2020-07-14T15:43:41-05:00 2019-12-31 310905417 VONLEHMAN & COMPANY INC 5975 CASTLE CREEK PARKWAY N DR STE 400 INDIANAPOLIS IN 46250 990 2019-01-01 426075434 DELTA CHI EDUCATIONAL FOUNDATION DELT 4632077234 314 CHURCH STREET IOWA CITY IA 52245 ROD ARNOLD CHAIRMAN 4632077234 2020-06-24 1 YVONNE B DE CALONNE P00163431 3174690169 69.61.206.123 2020-06-24 12:27:01 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 06BF35BEE9F47216E7947B83A21FC92B91E6D29A 2019 2020-09-23 17:36:50Z X ROD ARNOLD 314 CHURCH STREET IOWA CITY IA 52245 2120384 0 X WWW.DCEF.COM X 1954 IA THE MISSION OF THE DELTA CHI EDUCATIONAL FOUNDATION IS TO PROVIDE LEADERSHIP, SCHOLARSHIP AND OTHER EDUCATIONAL SUPPORT TO THE UNDERGRADUATE MEMBERS AND CHAPTERS OF THE DELTA CHI FRATERNITY. 17 17 5 39 0 0 663409 755183 0 0 71232 186554 -23662 -1052 710979 940685 262535 523985 0 0 173784 160235 0 0 199874 338820 289121 775139 973341 -64160 -32656 3070182 3229600 207069 184708 2863113 3044892 X THE MISSION OF DELTA CHI EDUCATIONAL FOUNDATION IS TO PROVIDE LEADERSHIP, SCHOLARSHIP, AND OTHER EDUCATIONAL SUPPORT TO THE UNDERGRADUATE MEMBERS AND CHAPTERS OF THE DELTA CHI FRATERNITY. 0 0 441054 441054 CHAPTERS AND COLONIES SEEKING TO BUILD OR RENOVATE A CHAPTER HOUSE CAN UTILIZE AN E-CHI ACCOUNT TO ACCUMULATE TAX FREE DONATIONS TO BE APPLIED TOWARDS ITS CONTRUCTION OR RENOVATION. 16590 14050 CHAPTER SCHOLARSHIP ACCOUNTS ENABLE INTERESTED ALUMNI OF EACH UNDERGRADUATE CHAPTER TO FUND SUCH ACCOUNTS TO PROMOTE AND REWARD ACADEMIC ACHEIVEMENT TO THE UNDERGRADUATES BY GIVING SCHOLARSHIPS TO RECOGNIZE AND ENCOURAGE OUTSTANDING STUDENTS. 61329 61329 THE PRESIDENTS "A"'S FROM EACH UNDERGRADUATE DELTA CHI CHAPTER ATTEND A LEADERSHIP AND MANAGEMENT SEMINAR AT A LOCATION IN SOUTHERN INDIANA. IT IS THE FRATERNITY'S PREMIER LEADERSHIP AND MANAGEMENT SKILLS DEVELOPMENT PROGRAM FOR LEADERS OF THE UNDERGRADUATE CHAPTERS. IT IS PROVIDED AT NO COST TO THE UNDERGRADUATE ATTENDEES. THE DELTA CHI EDUCATIONAL FOUNDATION ASSISTS IN RAISING MONEY TO FUND THIS IMPORTANT EDUCATIONAL SEMINAR. 10092 7552 UNDERGRADUATE MEMBERS AND MEMBERS IN GRADUATE SCHOOL CAN APPLY FOR INDIVIDUAL SCHOLARSHIPS THAT ARE GRANTED FROM NUMEROUS FUND ACCOUNTS. THESE SCHOLARSHIPS CAN BE USED TOWARDS TUITION OR OTHER EDUCATIONAL RELATED EXPENSES. 10092 7552 529065 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 3 0 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 0 1 0 0 NY X JUSTIN SHERMAN 4632077234 314 CHURCH STREET IOWA CITY IA 52245 ROD ARNOLD CHAIRMAN 1.00 X X 0 0 0 DONALD LAPLANTE VICE PRESIDENT 1.00 X X 0 0 0 ANDREW HAGGERTY VICE PRESIDENT 1.00 X X 0 0 0 DON TURK SECRETARY 1.00 X X 0 0 0 JOHN ZIEGLER TREASURER 1.00 X X 0 0 0 JAMES MARASCIO MEMBER AT LARGE 1.00 X X 0 0 0 TRAVIS COVEY DIRECTOR 1.00 X 0 0 0 MATTHEW GORNEY DIRECTOR 1.00 X 0 0 0 BOBBY DEWRELL DIRECTOR 1.00 X 0 0 0 BOB HENDERSHOT DIRECTOR 1.00 X 0 0 0 CHAD WOLETT DIRECTOR 1.00 X 0 0 0 JASON BUTLER DIRECTOR 1.00 X 0 0 0 JOHN TUNILA DIRECTOR 1.00 X 0 0 0 MIKE CARROLL 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 STEVEN MICHELS DIRECTOR 1.00 X 0 0 0 JUSTIN SHERMAN EXECUTIVE DIRECTOR 5.00 X 15986 0 0 15986 0 0 0 0 0 0 0 755183 755183 85394 85394 1280859 1179699 101160 101160 101160 OTHER INCOME 900099 -1052 -1052 -1052 940685 0 0 185502 504885 504885 19100 19100 15986 15986 144249 3855 51030 89364 78533 78533 9137 9137 41441 45 41396 3794 3096 698 14734 14734 4450 4450 26656 3768 22888 2478 2478 IN-KIND BOARD EXPENSE 35281 35281 BANK AND FILING FEES 17979 17979 ANNUITY EXPENSE 16038 16038 MISCELLANEOUS 13335 1225 2837 9273 25265 3744 21521 973341 529065 244402 199874 234796 193811 231639 118801 172972 2451854 2833456 6195 3717 26897 25644 3070182 3229600 39402 33213 167667 151495 207069 184708 X -14153 -64247 2877266 3109139 2863113 3044892 3070182 3229600 -32656 214435 0 X X 0 1 X 1 0 X 1157721 1217068 1036395 663409 755183 4829776 1157721 1217068 1036395 663409 755183 4829776 23039 4806737 27556 40393 60264 84946 77840 290999 953 -23662 -22709 5098066 0.94290 0.94090 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2017 AMOUNT: $ 953. 