2023-09-28T11:02:55-05:00 2023-05-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2022-06-01 352057322 ALPHA GAMMA DELTA FOUNDATION INC ALPH 3176634242 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 JULIE A WAITMAN CHIEF EXECUTIVE OFFICER 3176634242 2023-09-27 1 JULIE WAITMAN 999009999 0 ANGELA N CRAWFORD CPA P00573197 3178488920 2023-09-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JULIE A WAITMAN 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 17716629 0 X WWW.ALPHAGAMMADELTAFOUNDATION.ORG X 1998 IN THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP. 9 9 6 60 0 0 1845855 1967921 0 0 657209 -218485 0 0 2503064 1749436 811965 842278 0 0 521729 482006 55176 0 383669 311005 433356 1699875 1757640 803189 -8204 11594510 11857273 55978 197135 11538532 11660138 X THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP. 0 0 328882 266375 159 UNDERGRADUATE AND GRADUATE SCHOLARSHIP GRANTS TO MEMBERS OF ALPHA GAMMA DELTA ADVANCING AND COMPLETING THEIR EDUCATION AT INSTITUTIONS OF HIGHER EDUCATION IN CRITICAL FIELDS INCLUDING BIOTECHNOLOGY, MEDICINE, EDUCATION, HEALTH CARE, AGRICULTURE, THE ARTS AND MANY MORE. 259119 250000 GRANTS TO 28 ORGANIZATIONS IN 20 STATES FIGHTING THE CRITICAL ISSUE OF HUNGER ON THE MOST LOCAL COMMUNITY LEVEL. GRANT SUPPORTED PROGRAMS INCLUDED FARM TO PANTRY, FOOD RESCUE, SCHOOL BACKPACK PROGRAMS AND SUPPORTING OUR VULNERABLE SENIOR POPULATION THROUGH MEALS ON WHEELS FOOD DELIVERY. 222858 200000 ONE-YEAR PROGRAM GRANTS TO ALPHA GAMMA DELTA FRATERNITY FOR EDUCATIONAL, LEADERSHIP AND PHILANTHROPIC INITIATIVES. HIGHLIGHTS INCLUDED FUNDING FOR: ACADEMY FOR CHAPTER ADVISORS - SUPPORTING OUR LOCAL COLLEGIATE MENTORS THROUGH EDUCATION IN AREAS OF COMMUNICATIONS WITH TODAY'S COLLEGE STUDENTS, BOUNDARY SETTING AND DIFFICULT CONVERSATIONS, AND LEADING FROM THE PASSENGER'S SEAT. ACORN - A LEARNING MANAGEMENT PLATFORM ACCESSIBLE TO ALL 145,000 LIVING MEMBERS OF THE FRATERNITY. THE CATALOGUE OF COURSES INCLUDES HOW TO COMMAND A ROOM, MENTAL HEALTH RESOURCES, THRIVING IN A REMOTE WORLD; DIVERSITY, EQUITY, INCLUSION AND BELONGING; HEALTHY RELATIONSHIPS, SUPPORTING SEXUAL ASSAULT SURVIVORS AND MUCH MORE. EMPOWER - LAUNCH OF ALPHA GAMMA DELTA'S NEW, OPTIONAL LEADERSHIP PROGRAM FOR THE HIGHEST MOTIVATED LEVEL OF LEADERS IN OUR 118 COLLEGIATE CHAPTERS ACROSS NORTH AMERICA. LED BY ESTABLISHED ALUMNAE PROFESSIONALS, COLLEGIATE PARTICIPANTS IN THIS COHORT MODEL DEFINED THEIR PERSONAL VISIONS AND LEADERSHIP STYLES AND CREATED STRATEGIES TO SET GOALS AND BUILD RELATIONSHIPS TO POSITIVELY IMPACT THEIR COMMUNITIES. THE PROGRAM CONCLUDED WITH AN IN-PERSON, WEEKEND CAPSTONE EXPERIENCE. LEADERSHIP CONSULTANT PROGRAM - 180 HANDS-ON LEADERSHIP AND PERSONAL/PROFESSIONAL DEVELOPMENT TRAINING AND COACHING VISITS DELIVERED TO 18-22-YEAR-OLD COLLEGIATE WOMEN AT 101 ALPHA GAMMA DELTA CHAPTERS ACROSS THE UNITED STATES AND CANADA, IMPACTING THE MAJORITY OF OUR 11,000 COLLEGIATE WOMEN. MENTAL HEALTH - THE