73
894
12.0%
15.2%
37
910
89
999
11.7%
25.2%
28.7%
38
824
69
893
-10.6%
-0.1%
11.9%
2.8%
3. Conclave
a. Form 36: Use the Delegate Management System (DMS) on IHQ website. Need CKRS
and Basileus to complete delegate selection ASAP. DKRS and DR then will complete
their parts
b. Form 80’s to IHQ now. Check your databases for brothers who should be eligible for
awards
c. Unless extended, Registration closes June 1. There is no onsite registration
1. $450 Grad/$375 UG
4. Training
a. MSP recertification
i. District Counselor has held several teleconferences to recertify the Brotherhood
b. CKRS Webinar and Conference Call
i. November 2011 – 11 chapters attended
1. Covered Form 990, Omega Chapter, NAACP, Centennial Celebration Items
ii. December 2011 – 21 chapters attended
iii. January 2012 – 15 chapters attended
1. Walk though of Form 37, and how to complete
iv. April 2012 – 14 chapters attended
1. Covered Form 36, IHQ Dues, Form 80, Conclave concerns
c. The most frequently misspelled words in Omega Psi Phi
i. Basileus
1. Plural Basileis, not Basilei
ii. Perseverance, not PerseverEnce
iii. Marshal, like US Marshal, not Marshall
iv. Chaplain, not (Charlie) Chaplin
5. Website
a. Looking for a webmaster. Presently, Darroll Love and DKRS are maintaining
6. DEADLINES to remember
a. 15th of Aug for Qtr 3 covering May/Jun/Jul: Form 37 and 50
7. DKRS Scorecard – 5/15/2012 (member #’s are from 5/1/12)
a. A measure of the administrative submissions of the chapter over the Fraternity Year
b. Following this report is 2nd Quarter 2012
i. There has been steady improvement over the past 4 years.
ii. FY2012: 2 chapters (55%) are at 100%, with only Pi Chi capable of attaining same
iii. Only 2 chapters at 100% for my DKRS tenure – Beta Mu Mu and Delta Pi; with
Gamma Alpha Alpha and Kappa Xi at 99.4% (missed one email check in 3+ years)
c. Average over past 3-1/2 years below
Page 27 of 81
Average score on
DKRS Scorecard
Weighted Score
Total Chapters
Reactivate - Grad
Reactivate - UG
Deactivate - Grad
Deactivate - UG
% Chapters Comply
# chapters at 100%
# chapters above 90%+
Graduate
Undergraduate
3.5 yr
Average
Score
36.3
0.75
1.25
0.5
1.25
86.5%
9
22
89.0%
74.9%
FY11-12
CKRS
Score
100%
38
1
2
0
2
91.6%
14 / 2
25 / 3
92.8%
84.2%
22
28
32
6
FY10-11
CKRS
Score
100%
37
0
1
0
1
89.9%
9
27
93.6%
74.2%
18
30
30
7
FY09-10
CKRS
Score
100%
37
2
2
0
0
83.6%
6
19
86.4%
72.5%
30
7
FY08-09
CKRS Score
100%
33
0
0
2
2
80.8%
6
14
83.3%
68.5%
28
5
8. Paperwork submissions
a. Use the updated forms
b. Please include Chapter name or Committee Name in subject line and in the File name
c. Form 50 – Nov 1, and following elections or change in officers; quarterly, with Form 37
9. OPPF.ORG
a. Please check at least weekly. Also, submit track it ticket requesting password be reset for
ALL chapter e-mails.
b. All Passwords to be reset May 21
c. Eliminated all chapter email accounts except Basileus and CKRS
d. Only kept last 12 months worth of e-mail.
i. IHQ sends the following type of information to this account: Insurance coverage;
MSP information; notification of cards in mail; Conclave, Undergraduate Summit,
and Leadership Conference
10. Suspended/Expelled Personnel
a. Expelled
i. Kenneth Easter (Xi Nu ‘09) – by DR Spencer for MSP violations (May 2012)
ii. Jabari Reynolds (Chi Nu; Omicron Nu ‘92) – by DR Peevy for MSP violations (2007)
iii. Steven Adams (Lambda ‘89) - unknown
b. Suspended
i. Michael A. Okoro (Xi Nu; Xi Gamma ‘01) – by DR Peevy for MSP violations (May
2009)
ii. Gevale Ashford (Pi Rho ’01) – by DR Spencer for MSP violations (Jan 2011)
iii. Wilbur Cobbs, Jr. (Pi Rho; Sigma Eta ‘03) – by DR Spencer for MSP violations (Jan
2011)
iv. Travis Fisher (Pi Rho; Sigma Eta ‘96) – by DR Spencer for MSP violations (Jan
2011)
v. David Williams (Pi Rho ‘97) – by DR Spencer for MSP violations (Jan 2011)
Page 28 of 81
2012 DKRS Scorecard 2nd Quarter
Chapter 5/15/2012
Type
Area
Average FY11-12 FY10-11 FY09-10 FY08-09 FY 11- FY 11Form Qtr2
Email
Qtr2
CKRS
CKRS
CKRS
CKRS
12
12
Form Form
37
Feb
Accessed Feb
S core
S core
S core
S core Insure CEF
50
53
Total MarApr
Total MarApr
Financ CKRS
Active S core
Weighted S core
District Totals
38
37
% Chapters Comply
Alpha Mu
Alpha Rho
Alpha Theta
Beta Mu Mu
Chi Alpha Alpha
Chi Nu
Delta Alpha Alpha
Delta Iota Iota
Delta Pi
Epsilon Mu
Epsilon Xi
Eta Alpha Alpha
Gamma Alpha Alpha
Iota Iota Iota
Kappa Xi
Lambda
Lambda Omicron
Mu Alpha Alpha
Mu Kappa Kappa
Omicron Nu
Phi Beta Beta
Phi Iota
Phi Lambda
Phi Omicron
UG
G
UG
G
G
UG
G
G
G
UG
G
G
G
G
G
UG
G
G
G
G
G
G
UG
G
NorCal
NorCal
SW
SW
PacNW
NorCal
SW
NorCal
PacNW
NorCal
NorCal
SoCal
AK
SW
SW
SoCal
SoCal
SoCal
NorCal
NorCal
SoCal
SW
SoCal
SoCal
Y
Y
Y
Y
N
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
86.1%
100.0%
88.1%
72.7%
100.0%
68.3%
65.0%
76.6%
81.3%
97.5%
100.0%
79.6%
96.9%
99.4%
93.0%
96.9%
88.8%
90.8%
90.6%
74.4%
86.4%
78.6%
90.8%
80.0%
96.9%
100%
100%
100%
100%
20
20
5
5
16
7
6
6
37
38
36
36
91.6% 87.6% 83.6% 80.8% 92.5% 95.0% 90.0% 90.0%
100.0%
NA
NA
NA
20
20
5
5
100.0% 87.5% 95.0% 70.0%
20
20
5
5
60.0% 78.0% 80.0%
NA
20
20
0
0
100.0% 100.0% 100.0% 100.0% 20
20
5
5
79.0% 79.0% 65.0% 50.0%
0
20
5
5
90.0% 70.0% 60.0% 40.0%
20
20
5
5
75.0% 99.0% 60.0% 72.5%
20
20
5
5
85.0% 87.5% 82.5% 70.0%
20
20
5
5
95.0% 95.0% 100.0% 100.0% 20
20
5
5
100.0%
NA
NA
NA
20
20
5
5
90.0% 91.0% 70.0% 67.5%
20
20
5
5
100.0% 97.5% 90.0% 100.0% 20
20
5
5
100.0% 100.0% 100.0% 97.5%
20
20
5
5
90.0% 99.0% 90.0%
NA
20
20
5
5
90.0% 100.0% 100.0% 97.5%
20
20
5
5
80.0% 97.5%
NA
NA
20
20
5
5
90.0% 88.0% 90.0% 95.0%
20
20
5
5
100.0% 95.0% 97.5% 70.0%
20
20
5
5
85.0% 90.0% 62.5% 60.0%
20
20
5
5
100.0% 88.0% 77.5% 80.0%
20
20
5
5
95.0% 77.0% 65.0% 77.5%
20
20
5
5
100.0% 90.5% 75.0% 97.5%
20
20
5
5
80.0% 80.0% 70.0% 90.0%
20
20
5
0
100.0% 95.0% 97.5% 95.0%
20
20
5
5
Page 29 of 81
40
10
28
40
40
20
40
39
30
20
30
40
40
30
40
40
30
30
30
40
40
30
40
40
40
30
40
73.7%
10
10
0
10
10
0
0
10
10
10
0
10
10
10
0
10
10
10
0
10
10
10
10
10
26
57.5%
10.0
10.0
0.0
10.0
10.0
10.0
5.0
5.0
5.0
10.0
10.0
10.0
10.0
10.0
10.0
0.0
0.0
10.0
5.0
10.0
5.0
10.0
5.0
10.0
68.4%
Y
Y
N
Y
Y
Y
N
N
N
Y
Y
Y
Y
Y
Y
N
N
Y
Y
Y
N
Y
N
Y
2012 DKRS Scorecard 2nd Quarter continued
Chapter 5/15/2012
Type
Area
Average FY11-12 FY10-11 FY09-10 FY08-09 FY 11- FY 11Form Qtr2
Email
Qtr2
CKRS
CKRS
CKRS
CKRS
12
12
Form Form
37
Feb
Accessed Feb
S core
S core
S core
S core Insure CEF
50
53
Total MarApr
Total MarApr
Financ CKRS
Active S core
Weighted S core
District Totals
38
37
% Chapters Comply
Pi Chi
Pi Rho
Psi Xi
Sigma Iota
Sigma Iota Iota
Tau Alpha Alpha
Tau Tau
Theta Pi
Xi Gamma Gamma
Xi Nu
Zeta Nu
Zeta Rho
Zeta Tau
Zeta Upsilon
DKRS Scorecard:
LEGEND:
G
G
G
G
G
G
G
G
G
G
G
G
G
G
NorCal
SoCal
SoCal
NorCal
SoCal
SoCal
SoCal
NorCal
SoCal
NorCal
PacNW
SoCal
SoCal
PacNW
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
86.1%
80.0%
97.5%
93.8%
99.4%
73.5%
77.3%
95.0%
90.6%
83.8%
97.5%
66.0%
90.0%
89.9%
87.6%
100%
100%
100%
100%
20
20
5
5
16
7
6
6
37
38
36
36
91.6%
80.0%
100.0%
100.0%
100.0%
70.0%
92.0%
100.0%
90.0%
95.0%
100.0%
79.0%
95.0%
94.0%
100.0%
87.6% 83.6% 80.8% 92.5% 95.0% 90.0% 90.0%
NA
NA
NA
20
20
0
5
100.0% 100.0% 90.0%
20
20
5
5
97.5% 100.0% 77.5%
20
20
5
5
100.0% 97.5% 100.0% 20
20
5
5
81.5% 72.5% 70.0%
20
20
5
5
60.0% 80.0%
NA
20
20
5
5
85.0% 95.0% 100.0% 20
20
5
5
100.0% 85.0% 87.5%
20
20
5
5
80.0% 80.0% 80.0%
20
20
5
5
100.0% 90.0% 100.0% 20
20
5
5
75.0% 60.0% 50.0%
20
20
5
5
97.5% 95.0% 72.5%
20
20
5
5
80.5% 95.0% 90.0%
20
20
5
5
95.5% 90.0% 65.0%
20
20
5
5
Active - Have financial members and paid both CEF and Insurance
Weight
20%
20%
5%
Categories
Insurance Paid
CEF Paid
Form 50 submitted
Weight
5%
40%
10%
Categories
Form 53 submitted
Form 37 submitted quarterly
oppf.org email account accessed
Page 30 of 81
40
10
28
30
40
40
40
20
32
40
30
40
40
29
40
39
40
73.7%
0
10
10
10
0
10
10
0
10
10
0
10
10
10
26
57.5%
5.0
10.0
10.0
10.0
0.0
10.0
10.0
10.0
5.0
10.0
0.0
5.0
5.0
10.0
68.4%
N
Y
Y
Y
N
Y
Y
Y
Y
Y
N
Y
N
Y
Alpha Mu
Alpha Rho
Alpha Theta
Beta Mu Mu
Chi Alpha Alpha
Chi Nu
Delta Alpha Alpha
Delta Iota Iota
Delta Pi
Epsilon Mu
Epsilon Xi
Eta Alpha Alpha
Gamma Alpha Alpha
Iota Iota Iota
Kappa Xi
Lambda
Lambda Omicron
Mu Alpha Alpha
Mu Kappa Kappa
Omicron Nu
Phi Beta Beta
Phi Iota
Phi Lambda
Phi Omicron
Pi Chi
Pi Rho
Psi Xi
Sigma Iota
Sigma Iota Iota
Tau Alpha Alpha
Tau Tau
Theta Pi
Xi Gamma Gamma
Xi Nu
Zeta Nu
Zeta Rho
Zeta Tau
Zeta Upsilon
% Chapters Comply
District Totals
Weighted S core
Chapter 5/15/2012
UG
G
UG
G
G
UG
G
G
G
UG
G
G
G
G
G
UG
G
G
G
G
G
G
UG
G
G
G
G
G
G
G
G
G
G
G
G
G
G
G
38
Type
NorCal
NorCal
SW
SW
PacNW
NorCal
SW
NorCal
PacNW
NorCal
NorCal
SoCal
AK
SW
SW
SoCal
SoCal
SoCal
NorCal
NorCal
SoCal
SW
SoCal
SoCal
NorCal
SoCal
SoCal
NorCal
SoCal
SoCal
SoCal
NorCal
SoCal
NorCal
PacNW
SoCal
SoCal
PacNW
Area
FY12
FY12
Y
Y
Y
Y
N
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
37
0
10
0
10
6
0
7
13
19
0
34
14
19
11
34
1
42
15
6
14
19
40
0
24
5
18
15
48
14
6
118
33
14
31
8
28
14
10
700
Grad
8
0
7
0
2
2
0
2
0
5
2
0
1
0
1
11
0
0
0
1
0
0
12
1
0
2
0
0
0
1
0
1
0
3
1
0
0
4
67
UG
Financ Dist
Dist
Active Member UG's
8
10
7
10
8
2
7
15
19
5
36
14
20
11
35
12
42
15
6
15
19
40
12
25
5
20
15
48
14
7
118
34
14
34
9
28
14
14
767
Page 31 of 81
2
1
22
4
1
2
4
4
2
3
2
3
6
4
19
5
1
1
5
7
2
4
1
2
5
2
114
33
23
78
14
9
134
37
16
38
11
36
13
25
40
15
22
14
45
5
50
26
7
12
18
27
7
29
12
6
9
3
2
10
24
44
903
FY12
Dist District 2011
Total reclaim #'s
NA
66.67%
100.00%
88.89%
100.00%
100.00%
30.00%
58.33%
43.18%
NA
62.50%
80.00%
90.91%
71.43%
66.67%
100.00%
74.00%
53.85%
85.71%
58.33%
77.78%
77.78%
71.43%
72.41%
NA
51.52%
56.52%
66.18%
100.00%
77.78%
70.15%
81.08%
81.25%
84.21%
27.27%
77.78%
84.62%
48.00%
68.88%
District
Retain
0
11
0
12
7
0
8
18
28
0
41
11
19
11
44
1
52
18
5
14
22
49
0
24
4
26
17
59
15
6
135
37
12
38
8
42
15
18
827
Grad
8
0
7
0
2
2
0
2
0
5
2
0
1
0
1
11
0
0
0
1
0
0
12
1
0
2
0
0
0
1
0
1
0
3
1
0
0
4
67
UG
FY12
FY12
IHQ
IHQ
Member UG's
8
11
7
12
9
2
8
20
28
5
43
11
20
11
45
12
52
18
5
15
22
49
12
25
4
28
17
59
15
7
135
38
12
41
9
42
15
22
894
FY12
IHQ
Total
1
1
1
2
2
1
23
4
3
1
4
2
5
1
3
14
3
1
6
6
2
1
0
2
4
2
95
IHQ
Reclaim
NA
75.00%
100.00%
100.00%
125.00%
33.33%
46.15%
76.00%
58.33%
NA
70.21%
73.33%
90.91%
73.33%
73.58%
100.00%
80.33%
62.96%
83.33%
100.00%
78.26%
89.74%
71.43%
75.86%
75.00%
72.73%
65.22%
71.05%
100.00%
75.00%
78.57%
87.18%
70.59%
90.91%
42.86%
97.62%
80.00%
63.33%
76.80%
IHQ
Retain
112
2
2
2
2
0
2
2
2
4
2
4
2
2
2
5
2
6
2
2
2
2
4
2
2
2
3
2
8
2
2
14
3
2
4
2
4
2
3
33
23
86
15
8
140
39
17
44
14
42
15
30
116
1000
1,000
0
12
6
10
4
6
13
25
48
0
47
15
22
15
53
5
61
27
6
12
23
39
7
29
Oct 31,
2012
2011
Conclave
members
Votes
Reclamation and Retention Numbers
Omega Psi Phi Fraternity, Inc.
12th District
District Keeper of Finance
Brother Kelly Shannon (Phi Iota)
P.O. Box 11163, Tempe, AZ 85284
Phone - Cell: 602-295-1006
E-mail: wkellyshannon@gmail.com
Past Activities
1. Closed out FY ’10 - ’11 financials (attached)
2. Prepared FY ’11 - ’12 financials through the end of April for the District Meeting (attached)
3. Converting financials from current Excel format to Quicken
4. Closely managed cash position
5. Wrote off “uncleared” checks over 18 months old
Notes to FY’11 Full Year Financial Statements
1. Finished 2011 with over $97,000 in assets
2. Revenue (11.7% higher than 2010) was strong in almost every category, driven primarily by very
strong membership numbers
3. Reinstatement fees & District Meeting Split contributed significantly to Revenue
4. Spending (4.8% lower than 2010) was under control, despite having some events that caused
unplanned travel by the District Counselor
5. Investment fund, ~$83K, had some volatile months but has posted a modest gain from 2010
6. Other expenses included website design ($750), past DKRS expenses ($893), Undergraduate
congratulations ($300), disbursement for flag sales ($169.82) & 12th District ad design
Notes to FY11 Year-to-Date Financial Statements
1. Revenue is down 9.5% from prior year primarily due to low membership numbers
2. If membership numbers stay at the current rate and Economic Development Income does not
materialize, we could see a ~$5000 operating deficit (without cutting expenses)
3. It is too soon in the year to comment on spending trends since most spending is associated with
the District Meeting. I have provided all Officers & Committee Chairs with spending targets.
