ALPHA LAMBDA DELTA: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: ALPHA LAMBDA DELTA (EIN 59-6134595)
Tax period: 2017-06-01 to 2018-05-31
Filed: 2018-10-03
IRS object ID: 201802769349300535
Schema version: 2017v2.3
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
Form 990
Schedule A
Schedule D
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-10-03T13:17:03-04:00	ReturnTs
Tax Period End	2018-05-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	270542316	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	TETTE & INGERSOLL CPAS PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	6536 ANTHONY DR SUITE B	AddressLine1Txt
City	VICTOR	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	145641403	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	596134595	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NATIONAL ALPHA LAMBDA DELTA INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	NATI	BusinessNameControlTxt
Phone	5853640840	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 444	AddressLine1Txt
City	FAIRPORT	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14450	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	EILEEN MERBERG	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	8009257421	PhoneNum
Signature	2018-08-31	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JAMES W SWIECH CPA	PreparerPersonNm
PTIN	P01252932	PTIN
Phone	5854106733	PhoneNum
Preparation	2018-10-03	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	173.226.255.254	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-10-03	IPDt
IP Tm	12:17:03	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	3F162B2F2D216EE05D7B600D05C597D39C75962E	AtSubmissionCreationDeviceId
At Submission Filing Device Id	3F162B2F2D216EE05D7B600D05C597D39C75962E	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2018-06-14 16:35:46Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	EILEEN MERBERG	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6800 PITTSFORD-PALMYRA RD STE 340	AddressLine1Txt
City	FAIRPORT	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14450	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,499,595	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.NATIONALALD.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1996	FormationYr
Legal Domicile State	FL	LegalDomicileStateCd
Activity Or Mission	TO PERPETUATE SCHOLASTIC ACHIEVEMENT	ActivityOrMissionDesc
Voting Members Governing Body	11	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	4	TotalEmployeeCnt
Total Volunteers	550	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$82	PYContributionsGrantsAmt
CY Contributions Grants	$10	CYContributionsGrantsAmt
PY Program Service Revenue	$612,524	PYProgramServiceRevenueAmt
CY Program Service Revenue	$605,600	CYProgramServiceRevenueAmt
PY Investment Income	$244,477	PYInvestmentIncomeAmt
CY Investment Income	$260,795	CYInvestmentIncomeAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$857,083	PYTotalRevenueAmt
CY Total Revenue	$866,405	CYTotalRevenueAmt
PY Grants And Similar Paid	$209,812	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$214,667	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$268,930	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$274,392	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$297,422	PYOtherExpensesAmt
CY Other Expenses	$302,108	CYOtherExpensesAmt
PY Total Expenses	$776,164	PYTotalExpensesAmt
CY Total Expenses	$791,167	CYTotalExpensesAmt
PY Revenues Less Expenses	$80,919	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$75,238	CYRevenuesLessExpensesAmt
Total Assets BOY	$5,253,217	TotalAssetsBOYAmt
Total Assets EOY	$5,389,454	TotalAssetsEOYAmt
Total Liabilities BOY	$10,387	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$15,165	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$5,242,830	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$5,374,289	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	ENCOURAGE SUPERIOR SCHOLASTIC ACHIEVEMENT AMONG STUDENTS IN THEIR FIRST YEAR AT INSTITUTIONS GRANTING BACCALAUREATE DEGREES; PROMOTE INTELLIGENT LIVING, SERVICE, AND A CONTINUED HIGH STANDARD OF LEARNING; ASSIST STUDENTS IN RECOGNIZING AND DEVELOPING MEANINGFUL GOALS FOR THEIR ROLES IN SOCIETY.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$207,500	ExpenseAmt
Grant	$207,500	GrantAmt
Revenue	$584,228	RevenueAmt
Desc	TO PERPETUATE SCHOLASTIC ACHIEVEMENT AND FELLOWSHIP ON COLLEGE CAMPUSES THROUGHOUT THE UNITED STATES THROUGH ITS AFFILIATED CHAPTERS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$84,854	ExpenseAmt
Desc	DISTRICT WORKSHOPS - LEADERSHIP TRAINING TO ALL MEMBERS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$12,775	ExpenseAmt
Desc	NEWSLETTER - SEMI ANNUAL PUBLICATION TO ALL MEMBERS.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$14,124	ExpenseAmt
Grant	$7,167	GrantAmt
Desc	TO ENCOURAGE SUPERIOR SCHOLASTIC ACHIEVEMENT AND PROMOTE CONTINUED HIGHER STANDARDS FOR LEARNING.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$14,124	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$7,167	TotalOtherProgSrvcGrantAmt
Total Program Service Expenses	$319,253	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	false	BackupWthldComplianceInd
Employee	4	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	11	GoverningBodyVotingMembersCnt
Independent Voting Member	11	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	Yes (true)	LocalChaptersInd
Policies Reference Chapters	Yes (true)	PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	EILEEN MERBERG	PersonNm
Phone	8009257421	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6800 PITTSFORD-PALMYRA ROAD STE 34	AddressLine1Txt
Address Line2	6800 PITTSFORD-PALMYRA ROAD STE 34	AddressLine2Txt
City	FAIRPORT	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14450	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Average Hours Per WeekAverageHoursPerWeekRt	OfficerOfficerInd
JAMES STEMLER PHD
HISTORIAN	Yes (X)	$0	$0	$0
CARRIE ARNOLD
COUNCIL MEMB	Yes (X)	$0	$0	$0
ANTHONY HELMS
COUNCIL MEMB	Yes (X)	$0	$0	$0
TRACY HART
COUNCIL MEMB	Yes (X)	$0	$0	$0
EDNA STEELE
COUNCIL MEMB	Yes (X)	$0	$0	$0
DAVID KANE
COUNCIL MEMB	Yes (X)	$0	$0	$0
MALLORY MCCONATHY
COUNCL MEMBE	Yes (X)	$0	$0	$0
ABIRAL PANDEY
COUNCIL MEMB	Yes (X)	$0	$0	$0
EILEEN MERBERG
DIRECTOR		$100,795	$0	$0	40.00	Yes (X)
SUSAN MELSON HUFFMAN PHD
PRESIDENT		$0	$0	$0	2.00	Yes (X)
SHARON EMERSON-STONNELL PHD
VP FINANCE		$0	$0	$0	1.00	Yes (X)
LISA RUCH
VP CH RELATI		$0	$0	$0	1.00	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$100,795	TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
All Other Contributions	$10	AllOtherContributionsAmt
Total Contributions	$10	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP FEES	$584,228	$584,228
MISCELLANEOUS REVENUE	$13,172	$13,172
CONFERENCE REGISTRATION	$8,200	$8,200

