ALPHA GAMMA DELTA FOUNDATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ALPHA GAMMA DELTA FOUNDATION INC (EIN 35-2057322)
- Tax period
- 2019-06-01 to 2020-05-31
- Filed
- 2020-09-10
- IRS object ID
- 202032549349300728
- Schema version
- 2019v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-10T12:22:12-05:00 | ReturnTs |
| Tax Period End | 2020-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 N MERIDIAN ST STE 400 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352057322 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPHA GAMMA DELTA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALPH | BusinessNameControlTxt |
| Phone | 3176634242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8710 NORTH MERIDIAN STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE A WAITMAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3176634242 | PhoneNum |
| Signature | 2020-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA N CRAWFORD CPA | PreparerPersonNm |
| PTIN | P00573197 | PTIN |
| Phone | 3178488920 | PhoneNum |
| Preparation | 2020-09-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.170.167.139 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-10 | IPDt |
| IP Tm | 09:56:54 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AF923E04E140C4DE71FD41AF2127CF5344A3E036 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JULIE A WAITMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8710 NORTH MERIDIAN STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,674,745 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALPHAGAMMADELTAFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 57 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,949,616 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,274,832 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $193,053 | PYInvestmentIncomeAmt |
| CY Investment Income | $99,910 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,142,669 | PYTotalRevenueAmt |
| CY Total Revenue | $1,374,742 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $795,200 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $936,399 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $470,794 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $450,757 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $55,695 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $58,114 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $398,181 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $404,748 | PYOtherExpensesAmt |
| CY Other Expenses | $354,801 | CYOtherExpensesAmt |
| PY Total Expenses | $1,726,437 | PYTotalExpensesAmt |
| CY Total Expenses | $1,800,071 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $416,232 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$425,329 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,309,238 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,311,613 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $56,778 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $208,698 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,252,460 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,102,915 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $259,331 | ExpenseAmt |
| Grant | $250,000 | GrantAmt |
| Desc | GRANT FUNDING TO 52 ORGANIZATIONS IN 28 STATES AND PROVINCES FIGHTING HUNGER ON THE MOST LOCAL LEVEL IN OUR COMMUNITIES. GRANTS RANGED FROM BACKPACK PROGRAMS, TO NUTRITIONAL FOOD PREPARATION TRAINING, TO EMERGENCY FOOD DELIVERIES AND MUCH MORE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $287,441 | ExpenseAmt |
| Grant | $229,500 | GrantAmt |
| Desc | 150 UNDERGRADUATE AND GRADUATE SCHOLARSHIP GRANTS TO MEMBERS OF ALPHA GAMMA DELTA FRATERNITY ADVANCING THEIR EDUCATION AT INSTITUTIONS OF HIGHER EDUCATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $243,249 | ExpenseAmt |
| Grant | $225,000 | GrantAmt |
| Desc | ONE-YEAR PROGRAM GRANTS TO ALPHA GAMMA DELTA FRATERNITY FOR ITS EDUCATIONAL, LEADERSHIP AND PHILANTHROPIC INITIATIVES. HIGHLIGHTS INCLUDED A GRANT FOR TEACHING, TRAINING AND COACHING 18-22 YEAR OLD COLLEGIATE WOMEN LEADERS AT 94 ALPHA GAMMA DELTA CHAPTERS ACROSS THE UNITED STATES AND CANADA THROUGH THE LEADERSHIP CONSULTANT PROGRAM, IMPACTING OVER 11,000 COLLEGIANS; GRANT FOR GREEKLIFEEDU, AN ONLINE EDUCATIONAL PROGRAM FOR 4,579 NEW COLLEGIATE MEMBERS ADDRESSING THE ISSUES OF ALCOHOL MISUSE, HAZING/BULLYING AND SEXUAL ASSAULT AND TEACHING SAFE BEHAVIORS; GRANT FOR 517 COLLEGIATE WOMEN AT THE 2020 OFFICER ACADEMY TO LEARN ABOUT CULTIVATING CONFIDENCE, CREATING LEADERSHIP STRATEGIES AND ENHANCING COMMUNICATION TOOLS; GRANT FOR 35 COLLEGIANS AND FACILITATORS TO PARTICIPATE IN A CULTURAL AND SERVICE IMMERSION EXPERIENCE; GRANT FOR CURRICULUM DEVELOPMENT OF A FOUR-YEAR PERSONAL AND PROFESSIONAL DEVELOPMENT PROGRAM; PROFESSIONAL AND WELLNESS WEBINARS AND TRAININGS SPECIFICALLY FOCUSED ON MENTAL HEALTH FOR 478 WOMEN. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $107,333 | $92,700 | EMERGENCY FINANCIAL GRANT ASSISTANCE AND DISASTER RELIEF GRANTS TO 44 MEMBERS OF ALPHA GAMMA DELTA WHO ARE EXPERIENCING FINANCIAL DISTRESS, SERIOUS ILLNESS, FAMILY CRISIS, ETC. |
