12th district meeting report manual web viewpresent at roll call financial chapters attend financial...

Omega Psi Phi Fraternity, Inc.12th District

2012 District MeetingIndian Wells, CA

May 31-June 3, 2012

Hosted byPi Rho Chapter

District Reports Manual

“Look to the West, O Omega!”

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Table of Contents

Agenda....................................................................4Minutes 2012 Winter 12th District Council Meeting5

District Officer Reports.............................1730th 12th District Representative............................191st Vice District Representative............................212nd Vice District Representative............................24District Keeper of Records and Seal.....................26District Keeper of Finance....................................32District Counselor.................................................41District Chaplain...................................................43District Public Relations Officer..........................44

Area Representative Reports.....................45Alaska Area Representative..................................47NorCal Area Representative.................................48PacNW Area Representative................................51Southwest Area Representative............................53Southern Cal Area Representative........................60

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Special Committee Reports.......................63Investment Team..................................................6412th District Raffle.................................................66

Standing Committee Reports.....................67Community & Civic Affairs Committee..............68History and Archives Committee.........................70Membership Committee.......................................71Rules Committee..................................................73Social Action Committee......................................75Ways and Means Committee................................79

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Omega Psi Phi Fraternity, Inc.12th DistrictAgenda

2012 12th District MeetingHosted by Pi Rho ChapterMiramonte Resort and Spa

45000 Indian Wells Lane, Indian Wells, CA 92210June 1, 2012

Attire - Business

8:00AM – 12:00 Noon 1st Plenary SessionCall to Order - Brother Sedrick Spencer – 30th 12th District RepresentativeWelcome Remarks Brother Ronan Hill, Southern California Area Representative

Brother Melvin Palmer, Basileus – Pi Rho ChapterIntroduction of District OfficersFormal OpeningRoll Call – Brother Nicholas Thompson – DKRSMinutes – Winter 2012 District Council Meeting – Brother Nicholas ThompsonOfficer Reports - 12th District Representative Presiding

12th District Representative - Brother Sedrick Spencer1st Vice District Representative - Brother Fred Alexander2nd Vice District Representative - Brother Aundrey PageDKRS - Brother Nicholas ThompsonDKF - Brother W. Kelly Shannon

Investment Team - Brother W. Kelly ShannonDistrict Counselor - Brother Lawton Connelly JrDistrict Chaplain - Brother Derrick DelaneyPublic Relations - Brother Robert Woodson67th District Marshal - Brother Jalani BakariImmediate Past 12th District Representative - Brother Charles C. Peevy

Nominations12:00PM – 1:30PM Undergraduate Luncheon1:30PM – 2:00PM District Photo2:00PM – 6:00PM 2nd Plenary Session

Supreme Council Updates Area Representative Reports – 2nd Vice District Representative PresidingCommittee Chairman Reports – 1st Vice District Representative Presiding

Community and Civic Affairs – Brother Timothy Melton, IIIHistory and Archives – Brother Darroll LoveMembership – Brother Eddie BickhamRules - Brother James WalkerSocial Action – Brother Shamann WaltonWays & Means – Brother Dennis Martinez

Special Reports - 12th District Representative Presiding12th District Raffle - Brother AlexanderStop The ViolenceBig Brother Big Sister12th District Mentorship ProgramFatherhood Initiative

District ElectionsMemorial ServiceFormal Closing

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Minutes 2012 Winter 12th District Council MeetingMarch 24, 2012

Marriott Courtyard Portland City Center550 SW Oak St Portland, ORHosted by Zeta Nu Chapter

I. Meeting Call to Order and Formal Opening– Brother Sedrick Spencer, 30th 12th DR at 8:58AM PDTII. Opening Prayer – Brother John Arrington, Immediate Past District ChaplainIII. Welcome by Brother John Johnson, Pacific Northwest Area RepresentativeIV. Welcome from Brother Jerry Jackson, Zeta Nu Chapter BasileusV. Roll Call

Officer Name Attend Chairman Name Attend

12th District Representative Sedrick M Spencer P Alaska State Rep Charles Whittaker A1st Vice District Representative Freddrick L Alexander P Pacific Northwest Area Rep John H Johnson Jr P2nd Vice District Representative Aundrey D Page A Southwest Area Rep William A Smith PDKRS Nicholas D Thompson P Northern Cal Area Rep Timothy E Waters ADKF W. Kelly Shannon P Southern Cal Area Rep Ronan K Hill PDistrict Counselor Lawton Connelly Jr P Civic Affairs Timothy Melton III PImmediate Past DR Charles C. Peevy P History and Archives Darroll D Love ADistrict Chaplain Derrick L Delaney A Membership Eddie Bickham ADistrict Public Relations Officer Robert L Woodson P Rules James D Walker P67th District Marshal Darryl E Martin A Social Action Shamann Walton A

Ways & Means Dennis R Martinez P 10 of 21 present at Roll Call

Financial Chapters Attend

Financial Chapters Attend Non - Financial Chapters Attend

Alpha Mu (U) A Omicron Nu A Chi Alpha Alpha P(2)Alpha Rho P(1) Phi Beta Beta P(1) Delta Alpha Alpha AAlpha Theta A Phi Iota P(3) Mu Kappa Kappa ABeta Mu Mu A Phi Omicron P(1) Phi Lambda (U) P(1)Chi Nu (Ux) A Pi Rho P(1) Xi Mu (U) ADelta Iota Iota P(1) Psi Xi A Zeta Mu (U) ADelta Pi P(10) Sigma Iota P(3) Zeta Nu P (9)Epsilon Mu A Sigma Iota Iota P(1) Zeta Rho AEpsilon Xi P (2) Tau Alpha Alpha AEta Alpha Alpha P(1) Tau Tau P(2)Iota Iota Iota P (2) Theta Pi P(1)Gamma Alpha Alpha A Xi Gamma Gamma ALambda (U) A Xi Nu P(1)Kappa Xi P(1) Zeta Tau ALambda Omicron A Zeta Upsilon P(2)Mu Alpha Alpha A 14 of 31 present at Roll Call

# Former 12th DR’s Attend # Former 12th DR’s Attend # Former 12th DR’s Attend12 Philmore Graham 20 Jewett Walker, Jr. 26 Keith Neal14 Hayves Streeter 21 Lewis Sears, Jr. 27 Lymus Capehart, Jr.17 Arnold Butler 22 Raymond Gibson 28 Grieg Boone18 Edgar Bridges 23/25 Carl Blunt19 James Grady 24 Ricky Lewis

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.

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VII. Officer Reports –1st Vice DR presidingA. 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, etcii. Nov 2011 paid $25, 000 because we did not meet room nights againiii. Various reason – Bad contract negotiated; Lack of control, brothers getting rooms, but going outside room

block; brothers blocking rooms and selling to other brothersiv. Grand Counselor has recommended Fraternity contract with only one host hotel, this way we control the rooms

2. Missing Items: Frank Boykin missing watch3. 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 training6. 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 premiumi. 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 events8. Alcohol at District and Chapter events – Brothers drinking at the event, then drove home, had car accident and

now wants to sue Fraternityi. 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 approvedii. 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 cleaniii. If it’s 2010 and post current Grand Basileus – some issues in transitioning, may be able to do sameiv. 2011 – Need proof from chapter to clear.

Class Type Date Num Chapter Name Balance12 Invoice 11/1/2011 668FY12I Zeta Tau - 000668 50012 Invoice 11/1/2011 668FY12C Zeta Tau - 000668 20012 Invoice 11/1/2011 691FY12I Zeta Rho - 000691 50012 Invoice 11/1/2011 691FY12C Zeta Rho - 000691 40012 Invoice 11/1/2011 714FY12I Zeta Nu - 000714 50012 Invoice 11/1/2011 714FY12C Zeta Nu - 000714 20012 Invoice 11/1/2011 291FY12I Zeta Mu - 000291 50012 Invoice 11/1/2011 291FY12C Zeta Mu - 000291 10012 Invoice 11/1/2009 299FY10-C Xi Mu - 000299 10012 Invoice 11/1/2011 299FY12I Xi Mu - 000299 50012 Invoice 11/1/2011 299FY12C Xi Mu - 000299 10012 Invoice 11/1/2010 802FY11C Tau Alpha Alpha - 000802 10012 Invoice 11/1/2010 802FY11I Tau Alpha Alpha - 000802 50012 Invoice 3/2/2011 195FY26-D Sigma Iota Iota - 000873 3012 Invoice 11/1/2008 587FY09-C Sigma Iota - 000587 50012 Invoice 11/1/2009 587FY10-C Sigma Iota - 000587 103012 Invoice 11/1/2011 231FY12I Sigma Eta - 000231 50012 Invoice 11/1/2011 231FY12C Sigma Eta - 000231 10012 Invoice 11/1/2011 282FY12I Phi Lambda - 000282 50012 Invoice 11/1/2011 282FY12C Phi Lambda - 000282 100

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Class Type Date Num Chapter Name Balance12 Invoice 11/1/2010 828FY11C Phi Beta Beta - 000828 30012 Invoice 11/1/2010 828FY11I Phi Beta Beta - 000828 50012 Invoice 11/1/2011 891FY12I Mu Kappa Kappa - 000891 50012 Invoice 11/1/2011 891FY12C Mu Kappa Kappa - 000891 10012 Invoice 11/1/2011 603FY12C Lambda Omicron - 000603 50012 Invoice 7/14/2011 195FY108-D Kappa Xi - 000766 10012 Invoice 11/1/2008 294FY09-C Iota Mu - 000294 180012 Invoice 11/1/2009 294FY10-C Iota Mu - 000294 10012 Invoice 11/1/2011 864FY12I Iota Iota Iota - 000864 50012 Invoice 11/1/2011 864FY12C Iota Iota Iota - 000864 20012 Invoice 11/1/2010 736FY11C Delta Pi - 000736 50012 Invoice 11/1/2010 736FY11I Delta Pi - 000736 30012 Invoice 11/1/2011 787FY12I Delta Alpha Alpha - 000787 50012 Invoice 11/1/2011 787FY12C Delta Alpha Alpha - 000787 20012 Invoice 11/1/2011 805FY12I Chi Alpha Alpha - 000805 50012 Invoice 11/1/2011 805FY12C Chi Alpha Alpha - 000805 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 Conclavei. 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 12th District submitted by Brother Jewett Walkeriii. Process: IHQ looks at the submission packet, if good then send nominee a packet to complete.

13. Grand Officer candidates 2012i. Brother Kelly Shannon is running for Grand KF; There may be another candidate out of the 12th

ii. No Candidates forum at 12th Districtiii. Brother Aundrey Page is planning to run for 2nd Vice Grand Basileusiv. 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 yearsi. 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 it16. 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 Courseii. They have opened the block up with no room locked in

17. Raffle is occurring18. Ask each Area to hold one community service project19. 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 2nd.

i. Unreadinessa. John Arrington (Phi Omicron) – Chapters that owe, how are they cleared? Will work with IHQ to clearb. Lawton Connelly (Phi Iota) – Continued MSP? It’s continuing educationc. James Walker (Sigma Iota) - Accounts received owed by chapter? It may be past dues, CEF, Insurance

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d. John Johnson (Delta Pi) – 1. Financial support for candidates? Neither candidate has requested funds2. 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 brotherhoodf. Tommy Rosser (Chi Alpha Alpha) –MSP Certification? Ask Counselor to provide list to IHQg. 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/Sath. 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

information4. We give brothers information, have them go on-line and find their rep and book meeting5. 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 it7. We are the only Fraternity that does a Day at the Capitol; it’s been very positive. Kappa Xi did

something similar in Carson Cityi. 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 Constitutionii. Which constitution case there are so manyiii. Constitution addresses it but it’s not extensive and very general. We all meet the 3 or 4 lines thereiv. We need to establish specific criteria in the constitution so it doesn’t change when a new Grand

comes into office2. Again, what is successful process? Depends on what the goal is. If financial, then we have to look at

number of men brought ini. We haven’t done this since Lee Elder in 2004ii. 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 list3. 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 Districtj. 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 Representative1. 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

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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 brothersii. 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. Unreadinessa. John Johnson (Delta Pi)

1. IT website maintenance? DR moved it to fall under DKRS2. Has t here been any discussion on dues on-line payment? Yes, but haven’t worked out how to do the

forms as yet3. Mentioned several ideas for using website based on past Delta Pi experiences with 2011 District

Meetingi. DR requested a list of ideas be submitted and the council will review to determine what can be

implemented4. Volunteered Delta Pi chapter to assist in making this happen

ii. Motion Carried UnanimouslyC. Report of the Second Vice District Representative – not present

1. Accepted as presented in report bookD. Report of the District Keeper of Records and Seal – departed meeting early

1. Accepted as presented in report book2. 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 assets2. Reinstatement fees & District Meeting Split contributed significantly to Revenue3. 2011 did not have unexpected large expense (2009 AK Meeting and 2010 Blunt Grand Basileus campaign) as in

past years4. 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 numbers6. Investment fund, ~$83K, had some volatile months but is posted a modest gain from 20107. Other expenses included website design ($750), past DKRS expenses ($893), Undergraduate congratulations

($300), disbursement for flag sales ($169.82) & 12th District ad design8. 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 2nd

i. Unreadinessa. John Johnson (Delta Pi) – FY10 – Economic Development amount? What’s the other?