2018 AMOUNT: $ -23,662. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 842809 17823 141457 26757 975332 833442 77023 -42063 25593 842809 762663 19034 53745 500 1500 833442 704661 69020 14111 23841 1288 762663 747175 12623 -47536 2410 5191 704661 0.00000 1.00000 0.00000 0 0 0 GIFT ANNUITY PAYABLE 151495 151495 X 1145983 214435 214435 931548 9137 9137 940685 964204 0 964204 9137 9137 973341 PART V, LINE 4: THE DELTA CHI EDUCATIONAL FOUNDATION INTENDS TO USE ITS ENDOWMENT FUNDS FOR ACADEMIC SCHOLARSHIPS. 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. AS A SINGLE MEMBER LIMITED LIABILITY COMPANY, CORNELL, LLC IS A DISREGARDED ENTITY FOR INCOME TAX PURPOSES, IS EXEMPT UNDER THE FOUNDATION'S EXEMPTION, AND IS INCLUDED IN THE TAX FILINGS OF THE FOUNDATION. 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, 2019 AND 2018, 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 EMBRY RIDDLE CHAPTER BUILDING CORPORATION 803 GOLF ISLAND DRIVE APOLLO BEACH FL 33572 237437667 501(C)(2) 38000 GRANT TO IMPROVE THE CHAPTER'S EDUCATIONAL FACILITIES AND FURTHER THE CHAPTER'S EDUCATION DELTA CHI HOUSING HOUSING CORPORATION AT CORNELL INC 410 EAST UPLAND ROAD ITHACA NY 14850 582493721 501(C)(7) 186515 GRANT TO IMPROVE THE CHAPTER'S EDUCATIONAL FACILITIES AND FURTHER THE CHAPTER'S EDUCATION DELTA CHI FRATERNITY PO BOX 1817 IOWA CITY IA 52244 420212285 501(C)(7) 61329 TO SUPPORT DELTA CHI FRATERNITY'S ANNUAL "A"S' ACADEMY WHICH IS A THREE DAY EDUCATIONAL CONFERENCE FOR THE FRATERNITY'S CHAPTER PRESIDENTS. LOUISIANA TECH DELTA CHI HOUSE CORPORATION 5723 RIDGEFIELD LANE LITTLE ROCK AR 72223 721190334 501(C)(7) 25966 GRANT TO IMPROVE THE CHAPTER'S EDUCATIONAL FACILITIES AND FURTHER THE CHAPTER'S EDUCATION DELTA CHI FRATERNITY MICHIGAN CHAPTER 1705 HILL STREET ANN ARBOR MI 48104 381388184 501(C)(7) 12900 GRANT TO IMPROVE THE CHAPTER'S EDUCATIONAL FACILITIES AND FURTHER THE CHAPTER'S EDUCATION GEORGIA TECH DELTA CHI 170 5TH STREET ATLANTA GA 30313 581914040 501(C)(7) 175000 GRANT TO IMPROVE THE CHAPTER'S EDUCATIONAL FACILITIES AND FURTHER THE CHAPTER'S EDUCATION NORTH AMERICAN INTERFRATERNITY CONFERENCE 865 W CARMEL DRIVE CARMEL IN 46032 351871701 501(C)(6) 5175 2019 UIFI REGISTRATION SCHOLARSHIPS 7 SCHOLARSHIPS 102 19100 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 PROVIDED TO INDIVIDUALS ARE BASED UPON SCHOLARSHIP REQUESTS. THE REQUEST MUST DEMONSTRATE THE INDIVIDUAL'S ACCOMPLISHMENTS OR ENDEAVORS TO SUPPORT AWARDING A SCHOLARSHIP. FORM 990, PART VI, SECTION A, LINE 6 DELTA CHI'S WHO HAVE MADE A CONTRIBUTION OF MONEY OR PERSONAL PROPERTY TOTALING $200 OR MORE IN A CALENDAR YEAR BECOME VOTING MEMBERS OF THE DELTA CHI EDUCATIONAL FOUNDATION. MEMBERS OF THE DCEF BOARD OF DIRECTORS MUST MAINTAIN A YEARLY CONTRIBUTION LEVEL OF $1,000 WHILE THEY SERVE ON THE BOARD. THE BOARD OF DIRECTORS ELECTS IT'S OFFICERS AND MEMBERS OF 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 THE GOVERNING BOARD RECEIVES A DRAFT COPY OF THE INFORMATION RETURN ELECTRONICALLY FOR THEIR REVIEW. THE TREASURER COORDINATES THE APPROVAL OF THE GOVERNING BOARD. AFTER APPROVAL IS RECEIVED, THE INFORMATION RETURN IS SUBMITTED TO THE IRS. 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 PROFESSIONAL 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. PART XII, LINE 2C THE PROCESSES DID NOT CHANGE DURING THE TAX YEAR. CORNELL LLC PO BOX 383 COLUMBUS IN 47202 REAL ESTATE IN 0 0 DELTA CHI EDUCATIONAL FOUNDATION