2025-04-28T18:15:06-05:00 2024-12-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2024-01-01 426075434 DELTA CHI EDUCATIONAL FOUNDATION DELT 4632077234 3845 N MERIDIAN STREET INDIANAPOLIS IN 46208 JOHN ZIEGLER CHAIRMAN 4632077234 2025-04-28 1 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2025-04-28 2024 2025-03-06 01:10:19Z DELTA CHI FOUNDATION JOHN ZIEGLER 3845 N MERIDIAN STREET INDIANAPOLIS IN 46208 3166936 0 X WWW.DCEF.COM X 1954 IA THE MISSION OF DELTA CHI EDUCATIONAL FOUNDATION IS TO DEVELOP, MANAGE, AND STEWARD FINANCIAL RESOURCES IN SUPPORT OF THE DELTA CHI FRATERNITY'S ROLE IN PROMOTING THE ACQUISITION OF A SOUND EDUCATION. 19 19 2 39 0 0 1020762 1774181 0 0 545545 546958 2107 2013 1568414 2323152 262944 408263 0 0 195724 204108 0 0 311584 402263 428074 860931 1040445 707483 1282707 7349596 8728897 11984 205929 7337612 8522968 THE MISSION OF DELTA CHI EDUCATIONAL FOUNDATION IS TO DEVELOP, MANAGE AND STEWARD FINANCIAL RESOURCES IN SUPPORT OF THE DELTA CHI FRATERNITY'S ROLE IN PROMOTING THE ACQUISITION OF A SOUND EDUCATION. 0 0 60468 60468 ECHI ACCOUNTS: DCEF PROVIDES GRANTS FOR FRATERNITY HOUSING EXPENSES DEEMED EDUCATIONAL BY THE IRS. THESE EXPENSES INCLUDE DESIGN AND CONSTRUCTION, MAINTENANCE FOR STUDY ROOMS, LIBRARIES, COMPUTER ROOMS, LEADERSHIP TRAINING ROOMS, UTILITIES, AND EDUCATIONAL STORAGE ROOMS. DONATIONS TO ECHI ACCOUNTS ARE TAX-DEDUCTIBLE. 69507 69507 CHAPTER SCHOLARHIP ACCOUNTS PROVIDE A MEANS TO PROMOTE INCENTIVES THAT IMPROVE ACADEMICS, SUPPORT UNDERGRADUATES FOR ACADEMIC ACHIEVEMENT, ASSIST STUDENT MEMBERS TO INCREASE THEIR LEADERSHIP SKILLS, AND PROVIDE EDUCATIONAL PROGRAMMING FOR THE MEMBERS AND CHAPTERS. EACH CHAPTER'S CSA CAN BE UNIQUE IN THE WAY IT ASSISTS IN BENEFITING ITS MEMBERS AND CAN BE CUSTOMIZED BASED ON THE NEEDS OF THE CHAPTER. 303002 278288 DCF PROVIDES GRANTS TO THE DELTA CHI FRATERNITY INC., TO OFFSET THE INCURRED EXPENSES ASSOCIATED WITH THE REGIONAL LEADERSHIP ACADEMIES (RLA), DALE CARNEGIE SCHOLARS, AND CONVENTION PROGRAMMING. THE RLAS OBJECTIVE IS TO BETTER EQUIP MEMBERS WITH THE SKILLS AND CONFIDENCE TO LEAD THEIR CHAPTERS AND UPLOLD THE FRATERNITY'S VALUES. DALE CARNEGIE SCHOLARS IS A WORLD-RENOWNED PROGRAM THAT IS DESIGNED TO BUILD GREATER CONFIDENCE, STRENGTHEN PEOPLE SKILLS, ENHANCE COMMUNICATION, DEVELOP LEADERSHIP SKILLS, REDUCE STRESS, AND IMPROVE ATTITUDES. 432977 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 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 1 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY IN X X JUSTIN SHERMAN 4632077234 3845 N MERIDIAN STREET INDIANAPOLIS IN 46208 ROD ARNOLD PAST CHAIRMAN 1.00 X X 0 0 0 DAVID CLOUTIER VP COMMITTEES 1.00 X X 0 0 0 TRAVIS COVEY SECRETARY 1.00 X X 0 0 0 DAVID EDWARDS TREASURER 1.00 X X 0 0 0 ANDREW HAGGERTY VP PROGRAMS 1.00 X X 0 0 0 JOHN ZIEGLER CHAIRMAN 1.00 X X 0 0 0 JASON BUTLER DIRECTOR 1.00 X 0 0 0 MICHAEL