1. DKF responded it was driven by 2010 Raffle; 2011 includes MSP fines2. MSP future Dues placed in liability account and realized in the year they apply3. DR noted we addressed these issues at last meeting

b. Frank Boykin (Delta Pi) - ??Order – DKF helped; Delta Pi to address their financial obligation

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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 UnanimouslyF. 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 Fraternityi. 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 2nd semester freshman, which he is reviewing.7. Motion to accept District Counselor Report by Brother Lawton Connelly (Phi Iota) and 2nd.

i. Unreadinessa. Dennis Martinez (Theta Pi) – will printed certificate/proof of completion prior to 11/1/11 be accepted?

Unknown, will ask Grand Counselorb. 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 11/1/11c. 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 Ingramii. Motion Carried Unanimously

8. DR spoke of a pilot program, looking to accept 2nd 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 programii. 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, DPRO1. 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. Unreadinessa. 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 12th District in this edition.

c. DR noted that Centennial Gala DVD’s available for $10 – the program and a lot of photos on DVDii. Motion Carried Unanimously

H. Report of the 67th District Marshal - Brother Sedrick Spencer, 30th 12th District Representative1. Noted that Jalani’s daughter, similar to Tim Waters’ daughter, is playing in the CA state basketball championship,

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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 questionsi. John Arrington (Phi Iota)

a. How many registered? About 160-170 brothers registered, but 380 room nights, yes Delta’s are comingb. 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 listiv. 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 websitev. 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 outa. 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, President1. Noted there’s about $39, 000 in the account2. Website is: eejycs.org3. Mentorship Programs – all chapters who conduct youth mentorship programs, using their data to establish a

District-wide mentorship program4. Voiced his appreciation to the DR for his work

J. District Representative Comments1. 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 Omegaa. 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 12th 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 ReportsA. 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 license3. Motion to accept Pacific Northwest Area Representative Report by Brother John Johnson (Delta Pi) and 2nd.

i. Unreadinessa. Lawton Connelly (Phi Iota)

1. Under Issues, it should be Chi not Xi, Alpha Alpha2. 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 of 85

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

Purpose2. Read in 7 young men for Phi Lambda; they are enrolled at Cal St Fullerton and University of Laverne3. Next SoCal Area Meeting, May 12 9am-1pm, hosted by Lambda Omicron and Lambda chapters4. Motion to accept Southern California Area Representative Report by Brother Ronan Hill (Tau Tau) and 2nd.

i. Motion Carried UnanimouslyC. 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 youth3. Future goals – continuing to build database of forms and best practices; keeping each of the chapters aware of

what is happening within the Area4. 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. Unreadinessa. 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 6th District as they want some help in South

CarolinaC. Grant is for $80,000 - $120,000 over a three year period.D. We are educating our undergraduates with regard to sex educationE. 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, Chairman1. Talent Hunt – new committee chairs and their contact info in report

i. Send your winners data to Dion Vines2. Scholarship deadline has passed3. Motion to accept Community and Civic Affairs Report by Brother Tim Melton (Tau Tau) and 2nd.

i. Unreadinessa. John Johnson (Delta Pi) - Question on Form77 and COTY. This falls under Social Action and will address

ii. Motion Carried UnanimouslyB. 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 TBAiii. 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

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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 UnanimouslyC. Ways & Means – Brother Dennis Martinez, Chairman

1. Creating budget for new year2. District operated last year within budget3. 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 term5. Motion to accept Ways and Means Report by Brother Dennis Martinez (Theta Pi) and 2nd.

i. Unreadinessii. Motion Carried Unanimously

NOON Prayer led by Brother Dr John Arrington

Guest Speakers Dr James Mason – Multicultural HealthLou Frederick – Black Caucus, Oregon State Legislature

XI. Special CommitteesA. 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, 2012ii. $1.00 invested in DJIA in Oct 2005 = $1.02 as of February 29, 2012iii. $1.00 invested in S&P 500 in Oct 2005 = $1.02 as of February 29, 2012iv. $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 neededB. DR comments regarding funding and where money is in the 12th District

1. In 7th District, the DR had access to funds, and it is assumed he extorted funds from the Fraternity2. 12th District Representative does not have access to funds, Spencer does not, Peevy did not, Alexander will not3. Only money DR touches is from reimbursements4. Money goes through DKRS5. Reimbursements require filling out proper forms and sending to DKF6. Also, the officers are bonded as well

C. District Raffle – Fred Alexander1. At Fall Council Meeting, the District voted to hold once again2. Tickets have been distributed.3. We want stubs and funds submitted by May 1 so we can include in the report packet at District Meeting4. Breakdown of past expenses and net profit

Category 2011 Actual 2010 ActualRevenue $9,495 $10,090Awards ($1,750) ($3,000)EEJYCS Admin. Fee (ticket printing & mailing paid by EEJYCS) ($950) ($1009)Area Incentive ($1,000) ($1,000)Net Profit $5,795 $5,081

D. Mentoring Program – James Walker1. Named Ernest Everett Just Youth Mentoring Program 2. We want people to come to Omega when they think of mentoring

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3. Backgroundi. Found that our metrics differ from program to program, so this is room for improvementii. We have to own our body of work

4. Surveyi. Four geographic regions focused (to start) – SoCal, NorCal, Phoenix and Las Vegasii. Average of 9 brothers working in each programiii. Average of 35 mentees (as few as 20, upwards of 100)

5. Mentoring Teami. Initial Findings – created and manned 3 sub-committees: Administration, Mission Statement, and Program

6. Sub-Committee Resultsi. Created Mission Statement, Value Statement, Social and Behavioral Determinants, and Program Focus Areas

7. Identified 12th District Deliverables and Chapter Deliverables8. Next Steps9. Questions

i. Jeffery Williams (Delta Iota Iota) –which chapters did you survey, and do we have to change our programa. 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 fundingc. 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 programii. 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 fundingiv. 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 academicsvi. Brother Spencer noted this is separate from Fraternity, so it will have to have its own insurance

a. Only chapters participating will be coveredXII. Good of the Order

A. 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

B. Brother Shannon asked that brothers speak with others outside the District and ask for their support and vote.C. 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.XIII. Meeting adjourned at 13:36pm PDT, with closing prayer by Brother Dr John Arrington

XIV. Meeting Call to Order and Formal Opening– Brother Sedrick Spencer, 30th 12th DR at 8:39AM PSTXV. Welcome by Brother Ronan Hill, SoCal Area RepresentativeXVI. Opening Prayer – Brother Derrick Delaney, District ChaplainXVII. DR acknowledged Brother Kenneth Barnes, International Executive DirectorXVIII. Welcome from Brother Aundrey Page, Lambda Chapter BasileusXIX. Roll Call

Officer Name Attend Chairman Name Attend12th District Representative Sedrick Spencer P Alaska St Rep Charles Whittaker P1st Vice District Representative Fred Alexander P Pacific Northwest Area Rep John Johnson P2nd Vice District Representative Aundrey Page P Southwest Area Rep William Smith ADKRS Nicholas Thompson P Northern Cal Area Rep Tim Waters PDKF W. Kelly Shannon P Southern Cal Area Rep Ronan Hill PDistrict Counselor Lawton Connelly P Civic Affairs Tim Melton III PImmediate Past DR Charles C. Peevy P History and Archives Darroll Love ADistrict Chaplain Derrick Delaney P Membership Eddie Bickham ADistrict Public Relations Officer Robert Woodson P Rules James Walker P66th District Marshal Marlowe Gilmore A Social Action Shamann Walton A67th District Marshal Jalani Bakari A Ways & Means Dennis Martinez P

13 of 22 present at Roll Call

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Financial Chapters Attend

Financial Chapters Attend Financial Chapters Attend

Alpha Rho P (3) Kappa Xi A Sigma Iota Iota AAlpha Theta A Lambda Omicron P (5) Tau Alpha Alpha ABeta Mu Mu P (4) Mu Alpha Alpha A Tau Tau P (7)Chi Alpha Alpha (Ux) A Mu Kappa Kappa A Theta Pi P (2)Chi Nu (Ux) A Omicron Nu P (1) Xi Gamma Gamma P (1)Delta Alpha Alpha A Phi Beta Beta P (4) Xi Mu (U) ADelta Iota Iota P (4) Phi Iota P (4) Xi Nu P (2)Delta Pi P (1) Phi Lambda (U) A Zeta Mu (U) AEpsilon Xi P (2) Phi Omicron P (4) Zeta Nu AEta Alpha Alpha P (1) Pi Rho P (3) Zeta Rho AIota Iota Iota A Psi Xi A Zeta Tau P (3)Gamma Alpha Alpha P (1) Sigma Iota P (5) Zeta Upsilon A (1)Lambda (U) P (1) 19 of 37 present at Roll Call

# Former 12th DR’s Attend # Former 12th DR’s Attend # Former 12th DR’s Attend12 Philmore Graham 20 Jewett Walker, Jr. 26 Keith Neal14 Hayves Streeter 21 Lewis Sears, Jr. 27 Lymus Capehart, Jr.17 Arnold Butler 22 Raymond Gibson 28 Grieg Boone18 Edgar Bridges 23/25 Carl Blunt19 James Grady 24 Ricky Lewis 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 presidingA. 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 address1. Bullet point 5 of Rubric addresses this.

ii. Motion carried unanimouslyB. 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 African-American mentors out there are not black but mentoring our children

2. Questionsi. Tim Waters (Sigma Iota) – is there a script available? We need a unified message from the Brotherhood

a. Script is being formulated at this timeii. Robert Brown (Phi Beta Beat) – several chapters have same contactiii. Damon Scott (Alpha Rho) recommend chapters collaborate to ensure only one contact fom Omega to BBBSiv. John Johnson (Delta Pi) noted BBBS is on Form 37 as a reportable activity

XXI. General QuestionsA. 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 2ndA. Motion Carried

XXIII. Meeting adjourned at 13:28pm PDT

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District Officer

Reports

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30th 12th District RepresentativeBrother Sedrick Spencer (Epsilon Xi)

7485 Rush River Drive Suite 710 Sacramento, CA 95831Phone - Cell: 916-201-8317 Home: 916-376-0990

[email protected]

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 Meetings6. Re-tooled Ernest E. Just Youth and Community Service Inc. mentor program/12th District

Mentor Task Force7. Held quarterly conference calls with Executive Council, Area Representative and DR

Council8. Designed Undergraduate Leadership Seminar 9. Managed Northern Cal Undergrad SWAT Team and strategic planning meetingActivities and Accomplishments1. Negotiated debt owed to Alaska Hilton ($29,000 owed debt paid $10,500.57)

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mailto:[email protected]

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 calls8. 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 – $200012. 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 Activity1. 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 Conclave3. 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 events5. Make sure to monitor alcohol consumption at District and Chapter events6. 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 Conclave10. 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.”

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1st Vice District RepresentativeBrother Fred Alexander (Alpha Rho)

4238 Ridgemont Court, Oakland, CA 94619Phone - Cell: 510-508-2677

E-mail: [email protected]

1st Vice DR Duties1. 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;

Socialf. 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 20111. April – working with committees to ensure completion of initiatives and reports before

District Meeting2. March – Presided over the delivery of all 12th District committee reports at Winter Council

Meeting in Portland3. 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, CA6. 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. of 85

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 Highlights1. 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

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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!

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2nd Vice District RepresentativeBrother Aundrey D. Page (Lambda)

1 LMU Dr. #5437 Los Angeles CA 90045(408) 314-0158

[email protected]

Past Activities1. International Undergraduate Summit

a. Took place on March 9th and 10th in Atlanta Georgia at the Westin Hotelb. Approx. 300 Undergraduates from all Districts in attendancec. 4 Undergraduates from the 12th District attended.

i. Brothers Aundrey Page and Geary Bledsoe from Lambda Chapterii. 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 Universityiii. Three were initiated via Epsilon Mu at UC Berkeley

b. Currently there are 66 financial undergraduates in the district.

Upcoming Activities and/or Deadlines1. 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 Meetingii. Graduating Seniors

iii. Undergraduate Chaptersiv. Undergraduate Scholars

3. 12th District Marchdowna. Friday, June 1st, 2012 at 6pm (Miramonte Resort in Indian Wells, CA)b. Goal: Minimum of 5 teams participatingc. Team registration email: [email protected] to receive registration form

4. 12th District Undergraduate Leadership Foruma. Saturday, June 2nd, 2012 at 12pm (Miramonte Resort in Indian Wells, CA)b. Goal: 40 Undergraduates in attendancec. 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 Recommendations1. 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:

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First Last Initiation Date Chapter SchoolLouis Finner Jr. March 14, 2009 Beta Mu Mu University of UtahCaleb Jackson October 11, 2008 Chi Alpha Alpha Eastern Washington UnivJohnathan Harris June 13, 2009 Epsilon Xi Sacramento State/Chico StateJamon Larry June 13, 2009 Epsilon Xi Sacramento State/Chico StateKenneth Sparks June 13, 2009 Epsilon Xi Sacramento State/Chico StateGeorge Wallace Jr March 28, 2009 Kappa Xi UNLVHoward Cuveston May 22, 2009 Kappa Xi UNLVGerald Ponder May 22, 2009 Kappa Xi UNLVVincent Poteat May 22, 2009 Kappa Xi UNLVSherwin Parker February 20, 2009 Phi Beta Beta Cal State Long BeachJoe Luckey III May 21, 2009 Phi Lambda Cal Poly PomonaChristopher Osuala Jr. May 21, 2009 Phi Lambda Cal Poly PomonaAdrian Hamilton February 14, 2009 Psi Xi UC Santa BarbaraBill Lewis Jr. February 14, 2009 Psi Xi UC Santa BarbaraBrian Mays II February 14, 2009 Psi Xi UC Santa BarbaraLeon Holston Jr. February 20, 2009 Sigma Eta UCR/Cal St San BernardinoPatrick Majors February 20, 2009 Sigma Eta UCR/Cal St San BernardinoWendyam Ouedraogo February 20, 2009 Sigma Eta UCR/Cal St San BernardinoKenneth Easter March 7, 2009 Xi Nu San Jose StateCameron Island March 7, 2009 Xi Nu San Jose StateAlfred Moosa March 7, 2009 Xi Nu San Jose StateAaron Bernal December 6, 2008 Zeta Mu Cal State Dominguez HillsJamal Hasan December 6, 2008 Zeta Mu Cal State Dominguez HillsDuane Lindsey December 6, 2008 Zeta Mu Cal State Dominguez HillsSamuel Awolope June 20, 2009 Zeta Mu Cal State Dominguez HillsBrian Chinke June 20, 2009 Zeta Mu Cal State Dominguez HillsKenneth Davis June 20, 2009 Zeta Mu Cal State Dominguez Hills

2. Expansion of 12th District Undergraduate Chapters3. Areas that have been identified as possible places for expansion:

a. Oregon, Nevada, Idahob. 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 Chapters5. 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).

