2023-02-02T19:36:49-06:00 2022-05-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2021-06-01 360720566 ALPHA XI DELTA FRATERNITY ALPH 3178723500 1389 W 86TH STREET 350 INDIANAPOLIS IN 46260 ELYSIA BALSTER GALLIVAN NATIONAL EXECUTIVE DIRECTOR 3178723500 2023-01-25 1 ELYSIA BALSTER GALLIVAN 999009999 ANGELA N CRAWFORD CPA P00573197 3178488920 2023-01-25 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z X ELYSIA BALSTER GALLIVAN 1389 W 86TH STREET 350 INDIANAPOLIS IN 46260 8872273 0 X WWW.ALPHAXIDELTA.ORG X 1893 OH THE MISSION OF ALPHA XI DELTA WOMEN'S FRATERNITY IS TO ENRICH THE LIFE OF EVERY ALPHA XI DELTA. WE WILL NURTURE UNITY AND COOPERATION; FOSTER INTELLECTUAL, PROFESSIONAL, AND PERSONAL GROWTH; EXEMPLIFY THE HIGHEST ETHICAL CONDUCT; INSTILL COMMUNITY RESPONSIBILITY; AND PERPETUATE FRATERNALGROWTH. 7 7 45 550 255270 0 204667 171939 7041019 7626454 42081 57138 527828 372027 7815595 8227558 0 1198676 0 0 1808464 1924054 0 0 0 5114749 5562005 6923213 8684735 892382 -457177 11681855 11173738 1767509 1803607 9914346 9370131 X THE MISSION OF ALPHA XI DELTA WOMEN'S FRATERNITY IS TO ENRICH THE LIFE OF EVERY ALPHA XI DELTA. WE WILL NURTURE UNITY AND COOPERATION; FOSTER INTELLECTUAL, PROFESSIONAL, AND PERSONAL GROWTH; EXEMPLIFY THE HIGHEST ETHICAL CONDUCT; INSTILL COMMUNITY RESPONSIBILITY; AND PERPETUATE FRATERNAL GROWTH. 0 0 INCLUDED IN THE FRATERNITY'S MISSION IS SUPPORTING LOCAL CORPORATION BOARDS AND OUR COLLEGIATE CHAPTERS, LOCATED NATION-WIDE. WE SET LOFTY STANDARDS FOR CHAPTER FACILITIES SO THAT WE CAN PROVIDE AN ENVIRONMENT THAT PROMOTES SISTERHOOD, LEARNING, WELLBEING, AND GROWTH. THE FRATERNITY PROVIDES THIS SUPPORT IN A VARIETY OF WAYS INCLUDING BY LENDING MONEY, MANAGING PROPERTY SITES, AND ACTING AS PROJECT MANAGER FOR RENOVATIONS AT OUR NON-MANAGED PROPERTIES. SEE SCHEDULE O. SEE SCHEDULE O. 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 39 0 1 45 1 1 1 0 0 0 0 533727 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IN CA X THE ORGANIZATION 3178723500 8702 FOUNDERS ROAD INDIANAPOLIS IN 46268 ROBIN HARTMAN LOCK NATIONAL VICE PRESIDENT 5.00 X X 0 0 0 MEGAN MCGOWAN CROUCH NATIONAL VICE PRESIDENT 5.00 X X 0 0 0 ELIZABETH MANUEL NATIONAL VICE PRESIDENT 5.00 X X 0 0 0 DEVON MCGOLDRICK NATIONAL VICE PRESIDENT 5.00 X X 0 0 0 DEANNA NEWELL NATIONAL VICE PRESIDENT 5.00 X X 0 0 0 REBECCA RICHTER PERRETT NATIONAL PRESIDENT 10.00 X X 0 0 0 MAY MEDALLADA ROBINSON NATIONAL VICE PRESIDENT 5.00 X X 0 0 0 ELYSIA BALSTER GALLIVAN NATIONAL EXEC. DIRECTOR 30.00 10.00 X 163085 0 5169 LORI HOLT DIRECTOR OF FINANCE 36.00 4.00 X 78617 0 10605 241702 0 15774 1 0 1 0 COLLEGE FRESH 701 DEVONSHIRE DR C-23 CHAMPAIGN IL 61820 MEALS/FOOD SERVICE 803162 OMEGAFI PO BOX 2487 COLUMBUS GA 31902 DATABASE SERVICES 120658 2 171939 171939 CHAPTER HOUSE RENTAL 900099 3738843 3738843 MEMBERSHIP DUES 900099 2837068 2837068 RISK MANAGEMENT ASSESS 900099 616344 616344 PROPERTY MANAGEMENT 900099 344921 344921 CONVENTION 900099 63165 63165 26113 26113 7626454 10227 10227 199529 199529 193323 2050 147809 653 45514 1397 46911 1397 45514 595075 496253 98822 98822 PROCEEDS FROM CLOSED C 900099 47022 47022 OTHER INCOME 900099 20354 20354 RELEASE FROM GUARANTEE 