CALL TO CONTINUE SUPPORTING MENTAL HEALTH INITIATIVES REMAINS LOUD AND CLEAR AS OUR 18-22-YEAR-OLD MEMBERS READAPT TO IN-PERSON RELATIONSHIPS. GRANT FUNDS UNDERWROTE SELF-CARE INVENTORIES, GROUP CONSULTATIONS AND VIRTUAL IMPACT TALKS FOCUSING ON TOPICS INCLUDING GROUP THINK, HOLISTIC WELLNESS, TOXIC POSITIVITY AND MANAGING UNCERTAINTY. WHILE FOCUSED ON OUR YOUNGEST MEMBERS, THESE RESOURCES ARE AVAILABLE TO OUR FULL MEMBERSHIP OF OVER 145,000 WOMEN. 98237 90000 EDUCATIONAL AREA HOUSING GRANTS PROVIDING EQUIPMENT AND FACILITIES THAT SUPPORT ACADEMIC SUCCESS FOR 11 COLLEGIATE CHAPTERS THROUGHOUT THE UNITED STATES. 32628 26120 HARDSHIP FINANCIAL GRANT ASSISTANCE AND DISASTER RELIEF GRANTS TO 24 SISTERS OF ALPHA GAMMA DELTA EXPERIENCING UNIMAGINABLE CIRCUMSTANCES INCLUDING SERIOUS ILLNESS, FAMILY CRISIS, FINANCIAL DISTRESS AND MORE. 7644 6301 13 GRANTS TO 11 MEMBERS OF ALPHA GAMMA DELTA WHO ARE CONTINUING THEIR EDUCATIONAL AND PROFESSIONAL DEVELOPMENT ON A PART-TIME BASIS. 116461 3482 MISCELLANEOUS GRANTS, ACADEMIC RECOGNITION PROGRAMS, EVENTS, COMMUNICATIONS AND GENERAL MANAGEMENT OF ALPHA GAMMA DELTA FOUNDATION'S GRANT, EDUCATION AND SCHOLARSHIP PROGRAMS INCLUDING ACCESSIBILITY TO APPLICATIONS, PROGRAM EDUCATION AND AWARENESS, AND REPORTING OF PROGRAM IMPACT. PRINT COMMUNICATIONS REACH OVER 129,000 COLLEGIATE AND ALUMNAE MEMBERS OF ALPHA GAMMA DELTA. WEBSITE AND SOCIAL MEDIA COMMUNICATIONS ARE AVAILABLE 24/7 TO THE PUBLIC. 254970 125903 1065829 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN IL AK AL AR CO CT FL HI KS KY LA MA MD MI MN MS NC NH NJ NM NY OK OR PA RI SC TN UT VA WA WI WV X JULIE A WAITMAN CHIEF EXECUTIVE OFFICER 3176634242 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 CAROL RICHARDS PESKE CHAIR 5.00 X X 0 0 0 ADRIENNE KERR BECKETT VICE CHAIR 5.00 X X 0 0 0 PATTI GUTHRIE ROGERS BOARD MEMBER 5.00 X X 0 0 0 SYLVIE KRAMER WEIKERT BOARD MEMBER 5.00 X X 0 0 0 MELISSA JACOBSON JAMES BOARD MEMBER 5.00 X 0 0 0 LEE WOODHAM LANGUB BOARD MEMBER 5.00 X 0 0 0 MARTHA PETRY PARHAM BOARD MEMBER 5.00 X 0 0 0 MAURIE JONES PHELAN BOARD MEMBER 5.00 X 0 0 0 LYNNE DUNFORD ROSSELL BOARD MEMBER 5.00 X 0 0 0 JULIE WAITMAN CHIEF EXECUTIVE OFFICER AND SECRETARY 40.00 X 120443 0 11667 CHRIS FEDOR TREASURER 40.00 X 62171 0 18925 182614 0 30592 1 0 0 0 0 1967921 114318 1967921 256255 256255 15492453 15967193 -474740 -474740 -474740 1749436 0 0 -218485 545482 545482 296796 296796 223258 51717 95628 75913 197665 45793 84663 67209 6799 1574 2913 2312 24212 4095 14107 6010 30072 6907 13055 10110 12549 867 2907 8775 36441 9276 27165 48664 32487 16177 54359 21045 4890 28424 68752 15829 21722 31201 29674 9243 11263 9168 54146 30434 13191 10521 36065 36065 2271 527 972 772 1683 1683 MISCELLANEOUS 40238 40238 REGISTRATION FEES 18504 100 13818 4586 BANKING AND FINANCE FEE 15585 14871 714 AWARDS 9823 5915 423 3485 4602 -48323 -31306 84231 1757640 1065829 308142 383669 543717 285338 595135 571092 68266 44470 43731 22976 86532 