Field	Value	IRS element (for citing)
Total Program Service Revenue	$605,600	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$177,648	TotalRevenueColumnAmt
Related Or Exempt Func Income	$177,648	RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$716,337	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$633,190	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$83,147	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$83,147	TotalRevenueColumnAmt
Related Or Exempt Func Income	$83,147	RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$866,405	TotalRevenueColumnAmt
Related Or Exempt Func Income	$866,395	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$214,667	TotalAmt
Program Services	$214,667	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$100,795	TotalAmt
Management And General	$100,795	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$119,222	TotalAmt
Management And General	$119,222	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$37,544	TotalAmt
Management And General	$37,544	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$16,831	TotalAmt
Management And General	$16,831	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$11,925	TotalAmt
Management And General	$11,925	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,128	TotalAmt
Management And General	$5,128	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$18,965	TotalAmt
Management And General	$18,965	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$7,835	TotalAmt
Management And General	$7,835	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$871	TotalAmt
Management And General	$871	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,271	TotalAmt
Management And General	$2,271	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
LEADERSHIP CONFERENCE	$84,854	$84,854
INVESTMENT FEES	$42,768		$42,768
CREDIT CARD PROCESSING	$20,267		$20,267
COUNCIL MEETINGS	$19,184		$19,184

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$88,040	TotalAmt
Program Services	$19,732	ProgramServicesAmt
Management And General	$68,308	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$791,167	TotalAmt
Program Services	$319,253	ProgramServicesAmt
Management And General	$471,914	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$584,626	BOYAmt
EOY	$647,916	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$50,172	BOYAmt
EOY	$21,932	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$3,000	BOYAmt
EOY	$3,000	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$57,066	BOYAmt
EOY	$46,412	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$20,680	BOYAmt
EOY	$12,434	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$19,327	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$16,669	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$3,088	BOYAmt
EOY	$2,658	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$4,533,262	BOYAmt
EOY	$4,653,779	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$1,323	BOYAmt
EOY	$1,323	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,253,217	BOYAmt
EOY	$5,389,454	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,229	BOYAmt
EOY	$467	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$7,296	BOYAmt
EOY	$9,940	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,862	BOYAmt
EOY	$4,758	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$10,387	BOYAmt
EOY	$15,165	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,222,923	BOYAmt
EOY	$5,374,289	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$19,907	BOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,242,830	BOYAmt
EOY	$5,374,289	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,253,217	BOYAmt
EOY	$5,389,454	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$75,238	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$56,221	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	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 (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type3 Non Func	Yes (X)	SupportingOrgType3NonFuncInd
Supported Organizations	1	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	FELLOSHIPS AND SCHOLARSHIPS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
EIN	596134595	EIN
Organization Type	5	OrganizationTypeCd
Governing Document Listed	false	GoverningDocumentListedInd
Support	$207,500	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$207,500	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (true)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	false	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	false	SupportedOrgSectionC456Ind
Supported Org Not Organized US	false	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	false	OrganizationChangeSuprtOrgInd
Support Non Supported Org	false	SupportNonSupportedOrgInd
Payment Substantial Contribtr	false	PaymentSubstantialContribtrInd
Loan Disqualified Person	false	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	false	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	false	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	false	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	false	ExcessBusinessHoldingsRulesInd
Contribution Controller	false	ContributionControllerInd
Contribution Family	false	ContributionFamilyInd
Contribution35 Controlled	false	Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

