2019-03-01T12:29:18-06:00 2018-05-31 351178661 BLUE & CO LLC 12800 N MERIDIAN STREET SUITE 400 CARMEL IN 46032 990 2017-06-01 360720566 ALPHA XI DELTA FRATERNITY ALPH 3178723500 8702 FOUNDERS ROAD INDIANAPOLIS IN 46268 ELYSIA BALSTER GALLIVAN NATIONAL EXECUTIVE DIRECTOR 3178723500 2019-02-27 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2019-02-27 165.225.0.109 2019-02-27 10:18:18 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 38D9E49CC0CA71BE8938C550DFC6219FF2DB8390 2017 2019-02-21 02:37:17Z ELYSIA BALSTER GALLIVAN 8702 FOUNDERS ROAD INDIANAPOLIS IN 46268 9260990 0 X WWW.ALPHAXIDELTA.ORG X 1893 OH THE MISSION OF ALPHA XI DELTA WOMEN'S FRATERNITY IS TO ENRICH THE LIFE OF EVERY ALPHA XI DELTA. WE WILL NURTURE UNITY AND COOPERATION; FOSTER INTELLECTUAL, PROFESSIONAL, AND PERSONAL GROWTH; EXEMPLIFY THE HIGHEST ETHICAL CONDUCT; INSTILL COMMUNITY RESPONSIBILITY; AND PERPETUATE FRATERNALGROWTH. 7 7 61 840 304324 -7857 1801299 169785 8057258 7011677 21758 43379 530251 501844 10410566 7726685 864501 1362289 0 0 1632571 1603422 0 0 0 5988683 5356699 8485755 8322410 1924811 -595725 10764384 9694567 1578751 1006792 9185633 8687775 X THE MISSION OF ALPHA XI DELTA WOMEN'S FRATERNITY IS TO ENRICH THE LIFE OF EVERY ALPHA XI DELTA. WE WILL NURTURE UNITY AND COOPERATION; FOSTER INTELLECTUAL, PROFESSIONAL, AND PERSONAL GROWTH; EXEMPLIFY THE HIGHEST ETHICAL CONDUCT; INSTILL COMMUNITY RESPONSIBILITY; AND PERPETUATE FRATERNAL GROWTH. 0 0 EDUCATIONAL LEADERSHIP CONSULTANTS. ALPHA XI DELTA EMPLOYED ELEVEN EDUCATIONAL LEADERSHIP CONSULTANTS TO TRAVEL TO THE CHAPTERS OF ALPHA XI DELTA TO ASSIST THEM WITH MEMBER DEVELOPMENT, OFFICER TRANSITIONS, RECRUITMENT PLANNING, PUBLIC RELATIONS, AND OTHER ASPECTS OF CHAPTER OPERATIONS. CHAPTER ASSISTANCE. THE FRATERNITY HAS CHAPTERS LOCATED THROUGHOUT THE UNITED STATES. THE FRATERNITY SUPPORTS THE DEVELOPMENT OF THESE CHAPTER FACILITIES AND BUILDING CORPORATIONS BY LENDING MONEY AND MANAGING PROPERTY SITES. SEE SCHEDULE O 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 62 0 1 61 1 1 1 0 0 0 0 613880 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IN CA X LORI HOLT 3178723500 8702 FOUNDERS ROAD INDIANAPOLIS IN 46268 GRETCHEN DIMARCO NATIONAL VICE PRESIDENT 10.00 X X 0 0 0 LEANN DIANDRETH-ELKINS NATIONAL VICE PRESIDENT 10.00 X X 0 0 0 ANDREA FOUBERG NATIONAL VICE PRESIDENT 10.00 X X 0 0 0 MICAELA ISLER NATIONAL PRESIDENT 20.00 X X 0 0 0 LINDA MATKOWSKI NATIONAL VICE PRESIDENT 10.00 X X 0 0 0 REBECCA PERRETT NATIONAL VICE PRESIDENT 10.00 X X 0 0 0 ALICIA SADLER NATIONAL VICE PRESIDENT 10.00 X X 0 0 0 ELYSIA BALSTER GALLIVAN NATIONAL EXEC. DIRECTOR 30.00 10.00 X 106173 0 3476 LORI HOLT DIRECTOR