79691 6027 6841 10335004 10855230 2630 71326 11594510 11857273 55978 129230 0 67905 55978 197135 X 3767192 3648096 7771340 8012042 11538532 11660138 11594510 11857273 -8204 129810 0 X X 0 1 X 1 0 X 1949616 1274832 1316695 1845855 1967921 8354919 1949616 1274832 1316695 1845855 1967921 8354919 207617 8147302 224822 243600 166034 222684 256255 1113395 9468314 0.86050 0.85080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7252864 410318 -80726 248965 106469 7227022 7878929 461275 -779235 188075 120030 7252864 6173198 301294 1688158 177557 106164 7878929 6082507 187205 203981 203769 96726 6173198 6138591 221285 22869 204548 95690 6082507 0.00160 0.91940 0.07900 0 0 86532 79691 6841 6841 OPERATING LEASE LIABILITY 67905 67905 X 1830582 129810 129810 1700772 48664 48664 1749436 1708976 0 1708976 48664 48664 1757640 PART V, LINE 4: THE ENDOWMENT FUNDS ARE TO BE USED FOR SCHOLARSHIPS AND GRANTS TO MEMBERS, AND LEADERSHIP AND EDUCATIONAL GRANTS TO ALPHA GAMMA DELTA FRATERNITY. PART X, LINE 2: FEDERAL INCOME TAX: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION OTHER THAN A PRIVATE FOUNDATION, AND IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND RELATED STATE LAWS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION 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 FOUNDATION, AND HAS CONCLUDED THAT AS OF MAY 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. AS SUCH, THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND A SIMILAR STATE RETURN, WHICH ARE INFORMATIONAL RETURNS ONLY. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 LIFECARE ALLIANCE 1699 W MOUND ST COLUMBUS OH 43223 314379494 501(C)(3) 5500 0 HUNGER RELIEF GLEN ELLYN FOOD PANTRY 493 FOREST AVE GLEN ELLYN IL 60137 363423123 501(C)(3) 6000 0 HUNGER RELIEF GREAT PLAINS FOOD BANK 1720 3RD AVE N FARGO ND 58102 472229589 501(C)(3) 6000 0 HUNGER RELIEF FEEDING SAN DIEGO 9477 WAPLES ST 100 SAN DIEGO CA 92121 260457477 501(C)(3) 6000 0 HUNGER RELIEF REDWOOD EMPIRE FOOD BANK 3990 BRICKWAY BLVD SANTA ROSA CA 95403 680121855 501(C)(3) 6000 0 HUNGER RELIEF COLORADO FARM TO TABLE PO BOX 826 SALIDA CO 81201 204006105 501(C)(3) 6000 0 HUNGER RELIEF FEEDING THE GULF COAST 5248 MOBILE SOUTH ST THEODORE AL 365821604 630821997 501(C)(3) 6000 0 HUNGER RELIEF THE FOOD DEPOT 1222A SILER RD SANTA FE NM 87507 850416803 501(C)(3) 7500 0 HUNGER RELIEF MARTHA'S VILLAGE & KITCHEN 83791 DATE AVE INDIO CA 92201 330777892 501(C)(3) 7500 0 HUNGER RELIEF MEALS ON WHEELS OF LONG BEACH PO BOX 15688 LONG BEACH CA 90815 952829715 501(C)(3) 7500 0 HUNGER RELIEF EDMOND MOBILE MEALS 25 W 3RD ST EDMOND OK 73003 731250443 501(C)(3) 7500 0 HUNGER RELIEF FEEDING AMERICA TAMPA BAY INC 4702 TRANSPORT DR BLDG 6 LAKELAND FL 33605 592116576 501(C)(3) 7500 0 HUNGER RELIEF IOWA STATE UNIVERSITY FOUNDATION A37 FRILEY HALL 212 BEYER CT AMES IA 50012 421143702 501(C)(3) 7500 0 HUNGER RELIEF NORTHERN ILLINOIS FOOD BANK 273 DEARBORN CT GENEVA IL 60134 363203648 501(C)(3) 