ALPHA GAMMA DELTA FOUNDATION INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ALPHA GAMMA DELTA FOUNDATION INC (EIN 35-2057322)
Tax period
2020-06-01 to 2021-05-31
Filed
2021-09-27
IRS object ID
202112709349300436
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-09-27T11:11:22-05:00ReturnTs
Tax Period End2021-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351178661PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLUE & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112800 N MERIDIAN ST STE 400AddressLine1Txt
CityCARMELCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352057322EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALPHA GAMMA DELTA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALPHBusinessNameControlTxt
Phone3176634242PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18710 NORTH MERIDIAN STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46260ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIE A WAITMANPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone3176634242PhoneNum
Signature2021-09-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJULIEPersonFirstNm
Person LastWAITMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANGELA N CRAWFORD CPAPreparerPersonNm
PTINP00573197PTIN
Phone3178488920PhoneNum
Preparation2021-09-24PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJULIE A WAITMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18710 NORTH MERIDIAN STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46260ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$11,758,704GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ALPHAGAMMADELTAFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTHE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers55TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,274,832PYContributionsGrantsAmt
CY Contributions Grants$1,316,695CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$99,910PYInvestmentIncomeAmt
CY Investment Income$1,655,991CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,374,742PYTotalRevenueAmt
CY Total Revenue$2,972,686CYTotalRevenueAmt
PY Grants And Similar Paid$936,399PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$785,586CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$450,757PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$510,204CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$58,114PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$56,149CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$382,078CYTotalFundraisingExpenseAmt
PY Other Expenses$354,801PYOtherExpensesAmt
CY Other Expenses$269,892CYOtherExpensesAmt
PY Total Expenses$1,800,071PYTotalExpensesAmt
CY Total Expenses$1,621,831CYTotalExpensesAmt
PY Revenues Less Expenses-$425,329PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,350,855CYRevenuesLessExpensesAmt
Total Assets BOY$10,311,613TotalAssetsBOYAmt
Total Assets EOY$12,717,880TotalAssetsEOYAmt
Total Liabilities BOY$208,698TotalLiabilitiesBOYAmt
Total Liabilities EOY$135,562TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,102,915NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$12,582,318NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$266,322ExpenseAmt
Grant$250,000GrantAmt
DescGRANTS TO 45 ORGANIZATIONS IN 25 STATES FIGHTING THE CRITICAL ISSUE OF HUNGER ON THE MOST LOCAL COMMUNITY LEVEL. GRANT SUPPORTED PROGRAMS RANGED FROM A SCHOOL MOBILE PANTRY TO EMERGENCY COVID-19 FOOD PANTRY RELIEF TO SUPPORTING OUR VULNERABLE SENIOR POPULATION THROUGH MEALS ON WHEELS FOOD DELIVERY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$247,243ExpenseAmt
