2017-09-28T11:47:52-05:00 2017-05-31 351178661 Blue & Co LLC 12800 N Meridian Street Suite 400 Carmel IN 46032 990 2016-06-01 352057322 Alpha Gamma Delta Foundation Inc ALPH 3176634242 8710 N Meridian St Indianapolis IN 46260 JULIE A Waitman EXECUTIVE DIRECTOR 3176634242 2017-09-27 1 Angela N Crawford CPA P00573197 3178488920 2017-09-27 50.90.120.211 2017-09-27 12:14:07 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 392E0042FE1ADF20ACA66B3575C7FFFF156FD313 2016 2021-01-29 14:40:06Z JULIE A Waitman 8710 N Meridian St Indianapolis IN 46260 5494702 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 47 0 0 1332493 1341269 0 0 250247 364702 0 0 1582740 1705971 541982 565759 0 0 328712 336070 72898 75401 319060 305390 413017 1248982 1390247 333758 315724 8781930 9485247 153060 90646 8628870 9394601 X The Alpha Gamma Delta Foundation impacts and enriches communities by providing essential support for education, philanthropy and leadership. 0 0 221034 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; grants for teaching, training and coaching 18-22 year old collegiate women in 122 Alpha Gamma Delta chapters across the United States and Canada through the Leadership Consultant Program impacting over 13,000 collegians; grants for professional development and leadership programs delivered to over 600 women at the 2016 International Convention; grants for two interdisciplinary teams from institutions of higher education to attend the Novak Institute for Hazing Prevention to tackle the public health issue of hazing from a strategic approach that focuses on prevention rather than just response; grants for GreekLifeEdu, an online educational program for over 4,980 new collegiate members addressing the issues of alcohol misuse, hazing/bullying and sexual assault and teaching safe behaviors; grants for 936 campus leaders to identify and learn to utilize their leadership strengths at the 2017 President's Academy and throughout the year; grants for 16 collegians and alumnae to participate in a cultural and service immersion experience; and grants for 95 local chapter advisors to learn how best to mentor and coach an ever changing population of collegiate women leaders. 256353 176000 141 Undergraduate and graduate scholarship grants to members of Alpha Gamma Delta Fraternity attending colleges and universities in the United States and Canada. 144387 125001 Grant funding for 25 diabetes education, research and awareness programs in 18 states/provinces, with special emphasis on support of diabetes kids camps. 56642 37319 Emergency financial grant assistance and disaster relief grants to 27 members of alpha gamma delta experiencing financial distress, serious illness, family crisis, etc. 15738 10239 17 grants for members of alpha gamma delta continuing their education and professional development on a part-time basis. 4361 academic recognition program recognizing the top cumulative grade point average of graduation seniors in 122 alpha gamma delta chapters throughout the united states and canada. 74996 1200 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 mambers of alpha gamma delta; website communications are available 24/7 to the public. 39596 16000 educational area housing grants, providing equipment and facilities that support academic success. 191333 64758 813107 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 1 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 RIE GERAH HOEHNER BOARD MEMBER 5.00 X 0 0 0 PATRICIA TULLEY RIDDIFORD 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 Catherine Matthews BOARD MEMBER 5.00 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 JULIE WAITMAN EXECUTIVE DIRECTOR 40.00 X 97692 0 16095 97692 0 16095 0 0 0 0 0 1341269 6138 1341269 181434 181434 3971999 3788731 183268 183268 183268 1705971 183268 0 181434 340951 340951 224808 224808 118338 39051 48519 30768 175890 58559 72693 44638 12179 4057 5036 3086 8866 2958 3670 2238 20797 6899 8572 5326 15555 8598 117 6840 36651 9863 26788 75401 75401 85607 53320 32287 65787 16444 15221 34122 70057 21507 23154 25396 23001 7634 9478 5889 38578 20907 14969 2702 23012 23012 2923 969 1206 748 211 211 Printing 25377 13808 1261 10308 Registration Fees 15924 9146 2050 4728 Awards 7517 3942 3575 Quarterly Expenses 2817 2817 -56143 -7152 63295 1390247 813107 258080 319060 353017 403994 875329 798370 17276 69061 18461 889 64975 61131 6767 3844 7501163 8198726 9917 10363 8781930 9485247 153060 90646 153060 90646 X 3081919 3217019 875829 1272922 4671122 4904660 8628870 9394601 8781930 9485247 315724 450007 0 X X 0 1 X 1 0 X 1393814 1121600 1220469 1332493 1341269 6409645 1393814 1121600 1220469 1332493 1341269 6409645 153435 6256210 142066 168542 214759 211828 181434 918629 7328274 0.85370 0.84820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5383747 190801 436007 139378 82789 5788388 5525337 163883 -98282 122200 84991 5383747 5016806 441878 267745 122621 78471 5525337 4449819 275981 439483 80208 68269 5016806 3815631 199407 544970 50250 59939 4449819 0.00090 0.84730 0.15180 0 0 64975 61131 3844 3844 X 2070371 450007 450007 1620364 85607 85607 1705971 1304640 0 1304640 85607 85607 1390247 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, 2017 and 2016, 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. 