Field	Value	IRS element (for citing)
Timely Provided Documents	false	TimelyProvidedDocumentsInd
Officers Close Relationship	false	OfficersCloseRelationshipInd
Supported Org Voice Investment	false	SupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Other Gross Income OtherGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$829,008	PriorYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$829,008	PriorYearAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Prior Year	$1,446	PriorYearAmt

Production Income ProductionIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$774,718	PriorYearAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$52,844	PriorYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

Field	Value	IRS element (for citing)
Prior Year	$4,363,501	PriorYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

Field	Value	IRS element (for citing)
Prior Year	$444,040	PriorYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$4,807,541	PriorYearAmt

Field	Value	IRS element (for citing)
Discount Claimed	$0	DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$4,807,541	PriorYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

Field	Value	IRS element (for citing)
Prior Year	$72,113	PriorYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

Field	Value	IRS element (for citing)
Prior Year	$4,735,428	PriorYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

Field	Value	IRS element (for citing)
Prior Year	$165,740	PriorYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Total Minimum Asset TotalMinimumAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$165,740	PriorYearAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
CY Adj Net Income Distributable	$52,844	CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income	$44,917	CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable	$165,740	CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum	$165,740	CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY	$0	CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted	$165,740	CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

Field	Value	IRS element (for citing)
CY Paid Accomplish Exempt Prps	$207,500	CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity	$0	CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid	$0	CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid	$0	ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside	$0	QualifiedSetAsideAmt
CY Other Distributions	$0	CYOtherDistributionsAmt
CY Total Annual Distributions	$207,500	CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org	$0	CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted	$165,740	CYDistributableAsAdjustedAmt
CY Distribution Yr	0.000000000000	CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

Field	Value	IRS element (for citing)
CY Distributable As Adjusted	$165,740	CYDistributableAsAdjustedAmt
Underdistributions	$0	UnderdistributionsAmt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$108,065	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$108,065	TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY	$0	CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY	$108,065	CyovAppliedUnderdistrCPYAmt
Excess Distribution Cyov	$0	ExcessDistributionCyovAmt
CY Total Annual Distributions	$207,500	CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY	$0	CYDistribAppUnderdistriPYAmt
CY Distri App Distributable	$57,675	CYDistriAppDistributableAmt
Excess Distribution	$149,825	ExcessDistributionAmt
Remaining Underdistri PY	$0	RemainingUnderdistriPYAmt
Remaining Underdistri CY	$0	RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr	$149,825	ExcessDistriCyovToNextYrAmt
Excess From Year5	$0	ExcessFromYear5Amt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$149,825	ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART IV, SECTION D, LINE 2	NO
SUPPLEMENTAL INFORMATION	THE ORGANIZATION SUPPORTS INDIVIDUALS THROUGH FELLOWSHIPS AND SCHOLARSHIPS IN ORDER TO HELP PERPETUATE SCHOLASTIC ACHIEVEMENT AND FELLOWSHIP ON COLLEGE CAMPUSES. THE RECIPIENTS OF THE AWARDS CHANGE ANNUALLY AND HAVE NO DIRECT INVOLVEMENT WITH THE ORGANIZATION'S COUNCIL.

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$19,327	OtherCostOrOtherBasisAmt
Depreciation	$16,669	DepreciationAmt
Book Value	$2,658	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$2,658	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DUE TO CHAPTERS	Desc
Amt	$4,758	Amt

Field	Value	IRS element (for citing)
Total Liability	$4,758	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$922,626	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$56,221	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$56,221	RevenueNotReportedAmt
Revenue Subtotal	$866,405	RevenueSubtotalAmt
Total Revenue Per Form990	$866,405	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$791,167	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$791,167	ExpensesSubtotalAmt
Total Expenses Per Form990	$791,167	TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	false	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
SCHOLARSHIPS	82	$207,500
AWARDS	6	$7,167