Grant$191,000GrantAmt
Desc150 UNDERGRADUATE AND GRADUATE SCHOLARSHIP GRANTS TO MEMBERS OF ALPHA GAMMA DELTA ADVANCING AND COMPLETING THEIR EDUCATION AT INSTITUTIONS OF HIGHER EDUCATION. ALL DURING A TIME WHEN MANY STUDENTS WERE REQUIRED TO EXTEND THEIR TIME AT SCHOOL DUE TO COVID-19 ACADEMIC DELAYS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$244,201ExpenseAmt
Grant$224,326GrantAmt
DescONE-YEAR PROGRAM GRANTS TO ALPHA GAMMA DELTA FRATERNITY FOR ITS EDUCATIONAL, LEADERSHIP AND PHILANTHROPIC INITIATIVES. HIGHLIGHTS INCLUDED FUNDING FOR: * CREATION OF A NEW HARM PREVENTION PROGRAM FOCUSING ON HEALTHY RELATIONSHIPS, CONSENT AND CREATING A CULTURE OF CARE AND BELONGING FOR MORE THAN 4,000 NEW MEMBERS; * MENTAL HEALTH PROGRAMS - INCLUDING EIGHT IMPACT TALKS WITH MORE THAN 3,900 VIEWS ALONG WITH ONE-ON-ONE CHAPTER CONSULTATIONS AND COACHING DURING THE HEART OF THE PANDEMIC; * DIVERSITY, EQUITY AND INCLUSION - CREATION AND IMPLEMENTATION OF SIX TRAINING MODULES FOR THREE KEY STAKEHOLDER GROUPS THIS FISCAL YEAR: COLLEGIATE MEMBERS, LOCAL ADVISORS AND ALPHA GAMMA DELTA STAFF. MORE THAN 5,000 COLLEGIANS AND ALUMNAE REPRESENTING 120 CHAPTERS ACROSS NORTH AMERICA PARTICIPATED IN THE PROGRAM. TOPICS INCLUDED IMPLICIT BIAS, MACRO/MICROAGGRESSIONS, AND BEING ONE OF FEW SISTERS OF COLOR IN A CHAPTER. * ACADEMY FOR CHAPTER ADVISORS - 98 CHAPTER ADVISORS, REPRESENTING FOUR GENERATIONS FROM ACROSS NORTH AMERICA, GREW GEN Z COACHING SKILLS, LEARNED HOW TO MOVE FORWARD FROM A CRISIS, GAINED MENTAL HEALTH COPING SKILLS AND RECEIVED DIVERSITY EQUITY AND INCLUSION TRAINING. * NOT ANY MORE - AN ONLINE PROGRAM ADAPTED FOR FRATERNITIES AND SORORITIES TO EDUCATE COLLEGE WOMEN ON VIOLENCE PREVENTION AND TO PROVIDE ENHANCED SKILLS AND EDUCATION ON SEXUAL ASSAULT, CONSENT, SURVIVOR SUPPORT AND BYSTANDER INTERVENTION. MORE THAN 2,200 NEW MEMBERS PARTICIPATED IN THE PROGRAM. * LOVE LEAD LISTEN PODCAST - WITH OVER 10,800 DOWNLOADS ACROSS 32 COUNTRIES SINCE ITS LAUNCH IN MAY 2020, THE PODCAST COVERED PERSONAL AND PROFESSIONAL TOPICS INCLUDING BOSSING UP, HUNGER IN A COVID AMERICA WITH FEEDING AMERICA, AND PRIDE AND TRUE. * ACADEMY FOR COLLEGIATE OFFICERS - MOVING TO A VIRTUAL EVENT DUE TO COVID, MORE THAN 1,600 COLLEGIATE OFFICERS FROM NORTH AMERICA PARTICIPATED - THREE TIMES THE TRADITIONAL ATTENDANCE. PERSONAL AND LEADERSHIP DEVELOPMENT TRAININGS INCLUDED THE STORIES WE TELL OURSELVES (IMPOSTER SYNDROME), ZOOM LIKE A BOSS, DOING THE HEART WORK, AND THE STORIES WE SHARE AND AMPLIFY (AMPLIFYING THE VOICES OF OTHERS). *GREEKLIFEEDU - IN THIS PROGRAM THE TOPICS OF ALCOHOL ABUSE, SEXUAL ASSAULT AND HAZING INTERSECT. MORE THAN 3,750 OF OUR NEWEST MEMBERS WERE REMINDED OF THEIR OWN VALUES AND STRENGTHS AND CHALLENGED TO LEVERAGE THEM THROUGHOUT LEARNING SCENARIOS FOUND IN DAILY CAMPUS LIFE. * EPSILON PI JOURNEY. THIS RE-IMAGINED MEMBER EXPERIENCE PROGRAM IS DIVIDED INTO FOUR PATHS AND STRIVES TO MEET MEMBERS - BOTH COLLEGIANS AND ALUMNAE - WHERE THEY ARE IN LIFE, AND TO PROVIDE PERSONAL AND PROFESSIONAL DEVELOPMENT. GRANT FUNDING INCLUDED SUPPORT FOR A VIRTUAL LEARNING PLATFORM - A CRITICAL SHIFT FROM IN-PERSON TO VIRTUAL LEADERSHIP DEVELOPMENT DUE TO THE PANDEMIC. CURRENTLY THE LMS HOSTS 12,745 ACTIVE USERS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)

ExpenseExpenseAmtGrantGrantAmtDescDesc
$47,181$37,210EMERGENCY FINANCIAL GRANT ASSISTANCE AND DISASTER RELIEF GRANTS TO 43 SISTERS OF ALPHA GAMMA DELTA EXPERIENCING UNIMAGINABLE CIRCUMSTANCES INCLUDING SERIOUS ILLNESS, FAMILY CRISIS, FINANCIAL DISTRESS ANDMORE.