900099 6300 6300 73676 8227558 7800349 255270 0 1198676 274949 1405666 113832 129607 208900 23499 33084 4810 111685 151474 156133 2287374 26714 91737 37574 340812 402310 FOOD SERVICE 844190 REPAIRS AND MAINTENANCE 266049 BAD DEBTS 186774 OTHER CHAPTER SUPPORT 174339 214547 8684735 2684825 3484475 566480 528535 131627 62932 73528 16545 503425 625868 4942864 3773021 1399627 1169843 4108981 4171200 2213362 1114340 11681855 11173738 425478 551137 319111 436466 1022920 816004 1767509 1803607 X 9914346 9370131 9914346 9370131 11681855 11173738 -457177 -87038 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50094 50094 659919 640464 19455 2157868 1230306 927562 2074983 1902251 172732 1169843 DEPOSITS 175881 DUE FROM ALPHA XI DELTA FOUNDATION 27619 DUE FROM ALPHA XI DELTA NHC 910840 1114340 GUARANTEE OF INDEBTEDNESS 6700 FUNDS HELD FOR OTHERS 7019 SECURITY DEPOSITS 1150 DUE TO ALPHA XI DELTA NHC 801135 816004 X 8630468 -87038 496253 409215 8221253 4810 1495 6305 8227558 9174683 496253 496253 8678430 4810 1495 6305 8684735 PART X, LINE 2: THE FRATERNITY IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION AND HAS OBTAINED EXEMPTION FROM INCOME TAXES UNDER SECTION 501(C)(7) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAWS. THE EXEMPTION IS ON ALL INCOME EXCEPT UNRELATED BUSINESS INCOME. AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION IS ANY TRADE OR BUSINESS WHICH IS NOT SUBSTANTIALLY RELATED TO THE EXERCISE OR PERFORMANCE OF ITS EXEMPT PURPOSE. INCOME EARNED FROM NON-MEMBERS IS RECOGNIZED AS UNRELATED BUSINESS INCOME TO THE EXTENT SUCH INCOME IS NOT SET ASIDE. INCOME THAT IS PROPERLY SET ASIDE MUST BE USED FOR THE QUALIFYING PURPOSES OUTLINED IN THE SET ASIDE RESOLUTION. THE FRATERNITY DID NOT PAY UNRELATED BUSINESS INCOME TAX IN THE YEAR ENDED MAY 31, 2022. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FRATERNITY AND TO RECOGNIZE A TAX LIABILITY IF THE FRATERNITY HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FRATERNITY, AND HAS CONCLUDED THAT AS OF MAY 31, 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FRATERNITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FRATERNITY HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH MAY 31, 2021. INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOOD SOLD 496,253. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON ASSET DISPOSAL 1,495. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOOD SOLD 496,253. PART XII, LINE 4B - OTHER ADJUSTMENTS: GAIN ON ASSET DISPOSAL 1,495. 0 ALPHA XI DELTA NATIONAL HOUSING CORPORATION 1389 W 86TH STREET 350 INDIANAPOLIS IN 46260 352103442 501(C)(7) 139920 1053131 BOOK VALUE LOAN FORGIVENESS CHAPTER ASSISTANCE AND LOAN FORGIVENESS 0 1 X X X X 0 0 0 ELYSIA BALSTER GALLIVAN NATIONAL EXEC. DIRECTOR 149789 0 13296 0 0 0 4893 0 276 0 168254 0 0 0 FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS THE FRATERNITY'S STAFF AND VOLUNTEERS PROVIDE MULTIPLE AVENUES TO ENRICH AND SUPPORT THE SISTERHOOD EXPERIENCE OF EVERY MEMBER. - ALPHA XI DELTA EMPLOYED EDUCATIONAL LEADERSHIP CONSULTANTS TO ASSIST CHAPTERS OF ALPHA XI DELTA WITH MEMBER DEVELOPMENT, OFFICER TRANSITIONS, RECRUITMENT PLANNING, PUBLIC RELATIONS, AND