2018-10-02T12:20:38-05:00 2018-05-31 351178661 BLUE & CO LLC 12800 N MERIDIAN STREET SUITE 400 CARMEL IN 46032 990 2017-06-01 352057322 ALPHA GAMMA DELTA FOUNDATION INC ALPH 3176634242 8710 N MERIDIAN ST INDIANAPOLIS IN 46260 JULIE A WAITMAN EXECUTIVE DIRECTOR 3176634242 2018-09-19 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2018-09-19 2017 2022-09-23 18:48:47Z JULIE A WAITMAN 8710 N MERIDIAN ST INDIANAPOLIS IN 46260 12421288 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 5 51 0 0 1341269 1377316 0 0 364702 1305744 0 0 1705971 2683060 565759 734083 0 0 336070 401258 75401 53584 302302 413017 333212 1390247 1522137 315724 1160923 9485247 9981265 90646 24885 9394601 9956380 X THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP. 0 0 269019 250000 GRANT FUNDING TO 36 ORGANIZATIONS IN 21 STATES 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. 257786 189500 158 UNDERGRADUATE AND GRADUATE SCHOLARSHIP GRANTS TO MEMBERS OF ALPHA GAMMA DELTA FRATERNITY ADVANCING THEIR EDUCATION AT INSTITUTIONS OF HIGHER EDUCATION. 221512 200000 ONE-YEAR PROGRAM GRANTS TO ALPHA GAMMA DELTA FRATERNITY FOR ITS EDUCATIONAL, LEADERSHIP AND PHILANTHROPIC INITIATIVES, INCLUDING SCHOLARSHIPS FOR 40 COLLEGIATE WOMEN TO ATTEND THE PREMIERE LEADERSHIP ACADEMIES OF LEADERSHAPE AND THE UNDERGRADUATE INTERFRATERNITY INSTITUTE; GRANT FOR TEACHING, TRAINING AND COACHING 18-22 YEAR OLD COLLEGIATE WOMEN AT 113 ALPHA GAMMA DELTA CHAPTERS ACROSS THE UNITED STATES AND CANADA THROUGH THE LEADERSHIP CONSULTANT PROGRAM IMPACTING OVER 13,000 COLLEGIANS; GRANT FOR PROFESSIONAL DEVELOPMENT AND LEADERSHIP PROGRAMS DELIVERED TO OVER 650 WOMEN AT THE 2017 THE LEADERSHIP CONFERENCE (TLC), INCLUDING TRANSFORMATIONAL PHILANTHROPY, DEVELOPING HEALTHY FEMALE BONDS, ISSUES RELEVANT TO COLLEGE CAMPUSES TODAY, AND THE LAUNCH OF OUR NEW FIGHTING HUNGER COMMUNITY CAUSE; GRANT FOR GREEKLIFEEDU, AN ONLINE EDUCATIONAL PROGRAM FOR 4,934 NEW COLLEGIATE MEMBERS ADDRESSING THE ISSUES OF ALCOHOL MISUSE, HAZING/BULLYING AND SEXUAL ASSAULT AND TEACHING SAFE BEHAVIORS; GRANTS FOR 16 COLLEGIANS AND ALUMNAE TO PARTICIPATE IN A CULTURAL AND SERVICE IMMERSION EXPERIENCE; GRANT FOR 118 COLLEGIATE WOMEN AT THE 2018 PRESIDENT'S ACADEMY INCLUDING SESSIONS ON DESIGN THINKING, GROUP PROBLEM SOLVING AND COMMUNICATION SKILLS, AND MENTAL HEALTH AND SELF-CARE; GRANT FOR 90 ALUMNAE TO PARTICIPATE IN LEADERSHIP TRAINING, VALUES EDUCATION, AND INDIVIDUAL/GROUP COMMUNICATION SKILLS VIA A WEBINAR SERIES. 52098 39500 EMERGENCY FINANCIAL GRANT ASSISTANCE AND DISASTER RELIEF GRANTS TO 32 MEMBERS OF ALPHA GAMMA DELTA EXPERIENCING FINANCIAL DISTRESS, SERIOUS ILLNESS, FAMILY CRISIS, ETC. 11624 8400 18 GRANTS FOR MEMBERS OF ALPHA GAMMA DELTA CONTINUING THEIR EDUCATION AND PROFESSIONAL DEVELOPMENT ON A PART-TIME BASIS. 4675 ACADEMIC RECOGNITION PROGRAM RECOGNIZING THE TOP CUMULATIVE GRADE POINT AVERAGE OF GRADUATING SENIORS IN 124 ALPHA GAMMA DELTA CHAPTERS THROUGHOUT THE UNITED STATES AND CANADA. 69560 PRINT, EVENT, COMMUNICATIONS, MISCELLANEOUS GRANTS AND GENERAL MANAGEMENT OF ALPHA GAMMA DELTA FOUNDATION 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. 