10000 0 HUNGER RELIEF GEORGIA MOUNTAIN FOOD BANK 1642 CALVARY INDUSTRIAL DR SW GAINESVILLE GA 30507 262787610 501(C)(3) 10000 0 HUNGER RELIEF FOOD BANK OF NORTHEAST ARKANSAS 3414 ONE PL PO BOX 2097 JONESBORO AR 72402 710810999 501(C)(3) 10000 0 HUNGER RELIEF SECOND HARVEST HEARTLAND 7101 WINNETKA AVE N BROOKLYN PARK MN 55428 237417654 501(C)(3) 10000 0 HUNGER RELIEF CHATTANOOGA AREA FOOD BANK 2009 CURTAIN POLE RD CHATTANOOGA TN 37406 620867645 501(C)(3) 10000 0 HUNGER RELIEF FOOD FINDERS FOOD BANK 1204 GREENBUSH ST LAFAYETTE IN 47906 311020198 501(C)(3) 10000 0 HUNGER RELIEF ARROWLEAF 101 OLIVER ST VIENNA IL 62995 376147532 501(C)(3) 10000 0 HUNGER RELIEF BLESSINGS IN A BACKPACK INC 4121 SHELBYVILLE RD LOUISVILLE KY 40207 261964620 501(C)(3) 18000 0 HUNGER RELIEF MEALS ON WHEELS OF AMERICA 1550 CRYSTAL DRIVE SUITE 1004 ARLINGTON VA 22202 237447812 501(C)(3) 50000 0 HUNGER RELIEF AGD FRATERNITY HOUSING CORPORATION (LAMBDA DELTA EAG) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 5500 0 EDUCATIONAL AREA GRANT - LAMBDA DELTA EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. AGD FRATERNITY HOUSING CORPORATION (EPSILON NU EAG) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 6000 0 EDUCATIONAL AREA GRANT - EPSILON NU EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. AGD FRATERNITY HOUSING CORPORATION (OMEGA EAG) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 10000 0 EDUCATIONAL AREA GRANT - OMEGA EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. AGD FRATERNITY HOUSING CORPORATION (ZETA EAG) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 10000 0 EDUCATIONAL AREA GRANT - ZETA EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. AGD FRATERNITY HOUSING CORPORATION (SIGMA EAG) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 12000 0 EDUCATIONAL AREA GRANT - SIGMA EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. AGD FRATERNITY HOUSING CORPORATION (ZETA EPSILON EAG) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 14000 0 EDUCATIONAL AREA GRANT - ZETA EPSILON EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. AGD FRATERNITY HOUSING CORPORATION (DELTA THETA EAG) 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 21000 0 EDUCATIONAL AREA GRANT - DELTA THETA EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. ALPHA GAMMA DELTA FRATERNITY 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 221550561 501(C)(7) 17300 0 ACADEMY FOR CHAPTER ADVISORS FOCUSING ON TODAY'S STUDENTS, BOUNDARY SETTING AND MENTORING. ALPHA GAMMA DELTA FRATERNITY 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 221550561 501(C)(7) 35100 0 VIRTUAL LEARNING/MANAGEMENT SYSTEM AND TRAINING PROGRAMS AVAILABLE TO ALL MEMBERS. ALPHA GAMMA DELTA FRATERNITY 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 221550561 501(C)(7) 77487 0 EMPOWER LEADERSHIP PROGRAM FOR OUR MOST MOTIVATED LEADERS. ALPHA GAMMA DELTA FRATERNITY 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 221550561 501(C)(7) 42563 0 LEADERSHIP CONSULTANT PROGRAM - HANDS ON COLLEGIATE LEADERSHIP TRAINING ACROSS NORTH AMERICA. ALPHA GAMMA DELTA FRATERNITY 8710 N MERIDIAN STREET INDIANAPOLIS IN 46260 221550561 501(C)(7) 27550 0 MENTAL HEALTH PROGRAMS INCLUDING SELF-CARE, GROUP DYNAMICS AND MANAGING UNCERTAINTY. 