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSION	ENCOURAGE SUPERIOR SCHOLASTIC ACHIEVEMENT AMONG STUDENTS IN THEIR FIRST YEAR AT INSTITUTIONS GRANTING BACCALAUREATE DEGREES; PROMOTE INTELLIGENT LIVING, SERVICE, AND A CONTINUED HIGH STANDARD OF LEARNING; ASSIST STUDENTS IN RECOGNIZING AND DEVELOPING MEANINGFUL GOALS FOR THEIR ROLES IN SOCIETY.
FORM 990, PAGE 2, PART III, LINE 4D	TO ENCOURAGE SUPERIOR SCHOLASTIC ACHIEVEMENT AND PROMOTE CONTINUED HIGHER STANDARDS FOR LEARNING.
FORM 990, PAGE 6, PART VI, LINE 11B	THE EXECUTIVE DIRECTOR E-MAILS A DRAFT OF THE COMPLETE FORM 990 TO ALL COUNCIL MEMBERS. THE COUNCIL MEMBERS REVIEW THE DRAFT AND SEND AN ACKNOWLEDGEMENT TO THE NATIONAL OFFICE THAT THEY HAVE DONE SO.
FORM 990, PAGE 6, PART VI, LINE 12C	DISCLOSURE FOR MUST BE FILED ANNUALLY BY ALL SPECIDIED PARTIES (SPECIFICALLY THE NATIONAL COUNCIL) FULL DISCLOSURE MUST BE MADE BY INTERESTED PARTIES TO THE NATIONAL COUNCIL IN ALL CONFLICTS OF INTEREST ENFORCEMENT ENTAILS EXCLUSION FORM VOTING AND PARTICIPATION IN ANY DISCUSSION OR DEBATE OF THE NATIONAL COUNCIL OR OF ANY COMMITTEE THEREOF, IN WHICH THE SUBJECT OF DISCUSSION IS A CONTRACT, TRANSACTION OR SITUATION IN WHICH TERE MAY BE A PERCEIVED OR ACTUAL CONLFICT OF INTEREST.
FORM 990, PAGE 6, PART VI, LINE 15A	THE NATIONAL COUNCIL APPROVED THE ANNUAL BUDGET AT THE ANNUAL MEETING IN JUNE. THE EXECUTIVE COMMITTEE AND A SENIOR REPRESENTATIVE OF THE NATIONAL COUNCIL MEET AS THE PERSONNELL COMMITTEE EACH SPRING. THE SENIOR REPRESENTATIVE IS ELECTED BY THE NON-OFFICER MEMBERS OF THE NATIONAL COUNCIL AND CONDUCTS A SURVEY OF THE NATIONAL COUNCIL MEMBERS REGARDING THE PERFORMANCE OF THE EXECTIVE DIRECTOR. THE SENIOR REPRESENTATIVE SUMMARIZES THE SURVEY RESULTS FOR THE EXECUTIVE COMMITTEE/PERSONNEL COMMITTEE. THE NATIONAL PRESIDENT PRESENTS THE EVALUATION RESULTS OT THE EXECUTIVE DIRECTOR AT THE NATIONAL CONUCIL MEETING IN JUNE. THE NATIONAL PRESIDENT PREPARES THE CONTINUING LETTER OF EMPLOYMENT FOR THE EXECUTIVE DIRECTOR WHICH CONTAINS THE DETAILS OF THE COMPENSATION PACKAGE AND ANY SALARY INCREASE.
FORM 990, PAGE 6, PART VI, LINE 15B	THE PERSONNEL COMMITTEE, IN CONJUNCTION WITH THE EXECUTIVE DIRECTOR, MAKES SALARY RECOMMENDATIONS TO THE NATIONAL COUNCIL FOR APPROVAL AS PART OF THE BUDGET. THE EXECUTIVE DIRECTOR PREPARES CONTINUING LETTERS OF EMPLOYEMENT FOR THE FULL-TIME EMPLOYEES. THESE LETTERS CONTAIN THE DETAILS OF THE COMPENSATION PACKAGE AND ANY SALARY INCREASE.
FORM 990, PAGE 6, PART VI, LINE 19	ALL ARE MADE AVAILABLE UPON REQUEST
FORM 990, PART IX, LINE 24E	SPECIAL PROJECTS 0 18,123 0 MEMBERSHIPS 0 12,981 0 PUBLICATIONS-FLAME 12,775 0 0 POSTAGE 0 12,484 0 MISCELLANEOUS 0 5,392 0 SMALL EQUIPMENT PURCHASES 0 5,222 0 BOOKLETS, BROCHURES, BRAN 0 4,920 0 EXECUTIVE MEETINGS 0 2,906 0 TELEPHONE 0 2,846 0 CHAPTER INSTALLATIONS 2,402 0 0 REPAIRS 0 1,432 0 ALPHA AND DELTA AWARDS 1,400 0 0 ADVISOR AWARDS 1,333 0 0 DUES & SUBSCRIPTIONS 0 1,157 0 SENIOR BOOK AWARD 1,022 0 0 RECRUITMENT GRANTS 800 0 0 PRINTING 0 513 0 STAFF DEVELOPMENT 0 332 0 TOTAL 19,732 68,308 0