66655 46683 EDUCATIONAL AREA HOUSING GRANTS, PROVIDING EQUIPMENT AND FACILITIES THAT SUPPORT ACADEMIC SUCCESS. 204612 94583 952929 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 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 7 0 1 5 1 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 N MERIDIAN ST INDIANAPOLIS IN 46260 SUE MAGGIO SIM PRESIDENT 5.00 X X 0 0 0 CATHERINE MATTHEWS BOARD MEMBER 5.00 X 0 0 0 MARTHA PETRY PARHAM BOARD MEMBER 5.00 X 0 0 0 ADRIENNE KERR BECKETT BOARD MEMBER 5.00 X 0 0 0 PATTI GUTHRIE ROGERS SECRETARY 5.00 X X 0 0 0 JANIS LANG BARTOSZ TREASURER 5.00 X X 0 0 0 CAROL RICHARDS PESKE VICE PRESIDENT 5.00 X X 0 0 0 LYNNE DUNFORD ROSSELL BOARD MEMBER 5.00 X 0 0 0 RIE GERAH HOEHNER BOARD MEMBER 5.00 X 0 0 0 JULIE WAITMAN EXECUTIVE DIRECTOR 40.00 X 96207 0 17122 96207 0 17122 0 0 0 0 0 1377316 1173 1377316 191400 191400 10852572 9738228 1114344 1114344 1114344 2683060 0 0 1305744 496683 496683 237400 237400 120069 39623 49228 31218 227990 61376 91455 75159 12882 3353 5150 4379 15641 4152 6263 5226 24676 7112 9964 7600 5056 -1948 82 6922 33166 7845 25321 53584 53584 82519 52164 30355 63324 9794 23951 29579 38672 9828 9869 18975 22999 6628 9288 7083 44476 11959 27569 4948 2241 1064 1177 2635 760 1064 811 1474 1474 PRINTING 19175 7732 1090 10353 REGISTRATION FEES 10168 95 4907 5166 AWARDS 6012 2422 3590 QUARTERLY EXPENSES 1295 1295 -6408 -31301 37709 1522137 952929 266906 302302 403994 387019 798370 610226 69061 51966 889 33585 76294 67613 3844 8681 8198726 8889788 10363 0 9485247 9981265 90646 24885 90646 24885 X 3217019 3427573 1272922 1371474 4904660 5157333 9394601 9956380 9485247 9981265 1160923 -599144 0 X X 0 1 X 1 0 X 1121600 1220469 1332493 1341269 1377316 6393147 1121600 1220469 1332493 1341269 1377316 6393147 152835 6240312 168542 214759 211828 181434 191400 967963 7361110 0.84770 0.85370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5788388 216971 393595 168697 91666 6138591 5383747 190801 436007 139378 82789 5788388 5525337 163883 -98282 122200 84991 5383747 5016806 441878 267745 122621 78471 5525337 4449819 275981 439483 80208 68269 5016806 0.00100 0.84010 0.15890 0 0 76294 67613 8681 8681 X 2001397 -599144 -599144 2600541 82519 82519 2683060 1439618 0 1439618 82519 82519 1522137 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, 2018 AND 2017, 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 129216 53203 76013 ARIA COMMUNICATIONS CORPORATION 717 WEST ST GERMAIN STREET ST CLOUD MN 56301 MANAGE TELEMARKETING PROGRAM 0 2782 381 2401 131998 53584 78414 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 SCHEDULE G, PART I, LINE 2B, COLUMN (V) PAYMENTS FOR PROFESSIONAL FUNDRAISING SERVICES ARE BILLED SEPARATELY UNDER PROGRAM MANAGEMENT FEES OR TELEMARKETING HOURS. ALL EXPENSES ARE BILLED AS ITEMIZED EXPENSES. 