| $11,099 | $8,699 | 18 GRANTS TO 13 MEMBERS OF ALPHA GAMMA DELTA WHO ARE CONTINUING THEIR EDUCATION AND PROFESSIONAL DEVELOPMENT ON A PART-TIME BASIS. |
| $4,380 | ACADEMIC RECOGNITION PROGRAM RECOGNIZING THE TOP CUMULATIVE GRADE POINT AVERAGE OF 147 GRADUATING SENIORS IN ALPHA GAMMA DELTA CHAPTERS THROUGHOUT THE UNITED STATES AND CANADA. | |
| $48,931 | $4,000 | PRINT, EVENT, COMMUNICATIONS, MISCELLANEOUS GRANTS, 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 105,000 COLLEGIATE AND ALUMNAE MEMBERS OF ALPHA GAMMA DELTA. WEBSITE COMMUNICATIONS ARE AVAILABLE 24/7 TO THE PUBLIC. |
| $134,634 | $126,500 | EDUCATIONAL AREA HOUSING GRANTS, PROVIDING EQUIPMENT AND FACILITIES THAT SUPPORT ACADEMIC SUCCESS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $306,377 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $231,899 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $1,096,398 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIE A WAITMAN EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176634242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8710 NORTH MERIDIAN STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SUE MAGGIO SIM | ||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CAROL RICHARDS PESKE | ||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JANIS LANG BARTOSZ | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATTI GUTHRIE ROGERS | ||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ADRIENNE KERR BECKETT | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LEE WOODHAM LANGUB | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MARTHA PETRY PARHAM | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LYNNE DUNFORD ROSSELL | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SYLVIE KRAMER WEIKER | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE WAITMAN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $107,289 | $0 | $18,930 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $107,289 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $18,930 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,274,832 | AllOtherContributionsAmt |
| Noncash Contributions | $10,430 | NoncashContributionsAmt |
| Total Contributions | $1,274,832 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $243,600 | TotalRevenueColumnAmt |
| Exclusion | $243,600 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,156,313 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,300,003 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$143,690 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$143,690 | TotalRevenueColumnAmt |
| Exclusion | -$143,690 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,374,742 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $99,910 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,500 | TotalAmt |
| Program Services | $605,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,899 | TotalAmt |
| Program Services | $330,899 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,470 | TotalAmt |
| Program Services | $41,405 | ProgramServicesAmt |
| Management And General | $51,443 | ManagementAndGeneralAmt |
| Fundraising | $32,622 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,961 | TotalAmt |
| Program Services | $39,842 | ProgramServicesAmt |
| Management And General | $91,008 | ManagementAndGeneralAmt |
| Fundraising | $110,111 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,216 | TotalAmt |
| Program Services | $1,814 | ProgramServicesAmt |
| Management And General | $5,959 | ManagementAndGeneralAmt |
| Fundraising | $6,443 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,875 | TotalAmt |
| Program Services | $3,357 | ProgramServicesAmt |
| Management And General | $29,798 | ManagementAndGeneralAmt |
| Fundraising | $8,720 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,235 | TotalAmt |
| Program Services | $5,792 | ProgramServicesAmt |
| Management And General | $11,873 | ManagementAndGeneralAmt |
| Fundraising | $10,570 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,853 | TotalAmt |
| Program Services | $2,193 | ProgramServicesAmt |
| Management And General | $1,629 | ManagementAndGeneralAmt |
| Fundraising | $7,031 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,663 | TotalAmt |