OF FINANCE AND OPERATIONS 36.00 4.00 X 70128 0 12798 176301 0 16274 1 0 0 0 COLLEGE FRESH 701 DEVONSHIRE DR C-23 CHAMPAIGN IL 61820 MEALS/FOOD SERVICE 467242 CHICAGO MARRIOTT DOWNTOWN 540 N MICHIGAN AVE CHICAGO IL 60611 LODGING/FOOD/ETC FOR CONVENTION 267886 SPALDING BROS 1562 WOOD STREET LANSING MI 48912 PROPERTY RENOVATIONS 161748 COLLEGE CHEFS 411 E PARK ST STE 100 CHAMPAIGN IL 61820 MEALS/FOOD SERVICE 108333 4 169785 169785 MEMBERSHIP DUES 900099 3215404 3215404 CHAPTER HOUSE RENTAL 900099 2435546 2384480 51066 RISK MANAGEMENT ASSESSMENT 900099 613778 613778 CONVENTION 900099 342395 342395 PROPERTY MANAGEMENT 900099 335555 335555 68999 68999 7011677 26776 26776 210253 210253 1000484 2200 984255 1826 16229 374 16603 374 16229 795375 548224 247151 247151 OTHER INCOME 900099 27440 27440 RELEASE FROM GUARANTEE LIABILITY 900099 17000 17000 44440 7726685 7252576 304324 0 1362289 197030 1206401 85030 114961 34844 74183 9875 133068 16999 45859 64521 1394732 6562 638965 2410 412326 386547 FOOD SERVICE 541618 MAINTENANCE 450765 CHAPTER ASSISTANCE 389643 THE QUILL 270474 483308 8322410 987461 843568 4500513 1096953 175088 141181 425000 37621 22371 601456 669068 3547349 2256012 3377287 1291337 991911 4133703 1373 -308 91674 1071694 10764384 9694567 388848 343840 538474 430949 572914 58716 78515 173287 1578751 1006792 X 9185633 8687775 9185633 8687775 10764384 9694567 -595725 97867 0 X X 0 1 X 1 0 50094 50094 657416 634658 22758 944814 572750 372064 1732340 1048604 683736 162685 162685 1291337 DEPOSITS 249343 DUE FROM RELATED PARTY 822351 1071694 GUARANTEE OF INDEBTEDNESS 46000 FUNDS HELD FOR OTHERS 9515 SECURITY DEPOSITS 117772 173287 X 9919572 97867 2105269 2203136 7716436 9875 374 10249 7726685 9080103 2129857 2129857 6950246 9875 1362289 1372164 8322410 PART X, LINE 2: THE NOTE TO THE CONSOLIDATED FINANCIAL STATEMENTS READS AS FOLLOWS: THE FRATERNITY AND THE NHC ARE EACH ORGANIZED AS NOT-FOR-PROFIT CORPORATIONS AND HAVE OBTAINED EXEMPTION FROM INCOME TAXES UNDER SECTION 501(C)(7) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE LAWS. THE EXEMPTION IS ON ALL INCOME EXCEPT UNRELATED BUSINESS INCOME. AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION IS ANY TRADE OR BUSINESS WHICH IS NOT SUBSTANTIALLY RELATED TO THE EXERCISE OR PERFORMANCE OF ITS EXEMPT PURPOSE. INCOME EARNED FROM NON-MEMBERS IS RECOGNIZED AS UNRELATED BUSINESS INCOME TO THE EXTENT SUCH INCOME IS NOT SET ASIDE. INCOME THAT IS PROPERLY SET ASIDE MUST BE USED FOR THE QUALIFYING PURPOSES OUTLINED IN THE SET ASIDE RESOLUTION. NEITHER THE FRATERNITY NOR THE NHC PAID UNRELATED BUSINESS INCOME TAX IN THE YEARS ENDED MAY 31, 2017 AND 2016. THE ACTIVITIES OF