2018-04-13T17:25:05-05:00 2017-05-31 351178661 Blue & Co LLC 12800 N Meridian Street Suite 400 Carmel IN 46032 990 2016-06-01 360720566 Alpha Xi Delta Fraternity ALPH 3178723500 8702 Founders Road Indianapolis IN 46268 Elysia Balster Gallivan National Executive Director 3178723500 2018-04-10 1 Angela N Crawford CPA P00573197 3178488920 2018-03-29 75.112.196.77 2018-04-10 15:54:12 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 38D9E49CC0CA71BE8938C550DFC6219FF2DB8390 2016 2021-01-29 14:40:06Z Elysia Balster Gallivan 8702 Founders Road Indianapolis IN 46268 17421017 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 60 828 402257 0 180233 1801299 6055551 8057258 6592 21758 586406 530251 6828782 10410566 0 864501 0 0 1536348 1632571 0 0 0 4623627 5988683 6159975 8485755 668807 1924811 10061824 10764384 2722887 1578751 7338937 9185633 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 seven educational leadership consultants to travel to the chapters of Alpha Xi Delta to assist them with recruitment, 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. ALPHA XI DELTA INSTALLED NEW CHAPTERS AT WITTENBERG UNIVERSITY, UNIVERSITY OF SOUTH CAROLINA, AND CALIFORNIA STATE POLY TECHNIC UNIVERSITY, POMONA. See schedule O 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 49 0 1 60 1 1 1 0 0 0 0 665150 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 Michele Evink NATIONAL PRESIDENT 20.00 X X 0 0 0 Gretchen DiMarco NATIONAL VICE PRESIDENT 10.00 X X 0 0 0 Rebekah Druetzler 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 VICE PRESIDENT 10.00 X X 0 0 0 FATIMA JOHNSON NATIONAL VICE PRESIDENT 10.00 X X 0 0 0 Suzanne Kirschbaum NATIONAL VICE PRESIDENT 10.00 X X 0 0 0 ELYSIA BALSTER GALLIVAN NATIONAL EXEC. DIRECTOr 40.00 X 104159 0 3699 Lori Holt Director of Finance 40.00 X 63094 0 9640 167253 0 13339 1 0 0 0 NCI ROBERTS CONSTRUCTION 701 E WASHINGTON AVE SUITE 103 MADISON WI 53703 PROPERTY RENOVATIONS/ REPAIR SERVICES 1851196 KAREN RENEE INTERIOR DESIGN INC 540 BALTIMORE-ANNAPOLIS BLVD SEVERNA PARK MD 21146 DESIGN FEES AND FURNISHINGS 490501 COLLEGE FRESH 701 DEVONSHIRE DR c-23 CHAMPAIGN IL 61820 MEALS/FOOD SERVICE 281036 GILL GRILLING COMPANY LLC PO BOX 4448 CROFTON MD 21114 MEALS/FOOD SERVICE 178914 HENDRICK HOUSE 904 WEST GREEN STREET URBANA IL 61801 MEALS/FOOD SERVICE 138132 5 1801299 1464861 1801299 Chapter House Rental 900099 3743021 3694688 48333 Membership Dues 900099 3277514 3277514 Risk Management Assessment 900099 584499 584499 Property Management 900099 355435 355435 MEETINGS & EVENTS 900099 95692 95692 1097 1097 8057258 9331 9331 226233 226233 2465957 4000000 2349077 4104453 116880 -104453 12427 -104453 116880 821957 556921 265036 265036 Other Income 900099 19007 19007 Release from Guarantee Liability 900099 17000 17000 Proceeds from Closed Chapters 900099 1495 1495 1480 1480 38982 10410566 8207010 402257 0 864501 194486 1231135 89026 117924 87607 67501 4636 128932 31882 51723 70159 1594139 3281 270966 75166 691264 397208 Food Service 865938 Maintenance 448686 Chapter Assistance 281715 Chapter Extension Expen 249043 668837 8485755 508622 987461 2841709 4500513 287150 175088 156647 0 28094 37621 302498 601456 5628177 2250890 4530736 3377287 1007644 991911 1373 398724 91674 10061824 10764384 682537 388848 275639 538474 1651346 572914 113365 78515 2722887 1578751 X 7338937 9185633 7338937 9185633 10061824 10764384 1924811 -78115 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 240094 240094 2376376 702832 1673544 728025 431046 296979 2265682 1117012 1148670 18000 18000 3377287 Funds Held for Others 15515 Guarantee of Indebtedness 63000 78515 X 10989189 -78115 661374 583259 10405930 4636 4636 10410566 8309985 693367 693367 7616618 4636 864501 869137 8485755 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, 2017 and 2016, 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, 2016. 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 556,921. LOSS ON DISPOSAL OF ASSETS 104,453. Part XII, Line 2d - Other Adjustments: Cost of Goods Sold 556,921. LOSS ON DISPOSAL OF ASSETS 104,453. EXPENSES INCLUDED IN NHC RETURN 31,993. Part XII, Line 4b - Other Adjustments: Contribution to NHC 864,501. 0 Alpha Xi Delta National Housing Corporation 8702 Founders Road Indianapolis IN 46268 352103442 501(c)(7) 376973 487528 Transferring student housing assets to the related housing corporation 1 X 1 1464861 NBV 0 0 0 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's comprehensive recruitment training program, The Workout, was offered in two sessions during the summer of 2016. The Workout had activities and exercises for a successful recruitment plan and reviewed conversation tactics to give Sisters the tools they need to instill Alpha Xi Delta pride within their chapters. The Volunteer Leadership Conference (VLC) was held in Minneapolis, Minnesota, in June. It was a time for National Territory Directors, Colony Development Specialists, National Team Leads, National Council, the National Housing Corporation officers, and the Foundation Trustees to get together and collaborate with Sisters serving in national volunteer roles to use their ideas and talents for the betterment of the Fraternity. The Founders' Academy (TFA) was held and brought together 158 current and emerging leaders from chapters nationwide for four days of learning, leadership, Sisterhood, and strengths. Participants explored how their individual strengths impact their ability to lead, reflected on the impact of our amazing Founders; and considered the bold steps they will take to transform their chapter for future generations of Alpha Xi Deltas. In July, collegiate members had the opportunity to travel to Washington, D.C. and gain a deeper understanding of autism spectrum disorders during the Summer Immersion Experience. This program allowed Sisters to collaborate and develop connections with Autism Speaks professionals during the week, while they were fully immersed in the four pillars of our partner's mission: awareness, family services, advocacy, and research. 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 0 0 0