2020-09-10T12:22:12-05:00 2020-05-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2019-06-01 352057322 ALPHA GAMMA DELTA FOUNDATION INC ALPH 3176634242 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 JULIE A WAITMAN EXECUTIVE DIRECTOR 3176634242 2020-09-10 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2020-09-10 184.170.167.139 2020-09-10 09:56:54 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AF923E04E140C4DE71FD41AF2127CF5344A3E036 2019 2020-11-19 02:30:22Z JULIE A WAITMAN 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 16674745 0 X WWW.ALPHAGAMMADELTAFOUNDATION.ORG X 1998 IN THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP. 9 9 7 57 0 0 1949616 1274832 0 0 193053 99910 0 0 2142669 1374742 795200 936399 0 0 470794 450757 55695 58114 398181 404748 354801 1726437 1800071 416232 -425329 10309238 10311613 56778 208698 10252460 10102915 X THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP. 0 0 259331 250000 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. 287441 229500 150 UNDERGRADUATE AND GRADUATE SCHOLARSHIP GRANTS TO MEMBERS OF ALPHA GAMMA DELTA FRATERNITY ADVANCING THEIR EDUCATION AT INSTITUTIONS OF HIGHER EDUCATION. 243249 225000 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. 107333 92700 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. 11099 8699 18 GRANTS TO 13 MEMBERS OF ALPHA GAMMA DELTA WHO ARE CONTINUING THEIR EDUCATION AND PROFESSIONAL DEVELOPMENT ON A PART-TIME BASIS. 4380 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. 48931 4000 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. 134634 126500 EDUCATIONAL AREA HOUSING GRANTS, PROVIDING EQUIPMENT AND FACILITIES THAT SUPPORT ACADEMIC SUCCESS. 306377 231899 1096398 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN IL AK AL AR CO CT FL HI KS KY LA MA MD MI MN MS NC NH NJ NM NY OK OR PA RI SC TN UT VA WA WI WV X JULIE A WAITMAN EXECUTIVE DIRECTOR 3176634242 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 SUE MAGGIO SIM PRESIDENT 5.00 X X 0 0 0 CAROL RICHARDS PESKE VICE PRESIDENT 5.00 X X 0 0 0 JANIS LANG BARTOSZ TREASURER 5.00 X X 0 0 0 PATTI GUTHRIE ROGERS SECRETARY 5.00 X X 0 0 0 ADRIENNE KERR BECKETT BOARD MEMBER 5.00 X 0 0 0 LEE WOODHAM LANGUB BOARD MEMBER 5.00 X 0 0 0 MARTHA PETRY PARHAM BOARD MEMBER 5.00 X 0 0 0 LYNNE DUNFORD ROSSELL BOARD MEMBER 5.00 X 0 0 0 SYLVIE KRAMER WEIKER BOARD MEMBER 5.00 X 0 0 0 JULIE WAITMAN EXECUTIVE DIRECTOR 40.00 X 107289 0 18930 107289 0 18930 1 0 0 0 0 1274832 10430 1274832 243600 243600 15156313 15300003 -143690 -143690 -143690 1374742 0 0 99910 605500 605500 330899 330899 125470 41405 51443 32622 240961 39842 91008 110111 14216 1814 5959 6443 41875 3357 29798 8720 28235 5792 11873 10570 10853 2193 1629 7031 38663 8800 29863 58114 58114 49303 31443 17860 59966 16026 4068 39872 61811 11946 14761 35104 32804 6598 13993 12213 43625 12907 17429 13289 1314 1314 2368 489 984 895 3209 3209 BANKING AND FINANCE FEE 26354 18976 7378 REGISTRATION FEES 12970 7875 5095 AWARDS 8750 2902 5848 QUARTERLY EXPENSES 1712 1193 4 515 1099 -28022 -15240 44361 1800071 1096398 305492 398181 405862 147289 697957 1160432 100377 69060 4405 19914 77687 72564 6098 5123 9094539 8909795 10309238 10311613 56778 132598 0 76100 56778 208698 X 3499061 3441862 6753399 6661053 10252460 10102915 10309238 10311613 -425329 275784 0 X X 0 1 X 1 0 X 1332793 1341269 1377316 1949616 1274832 7275826 1332793 1341269 1377316 1949616 1274832 7275826 478571 6797255 211828 181434 191400 224822 243600 1053084 8328910 0.81610 0.82700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6082507 187205 203981 203769 96726 6173198 6138591 221285 22869 204548 95690 6082507 5788388 216971 393595 168697 91666 6138591 5383747 190801 436007 139378 82789 5788388 5525337 163883 -98282 122200 84991 5383747 0.00160 0.90830 0.09010 0 0 77687 72564 5123 5123 REFUNDABLE ADVANCE 76100 76100 X 1601223 275784 275784 1325439 49303 49303 1374742 1750768 0 1750768 49303 49303 1800071 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. X X X X X 1 GABRIEL GROUP 3190 RIDER TRAIL SOUTH EARTH CITY MO 56301 CONSULTANTS ON DIRECT MAIL PROGRAM 0 127564 58114 69450 127564 58114 69450 AK AL AR CA CO CT DC FL GA HI IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV IN NV SCHEDULE G, PART I, LINE 2B, COLUMN (V) PAYMENTS FOR PROFESSIONAL FUNDRAISING SERVICES ARE BILLED SEPARATELY UNDER PROGRAM MANAGEMENT FEES. ALL EXPENSES ARE BILLED AS ITEMIZED EXPENSES. 