4. The bank accounts reflect healthy liquidity
5. The Accounts Receivable reflects $10,000 moved from the Investment account to a high return,
short term investment (will be covered in the Investment Team report).
6. Still need to accrue for the bond
Upcoming Activities and/or Deadlines
1. Transition DKF information to incoming DKF
2. Renew the Bond (3 years)
Issues and Recommendations
1. Continue filing & monitoring the 990s EVERY year (see attachment) for EVERY chapter
Yours in Friendship,
Page 32 of 81
SUMMARY ACTIVITY STATEMENT (As of Oct 31, 2011)
12TH DISTRICT OF OMEGA PSI PHI FRATERNITY, INC.
SUMMARY ACTIVITY STATEMENT
AS OF October 31, 2011
A
B
C
D
E
FY11 YTD
1
2
3
4
5
6
Income Statement Activity
Revenue
Dues
MSP
Other
Total Revenue
Fiscal Year
to Date
F
G
H
FY10 Actual
%
Fiscal Year
to Date
Fiscal Year
to Date
Diff.
$2,688
$550
($2,526)
$712
9.9%
25.6%
-21.2%
1.7%
10/31/2010
$27,235
$2,150
$11,921
$41,306
10/31/2009
$24,888
$2,700
$1,450
$29,038
$2,348
($550)
$10,470
$12,268
9.4%
-20.4%
722.0%
42.2%
$14,817
$10,918
$2,276
$20,301
$48,312
$2,369
($652)
$1,587
($15,861)
($12,556)
16.0%
-6.0%
69.7%
-78.1%
-26.0%
$14,817
$10,918
$2,276
$20,301
$48,312
$15,898
$6,778
$1,781
$17,233
$41,690
($1,080)
$4,140
$494
$3,068
$6,622
-6.8%
61.1%
27.8%
17.8%
15.9%
0.0%
10/31/2011
$29,923
$2,700
$9,395
$42,018
Prior Year
10/31/2010
$27,235
$2,150
$11,921
$41,306
$17,187
$10,266
$3,863
$4,440
$35,756
Diff.
%
7 Program Expenses
8
9
10
11
12
Executive Council
Committees
Leadership Conferences/Conclave
Other
Total Program Expenses
13
Sub-Total Change in Net Assets
$6,262
($7,007)
$13,268
0.0%
($7,007)
($12,652)
$5,646
14
15
Non-Operating Income (1)
Total Change in Net Assets
$1,815
$8,077
$1,593
($5,414)
$222
$13,491
14.0%
0.0%
$1,593
($5,414)
$1,937
($10,715)
($344)
$5,302
16
Balance Sheet Activity
10/31/2011
$12,306
$1,600
$82,892
$310
$97,107
10/31/2010
($873)
$6,352
$81,459
$619
$87,558
17 Assets
18
19
20
21
22
Cash & Cash Equivalents
Accounts Receivable
Investment Fund (2)
Other
Total Assets
Diff.
%
$13,179
($4,752)
$1,433
($310)
$9,549
0.0%
-74.8%
1.8%
-50.0%
10.9%
$194
$4,338
$5,017
$9,549
15.4%
5.9%
40.0%
10.9%
10/31/2010
($873)
$6,352
$81,459
$619
$87,558
Diff.
10/31/2009
$13,426 ($14,299)
$4,171
$2,181
$61,885
$19,575
($0)
$619
$79,481
$8,077
-17.8%
0.0%
%
-106.5%
52.3%
31.6%
0.0%
10.2%
23 Liabilities
24
25
26
27
Current liabilities
Long-term liabilities (3)
Net Assets (4)
Total Liabilities & Net Assets
$1,459
$78,091
$17,558
$97,107
$1,264
$73,754
$12,540
$87,558
$1,264
$73,754
$12,540
$87,558
Notes to FY11 Year end Financial Statements
* Revenue is stronger than prior year in almost every category due to membership
* Spending was 4.8% lower than last year
* The District's assets experienced a healthy gain primarily due to increased revenue & decreased expenses
Calculations:
(1) Non-Operating Income - Investment Fund Realized Gain
(2) Decrease in investment gains
(3) Long term liabilities - prepaid dues, unrealized loses, econ emp fund
(4) Net Assets - Beginning Year Surplus + Current FY Surplus
Page 33 of 81
$5,491
$56,036
$17,954
$79,481
($4,226)
$17,717
($5,414)
$8,077
-77.0%
31.6%
-30.2%
10.2%
BALANCE SHEET (ending Oct 31, 2011)
12TH DISTRICT OF OMEGA PSI PHI FRATERNITY, INC.
BALANCE SHEET
1 ASSETS
2 CASH IN BANK:
3
CHASE GENERAL CHECKING
4
CHASE GENERAL SAVINGS
5
CHASE PREPAID DUES SAVINGS
6
OMEGA PSI PHI FEDERAL CREDIT UNION
7
TOTAL CASH
A
B
FY 10-11
as of
10/31/2011
FY 09-10
as of
10/31/2010
$7,939.09
$1,085.21
$1,265.00
$2,016.46
$12,305.76
8 ACCOUNTS RECEIVABLE:
9
NOTE RECEIVABLE FROM: NATIONAL, INDIV., 501 (c)(3)
10 FEES AND EXPENSES
11
RETURNED CHECKS
12
TOTAL ACCOUNTS RECEIVABLE
C
$ Diff
($3,062.13) $11,001.22
$25.52
$1,059.69
$150.00
$1,115.00
$2,013.44
$3.02
($873.17) $13,178.93
D
E
F
G
VAR
% chg
FY 09-10
as of
10/31/2010
FY 08-09
as of
10/31/2009
FY 07-08
as of
10/31/2008
0.0%
4152.4%
743.3%
0.1%
0.0%
($7,121.60)
$4,084.99
$150.00
$2,013.44
($873.17)
$1,721.38
$5,723.97
$3,970.00
$2,010.43
$13,425.78
$2,065.62
$12,319.80
$4,815.00
$2,010.43
$21,210.85
$1,599.99
$0.00
$1,599.99
$6,352.35
$0.00
$6,352.35
($4,752.36)
$0.00
($4,752.36)
-74.8%
0.0%
-74.8%
$2,369.75
$0.00
$2,369.75
$4,170.86
$0.00
$4,170.86
$4,670.86
$0.00
$4,670.86
13 OTHER ASSETS:
14
12th DISTRICT INVESTMENT FUND - ACCOUNT
15
PREPAID BOND INSURANCE
16
TOTAL OTHER ASSETS
$82,891.85
$309.73
$83,201.58
$81,459.30
$619.46
$82,078.76
$1,432.55
($309.73)
$1,122.82
1.8%
-50.0%
1.4%
$81,459.30
$619.46
$82,078.76
$61,884.56
$0.00
$61,884.56
$43,739.91
$309.67
$44,049.58
17 TOTAL ASSETS
$97,107.33
$87,557.94
$9,549.39
10.9%
$83,575.34
$79,481.20
$69,931.29
$1,458.60
$0.00
$1,064.15
$100.00
$394.45
($100.00)
37.1%
-100.0%
$141.00
$100.00
$3,940.60
$450.00
$1,423.15
$50.00
($100.00)
18 LIABILITIES & DEFERRED INCOME
19 CURRENT LIABILITIES:
20
ACCOUNTS PAYABLES & UNALLOCATED RECEIPTS
21
PREPAID DISTRICT MEETING REGISTRATION U/G
0
22
0
23
PREPAID DISTRICT MEETING REGISTRATION GRAD
TOTAL CURRENT LIABILITIES
$0.00
$100.00
-100.0%
$100.00
$1,100.00
$600.00
$1,458.60
$1,264.15
$194.45
15.4%
$341.00
$5,490.60
$2,073.15
24 DEFERRED INCOME:
25
2006/2007 PREPAID DUES - GRADUATES
0
$0.00
$0.00
$0.00
0.0%
$0.00
$0.00
$0.00
26
27
2006/2007 PREPAID DUES - UNDERGRADUATES
2007/2008 PREPAID DUES - GRADUATES
0
0
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
0.0%
0.0%
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
28
29
2007/2008 PREPAID DUES - UNDERGRADUATES
2008/2009 PREPAID DUES - GRADUATES
0
0
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
0.0%
0.0%
$0.00
$0.00
$0.00
$0.00
$0.00
$2,825.00
30
29
2008/2009 PREPAID DUES - UNDERGRADUATES
2009/2010 PREPAID DUES - GRADUATES
0
0
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
0.0%
0.0%
$0.00
$0.00
$0.00
$2,160.00
$580.00
$1,110.00
30
29
2009/2010 PREPAID DUES - UNDERGRADUATES
2010/2011 PREPAID DUES - GRADUATES
0
0
$0.00
$0.00
$0.00
$1,890.00
$0.00
($1,890.00)
0.0%
-100.0%
$0.00
$1,890.00
$675.00
$1,015.00
$300.00
$0.00
30
2010/2011 PREPAID DUES - UNDERGRADUATES
0
$0.00
$660.00
($660.00)
-100.0%
$660.00
$375.00
$0.00
31
2011/2012 PREPAID DUES - GRADUATES
50
$1,750.00
$840.00
$910.00
108.3%
$840.00
$0.00
$0.00
32
33
2011/2012 PREPAID DUES - UNDERGRADUATES
2012/2013 PREPAID DUES - GRADUATES
45
26
$675.00
$910.00
$255.00
$0.00
$420.00
$910.00
164.7%
0.0%
$255.00
$0.00
$0.00
$0.00
$0.00
$0.00
34
35
2012/2013 PREPAID DUES - UNDERGRADUATES
2013/2014 PREPAID DUES - GRADUATES
28
3
$420.00
$105.00
$0.00
$0.00
$420.00
$105.00
0.0%
0.0%
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
36
37
2013/2014 PREPAID DUES - UNDERGRADUATES
TOTAL DEFERRED DUES
1
$15.00
$3,875.00
$0.00
$3,645.00
$15.00
$230.00
0.0%
6.3%
$0.00
$3,645.00
$0.00
$4,225.00
$0.00
$4,815.00
38
39
40
41
501(c)(3) CONTRIBUTION
12th DISTRICT INVESTMENT FUND
12th DIST. INVEST. FUND-UNREALIZED Gain/(Loss)
TOTAL DEFERRED OTHER INCOME
$0.00
$76,067.50
($1,851.36)
$74,216.14
$0.00
$72,167.50
($2,058.98)
$70,108.52
$0.00
$3,900.00
$207.62
$4,107.62
0.0%
5.4%
0.0%
5.9%
$0.00
$72,167.50
($2,058.98)
$70,108.52
$0.00
$0.00
$61,142.50 $51,235.00
($9,331.02) ($16,861.46)
$51,811.48 $34,373.54
42 TOTAL LIABILITIES & DEFERRED INCOME
$79,549.74
$75,017.67
$4,532.07
6.0%
$74,094.52
$61,527.08
43 SURPLUS
44
OPENING BALANCE @ NOV. 01, '10, '09, '08, '07, '06, '05
45
FISCAL YEAR SURPLUS (DEFICIT)
46 TOTAL SURPLUS
$9,480.82
$8,076.77
$17,557.59
$17,954.12
($8,473.30)
($5,413.85) $13,490.62
$12,540.27
$5,017.32
47 TOTAL LIABILITIES AND SURPLUS
$97,107.33
$87,557.94
Page 34 of 81
$9,549.39
-47.2%
0.0%
40.0%
$17,954.12
($8,473.30)
$9,480.82
10.9%
$83,575.34
$41,261.69
$28,669.60 $25,811.49
($10,715.48)
$2,858.10
$17,954.12 $28,669.59
$79,481.20
$69,931.28
ACCUMULATED SURPLUS OR DEFICIT STATEMENT (FY10-11)
12TH DISTRICT OF OMEGA PSI PHI FRATERNITY, INC.
ACCUMULATED SURPLUS OR DEFICIT STATEMENT
FOR THE PERIOD NOVEMBER 1, 2010 THRU OCTOBER 31, 2011
A
B
C
D
FY11 Budget Compare
FY11 YTD
THRU
10/31/2011
2010/2011 FY11 OVER
APPROVED (UNDER)
BUDGET
BUDGET
E
F
G
H
I
J
FY10
FY09
% Diff FY11
vs
FY10
FY10 YTD
THRU
10/31/2010
FY09 YTD
THRU
10/31/2009
$23,932.50
FY11 vs FY10 Comparison
FY11 %
over/ under
FY11 YTD
THRU
10/31/2011
FY10 YTD
THRU
10/31/2010
FY11
vs
FY10
OPERATING INCOME:
1 GRADUATE DUES
$35
$723.00
2.6%
$28,723.00
$26,170.00
$2,553.00
9.8%
$26,170.00
2 UNDERGRADUATE DUES
$15
$1,200.00
$750.00
$450.00
60.0%
$1,200.00
$1,065.00
$135.00
12.7%
$1,065.00
$955.00
$5
$1,540.00
$1,250.00
$290.00
23.2%
$1,540.00
$1,395.00
$145.00
10.4%
$1,395.00
$1,260.00
4 MSP REBATES / FEES
$50
$2,700.00
$2,500.00
$200.00
8.0%
$2,700.00
$2,150.00
$550.00
25.6%
$2,150.00
$2,700.00
5 REINSTATEMENT FEES
$3
$552.00
$0.00
$552.00
0.0%
$552.00
$450.00
$102.00
22.7%
$450.00
$129.00
$1,953.00
$5.51
$8,117.11
$41,305.62
$602.00
($2.23)
($3,372.71)
$712.06
30.8%
$2,550.76
-40.5%
$5.51
-41.6%
$8,117.11
1.7% $41,903.38
$0.00
$36.26
$25.00
$29,037.76
$5,811.19
$1,195.87
$2,991.56
$77.23
$995.73
$526.88
$301.75
($39.59)
$160.80
($160.80)
$400.00
($235.60)
$0.00
$0.00
$67.24
($67.24)
$1,094.39
($667.32)
$994.35
$7.74
$1,232.20
$871.20
$768.27
$861.10
$0.00
$0.00
$750.00
$1,171.25
$998.38
$1.62
$8,387.14 ($2,424.13)
$250.00
($250.00)
$532.59
($532.59)
$0.00
$0.00
$0.00
$951.06
$0.00
$430.98
$1,051.60
($96.50)
$219.42
($219.42)
$1,203.41
($317.51)
$63.00
($38.25)
$0.00
$0.00
$309.73
$0.00
$0.00
$0.00
$1,905.50
$1,957.50
$0.00
$0.00
$370.39
($370.39)
$15,798.60 ($15,798.60)
$0.00
$0.00
$1,654.93
$609.18
$48,312.17 ($12,556.33)
20.6%
$5,811.19
2.6%
$2,991.56
52.9%
$1,405.23
-13.1%
$301.75
-100.0%
$160.80
-58.9%
$400.00
0.0%
$0.00
-100.0%
$67.24
-61.0%
$1,094.39
0.8%
$994.35
70.7%
$1,232.20
112.1%
$768.27
0.0%
$0.00
156.2%
$750.00
0.2%
$998.38
-28.9%
$8,387.14
-100.0%
$250.00
-100.0%
$532.59
0.0%
$0.00
0.0%
$0.00
0.0%
$0.00
-9.2%
$1,051.60
-100.0%
$219.42
-26.4%
$1,203.41
-60.7%
$63.00
0.0%
$0.00
0.0%
$309.73
0.0%
$0.00
102.7%
$1,905.50
0.0%
$0.00
-100.0%
$370.39
-100.0% $15,798.60
0.0%
$0.00
36.8%
$4,902.64
-26.0% $51,969.38
$8,463.30
$1,107.40
$1,805.34
$0.00
$488.45
$0.00
$130.75
$0.00
$611.07
$911.50
$1,163.90
$1,216.20
$0.00
$1,165.97
$563.03
$3,657.13
$0.00
$344.45
$0.00
$962.33
$245.00
$429.52
$429.85
$761.08
$73.00
$0.00
$309.67
$1,781.46
$0.00
$0.00
$0.00
$2,672.71
$0.00
$12,396.84
$41,689.95
3 LATE FEES
6 DISTRICT MEETING SPLIT
7 INTEREST INCOME FROM SAVINGS
8 ECONOMIC DEVELOPMENT / OTHER INCOME
9 TOTAL OPERATING INCOME
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
OPERATING EXPENSES:
DISTRICT REPRESENTATIVE
1ST VICE DISTRICT REPRESENTATIVE
2ND VICE DISTRICT REPRESENTATIVE
ALASKA STATE REPRESENTATIVE
SOUTHWEST AREA REPRESENTATIVE
NORTHWEST AREA REP.
NORTHERN CALIFORNIA AREA REP.
SOUTHERN CALIFORNIA AREA REP.