$84,047$76,000EDUCATIONAL AREA HOUSING GRANTS PROVIDING EQUIPMENT AND FACILITIES THAT SUPPORT ACADEMIC SUCCESS.
$8,538$6,30013 GRANTS TO 10 MEMBERS OF ALPHA GAMMA DELTA WHO ARE CONTINUING THEIR EDUCATIONAL AND PROFESSIONAL DEVELOPMENT ON A PART-TIME BASIS.
$4,282ACADEMIC RECOGNITION PROGRAM RECOGNIZING THE TOP CUMULATIVE GRADE POINT AVERAGE OF 155 GRADUATING SISTERS IN ALPHA GAMMA DELTA CHAPTERS THROUGHOUT THE UNITED STATES AND CANADA.
$23,112$750MISCELLANEOUS GRANTS, PRINT, EVENT, 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 128,000 COLLEGIATE AND ALUMNAE MEMBERS OF ALPHA GAMMA DELTA. WEBSITE AND SOCIAL MEDIA COMMUNICATIONS ARE AVAILABLE 24/7 TO THE PUBLIC.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$167,160TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$120,260TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$924,926TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JULIE A WAITMAN EXECUTIVE DIRECTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3176634242PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18710 NORTH MERIDIAN STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46260ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CAROL RICHARDS PESKE
PRESIDENT5.00Yes (X)Yes (X)$0$0$0
ADRIENNE KERR BECKETT
VICE PRESIDENT5.00Yes (X)Yes (X)$0$0$0
PATTI GUTHRIE ROGERS
TREASURER5.00Yes (X)Yes (X)$0$0$0
SYLVIE KRAMER WEIKER
SECRETARY5.00Yes (X)Yes (X)$0$0$0
MELISSA JACOBSON JAMES
BOARD MEMBER5.00Yes (X)$0$0$0
LEE WOODHAM LANGUB
BOARD MEMBER5.00Yes (X)$0$0$0
MARTHA PETRY PARHAM
BOARD MEMBER5.00Yes (X)$0$0$0
MAURIE JONES PHELAN
BOARD MEMBER5.00Yes (X)$0$0$0
LYNNE DUNFORD ROSSELL
BOARD MEMBER5.00Yes (X)$0$0$0
JULIE WAITMAN
EXECUTIVE DIRECTOR40.00Yes (X)$111,824$0$11,181
FieldValueIRS element (for citing)
Total Reportable Comp From Org$111,824TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$11,181TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$76,100GovernmentGrantsAmt
All Other Contributions$1,240,595AllOtherContributionsAmt
Total Contributions$1,316,695TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$166,034TotalRevenueColumnAmt
Exclusion$166,034ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$10,275,975SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$8,786,018SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,489,957SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,489,957TotalRevenueColumnAmt
Exclusion$1,489,957ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,972,686TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,655,991ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$560,576TotalAmt
Program Services$560,576ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$225,010TotalAmt
Program Services$225,010ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$124,901TotalAmt
Program Services$41,218ProgramServicesAmt
Management And General$51,209ManagementAndGeneralAmt
Fundraising$32,474FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$296,934TotalAmt
Program Services$32,367ProgramServicesAmt
Management And General$125,592ManagementAndGeneralAmt
Fundraising$138,975FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$12,905TotalAmt
Program Services$1,264ProgramServicesAmt
Management And General$5,467ManagementAndGeneralAmt
Fundraising$6,174FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$44,092TotalAmt
Program Services$5,506ProgramServicesAmt
Management And General$22,435ManagementAndGeneralAmt
Fundraising$16,151FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$31,372TotalAmt
Program Services$5,308ProgramServicesAmt
Management And General$13,293ManagementAndGeneralAmt
Fundraising$12,771FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$9,953TotalAmt
Program Services$1,083ProgramServicesAmt
Management And General$1,190ManagementAndGeneralAmt
Fundraising$7,680FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$32,200TotalAmt
Program Services$7,875ProgramServicesAmt
Management And General$24,325ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$56,149TotalAmt
Fundraising$56,149FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$53,158TotalAmt
Program Services$34,166ProgramServicesAmt
Management And General$18,992ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$45,477TotalAmt
Program Services$13,816ProgramServicesAmt
Management And General$2,041ManagementAndGeneralAmt