1 ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY 8710 N MERIDIAN ST INDIANAPOLIS IN 46260 221550561 501(C)(7) 41500 SERVICE & CULTURAL IMMERSION EXPERIENCE ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY 8710 N MERIDIAN ST INDIANAPOLIS IN 46260 221550561 501(C)(7) 81500 MENTAL HEALTH AWARENESS TRAINING ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY 8710 N MERIDIAN ST INDIANAPOLIS IN 46260 221550561 501(C)(7) 36198 ALCOHOL MISUSE, HAZING AND SEXUAL ASSAULT EDUCATION ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY 8710 N MERIDIAN ST INDIANAPOLIS IN 46260 221550561 501(C)(7) 10889 PERSONAL & PROFESSIONAL DEVELOPMENT ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY 8710 N MERIDIAN ST INDIANAPOLIS IN 46260 221550561 501(C)(7) 41111 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) 13802 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) 5500 HUNGER RELIEF GRANT BLAZER KITCHEN 1720 2ND AVE S AB330 BIRMINGHAM AL 352940103 636005396 501(C)(3) 8000 HUNGER RELIEF GRANT COMMUNITY FOOD BANK INC 3003 S COUNTRY CLUB RD TUCSON AZ 85713 510192519 501(C)(3) 5500 HUNGER RELIEF GRANT FEEDING SAN DIEGO 9455 WAPLES ST STE 135 SAN DIEGO CA 92121 260457477 501(C)(3) 5500 HUNGER RELIEF GRANT FEEDING THE VALLEY FOOD BANK 6744 FLAT ROCK RD MIDLAND GA 31908 581498131 501(C)(3) 5250 HUNGER RELIEF GRANT FOOD FINDERS FOOD BANK 1204 GREENBUSH ST LAFAYETTE IN 47904 311020198 501(C)(3) 10000 HUNGER RELIEF GRANT FOOD IN NEED OF DISTRIBUTION INC 83-775 CITRUS AVE BOX 10080 INDIO CA 92202 330006007 501(C)(3) 5250 HUNGER RELIEF GRANT GLEANERS FOOD BANK OF INDIANA 3737 WALDEMERE AVE INDIANAPOLIS IN 46241 351483868 501(C)(3) 8000 HUNGER RELIEF GRANT GREAT PLAINS FOOD BANK 1720 3RD AVE N FARGO ND 58102 472229589 501(C)(3) 5250 HUNGER RELIEF GRANT HOUSTON FOOD BANK 535 PORTWALL ST HOUSTON TX 77029 742181456 501(C)(3) 5250 HUNGER RELIEF GRANT IDAHO FOODBANK WAREHOUSE INC 3562 S TK AVE BOISE ID 83705 820425400 501(C)(3) 8000 HUNGER RELIEF GRANT MEALS ON WHEELS ATLANTA 1705 COMMERCE DR NW ATLANTA GA 30318 580960309 501(C)(3) 5250 HUNGER RELIEF GRANT MEALS ON WHEELS SAN DIEGO COUNTY 2254 SAN DIEGO AVE STE 200 SAN DIEGO CA 92110 952660509 501(C)(3) 5000 HUNGER RELIEF GRANT METROCREST SERVICES INC 13801 HUTTON DR 150 FARMERS BRANCH TX 75234 751548334 501(C)(3) 5250 HUNGER RELIEF GRANT MILLION MEAL MOVEMENT 9250 CORPORATION DR STE 300 INDIANAPOLIS IN 46256 208533217 501(C)(3) 8000 HUNGER RELIEF GRANT NORTHERN ILLINOIS FOOD BANK 273 DEARBORN CT GENEVA IL 60134 363203648 501(C)(3) 5250 HUNGER RELIEF GRANT SECOND HARVEST INLAND NORTHWEST 1234 E FRONT AVE SPOKANE WA 99202 237173826 501(C)(3) 5250 HUNGER RELIEF GRANT THE FOOD BANK FOR CENTRAL & NORTHEAST MISSOURI INC 2101 VANDIVER DR COLUMBIA MO 65202 431238934 501(C)(3) 5500 HUNGER RELIEF GRANT AGD FRATERNITY HOUSING CORPORATION-UPSILON 8710 N MERIDIAN ST INDIANAPOLIS IN 46260 452988927 501(C)(7) 23000 EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. AGD FRATERNITY HOUSING CORPORATION-EPSILON NU 8710 N MERIDIAN ST INDIANAPOLIS IN 46260 452988927 501(C)(7) 4500 EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. AGD FRATERNITY HOUSING CORPORATION-BETA BETA 8710 N MERIDIAN ST INDIANAPOLIS IN 46260 452988927 501(C)(7) 99000 EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. 18 2 SCHOLARSHIPS AND GRANTS 212 330899 PART I, LINE 2: 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. 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.