KEEPER OF RECORDS AND SEAL
KEEPER OF FINANCE
DISTRICT COUNSELOR
DISTRICT CHAPLAIN
DISTRICT MARSHAL
IMMEDIATE PAST DISTRICT REP
PUBLIC RELATIONS
COMMUNITY & CIVIC AFFAIRS
HISTORY & ARCHIVES
WAYS & MEANS
RULES
MEMBERSHIP
SOCIAL ACTION
U/G NATIONAL MEETINGS
MSP ADMINISTRATION
PRINTING DISTRICT/COUNCIL MEETING BOOKS
BANK CHARGES & OTHER EXPENSES
INVESTMENT TEAM EXPENSES
BONDING
LEADERSHIP CONFERENCE
CONCLAVE EXPENSES
CONCLAVE YOUTH LEADERSHIP CONFERENCE
DISTRICT YOUTH LEADERSHIP CONFERENCE
GRAND BASILEUS CAMPAIGN
PhRMA GRANT DISTRIBUTION
OTHER EXPENSES
TOTAL OPERATING EXPENSES
$28,723.00 $28,000.00
$2,555.00
$0.00
$3.28
$100.00
$4,744.40
$5,000.00
$42,017.68 $37,600.00
$2,555.00
($96.72)
($255.60)
$4,417.68
0.0%
$2,555.00
-96.7%
$3.28
-5.1%
$4,744.40
11.7% $42,017.68
$7,007.06
$7,000.00
$3,068.79
$3,500.00
$1,522.61
$2,000.00
$262.16
$400.00
$0.00
$400.00
$164.40
$400.00
$0.00
$400.00
$0.00
$400.00
$427.07
$1,500.00
$1,002.09
$1,000.00
$2,103.40
$1,000.00
$1,629.37
$1,000.00
$0.00
$150.00
$1,921.25
$1,000.00
$1,000.00
$1,000.00
$5,963.01
$5,700.00
$0.00
$250.00
$0.00
$1,000.00
$0.00
$400.00
$951.06
$1,200.00
$430.98
$400.00
$955.10
$1,000.00
$0.00
$500.00
$885.90
$1,000.00
$24.75
$50.00
$0.00
$0.00
$309.73
$310.00
$0.00
$0.00
$3,863.00
$3,000.00
$0.00
$0.00
$0.00
$1,000.00
$0.00
$0.00
$0.00
$0.00
$2,264.11
$600.00
$35,755.84 $37,560.00
$7.06
($431.21)
($477.39)
($137.84)
($400.00)
($235.60)
($400.00)
($400.00)
($1,072.93)
$2.09
$1,103.40
$629.37
($150.00)
$921.25
$0.00
$263.01
($250.00)
($1,000.00)
($400.00)
($248.94)
$30.98
($44.90)
($500.00)
($114.10)
($25.25)
$0.00
($0.27)
$0.00
$863.00
$0.00
($1,000.00)
$0.00
$0.00
$1,664.11
($1,804.16)
0.1%
$7,007.06
-12.3%
$3,068.79
-23.9%
$1,522.61
-34.5%
$262.16
-100.0%
$0.00
-58.9%
$164.40
-100.0%
$0.00
-100.0%
$0.00
-71.5%
$427.07
0.2%
$1,002.09
110.3%
$2,103.40
62.9%
$1,629.37
-100.0%
$0.00
92.1%
$1,921.25
0.0%
$1,000.00
4.6%
$5,963.01
-100.0%
$0.00
-100.0%
$0.00
-100.0%
$0.00
-20.7%
$951.06
7.7%
$430.98
-4.5%
$955.10
-100.0%
$0.00
-11.4%
$885.90
-50.5%
$24.75
0.0%
$0.00
-0.1%
$309.73
0.0%
$0.00
28.8%
$3,863.00
0.0%
$0.00
-100.0%
$0.00
0.0%
$0.00
0.0%
$0.00
277.4%
$2,264.11
-4.8% $35,755.84
46 NET OPERATING SURPLUS (DEFICIT)
$6,261.84
$40.00
$6,221.84
15554.6%
$6,261.84
($7,006.55) $13,268.39
NON-OPERATING INCOME:
47 INVESTMENT FUND REALIZED GAIN
48 TOTAL NET SURPLUS (DEFICIT)
$1,814.93
$8,076.77
$1,500.00
$1,540.00
$314.93
$6,536.77
21.0%
424.5%
$1,814.93
$8,076.77
$1,592.70
$222.23
($5,413.85) $13,490.62
Committee Mapping:
- Community & Civic Affairs: Achievement Week, Scholarship & Talent Hunt
- History & Archives: Afro-American Life, History and Memorabilia
- Membership: Life Membership, Reclamation, Retention & Undergraduate Advisor
- Public Relations: Information Technology and Public Relations
- Rules: Bylaws and Recommendations, Nominations, Time and Place
- Social Action: Health Initiatives, NAACP Liaison, Political Action and Social Action
- Ways & Means: Budget & Finance, Economic Empowerment Coordinator
Page 35 of 81
0.0% ($10,066.00) ($12,652.19)
14.0%
0.0%
$1,592.70
$1,936.71
($8,473.30) ($10,715.48)
SUMMARY ACTIVITY STATEMENT (as of Apr 30,2012)
12TH DISTRICT OF OMEGA PSI PHI FRATERNITY, INC.
SUMMARY ACTIVITY STATEMENT
AS OF April 30, 2012
A
B
C
D
E
FY12 YTD
1
2
3
4
5
6
7
8
9
10
11
12
Income Statement Activity
Revenue
Dues
MSP
Other
Total Revenue
Program Expenses
Executive Council
Committees
Leadership Conferences/Conclave
Other
Total Program Expenses
Fiscal Year
to Date
4/30/2012
$25,230
$950
$2,287
$28,467
Prior Year
4/30/2011
$27,690
$1,800
$1,971
$31,461
($2,460)
($850)
$316
($2,994)
$3,015
$2,100
$0
$1,546
$6,661
$6,399
$2,377
$1,070
$1,596
$11,442
($3,384)
($276)
($1,070)
($50)
($4,781)
Diff.
F
G
-8.9%
-47.2%
16.0%
-9.5%
Fiscal Year
to Date
10/31/2011
$27,235
$2,150
$11,921
$41,306
Fiscal Year
to Date
10/31/2010
$24,888
$2,700
$1,450
$29,038
$2,348
($550)
$10,470
$12,268
9.4%
-20.4%
722.0%
42.2%
-52.9%
-11.6%
-100.0%
-3.1%
-41.8%
$14,817
$10,918
$2,276
$20,301
$48,312
$15,898
$6,778
$1,781
$17,233
$41,690
($1,080)
$4,140
$494
$3,068
$6,622
-6.8%
61.1%
27.8%
17.8%
15.9%
0.0%
%
Diff.
13
Sub-Total Change in Net Assets
$21,806
$20,020
$1,786
8.9%
($7,007)
($12,652)
$5,646
14
Non-Operating Income (1)
Total Change in Net Assets
$1,807
$23,613
$1,114
$21,134
$693
$2,479
62.2%
11.7%
$1,593
($5,414)
$1,937
($10,715)
($344)
$5,302
Diff.
%
4/30/2012
$25,105
$20,061
$82,818
$310
$128,294
4/30/2011
$18,902
$6,369
$88,954
$310
$114,534
$6,203
$13,692
($6,135)
$0
$13,760
32.8%
215.0%
-6.9%
0.0%
12.0%
$3,002
$82,455
$42,836
$128,294
$1,436
$82,483
$30,615
$114,534
$1,566
($28)
$12,222
$13,760
109.1%
0.0%
39.9%
12.0%
15
16
17
18
19
20
21
22
Balance Sheet Activity
Assets
Cash & Cash Equivalents
Accounts Receivable
Investment Fund (2)
Other
Total Assets
Liabilities
Current liabilities
25
Long-term liabilities (3)
26
Net Assets (4)
27
Total Liabilities & Net Assets
H
FY11 Actual
Diff.
10/31/2011 10/31/2010
($873)
$13,426 ($14,299)
$6,352
$4,171
$2,181
$81,459
$61,885 $19,575
$619
($0)
$619
$87,558
$79,481
$8,077
%
-17.8%
0.0%
%
-106.5%
52.3%
31.6%
0.0%
10.2%
23
24
$1,264
$73,754
$12,540
$87,558
$5,491
$56,036
$17,954
$79,481
($4,226)
$17,717
($5,414)
$8,077
Notes to FY12 Year-To-Date Financial Statements
* Revenue is down from prior year due to membership
* Spending is still too early to predict since District Meeting expenses have not yet been paid
* The District's assets experienced a healthy gain due to increased revenue & decreased expenses and an increase in the investment fund
Calculations:
(1) Non-Operating Income - Investment Fund Realized Gain
(2) Decrease in investment gains
(3) Long term liabilities - prepaid dues, unrealized loses, econ emp fund
(4) Net Assets - Beginning Year Surplus + Current FY Surplus
Page 36 of 81
-77.0%
31.6%
-30.2%
10.2%
SUMMARY ACTIVITY STATEMENT (As of Apr 30, 2012)
12TH DISTRICT OF OMEGA PSI PHI FRATERNITY, INC.
SUMMARY ACTIVITY STATEMENT
AS OF April 30, 2012
A
B
C
D
E
FY12 YTD
1
2
3
4
5
6
7
8
9
10
11
12
Income Statement Activity
Revenue
Dues
MSP
Other
Total Revenue
Program Expenses
Executive Council
Committees
Leadership Conferences/Conclave
Other
Total Program Expenses
Fiscal Year
to Date
4/30/2012
$25,230
$950
$2,287
$28,467
Prior Year
4/30/2011
$27,690
$1,800
$1,971
$31,461
($2,460)
($850)
$316
($2,994)
$3,015
$2,100
$0
$1,546
$6,661
$6,399
$2,377
$1,070
$1,596
$11,442
($3,384)
($276)
($1,070)
($50)
($4,781)
Diff.
F
G
-8.9%
-47.2%
16.0%
-9.5%
Fiscal Year
to Date
10/31/2011
$27,235
$2,150
$11,921
$41,306
Fiscal Year
to Date
10/31/2010
$24,888
$2,700
$1,450
$29,038
$2,348
($550)
$10,470
$12,268
9.4%
-20.4%
722.0%
42.2%
-52.9%
-11.6%
-100.0%
-3.1%
-41.8%
$14,817
$10,918
$2,276
$20,301
$48,312
$15,898
$6,778
$1,781
$17,233
$41,690
($1,080)
$4,140
$494
$3,068
$6,622
-6.8%
61.1%
27.8%
17.8%
15.9%
0.0%
%
Diff.
13
Sub-Total Change in Net Assets
$21,806
$20,020
$1,786
8.9%
($7,007)
($12,652)
$5,646
14
Non-Operating Income (1)
Total Change in Net Assets
$1,807
$23,613
$1,114
$21,134
$693
$2,479
62.2%
11.7%
$1,593
($5,414)
$1,937
($10,715)
($344)
$5,302
Diff.
%
4/30/2012
$25,105
$20,061
$82,818
$310
$128,294
4/30/2011
$18,902
$6,369
$88,954
$310
$114,534
$6,203
$13,692
($6,135)
$0
$13,760
32.8%
215.0%
-6.9%
0.0%
12.0%
$3,002
$82,455
$42,836
$128,294
$1,436
$82,483
$30,615
$114,534
$1,566
($28)
$12,222
$13,760
109.1%
0.0%
39.9%
12.0%
15
16
17
18
19
20
21
22
Balance Sheet Activity
Assets
Cash & Cash Equivalents
Accounts Receivable
Investment Fund (2)
Other
Total Assets
Liabilities
Current liabilities
25
Long-term liabilities (3)
26
Net Assets (4)
27
Total Liabilities & Net Assets
H
FY11 Actual
Diff.
10/31/2011 10/31/2010
($873)
$13,426 ($14,299)
$6,352
$4,171
$2,181
$81,459
$61,885 $19,575
$619
($0)
$619
$87,558
$79,481
$8,077
%
-17.8%
0.0%
%
-106.5%
52.3%
31.6%
0.0%
10.2%
23
24
$1,264
$73,754
$12,540
$87,558
$5,491
$56,036
$17,954
$79,481
($4,226)
$17,717
($5,414)
$8,077
Notes to FY12 Year-To-Date Financial Statements
* Revenue is down from prior year due to membership
* Spending is still too early to predict since District Meeting expenses have not yet been paid
* The District's assets experienced a healthy gain due to increased revenue & decreased expenses and an increase in the investment fund
Calculations:
(1) Non-Operating Income - Investment Fund Realized Gain
(2) Decrease in investment gains
(3) Long term liabilities - prepaid dues, unrealized loses, econ emp fund
(4) Net Assets - Beginning Year Surplus + Current FY Surplus
Page 37 of 81
-77.0%
31.6%
-30.2%
10.2%
BALANCE SHEET (ending 4/30/2012)
12TH DISTRICT OF OMEGA PSI PHI FRATERNITY, INC.
BALANCE SHEET
A
B
FY 11-12
as of
4/30/2012
FY 10-11
as of
4/30/2011
C
1 ASSETS
2 CASH IN BANK:
3
CHASE GENERAL CHECKING
4
CHASE GENERAL SAVINGS
5
CHASE PREPAID DUES SAVINGS
6
OMEGA PSI PHI FEDERAL CREDIT UNION
7
TOTAL CASH
$16,483.37
$4,085.21
$2,520.00
$2,016.46
$25,105.04
$11,535.35
$4,085.03
$1,265.00
$2,016.46
$18,901.84
$4,948.02
$0.18
$1,255.00
$0.00
$6,203.20
8 ACCOUNTS RECEIVABLE:
9
NOTE RECEIVABLE FROM: NATIONAL, INDIV., 501 (c)(3)
10 FEES AND EXPENSES
11
RETURNED CHECKS
12
TOTAL ACCOUNTS RECEIVABLE
$20,060.79
$0.00
$20,060.79
$6,208.99
$160.00
$6,368.99
13 OTHER ASSETS:
14
12th DISTRICT INVESTMENT FUND - ACCOUNT
15
PREPAID BOND INSURANCE
16
TOTAL OTHER ASSETS
$82,818.39
$309.73
$83,128.12
$88,953.64
$309.73
$89,263.37
$128,293.95
$ Diff
D
E
F
VAR
% chg
FY 10-11
as of
10/31/2011
FY 09-10
as of
10/31/2010
42.9%
0.0%
99.2%
0.0%
32.8%
$7,939.09
$1,085.21
$1,265.00
$2,016.46
$12,305.76
($7,121.60)
$4,084.99
$150.00
$2,013.44
($873.17)
$13,851.80
($160.00)
$13,691.80
223.1%
-100.0%
215.0%
$1,599.99
$0.00
$1,599.99
$2,369.75
$0.00
$2,369.75
($6,135.25)
$0.00
($6,135.25)
-6.9%
0.0%
-6.9%
$82,891.85
$309.73
$83,201.58
$81,459.30
$619.46
$82,078.76
$114,534.20
$13,759.75
12.0%
$97,107.33
$83,575.34
$1,902.25
$400.00
$1,436.00
$0.00
$466.25
$400.00
32.5%
0.0%
$1,458.60
$0.00
$141.00
$100.00
7
$700.00
$3,002.25
$0.00
$1,436.00
$700.00
$1,566.25
0.0%
109.1%
$0.00
$1,458.60
$100.00
$341.00
24 DEFERRED INCOME:
25
2006/2007 PREPAID DUES - GRADUATES
0
$0.00
$0.00
$0.00
0.0%
$0.00
$0.00
26
27
2006/2007 PREPAID DUES - UNDERGRADUATES
2007/2008 PREPAID DUES - GRADUATES
0
0
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
0.0%
0.0%
$0.00
$0.00
$0.00
$0.00
28
29
2007/2008 PREPAID DUES - UNDERGRADUATES
2008/2009 PREPAID DUES - GRADUATES
0
0
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
0.0%
0.0%
$0.00
$0.00
$0.00
$0.00
30
29
2008/2009 PREPAID DUES - UNDERGRADUATES
2009/2010 PREPAID DUES - GRADUATES
0
0
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
0.0%
0.0%
$0.00
$0.00
$0.00
$0.00
30
29
2009/2010 PREPAID DUES - UNDERGRADUATES
2010/2011 PREPAID DUES - GRADUATES
0
0
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
0.0%
0.0%
$0.00
$0.00
$0.00
$1,890.00
30
31
2010/2011 PREPAID DUES - UNDERGRADUATES
2011/2012 PREPAID DUES - GRADUATES
0
0
$0.00
$0.00
$0.00
$1,435.00
$0.00
($1,435.00)
0.0%
-100.0%
$0.00
$1,750.00
$660.00
$840.00
32
33
2011/2012 PREPAID DUES - UNDERGRADUATES
2012/2013 PREPAID DUES - GRADUATES
0
34
$0.00
$1,190.00
$540.00
$595.00
($540.00)
$595.00
-100.0%
100.0%
$675.00
$910.00
$255.00
$0.00
34
35
2012/2013 PREPAID DUES - UNDERGRADUATES
2013/2014 PREPAID DUES - GRADUATES
45
11
$675.00
$385.00
$285.00
$0.00
$390.00
$385.00
136.8%
0.0%
$420.00
$105.00
$0.00
$0.00
36
37
2013/2014 PREPAID DUES - UNDERGRADUATES
TOTAL DEFERRED DUES
18
$270.00
$2,520.00
$0.00
$2,855.00
$270.00
($335.00)
0.0%
-11.7%
$15.00
$3,875.00
$0.00
$3,645.00
38
39
40
41
501(c)(3) CONTRIBUTION
12th DISTRICT INVESTMENT FUND
12th DIST. INVEST. FUND-UNREALIZED Gain/(Loss)
TOTAL DEFERRED OTHER INCOME
$0.00
$77,567.50
$2,367.91
$79,935.41
$0.00
$74,717.50
$4,910.92
$79,628.42
$0.00
$2,850.00
($2,543.01)
$306.99
0.0%
3.8%
-51.8%
0.4%
$0.00
$76,067.50
($1,851.36)
$74,216.14
$0.00
$72,167.50
($2,058.98)
$70,108.52
42 TOTAL LIABILITIES & DEFERRED INCOME
$85,457.66
$83,919.42
$1,538.24
1.8%
$79,549.74
$74,094.52
43 SURPLUS
44
OPENING BALANCE @ NOV. 01, '10, '09, '08, '07, '06, '05
45
FISCAL YEAR SURPLUS (DEFICIT)
46 TOTAL SURPLUS
$19,223.04
$23,613.25
$42,836.29
$9,480.82
$21,133.96
$30,614.78
$9,742.22
$2,479.29
$12,221.51
102.8%
11.7%
39.9%
$9,480.82
$8,076.77
$17,557.59
$17,954.12
($8,473.30)
$9,480.82
$128,293.95
$114,534.20
$13,759.75
12.0%
$97,107.33
$83,575.34
17 TOTAL ASSETS
18 LIABILITIES & DEFERRED INCOME
19 CURRENT LIABILITIES:
20
ACCOUNTS PAYABLES & UNALLOCATED RECEIPTS
21
PREPAID DISTRICT MEETING REGISTRATION U/G
22
23
PREPAID DISTRICT MEETING REGISTRATION GRAD
TOTAL CURRENT LIABILITIES
47 TOTAL LIABILITIES AND SURPLUS
8
Page 38 of 81
ACCUMULATED SURPLUS OR DEFICIT STATEMENT (FY11-12)
12TH DISTRICT OF OMEGA PSI PHI FRATERNITY, INC.