OTHER ASPECTS OF CHAPTER OPERATIONS. - THERE IS DEDICATED STAFF AND PROGRAMMING TO HELP CHAPTERS RECRUIT TALENTED, BOLD WOMEN INTO OUR SISTERHOOD. THESE EFFORTS INCLUDE CHAPTER VISITS, VIRTUALLY AND IN PERSON, AND THE WORKOUT, A COMPREHENSIVE RECRUITMENT TRAINING PROGRAM ATTENDED BY CHAPTER MEMBERSHIP VICE PRESIDENTS AND OTHER RECRUITMENT OFFICERS. - OFFICER ACADEMY IS A VIRTUAL OFFICER TRAINING FOR NEW CHAPTER OFFICERS. IT FEATURED ONE RECORDED SESSION AND ONE LIVE VIRTUAL SESSION FOR EACH NEWLY ELECTED EXECUTIVE COMMITTEE OFFICER AND NEW MEMBER ORIENTATION DIRECTOR. THIS PROGRAMMING IS DESIGNED TO HELP MEMBERS BE SUCCESSFUL IN NEW ROLES, INCLUDING ENCOURAGING COLLABORATION WITH OTHER SISTERS TO ENSURE SUCCESS. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS THE FRATERNITY USES MULTIPLE AVENUES TO PROMOTE THE ACCOMPLISHMENTS OF OUR MEMBERS AND THE ORGANIZATION. - ALPHA XI DELTA'S MAGAZINE "THE QUILL" ALLOWS US TO PROMOTE THE INCREDIBLE ACCOMPLISHMENTS OF OUR MEMBERSBOTH INTERNALLY AND EXTERNALLY. WITH A CIRCULATION OF OVER 90,000, IT IS A SOURCE OF PRIDE FOR THE ORGANIZATION. - ALPHA XI DELTA PARTNERED WITH ACCESSIBE TO ENSURE OUR WEBSITE IS EVEN MORE WELCOMING TO ALL OUR MEMBERS, FRIENDS AND FAMILY WHO VISIT OUR WEBSITE DAILY. WE MADE UPDATES TO OUR WEBSITE TO INCLUDE OPTIMIZATION FOR SCREEN READERS USED BY BLIND USERS, MADE DESIGN ADJUSTMENTS FOR THE VISUALLY IMPAIRED, AND ADDED A TOOL TO ACCESS THE OPTION NEEDED TO ALLOW A USER TO HAVE THE BEST EXPERIENCE WHILE BROWSING OUR SITE. FORM 990, PART VI, SECTION A, LINE 6 THE MOST COMMON WAY TO BECOME A MEMBER OF ALPHA XI DELTA IS TO PARTICIPATE IN THE FORMAL RECRUITMENT PROCESS AT UNIVERSITIES WHERE AN ALPHA XI DELTA CHAPTER IS LOCATED. ALPHA XI DELTA IS A MEMBER OF THE NATIONAL PANHELLENIC CONFERENCE (NPC) AND RECRUITS NEW MEMBERS UNDER THEIR GUIDELINES. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF ALPHA XI DELTA ELECT THE NATIONAL COUNCIL. FORM 990, PART VI, SECTION B, LINE 11B EACH MEMBER OF THE AUDIT COMMITTEE WILL RECEIVE A COPY OF THE 990. EACH MEMBER OF THE AUDIT COMMITTEE AND ELYSIA BALSTER GALLIVAN, AS NATIONAL EXECUTIVE DIRECTOR, WILL REVIEW THE 990. ONCE THOSE INDIVIDUALS HAVE APPROVED, THE 990 WILL BE ISSUED. THE FINAL VERSION WILL BE SHARED WITH THE NATIONAL COUNCIL FOR AWARENESS PRIOR TO ISSUANCE. FORM 990, PART VI, SECTION B, LINE 12C THE FORMS ARE COLLECTED, KEPT ON FILE, AND INDIVIDUALS ARE ASKED TO RECUSE THEMSELVES FROM A VOTE IF IT IS A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE FRATERNITY HAS AN EXECUTIVE PERFORMANCE AND COMPENSATION REVIEW COMMITTEE COMPRISED OF THREE BOARD MEMBERS. THOSE MEMBERS REACH OUT TO THE FOUNDATION CHAIR AND NHC PRESIDENT FOR FEEDBACK. THEY REVIEW BOTH INDUSTRY STANDARDS FOR COMPENSATION AS WELL AS GREEK ORGANIZATION SURVEY RESULTS. LOCATION OF THE NATIONAL EXECUTIVE DIRECTOR IS ALSO TAKEN INTO CONSIDERATION. THE COMMITTEE COMPLETES THE REVIEW DOCUMENT AND AGREES ON THE COMPENSATION. NATIONAL PRESIDENT COMPLETES THE REVIEW AND SENDS A MEMO TO DIRECTOR OF FINANCE AND OPERATIONS FOR THE FRATERNITY FOR EXECUTION. FORM 990, PART VI, SECTION C, LINE 19 KEPT ON FILE. AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.