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District Keeper of Records and SealBrother Nicholas D. Thompson (Pi Rho)

PO Box 56353 Riverside, Ca 92517Phone - Cell: 951-536-8828 Fax: 951-742-7181


1. Chapters - 51 chartered chapters in 12th Districta. 38 active and financial; 13 inactive

i. Re-activated this year - Alpha Mu, Epsilon Mu, with Pi Chib. To be financial you must have financial members, and paid both CEF and Insurancec. 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

2. 12th District Membershipa. Fiscal Year 2011-12: 4/30/2012

District – 753 IHQ – 892 OLMF DistrictChapt

ers Grad UG Grad UG Finan Non-Finan

District Retain

IHQ Retain Grad UG’s Total

AK 1 19 1 19 1 12 0 90.9% 90.9% Paying 527 3 530NorCal 11 183 24 226 24 36 33 68.4% 79.8% Reclaim 103 0 103PacNW 4 43 7 62 6 9 17 44.6% 60.4% MSP10 24 17 41SoCal 17 339 27 393 29 62 54 69.1% 77.0% MSP11 21 27 48SW 6 102 8 122 10 30 19 70.3% 78.7% MSP12 11 20 31

SUM 39 686 67 822 70 149 123 67.3% 76.7% SUM 686 67 753

b. MSP GrowthYearly MSP Average MSP

GradUG’

sTotal

Grad UG’sTotal

FY07-08 MSP08 42 23 65FY08-09 MSP09 29 28 57 2yr Avg 35.50 25.50 61.00FY09-10 MSP10 24 17 41 3yr Avg 31.67 22.67 54.33FY10-11 MSP11 22 27 49 4yr Avg 29.25 23.75 53.00FY11-12 MSP12 11 20 31 5yr Avg 25.60 23.00 48.60

SUM 128 115 243

c. Year to year membership growth – 4/30/201212th District

# % GrowthChapters Grad UG Total change 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% -0.8%

* Conclave Year

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** Centennial

IHQ# % Growth

Chapters Grad UG Total change 2 yr 3 yrFY07-08* 35 776 FY08-09 33 726 72 798 2.8%FY09-10* 37 821 73 894 12.0% 15.2%FY10-11** 37 910 89 999 11.7% 25.2% 28.7%FY11-12* 38 824 69 893 -10.6% -0.1% 11.9%

3. Conclavea. 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 registration1. $450 Grad/$375 UG

4. Traininga. MSP recertification

i. District Counselor has held several teleconferences to recertify the Brotherhoodb. CKRS Webinar and Conference Call

i. November 2011 – 11 chapters attended1. Covered Form 990, Omega Chapter, NAACP, Centennial Celebration Items

ii. December 2011 – 21 chapters attendediii. January 2012 – 15 chapters attended

1. Walk though of Form 37, and how to completeiv. April 2012 – 14 chapters attended

1. Covered Form 36, IHQ Dues, Form 80, Conclave concernsc. The most frequently misspelled words in Omega Psi Phi

i. Basileus1. Plural Basileis, not Basilei

ii. Perseverance, not PerseverEnceiii. Marshal, like US Marshal, not Marshalliv. Chaplain, not (Charlie) Chaplin

5. Websitea. Looking for a webmaster. Presently, Darroll Love and DKRS are maintaining

6. DEADLINES to remembera. 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 Yearb. 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 sameiii. 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

of 85

Average score on DKRS Scorecard

3.5 yr Average Score

FY11-12 CKRS Score

FY10-11 CKRS Score

FY09-10 CKRS Score

FY08-09 CKRS Score

Weighted Score 100% 100% 100% 100% Total Chapters 36.3 38 37 37 33

Reactivate - Grad 0.75 1 0 2 0 Reactivate - UG 1.25 2 1 2 0

Deactivate - Grad 0.5 0 0 0 2 Deactivate - UG 1.25 2 1 0 2

% Chapters Comply 86.5% 91.6% 89.9% 83.6% 80.8%

# chapters at 100% 9 14 / 222 9

18 6 6

# chapters above 90%+ 22 25 / 3

28 27

30 19 14

Graduate 89.0% 92.8%32 93.6%

30 86.4%

30 83.3%

28

Undergraduate 74.9% 84.2% 6 74.2% 7 72.5% 7 68.5% 5

8. Paperwork submissionsa. Use the updated formsb. Please include Chapter name or Committee Name in subject line and in the File namec. 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 21c. Eliminated all chapter email accounts except Basileus and CKRSd. 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 Personnela. 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. Suspendedi. 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) of 85

v. David Williams (Pi Rho ‘97) – by DR Spencer for MSP violations (Jan 2011)

of 85

2012 DKRS Scorecard 2nd Quarter

of 85

Chapter - 5/15/2012 Type Area

Financ Active

Average CKRS Score

FY11-12 CKRS Score

FY10-11 CKRS Score

FY09-10 CKRS Score

FY08-09 CKRS Score

FY 11-12

Insure

FY 11-12

CEFForm

50Form

53

Form 37

Total

Qtr2 Feb

MarApr

Email Accessed

Total

Qtr2 Feb

MarApr

Weighted Score 100% 100% 100% 100% 20 20 5 5 40 10District Totals 38 37 16 7 6 6 37 38 36 36 28 26

% Chapters Comply 86.1% 91.6% 87.6% 83.6% 80.8% 92.5% 95.0% 90.0% 90.0% 73.7% 57.5% 68.4%Alpha Mu UG NorCal Y 100.0% 100.0% NA NA NA 20 20 5 5 40 10 10.0 YAlpha Rho G NorCal Y 88.1% 100.0% 87.5% 95.0% 70.0% 20 20 5 5 40 10 10.0 YAlpha Theta UG SW Y 72.7% 60.0% 78.0% 80.0% NA 20 20 0 0 20 0 0.0 NBeta Mu Mu G SW Y 100.0% 100.0% 100.0% 100.0% 100.0% 20 20 5 5 40 10 10.0 YChi Alpha Alpha G PacNW N 68.3% 79.0% 79.0% 65.0% 50.0% 0 20 5 5 39 10 10.0 YChi Nu UG NorCal Y 65.0% 90.0% 70.0% 60.0% 40.0% 20 20 5 5 30 0 10.0 YDelta Alpha Alpha G SW Y 76.6% 75.0% 99.0% 60.0% 72.5% 20 20 5 5 20 0 5.0 NDelta Iota Iota G NorCal Y 81.3% 85.0% 87.5% 82.5% 70.0% 20 20 5 5 30 10 5.0 NDelta Pi G PacNW Y 97.5% 95.0% 95.0% 100.0% 100.0% 20 20 5 5 40 10 5.0 NEpsilon Mu UG NorCal Y 100.0% 100.0% NA NA NA 20 20 5 5 40 10 10.0 YEpsilon Xi G NorCal Y 79.6% 90.0% 91.0% 70.0% 67.5% 20 20 5 5 30 0 10.0 YEta Alpha Alpha G SoCal Y 96.9% 100.0% 97.5% 90.0% 100.0% 20 20 5 5 40 10 10.0 YGamma Alpha Alpha G AK Y 99.4% 100.0% 100.0% 100.0% 97.5% 20 20 5 5 40 10 10.0 YIota Iota Iota G SW Y 93.0% 90.0% 99.0% 90.0% NA 20 20 5 5 30 10 10.0 YKappa Xi G SW Y 96.9% 90.0% 100.0% 100.0% 97.5% 20 20 5 5 30 0 10.0 YLambda UG SoCal Y 88.8% 80.0% 97.5% NA NA 20 20 5 5 30 10 0.0 NLambda Omicron G SoCal Y 90.8% 90.0% 88.0% 90.0% 95.0% 20 20 5 5 40 10 0.0 NMu Alpha Alpha G SoCal Y 90.6% 100.0% 95.0% 97.5% 70.0% 20 20 5 5 40 10 10.0 YMu Kappa Kappa G NorCal Y 74.4% 85.0% 90.0% 62.5% 60.0% 20 20 5 5 30 0 5.0 YOmicron Nu G NorCal Y 86.4% 100.0% 88.0% 77.5% 80.0% 20 20 5 5 40 10 10.0 YPhi Beta Beta G SoCal Y 78.6% 95.0% 77.0% 65.0% 77.5% 20 20 5 5 40 10 5.0 NPhi Iota G SW Y 90.8% 100.0% 90.5% 75.0% 97.5% 20 20 5 5 40 10 10.0 YPhi Lambda UG SoCal Y 80.0% 80.0% 80.0% 70.0% 90.0% 20 20 5 0 30 10 5.0 NPhi Omicron G SoCal Y 96.9% 100.0% 95.0% 97.5% 95.0% 20 20 5 5 40 10 10.0 Y

2012 DKRS Scorecard 2nd Quarter continued

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Chapter - 5/15/2012 Type Area

Financ Active

Average CKRS Score

FY11-12 CKRS Score

FY10-11 CKRS Score

FY09-10 CKRS Score

FY08-09 CKRS Score

FY 11-12

Insure

FY 11-12

CEFForm

50Form

53

Form 37

Total

Qtr2 Feb

MarApr

Email Accessed

Total

Qtr2 Feb

MarApr

Weighted Score 100% 100% 100% 100% 20 20 5 5 40 10District Totals 38 37 16 7 6 6 37 38 36 36 28 26

% Chapters Comply 86.1% 91.6% 87.6% 83.6% 80.8% 92.5% 95.0% 90.0% 90.0% 73.7% 57.5% 68.4%Pi Chi G NorCal Y 80.0% 80.0% NA NA NA 20 20 0 5 30 0 5.0 NPi Rho G SoCal Y 97.5% 100.0% 100.0% 100.0% 90.0% 20 20 5 5 40 10 10.0 YPsi Xi G SoCal Y 93.8% 100.0% 97.5% 100.0% 77.5% 20 20 5 5 40 10 10.0 YSigma Iota G NorCal Y 99.4% 100.0% 100.0% 97.5% 100.0% 20 20 5 5 40 10 10.0 YSigma Iota Iota G SoCal Y 73.5% 70.0% 81.5% 72.5% 70.0% 20 20 5 5 20 0 0.0 NTau Alpha Alpha G SoCal Y 77.3% 92.0% 60.0% 80.0% NA 20 20 5 5 32 10 10.0 YTau Tau G SoCal Y 95.0% 100.0% 85.0% 95.0% 100.0% 20 20 5 5 40 10 10.0 YTheta Pi G NorCal Y 90.6% 90.0% 100.0% 85.0% 87.5% 20 20 5 5 30 0 10.0 YXi Gamma Gamma G SoCal Y 83.8% 95.0% 80.0% 80.0% 80.0% 20 20 5 5 40 10 5.0 YXi Nu G NorCal Y 97.5% 100.0% 100.0% 90.0% 100.0% 20 20 5 5 40 10 10.0 YZeta Nu G PacNW Y 66.0% 79.0% 75.0% 60.0% 50.0% 20 20 5 5 29 0 0.0 NZeta Rho G SoCal Y 90.0% 95.0% 97.5% 95.0% 72.5% 20 20 5 5 40 10 5.0 YZeta Tau G SoCal Y 89.9% 94.0% 80.5% 95.0% 90.0% 20 20 5 5 39 10 5.0 NZeta Upsilon G PacNW Y 87.6% 100.0% 95.5% 90.0% 65.0% 20 20 5 5 40 10 10.0 Y

DKRS Scorecard: Active - Have financial members and paid both CEF and InsuranceWeight Categories

Weight Categories

LEGEND: 20% Insurance Paid 5% Form 53 submitted20% CEF Paid 40% Form 37 submitted quarterly5% Form 50 submitted 10% oppf.org email account accessed

of 85

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District Keeper of FinanceBrother Kelly Shannon (Phi Iota)P.O. Box 11163, Tempe, AZ 85284

Phone - Cell: 602-295-1006E-mail: [email protected]

Past Activities1. 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 Quicken4. Closely managed cash position5. Wrote off “uncleared” checks over 18 months old

Notes to FY’11 Full Year Financial Statements1. Finished 2011 with over $97,000 in assets2. Revenue (11.7% higher than 2010) was strong in almost every category, driven primarily by very

strong membership numbers3. Reinstatement fees & District Meeting Split contributed significantly to Revenue4. Spending (4.8% lower than 2010) was under control, despite having some events that caused

unplanned travel by the District Counselor5. Investment fund, ~$83K, had some volatile months but has posted a modest gain from 20106. 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 Statements1. Revenue is down 9.5% from prior year primarily due to low membership numbers2. 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 liquidity5. 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 Deadlines1. Transition DKF information to incoming DKF2. Renew the Bond (3 years)