SJSU, CORNELL, WISCONSIN, UNH, AND OSHKOSH ARE EXEMPT AS PROGRAMS UNDER THE NHC'S NOT-FOR-PROFIT EXEMPTION AND ARE INCLUDED IN THE INCOME TAX FILINGS OF THE NHC. THE EXEMPTION IS ON ALL REVENUE EXCEPT UNRELATED BUSINESS INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND TO 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 MAY 31, 2018 AND 2017, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FRATERNITY AND NHC HAVE FILED THEIR FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH MAY 31, 2017. INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 548,224. REVENUE INCLUDED IN NHC RETURN 1,557,045. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON DISPOSAL OF ASSETS 374. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 548,224. GAIN ON DISPOSAL OF ASSETS -374. EXPENSES INCLUDED IN NHC RETURN 1,582,007. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION TO NHC 1,362,289. 0 ALPHA XI DELTA NATIONAL HOUSING CORPORATION 8702 FOUNDERS ROAD INDIANAPOLIS IN 46268 352103442 501(C)(7) 549634 812655 TRANSFERRING STUDENT HOUSING ASSETS TO THE RELATED HOUSING CORPORATION 1 FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS PROVIDING A QUALITY MEMBERSHIP EXPERIENCE REQUIRES COUNTLESS PROGRAMMING OPPORTUNITIES TO UNDERGRADUATE AND ALUMNAE MEMBERS ALIKE. ALPHA XI DELTA IS PROUD TO OFFER A RANGE OF PROGRAMMING TO ENTICE AND EDUCATE WOMEN AT ALL STAGES IN THEIR MEMBERSHIP. ALPHA XI DELTA'S MAGAZINE "THE QUILL" ALLOWS US TO PROMOTE THE INCREDIBLE ACCOMPLISHMENTS OF OUR MEMBERSBOTH INTERNALLY AND EXTERNALLY. WITH A CIRCULATION OF OVER 83,000, IT IS A SOURCE OF PRIDE FOR THE ORGANIZATION. ALPHA XI DELTA LAUNCHED THE EMPOWERMENT NETWORK (TEN), A MENTORING PROGRAM EXCLUSIVELY FOR COLLEGIANS AND DUES-PAYING ALUMNAE. TEN GIVES COLLEGIATE MEMBERS AN OPPORTUNITY TO CONNECT WITH ALPHA XI DELTA ALUMNAE. MENTORING ALLOWS SISTERS TO GIVE BACK AND GET MORE FROM ALPHA XI DELTA. TEN PROVIDES A UNIQUE AND EXCLUSIVE OPPORTUNITY FOR SISTERS TO CONNECT, ENGAGE, MENTOR OR BE MENTORED AND IMPACT GENERATIONS OF ALPHA XI DELTA WOMEN. MORE THAN 600 SISTERS, RANGING IN AGE FROM 18 TO 95, GATHERED FOR OUR 52ND NATIONAL CONVENTION IN CHICAGO TO ENJOY SISTERHOOD, CELEBRATE THE MAGNIFICENT MILESTONES WE HAVE ACHIEVED TOGETHER, AND LEARN HOW WE CAN BE EVEN MORE SUCCESSFUL IN THE BIENNIUM. THE EVENT WAS HELD JULY 5-8 AT THE CHICAGO DOWNTOWN MARRIOTT. IN 2016, ALPHA XI DELTA FRATERNITY BECAME THE NATIONAL PRESENTING SPONSOR OF AUTISM SPEAKS WALKS, THE NATION'S LARGEST GRASSROOTS AUTISM FUNDRAISER AND EVENT FOR AUTISM SPEAKS. THE MEMBERS OF ALPHA XI DELTA SUPPORT THE MISSION OF AUTISM SPEAKS AS ITS NATIONAL PHILANTHROPY PARTNER. ALL ALPHA XI