ACCUMULATED SURPLUS OR DEFICIT STATEMENT
FOR THE PERIOD NOVEMBER 1, 2011 THRU OCTOBER 31, 2012
A
B
C
D
FY12 Budget Compare
FY12 YTD
THRU
4/30/2012
2011/2012 FY12 OVER
APPROVED (UNDER)
BUDGET
BUDGET
E
F
G
H
I
FY12 vs FY11 Comparison
FY12 %
over/ under
FY11
% Diff FY11 FY11 YTD
vs
THRU
FY10
10/31/2011
FY10
FY12 YTD
THRU
4/30/2012
FY10 YTD
THRU
4/30/2011
FY11
vs
FY10
FY10 YTD
THRU
10/31/2010
-6.4%
$24,255.00
$26,670.00
($2,415.00)
-9.1%
$28,723.00
$26,170.00
8.3%
$975.00
$1,020.00
($45.00)
-4.4%
$1,200.00
$1,065.00
OPERATING INCOME:
1 GRADUATE DUES
$35
2 UNDERGRADUATE DUES
$15
$975.00
$900.00
$5
$915.00
$1,250.00
($335.00)
-26.8%
$915.00
$1,235.00
($320.00)
-25.9%
$1,540.00
$1,395.00
4 MSP REBATES / FEES
$50
$950.00
$2,500.00
($1,550.00)
-62.0%
$950.00
$1,800.00
($850.00)
-47.2%
$2,700.00
$2,150.00
5 REINSTATEMENT FEES
$3
$372.00
$150.00
148.0%
$372.00
$453.00
($81.00)
-17.9%
$552.00
$450.00
0.0%
$0.00
-100.0%
$0.00
-88.2%
$1,000.00
-27.4% $28,467.00
$0.00
$3.07
$280.00
$31,461.07
$0.00
($3.07)
$720.00
($2,994.07)
0.0%
$2,555.00
-100.0%
$3.28
257.1%
$4,744.40
-9.5% $42,017.68
$2,550.76
$5.51
$8,117.11
$41,903.38
-83.2%
-72.7%
-100.0%
-100.0%
-100.0%
-100.0%
-100.0%
-24.2%
-100.0%
-98.7%
-57.5%
-93.9%
-100.0%
-24.6%
-54.7%
-89.2%
-100.0%
-65.1%
-100.0%
-100.0%
-100.0%
-54.4%
-100.0%
-68.7%
-44.8%
0.0%
-100.0%
0.0%
-100.0%
-100.0%
-100.0%
0.0%
0.0%
25.0%
-83.0%
$1,172.96
$954.05
$0.00
$0.00
$0.00
$0.00
$0.00
$303.30
$0.00
$12.77
$510.50
$61.20
$0.00
$754.36
$452.88
$683.30
$0.00
$209.60
$0.00
$0.00
$0.00
$455.70
$0.00
$312.80
$27.60
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$750.00
$6,661.02
$2,058.13
$864.45
$861.58
$0.00
$0.00
$0.00
$0.00
$0.00
$16.89
$754.80
$1,181.50
$661.80
$0.00
$1,146.54
$499.10
$300.00
$0.00
$0.00
$0.00
$0.00
$430.98
$388.31
$0.00
$243.68
$36.75
$0.00
$309.73
$0.00
$1,070.00
$0.00
$0.00
$0.00
$0.00
$617.31
$11,441.55
($885.17)
$89.60
($861.58)
$0.00
$0.00
$0.00
$0.00
$303.30
($16.89)
($742.03)
($671.00)
($600.60)
$0.00
($392.18)
($46.22)
$383.30
$0.00
$209.60
$0.00
$0.00
($430.98)
$67.39
$0.00
$69.12
($9.15)
$0.00
($309.73)
$0.00
($1,070.00)
$0.00
$0.00
$0.00
$0.00
$132.69
($4,780.53)
-43.0%
$7,007.06
10.4%
$3,068.79
-100.0%
$1,522.61
0.0%
$262.16
0.0%
$0.00
0.0%
$164.40
0.0%
$0.00
0.0%
$0.00
-100.0%
$427.07
-98.3%
$1,002.09
-56.8%
$2,103.40
-90.8%
$1,629.37
0.0%
$0.00
-34.2%
$1,921.25
-9.3%
$1,000.00
127.8%
$5,963.01
0.0%
$0.00
0.0%
$0.00
0.0%
$0.00
0.0%
$951.06
-100.0%
$430.98
17.4%
$955.10
0.0%
$0.00
28.4%
$885.90
-24.9%
$24.75
0.0%
$0.00
-100.0%
$309.73
0.0%
$0.00
-100.0%
$3,863.00
0.0%
$0.00
0.0%
$0.00
0.0%
$0.00
0.0%
$0.00
21.5%
$2,264.11
-41.8% $35,755.84
$5,811.19
$2,991.56
$1,405.23
$301.75
$160.80
$400.00
$0.00
$67.24
$1,094.39
$994.35
$1,232.20
$768.27
$0.00
$750.00
$998.38
$8,387.14
$250.00
$532.59
$0.00
$0.00
$0.00
$1,051.60
$219.42
$1,203.41
$63.00
$0.00
$309.73
$0.00
$1,905.50
$0.00
$370.39
$15,798.60
$0.00
$4,902.64
$51,969.38
$21,740.98
33447.7% $21,805.98
$20,019.52
$1,786.46
8.9%
($192.73)
$21,548.25
-9.6%
$1,807.27
1043.5% $23,613.25
$1,114.44
$21,133.96
$692.83
$2,479.29
62.2%
11.7%
3 LATE FEES
6 DISTRICT MEETING SPLIT
7 INTEREST INCOME FROM SAVINGS
8 ECONOMIC DEVELOPMENT / OTHER INCOME
9 TOTAL OPERATING INCOME
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
OPERATING EXPENSES:
DISTRICT REPRESENTATIVE
1ST VICE DISTRICT REPRESENTATIVE
2ND VICE DISTRICT REPRESENTATIVE
ALASKA STATE REPRESENTATIVE
SOUTHWEST AREA REPRESENTATIVE
NORTHWEST AREA REP.
NORTHERN CALIFORNIA AREA REP.
SOUTHERN CALIFORNIA AREA REP.
KEEPER OF RECORDS AND SEAL
KEEPER OF FINANCE
DISTRICT COUNSELOR
DISTRICT CHAPLAIN
DISTRICT MARSHAL
IMMEDIATE PAST DISTRICT REP
PUBLIC RELATIONS
COMMUNITY & CIVIC AFFAIRS
HISTORY & ARCHIVES
WAYS & MEANS
RULES
MEMBERSHIP
SOCIAL ACTION
U/G NATIONAL MEETINGS
MSP ADMINISTRATION
PRINTING DISTRICT/COUNCIL MEETING BOOKS
BANK CHARGES & OTHER EXPENSES
INVESTMENT TEAM EXPENSES
BONDING
LEADERSHIP CONFERENCE
CONCLAVE EXPENSES
CONCLAVE YOUTH LEADERSHIP CONFERENCE
DISTRICT YOUTH LEADERSHIP CONFERENCE
GRAND BASILEUS CAMPAIGN
PhRMA GRANT DISTRIBUTION
OTHER EXPENSES
TOTAL OPERATING EXPENSES
$24,255.00 $25,900.00
($1,645.00)
$75.00
$222.00
$0.00
$0.00
$0.00
$0.00
$25.00
($25.00)
$1,000.00
$8,500.00
($7,500.00)
$28,467.00 $39,225.00 ($10,758.00)
$1,172.96
$7,000.00
($5,827.04)
$954.05
$3,500.00
($2,545.95)
$0.00
$2,000.00
($2,000.00)
$0.00
$400.00
($400.00)
$0.00
$400.00
($400.00)
$0.00
$400.00
($400.00)
$0.00
$400.00
($400.00)
$303.30
$400.00
($96.70)
$0.00
$1,500.00
($1,500.00)
$12.77
$1,000.00
($987.23)
$510.50
$1,200.00
($689.50)
$61.20
$1,000.00
($938.80)
$0.00
$150.00
($150.00)
$754.36
$1,000.00
($245.64)
$452.88
$1,000.00
($547.12)
$683.30
$6,300.00
($5,616.70)
$0.00
$250.00
($250.00)
$209.60
$600.00
($390.40)
$0.00
$400.00
($400.00)
$0.00
$1,400.00
($1,400.00)
$0.00
$400.00
($400.00)
$455.70
$1,000.00
($544.30)
$0.00
$500.00
($500.00)
$312.80
$1,000.00
($687.20)
$27.60
$50.00
($22.40)
$0.00
$0.00
$0.00
$0.00
$310.00
($310.00)
$0.00
$0.00
$0.00
$0.00
$3,000.00
($3,000.00)
$0.00
$1,000.00
($1,000.00)
$0.00
$1,000.00
($1,000.00)
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$750.00
$600.00
$150.00
$6,661.02 $39,160.00 ($32,498.98)
46 NET OPERATING SURPLUS (DEFICIT)
$21,805.98
$65.00
NON-OPERATING INCOME:
47 INVESTMENT FUND REALIZED GAIN
48 TOTAL NET SURPLUS (DEFICIT)
$1,807.27
$23,613.25
$2,000.00
$2,065.00
Committee Mapping:
- Community & Civic Affairs: Achievement Week, Scholarship & Talent Hunt
- History & Archives: Afro-American Life, History and Memorabilia
- Membership: Life Membership, Reclamation, Retention & Undergraduate Advisor
- Public Relations: Information Technology and Public Relations
- Rules: Bylaws and Recommendations, Nominations, Time and Place
- Social Action: Health Initiatives, NAACP Liaison, Political Action and Social Action
- Ways & Means: Budget & Finance, Economic Empowerment Coordinator
Page 39 of 81
$6,261.84 ($10,066.00)
$1,814.93
$8,076.77
$1,592.70
($8,473.30)
Omega Psi Phi Fraternity, Inc
Tax Exemption Status – Maintenance Procedures (October 2011)
In order to maintain your chapter, state, or district with its exemption status you must do the
following:
A. Chapters that are in good standing with the IRS (i.e. the chapter is on the Fraternity’s Group
Exemption List and Filed the appropriate 990 tax return by March 15, 2011) must do the
following:
Every year file the appropriate 990 tax return by March 15th of each year for the preceding fiscal
year. For example: the tax return for fiscal year November 1, 2010 through October 31, 2011
must be filed by March 15, 2012.
B. Chapters that are NOT in good standing with the IRS (i.e. the chapter has lost its Exemption
Status and are now subject to federal taxation)
I.
Averaged annual receipts of $25,000 or less for the fiscal year ending October 31,
2010, 2009 and 2008): You must do the following:
1. File the appropriate tax return for the three fiscal years above
2. File IRS Form 1024 “Application for Recognition of Exemption”
3. File IRS Form 8718 “User Fee for Exemption Organizations Determination Letter
Request”. Write “Notice 2011-43” on the Form 8718.
4. Make a copy of page 4 of IRS Notice 2011-43 and send with Form 8718
5. Make a one-time payment of $100 User Fee to the United States Treasurer
6. Items 1 through 5 above must be post marked and submitted to the IRS by December
31, 2012 according to the IRS (Fraternity prefers it be done by February 29, 2012)
II.
1.
2.
3.
4.
5.
6.
Averaged annual receipts in excess of $25,000 for the fiscal year ending October 31,
2010, 2009 and 2008): You must do the following:
File the appropriate tax return for the three fiscal years above
File IRS Form 1024 “Application for Recognition of Exemption”
File IRS Form 8718 “User Fee for Exemption Organizations Determination Letter
Request”. Write “Automatically Revoked” on the Form 8718.
Provide a statement of just cause of why your chapter failed to timely file the
appropriate 990 tax return and what systems you will put in place to assure you will file
timely in the future.
Make a one-time payment of $850 User Fee to the United States Treasurer
Items 1 through 5 above must be post marked and submitted to the IRS by December
31, 2012 according to the IRS (Fraternity prefers it be done by February 29, 2012)
Prepared by Horace W. Chase, Grand Keeper of Finance on October 14, 2011
Page 40 of 81
Omega Psi Phi Fraternity, Inc.
12th District
District Counselor
Brother Lawton Connelly, Esq. (Phi Iota)
23739 N. High Dunes Rd. Florence, AZ 85232
Phone – Cell: 602-790-5999 Fax:
Email: lawtonjr@hotmail.com
Brothers,
As has been symbolic during my tenure as District Counselor, I am again able to
announce that there are no pending lawsuits within the 12th District. Below are the items I have
been involved with since the last Fall Council Meeting:
1. Update on San Jose State University investigation – As stated at the Winter Council
Meeting, on January 27, 2012, per the District Representative, a formal investigation began
regarding illicit MSP activity. The investigation was completed. However, in late March
2012, the DR got wind of an illicit and unauthorized initiation of two undergraduate students
(Chandler Jones and Keith Smith) at San Jose State University who were the same two that
were involved in the January 2012 investigation. The allegation was corroborated by multiple
sources, including a brother initiated through Xi Gamma chapter. As a result, one brother has
been expelled (Kenneth Easter), and two other brothers are on probation (Keenan Brown and
Therren Wilburn). Chandler Jones and Keith Smith have been permanently banned from
seeking membership into the Omega Psi Phi Fraternity, Inc.
2. MSP Certification and Re-certification program– Bro. DR Sedrick Spencer put me in
charge of the District’s MSP Certification and Re-certification program. Per the Grand
Counselor Chris Cooper, in light of a litigation result involving another NPHC fraternity, he
opined that Omega must have a MSP re-certification program. He designated this authority to
the district representatives. These have been accomplished through MSP teleconferences
lasting between 20-45 minutes in length (typically on Tuesday nights) at 8:30 California
time. The area representatives will also be doing MSP Certifications and re-certifications at
area meetings. For brothers that have participated in the teleconferences but have not gotten
me their certification forms, please do so as soon as possible. I have furnished the DKRS a
list of brothers who have completed the certification/re-certification process through me
AND who have sent me their certification form. A digital signature (i.e., “/s/ Bro.
Thoroughly Immersed”) is acceptable. Most importantly, if you have never done so, then you
must take the online MSP examination and get a score of at least 70%. Email me your
Certificate of Excellence to lawtonjr@hotmail.com. Attached is a list from IHQ of brothers
who completed the online MSP Examination.
3. Special Event Checklist – For chapter meetings/retreats, and for any event in which
members from the public will be present, there must be a special event checklist completed.
To streamline the process, after the meeting, turn in the chapter meeting information sheet
regarding your respective chapter meetings and events already calendared from now through
October 31, 2012. If checklists are not turned into IHQ 30 or more days prior to the event,
then you must submit a $50 late fee payment to IHQ. Checklists will be rejected if the event
is 10 days or less away. In that case, go to privateinsurance.com to obtain a private insurance
Page 41 of 81
policy. Also, when signing contracts, state “XXX chapter, an unincorporated chapter of
Omega Psi Phi Fraternity, Inc.” Lastly, undergrad chapters must co-host event with a
graduate chapter if alcohol is being served/sold at the event.
4. Get Right Program – The “get right” program is where we get, as past Bro. DR Charles
Peevy would say, ‘brothers’ without control numbers legitimate. Another term is “renegade”
brother. Bro. DR Sedrick Spencer has turned this program over to me. I encourage you to let
others know about this program. If you know of anyone who falls in the category, have that
person contact me as soon as possible.
Humbly serving Omega,
Page 42 of 81
Omega Psi Phi Fraternity, Inc.
12th District
District Chaplain
Brother Derrick Delaney (Tau Tau)
4119 Santa Rosalia Dr Apt D Los Angeles, CA 90008
Phone – Cell: 323-972-1353
E-mail: dsolo8@yahoo.com
Greetings Brothers,
(Prov) 29:18 Where there is ignorance of God, the people run wild; but what a wonderful thing
it is for a nation to know and keep his law!
Brothers, in all things we must remember to give thanks and honor to our Great and Mighty God!
We have experience another great year in the 12th District. Many of our goals have being met
and our leadership has remained faithful & strong! It is because we have tried to lead with
Christian Manhood and always giving honor to the Supreme Basileus. May we continue to grow
in the power and grace of our Lord.
We have witnessed many of our beloved brothers going to Omega Chapter. Please let us
continue to reach out to their families. It is our duty to keep them in prayers and look out for
their welfare. Continue to join me in the 12noon and 6:00pm evening prayer time, for
the spiritual growth and strength of our District & Omega as a whole.
The following will highlight some of the progress that has being made toward our
spiritual attainments:
a.
b.
c.
d.
e.
12th District Bible Studies are still on-going 7:30pm to 8:30pm every 4th Sunday
We are contacting all chaplains of the District requesting their involvement & support
Seeking to train a future 12th District Chaplain
Seeking ways to become more visible throughout the District to promote spiritual growth
Requesting that all men of Omega Walk, Act, & Live as God fearing men
Finally, my brothers and friends we pray that our Lord & Savior Jesus Christ will help us to do
our duty that is best and leave to God the rest!
Humbly submitted,
Page 43 of 81
Omega Psi Phi Fraternity, Inc.
12th District
District Public Relations Officer
Chairman Brother Robert L. Woodson (Xi Nu)
1400 Stanton Way, San Jose, CA 95131
Phone – Home: 408-441-0134 Cell: 408-667-1260
E-mail: calbronzque@sbcglobal.net
Objectives:
1. Publicize the activities of the Fraternity, internationally and locally.
2. Maintain and monitor the District’s website.
3. Verify and distribute current press releases to the District.
Past Activities:
Last Publication of the Oracle, 100th, Winter Edition 2011
Upcoming Activities and/or Deadlines:
1. All articles and Photographs are to be submitted to the Editor to the Oracle no later than June
2012, in order to have material proofed for printing. The next publication of the Oracle is
scheduled for, August 2012.
2. The Oracle Deadlines (subject to change) are:
a. Spring Issue – February 15
b. Summer Issue – May 15
c. Fall Issue – August 15
d. Winter Issue – November 1
3. Articles submitted by 12th District:
a. Omega Men Exhibit in Pasadena – Bro. George Taylor – Zeta Tau – two (2) photos
b. 12th District Centennial Gala – Bro. George Taylor – five (5) photos
c. E.E. Just Expansion Article – Norman Ward – Zeta Rho – two (2) photos
d. American Diabetes Walk – Phi Iota – one (1) photo
e. Thanksgiving Adopt A Family – Phi Rho – one (1) photo
f. Achievement Week – Phi Iota – two (2) photos
g. Red Tails – Phi Iota – two (2) photos
h. Martin Luther King Article – Phi Iota – two (2) photos
i. Economic Summit Student Leadership Conference – Kappi Xi – one (1) photo
j. Talent Hunt Winner – Phi Iota – two (2) photos
Issues and Recommendations:
IHQ appointed Brother Milbert O. Brown as Editor to the Oracle, due to Brother Michael
Boykin’s deployment.
.
Page 44 of 81
Area
Representative
Reports
Page 45 of 81
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Page 46 of 81
Omega Psi Phi Fraternity, Inc.