Issues and Recommendations1. Continue filing & monitoring the 990s EVERY year (see attachment) for EVERY chapter

Yours in Friendship,

of 85

SUMMARY ACTIVITY STATEMENT (As of Oct 31, 2011)

of 85

12TH DISTRICT OF OMEGA PSI PHI FRATERNITY, INC. SUMMARY ACTIVITY STATEMENT AS OF October 31, 2011

A B C D E F G H

1 Income Statement Activity Fiscal Year

to Date Prior Year Diff. % Fiscal Year

to Date Fiscal Year

to Date Diff. % 2 Revenue 10/31/2011 10/31/2010 10/31/2010 10/31/2009 3 Dues $29,923 $27,235 $2,688 9.9% $27,235 $24,888 $2,348 9.4% 4 MSP $2,700 $2,150 $550 25.6% $2,150 $2,700 ($550) -20.4% 5 Other $9,395 $11,921 ($2,526) -21.2% $11,921 $1,450 $10,470 722.0% 6 Total Revenue $42,018 $41,306 $712 1.7% $41,306 $29,038 $12,268 42.2%

7 Program Expenses 8 Executive Council $17,187 $14,817 $2,369 16.0% $14,817 $15,898 ($1,080) -6.8% 9 Committees $10,266 $10,918 ($652) -6.0% $10,918 $6,778 $4,140 61.1% 10 Leadership Conferences/Conclave $3,863 $2,276 $1,587 69.7% $2,276 $1,781 $494 27.8% 11 Other $4,440 $20,301 ($15,861) -78.1% $20,301 $17,233 $3,068 17.8% 12 Total Program Expenses $35,756 $48,312 ($12,556) -26.0% $48,312 $41,690 $6,622 15.9%

13 Sub-Total Change in Net Assets $6,262 ($7,007) $13,268 0.0% ($7,007) ($12,652) $5,646 0.0%

14 Non-Operating Income (1) $1,815 $1,593 $222 14.0% $1,593 $1,937 ($344) -17.8% 15 Total Change in Net Assets $8,077 ($5,414) $13,491 0.0% ($5,414) ($10,715) $5,302 0.0%

16 Balance Sheet Activity Diff. % Diff. % 17 Assets 10/31/2011 10/31/2010 10/31/2010 10/31/2009 18 Cash & Cash Equivalents $12,306 ($873) $13,179 0.0% ($873) $13,426 ($14,299) -106.5% 19 Accounts Receivable $1,600 $6,352 ($4,752) -74.8% $6,352 $4,171 $2,181 52.3% 20 Investment Fund (2) $82,892 $81,459 $1,433 1.8% $81,459 $61,885 $19,575 31.6% 21 Other $310 $619 ($310) -50.0% $619 ($0) $619 0.0% 22 Total Assets $97,107 $87,558 $9,549 10.9% $87,558 $79,481 $8,077 10.2%

23 Liabilities 24 Current liabilities $1,459 $1,264 $194 15.4% $1,264 $5,491 ($4,226) -77.0% 25 Long-term liabilities (3) $78,091 $73,754 $4,338 5.9% $73,754 $56,036 $17,717 31.6% 26 Net Assets (4) $17,558 $12,540 $5,017 40.0% $12,540 $17,954 ($5,414) -30.2% 27 Total Liabilities & Net Assets $97,107 $87,558 $9,549 10.9% $87,558 $79,481 $8,077 10.2%

Notes to FY11 Year end Financial Statements * Revenue is stronger than prior year in almost every category due to membership

* The District's assets experienced a healthy gain primarily due to increased revenue & decreased expenses

Calculations:

(3) Long term liabilities - prepaid dues, unrealized loses, econ emp fund

* Spending was 4.8% lower than last year

(1) Non-Operating Income - Investment Fund Realized Gain (2) Decrease in investment gains

(4) Net Assets - Beginning Year Surplus + Current FY Surplus

FY11 YTD FY10 Actual

BALANCE SHEET (ending Oct 31, 2011)

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12TH DISTRICT OF OMEGA PSI PHI FRATERNITY, INC.BALANCE SHEET A B C D E F G

FY 10-11 FY 09-10 FY 09-10 FY 08-09 FY 07-08as of as of VAR as of as of as of

10/31/2011 10/31/2010 % chg 10/31/2010 10/31/2009 10/31/20081 ASSETS2 CASH IN BANK:3 CHASE GENERAL CHECKING $7,939.09 ($3,062.13) $11,001.22 0.0% ($7,121.60) $1,721.38 $2,065.624 CHASE GENERAL SAVINGS $1,085.21 $25.52 $1,059.69 4152.4% $4,084.99 $5,723.97 $12,319.805 CHASE PREPAID DUES SAVINGS $1,265.00 $150.00 $1,115.00 743.3% $150.00 $3,970.00 $4,815.006 OMEGA PSI PHI FEDERAL CREDIT UNION $2,016.46 $2,013.44 $3.02 0.1% $2,013.44 $2,010.43 $2,010.437 TOTAL CASH $12,305.76 ($873.17) $13,178.93 0.0% ($873.17) $13,425.78 $21,210.85

8 ACCOUNTS RECEIVABLE:910 $1,599.99 $6,352.35 ($4,752.36) -74.8% $2,369.75 $4,170.86 $4,670.8611 RETURNED CHECKS $0.00 $0.00 $0.00 0.0% $0.00 $0.00 $0.0012 TOTAL ACCOUNTS RECEIVABLE $1,599.99 $6,352.35 ($4,752.36) -74.8% $2,369.75 $4,170.86 $4,670.86

13 OTHER ASSETS:14 12th DISTRICT INVESTMENT FUND - ACCOUNT $82,891.85 $81,459.30 $1,432.55 1.8% $81,459.30 $61,884.56 $43,739.9115 PREPAID BOND INSURANCE $309.73 $619.46 ($309.73) -50.0% $619.46 $0.00 $309.6716 TOTAL OTHER ASSETS $83,201.58 $82,078.76 $1,122.82 1.4% $82,078.76 $61,884.56 $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

18 LIABILITIES & DEFERRED INCOME19 CURRENT LIABILITIES:20 ACCOUNTS PAYABLES & UNALLOCATED RECEIPTS $1,458.60 $1,064.15 $394.45 37.1% $141.00 $3,940.60 $1,423.1521 PREPAID DISTRICT MEETING REGISTRATION U/G 0 $0.00 $100.00 ($100.00) -100.0% $100.00 $450.00 $50.0022 PREPAID DISTRICT MEETING REGISTRATION GRAD 0 $0.00 $100.00 ($100.00) -100.0% $100.00 $1,100.00 $600.0023 TOTAL CURRENT LIABILITIES $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 $0.0026 2006/2007 PREPAID DUES - UNDERGRADUATES 0 $0.00 $0.00 $0.00 0.0% $0.00 $0.00 $0.0027 2007/2008 PREPAID DUES - GRADUATES 0 $0.00 $0.00 $0.00 0.0% $0.00 $0.00 $0.0028 2007/2008 PREPAID DUES - UNDERGRADUATES 0 $0.00 $0.00 $0.00 0.0% $0.00 $0.00 $0.0029 2008/2009 PREPAID DUES - GRADUATES 0 $0.00 $0.00 $0.00 0.0% $0.00 $0.00 $2,825.0030 2008/2009 PREPAID DUES - UNDERGRADUATES 0 $0.00 $0.00 $0.00 0.0% $0.00 $0.00 $580.0029 2009/2010 PREPAID DUES - GRADUATES 0 $0.00 $0.00 $0.00 0.0% $0.00 $2,160.00 $1,110.0030 2009/2010 PREPAID DUES - UNDERGRADUATES 0 $0.00 $0.00 $0.00 0.0% $0.00 $675.00 $300.0029 2010/2011 PREPAID DUES - GRADUATES 0 $0.00 $1,890.00 ($1,890.00) -100.0% $1,890.00 $1,015.00 $0.0030 2010/2011 PREPAID DUES - UNDERGRADUATES 0 $0.00 $660.00 ($660.00) -100.0% $660.00 $375.00 $0.0031 2011/2012 PREPAID DUES - GRADUATES 50 $1,750.00 $840.00 $910.00 108.3% $840.00 $0.00 $0.0032 2011/2012 PREPAID DUES - UNDERGRADUATES 45 $675.00 $255.00 $420.00 164.7% $255.00 $0.00 $0.0033 2012/2013 PREPAID DUES - GRADUATES 26 $910.00 $0.00 $910.00 0.0% $0.00 $0.00 $0.0034 2012/2013 PREPAID DUES - UNDERGRADUATES 28 $420.00 $0.00 $420.00 0.0% $0.00 $0.00 $0.0035 2013/2014 PREPAID DUES - GRADUATES 3 $105.00 $0.00 $105.00 0.0% $0.00 $0.00 $0.0036 2013/2014 PREPAID DUES - UNDERGRADUATES 1 $15.00 $0.00 $15.00 0.0% $0.00 $0.00 $0.0037 TOTAL DEFERRED DUES $3,875.00 $3,645.00 $230.00 6.3% $3,645.00 $4,225.00 $4,815.00

38 501(c)(3) CONTRIBUTION $0.00 $0.00 $0.00 0.0% $0.00 $0.00 $0.0039 12th DISTRICT INVESTMENT FUND $76,067.50 $72,167.50 $3,900.00 5.4% $72,167.50 $61,142.50 $51,235.0040 12th DIST. INVEST. FUND-UNREALIZED Gain/(Loss) ($1,851.36) ($2,058.98) $207.62 0.0% ($2,058.98) ($9,331.02) ($16,861.46)41 TOTAL DEFERRED OTHER INCOME $74,216.14 $70,108.52 $4,107.62 5.9% $70,108.52 $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 $41,261.69

43 SURPLUS44 OPENING BALANCE @ NOV. 01, '10, '09, '08, '07, '06, '05 $9,480.82 $17,954.12 ($8,473.30) -47.2% $17,954.12 $28,669.60 $25,811.4945 FISCAL YEAR SURPLUS (DEFICIT) $8,076.77 ($5,413.85) $13,490.62 0.0% ($8,473.30) ($10,715.48) $2,858.1046 TOTAL SURPLUS $17,557.59 $12,540.27 $5,017.32 40.0% $9,480.82 $17,954.12 $28,669.59

47 TOTAL LIABILITIES AND SURPLUS $97,107.33 $87,557.94 $9,549.39 10.9% $83,575.34 $79,481.20 $69,931.28

$ Diff

NOTE RECEIVABLE FROM: NATIONAL, INDIV., 501 (c)(3) FEES AND EXPENSES

ACCUMULATED SURPLUS OR DEFICIT STATEMENT (FY10-11)

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12TH DISTRICT OF OMEGA PSI PHI FRATERNITY, INC.ACCUMULATED SURPLUS OR DEFICIT STATEMENTFOR THE PERIOD NOVEMBER 1, 2010 THRU OCTOBER 31, 2011

A B C D E F G H I J

FY10 FY09FY11 YTD 2010/2011 FY11 OVER FY11 YTD FY10 YTD FY11 % Diff FY11 FY10 YTD FY09 YTD

THRU APPROVED (UNDER) THRU THRU vs vs THRU THRU10/31/2011 BUDGET BUDGET 10/31/2011 10/31/2010 FY10 FY10 10/31/2010 10/31/2009

OPERATING INCOME:1 GRADUATE DUES $35 $28,723.00 $28,000.00 $723.00 2.6% $28,723.00 $26,170.00 $2,553.00 9.8% $26,170.00 $23,932.502 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 $955.003 LATE FEES $5 $1,540.00 $1,250.00 $290.00 23.2% $1,540.00 $1,395.00 $145.00 10.4% $1,395.00 $1,260.004 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 $2,700.005 REINSTATEMENT FEES $3 $552.00 $0.00 $552.00 0.0% $552.00 $450.00 $102.00 22.7% $450.00 $129.006 DISTRICT MEETING SPLIT $2,555.00 $0.00 $2,555.00 0.0% $2,555.00 $1,953.00 $602.00 30.8% $2,550.76 $0.007 INTEREST INCOME FROM SAVINGS $3.28 $100.00 ($96.72) -96.7% $3.28 $5.51 ($2.23) -40.5% $5.51 $36.268 ECONOMIC DEVELOPMENT / OTHER INCOME $4,744.40 $5,000.00 ($255.60) -5.1% $4,744.40 $8,117.11 ($3,372.71) -41.6% $8,117.11 $25.009 TOTAL OPERATING INCOME $42,017.68 $37,600.00 $4,417.68 11.7% $42,017.68 $41,305.62 $712.06 1.7% $41,903.38 $29,037.76