DELTAS ARE ENCOURAGED TO DO MORE. RAISE MORE. BE MORE. FOR AUTISM SPEAKS. FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICE ACCOMPLISHMENTS MASTER INSURANCE PROGRAM: THE FRATERNITY ADMINISTERS A MASTER INSURANCE PROGRAM TO PROVIDE INSURANCE COVERAGE TO THE LOCAL CHAPTERS AND LOCAL BUILDING CORPORATIONS OF ALPHA XI DELTA. THE PROGRAM PROVIDES EDUCATIONAL RESOURCES TO CHAPTERS REGARDING SAFE EVENT PLANNING, RESOURCES FOR WOMEN, AND CONTRACT LANGUAGE. LOCAL BUILDING CORPORATIONS ARE PROVIDED EDUCATIONAL MATERIALS REGARDING PREPARING FOR TROPICAL STORMS, PREPARING THE CHAPTER HOUSE FOR WINTER AND SUMMER BREAKS, AND BEST PRACTICES RELATED TO BASIC MAINTENANCE OF THE FACILITY. FORM 990, PART VI, SECTION A, LINE 6 THE MOST COMMON WAY TO BECOME A MEMBER OF ALPHA XI DELTA IS TO PARTICIPATE IN THE FORMAL RECRUITMENT PROCESS AT UNIVERSITIES WHERE AN ALPHA XI DELTA CHAPTER IS LOCATED. ALPHA XI DELTA IS A MEMBER OF THE NATIONAL PANHELLENIC CONFERENCE (NPC) AND RECRUITS NEW MEMBERS UNDER THEIR GUIDELINES. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF ALPHA XI DELTA ELECT THE NATIONAL COUNCIL. FORM 990, PART VI, SECTION B, LINE 11B EACH MEMBER OF THE AUDIT COMMITTEE WILL RECEIVE A COPY OF THE 990. EACH MEMBER OF THE AUDIT COMMITTEE AND ELYSIA BALSTER GALLIVAN, AS NATIONAL EXECUTIVE DIRECTOR, WILL REVIEW THE 990. ONCE THOSE INDIVIDUALS HAVE APPROVED, THE 990 WILL BE ISSUED. THE FINAL VERSION WILL BE SHARED WITH THE NATIONAL COUNCIL FOR AWARENESS PRIOR TO ISSUANCE. FORM 990, PART VI, SECTION B, LINE 12C THE FORMS ARE COLLECTED, KEPT ON FILE, AND INDIVIDUALS ARE ASKED TO RECUSE THEMSELVES FROM A VOTE IF IT IS A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE FRATERNITY HAS AN EXECUTIVE PERFORMANCE AND COMPENSATION REVIEW COMMITTEE COMPRISED OF THREE BOARD MEMBERS. THOSE MEMBERS REACH OUT TO THE FOUNDATION CHAIR AND NHC PRESIDENT FOR FEEDBACK. THEY REVIEW BOTH INDUSTRY STANDARDS FOR COMPENSATION AS WELL AS GREEK ORGANIZATION SURVEY RESULTS. LOCATION OF THE NATIONAL EXECUTIVE DIRECTOR IS ALSO TAKEN INTO CONSIDERATION. THE COMMITTEE COMPLETES THE REVIEW DOCUMENT AND AGREES ON THE COMPENSATION. NATIONAL PRESIDENT COMPLETES THE REVIEW AND SENDS A MEMO TO DIRECTOR OF FINANCE AND OPERATIONS FOR THE FRATERNITY FOR EXECUTION. FORM 990, PART VI, SECTION C, LINE 19 KEPT ON FILE. AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ALPHA XI DELTA NATIONAL HOUSING CORPORATION INC 8702 FOUNDERS ROAD INDIANAPOLIS IN 46268 352103442 HOUSING CORPORATION IN 501(C)(7) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 ALPHA XI DELTA NATIONAL HOUSING CORPORATION B 1362289 NET BOOK VALUE ALPHA XI DELTA NATIONAL HOUSING CORPORATION O 80734 FMV