| Program Services | $8,800 | ProgramServicesAmt |
| Management And General | $29,863 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,114 | TotalAmt |
| Fundraising | $58,114 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,303 | TotalAmt |
| Program Services | $31,443 | ProgramServicesAmt |
| Management And General | $17,860 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,966 | TotalAmt |
| Program Services | $16,026 | ProgramServicesAmt |
| Management And General | $4,068 | ManagementAndGeneralAmt |
| Fundraising | $39,872 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,811 | TotalAmt |
| Program Services | $11,946 | ProgramServicesAmt |
| Management And General | $14,761 | ManagementAndGeneralAmt |
| Fundraising | $35,104 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,804 | TotalAmt |
| Program Services | $6,598 | ProgramServicesAmt |
| Management And General | $13,993 | ManagementAndGeneralAmt |
| Fundraising | $12,213 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,625 | TotalAmt |
| Program Services | $12,907 | ProgramServicesAmt |
| Management And General | $17,429 | ManagementAndGeneralAmt |
| Fundraising | $13,289 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,314 | TotalAmt |
| Program Services | $1,314 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,368 | TotalAmt |
| Program Services | $489 | ProgramServicesAmt |
| Management And General | $984 | ManagementAndGeneralAmt |
| Fundraising | $895 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,209 | TotalAmt |
| Management And General | $3,209 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| BANKING AND FINANCE FEE | $26,354 | $18,976 | $7,378 | |
| REGISTRATION FEES | $12,970 | $7,875 | $5,095 | |
| AWARDS | $8,750 | $5,848 | $2,902 | |
| QUARTERLY EXPENSES | $1,712 | $4 | $515 | $1,193 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,099 | TotalAmt |
| Program Services | -$28,022 | ProgramServicesAmt |
| Management And General | -$15,240 | ManagementAndGeneralAmt |
| Fundraising | $44,361 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,800,071 | TotalAmt |
| Program Services | $1,096,398 | ProgramServicesAmt |
| Management And General | $305,492 | ManagementAndGeneralAmt |
| Fundraising | $398,181 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,862 | BOYAmt |
| EOY | $147,289 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $697,957 | BOYAmt |
| EOY | $1,160,432 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,377 | BOYAmt |
| EOY | $69,060 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,405 | BOYAmt |
| EOY | $19,914 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $77,687 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $72,564 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,098 | BOYAmt |
| EOY | $5,123 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,094,539 | BOYAmt |
| EOY | $8,909,795 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,309,238 | BOYAmt |
| EOY | $10,311,613 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,778 | BOYAmt |
| EOY | $132,598 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $76,100 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,778 | BOYAmt |
| EOY | $208,698 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,499,061 | BOYAmt |
| EOY | $3,441,862 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,753,399 | BOYAmt |
| EOY | $6,661,053 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,252,460 | BOYAmt |
| EOY | $10,102,915 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,309,238 | BOYAmt |
| EOY | $10,311,613 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$425,329 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $275,784 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,332,793 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,341,269 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,377,316 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,949,616 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,274,832 | CurrentTaxYearAmt |
| Total | $7,275,826 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,332,793 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,341,269 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,377,316 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,949,616 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,274,832 | CurrentTaxYearAmt |
| Total | $7,275,826 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $478,571 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,797,255 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $211,828 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $181,434 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $191,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $224,822 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $243,600 | CurrentTaxYearAmt |