CARROLL DIRECTOR 1.00 X 0 0 0 PETER CHANDLER DIRECTOR 1.00 X 0 0 0 MICHAEL GEARY DIRECTOR 1.00 X 0 0 0 ERIC KERSTETTER MEMBER AT LARGE 1.00 X 0 0 0 DONALD LAPLANTE DIRECTOR 1.00 X 0 0 0 JAMES MARASCIO DIRECTOR 1.00 X 0 0 0 STEVEN MICHELS DIRECTOR 1.00 X 0 0 0 DONALD TURK DIRECTOR 1.00 X 0 0 0 JASON MICHAEL WALKER DIRECTOR 1.00 X 0 0 0 MILES WASHBURN DIRECTOR 1.00 X 0 0 0 PATRICK WEBER DIRECTOR 1.00 X 0 0 0 CHAD WOLETT DIRECTOR 1.00 X 0 0 0 JUSTIN SHERMAN EXECUTIVE DIRECTOR 40.00 X 99571 0 1312 99571 0 1312 0 0 0 0 0 1774181 286632 1774181 225124 225124 1165618 843784 321834 321834 321834 OTHER INCOME 900099 2013 2013 2013 2323152 0 0 548971 X 338756 338756 69507 69507 100883 100883 84743 22200 11686 50857 7130 863 4299 1968 11352 1651 6192 3509 32867 32867 71452 71452 15359 15359 131938 2705 129233 1475 695 780 27606 25732 1874 12726 12726 3900 3900 4234 4234 41709 18756 22953 PRINTING AND PUBLICATIO 63530 63530 FUNDER AWARDS 10863 10863 MISCELLANEOUS EXPENSE 10415 1358 9057 1040445 432977 295884 311584 465384 1013257 2548654 2158243 2133 1511 4278509 5501041 54916 54845 7349596 8728897 11984 205929 11984 205929 X 821852 1016276 6515760 7506692 7337612 8522968 7349596 8728897 1282707 -97351 0 X X 0 1 X 1 0 X 1291590 833405 4009303 1020762 1774181 8929241 1291590 833405 4009303 1020762 1774181 8929241 1637305 7291936 59356 63193 68486 131414 225124 547573 795 28417 973 2107 2013 34305 9511119 0.76670 0.83540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1692125 623388 178207 64567 2429153 1262326 296767 136231 3199 1692125 1452722 24860 -168567 46689 1262326 1035515 333489 112982 29264 1452722 975332 22168 69702 31687 1035515 0.13680 0.82000 0.04320 0 0 0 X 2264252 -97351 53810 -43541 2307793 15359 15359 2323152 1078896 53810 53810 1025086 15359 15359 1040445 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF 22 DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES PLUS ONE FUND WITHOUT DONOR RESTRICTIONS THAT HAS BEEN DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS AN ENDOWMENT TO SUPPORT GENERAL OPERATIONS. THE ORGANIZATION'S SPENDING POLICIES FOR ENDOWMENT FUNDS VARY ACCORDING TO EACH SPECIFIC WRITTEN DONOR AGREEMENT. IN ALL CASES, THE ENDOWMENT FUND SPENDING POLICIES DO NOT EXCEED INVESTMENT POLICY TARGETED RETURN. PART X, LINE 2: 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 SIMILAR STATE LAW. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION 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 ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. AS SUCH, THE ORGANIZATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE ORGANIZATION 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 ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE CONSOLIDATED FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 DELTA CHI FRATERNITY INC 3845 N MERIDIAN STREET INDIANAPOLIS IN 46208 420212285 501(C)(7) 