OPERATING EXPENSES:11 DISTRICT REPRESENTATIVE $7,007.06 $7,000.00 $7.06 0.1% $7,007.06 $5,811.19 $1,195.87 20.6% $5,811.19 $8,463.3012 1ST VICE DISTRICT REPRESENTATIVE $3,068.79 $3,500.00 ($431.21) -12.3% $3,068.79 $2,991.56 $77.23 2.6% $2,991.56 $1,107.4013 2ND VICE DISTRICT REPRESENTATIVE $1,522.61 $2,000.00 ($477.39) -23.9% $1,522.61 $995.73 $526.88 52.9% $1,405.23 $1,805.3414 ALASKA STATE REPRESENTATIVE $262.16 $400.00 ($137.84) -34.5% $262.16 $301.75 ($39.59) -13.1% $301.75 $0.0015 SOUTHWEST AREA REPRESENTATIVE $0.00 $400.00 ($400.00) -100.0% $0.00 $160.80 ($160.80) -100.0% $160.80 $488.4516 NORTHWEST AREA REP. $164.40 $400.00 ($235.60) -58.9% $164.40 $400.00 ($235.60) -58.9% $400.00 $0.0017 NORTHERN CALIFORNIA AREA REP. $0.00 $400.00 ($400.00) -100.0% $0.00 $0.00 $0.00 0.0% $0.00 $130.7518 SOUTHERN CALIFORNIA AREA REP. $0.00 $400.00 ($400.00) -100.0% $0.00 $67.24 ($67.24) -100.0% $67.24 $0.0019 KEEPER OF RECORDS AND SEAL $427.07 $1,500.00 ($1,072.93) -71.5% $427.07 $1,094.39 ($667.32) -61.0% $1,094.39 $611.0720 KEEPER OF FINANCE $1,002.09 $1,000.00 $2.09 0.2% $1,002.09 $994.35 $7.74 0.8% $994.35 $911.5021 DISTRICT COUNSELOR $2,103.40 $1,000.00 $1,103.40 110.3% $2,103.40 $1,232.20 $871.20 70.7% $1,232.20 $1,163.9022 DISTRICT CHAPLAIN $1,629.37 $1,000.00 $629.37 62.9% $1,629.37 $768.27 $861.10 112.1% $768.27 $1,216.2023 DISTRICT MARSHAL $0.00 $150.00 ($150.00) -100.0% $0.00 $0.00 $0.00 0.0% $0.00 $0.0024 IMMEDIATE PAST DISTRICT REP $1,921.25 $1,000.00 $921.25 92.1% $1,921.25 $750.00 $1,171.25 156.2% $750.00 $1,165.9725 PUBLIC RELATIONS $1,000.00 $1,000.00 $0.00 0.0% $1,000.00 $998.38 $1.62 0.2% $998.38 $563.0326 COMMUNITY & CIVIC AFFAIRS $5,963.01 $5,700.00 $263.01 4.6% $5,963.01 $8,387.14 ($2,424.13) -28.9% $8,387.14 $3,657.1327 HISTORY & ARCHIVES $0.00 $250.00 ($250.00) -100.0% $0.00 $250.00 ($250.00) -100.0% $250.00 $0.0028 WAYS & MEANS $0.00 $1,000.00 ($1,000.00) -100.0% $0.00 $532.59 ($532.59) -100.0% $532.59 $344.4529 RULES $0.00 $400.00 ($400.00) -100.0% $0.00 $0.00 $0.00 0.0% $0.00 $0.0030 MEMBERSHIP $951.06 $1,200.00 ($248.94) -20.7% $951.06 $0.00 $951.06 0.0% $0.00 $962.3331 SOCIAL ACTION $430.98 $400.00 $30.98 7.7% $430.98 $0.00 $430.98 0.0% $0.00 $245.0032 U/G NATIONAL MEETINGS $955.10 $1,000.00 ($44.90) -4.5% $955.10 $1,051.60 ($96.50) -9.2% $1,051.60 $429.5233 MSP ADMINISTRATION $0.00 $500.00 ($500.00) -100.0% $0.00 $219.42 ($219.42) -100.0% $219.42 $429.8534 PRINTING DISTRICT/COUNCIL MEETING BOOKS $885.90 $1,000.00 ($114.10) -11.4% $885.90 $1,203.41 ($317.51) -26.4% $1,203.41 $761.0835 BANK CHARGES & OTHER EXPENSES $24.75 $50.00 ($25.25) -50.5% $24.75 $63.00 ($38.25) -60.7% $63.00 $73.0036 INVESTMENT TEAM EXPENSES $0.00 $0.00 $0.00 0.0% $0.00 $0.00 $0.00 0.0% $0.00 $0.0037 BONDING $309.73 $310.00 ($0.27) -0.1% $309.73 $309.73 $0.00 0.0% $309.73 $309.6738 LEADERSHIP CONFERENCE $0.00 $0.00 $0.00 0.0% $0.00 $0.00 $0.00 0.0% $0.00 $1,781.4639 CONCLAVE EXPENSES $3,863.00 $3,000.00 $863.00 28.8% $3,863.00 $1,905.50 $1,957.50 102.7% $1,905.50 $0.0040 CONCLAVE YOUTH LEADERSHIP CONFERENCE $0.00 $0.00 $0.00 0.0% $0.00 $0.00 $0.00 0.0% $0.00 $0.0041 DISTRICT YOUTH LEADERSHIP CONFERENCE $0.00 $1,000.00 ($1,000.00) -100.0% $0.00 $370.39 ($370.39) -100.0% $370.39 $0.0042 GRAND BASILEUS CAMPAIGN $0.00 $0.00 $0.00 0.0% $0.00 $15,798.60 ($15,798.60) -100.0% $15,798.60 $2,672.7143 PhRMA GRANT DISTRIBUTION $0.00 $0.00 $0.00 0.0% $0.00 $0.00 $0.00 0.0% $0.00 $0.0044 OTHER EXPENSES $2,264.11 $600.00 $1,664.11 277.4% $2,264.11 $1,654.93 $609.18 36.8% $4,902.64 $12,396.8445 TOTAL OPERATING EXPENSES $35,755.84 $37,560.00 ($1,804.16) -4.8% $35,755.84 $48,312.17 ($12,556.33) -26.0% $51,969.38 $41,689.95

46 NET OPERATING SURPLUS (DEFICIT) $6,261.84 $40.00 $6,221.84 15554.6% $6,261.84 ($7,006.55) $13,268.39 0.0% ($10,066.00) ($12,652.19)

NON-OPERATING INCOME:47 INVESTMENT FUND REALIZED GAIN $1,814.93 $1,500.00 $314.93 21.0% $1,814.93 $1,592.70 $222.23 14.0% $1,592.70 $1,936.7148 TOTAL NET SURPLUS (DEFICIT) $8,076.77 $1,540.00 $6,536.77 424.5% $8,076.77 ($5,413.85) $13,490.62 0.0% ($8,473.30) ($10,715.48)

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

FY11 vs FY10 ComparisonFY11 % over/ - under

FY11 Budget Compare

SUMMARY ACTIVITY STATEMENT (as of Apr 30,2012)

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12TH DISTRICT OF OMEGA PSI PHI FRATERNITY, INC.SUMMARY ACTIVITY STATEMENTAS OF April 30, 2012

A B C D E F G H

1 Income Statement ActivityFiscal Year

to Date Prior Year Diff. %Fiscal Year

to DateFiscal Year

to Date Diff. %2 Revenue 4/30/2012 4/30/2011 10/31/2011 10/31/20103 Dues $25,230 $27,690 ($2,460) -8.9% $27,235 $24,888 $2,348 9.4%4 MSP $950 $1,800 ($850) -47.2% $2,150 $2,700 ($550) -20.4%5 Other $2,287 $1,971 $316 16.0% $11,921 $1,450 $10,470 722.0%6 Total Revenue $28,467 $31,461 ($2,994) -9.5% $41,306 $29,038 $12,268 42.2%

7 Program Expenses8 Executive Council $3,015 $6,399 ($3,384) -52.9% $14,817 $15,898 ($1,080) -6.8%9 Committees $2,100 $2,377 ($276) -11.6% $10,918 $6,778 $4,140 61.1%10 Leadership Conferences/Conclave $0 $1,070 ($1,070) -100.0% $2,276 $1,781 $494 27.8%11 Other $1,546 $1,596 ($50) -3.1% $20,301 $17,233 $3,068 17.8%12 Total Program Expenses $6,661 $11,442 ($4,781) -41.8% $48,312 $41,690 $6,622 15.9%

13 Sub-Total Change in Net Assets $21,806 $20,020 $1,786 8.9% ($7,007) ($12,652) $5,646 0.0%

14 Non-Operating Income (1) $1,807 $1,114 $693 62.2% $1,593 $1,937 ($344) -17.8%15 Total Change in Net Assets $23,613 $21,134 $2,479 11.7% ($5,414) ($10,715) $5,302 0.0%

16 Balance Sheet Activity Diff. % Diff. %17 Assets 4/30/2012 4/30/2011 10/31/2011 10/31/201018 Cash & Cash Equivalents $25,105 $18,902 $6,203 32.8% ($873) $13,426 ($14,299) -106.5%19 Accounts Receivable $20,061 $6,369 $13,692 215.0% $6,352 $4,171 $2,181 52.3%20 Investment Fund (2) $82,818 $88,954 ($6,135) -6.9% $81,459 $61,885 $19,575 31.6%21 Other $310 $310 $0 0.0% $619 ($0) $619 0.0%22 Total Assets $128,294 $114,534 $13,760 12.0% $87,558 $79,481 $8,077 10.2%

23 Liabilities24 Current liabilities $3,002 $1,436 $1,566 109.1% $1,264 $5,491 ($4,226) -77.0%25 Long-term liabilities (3) $82,455 $82,483 ($28) 0.0% $73,754 $56,036 $17,717 31.6%26 Net Assets (4) $42,836 $30,615 $12,222 39.9% $12,540 $17,954 ($5,414) -30.2%27 Total Liabilities & Net Assets $128,294 $114,534 $13,760 12.0% $87,558 $79,481 $8,077 10.2%

Notes to FY12 Year-To-Date Financial Statements* Revenue is down from prior year due to membership

* The District's assets experienced a healthy gain due to increased revenue & decreased expenses and an increase in the investment fund

Calculations:


* Spending is still too early to predict since District Meeting expenses have not yet been paid

(1) Non-Operating Income - Investment Fund Realized Gain(2) Decrease in investment gains



SUMMARY ACTIVITY STATEMENT (As of Apr 30, 2012)

of 85

12TH DISTRICT OF OMEGA PSI PHI FRATERNITY, INC.SUMMARY ACTIVITY STATEMENTAS OF April 30, 2012

A B C D E F G H

1 Income Statement ActivityFiscal Year

to Date Prior Year Diff. %Fiscal Year

to DateFiscal Year

to Date Diff. %2 Revenue 4/30/2012 4/30/2011 10/31/2011 10/31/20103 Dues $25,230 $27,690 ($2,460) -8.9% $27,235 $24,888 $2,348 9.4%4 MSP $950 $1,800 ($850) -47.2% $2,150 $2,700 ($550) -20.4%5 Other $2,287 $1,971 $316 16.0% $11,921 $1,450 $10,470 722.0%6 Total Revenue $28,467 $31,461 ($2,994) -9.5% $41,306 $29,038 $12,268 42.2%

7 Program Expenses8 Executive Council $3,015 $6,399 ($3,384) -52.9% $14,817 $15,898 ($1,080) -6.8%9 Committees $2,100 $2,377 ($276) -11.6% $10,918 $6,778 $4,140 61.1%10 Leadership Conferences/Conclave $0 $1,070 ($1,070) -100.0% $2,276 $1,781 $494 27.8%11 Other $1,546 $1,596 ($50) -3.1% $20,301 $17,233 $3,068 17.8%12 Total Program Expenses $6,661 $11,442 ($4,781) -41.8% $48,312 $41,690 $6,622 15.9%

13 Sub-Total Change in Net Assets $21,806 $20,020 $1,786 8.9% ($7,007) ($12,652) $5,646 0.0%

14 Non-Operating Income (1) $1,807 $1,114 $693 62.2% $1,593 $1,937 ($344) -17.8%15 Total Change in Net Assets $23,613 $21,134 $2,479 11.7% ($5,414) ($10,715) $5,302 0.0%

16 Balance Sheet Activity Diff. % Diff. %17 Assets 4/30/2012 4/30/2011 10/31/2011 10/31/201018 Cash & Cash Equivalents $25,105 $18,902 $6,203 32.8% ($873) $13,426 ($14,299) -106.5%19 Accounts Receivable $20,061 $6,369 $13,692 215.0% $6,352 $4,171 $2,181 52.3%20 Investment Fund (2) $82,818 $88,954 ($6,135) -6.9% $81,459 $61,885 $19,575 31.6%21 Other $310 $310 $0 0.0% $619 ($0) $619 0.0%22 Total Assets $128,294 $114,534 $13,760 12.0% $87,558 $79,481 $8,077 10.2%

23 Liabilities24 Current liabilities $3,002 $1,436 $1,566 109.1% $1,264 $5,491 ($4,226) -77.0%25 Long-term liabilities (3) $82,455 $82,483 ($28) 0.0% $73,754 $56,036 $17,717 31.6%26 Net Assets (4) $42,836 $30,615 $12,222 39.9% $12,540 $17,954 ($5,414) -30.2%27 Total Liabilities & Net Assets $128,294 $114,534 $13,760 12.0% $87,558 $79,481 $8,077 10.2%

Notes to FY12 Year-To-Date Financial Statements* Revenue is down from prior year due to membership

* The District's assets experienced a healthy gain due to increased revenue & decreased expenses and an increase in the investment fund

Calculations:


* Spending is still too early to predict since District Meeting expenses have not yet been paid

(1) Non-Operating Income - Investment Fund Realized Gain(2) Decrease in investment gains