12th District
Alaska Area Representative
Brother Charles Whittaker (Gamma Alpha Alpha)
6466 E. 10th Ave, Anchorage, Alaska 99504
Phone: 907-250-0609
E-mail: charles.whittaker@att.net
Greetings Brothers from the Massive and Progressive 12th District!
Gamma Alpha Alpha Chapter activities since last report:
1. Brothers, since my last report of the 2011 12th District Meeting, Gamma Alpha Alpha
Chapter has served Omega and the Anchorage community well.
2. The chapter’s Omega Preparatory Program (OPP) continues to be a successful mentorship
program. With the end of the school year, the brothers are planning ahead and getting out
OPP applications to high school and junior high males who will be attending high school in
the Fall.
3. The brothers of Gamma Alpha Alpha awarded over $3,000.00 in college scholarships to high
school seniors throughout the Anchorage School District.
4. The brothers helped feed the homeless at Bean’s Café, a local homeless shelter. The chapter
has committed to volunteer at the shelter monthly and many brothers volunteer bi-weekly
when possible.
5. The chapter supports Big Brothers Big Sisters of Alaska and on 21 April, participated in the
Bowl for Kids Sake. The Omega bowling team raised $1,075.
6. The chapter sold 125 raffle tickets and submitted $625.00 to the 12th District in support of the
12th District Raffle fundraiser.
Gamma Alpha Alpha Chapter Upcoming Activities:
1. The chapter has several events scheduled for the upcoming Spring and Fall. The brothers
will volunteer 5 May during the annual Walk and Roll for Hope, an annual event that raises
funds for children with disabilities in Alaska.
2. On 3 June, the brothers will be assisting in the American Diabetes Association “Tour ‘de
Cure” fundraiser, manning a check station for bike riders raising funds for the ADA.
3. The fund raising committee of Gamma Alpha Alpha are currently looking into the possibility
of bringing a Comedian to Anchorage this summer as well as hosting an All Black/Omega
Centennial Celebration in the Fall.
4. Gamma Alpha Alpha purchased new laptops, iPads, tutorial and ACT/SAT software for the
OPP mentorship program. The laptops, iPads and software were purchased with grant
money awarded to the chapter by the State of Alaska.
Brothers, this concludes my report of past and upcoming activities of Gamma Alpha Alpha
Chapter. I ask the brotherhood for acceptance of my report.
Page 47 of 81
Omega Psi Phi Fraternity, Inc.
12th District
NorCal Area Representative
Brother Timothy Waters (Sigma Iota)
205 Dandelion Lane
San Ramon, CA 94582
925-899-2143
twaters1959@aol.com
Past Activities
1. Youth Mentoring – The brothers of NorCal continue to do exemplary work in mentoring our youth.
Our undergraduate Brothers at Alpha Mu, Chi Nu, and Epsilon Mu have undertaken mentoring
activities to include engaging with the Palo Alto Knights Pop Warner football team, hosting a high
school essay contest in Fresno, and tutoring the Omega Gents. The graduate chapters are equally
engaged, with Project Uplift, Continental of Omega’s Boys and Girls Club, Piedmont High School
Youth Mentoring, the African-American Male Youth Conference, Mentoring and Tutoring with
Seaside Area Teens, and the Omega Gents Youth Mentoring Program.
2. Community Service – As an area and in partnership with the Blood Centers of the Pacific, the
brothers of NorCal participated in the “Blood History, Our History” Black History Month Blood
Drive and Celebration in Oakland, CA. Additional community service activities included the Omega
Gents Memorial Park beautification clean up as well as a voter education and registration drive done
in partnership with the NAACP and Elmhurst United Methodist Church.
3. Area-Wide Memorial Service – On Saturday, March 10th, 2012 Epsilon Xi Chapter hosted the areawide Omega Psi Phi Fraternity Memorial Service. It was a well-attended event and thanks to all the
Brothers who came out to memorialize our Omega Chapter Brothers.
4. Area-Wide Strategic Planning Initiative – As an area we continue to work diligently in the
development and execution of NorCal’s strategic plan with a 2 year time horizon. Area-wide
initiatives include a NorCal website to facilitate cross-chapter communications and be a repository for
best practices, as well as formalization of chapter-to-chapter commitments in support of major
fundraisers.
5. Northern California Area 3 Stepping Stones Association –Funds and an organizations /distribution
structure is in place to support area-wide, cross-chapter community service and social action
initiatives.
6. New Chapters / New Membership – We continued to focus on chapter revitalization and
membership expansion, working with our undergraduate and graduate chapters in the revitalization
process of chapters in the Area. As a result we have reactivated the following chapters:
Alpha Mu, Epsilon Mu, and Pi Chi.
In addition, immediately prior to our last District Council Meeting in Seattle, WA we conducted
one initiation ceremony:
March 21, 2012: Alpha Mu – 3 Brothers
New member interest in our beloved Fraternity remains high with interest expressed throughout
our undergraduate and graduate chapters.
The 12th District did complete an investigation at Xi Nu and an investigation at Epsilon Xi.
Page 48 of 81
Individual Chapter PAST Activities:
Alpha Mu
1. Talk and Tutor with East Bay Palo
Alto Boys and Girls Club – April
2012
2. Community Service Park Clean Up
– March 2012
3. Quiet Time with the Bruhz: Study
Sessions – February 2012
4. Safe Sex Workshop (co-sponsored
with Delta Sigma Theta Sorority
Inc,) – February 2012
Delta Iota Iota
1. NorCal Area Community Service
Project – February 2012
2. Bro. John Cruikshank School
Dedication – January 2012
3. UC Merced Black History Month on
the Yard - February 2012
4. College Tour Crabfeed Fundraiser –
February 2012
Alpha Rho
1. Omega Gents Mentoring Program Ongoing
2. Memorial Park Beautification CleanUp – April 2012
3. 50 Year Acknowledgement (chapter
activation as undergrad) – March
2012
4. Area-wide Blood Drive – February
2012
5. MLK Holiday March – January 2012
Epsilon Mu
1. Omega Gents Tutoring- Ongoing
2. UCAL, Berkeley Black Recruitment
and Retention Senior Weekend –
April 2012
3. Voters Registration/ Charles Drew
Blood Drive – Fall 2011
4. Study Jam – Fall 2011
5. Founder’s Day Celebration Omega
House – Fall 2011
Mu Kappa Kappa
1. Turkey Drive – November 2011
Omicron Nu
1. Mentoring & Tutoring with Seaside
Teens – Ongoing Memorial ServiceMarch 2012
2. Volunteering with African American
Historical and Cultural Museum Ongoing
3. Volunteering with American
Diabetes – Ongoing
4. Special Olympics of Monterey
County Swim, Coaching and
Mentoring –April 2012
Theta Pi
1. Area-wide Memorial Service –
March 2012
2. Talent Hunt – March 2012
3. High School
4. Chapter Christmas Party – December
2011
5. Family Bowling Outing – December
2011
6. NorCal Centennial Celebration –
Host Chapter – November 2011
Sigma Iota
1. Omega Gents - Ongoing 12th
2. Talent Hunt – May 2012
3. Memorial Park Beautification
Clean-Up – April 2012
4. Area-wide Memorial Service –
March 2012
5. Reclamation Weekend–March 2012
6. Area-wide Blood Drive – February
2012
7. Omega Gents/AKA Rosebud Black
History Program – February 2012
8. MLK/ Career Day at Salas O’Brien
– January 2012
Page 49 of 81
Chi Nu
1. Omega Week, Fundraiser and
BBQue - April 2012
2. 20th Chapter Anniversary- March
2012
3. Voter Registration/ Bowling Event
– February 2012
4. Dickie Park Clean Up – Winter
2011
5. Scholarship Essay Contest –
Winter 2011
Epsilon Xi
1. Scholarship Awards Banquet –May
2012
2. Omega Boat Ride – May 2012
3. Talent Hunt – March 2012
4. Sacramento MLK March/Parade –
March 2012
5. MLK Breakfast hosted by the
Women’s Auxiliary of the
Northern California Baptist
Convention – January 2012
Phi Chi
1. Reactivated February 2012
2. Voter Registration – October 2011
Xi Nu
1. Piedmont Hills HS Youth
Mentoring - Ongoing
2. Infineon Raceway - Ongoing
3. Empowering Males to Build
Opportunities for Developing
Independence (EMBODI) with
Delta Sigma Theta Sorority –
Ongoing
Upcoming Activities and/or Deadlines
1. BBQue – The NorCal Area BBQue will take place June 30th, 2012, the location to be determined.
This event will be hosted by the brothers of Xi Nu Chapter. For more information, contact
Brother Ron Martin, Basileus, Xi Nu at 408-439-2621 or ronaldm@gmail.com, or Brother Philip
Brooks, 408-910-7243 or pebrooksjr@sbcglobal.net.
2. Youth Mentoring Camping Trip – Our annual area-wide Youth Mentoring Camping Trip will
take place August 10th – August 12th. Alpha Rho Chapter is leading this event for NorCal. For
more information contact Brother Damon Powell, Basileus, Alpha Rho, 510-725-0742 or
contemplative1@gmail.com or Brother Aaron Hamilton, 925-575-5565 or alh1911@comcast.net
Individual Chapter UPCOMING Activities:
Alpha Mu
Quiet Time with the Bruhz:
Study Sessions – May 2012
2. Omega Field Day Fundraiser –
May 2012
3. Blood Drive – May 2012
Delta Iota Iota
Scholarship Golf Tournament – June
2012
NorCal Area-Wide Founders
Banquet – HOST CHAPTER –
November 2012
Mu Kappa Kappa
Soul Stroll – TBD
Health Symposium and the College
and Career Fair - TBD
1.
1.
2.
1.
2.
Sigma Iota
1. Omega Gents – Ongoing
2. Purple & Gold Scholarship Ball –
June 2012
3. Scholarship Golf Tournament –
September 2012
1.
2.
3.
Alpha Rho
Omega Gents – Ongoing
Young Men’s Conference – May
2012
Scholarship BBQ –May 2012
Epsilon Mu
1. Omega Gents - ongoing
2. Fundraiser - TBD
1.
2.
3.
1.
2.
Omicron Nu
African American Historical and
Cultural Museum - Ongoing
American Diabetes - Ongoing
Mentoring & Tutoring with
Seaside Teens – Ongoing
Theta Pi
Scholarship Golf Tournament –
June 2012
Annual Boat Ride – August
2012
Issues and Recommendations
None
Always in friendship,
Page 50 of 81
1.
2.
1.
1.
2.
1.
Chi Nu
Middle School Mentoring
Program – June 2012
District Meeting – May 2012
Epsilon Xi
Chapter Golf Tournament –
June 2012
Phi Chi
Youth Mentoring Conference
(in partnership with Omega
Boys Club, SF) – TBD
Health Initiative - TBD
Xi Nu
Nor-Cal Area BBQ HOST
CHAPTER – June 2012
Omega Psi Phi Fraternity, Inc.
12th District
PacNW Area Representative
John H Johnson, Jr. (Delta Pi)
PO Box 811 Renton WA 98057
425.269.8102
johnhjohnsonjr@hotmail.com
Past Activities
Pacific Northwest Area Representative Report
Period Covered: Q1-Q2
I. Chapter Membership:
1. Number of Financial Brothers
2. Number of Brothers Reclaimed
3. Was there a Membership Selection Process held?
4. Number of Brothers initiated
5. Number of Brothers who have transferred: OUT
6. Number of Brothers who have transferred: IN
7. Number of Undergraduate Brothers that graduated
8. Number of Inactive Brothers
9. Number of Brothers into the Omega Chapter
II. Chapter of the Year Activities
1. Chapter of the Year Scrap Book
a. Cover (Y/N)
b. Table of Contents (Y/N)
c. Proper labeling (Y/N)
2. Achievement Week (Hrs)
3. Scholarships Contributions ($)
4. Delegate – Fall & Spring District
5 Memorial Service
6. Social Action Programs (Hrs)
7. Talent Hunt (Hrs)
8. Reclamation / Retention (Hrs)
9 College Endowment Fund (Hrs)
10 NAACP Life Member (Hrs)
11. National Health Initiative (Hrs)
12. Other Local Community Based Activities (Hrs)
13. Chapter Awards and Other Recognitions (#)
Form77
weight
2
2
2
8
8
4
8
8
8
8
8
4
8
16
6
100
III. Chapter Efficiency
a. DKRS - Scorecard Ranking %
b. Total Estimated man-hours
c. Total ($) of Scholarships & Contributions ($)
Zeta
Upsilon
Delta
Pi
Zeta
Nu
Chi
Alpha
Alpha
Area
Total
16
2
Yes
1
0
1
1
19
0
41
3
No
0
4
2
0
5
0
9
2
No
0
0
1
0
7
0
9
5
No
0
0
6
0
4
0
83
12
Yes
1
4
10
1
35
0
No
No
No
200
300
Yes
Yes
235
0
57
0
0
7
0
0
No
No
No
100
3,500
Yes
Yes
576
0
92
0
71
30
0
0
No
No
No
0
750
Yes
Yes
73
0
12
0
0
10
0
0
No
No
No
0
0
Yes
Yes
30
0
13
0
25
0
0
0
No
No
No
300
4,550
Yes
Yes
914
0
174
0
96
47
0
0
100
507
$ 300
100
882
3,500
40
107
750
79
74
0
80
1,570
4,550
Upcoming Activities (Q3+):
1. Zeta Upsilon - Pan Hellenic Weight Loss competition, Church Service & Brunch,
Cognac & Chocolate social event during Omega Weekend in Seattle June 16-18.
Page 51 of 81
2. Chi Alpha Alpha - County Intercultural, Diversity Lectures with Whitworth College,
Hosted chapter planning session with District Representative & Area Representative.
3. Delta Pi - Street Clean up, Black Collective, food basket give away, Voter Registration,
Health events, Omega weekend 18th annual Boat ride, Jason Lee middle school tutoring,
Boys & Girls Club support, Annual Chapter retreat.
Report of the Pacific Northwest Area Representative - continued
Upcoming Activities (Q3+):
4. Delta Pi - Event: 18th Annual Seattle Omega Boatride, Date: Saturday June 16, 2012,
Time: 10:30 PM Sharp on Royal Argosy on Pier 56, Seattle, WA 98101. Tickets
available on Brown Paper ticket and are $60.00 General Admission$, 75.00 - Priority
Admission, To Purchase tickets click: http://www.brownpapertickets.com/event/231398
Issues & Recommendations
1. PacNW newsletter needs to continue in order to foster cross chapter participation
2. Xi Alpha Alpha would appreciate visit from DR & AR in order to provide guidance and
establish necessary rapport to ensure chapter can enjoy a degree of influence.
3. Developed event calendar for Washington & Oregon avoid potential conflicts (chapters).
4. Zeta Upsilon National Roster Issues – DKRS immediate assistance need in removing
Life Members no longer in the area whose names are affecting chapter CEF charge:
James Hasty (Life Member - 004020260), Ricardo Bowman (Life Member - 004012384),
Harry Reese (Life Member - 003024786)
5. 12th District Raffle Sales in Pacific Northwest: (Abysmal) – Pac Northwest chapters have
only contributed $25 since inception of raffle. – We need to improved participation
expected 2012 contributions $125+
6. Area Representative recommends typical non profit organization format where hours,
dollars and membership are highlighted. Current District level reporting typically does
not give dollar, man-hour effort based picture of chapter activities yet these are the basis
for grants and corporate sponsorship and International Achievement awards.
In friendship I remain,
Page 52 of 81
Omega Psi Phi Fraternity, Inc.
12th District
Southwest Area Representative
Brother William A. Smith (Iota Iota Iota)
P.O. Box 581049 Salt Lake City, Utah 84158
Cell Phone: (801) 718-8835
E-mail: TauThetaQue84@gmail.com
Dear Brothers of the Massive & Progressive 12th District, it is my pleasure to present to you the
great works of the Southwest Area Chapters. The five graduate and one undergraduate Chapters
of the Southwest Area are represented in the following states: Arizona (Alpha Theta @ Arizona
State University, Delta Alpha Alpha in Tucson, & Phi Iota in Phoenix), Nevada (in Las Vegas
there are Beta Mu Mu and Kappa Xi which also includes undergraduate members from UNLV),
and Utah (Iota Iota Iota in Salt Lake City). The following report presents our SW Area events,
Chapter leadership and meeting dates, major Chapter goals, MSP expectation and interests,
Short-term Goals, Mentoring program goals, Upcoming Activities, Past Activities, and Issues
and Recommendations.
Southwest Area Events
1. SW Area Meeting: The Southwest Area meeting was held on Saturday, March 3rd and
was hosted by Delta Alpha Alpha Chapter in Tucson, Arizona.
2. Southwest Area Social Action Event: The Southwest Area Chapter held its social action
project on Saturday, March 3rd in Tucson, Arizona. The Brothers of the SW Area came
together and participated in a national mentoring certification program. Bro. Judge Ronald A.
Wilson, of Delta Alpha Alpha, led this four-hour national certification program. Bro. Wilson
engaged the Brotherhood through a PowerPoint presentation and discussion. Approximately
19 Brothers were certified.
3. Future Goals:
a. The Basileis of the SW Area have begun discussions on creating a SW Area Data Bank.
This Data Bank will assist the Chapters with information sharing. Each Chapter has created
forms, policies, practices, and procedures that help the Chapter run more effectively and
efficiently. The data bank will be a repository of information that each Chapter might utilize
to save time in creating something that another Chapter has already created and perfected for
its use.
b. The leadership will discuss successful ways to develop and increase long-term relationships
with corporate sponsors.
Chapter Basilei & Chapter meeting dates
CHAPTER
Alpha Theta (U)
Beta Mu Mu
Delta Alpha Alpha
Iota Iota Iota
CITY & ST
Tempe, AZ
Las Vegas, NV
Tucson, AZ
Salt Lake City,
UT
Basileus
Charles Wilson
cdwilso3@asu.edu
Randy Bacon
rbaconhsd@embarqmail.com
Donald Riley
yuckmouth1911@aol.com
Cliff Watkins
Pearldrops05@aol.com
Page 53 of 81
Chapter meets
(day of month)
Every Friday
Executive Council/
E-Board meets
Every Friday
3rd Tuesday
Varies
2nd Saturday
2nd Friday
3rd Monday
1st Thursday
CHAPTER
Kappa Xi
Phi Iota
CITY & ST
Las Vegas, NV
Phoenix, AZ
Basileus
Ronald Ross
ronross1022@gmail.com
Marcus Green
Desertque395@yahoo.com
Chapter meets
(day of month)
1st Saturday
3rd Saturday
Executive Council/
E-Board meets
Week before Chpt
mtg
1st Saturday
Major Chapter Goals/Programs
The SW Area Chapters are very committed to making an impact in their various communities
and their larger state. Obviously, these Chapters will be completing the Mandated Programs in
various ways. The following information in this section is primarily a summary of Major Chapter
Goals for FYE 2011-2012.