233500 0 TO SUPPORT THE DELTA CHI FRATERNITY'S ANNUAL REGIONAL LEADERSHIP ACADEMIES, EDUCATIONAL SPEAKERS, AND DALE CARNEGIE SCHOLARS PROGRAM LOUSIANA TECH DELTA CHI HOUSE CORPORATION 5425 RIDGEFIELD LANE LITTLE ROCK AZ 72223 721190334 501(C)(7) 37852 0 EDUCATIONAL HOUSING GRANT DELTA CHI BUILDING CORPORATION PO BOX 790 STARKVILLE MS 39760 340435674 501(C)(7) 20917 0 EDUCATIONAL HOUSING GRANT 0 3 SCHOLARSHIPS 138 69507 PART I, LINE 2: A GRANT IS AWARDED TO DELTA CHI FRATERNITY FOR THEIR LEADERSHIP CONFERENCE. A REQUEST FOR THE GRANT IS RETAINED ALONG WITH THE SCHEDULE OF EDUCATIONAL ACTIVITIES THAT ARE PART OF THE LEADERSHIP CONFERENCE. SCHOLARSHIP AWARDS ARE PROVIDED TO INDIVIDUALS ARE BASED UPON SCHOLARSHIP REQUESTS. THE REQUEST MUST DEMONSTRATE THE INDIVIDUAL'S ACCOMPLISHMENTS OR ENDEAVORS TO SUPPORT AWARDING A SCHOLARSHIP. X 7 286632 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 DONORS WHO HAVE LIFETIME CONTRIBUTIONS OF $1,890 OR HAVE CONTRIBUTED $189 IN THE CURRENT OR PRIOR FISCAL YEAR SHALL BECOME VOTING MEMBERS OF THE DELTA CHI EDUCATIONAL FOUNDATION. MEMBERS OF THE DCEF BOARD OF DIRECTORS HAVE AN ANNUAL EXPECTATION TO CONTRIBUTE $2,500 WHILE THEY SERVE ON THE BOARD. THE BOARD OF DIRECTORS ELECTS ITS EXECUTIVE COMMITTEE FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ARE ENTITLED TO BE ABLE TO CAST VOTES IN ELECTING MEMBERS OF THE BOARD OF DIRECTORS. DCEF MEMBERS WITH VOTING RIGHTS MAY VOTE IN PERSON, BY MAIL, OR BY PROXY EXECUTED IN WRITING. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE 990 PRIOR TO SENDING AN ELECTRONIC COPY TO THE GOVERNING BOARD FOR THEIR REVIEW. AFTER SUFFICIENT TIME TO REVIEW AND PROVIDE FEEDBACK, THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE DCEF BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE SITUATIONS THAT COME TO THEIR ATTENTION WHEREBY THEY MAY HAVE A CONFLICT OF INTEREST. EMPLOYEES OF DCEF ARE REQUIRED TO DISCLOSE BUSINESS SITUATIONS THAT WOULD BE IN CONFLICT WITH THE INTERESTS OF DCEF. ALL EMPLOYEES MUST DISCLOSE ALL PERSONAL OR PROFESISONAL INVOLVEMENT WITH ANY OTHER FRATERNAL ORGANIZATION BEFORE ACCEPTING EMPLOYMENT WITH DCEF. AT THAT TIME IT WILL BE DETERMINED BY THE DCEF BOARD OF DIRECTORS IF SAID INVOLVEMENT WOULD CREATE A CONFLICT OF INTEREST. VIOLATION OF THIS POLICY MAY RESULT IN DISCIPLINARY ACTION, INCLUDING TERMINATION OF EMPLOYMENT. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE SETS THE EXECUTIVE DIRECTOR'S PAY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE NOT REQUIRED DISCLOSURES PURSUANT TO IRC SEC 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,027. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,027. PAYROLL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,678. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,678. CAPITAL CAMPAIGN: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 129,233. TOTAL EXPENSES 129,233.