1 Canada Support for diabetes education and awareness. 10000 0 0 0 0 0 0 10000 0 10000 Canada support for diabetes education and awareness 10000 1 0 0 0 0 0 0 Part I, Line 2: Organizations submit grant applications which include financial and program information regarding specific use of grant funds; applications are reviewed and evaluated by a foundation committee. 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. X X X X X 1 Gabriel Group 3190 Rider Trail South Earth City MO 56301 consultants on direct mail program 0 152117 53425 98692 Aria communications corporation 717 West St Germain Street St Cloud MN 56301 manage telemarketing program 0 31300 21975 9325 183417 75400 108017 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) 50000 Personal and professional development training at International convention Alpha Gamma Delta International Fraternity 8710 N Meridian St Indianapolis IN 46240 221550561 501(C)(7) 35325 On-site educational and leadership training through leadership consultant program Alpha Gamma Delta International Fraternity 8710 N Meridian St Indianapolis IN 46240 221550561 501(C)(7) 30000 Alcohol misuse, hazing, and sexual assault education though GreekLifeEdu Alpha Gamma Delta International Fraternity 8710 N Meridian St Indianapolis IN 46240 221550561 501(C)(7) 22501 Leadershape Scholarships Alpha Gamma Delta International Fraternity 8710 N Meridian St Indianapolis IN 46240 221550561 501(C)(7) 21524 UIFI Scholarships Alpha Gamma Delta International Fraternity 8710 N Meridian St Indianapolis IN 46240 221550561 501(C)(7) 18950 Service and cultural Immersion program Alpha Gamma Delta International Fraternity 8710 N Meridian St Indianapolis IN 46240 221550561 501(C)(7) 9978 Addressing the public health issue of hazing in partnership with higher education Alpha Gamma Delta International Fraternity 8710 N Meridian St Indianapolis IN 46240 221550561 501(C)(7) 6000 coaching and mentoring training at Chapter Advisor Academy Hunstville Hospital Foundation Inc 101 Sivley Road Huntsville AL 35801 630752604 501(C)(3) 5587 Diabetes Education & Awareness Grant American Diabetes Association - Nashville 220 Great Circle Road Suite 134 Nashville TN 37209 131623888 501(C)(3) 5587 Diabetes Education & Awareness Grant American Diabetes Association 300 Galleria Officentre Ste 111 Southfield MI 48034 131623888 501(C)(3) 5587 Diabetes Education & Awareness Grant Florida Camp for Children and Youth with Diabetes Inc PO Box 14136 Gainesville FL 32604 237098099 501(C)(3) 5000 Diabetes Education & Awareness Grant Camp Possibilities Foundation PO Box 4411 Wilmington DE 19807 510412903 501(C)(3) 5000 Diabetes Education & Awareness Grant Boys & Girls Club of North Central Georgia Inc 1140 Monticello Road Suite 2A Madison GA 30650 271029072 501(C)(3) 5000 Diabetes Education & Awareness Grant Camp Tamarack 19696 Sunshine Way Bend OR 97702 371749992 501(C)(3) 5000 Diabetes Education & Awareness Grant American Diabetes Association of Illinois 55 E Monroe St Suite 3420 Chicago IL 60603 131623888 501(C)(3) 5000 Diabetes Education & Awareness Grant American Diabetes Association 2290 Lucien Way Suite 230 Maitland FL 32751 131623888 501(C)(3) 5000 Diabetes Education & Awareness Grant American Diabetes Association Carolinas 2418 Blue Ridge Road Suite 206 Raleigh NC 27607 131623888 501(C)(3) 5000 Diabetes Education & Awareness Grant YMCA Trout Lodge & Camp Lakewood 13528 State Highway AA Potosi MO 63664 430653616 501(C)(3) 5000 Diabetes Education & Awareness Grant Kentucky Diabetes Camp for Children Inc dba Camp Hendon 1640 Lyndon Farms Ct Ste 108 Louisville KY 40223 273619275 501(C)(3) 5000 Diabetes Education & Awareness Grant American Diabetes Association 5060 Shoreham Place Suite 100 San Diego CA 92122 131623888 501(C)(3) 5000 Diabetes Education & Awareness Grant American Diabetes Association - Minnesota 8000 W 78th St Ste 175 Edina MN 55439 131623888 501(C)(3) 5000 Diabetes Education & Awareness Grant American Diabetes Association 6400 North Andrews Ave Ste 480 Ft Lauderdale FL 33309 131623888 501(C)(3) 5000 Diabetes Education & Awareness Grant Oklahoma University Harold Hamm Diabetes Center's Camp Blue Hawk 1000 N Lincoln Blvd Ste 1200 Oklahoma City OK 731043252 736091755 501(C)(3) 5000 Diabetes Education & Awareness Grant American Diabetes Association 15455 Conway Rd Ste 360 Chesterfield MO 63017 131623888 501(C)(3) 5000 Diabetes Education & Awareness Grant Idaho Diabetes Youth Programs dba Camp Hodia 1701 N 12th St Boise ID 83702 311565651 501(C)(3) 5000 Diabetes Education & Awareness Grant American Diabetes Association Camp Korelitz 10200 Alliance Road Ste 101 Cincinnati OH 45242 135565207 501(C)(3) 5000 Diabetes Education & Awareness Grant Diabetes Youth Foundation (DYF) 5167 Clayton Rd Ste F Concord CA 94521 946003673 501(C)(3) 5000 Diabetes Education & Awareness Grant Alpha Gamma Delta House Company 8710 N Meridian St indianapolis IN 46260 946083003 501(C)(2) 16000 Equipment and facilities promoting academic success 21 2 SCHOLARSHIPS and grants 184 224808 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 2016. 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.