Alpha Theta (Arizona State University, six current financial members)
1. Omega Week “Desert Storm”: March 26, 2012 - April 1, 2012. On Monday we will be
having a percentage night in downtown Tempe at Hooters. Tuesday we will be hosting an
Omega Forum which has one representative from each council on campus (PAN, IFC,
MGC, NALFO) co-hosting with us. We will be talking about the mis-education of Greek
life on campus. Wednesday we will have a “Play 60 Forum” hosted with Sigma Lambda
Beta Fraternity Inc. We will be having a short information session on being healthy and
staying active then we will have a flag football of capture the flag game on Student
Recreation Center Field. On Thursday we will be hosting the Langston Hughes Poetry
Night. We will have well known poet, Ise Lyfe, in attendance to talk and lecture. Friday
we are teaming up with Memorial Union After Dark and we will be hosting a movie night
on campus that is free for all students. Saturday we will be throwing our party “Desert
Storm” in Scottsdale, AZ. Sunday we will have church service at Pilgrim Rest.
Beta Mu Mu (Las Vegas, Nevada, 10 current financial members, two reclaimable members)
1. Uplift: Members of Beta Mu Mu will be participating in a long-term tutoring relationship
in math, science, and writing. Unfortunately, Las Vegas schools have replaced cities in
Mississippi as being among the worse in the nation. The Brothers will offer their services
to try to turn around this low ranking. The Chapter will explore grant opportunities to
assist in this goal as well as their efforts around health-related matters.
2. Volunteer Workers Program: Brothers of the Chapter will be continuing and
strengthening a long-term relationship as volunteer workers in a local hospital and senior
citizen home.
3. Voter Registrars: One of the most significant goals of Beta Mu Mu Chapter this year is
to get more community members registered as voters. Several members are voter
registrars. However, the Chapter has a goal to get as many Brothers as voter registrars as
possible as part of a larger social action initiative.
4. Feed the Hungry: Beta Mu Mu Chapter has a partnership with Catholic Charities of
Nevada whereby we man the serving of food line for two (2) hours each month.
5. Clothing for African Refuges: We also partner with ECDC African Community Center
to provide clothing for African and Arab countries refuges.
Delta Alpha Alpha (Tucson, Arizona, four current financial members, eight reclaimable
members)
Page 54 of 81
1. Uplift: One of the most significant goals of Delta Alpha Alpha Chapter is to get its
mentoring program (Boys 2 Men) going in full force. Delta Alpha Alpha and the
Boys2Men program hosted a back to school hair cut day. The Chapter provided free
haircuts for 75 young men.
2. Housing: Delta Alpha Alpha is developing a “Housing Exploratory Committee” that will
consider ways, through grants and the City of Tucson, to purchase a property to hold its
mentoring program and Chapter’s social action activities.
3. Fundraising Efforts: The Brothers of Delta Alpha Alpha will be developing more
effective strategies for their NFL Season Ticket Fundraiser program. This fundraising
event offers season tickets to the Phoenix Cardinals games. One goal is to engage Phi Iota
Chapter in co-sponsoring this event.
4. Scholarships: The Chapter will continue to develop and strengthen its Martin Luther
King, Jr. Scholarship initiative. This is one of the main scholarship efforts of the Chapter
and it is an open competition for all college-bound students.
Iota Iota Iota (Salt Lake City, Utah, 10 current financial members, two reclaimable members)
1. Right-sizing Chapter Efforts: Iota Iota Iota Chapter has held serious conversation about
right-sizing its efforts giving the number of members versus men. As with many
organizations, Iota Iota Iota Chapter struggles with getting participation to carryout its
commitments. As a result, the Chapter will pull back on some of its previous
commitments, become more concerted in a small number of activities, and co-partner
with other organizations as much as possible.
2. Uplift: One of the shining stars of the Chapter’s programs is its mentoring program
(ISUTHU which is Swahili for “Coming into Manhood” or Boys to Men). The Chapter
will increase its efforts here with the hopes of building this program into a graduation
program that will be part of an Omega Youth Leadership Conference.
3. Omega Weekend: The Chapter has put significant efforts into developing Omega
Weekend held in August around Honorable Ernest E. Just’s birthday. The weekend
includes a: a) Thursday golf tournament which is one of the Chapter’ main scholarship
fundraising efforts; b) a Friday party that ties the events together and offers an additional
opportunity to raise monies which supports the mentoring program; c) the Family
Reunion & Back-to-School BBQue, where the Chapter provides free food, back-toschool supplies, clothes, and toys for k-12 students; and d) Omega Day at Church.
4. Corporate Sponsorships: The Chapter has built a great relationship with corporate
sponsors. These sponsors support the Omega Weekend events and the Founders Week &
Achievement Awards festivities. The monies raised from supporting just several events
allow the Chapter to operate in the Black each year.
Kappa Xi (Las Vegas, Nevada, 25 graduate members and one undergraduate financial
members, seven reclaimable members)
1. Scholarship Fundraiser: Kappa Xi offers a Golf Tournament each year. This year’s
event will be held on Saturday, October 23rd. The proceeds for this event support the
scholarship goals of the Chapter’s non-profit organization, “The Uplift Foundation of
Nevada.”
Page 55 of 81
2. Scholarship Program Kappa Xi will recognize five African American male graduating
seniors with scholarships at their annual scholarship awards programs. The Awards
Program will be held Saturday, May 19, 2012.
3. Economic & Student Leadership Summit: This program is now in its 14th year of
existence and services over 240 high school-aged youth. The summit offers information
in the areas of banking, acquiring scholarships, establishing and maintaining good credit,
and teen empowerment. Additionally, the summit provides over 60 adults/parents with
workshops on how to better assist their students in acquiring college scholarships. This
event will be held Saturday, December 8, 2012.
4. Uplift: Kappa Xi offers the community a Thanksgiving Turkey Dinner. This is a major
program that the Chapter will continue to develop and expand its ability to provide to
primarily working class and poor community members. The Chapter also supports
community youth through its annual Shoe Drive. This program provides shoes to several
hundred people in the Las Vegas community. Additionally, Kappa Xi sponsors a Toy
Drive for low-income families in conjunction with the Las Vegas Fire Department. The
Chapter additionally assists with logistic support for two major back school events where
free schools supplies are given out to over 5000 returning students.
5. Social Event: Kappa Xi has been offering a widely popular Wine Soirée. The Chapter
plans on continuing this event as one of its major programs. This event will be held
Saturday, July 21st at Dragon Ridge Country Club.
Phi Iota (Phoenix, Arizona, 36 current financial members, 16 reclaimable members)
1. Social Event: Phi Iota is dedicated to increasing its presence in the community. This will
be accomplished by the chapter seeking events that will allow for joint ventures between
Phi Iota and other organizations and businesses.
2. Scholarship Development: The Chapter’s non-profit organization, Lifting As We Climb,
oversees and administers all scholarship monies raised by Phi Iota Chapter. Among the
fundraisers targeted for the 2012 calendar year are the Big Brothers Big Sisters Bowling
event and the annual Golf Tournament.
3. Uplift: Phi Iota also continues to be actively involved with the American Diabetes
Association here in Phoenix. In addition, the Chapter participates in the following: Voter
Registration Drive, MLK Celebration, African American Legislative Days and Adopt-AFamily. The Adopt-A-Family program is modeled differently this year as the Chapter
will now sponsor a single family (and potentially other families) for a full year. This is in
contrast to past years when donations were only provided during Thanksgiving and
Christmas.
4. 2016 District Meeting: The Chapter is preparing its bid package to host the 2016 12th
District Meeting in the Phoenix Metropolitan area. The Chapter will present its bid at the
2012 District Meeting in Indian Wells. This effort is being spearheaded by Brothers
Charles Peevy, Charles Fisher and John Gresham.
MSP Expectation and Interests
Expected MSP (Undecided/No/Yes, if “Yes” potential number interested)
a. Alpha Theta
Yes, 1 in March
b. Beta Mu Mu
Undecided, 3 interested
c. Delta Alpha Alpha Undecided, 1 interested
Page 56 of 81
d. Iota Iota Iota
e. Kappa Xi
f. Phi Iota
No, 4 interested
Yes, 4 interested
Yes, 8 interested
Short-term Chapter Goals
As a collective, the Chapters in the Southwest Area have very similar short-term goals. These
short-term goals are essentially in six areas that the Basilei believe are very significant. Future
SW Area meetings and conference calls will be dedicated to developing strategies to help in
these areas. The Chapter Basilei believe that their short-term goals are to:
1. Get Brothers to pay their dues before December 31st of the new fiscal year. Some members
are waiting until March or April to pay dues.
2. Reclamation continues to be a major area of concern.
3. The Basileis want their respective Chapters “to get better at doing what they are currently
doing.”
4. Most Chapters have one primary fundraiser that produces the majority of its giving. These
Chapters want to further strengthen and develop that effort. However, these SW Area
Basileis would also like to develop a second major fundraiser that could take advantage of
other sources of giving.
5. All Chapters would like to develop a Strategic Marketing Plan for corporate sponsorships.
The Basileis recognize that they need to better and more effectively target their primary
donors, express appreciation and recognition of their primary donors without draining their
generosity, and get a better market plan for new donors.
6. Some Chapter leaders have discussed right-sizing their Chapter’s efforts. Most would like to
scale back some of their efforts so that they can do a better job in key Chapter and Mandated
Program areas.
Mentoring Program Goals
Four of the six Chapters in the Southwest Area have mentoring programs. Between these four
Chapters they provide critical mentoring services for approximately 60 young people. The two
Chapters that do not have formal mentoring programs offer tutoring or leadership development
events for youth.
1. Delta Alpha Alpha (Boys2Men; # of mentees: 18)
a. College Tour
b. Partnership with the Tucson Urban League and the Tucson Unified School District in a
collaborative effort to certify mentors in the state of Arizona.
2. Iota Iota Iota (ISUTHU; # of mentees: 15)
a. Developing subject based mentoring.
b. Creating incentives for pro-social behavior and academic improvement.
c. Creation of the Omega Youth Leadership Conference.
d. Applying for grants to support mentoring program.
3. Kappa Xi (Omega Gent; # of mentees: 7)
a. Regrowth of the mentoring program is a major goal. The success of the program has been
exhibited by a 100% graduation rate, which also reduced the numbers from 25 mentees to
seven. The overall graduation rate in Clarke County is 60% and even lower for African
American males.
Page 57 of 81
b. The Chapter will attend and be a sponsor for the 2nd Annual HSBC Fair to be held in Las
Vegas, NV.
4. Phi Iota (Omega Youth Leadership Mentoring Academy; # of mentees: 23)
a. Continue to improve the all-academic year mentoring program.
b. Student and mentors toured USC and UCLA in January.
c. Sponsored a community screening of the movie Red Tails.
d. Conducted Black History month workshop and presentation at Sierra Linda High School.
Upcoming Activities and/or Deadlines
1. Alpha Theta - The Chapter will be on summer recess.
2. Beta Mu Mu
a. Junior golf instruction
b. Nevada senior games participation
c. Mentoring/tutoring
d. voter registration,
e. Senior citizen bowling,
f. Hospital volunteering
g. Reclamation: “Smoker” for Brother recently relocated to Las Vegas
3. Delta Alpha Alpha
a. Boys-Two-Men Certification
b. Cooking Fundraiser (Mentor)
c. Arizona Cardinal Raffle Tickets Sale Fundraiser
d. University of Arizona and Boys-Two-Men Mentor Partnership program
4. Iota Iota Iota
a. Isuthu Mentoring Program activities
b. Omega Weekend in August
1. Thursday: Golf Tournament
2. Friday: White Party
3. Omega’s Family Reunion & Back-to-School BBQue
4. Omega Day at Church
c. Hosting the Fall District Council meeting: October 6, 2012
5. Kappa Xi
a. Informational at the University of Nevada Las Vegas
b. Annual Scholarship Saturday, May 19, 2012
6. Phi Iota
a. OYLA Healthy Living Workshop
b. Bowl-A-Thon with Big Brothers Big Sisters
Past Activities (Significant activities since last quarterly reports)
1. Alpha Theta
a. Valentine’s Day Spread the Love Soiree: February 4, 2012 in Memorial Union Ventana
Room. Alpha Theta threw a soiree on campus for all student to come and fellowship. The
soiree was free to attend. Alpha Theta just wanted to break barriers and stereotypes
between Greeks and non-Greeks.
b. Uplift: Red, White, and Serve event hosted by Tau Psi Omega Fraternity Inc: This event
took place on February 11, 2012. Went to Chandler to the “Feed my Starving Children”
Page 58 of 81
factory where we helped package food to be send to Africa. The amount of food that we
packed will feed 44 children for 1 whole year.
c. Valentine’s Day Forum: February 13, 2012 in Memorial Union Alumni Room. Alpha
Theta hosted this event with Kappa Delta Chi Sorority Inc. At this event we talked about
the science of love and what it takes to have complete love for one another. At this event
there was a lot of participation and interaction between the guest who attended.
d. AAMASU (African American Men of Arizona State University) – Carter G Woodson
Workshop: February 28, 2012 at the Arizona State (Tempe Campus) Old Main, Carson
Ballroom. Dr. Molefi Asante was the special guest speaker and host of this event. At this
event Alpha Theta received a plaque for the hard work we have put in to uplift the
community in the past year.
2. Phi Iota
a. Conducted Annual Holiday Party. Hosted by Bro. Rodney Davis.
b. Participated in the College Fair and Divine Nine Weekend at First Institutional Baptist
Church.
c. Presented a screening of Red Tails the movie. Members of the local chapter of the
Tuskegee Airmen attended and spoke at the event which was screened to a capacity
audience. The Chapter will look for future opportunities to conduct similar screenings for
movies of significant importance.
d. Conducted Black History Month programs (included march performances) at Sierra
Linda High School, Precision High School and at an event sponsored by Verizon.
e. Attended dedication of renaming of Eastlake Park gymnasium to the William C.
McClellan Gymnasium. Bro. McClellan is a long-time Phoenix area resident who was
instrumental in the growth and development of the Black community and the Chapter
since the 1940s. Bro. McClellan was inducted into Phi Iota in the Spring of 1947.
f. Conducted Reclamation and OYLA “Percentage Night” fundraiser at Native New
Yorker bar and grill. Native New Yorker is owned by Bro. Art Greathouse.
g. Support of other organizations’ activities – DST Bowl-A-Thon, upcoming AKA
Regional conference, Links Cotillion, African American Legislative Days, American
Diabetes Association (ADA) – Diabetes Day at the Capitol, ADA Appreciation Banquet
and Zeta Phi Beta Skating Party.
Issues and Recommendations
None
Page 59 of 81
Omega Psi Phi Fraternity, Inc.
12th District
Southern Cal Area Representative
Brother Ronan Hill (Tau Tau)
Address: 5547 E Monlaco Rd, Long Beach, CA 90808
Phone: 562-618-4595
E-mail: ronanhill@yahoo.com
Greetings Brothers of the 12th District, I greet you in the name of my Lord and Savior Jesus
Christ.
Southern California Area Basileis Conference Call
A conference call for the Southern California Area Basileis was held on April 24, 2012 at
8:30pm to discuss:
1. District Raffle
2. Winter District Council Meeting, March 24, 2012, Portland, OR
3. Inland Valley Uplift Foundation – Youth Leadership Conference, April 28, 2012, La Verne,
CA
4. SoCal Area Meeting, May 5, 2012, Inglewood, CA
5. 67th 12th District Meeting, May 31-June 3, 2012, Indian Wells, CA
6. 78th Grand Conclave, July 5-12, 2012, Minneapolis, MN
7. SoCal Area Memorial Service, March 9, 2013
8. SoCal Area BBQ
Chapter Initiations
Lambda - On Friday, April 6, 2012, I presided over the initiation ceremony for Lambda chapter.
Seven undergraduates were welcomed into our beloved fraternity.
1.
2.
3.
4.
5.
6.
7.
David Telfort: Senior, Occidental College, Urban and Environmental Policy
Zack Waterfire: Senior, USC, Pre-Med
Chijioke ‘Jojo’ Ndupu: Senior, Cal State Northridge, Health Administration
Terio Ruiz: Junior, Loyalty Marymount, Screen Writing, African-American Studies Minor
Michael Clegg: Senior, Occidental College, Political Science
Jordan Tyler: Junior, Cal State Los Angeles, Graphic Design
Breond Durr: Junior, USC, Sociology
Tau Tau - On Saturday, April 14, 2012, I performed the initiation ceremony for Tau Tau chapter.
Two graduate brothers were initiated.
1. Travis Scott: graduate of Grambling State University; occupation: Counselor.
2. William Carter: graduate of Union Institute University, Liberty University (MBA);
occupation: Chief of Police Inglewood Unified School District.
District Raffle
The SoCal chapters are currently reconciling ticket money and stubs for the May 1 deadline.
Page 60 of 81
Past Activities
SoCal Area Meeting
The SoCal Area Meeting was held on Saturday, May 5, 2012 from 9am-1pm in Inglewood, CA
at Morningside High School. The meeting was hosted by Lambda Omicron and Lambda
chapters. Brother Sedrick Spencer, District Representative, Brother Nick Thompson, DKRS, and
Brother Derrick Delaney, District Chaplain were present to give updates to the brotherhood.
Breakfast was served. I would like to thank the brothers of Lambda Omicron and Lambda
chapters for hosting the meeting.
Inland Valley Uplift Foundation - 3rd Youth Leadership Conference
On Saturday, April 28, 2012, the brothers of Eta Alpha Alpha in conjunction with the Inland
Valley Uplift Foundation hosted the 3rd Annual Youth Leadership conference at La Verne
University, 9am-2pm. The conference was open to the first 100 young men grades (9-12). The
theme for this year’s conference was “I Know I Can”. The highlight of the conference was the
student panel which included Brother James Hutchins (Phi Lambda).