BALANCE SHEET (ending 4/30/2012)12TH DISTRICT OF OMEGA PSI PHI FRATERNITY, INC.BALANCE SHEET A B C D E F

FY 11-12 FY 10-11 FY 10-11 FY 09-10as of as of VAR as of as of

4/30/2012 4/30/2011 % chg 10/31/2011 10/31/20101 ASSETS2 CASH IN BANK:3 CHASE GENERAL CHECKING $16,483.37 $11,535.35 $4,948.02 42.9% $7,939.09 ($7,121.60)4 CHASE GENERAL SAVINGS $4,085.21 $4,085.03 $0.18 0.0% $1,085.21 $4,084.995 CHASE PREPAID DUES SAVINGS $2,520.00 $1,265.00 $1,255.00 99.2% $1,265.00 $150.006 OMEGA PSI PHI FEDERAL CREDIT UNION $2,016.46 $2,016.46 $0.00 0.0% $2,016.46 $2,013.447 TOTAL CASH $25,105.04 $18,901.84 $6,203.20 32.8% $12,305.76 ($873.17)

8 ACCOUNTS RECEIVABLE:910 $20,060.79 $6,208.99 $13,851.80 223.1% $1,599.99 $2,369.7511 RETURNED CHECKS $0.00 $160.00 ($160.00) -100.0% $0.00 $0.0012 TOTAL ACCOUNTS RECEIVABLE $20,060.79 $6,368.99 $13,691.80 215.0% $1,599.99 $2,369.75

13 OTHER ASSETS:14 12th DISTRICT INVESTMENT FUND - ACCOUNT $82,818.39 $88,953.64 ($6,135.25) -6.9% $82,891.85 $81,459.3015 PREPAID BOND INSURANCE $309.73 $309.73 $0.00 0.0% $309.73 $619.4616 TOTAL OTHER ASSETS $83,128.12 $89,263.37 ($6,135.25) -6.9% $83,201.58 $82,078.76

17 TOTAL ASSETS $128,293.95 $114,534.20 $13,759.75 12.0% $97,107.33 $83,575.34

18 LIABILITIES & DEFERRED INCOME19 CURRENT LIABILITIES:20 ACCOUNTS PAYABLES & UNALLOCATED RECEIPTS $1,902.25 $1,436.00 $466.25 32.5% $1,458.60 $141.0021 PREPAID DISTRICT MEETING REGISTRATION U/G 8 $400.00 $0.00 $400.00 0.0% $0.00 $100.0022 PREPAID DISTRICT MEETING REGISTRATION GRAD 7 $700.00 $0.00 $700.00 0.0% $0.00 $100.0023 TOTAL CURRENT LIABILITIES $3,002.25 $1,436.00 $1,566.25 109.1% $1,458.60 $341.00

24 DEFERRED INCOME:25 2006/2007 PREPAID DUES - GRADUATES 0 $0.00 $0.00 $0.00 0.0% $0.00 $0.0026 2006/2007 PREPAID DUES - UNDERGRADUATES 0 $0.00 $0.00 $0.00 0.0% $0.00 $0.0027 2007/2008 PREPAID DUES - GRADUATES 0 $0.00 $0.00 $0.00 0.0% $0.00 $0.0028 2007/2008 PREPAID DUES - UNDERGRADUATES 0 $0.00 $0.00 $0.00 0.0% $0.00 $0.0029 2008/2009 PREPAID DUES - GRADUATES 0 $0.00 $0.00 $0.00 0.0% $0.00 $0.0030 2008/2009 PREPAID DUES - UNDERGRADUATES 0 $0.00 $0.00 $0.00 0.0% $0.00 $0.0029 2009/2010 PREPAID DUES - GRADUATES 0 $0.00 $0.00 $0.00 0.0% $0.00 $0.0030 2009/2010 PREPAID DUES - UNDERGRADUATES 0 $0.00 $0.00 $0.00 0.0% $0.00 $0.0029 2010/2011 PREPAID DUES - GRADUATES 0 $0.00 $0.00 $0.00 0.0% $0.00 $1,890.0030 2010/2011 PREPAID DUES - UNDERGRADUATES 0 $0.00 $0.00 $0.00 0.0% $0.00 $660.0031 2011/2012 PREPAID DUES - GRADUATES 0 $0.00 $1,435.00 ($1,435.00) -100.0% $1,750.00 $840.0032 2011/2012 PREPAID DUES - UNDERGRADUATES 0 $0.00 $540.00 ($540.00) -100.0% $675.00 $255.0033 2012/2013 PREPAID DUES - GRADUATES 34 $1,190.00 $595.00 $595.00 100.0% $910.00 $0.0034 2012/2013 PREPAID DUES - UNDERGRADUATES 45 $675.00 $285.00 $390.00 136.8% $420.00 $0.0035 2013/2014 PREPAID DUES - GRADUATES 11 $385.00 $0.00 $385.00 0.0% $105.00 $0.0036 2013/2014 PREPAID DUES - UNDERGRADUATES 18 $270.00 $0.00 $270.00 0.0% $15.00 $0.0037 TOTAL DEFERRED DUES $2,520.00 $2,855.00 ($335.00) -11.7% $3,875.00 $3,645.00

38 501(c)(3) CONTRIBUTION $0.00 $0.00 $0.00 0.0% $0.00 $0.0039 12th DISTRICT INVESTMENT FUND $77,567.50 $74,717.50 $2,850.00 3.8% $76,067.50 $72,167.5040 12th DIST. INVEST. FUND-UNREALIZED Gain/(Loss) $2,367.91 $4,910.92 ($2,543.01) -51.8% ($1,851.36) ($2,058.98)41 TOTAL DEFERRED OTHER INCOME $79,935.41 $79,628.42 $306.99 0.4% $74,216.14 $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 SURPLUS44 OPENING BALANCE @ NOV. 01, '10, '09, '08, '07, '06, '05 $19,223.04 $9,480.82 $9,742.22 102.8% $9,480.82 $17,954.1245 FISCAL YEAR SURPLUS (DEFICIT) $23,613.25 $21,133.96 $2,479.29 11.7% $8,076.77 ($8,473.30)46 TOTAL SURPLUS $42,836.29 $30,614.78 $12,221.51 39.9% $17,557.59 $9,480.82

47 TOTAL LIABILITIES AND SURPLUS $128,293.95 $114,534.20 $13,759.75 12.0% $97,107.33 $83,575.34

$ Diff

NOTE RECEIVABLE FROM: NATIONAL, INDIV., 501 (c)(3) FEES AND EXPENSES

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ACCUMULATED SURPLUS OR DEFICIT STATEMENT (FY11-12)

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12TH DISTRICT OF OMEGA PSI PHI FRATERNITY, INC.ACCUMULATED SURPLUS OR DEFICIT STATEMENTFOR THE PERIOD NOVEMBER 1, 2011 THRU OCTOBER 31, 2012

A B C D E F G H I

FY11 FY10FY12 YTD 2011/2012 FY12 OVER FY12 YTD FY10 YTD FY11 % Diff FY11 FY11 YTD FY10 YTD

THRU APPROVED (UNDER) THRU THRU vs vs THRU THRU4/30/2012 BUDGET BUDGET 4/30/2012 4/30/2011 FY10 FY10 10/31/2011 10/31/2010

OPERATING INCOME:1 GRADUATE DUES $35 $24,255.00 $25,900.00 ($1,645.00) -6.4% $24,255.00 $26,670.00 ($2,415.00) -9.1% $28,723.00 $26,170.002 UNDERGRADUATE DUES $15 $975.00 $900.00 $75.00 8.3% $975.00 $1,020.00 ($45.00) -4.4% $1,200.00 $1,065.003 LATE FEES $5 $915.00 $1,250.00 ($335.00) -26.8% $915.00 $1,235.00 ($320.00) -25.9% $1,540.00 $1,395.004 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 $2,150.005 REINSTATEMENT FEES $3 $372.00 $150.00 $222.00 148.0% $372.00 $453.00 ($81.00) -17.9% $552.00 $450.006 DISTRICT MEETING SPLIT $0.00 $0.00 $0.00 0.0% $0.00 $0.00 $0.00 0.0% $2,555.00 $2,550.767 INTEREST INCOME FROM SAVINGS $0.00 $25.00 ($25.00) -100.0% $0.00 $3.07 ($3.07) -100.0% $3.28 $5.518 ECONOMIC DEVELOPMENT / OTHER INCOME $1,000.00 $8,500.00 ($7,500.00) -88.2% $1,000.00 $280.00 $720.00 257.1% $4,744.40 $8,117.119 TOTAL OPERATING INCOME $28,467.00 $39,225.00 ($10,758.00) -27.4% $28,467.00 $31,461.07 ($2,994.07) -9.5% $42,017.68 $41,903.38

OPERATING EXPENSES:11 DISTRICT REPRESENTATIVE $1,172.96 $7,000.00 ($5,827.04) -83.2% $1,172.96 $2,058.13 ($885.17) -43.0% $7,007.06 $5,811.1912 1ST VICE DISTRICT REPRESENTATIVE $954.05 $3,500.00 ($2,545.95) -72.7% $954.05 $864.45 $89.60 10.4% $3,068.79 $2,991.5613 2ND VICE DISTRICT REPRESENTATIVE $0.00 $2,000.00 ($2,000.00) -100.0% $0.00 $861.58 ($861.58) -100.0% $1,522.61 $1,405.2314 ALASKA STATE REPRESENTATIVE $0.00 $400.00 ($400.00) -100.0% $0.00 $0.00 $0.00 0.0% $262.16 $301.7515 SOUTHWEST AREA REPRESENTATIVE $0.00 $400.00 ($400.00) -100.0% $0.00 $0.00 $0.00 0.0% $0.00 $160.8016 NORTHWEST AREA REP. $0.00 $400.00 ($400.00) -100.0% $0.00 $0.00 $0.00 0.0% $164.40 $400.0017 NORTHERN CALIFORNIA AREA REP. $0.00 $400.00 ($400.00) -100.0% $0.00 $0.00 $0.00 0.0% $0.00 $0.0018 SOUTHERN CALIFORNIA AREA REP. $303.30 $400.00 ($96.70) -24.2% $303.30 $0.00 $303.30 0.0% $0.00 $67.2419 KEEPER OF RECORDS AND SEAL $0.00 $1,500.00 ($1,500.00) -100.0% $0.00 $16.89 ($16.89) -100.0% $427.07 $1,094.3920 KEEPER OF FINANCE $12.77 $1,000.00 ($987.23) -98.7% $12.77 $754.80 ($742.03) -98.3% $1,002.09 $994.3521 DISTRICT COUNSELOR $510.50 $1,200.00 ($689.50) -57.5% $510.50 $1,181.50 ($671.00) -56.8% $2,103.40 $1,232.2022 DISTRICT CHAPLAIN $61.20 $1,000.00 ($938.80) -93.9% $61.20 $661.80 ($600.60) -90.8% $1,629.37 $768.2723 DISTRICT MARSHAL $0.00 $150.00 ($150.00) -100.0% $0.00 $0.00 $0.00 0.0% $0.00 $0.0024 IMMEDIATE PAST DISTRICT REP $754.36 $1,000.00 ($245.64) -24.6% $754.36 $1,146.54 ($392.18) -34.2% $1,921.25 $750.0025 PUBLIC RELATIONS $452.88 $1,000.00 ($547.12) -54.7% $452.88 $499.10 ($46.22) -9.3% $1,000.00 $998.3826 COMMUNITY & CIVIC AFFAIRS $683.30 $6,300.00 ($5,616.70) -89.2% $683.30 $300.00 $383.30 127.8% $5,963.01 $8,387.1427 HISTORY & ARCHIVES $0.00 $250.00 ($250.00) -100.0% $0.00 $0.00 $0.00 0.0% $0.00 $250.0028 WAYS & MEANS $209.60 $600.00 ($390.40) -65.1% $209.60 $0.00 $209.60 0.0% $0.00 $532.5929 RULES $0.00 $400.00 ($400.00) -100.0% $0.00 $0.00 $0.00 0.0% $0.00 $0.0030 MEMBERSHIP $0.00 $1,400.00 ($1,400.00) -100.0% $0.00 $0.00 $0.00 0.0% $951.06 $0.0031 SOCIAL ACTION $0.00 $400.00 ($400.00) -100.0% $0.00 $430.98 ($430.98) -100.0% $430.98 $0.0032 U/G NATIONAL MEETINGS $455.70 $1,000.00 ($544.30) -54.4% $455.70 $388.31 $67.39 17.4% $955.10 $1,051.6033 MSP ADMINISTRATION $0.00 $500.00 ($500.00) -100.0% $0.00 $0.00 $0.00 0.0% $0.00 $219.4234 PRINTING DISTRICT/COUNCIL MEETING BOOKS $312.80 $1,000.00 ($687.20) -68.7% $312.80 $243.68 $69.12 28.4% $885.90 $1,203.4135 BANK CHARGES & OTHER EXPENSES $27.60 $50.00 ($22.40) -44.8% $27.60 $36.75 ($9.15) -24.9% $24.75 $63.0036 INVESTMENT TEAM EXPENSES $0.00 $0.00 $0.00 0.0% $0.00 $0.00 $0.00 0.0% $0.00 $0.0037 BONDING $0.00 $310.00 ($310.00) -100.0% $0.00 $309.73 ($309.73) -100.0% $309.73 $309.7338 LEADERSHIP CONFERENCE $0.00 $0.00 $0.00 0.0% $0.00 $0.00 $0.00 0.0% $0.00 $0.0039 CONCLAVE EXPENSES $0.00 $3,000.00 ($3,000.00) -100.0% $0.00 $1,070.00 ($1,070.00) -100.0% $3,863.00 $1,905.5040 CONCLAVE YOUTH LEADERSHIP CONFERENCE $0.00 $1,000.00 ($1,000.00) -100.0% $0.00 $0.00 $0.00 0.0% $0.00 $0.0041 DISTRICT YOUTH LEADERSHIP CONFERENCE $0.00 $1,000.00 ($1,000.00) -100.0% $0.00 $0.00 $0.00 0.0% $0.00 $370.3942 GRAND BASILEUS CAMPAIGN $0.00 $0.00 $0.00 0.0% $0.00 $0.00 $0.00 0.0% $0.00 $15,798.6043 PhRMA GRANT DISTRIBUTION $0.00 $0.00 $0.00 0.0% $0.00 $0.00 $0.00 0.0% $0.00 $0.0044 OTHER EXPENSES $750.00 $600.00 $150.00 25.0% $750.00 $617.31 $132.69 21.5% $2,264.11 $4,902.6445 TOTAL OPERATING EXPENSES $6,661.02 $39,160.00 ($32,498.98) -83.0% $6,661.02 $11,441.55 ($4,780.53) -41.8% $35,755.84 $51,969.38

46 NET OPERATING SURPLUS (DEFICIT) $21,805.98 $65.00 $21,740.98 33447.7% $21,805.98 $20,019.52 $1,786.46 8.9% $6,261.84 ($10,066.00)

NON-OPERATING INCOME:47 INVESTMENT FUND REALIZED GAIN $1,807.27 $2,000.00 ($192.73) -9.6% $1,807.27 $1,114.44 $692.83 62.2% $1,814.93 $1,592.7048 TOTAL NET SURPLUS (DEFICIT) $23,613.25 $2,065.00 $21,548.25 1043.5% $23,613.25 $21,133.96 $2,479.29 11.7% $8,076.77 ($8,473.30)

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

FY12 vs FY11 ComparisonFY12 % over/ - under

FY12 Budget Compare

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. Averaged annual receipts in excess of $25,000 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 “Automatically Revoked” on the Form 8718. 4. 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.