22 2 SCHOLARSHIPS AND GRANTS 190 296796 PART I, LINE 2: GRANT DETERMINATION - THE FOUNDATION DETERMINES ELIGIBLE GRANT RECIPIENTS OBJECTIVELY BASED UPON ESTABLISHED CRITERIA. ALL GRANT PROGRAMS REQUIRE COMPLETION OF A PROGRAM-SPECIFIC FORMAL APPLICATION. DEPENDING UPON THE PROGRAM, APPLICATIONS ARE REVIEWED BY VOLUNTEER COMMITTEES WHO MAKE RECOMMENDATION FOR APPROVAL TO THE CEO. GRANT MONITORING - INDIVIDUALS RECEIVING SCHOLARSHIP GRANTS ARE REQUIRED TO PROVIDE PROOF OF ENROLLMENT IN SCHOOL BEFORE FUNDS ARE RELEASED. SIS GRANTS AND CONTINUING EDUCATION RECIPIENTS INCLUDE SPECIFIC USE OF FUNDS IN PROGRAM APPLICATIONS. ORGANIZATIONS RECEIVING GRANT SUPPORT ARE REQUESTED TO PROVIDE ANNUAL FINAL GRANT REPORTS WHICH OUTLINE USE AND IMPACT OF FUNDING. SHOULD A FINAL GRANT REPORT NOT BE RECEIVED, THE FOUNDATION MAY CONSIDER NOT AWARDING FUTURE FUNDING TO THE ORGANIZATION. X 4 114318 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE FOUNDATION AMENDED ITS BYLAWS TO INCLUDE THE CHIEF EXECUTIVE OFFICER AS AN OFFICER OF THE CORPORATION. AS SUCH, THE DUTIES OF THE CHIEF EXECUTIVE OFFICER WERE OUTLINED. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PRESENTED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW IN ADVANCE OF FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION TRUSTEES, OFFICERS AND EMPLOYEES ANNUALLY DISCLOSE OR UPDATE INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. THE BOARD DETERMINES THE APPROPRIATE COURSE OF ACTION WHICH MAY INCLUDE, BUT IS NOT LIMITED TO, TAKING NO ACTION, ASKING THE PERSON TO RECUSE THEMSELVES FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE FOUNDATION, ASKING THE PERSON TO RESIGN FROM HIS/HER POSITION, OR POSSIBLE REMOVAL FROM HIS/HER POSITION. THE CEO ALSO MONITORS PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE CEO IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES, USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THIS MAY INCLUDE BUT IS NOT LIMITED TO A SURVEY OF SIMILAR FRATERNAL ENTITIES IN THE LOCAL AREA, UTILIZATION OF UNITED STATES BUREAU OF LABOR STATISTICS FOR SIMILAR POSITIONS IN THE LOCAL AREA, UTILIZATION OF THE CONSUMER PRICE INDEX FOR URBAN AREAS AND/OR UTILIZATION OF PERFORMANCE EVALUATIONS BY BOARD MEMBERS AND THE CEO. THIS PROCESS WAS LAST PERFORMED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION PROVIDES, UPON REQUEST TO THE CEO, COPIES OF THE ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, FORM 990 AND AUDITED FINANCIAL STATEMENTS. THE FOUNDATION'S FORM 990 IS PUBLICLY AVAILABLE ON GUIDESTAR. PART XII, LINE 2C THE FOUNDATION HAS A COMMITTEE THAT ASSUMES OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.