From Africa to America: A Day of Black History
The brothers of Lambda Omicron chapter along with the ladies of Delta Sigma Theta Inglewood
Alumnae chapter hosted a Black History program at Hillcrest Academy on April 28, 2012 from
8:30am-3:30pm. Students participated in workshops on Tuskegee Airmen, Buffalo Soldiers,
Harlem Renaissance, Middle Passage / Slavery, Black Power Movement, and African Kings and
Queens / Civilization.
10th Annual “Come Get Some Que in You” Yard Show
On May 3, 2012, the brothers of Phi Lambda held the 10th Annual BBQ yard show on the
campus of California State Fullerton.
Upcoming Activities
30th Annual Salute & Scholarship Banquet - On Saturday, June 8, 2012, Zeta Rho Foundation
will host the 30th Annual Salute and Scholarship Banquet at the California African American
Museum. Outstanding African American male high school seniors will be awarded scholarships
for accomplishments in academics and community service. The foundation has a goal to award
$50,000 in scholarships.
SoCal Youth Leadership Conference - The 19th Annual Youth Leadership conference is
Saturday, October 27, 2012 on the campus of USC in Taper Hall. The conference is open to the
first 500 young men between the ages of 8-18; 150 at parent conference, and 200 fathers as part
of the Fatherhood Initiative; Theme: “Living with Purpose”. The goal is 250 Omega men.
Issues and Recommendations
None
Respectfully Submitted
Page 61 of 81
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Page 62 of 81
Special
Committee
Reports
Page 63 of 81
Omega Psi Phi Fraternity, Inc.
12th District
Investment Team
Chairman: Brother W. Kelly Shannon (Phi Iota)
P.O. Box 11163 Tempe, AZ 85284
Phone: 602-295-1006
E-mail: wkellyshannon@gmail.com
Team Members
Kelly Shannon (12th DKF) – Team Lead
Fred Alexander (12th District 1VDR) - Ex-Officio Member
Lloyd Bryant (Phi Iota ) – Team Member
Franklin Harris (Gamma Alpha Alpha) – Team Member
Joe Outlaw (Phi Omicron ) – Investment Advisor
Sean Castleberry (Tau Tau) – Team Member
Tim McElroy (Kappa Xi) – Team Member
Past Activities (since Fall District Council Meeting)
1. Current balance as of April 30, 2012: $78,468.39 (not including the $10,000 put into a
high return short term investment).
a. This is slightly lower than the all-time high of $89,054.66 (end of March 2012).
b. A transfer of Graduate MSP/Economic Empowerment funds of $4,350.00 was
made at the end of April and is not reflected in the balance.
2. Market has seen gains in 4 of the last 5 months; 12th District Fund (monthly returns
below) is keeping pace with the market
a. December: 0.03%
b. January: 4.65%
c. February: 3.11%
d. March: 1.02%
e. April: -0.66%
3. Assessed Allocation Mix
a. Based upon the volatile market, we will continue to evaluate our mix. Our current
mix allows us a relatively conservative position.
b. The team voted to move $10,000 (roughly half) of the cash & money market into
a short-term, high return investment. It is an Accounts Receivable financing
vehicle that will return 2% per month for the 2-3 months it is invested.
c. There will be future opportunities for this same investment and the team discussed
possibly reinvesting at a later date.
d. Our strategy: (1) investing with a long-term horizon (2) moderate growth
potential with a moderate risk of loss of capital (3) limited income generation
4. Returns Comparison: 12th District Fund outperforms most Major Market Indices (see
chart)
a. $1.00 invested in 12th District Fund in Oct 2005 = $1.18 as of April 30, 2012
b. $1.00 invested in DJIA in Oct 2005 = $1.17 as of April 30, 2012
c. $1.00 invested in S&P 500 in Oct 2005 = $1.05 as of April 30, 2012
d. $1.00 invested in Nasdaq in Oct 2005 = $1.26 as of April 30, 2012
Page 64 of 81
Upcoming Activities and/or Deadlines
1. Monitor the market
2. Investment Team Q3 CY12 Review (Aug)
a. Review return on Short-term investment
b. Review Returns, Assess Allocation Mix
c. Rebalance as needed - buy when price is low
d. Discuss long term investment and funding strategies
3. Make external investment or reallocate some cash into funds
Issues and Recommendations
With the retirement of the $15 assessment as of Oct. 31, 2010, and the awarding of the 2016
Conclave to the 12th District, we will continue to look for other investment opportunities to
supplement the growth of the fund and provide seed money for deposits, etc.
Yours in Friendship,
Page 65 of 81
Omega Psi Phi Fraternity, Inc.
12th District
12th District Raffle
Brother Fred Alexander (Alpha Rho)
Phone - Cell: 510-508-2677
E-mail: falex90@hotmail.com
Brother Nicholas Thompson (Pi Rho)
Phone: 951-536-8828
Email: nikolaiqz83@gmail.com
Raffle Objectives:
Following the disappointing financial results from the Alaska District meeting, the 12th District
raffle was approved by the District in 2009.
The raffle proceeds benefit the 12th District Scholarship fund, support future District initiatives,
the District’s 501(c)3 and co-sponsor of the raffle (Ernest E. Just Youth and Community
Services, Inc.) and most notably, to recoup the steep losses from the Alaska District meeting.
2012 Raffle Activities, Upcoming Activities and/or Deadlines:
Category
Revenue
Awards
2012 Actual YTD
(as of 5/16/12 )
$7,975
2011 Actual
2010 Actual
$9,495
$10,090
($1,750)
($1,750)
($3,000)
($ 950) est
($ 950)
($1,009)
($1,000)
$4,275
($1,000)
$5,795
($1,000)
$5,081
Expenses*
(ticket printing & mailing
paid by EEJYCS)
Area Incentive
Net Profit
1.
2.
3.
4.
5.
6.
The 2012 Raffle was approved at the October 2011 Winter Council meeting in Los Angeles.
Raffle tickets were distributed by the DKRS to Area Reps in December 2011.
Area Reps distributed tickets to their respective chapters in January and February.
Tickets have been selling, but only a few chapters have submitted money and/or ticket stubs.
The deadline for chapters to submit ticket stubs and money is MAY 1st.
We request that chapters submit ONE Check payable to: EEJYCS Inc.
mail to: 12th DKRS at PO Box 56353, Riverside, CA 92517
7. Prizes have been updated this year:
a. Apple Computer (valued at $1000), or $1000 cash
b. iPad (valued at $500), or $500 cash
c. iPod (valued at $250), or $250 cash
8. Remember: Financial members of 12th District are ineligible to win. They can still purchase
tickets, but another family member’s name has to be on the ticket, not their own.
9. The drawing is Sat June 2, 2012 at the District Meeting.
Page 66 of 81
Standing
Committee
Reports
Page 67 of 81
Omega Psi Phi Fraternity, Inc.
12th District
Community & Civic Affairs Committee
Chairman: Brother Timothy Melton, III (Tau Taui)
6709 La Tijera Blvd. #210 Los Angeles, CA. 90045
Phone – Home: 562-428-0163 Cell: 310-962-2900
Email: tmelt@hotmail.com
Sub-Committee Chairs:
Achievement Week- Andrew Davis (480) 518-2433 adavis@wedc.com
Scholarship- Tim Melton (see contact info above)
Talent Hunt- Dion Vines (818) 481-8044 dion.vines@chase.com
and Kalonji Saterfield (909) 553-7502 kalonji101@yahoo.com
Committee Objectives:
1. Collect and evaluate information from all chapters to recognize: Graduate and Undergraduate
Omega Men of the Year, Citizen of the Year, Superior Service Award, Founders Award and
Colonel Charles Young Military Leadership Award. Minimum 15.
2. Disseminate procedures for applying for District and National Scholarship awards. Ensure
that each financial undergraduate in the District is aware of scholarship information AND has
a scholarship brochure with application!
3. Award scholarships to qualified graduate and undergraduate students pursuing degree. Min 5.
4. Organize and develop the Talent Hunt Demonstration at District Meeting. Minimum 7 acts.
Past & Upcoming Activities:
Deadline
SubCommittee
Objective
Activity
Achievement
Week
Collect and evaluate
information from all
chapters to recognize:
Graduate and
Undergraduate Omega
Men of the Year, Citizen
of the Year, Superior
Service Award,
Founders Award and
Colonel Charles Young
Military Leadership
Award.
Submitted Form 77’s for the following Awards
-Omega Man of the Year:
-Graduate
D. Love (Omicron Nu);
L. Bryant (Phi Iota)
M. Boston (Sigma Iota); R. Walker (Tau Tau)
-Undergraduate:
B. Williams (Alpha Theta)
-Citizen of the Year:
L. Ross (Phi Iota);
S. Cobb (Sigma Iota)
Z. Gayle (Tau Tau)
-Superior Service Award:
M. Colclough (Phi Iota); N. Thompson (Pi Rho)
K. Barlow (Sigma Iota)
-Founders Award:
M. Green (Phi Iota)
-Col. Charles Young
Military Leadership Award:
No submittals.
Page 68 of 81
Status/
Comments
Winners of the
District level
Chapter awards
will be
announced and
presented at the
12th District
Meeting’s
Founders
Banquet in
Indian Wells,
CA.
The winning
Form 77’s will
be sent to
IAWC for
consideration.
SubCommittee
Objective
Scholarship
Disseminate procedures
for applying for District
and National Scholarship
awards. Ensure that
each financial
undergraduate in the
District is aware of
scholarship information
AND has a scholarship
brochure and
application!
Activity
1. Sent out brochures and applications to the 12th
District via email, in person and posting on 12th
District website.
2. Met with Charles Drew Commission via
conference call.
The following Brothers submitted complete
applications:
(U) Brian Bulaya
(G) Michael Jules.
Collect and review
applications.
Talent Hunt
Select winners.
Organize and execute
Talent Hunt
Demonstration at the
District Meeting.
Deadline
Status/
Comments
ALL
Done.
applications
were due
by March
15, 2012.
Announce (U)
winner at the
Undergraduate
Luncheon.
(G) winner
during Civic
Affairs
Committee
report at 12th
District
Meeting, June
1, 2012.
This year, the talent Hunt will take place on
Saturday June 2, 2012.
The following Chapters met the deadline and will
be represented in this year’s competition:
Theta Pi, Xi Nu, Mu Alpha Alpha, Epsilon Xi, Pi
Rho, Delta Pi, Phi Iota, Zeta Rho, Lambda
Omicron, Tau Tau and Kappa Xi.
Recommendations:
Sub-Committee
Recommendation
Achieve. Week
Scholarship
Talent Hunt
None
None
None
Purpose
Page 69 of 81
Financial Impact
Target Start Date
Omega Psi Phi Fraternity, Inc.
12th District
History and Archives Committee
Chairman Darroll Love (Omicron Nu)
P. O. Box 864, Seaside, CA 93955
Phone - Cell: 831-521-1919
E-Mail: darrolllove@yahoo.com
Committee Members:
1. Darroll Love, Omicron Nu
2. Lawton Connelly, Phi Iota
Committee Objectives:
1. Record current year activities
2. Develop a 12th District historical document
Activities:
1. Developing former Grand Basileis biographies for Omega History Book Committee. Assigned
Basileis are:
10th
13th
32nd
Bro. John W. Love
Bro. Matthew W. Bullock
Bro. L. Benjamin Livingston
2. Continue updating history booklet content and retyping general history information from 1995 “12th
District – A Living History of the 12th District” presented by Brother Godfrey B. James. Completed
another 54 pages of information. Received updated chapter history from Delta Iota Iota (via Basileus
Jeffery Williams). Incorporated submitted information within the updated history book draft.
3. Added historical pictures and past DR profiles to district website. Added
protection to MSP documents on district website.
4. Redesigned 12th district logo modeled after the Greek
Parthenon. Redesigned logo will be incorporated within
the revised district history booklet.
Upcoming Activities and/or Deadlines:
Focusing this quarter on history associated with Alpha Epsilon
(University of Arizona), Alpha Theta (Arizona State
University), Alpha Mu (Stanford University), and Alpha
Rho (Intermediate and Graduate chapter). Will look to add
12th District history video clips to website.
Objective
Include GB L. Benjamin
Livingston Biography within
history book
Complete draft Alpha Epsilon
History
Complete draft Alpha Theta
History
Activity
Deadline
Initiated work orders for demographics and
Omega information. Researching past
Oracles for additional information.
Obtained membership crossing information
and chapter charter date
Obtained membership crossing information
and chapter charter date
Page 70 of 81
Status/
Comments
6/15/2012
6/30/2012
6/30/2012
Ongoing (extended
deadline)
Ongoing (extended
deadline)
Omega Psi Phi Fraternity, Inc.
12th District
Membership Committee
Chairman: Brother Eddie Bickham (Xi Gamma Gamma)
5130 Via Castilla Oceanside, CA 92057
Phone - Cell: 760-717-7624
Email: eddiebickham@yahoo.com
Subcommittee Chairs:
Life Membership – Lewis Sears
Retention – Daryl Harris
Reclamation – Kelvin Smith
U/G Advisor – Jonathon Smith
Greetings to all the Brothers of the Mighty 12th District. The membership committee objectives remain as
follows:
1) Responsible for drafting, monitoring and providing such recommendations as are appropriate to
insure that the process and guidelines for the entrance of new members into the Fraternity are
efficient, effective, and the procedures are adhered to by all members and Chapters.
2) Develop and implement an effective program to reclaim and retain members of the Fraternity.
3) Ensure the proper inclusion and utilization of the Undergraduate population in District affairs.
4) Ensure proper communication of Life Membership information, programs and initiatives
throughout the District.
Past & Upcoming Activities:
Sub-Committee Objective
Membership
Membership
Selection Process
application review
Reclamation
Recognize chapters
for successfully
reclaiming Brothers
Activity
Deadline Status/Comments
Continuing to receive MSP applications from various chapters
throughout the District. The completeness of submitted applications
continues to increase. Good job chapters. However, we need to make
sure Brothers are MSP certified. Sign up for training when available.
2012 12th District Chapter Reclamation Awards - recognizing
chapters for successfully reclaiming Brothers
1.
2.
3.
4.
5.
Retention
U/G Advisor
Recognize Brothers
for helping to
address & improve
the retention issues.
Work with U/G
Brothers to execute
various initiatives
Number and type of awards: Two awards given out, Small Chapter
and Large Chapter
Period covered: Nov. 1, 2011 – May 1, 2012
Reclamation Criteria: Brother was not financial (didn't pay District
dues) in previous fiscal year (FY11) and became financial (paid
District dues & reclamation fee) in current fiscal year (FY12).
Source of data: 12th District Keeper of Records and Seal
Winners Announcement: will be made during the 12th District
Meeting Founders' banquet in Indian Wells
Acknowledgement will be given out to Brothers who submitted
helpful feedback & ideas. Looking for more effective ways to keep
Brothers involved in chapter and district activities. Open to best
practice ideas from district chapters so we can disseminate information
Continuing to work with U/Gs to maintain a positive presence on
campus, launch campus activities and continue MSP activity to ensure
chapter stability for the long term. Working with U/Gs on summit at
District Meeting. Need to work with 2nd Vice DR to ensure U/G
attendance at Conclave in Minneapolis.
Page 71 of 81
Life
Membership
Ensure proper
communication to
its members
Life Membership Annual Meeting will be held on Friday July 6, 2012.
Location TBD.
Please remember that we will hold an election to replace our current
Regional Director (Brother Lewis Sears) at our annual meeting in
Indian Wells, CA due to the expiration of his term of office. He is not
eligible for re-election and must sit out for at least a year. We have a
few announced candidates looking to replace him. Yes, you can be
nominated from the floor.
You do not have to be registered for the 12th District meeting in order
to attend the OLMF 12th region meeting on 6.1.2012.
We will hold our OLMF 12th Region Meeting and ELECTIONS on
Friday June 1, 2012 @ the Miramonte Resort @ 6pm. Room TBD.
Recommendations: NONE
Page 72 of 81
Omega Psi Phi Fraternity, Inc.
12th District
Rules Committee
Chairman: Brother James Walker (Sigma Iota)
Phone: 510-967-3313
E-mail: James_walker_94601@yahoo.com
Committee Members:
Larry Walls – Bylaws & Recommendations;
James Walker – Nominations, Time & Place
Committee Objectives:
1. Submit recommendations to District Council for consideration & keep the records up to date
on these recommendations based as Mandates
2. Review and select chapter proposals for hosting future District Meetings
3. Oversee District Elections
4. Moderate Candidates’ Forums
Activities, Upcoming Activities and/or Deadlines:
Sub-Committee
Objective
Activity
1. Bylaws &
Recommendations
2. Nominations,
Time & Place
To review &
suggest changes
to all bylaws
that are
currently in
place or being
submitted from
the Chapters. To
recommend to
the District the
bylaws that’s in
the best interest
of the District.
To select
chapters
proposal for
hosting future
District
Meetings.
Reviewing
submitted
proposed
constitutional
and bylaw
amendments.
Deadline
Proposed
Constitutional
amendments deadline
has passed on Sunday,
March 11, 2012.
Proposed Bylaw
amendments and all
recommendations
deadline has passed on
Tuesday, April 10,
2012.
Status/
Comments
As in prior years,
the Rules
Committee will
review all proposed
amendments and
recommendations
that have been
submitted to IHQ
and render an
opinion to be
shared with the
District prior to the
Conclave.
2015 & 2016 District Meeting Proposals
All interested chapters have been informed to submit both a
cover letter and proposal for consideration. Each presenting
chapter will be scored using a rubric that weighs key factors.
Currently, we have received inquiries from the following
chapters:
 Sigma Iota Chapter (2015)
 Phi Iota Chapter (2016)
Oversee District
Elections
Candidates for Election
1. District Representative
a. Bro. Fred Alexander, Alpha Rho (Current 1st VDR)
Page 73 of 81
2. 1st Vice District Representative
a. Bro. Nicholas Thompson, Pi Rho (Current DKRS)
b. Bro. James Walker, Sigma Iota (Current Rules
Chair)
3. 2nd Vice District Representative
a. No names submitted
4. District Keeper of Records & Seals
a. Bro. Dennis Martinez, Theta Pi (Current Ways &
Means Chair)
5. District Keeper of Finance
a. Bro. John Johnson, Delta Pi (Current PacNW Area
Rep)
6. District Counselor
a. Bro. Lawton Connelly, Phi Iota (Current District
Counselor)
Election Process
The process conveyed below is designed to provide a description and
tentative schedule of activities for the election process. Please note that
activities are subject to time changes per the District Representatives
request!!!!
1. Candidate’s Forum – During this activity, candidates will be given an
opportunity to share their platform with the brotherhood and answer
questions related to their office of interest. The forum will take place on
Thursday, May 31, 2012 from 6:00pm-7:30pm. Location TBD.