Fundraising$29,620FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$60,614TotalAmt
Program Services$8,876ProgramServicesAmt
Management And General$14,560ManagementAndGeneralAmt
Fundraising$37,178FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$15,745TotalAmt
Program Services$2,081ProgramServicesAmt
Management And General$5,540ManagementAndGeneralAmt
Fundraising$8,124FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$857TotalAmt
Program Services$474ProgramServicesAmt
Management And General$143ManagementAndGeneralAmt
Fundraising$240FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,297TotalAmt
Program Services$391ProgramServicesAmt
Management And General$963ManagementAndGeneralAmt
Fundraising$943FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,317TotalAmt
Management And General$4,317ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmt
BANKING AND FINANCE FEE$28,038$22,836$5,202
ALLOCATION OF FUNDRAISI$20,755$20,755
AWARDS$8,248$122$4,013$4,113
REGISTRATION FEES$7,970$1,400$4,820$1,750

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$19,737TotalAmt
Program Services-$20,948ProgramServicesAmt
Management And General$402ManagementAndGeneralAmt
Fundraising$809FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,621,831TotalAmt
Program Services$924,926ProgramServicesAmt
Management And General$314,827ManagementAndGeneralAmt
Fundraising$382,078FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$147,289BOYAmt
EOY$144,214EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,160,432BOYAmt
EOY$568,570EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$69,060BOYAmt
EOY$31,728EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$19,914BOYAmt
EOY$19,914EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$79,605LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$74,859LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,123BOYAmt
EOY$4,746EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,909,795BOYAmt
EOY$11,937,763EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$10,945EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,311,613BOYAmt
EOY$12,717,880EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$132,598BOYAmt
EOY$59,462EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$76,100BOYAmt
EOY$76,100EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$208,698BOYAmt
EOY$135,562EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,441,862BOYAmt
EOY$4,180,578EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,661,053BOYAmt
EOY$8,401,740EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,102,915BOYAmt
EOY$12,582,318EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,311,613BOYAmt
EOY$12,717,880EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,350,855ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,128,548NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,341,269CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,377,316CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,949,616CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,274,832CurrentTaxYearMinus1YearAmt
Current Tax Year$1,316,695CurrentTaxYearAmt
Total$7,259,728TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,341,269CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,377,316CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,949,616CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,274,832CurrentTaxYearMinus1YearAmt
Current Tax Year$1,316,695CurrentTaxYearAmt
Total$7,259,728TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$449,449SubstantialContributorsTotAmt
Public Support Total170$6,810,279PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$181,434CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$191,400CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$224,822CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$243,600CurrentTaxYearMinus1YearAmt
Current Tax Year$166,034CurrentTaxYearAmt
Total$1,007,290TotalAmt
FieldValueIRS element (for citing)
Total Support$8,267,018TotalSupportAmt
Public Support CY1700.82380PublicSupportCY170Pct
Public Support PY1700.81610PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,173,198BeginningYearBalanceAmt
Contributions$301,294ContributionsAmt
Investment Earnings Or Losses$1,688,158InvestmentEarningsOrLossesAmt
Grants Or Scholarships$177,557GrantsOrScholarshipsAmt