5. Make a one-time payment of $850 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)

Prepared by Horace W. Chase, Grand Keeper of Finance on October 14, 2011

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District CounselorBrother Lawton Connelly, Esq. (Phi Iota)

23739 N. High Dunes Rd. Florence, AZ 85232Phone – Cell: 602-790-5999 Fax:

Email: [email protected]

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 [email protected]. 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

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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,

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District ChaplainBrother Derrick Delaney (Tau Tau)

4119 Santa Rosalia Dr Apt D Los Angeles, CA 90008Phone – Cell: 323-972-1353E-mail: [email protected]

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. 12th District Bible Studies are still on-going 7:30pm to 8:30pm every 4th Sundayb. We are contacting all chaplains of the District requesting their involvement & support c. Seeking to train a future 12th District Chaplaind. Seeking ways to become more visible throughout the District to promote spiritual growthe. 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,

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mailto:%[email protected]


District Public Relations OfficerChairman Brother Robert L. Woodson (Xi Nu)

1400 Stanton Way, San Jose, CA 95131Phone – Home: 408-441-0134 Cell: 408-667-1260


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) photosb. 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..

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Area Representative

Reports

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Alaska Area RepresentativeBrother Charles Whittaker (Gamma Alpha Alpha)

6466 E. 10th Ave, Anchorage, Alaska 99504Phone: 907-250-0609


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.

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NorCal Area RepresentativeBrother Timothy Waters (Sigma Iota)

205 Dandelion LaneSan Ramon, CA 94582

[email protected]

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 area-wide 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.

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Individual Chapter PAST Activities:

Alpha Mu1. 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

Alpha Rho1. Omega Gents Mentoring Program -

Ongoing 2. Memorial Park Beautification Clean-

Up – April 20123. 50 Year Acknowledgement (chapter

activation as undergrad) – March 2012

4. Area-wide Blood Drive – February 2012

5. MLK Holiday March – January 2012

Chi Nu1. Omega Week, Fundraiser and

BBQue - April 20122. 20th Chapter Anniversary- March

2012 3. Voter Registration/ Bowling Event

– February 20124. Dickie Park Clean Up – Winter

20115. Scholarship Essay Contest –

Winter 2011Delta 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

Epsilon Mu1. 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 20115. Founder’s Day Celebration Omega

House – Fall 2011

Epsilon Xi1. Scholarship Awards Banquet –May

20122. Omega Boat Ride – May 20123. Talent Hunt – March 20124. Sacramento MLK March/Parade –

March 20125. MLK Breakfast hosted by the

Women’s Auxiliary of the Northern California Baptist Convention – January 2012

Mu Kappa Kappa1. Turkey Drive – November 2011

Omicron Nu1. Mentoring & Tutoring with Seaside

Teens – Ongoing Memorial Service- March 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

Phi Chi1. Reactivated February 20122. Voter Registration – October 2011

Sigma Iota1. Omega Gents - Ongoing 12th 2. Talent Hunt – May 20123. Memorial Park Beautification

Clean-Up – April 20124. Area-wide Memorial Service –

March 20125. Reclamation Weekend–March 20126. Area-wide Blood Drive – February

20127. Omega Gents/AKA Rosebud Black

History Program – February 20128. MLK/ Career Day at Salas O’Brien

– January 2012

Theta Pi1. Area-wide Memorial Service –

March 20122. Talent Hunt – March 20123. High School 4. Chapter Christmas Party – December

20115. Family Bowling Outing – December

20116. NorCal Centennial Celebration –

Host Chapter – November 2011

Xi Nu1. Piedmont Hills HS Youth

Mentoring - Ongoing 2. Infineon Raceway - Ongoing3. Empowering Males to Build

Opportunities for Developing Independence (EMBODI) with Delta Sigma Theta Sorority – Ongoing

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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 [email protected], or Brother Philip Brooks, 408-910-7243 or [email protected].

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 [email protected] or Brother Aaron Hamilton, 925-575-5565 or [email protected]

Individual Chapter UPCOMING Activities:

Alpha Mu1. Quiet Time with the Bruhz:

Study Sessions – May 20122. Omega Field Day Fundraiser –

May 20123. Blood Drive – May 2012

Alpha Rho1. Omega Gents – Ongoing2. Young Men’s Conference – May

20123. Scholarship BBQ –May 2012

Chi Nu1. Middle School Mentoring

Program – June 20122. District Meeting – May 2012

Delta Iota Iota1. Scholarship Golf Tournament – June

20122. NorCal Area-Wide Founders

Banquet – HOST CHAPTER – November 2012

Epsilon Mu1. Omega Gents - ongoing2. Fundraiser - TBD

Epsilon Xi1. Chapter Golf Tournament –

June 2012

Mu Kappa Kappa1. Soul Stroll – TBD2. Health Symposium and the College

and Career Fair - TBD

Omicron Nu1. African American Historical and

Cultural Museum - Ongoing2. American Diabetes - Ongoing3. Mentoring & Tutoring with

Seaside Teens – Ongoing

Phi Chi1. Youth Mentoring Conference

(in partnership with Omega Boys Club, SF) – TBD

2. Health Initiative - TBD

Sigma Iota1. Omega Gents – Ongoing2. Purple & Gold Scholarship Ball –

June 20123. Scholarship Golf Tournament –

September 2012

Theta Pi1. Scholarship Golf Tournament –

June 20122. Annual Boat Ride – August

2012

Xi Nu1. Nor-Cal Area BBQ HOST

CHAPTER – June 2012

Issues and RecommendationsNone

Always in friendship,

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PacNW Area RepresentativeJohn H Johnson, Jr. (Delta Pi)PO Box 811 Renton WA 98057

[email protected]

Past Activities

Pacific Northwest Area Representative Report Period Covered: Q1-Q2

Zeta Upsilon

Delta Pi

Zeta Nu

Chi Alpha Alpha

Area Total

I. Chapter Membership: 1. Number of Financial Brothers 16 41 9 9 832. Number of Brothers Reclaimed 2 3 2 5 123. Was there a Membership Selection Process held? Yes No No No Yes4. Number of Brothers initiated 1 0 0 0 15. Number of Brothers who have transferred: OUT 0 4 0 0 46. Number of Brothers who have transferred: IN 1 2 1 6 107. Number of Undergraduate Brothers that graduated 1 0 0 0 18. Number of Inactive Brothers 19 5 7 4 359. Number of Brothers into the Omega Chapter 0 0 0 0 0

II. Chapter of the Year Activities Form77 1. Chapter of the Year Scrap Book weight

a. Cover (Y/N) 2 No No No No Nob. Table of Contents (Y/N) 2 No No No No Noc. Proper labeling (Y/N) 2 No No No No No

2. Achievement Week (Hrs) 8 200 100 0 0 3003. Scholarships Contributions ($) 8 300 3,500 750 0 4,5504. Delegate – Fall & Spring District 4 Yes Yes Yes Yes Yes5 Memorial Service 8 Yes Yes Yes Yes Yes6. Social Action Programs (Hrs) 8 235 576 73 30 9147. Talent Hunt (Hrs) 8 0 0 0 0 08. Reclamation / Retention (Hrs) 8 57 92 12 13 1749 College Endowment Fund (Hrs) 8 0 0 0 0 010 NAACP Life Member (Hrs) 4 0 71 0 25 9611. National Health Initiative (Hrs) 8 7 30 10 0 4712. Other Local Community Based Activities (Hrs) 16 0 0 0 0 013. Chapter Awards and Other Recognitions (#) 6 0 0 0 0 0 100

III. Chapter Efficiency a. DKRS - Scorecard Ranking % 100 100 40 79 80b. Total Estimated man-hours 507 882 107 74 1,570c. Total ($) of Scholarships & Contributions ($) $ 300 3,500 750 0 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.

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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,

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Southwest Area RepresentativeBrother William A. Smith (Iota Iota Iota)

P.O. Box 581049 Salt Lake City, Utah 84158Cell Phone: (801) 718-8835


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 Events1. 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 CITY & ST BasileusChapter meets (day of month)

Executive Council/ E-Board meets

Alpha Theta (U) Tempe, AZCharles [email protected]

Every Friday Every Friday

Beta Mu Mu Las Vegas, NVRandy [email protected]

3rd Tuesday Varies

Delta Alpha Alpha Tucson, AZDonald [email protected]

2nd Saturday 2nd Friday

Iota Iota IotaSalt Lake City, UT

Cliff [email protected]

3rd Monday 1st Thursday

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CHAPTER CITY & ST BasileusChapter meets (day of month)

Executive Council/ E-Board meets

Kappa Xi Las Vegas, NVRonald [email protected]

1st Saturday Week before Chpt mtg

Phi Iota Phoenix, AZMarcus [email protected]

3rd Saturday 1st Saturday

Major Chapter Goals/ProgramsThe 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)

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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-to-school 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.”

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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-A-Family. 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 InterestsExpected MSP (Undecided/No/Yes, if “Yes” potential number interested)

a. Alpha Theta Yes, 1 in Marchb. Beta Mu Mu Undecided, 3 interested c. Delta Alpha Alpha Undecided, 1 interested

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d. Iota Iota Iota No, 4 interestede. Kappa Xi Yes, 4 interestedf. Phi Iota Yes, 8 interested

Short-term Chapter GoalsAs 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 GoalsFour 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 Tourb. 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.

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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 Deadlines1. Alpha Theta - The Chapter will be on summer recess. 2. Beta Mu Mu

a. Junior golf instruction b. Nevada senior games participation c. Mentoring/tutoringd. voter registration, e. Senior citizen bowling, f. Hospital volunteeringg. Reclamation: “Smoker” for Brother recently relocated to Las Vegas

3. Delta Alpha Alphaa. Boys-Two-Men Certificationb. 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 activitiesb. Omega Weekend in August

1. Thursday: Golf Tournament2. Friday: White Party3. Omega’s Family Reunion & Back-to-School BBQue4. Omega Day at Church

c. Hosting the Fall District Council meeting: October 6, 20125. Kappa Xi

a. Informational at the University of Nevada Las Vegasb. Annual Scholarship Saturday, May 19, 2012

6. Phi Iotaa. OYLA Healthy Living Workshopb. 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”

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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 Iotaa. 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.


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Southern Cal Area RepresentativeBrother Ronan Hill (Tau Tau)

Address: 5547 E Monlaco Rd, Long Beach, CA 90808Phone: 562-618-4595


Greetings Brothers of the 12th District, I greet you in the name of my Lord and Savior Jesus Christ.

Southern California Area Basileis Conference CallA 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,

CA4. 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, MN7. SoCal Area Memorial Service, March 9, 20138. 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. David Telfort: Senior, Occidental College, Urban and Environmental Policy2. Zack Waterfire: Senior, USC, Pre-Med3. Chijioke ‘Jojo’ Ndupu: Senior, Cal State Northridge, Health Administration4. Terio Ruiz: Junior, Loyalty Marymount, Screen Writing, African-American Studies Minor5. Michael Clegg: Senior, Occidental College, Political Science6. Jordan Tyler: Junior, Cal State Los Angeles, Graphic Design7. 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

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The SoCal chapters are currently reconciling ticket money and stubs for the May 1 deadline.

Past Activities

SoCal Area MeetingThe 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 HistoryThe 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 ShowOn 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.