2. Credentialing – Credentialing will happen in two phases. We will begin the
first phase of the credentialing process on Thursday evening. Time &
location TBD. We will initiate and conclude the second phase of the
credentialing process between 1:00pm-2:00pm on Friday, June 1, 2012.
PLEASE NOTE: If you plan to vote, YOU MUST BE CHECKED IN
with District registration NO LATER THAN 1:00pm on Friday.
3. Caucus – Space will be provided to chapters on the evening of Thursday,
May 31, 2012 between the hours of 7:30pm-8:30pm upon request. Please
alert me by 3:00pm if your chapter will be in need of space. Locations TBD.
Undergraduate caucus will take place at 7:00am on Friday, June 1, 2012.
Location TBD.
4. Elections – All brothers who have been credentialed will need to report to
the main meeting room by 5:00pm on Friday, June 1, 2012. In order to run a
timely election, doors will be secured by 5:15pm. Chapter will be called in
order and each member will be provided a ballot sheet to submit their vote.
Once your chapter has voted, we would ask that you excuse yourselves to
minimize noise and any potential confusion. As usual, election results will
be formally announced during the District Founder’s Banquet.
Recommendations:
NONE
Page 74 of 81
Omega Psi Phi Fraternity, Inc.
12th District
Social Action Committee
Chairman: Brother Shamann Walton (Theta Pi)
1063 Geneva Avenue San Francisco, CA 94112
Phone - Cell: 707-332-3225
Email: shamannwalton@sbcglobal.net
Sub-Committee Chairs:
Health Initiatives - Dr. Olandis Wells
Political Action - Brother Godfrey White
NAACP Liaison - John Hatcher III
Social Action- Craig Mobley
Word to the Brothers:
Brothers it has been my pleasure serving as the 12th District Social Action Chair for the past
three plus years (under 2 DRs). I have had the opportunity to humbly work with many of you
throughout our esteemed District. Over the past three years we have provided dozens of voter
registration drives, clothing drives and eye glass drop-offs at Conclaves, supported the 12th
District Omega Days at the California State Capitol, supported Youth Leadership Conferences
and Youth Camping trips within the District, awarded several chapters with Chapter of the Year
Plaques and made an impact on the various communities throughout the 12th District. As this is
my last report as the 12th District Social Action Committee Chair and as we close on another year
of being a reservoir of help for our community, I am excited about what the future brings for the
12th District Social Action Committee and its programs and services.
In Friendship,
Committee Objectives:
The Social Action Committee, before entering upon its duties, shall prepare and submit to the
District Council for approval a program embracing social issues, including those of District-wide
scope, and the manner proposed in dealing with said issues. Also, it shall select the
Undergraduate and Graduate Chapters of the Year to be recognized at the District Meeting. The
District Council, in acting upon said program, shall set forth the Policy of the District with
respect to said District-wide issues for the guidance of the Committee, and a proper budget shall
be provided for the operation of the program. In addition the Social Action Committee shall:
1. Prepare and submit to the District Council for approval a program embracing social issues,
including those of District-wide scope, and the manner proposed in dealing with said issues
2. Inform the Brotherhood about important health information and ways to prevent diabetes,
obesity and other harmful ailments
3. To keep the Brotherhood abreast of legislation, decisions and information that affect us as a
people
4. To adhere to the international standard for judging Social Action Chapters of the Year
(COTY) at the Large chapter, Small chapter and Undergraduate levels
5. Publish the Social Action criteria for evaluating District Chapters of the Year
6. Conduct workshops at the District Council and District Meetings on the “best of the best”
chapter practices regarding “Chapter of the Year” attainment
Page 75 of 81
7. Collect and evaluate Portfolio information for Chapter of the Year (COTY)
8. Submit the COTY portfolios to the International Social Action Chairman
9. Present awards to all Social Action award winners at the annual District Meeting
10. Conduct any committee meetings as necessary
Past & Upcoming Activities:
SubCommittee
Social Action
Social Action
Health and
Wellness
Political
Acton
Objective
Activity
Deadline
Status/Comments
Disseminate Chapter of
the Year
Guidelines/Requirements
for November 1, 2010October 31, 2011
Select 12th District
Chapter of the Year
Winners
Email COTY
guidelines to
entire 12th
District via
DKRS
Judge and Select
COTY Winners
October
2011
Completed
May 31st
2012, 12th
District
Meeting
Inform the Brotherhood
about important health
tips and ways to prevent
diabetes, obesity and
other harmful ailments
To keep the Brotherhood
abreast of legislation,
decisions and
information that affect us
as a people
Distribute Health
and Wellness
Information
Quarterly
More
Information
to Follow
Winners
announced at 12th
District Meeting
Founders’ Banquet
(Saturday June 2,
2012)
More Information
to Follow
Promote Voter
Registration for
upcoming
elections (June 5
and November 6,
2012).
Ongoing
Individual
chapters are
conducting Voter
Registrations
Drives and
working on
awareness within
their individual
communities
Recommendations:
SubCommittee
Social Action
Recommendation
Purpose
Purchase of Plaques
for Chapter of the
Year Winners
To recognize chapters
for their great work.
Page 76 of 81
Financial
Target Start
Impact
Date
Approximately April 2012
$400.00
Chapter of the Year Requirements/Criteria below (per the Omega Psi Phi Fraternity, Inc. International
Social Action Committee). Please note these requirements contain NEW and UPDATED
INFORMATION and you need to read in detail.
OMEGA PSI PHI FRATERNITY, INC.
INTERNATIONAL SOCIAL ACTION COMMITTEE
TO:
SUBJECT:
DATE:
Omega Psi Phi Fraternity, Inc.
Social Action Recognition Criteria
September 1, 2011
In this report we establish a fraternal standard for judging Social Action activity by chapters. The
implementation of this standard at the International level will allow our districts and chapters to
understand, with clarity, how Omega recognizes and judges Social Action. Following these guidelines is
strongly recommended.
The criteria to be used for the determination of International Social Action Award recipients are listed
below:
1. In order to be considered the District or International Social Action Chapter of the
Year each chapter must complete at a minimum the following seven (7) programs in
this section: Achievement Week, Scholarship, Talent Hunt Program, Memorial
Service, Reclamation and Retention, NAACP and College Endowment Fund. No points
will be given to programs in this section, only a check for completion. Any chapter
that fails to complete each of the seven internationally mandated programs will not be
given further consideration by the District or International Social Action Committee.
2. 25 points for each of the Special Emphasis Programs completed by the Chapter:
Fatherhood Initiative
Health Initiatives
Big Brother-Big Sister
National Diabetes Program
Mentoring
Voter Registration, Education, and Mobilization
Domestic Violence
Charles Drew Blood Drives
3. 10 Points for any new social action program other than mandated or special emphasis
programs. An activity is considered a Social Action Activity when the Chapter participates
with another organization or independently takes on a project that provides significant
support to the community. Mandated or special emphasis programs that are duplicated or
performed more than once during the fiscal year should be listed under this section and
receive 10 points each time the mandated or special emphasis program is performed. Some
examples are, but not limited to, the following:
Food and Clothing Drives
Thanksgiving Baskets to the Needy
United Way
Sickle Cell Foundation
Senior Citizen Projects
Mentoring and Educational Projects
Campus/ City/County Clean-Up Projects
Boys and Girls Clubs
Black on Black Crime Workshops
American Cancer Society
United Negro College Fund (UNCF)
Habitat for Humanity Projects
City and State Humanitarian Projects
4. One (1) point for each $100.00 donation to any Social Action Project by the Chapter or
by another organization in the name of Omega. Proof of documentation will be a letter
Page 77 of 81
on company letterhead from the company in which the chapter or brother donated the
money or a copy of the annual report indicating the donation. Points for scholarship
donations will not be counted in the Social Action Report.
5. 10 points for each media documented community service award received for work involved
in the community by the Chapter or a Brother in the Chapter. Proof of documentation can be
of any of the following: letter written on company letterhead, local newspaper article,
electronic newspaper web-site, magazine article, TV story, or a copy of the annual report
indicting service to the community.
All activities, projects, awards, and donations must be clearly listed on the Social Action Report
Form. A compact disk (CD) is required with documentation of all activities including donations or
example, dates must be listed and appropriate supporting documentation attached.
Parties, dances or other social activities designed to raise funds and/or support community organizations
may be considered as a Social Action activity; however, those events that only involve the Chapter
Brothers and their families will not be considered as a Social Action Project or Activity.
Three award categories have been developed based on membership type and size: small graduate chapters
(5 to 49 brothers), large graduate chapters (50 brothers or more) and an undergraduate chapter. Districts
will submit the reports from each category to the International Chairman for consideration for the
International Social Action Chapter(s) of the Year.
Page 78 of 81
Omega Psi Phi Fraternity, Inc.
12th District
Ways and Means Committee
Chairman: Brother Dennis Martinez (Theta Pi)
1374 Gordon Lane, Santa Rosa, CA 95404
Phone: (707) 526-1251
Email: goldrunq@yahoo.com
Subcommittees
Budget & Finance: Brother Robert Robinson, Lambda Omicron
Economic Development: Brother Charles Peevy, IPDR
Committee Activities to Date:
Brothers Martinez and Robinson prepared the proposed 2012/2013 District budget for
presentation at the annual District Meeting.
2. Monitored adherence to the budget and conducted quarterly reconciliation of the financial
reports and expense vouchers.
Analysis of Fiscal Condition:
1.
Analysis of the 12th District’s current fiscal condition has indicated the following:
1.
2.
3.
4.
5.
6.
7.
8.
The economic development investment fund is healthy, as indicated in the Investment
Committee report.
The current YTD expenses reported by the District Keeper of Finance indicate that all
District Officers, representatives, and committee chairs will very likely utilize their budget
allocations for the current year.
The economic trend indicators, as detailed in the U. S. Bureau of Labor Statistics report on
the Consumer Price Index, reflect an overall price increase for consumer goods and services
for 2011 at 3.2%, with transportation costs up by 9.8%. This rate of inflation will likely
continue through the fiscal year 2012/2013. The budget proposal was prepared with that
projection in mind.
The 12th District has austerity measures in place with the goal of limiting the impact of
inflation on out operating capital. I. e.: Reimbursement for travel only utilizing economy
fares as priced 30 days ahead of the event, (elected officers - round trip, appointed area
representatives and chairs - one way); the DR review for approval of extraordinary expenses;
an expense cap for each line item, etc.). However, in some instances, such as a short-notice
trip by the District Counselor or other brother for an investigation, we may be required to pay
a higher fare.
The District Counselor expense line item was increased to $1,500, recognizing the potential
need for short-notice trips in urgent situations. (Line 17).
The expense line item for the Immediate Past District Representative has been increased to
$1,500. We often utilize the IPDR as an ambassador to other districts and for the Conclave
planning committee. (Line 20).
The expense line items for the Alaska, Pacific Northwest and Southwest Areas have been
increased to $600 each, due to the increased airfares involved flying within their areas, as
well as to District meetings. (Lines 21, 22, and 23)
With the elimination of the Ernest E. Just Foundation Raffle, we recognize that the EEJF will
lose significant income that has been realized through the revenue generated in past raffles.
Page 79 of 81
Therefore, we will make an annual contribution of $1,500 to the EEJF in compensation.
(Line 44).
9. The 12th District will likely host the Grand Conclave in 2016. To that end, it is imperative
that we continue to support the Conclave Development fund in order to ensure that 12th
District members are well represented in the process of preparation and negotiation from now
until the Conclave.
Recommendation:
I recommend approval of the proposed 2012/2013 Budget.
Page 80 of 81
12TH DISTRICT OF OMEGA PSI PHI FRATERNITY, INC.
PROPOSED BUDGET FISCAL YEAR 2012/2013
A
B
C
D
E
F
G
I
H
FY10 Budget Compare FY10 %
FY 2012/2013
FY 2011/2012
PROPOSED
BUDGET
APPROVED
BUDGET
FY10/11 YTD 2010/2011 FY 10/11 OVER over/ THRU
APPROVED
(UNDER)
under
Actuals
BUDGET
BUDGET
budget
OPERATING INCOME:
1 GRADUATE DUES
$50
750
$37,500.00
$25,375.00
$723.00
2.6%
2 UNDERGRADUATE DUES
$15
75
$1,125.00
$900.00
$1,200.00
$750.00
$450.00
60.0%
3 LATE FEES
$28,723.00 $28,000.00
$5
250
$1,250.00
$1,250.00
$1,540.00
$1,250.00
$290.00
23.2%
4 MSP REBATES / FEES
$50
35
$1,750.00
$1,500.00
$2,700.00
$2,500.00
$200.00
8.0%
5 UG MSP FEES
$50
35
$1,750.00
$1,000.00
$0.00
$0.00
$0.00
0.0%
$3
50
$150.00
$500.00
$150.00
$1,000.00
$552.00
$2,555.00
$0.00
$0.00
$552.00
$2,555.00
0.0%
0.0%
$25.00
$0.00
$25.00
$8,000.00
$3.28
$4,744.40
$100.00
$5,000.00
$44,050.00
$39,200.00
12 DISTRICT REPRESENTATIVE
$7,000.00
$7,000.00
$7,007.06
$7,000.00
13 1ST VICE DISTRICT REPRESENTATIVE
$3,500.00
$3,500.00
$3,068.79
$3,500.00
14 2ND VICE DISTRICT REPRESENTATIVE
$2,000.00
$2,000.00
$1,522.61
15 KEEPER OF RECORDS AND SEAL
$1,500.00
$1,500.00
$427.07
16 KEEPER OF FINANCE
$1,000.00
$1,000.00
$1,002.09
$1,000.00
$2.09
0.2%
17 DISTRICT COUNSELOR
$1,500.00
$1,200.00
$2,103.40
$1,000.00
$1,103.40
110.3%
18 DISTRICT CHAPLAIN
$1,000.00
$1,000.00
$1,629.37
$1,000.00
19 DISTRICT MARSHAL
$150.00
$150.00
$0.00
$150.00
6 REINSTATEMENT FEES
7 DISTRICT MEETING SPLIT
8 INTEREST INCOME FROM SAVINGS
9 ECONOMIC DEVELOPMENT / OTHER INCOME
10 TOTAL OPERATING INCOME
$42,017.68 $37,600.00
($96.72)
($255.60)
$4,417.68
-96.7%
-5.1%
11.7%
OPERATING EXPENSES:
20 IMMEDIATE PAST DISTRICT REP
$7.06
0.1%
($431.21)
-12.3%
$2,000.00
($477.39)
-23.9%
$1,500.00
($1,072.93)
-71.5%
$629.37
($150.00)
62.9%
-100.0%
$1,500.00
$1,000.00
$1,921.25
$1,000.00
$921.25
92.1%
21 ALASKA STATE REPRESENTATIVE
$600.00
$400.00
$262.16
$400.00
($137.84)
-34.5%
23 NORTHWEST AREA REP.
$600.00
$400.00
$164.40
$400.00
($235.60)
-58.9%
22 SOUTHWEST AREA REPRESENTATIVE
$600.00
$400.00
$0.00
$400.00
($400.00)
-100.0%
24 NORTHERN CALIFORNIA AREA REP.
$400.00
$400.00
$0.00
$400.00
($400.00)
-100.0%
25 SOUTHERN CALIFORNIA AREA REP.
$400.00
$400.00
$0.00
$400.00
($400.00)
-100.0%
26 PUBLIC RELATIONS
$1,000.00
$1,000.00
$1,000.00
$1,000.00
$0.00
27 COMMUNITY & CIVIC AFFAIRS
$6,000.00
$6,300.00
$5,963.01
$5,700.00
$263.01
28 HISTORY & ARCHIVES
$250.00
$250.00
$0.00
$250.00
($250.00)
-100.0%
29 WAYS & MEANS
$600.00
$600.00
$0.00
$1,000.00
($1,000.00)
-100.0%
30 RULES
$400.00
$400.00
$0.00
$400.00
($400.00)
-100.0%
$1,400.00
$1,400.00
$951.06
$1,200.00
($248.94)
-20.7%
$400.00
$400.00
$430.98
$400.00
$1,000.00
$1,000.00
$955.10
31 MEMBERSHIP
32 SOCIAL ACTION
33 U/G NATIONAL MEETINGS
34 MSP ADMINISTRATION
35 PRINTING DISTRICT/COUNCIL MEETING BOOKS
36 BANK CHARGES & OTHER EXPENSES
38 BONDING
39 LEADERSHIP CONFERENCE
40 CONCLAVE EXPENSES
41 CONCLAVE YOUTH LEADERSHIP CONFERENCE
0.0%
4.6%
$30.98
7.7%
$1,000.00
($44.90)
-4.5%
$500.00
$500.00
$0.00
$500.00
($500.00)
-100.0%
$1,000.00
$1,000.00
$885.90
$1,000.00
($114.10)
-11.4%
$50.00
$50.00
$24.75
$50.00
($25.25)
-50.5%
$310.00
$310.00
$309.73
$310.00
($0.27)
-0.1%
$3,000.00
$0.00
$0.00
$0.00
$0.00
0.0%
$0.00
$3,000.00
$3,863.00
$3,000.00
$863.00
28.8%
$0.00
$1,000.00
$0.00
$0.00
42 DISTRICT YOUTH LEADERSHIP CONFERENCE
$1,000.00
$1,000.00
$0.00
$1,000.00
43 CONCLAVE DEVELOPMENT
$3,200.00
$0.00
$0.00
$0.00
$1,500.00
$600.00
$43,960.00
$0.00
$600.00
$39,160.00
$90.00
$40.00
$6,261.84
$40.00
$6,221.84
15554.6%
$2,000.00
$2,090.00
$2,000.00
$2,040.00
$1,814.93
$8,076.77
$1,500.00
$1,540.00
$314.93
$6,536.77
21.0%
424.5%
44 CONTRIBUTION TO E. E. JUST FUND
45 OTHER EXPENSES
46 TOTAL OPERATING EXPENSES
47 NET OPERATING SURPLUS (DEFICIT)
$0.00
$0.00
$2,264.11
$600.00
$35,755.84 $37,560.00
$0.00
($1,000.00)
$0.00
$0.00
$1,664.11
($1,804.16)
0.0%
-100.0%
0.0%
0.0%
277.4%
-4.8%
NON-OPERATING INCOME:
48 INVESTMENT FUND REALIZED GAIN
49 TOTAL NET SURPLUS (DEFICIT)
Page 81 of 81