Administrative Expenses$106,164AdministrativeExpensesAmt
End Year Balance$7,878,929EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,082,507BeginningYearBalanceAmt
Contributions$187,205ContributionsAmt
Investment Earnings Or Losses$203,981InvestmentEarningsOrLossesAmt
Grants Or Scholarships$203,769GrantsOrScholarshipsAmt
Administrative Expenses$96,726AdministrativeExpensesAmt
End Year Balance$6,173,198EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,138,591BeginningYearBalanceAmt
Contributions$221,285ContributionsAmt
Investment Earnings Or Losses$22,869InvestmentEarningsOrLossesAmt
Grants Or Scholarships$204,548GrantsOrScholarshipsAmt
Administrative Expenses$95,690AdministrativeExpensesAmt
End Year Balance$6,082,507EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,788,388BeginningYearBalanceAmt
Contributions$216,971ContributionsAmt
Investment Earnings Or Losses$393,595InvestmentEarningsOrLossesAmt
Grants Or Scholarships$168,697GrantsOrScholarshipsAmt
Administrative Expenses$91,666AdministrativeExpensesAmt
End Year Balance$6,138,591EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,383,747BeginningYearBalanceAmt
Contributions$190,801ContributionsAmt
Investment Earnings Or Losses$436,007InvestmentEarningsOrLossesAmt
Grants Or Scholarships$139,378GrantsOrScholarshipsAmt
Administrative Expenses$82,789AdministrativeExpensesAmt
End Year Balance$5,788,388EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00160BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.74730PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.25110TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$79,605OtherCostOrOtherBasisAmt
Depreciation$74,859DepreciationAmt
Book Value$4,746BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,746TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescREFUNDABLE ADVANCEDesc
Amt$76,100Amt
FieldValueIRS element (for citing)
Total Liability$76,100TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,048,076TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,128,548NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,128,548RevenueNotReportedAmt
Revenue Subtotal$2,919,528RevenueSubtotalAmt
Investment Expenses Not Incld$53,158InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$53,158RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,972,686TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,568,673TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,568,673ExpensesSubtotalAmt
Investment Expenses Not Incld2$53,158InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$53,158ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,621,831TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2021 AND 2020, 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.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1GABRIEL GROUPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13190 RIDER TRAIL SOUTHAddressLine1Txt
CityEARTH CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP56301ZIPCd
FieldValueIRS element (for citing)
ActivityCONSULTANTS ON DIRECT MAIL PROGRAMActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$128,342GrossReceiptsAmt
Retained By Contractor$56,149RetainedByContractorAmt
Net To Organization$72,193NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$128,342TotalGrossReceiptsAmt
Total Retained By Contractors$56,149TotalRetainedByContractorsAmt
Total Net To Organization$72,193TotalNetToOrganizationAmt
Licensed StatesAKLicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesNVLicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINE 2B, COLUMN (V)FormAndLineReferenceDesc
ExplanationPAYMENTS FOR PROFESSIONAL FUNDRAISING SERVICES ARE BILLED SEPARATELY UNDER PROGRAM MANAGEMENT FEES. ALL EXPENSES ARE BILLED AS ITEMIZED EXPENSES.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (26 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY
8710 N MERIDIAN STINDIANAPOLISIN46260221550561501(C)(7)$12,800WELLNESS & HARM PREVENTION EDUCATION
ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY
8710 N MERIDIAN STINDIANAPOLISIN46260221550561501(C)(7)$35,178GREEKLIFEEDU
ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY
8710 N MERIDIAN STINDIANAPOLISIN46260221550561501(C)(7)$4,200NOT ANY MORE PROGRAM
ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY
8710 N MERIDIAN STINDIANAPOLISIN46260221550561501(C)(7)$27,600ACADEMY FOR CHAPTER OFFICERS
ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY
8710 N MERIDIAN STINDIANAPOLISIN46260221550561501(C)(7)$26,167MENTAL HEALTH PROGRAM
ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY
8710 N MERIDIAN STINDIANAPOLISIN46260221550561501(C)(7)$31,200EQUITY EDUCATION
ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY
8710 N MERIDIAN STINDIANAPOLISIN46260221550561501(C)(7)$82,922EPSILON PI JOURNEY & ACORN
ASTER AGING INC
45 W UNIVERSITY DRMESAAZ85201942596075501(C)(3)$5,000HUNGER RELIEF
COMMUNITY FOOD BANK OF SOUTHERN ARIZONA
3003 S COUNTRY CLUB RDTUCSONAZ85713510192519501(C)(3)$10,000HUNGER RELIEF
FEEDING THE VALLEY FOOD BANK
PO BOX 8904COLUMBUSGA31908581498131501(C)(3)$7,300HUNGER RELIEF
FOOD BANK OF NORTHEAST ARKANSAS
3414 ONE PL PO BOX 2097JONESBOROAR72402710810999501(C)(3)$7,300HUNGER RELIEF
FOOD FINDERS FOOD BANK
1204 GREENBUSH STLAFAYETTEIN47904311020198501(C)(3)$7,300HUNGER RELIEF
FOOD LIFELINE
815 S 96TH STSEATTLEWA98108911090450501(C)(3)$7,500HUNGER RELIEF
GLEANERS FOOD BANK OF INDIANA
3737 WALDEMERE AVEINDIANAPOLISIN46241351483868501(C)(3)$10,000HUNGER RELIEF
GREAT PLAINS FOOD BANK
1720 3RD AVE NFARGOND58102472229589501(C)(3)$7,300HUNGER RELIEF
LOS ANGELES REGIONAL FOOD BANK
1734 E 41ST STLOS ANGELESCA90058953135649501(C)(3)$5,000HUNGER RELIEF
MEALS ON WHEELS OF AMERICA
1550 CRYSTAL DRIVE SUITE 1004ARLINGTONVA22202237447812501(C)(3)$50,000HUNGER RELIEF
MEALS ON WHEELS OF TAMPA
5320 NORTH BLVDTAMPAFL33603591679915501(C)(3)$6,500HUNGER RELIEF
NORTHERN ILLINOIS FOOD BANK
273 DEARBORN CTGENEVAIL60134363203648501(C)(3)$7,300HUNGER RELIEF
OREGON FOOD BANK
7900 NE 33RD DRPORTLANDOR97211930785786501(C)(3)$10,000HUNGER RELIEF
SECOND HARVEST FOOD BANK
331 GREAT CIRCLE RDNASHVILLETN372281703621049447501(C)(3)$10,000HUNGER RELIEF
SENIOR RESOURCES
2817 MILLWOOD AVECOLUMBIASC29205570484965501(C)(3)$5,000HUNGER RELIEF
THE FOOD BANK FOR CENTRAL AND NORTHEAST MISSOURI
2101 VANDIVER DRCOLUMBIAMO65202431238934501(C)(3)$7,500HUNGER RELIEF
AGD FRATERNITY HOUSING CORPORATION-UPSILON
8710 N MERIDIAN STINDIANAPOLISIN46260452988927501(C)(7)$25,000EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS
AGD FRATERNITY HOUSING CORPORATION-BETA BETA
8710 N MERIDIAN STINDIANAPOLISIN46260452988927501(C)(7)$32,000EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS
AGD FRATERNITY HOUSING CORPORATION-EPSILON
8710 N MERIDIAN STINDIANAPOLISIN46260452988927501(C)(7)$16,000EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS
FieldValueIRS element (for citing)
Total501c3 Org21Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS AND GRANTSGrantTypeTxt
Recipient182RecipientCnt
Cash Grant$225,010CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANT DETERMINATION - THE FOUNDATION DETERMINES ELIGIBLE GRANT RECIPIENTS OBJECTIVELY BASED UPON ESTABLISHED CRITERIA THAT HAS BEEN APPROVED BY THE BOARD OF TRUSTEES. ALL GRANT PROGRAMS REQUIRE COMPLETION OF A PROGRAM-SPECIFIC FORMAL APPLICATION. DEPENDING UPON THE PROGRAM, APPLICATIONS ARE REVIEWED BY BOARD COMMITTEES WHO MAY APPROVE RECIPIENTS ON BEHALF OF THE FOUNDATION OR VOLUNTEER COMMITTEES WHO MAKE RECOMMENDATION FOR APPROVAL TO THE BOARD OF TRUSTEES. 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF THE FORM 990 WAS PRESENTED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW IN ADVANCE OF BOARD APPROVAL.
FORM 990, PART VI, SECTION B, LINE 12CTHE FOUNDATION TRUSTEES, OFFICERS AND EMPLOYEES ANNUALLY DISCLOSE OR UPDATE TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. THE EXECUTIVE COMMITTEE DETERMINES THE APPROPRIATE COURSE OF ACTION WHICH MAY INCLUDE, BUT IS NOT LIMITED TO, TAKING NO ACTION, PROVIDING FULL DISCLOSURE TO THE BOARD OF TRUSTEES, 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 EXECUTIVE DIRECTOR ALSO MONITORS PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND IS TO DISCLOSE THEM TO THE EXECUTIVE COMMITTEE 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 15ATHE COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES OR PERSONNEL COMMITTEE, 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 EXECUTIVE DIRECTOR. THIS PROCESS WAS LAST PERFORMED IN 2020.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION PROVIDES, UPON REQUEST TO THE EXECUTIVE DIRECTOR, 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 2CTHE 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.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.