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Respectfully Submitted

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Special Committee

Reports

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Investment TeamChairman: Brother W. Kelly Shannon (Phi Iota)

P.O. Box 11163 Tempe, AZ 85284Phone: 602-295-1006


Team MembersKelly Shannon (12th DKF) – Team Lead Joe Outlaw (Phi Omicron ) – Investment AdvisorFred Alexander (12th District 1VDR) - Ex-Officio Member Sean Castleberry (Tau Tau) – Team MemberLloyd Bryant (Phi Iota ) – Team Member Tim McElroy (Kappa Xi) – Team MemberFranklin Harris (Gamma Alpha Alpha) – 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 marketa. December: 0.03%b. January: 4.65%c. February: 3.11%d. March: 1.02%e. April: -0.66%

3. Assessed Allocation Mixa. 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, 2012b. $1.00 invested in DJIA in Oct 2005 = $1.17 as of April 30, 2012c. $1.00 invested in S&P 500 in Oct 2005 = $1.05 as of April 30, 2012d. $1.00 invested in Nasdaq in Oct 2005 = $1.26 as of April 30, 2012

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Upcoming Activities and/or Deadlines1. Monitor the market2. Investment Team Q3 CY12 Review (Aug)

a. Review return on Short-term investmentb. Review Returns, Assess Allocation Mixc. Rebalance as needed - buy when price is lowd. Discuss long term investment and funding strategies

3. Make external investment or reallocate some cash into funds

Issues and RecommendationsWith 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,

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12th District RaffleBrother Fred Alexander (Alpha Rho)

Phone - Cell: 510-508-2677E-mail: [email protected]

Brother Nicholas Thompson (Pi Rho)Phone: 951-536-8828


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 2012 Actual YTD(as of 5/16/12 )

2011 Actual 2010 Actual

Revenue $7,975 $9,495 $10,090Awards ($1,750) ($1,750) ($3,000)

Expenses*(ticket printing & mailing paid by EEJYCS)

($ 950) est ($ 950) ($1,009)

Area Incentive ($1,000) ($1,000) ($1,000)Net Profit $4,275 $5,795 $5,081

1. The 2012 Raffle was approved at the October 2011 Winter Council meeting in Los Angeles.2. Raffle tickets were distributed by the DKRS to Area Reps in December 2011.3. Area Reps distributed tickets to their respective chapters in January and February.4. Tickets have been selling, but only a few chapters have submitted money and/or ticket stubs.5. The deadline for chapters to submit ticket stubs and money is MAY 1st.6. We request that chapters submit ONE Check payable to: EEJYCS Inc.

mail to: 12th DKRS at PO Box 56353, Riverside, CA 925177. 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.

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Standing Committee

Reports

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Community & Civic Affairs CommitteeChairman: 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: [email protected] Chairs:

Achievement Week- Andrew Davis (480) 518-2433 [email protected] Tim Melton (see contact info above)Talent Hunt- Dion Vines (818) 481-8044 [email protected]

and Kalonji Saterfield (909) 553-7502 [email protected]

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:

Sub-Committee

Objective Activity Deadline Status/Comments

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: -GraduateD. 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.

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.

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Sub-Committee


Sub-Committee


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!

Collect and review applications.

Select winners.

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.

ALL applications were due by March 15, 2012.

Done.

Announce (U) winner at the Undergraduate Luncheon.(G) winner during Civic Affairs Committee report at 12th District Meeting, June 1, 2012.

Talent Hunt Organize and execute Talent Hunt Demonstration at the District Meeting.

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 Purpose Financial Impact Target Start DateAchieve. Week NoneScholarship NoneTalent Hunt None

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History and Archives CommitteeChairman Darroll Love (Omicron Nu)

P. O. Box 864, Seaside, CA 93955Phone - Cell: 831-521-1919

E-Mail: [email protected]

Committee Members:1. Darroll Love, Omicron Nu2. Lawton Connelly, Phi Iota

Committee Objectives:1. Record current year activities2. Develop a 12th District historical document

Activities: 1. Developing former Grand Basileis biographies for Omega History Book Committee. Assigned

Basileis are:10th Bro. John W. Love 13th Bro. Matthew W. Bullock 32nd 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.


Include GB L. Benjamin Livingston Biography within history book

Initiated work orders for demographics and Omega information. Researching past Oracles for additional information.

6/15/2012

Complete draft Alpha Epsilon History

Obtained membership crossing information and chapter charter date

6/30/2012 Ongoing (extended deadline)

Complete draft Alpha Theta History

Obtained membership crossing information and chapter charter date

6/30/2012 Ongoing (extended deadline)

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Membership CommitteeChairman: Brother Eddie Bickham (Xi Gamma Gamma)

5130 Via Castilla Oceanside, CA 92057 Phone - Cell: 760-717-7624


Subcommittee Chairs:Life Membership – Lewis Sears Reclamation – Kelvin SmithRetention – Daryl Harris 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 Activity Deadline Status/CommentsMembership Membership

Selection Process application review

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.

Reclamation Recognize chapters for successfully reclaiming Brothers

2012 12th District Chapter Reclamation Awards - recognizing chapters for successfully reclaiming Brothers

1. Number and type of awards: Two awards given out, Small Chapter and Large Chapter

2. Period covered: Nov. 1, 2011 – May 1, 20123. 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).

4. Source of data: 12th District Keeper of Records and Seal5. Winners Announcement: will be made during the 12th District

Meeting Founders' banquet in Indian Wells

Retention Recognize Brothers for helping to address & improve the retention issues.

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

U/G Advisor Work with U/G Brothers to execute various initiatives

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.

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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

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Rules CommitteeChairman: Brother James Walker (Sigma Iota)

Phone: 510-967-3313E-mail: [email protected]

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 Mandates2. Review and select chapter proposals for hosting future District Meetings3. Oversee District Elections4. Moderate Candidates’ Forums

Activities, Upcoming Activities and/or Deadlines: Sub-Committee Objective Activity Deadline Status/

Comments1. Bylaws & Recommendations

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.

Reviewing submitted proposed constitutional and bylaw amendments.

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.

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.

2. Nominations, Time & Place

To select chapters proposal for hosting future District Meetings.

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 Representativea. Bro. Fred Alexander, Alpha Rho (Current 1st VDR)

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2. 1st Vice District Representativea. 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

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Social Action CommitteeChairman: Brother Shamann Walton (Theta Pi)

1063 Geneva Avenue San Francisco, CA 94112Phone - Cell: 707-332-3225


Sub-Committee Chairs: Health Initiatives - Dr. Olandis Wells NAACP Liaison - John Hatcher IIIPolitical Action - Brother Godfrey White 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 Year6. Conduct workshops at the District Council and District Meetings on the “best of the best”

chapter practices regarding “Chapter of the Year” attainment

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7. Collect and evaluate Portfolio information for Chapter of the Year (COTY)8. Submit the COTY portfolios to the International Social Action Chairman9. Present awards to all Social Action award winners at the annual District Meeting10. Conduct any committee meetings as necessary

Past & Upcoming Activities: Sub-Committee


Social Action Disseminate Chapter of the Year Guidelines/Requirements for November 1, 2010-October 31, 2011

Email COTY guidelines to entire 12th District via DKRS

October 2011

Completed

Social Action Select 12th District Chapter of the Year Winners

Judge and Select COTY Winners

May 31st 2012, 12th District Meeting

Winners announced at 12th District Meeting Founders’ Banquet (Saturday June 2, 2012)

Health and Wellness

Inform the Brotherhood about important health tips and ways to prevent diabetes, obesity and other harmful ailments

Distribute Health and Wellness Information Quarterly

More Information to Follow

More Information to Follow

Political Acton

To keep the Brotherhood abreast of legislation, decisions and information that affect us as a people

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:Sub-Committee

Recommendation Purpose Financial Impact

Target Start Date

Social Action Purchase of Plaques for Chapter of the Year Winners

To recognize chapters for their great work.

Approximately$400.00

April 2012

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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: Omega Psi Phi Fraternity, Inc.SUBJECT: Social Action Recognition CriteriaDATE: 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 MentoringHealth Initiatives Voter Registration, Education, and Mobilization

Big Brother-Big Sister Domestic Violence National Diabetes Program 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 Boys and Girls ClubsThanksgiving Baskets to the Needy Black on Black Crime WorkshopsUnited Way American Cancer SocietySickle Cell Foundation United Negro College Fund (UNCF)Senior Citizen Projects Habitat for Humanity ProjectsMentoring and Educational Projects City and State Humanitarian ProjectsCampus/ City/County Clean-Up Projects

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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 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.

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Ways and Means CommitteeChairman: Brother Dennis Martinez (Theta Pi)

1374 Gordon Lane, Santa Rosa, CA 95404Phone: (707) 526-1251


SubcommitteesBudget & Finance: Brother Robert Robinson, Lambda OmicronEconomic Development: Brother Charles Peevy, IPDR

Committee Activities to Date:1. 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:Analysis of the 12th District’s current fiscal condition has indicated the following:

1. The economic development investment fund is healthy, as indicated in the Investment Committee report.

2. 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.

3. 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.

4. 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.

5. The District Counselor expense line item was increased to $1,500, recognizing the potential need for short-notice trips in urgent situations. (Line 17).

6. 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).

7. 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)

8. 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.

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mailto:%[email protected]

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.

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12TH DISTRICT OF OMEGA PSI PHI FRATERNITY, INC.PROPOSED BUDGET FISCAL YEAR 2012/2013

A B C D E F G H I

FY 2012/2013 FY 2011/2012 FY10/11 YTD 2010/2011 FY 10/11 OVERPROPOSED APPROVED THRU APPROVED (UNDER)

BUDGET BUDGET Actuals BUDGET BUDGETOPERATING INCOME:

1 GRADUATE DUES $50 750 $37,500.00 $25,375.00 $28,723.00 $28,000.00 $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 $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%6 REINSTATEMENT FEES $3 50 $150.00 $150.00 $552.00 $0.00 $552.00 0.0%7 DISTRICT MEETING SPLIT $500.00 $1,000.00 $2,555.00 $0.00 $2,555.00 0.0%8 INTEREST INCOME FROM SAVINGS $25.00 $25.00 $3.28 $100.00 ($96.72) -96.7%9 ECONOMIC DEVELOPMENT / OTHER INCOME $0.00 $8,000.00 $4,744.40 $5,000.00 ($255.60) -5.1%10 TOTAL OPERATING INCOME $44,050.00 $39,200.00 $42,017.68 $37,600.00 $4,417.68 11.7%

OPERATING EXPENSES:12 DISTRICT REPRESENTATIVE $7,000.00 $7,000.00 $7,007.06 $7,000.00 $7.06 0.1%13 1ST VICE DISTRICT REPRESENTATIVE $3,500.00 $3,500.00 $3,068.79 $3,500.00 ($431.21) -12.3%14 2ND VICE DISTRICT REPRESENTATIVE $2,000.00 $2,000.00 $1,522.61 $2,000.00 ($477.39) -23.9%15 KEEPER OF RECORDS AND SEAL $1,500.00 $1,500.00 $427.07 $1,500.00 ($1,072.93) -71.5%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 $629.37 62.9%19 DISTRICT MARSHAL $150.00 $150.00 $0.00 $150.00 ($150.00) -100.0%20 IMMEDIATE PAST DISTRICT REP $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 0.0%27 COMMUNITY & CIVIC AFFAIRS $6,000.00 $6,300.00 $5,963.01 $5,700.00 $263.01 4.6%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%31 MEMBERSHIP $1,400.00 $1,400.00 $951.06 $1,200.00 ($248.94) -20.7%32 SOCIAL ACTION $400.00 $400.00 $430.98 $400.00 $30.98 7.7%33 U/G NATIONAL MEETINGS $1,000.00 $1,000.00 $955.10 $1,000.00 ($44.90) -4.5%34 MSP ADMINISTRATION $500.00 $500.00 $0.00 $500.00 ($500.00) -100.0%35 PRINTING DISTRICT/COUNCIL MEETING BOOKS $1,000.00 $1,000.00 $885.90 $1,000.00 ($114.10) -11.4%36 BANK CHARGES & OTHER EXPENSES $50.00 $50.00 $24.75 $50.00 ($25.25) -50.5%38 BONDING $310.00 $310.00 $309.73 $310.00 ($0.27) -0.1%39 LEADERSHIP CONFERENCE $3,000.00 $0.00 $0.00 $0.00 $0.00 0.0%40 CONCLAVE EXPENSES $0.00 $3,000.00 $3,863.00 $3,000.00 $863.00 28.8%41 CONCLAVE YOUTH LEADERSHIP CONFERENCE $0.00 $1,000.00 $0.00 $0.00 $0.00 0.0%42 DISTRICT YOUTH LEADERSHIP CONFERENCE $1,000.00 $1,000.00 $0.00 $1,000.00 ($1,000.00) -100.0%43 CONCLAVE DEVELOPMENT $3,200.00 $0.00 $0.00 $0.00 $0.00 0.0%44 CONTRIBUTION TO E. E. JUST FUND $1,500.00 $0.00 $0.00 $0.00 $0.00 0.0%45 OTHER EXPENSES $600.00 $600.00 $2,264.11 $600.00 $1,664.11 277.4%46 TOTAL OPERATING EXPENSES $43,960.00 $39,160.00 $35,755.84 $37,560.00 ($1,804.16) -4.8%

47 NET OPERATING SURPLUS (DEFICIT) $90.00 $40.00 $6,261.84 $40.00 $6,221.84 15554.6%

NON-OPERATING INCOME:48 INVESTMENT FUND REALIZED GAIN $2,000.00 $2,000.00 $1,814.93 $1,500.00 $314.93 21.0%49 TOTAL NET SURPLUS (DEFICIT) $2,090.00 $2,040.00 $8,076.77 $1,540.00 $6,536.77 424.5%

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