1 ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY 8710 N MERIDIAN ST INDIANAPOLIS IN 46240 221550561 501(C)(7) 30000 ALCOHOL MISUSE, HAZING, AND SEXUAL ASSAULT EDUCATION ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY 8710 N MERIDIAN ST INDIANAPOLIS IN 46240 221550561 501(C)(7) 26522 LEADERSHAPE SCHOLARSHIPS ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY 8710 N MERIDIAN ST INDIANAPOLIS IN 46240 221550561 501(C)(7) 22300 SERVICE & CULTURAL IMMERSION TRIP ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY 8710 N MERIDIAN ST INDIANAPOLIS IN 46240 221550561 501(C)(7) 12678 PERSONAL & PROFESSIONAL TRAINING AT LEADERSHIP CONFERENCE ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY 8710 N MERIDIAN ST INDIANAPOLIS IN 46240 221550561 501(C)(7) 20156 UIFI SCHOLARSHIPS ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY 8710 N MERIDIAN ST INDIANAPOLIS IN 46240 221550561 501(C)(7) 72493 ON-SITE EDUCATIONAL LEADERSHIP TRAINING THROUGH LEADERSHIP CONSULTANT PROGRAM ALPHA GAMMA DELTA INTERNATIONAL FRATERNITY 8710 N MERIDIAN ST INDIANAPOLIS IN 46240 221550561 501(C)(7) 13600 PERSONAL & PROFESSIONAL DEVELOPMENT TRAINING AT PRESIDENT'S ACADEMY CENTER ON AGING- NORTHEAST 303 E MATTHEWS SUITE 201 JONESBORO AR 72401 716046242 501(C)(3) 5500 HUNGER RELIEF GRANT COMMUNITY FOOD BANK OF SOUTHERN ARIZONA 3003 S COUNTRY CLUB ROAD TUCSON AZ 85713 510192519 501(C)(3) 7500 HUNGER RELIEF GRANT FEEDING SAN DIEGO 9455 WAPLES STREET STE 135 SAN DIEGO CA 92121 260457477 501(C)(3) 5500 HUNGER RELIEF GRANT FEEDING THE GULF COAST 5248 MOBILE SOUTH STREET THEODORE AL 36582 630821997 501(C)(3) 5500 HUNGER RELIEF GRANT FEEDING THE VALLEY FOOD BANK PO BOX 8904 COLUMBUS GA 31908 581498131 501(C)(3) 7500 HUNGER RELIEF GRANT FOOD BANK OF CENTRAL NEW YORK 7066 INTERSTATE ISLAND ROAD SYRACUSE NY 13209 222816988 501(C)(3) 10000 HUNGER RELIEF GRANT FOOD FINDERS FOOD BANK INC 1204 GREENBUSH STREET LAFAYETTE IN 47904 311020198 501(C)(3) 7500 HUNGER RELIEF GRANT GLEANERS COMMUNITY FOOD BANK 2131 BEAUFAIT DETROIT MI 48207 382156255 501(C)(3) 7500 HUNGER RELIEF GRANT GLEANERS FOOD BANK OF INDIANA INC 3737 WALDEMERE AVENUE INDIANAPOLIS IN 46241 351483868 501(C)(3) 5500 HUNGER RELIEF GRANT MEALS ON WHEELS AMERICA 1550 CRYSTAL DRIVE STE 1004 ARLINGTON VA 22202 237447812 501(C)(3) 50000 HUNGER RELIEF GRANT MEALS ON WHEELS ATLANTA 1705 COMMERCE DR NW ATLANTA GA 30318 580960309 501(C)(3) 10000 HUNGER RELIEF GRANT MEALS ON WHEELS OF LEHIGH COUNTY 4234 DORNEY PARK RD ALLENTOWNP PA 18104 237172270 501(C)(3) 5000 HUNGER RELIEF GRANT MEALS ON WHEELS OF TAMPA 550 W HILLSBOROUGH AVENUE TAMPA FL 33603 591679915 501(C)(3) 5500 HUNGER RELIEF GRANT MILLION MEAL MOVEMENT 9250 CORPORATION DRIVE STE 300 INDIANAPOLIS IN 46256 208533217 501(C)(3) 20500 HUNGER RELIEF GRANT SECOND HARVEST HEARTLAND 1140 GERVAIS AVENUE SAINT PAUL MN 551092020 237417654 501(C)(3) 5500 HUNGER RELIEF GRANT SECOND HARVEST INLAND NORTHWEST 1234 EAST FRONT AVENUE SPOKANE WA 99202 237173826 501(C)(3) 5500 HUNGER RELIEF GRANT THE FOOD BANK FOR CENTRAL AND NORTHEAST MISSOURI 2101 VANDIVER DRIVE COLUMBIA MO 65202 431238934 501(C)(3) 5000 HUNGER RELIEF GRANT ALPHA GAMMA DELTA FRATERNITY HOUSING CORP 8710 N MERIDIAN ST INDIANAPOLIS IN 46240 452988927 501(C)(7) 46683 EQUIPMENT & FACILITIES PROMOTING ACADEMIC SUCCESS 17 2 SCHOLARSHIPS AND GRANTS 208 237400 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 2017. 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.