| Total | $1,053,084 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,328,910 | TotalSupportAmt |
| Public Support CY170 | 0.81610 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82700 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,082,507 | BeginningYearBalanceAmt |
| Contributions | $187,205 | ContributionsAmt |
| Investment Earnings Or Losses | $203,981 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $203,769 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $96,726 | AdministrativeExpensesAmt |
| End Year Balance | $6,173,198 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,138,591 | BeginningYearBalanceAmt |
| Contributions | $221,285 | ContributionsAmt |
| Investment Earnings Or Losses | $22,869 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $204,548 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $95,690 | AdministrativeExpensesAmt |
| End Year Balance | $6,082,507 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,788,388 | BeginningYearBalanceAmt |
| Contributions | $216,971 | ContributionsAmt |
| Investment Earnings Or Losses | $393,595 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $168,697 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $91,666 | AdministrativeExpensesAmt |
| End Year Balance | $6,138,591 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,383,747 | BeginningYearBalanceAmt |
| Contributions | $190,801 | ContributionsAmt |
| Investment Earnings Or Losses | $436,007 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $139,378 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $82,789 | AdministrativeExpensesAmt |
| End Year Balance | $5,788,388 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,525,337 | BeginningYearBalanceAmt |
| Contributions | $163,883 | ContributionsAmt |
| Investment Earnings Or Losses | -$98,282 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $122,200 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $84,991 | AdministrativeExpensesAmt |
| End Year Balance | $5,383,747 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00160 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.90830 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09010 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $77,687 | OtherCostOrOtherBasisAmt |
| Depreciation | $72,564 | DepreciationAmt |
| Book Value | $5,123 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,123 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE ADVANCE | Desc |
| Amt | $76,100 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $76,100 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,601,223 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $275,784 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $275,784 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,325,439 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $49,303 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $49,303 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,374,742 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,750,768 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,750,768 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $49,303 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $49,303 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,800,071 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2020 AND 2019, 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GABRIEL GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3190 RIDER TRAIL SOUTH | AddressLine1Txt |
| City | EARTH CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 56301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTANTS ON DIRECT MAIL PROGRAM | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $127,564 | GrossReceiptsAmt |
| Retained By Contractor | $58,114 | RetainedByContractorAmt |
| Net To Organization | $69,450 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $127,564 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $58,114 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $69,450 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | PAYMENTS FOR PROFESSIONAL FUNDRAISING SERVICES ARE BILLED SEPARATELY UNDER PROGRAM MANAGEMENT FEES. ALL EXPENSES ARE BILLED AS ITEMIZED EXPENSES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (27 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY | |||||||
| 8710 N MERIDIAN ST | INDIANAPOLIS | IN | 46260 | 221550561 | 501(C)(7) | $41,500 | SERVICE & CULTURAL IMMERSION EXPERIENCE |
| ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY | |||||||
| 8710 N MERIDIAN ST | INDIANAPOLIS | IN | 46260 | 221550561 | 501(C)(7) | $81,500 | MENTAL HEALTH AWARENESS TRAINING |
| ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY | |||||||
| 8710 N MERIDIAN ST | INDIANAPOLIS | IN | 46260 | 221550561 | 501(C)(7) | $36,198 | ALCOHOL MISUSE, HAZING AND SEXUAL ASSAULT EDUCATION |
| ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY | |||||||
| 8710 N MERIDIAN ST | INDIANAPOLIS | IN | 46260 | 221550561 | 501(C)(7) | $10,889 | PERSONAL & PROFESSIONAL DEVELOPMENT |
| ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY | |||||||
| 8710 N MERIDIAN ST | INDIANAPOLIS | IN | 46260 | 221550561 | 501(C)(7) | $41,111 | ON-SITE EDUCATIONAL LEADERSHIP TRAINING THROUGH LEADERSHIP CONSULTANT PROGRAM |
| ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY | |||||||
| 8710 N MERIDIAN ST | INDIANAPOLIS | IN | 46260 | 221550561 | 501(C)(7) | $13,802 | PERSONAL & PROFESSIONAL DEVELOPMENT TRAINING AT ACADEMY FOR COLLEGIATE OFFICERS |
| ATLANTA COMMUNITY FOOD BANK | |||||||
| 732 JOSEPH E LOWERY BLVD NW | ATLANTA | GA | 30318 | 581376648 | 501(C)(3) | $5,500 | HUNGER RELIEF GRANT |
| BLAZER KITCHEN | |||||||
| 1720 2ND AVE S AB330 | BIRMINGHAM | AL | 352940103 | 636005396 | 501(C)(3) | $8,000 | HUNGER RELIEF GRANT |
| COMMUNITY FOOD BANK INC | |||||||
| 3003 S COUNTRY CLUB RD | TUCSON | AZ | 85713 | 510192519 | 501(C)(3) | $5,500 | HUNGER RELIEF GRANT |
| FEEDING SAN DIEGO | |||||||
| 9455 WAPLES ST STE 135 | SAN DIEGO | CA | 92121 | 260457477 | 501(C)(3) | $5,500 | HUNGER RELIEF GRANT |
| FEEDING THE VALLEY FOOD BANK | |||||||
| 6744 FLAT ROCK RD | MIDLAND | GA | 31908 | 581498131 | 501(C)(3) | $5,250 | HUNGER RELIEF GRANT |
| FOOD FINDERS FOOD BANK | |||||||
| 1204 GREENBUSH ST | LAFAYETTE | IN | 47904 | 311020198 | 501(C)(3) | $10,000 | HUNGER RELIEF GRANT |
| FOOD IN NEED OF DISTRIBUTION INC | |||||||
| 83-775 CITRUS AVE BOX 10080 | INDIO | CA | 92202 | 330006007 | 501(C)(3) | $5,250 | HUNGER RELIEF GRANT |
| GLEANERS FOOD BANK OF INDIANA | |||||||
| 3737 WALDEMERE AVE | INDIANAPOLIS | IN | 46241 | 351483868 | 501(C)(3) | $8,000 | HUNGER RELIEF GRANT |
| GREAT PLAINS FOOD BANK | |||||||
| 1720 3RD AVE N | FARGO | ND | 58102 | 472229589 | 501(C)(3) | $5,250 | HUNGER RELIEF GRANT |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | 742181456 | 501(C)(3) | $5,250 | HUNGER RELIEF GRANT |
| IDAHO FOODBANK WAREHOUSE INC | |||||||
| 3562 S TK AVE | BOISE | ID | 83705 | 820425400 | 501(C)(3) | $8,000 | HUNGER RELIEF GRANT |
| MEALS ON WHEELS ATLANTA | |||||||
| 1705 COMMERCE DR NW | ATLANTA | GA | 30318 | 580960309 | 501(C)(3) | $5,250 | HUNGER RELIEF GRANT |
| MEALS ON WHEELS SAN DIEGO COUNTY | |||||||
| 2254 SAN DIEGO AVE STE 200 | SAN DIEGO | CA | 92110 | 952660509 | 501(C)(3) | $5,000 | HUNGER RELIEF GRANT |
| METROCREST SERVICES INC | |||||||
| 13801 HUTTON DR 150 | FARMERS BRANCH | TX | 75234 | 751548334 | 501(C)(3) | $5,250 | HUNGER RELIEF GRANT |
| MILLION MEAL MOVEMENT | |||||||
| 9250 CORPORATION DR STE 300 | INDIANAPOLIS | IN | 46256 | 208533217 | 501(C)(3) | $8,000 | HUNGER RELIEF GRANT |
| NORTHERN ILLINOIS FOOD BANK | |||||||
| 273 DEARBORN CT | GENEVA | IL | 60134 | 363203648 | 501(C)(3) | $5,250 | HUNGER RELIEF GRANT |
| SECOND HARVEST INLAND NORTHWEST | |||||||
| 1234 E FRONT AVE | SPOKANE | WA | 99202 | 237173826 | 501(C)(3) | $5,250 | HUNGER RELIEF GRANT |
| THE FOOD BANK FOR CENTRAL & NORTHEAST MISSOURI INC | |||||||
| 2101 VANDIVER DR | COLUMBIA | MO | 65202 | 431238934 | 501(C)(3) | $5,500 | HUNGER RELIEF GRANT |
| AGD FRATERNITY HOUSING CORPORATION-UPSILON | |||||||
| 8710 N MERIDIAN ST | INDIANAPOLIS | IN | 46260 | 452988927 | 501(C)(7) | $23,000 | EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. |
| AGD FRATERNITY HOUSING CORPORATION-EPSILON NU | |||||||
| 8710 N MERIDIAN ST | INDIANAPOLIS | IN | 46260 | 452988927 | 501(C)(7) | $4,500 | EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. |
| AGD FRATERNITY HOUSING CORPORATION-BETA BETA | |||||||
| 8710 N MERIDIAN ST | INDIANAPOLIS | IN | 46260 | 452988927 | 501(C)(7) | $99,000 | EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AND GRANTS | GrantTypeTxt |
| Recipient | 212 | RecipientCnt |
| Cash Grant | $330,899 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 BOARD APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE 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 15A | THE 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 2018. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE 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 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. |
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