ALPHA XI DELTA FRATERNITY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ALPHA XI DELTA FRATERNITY (EIN 36-0720566)
- Tax period
- 2015-06-01 to 2016-05-31
- Filed
- 2017-04-13
- IRS object ID
- 201731039349301023
- Schema version
- 2015v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-13T12:51:01-05:00 | ReturnTs |
| Tax Period End | 2016-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blue & Co LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 N Meridian Street Suite 400 | AddressLine1Txt |
| City | Carmel | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 360720566 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alpha Xi Delta Fraternity | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALPH | BusinessNameControlTxt |
| Phone | 3178723500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8702 Founders Road | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elysia Balster Gallivan | PersonNm |
| Person Title | National Executive Director | PersonTitleTxt |
| Phone | 3178723500 | PhoneNum |
| Signature | 2017-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Angela N Crawford CPA | PreparerPersonNm |
| PTIN | P00573197 | PTIN |
| Phone | 3178488920 | PhoneNum |
| Preparation | 2017-03-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Elysia Balster Gallivan | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8702 Founders Road | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,853,352 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.alphaxidelta.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1893 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 71 | TotalEmployeeCnt |
| Total Volunteers | 737 | TotalVolunteersCnt |
| Total Gross UBI | $289,191 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$2,188 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $251,552 | PYContributionsGrantsAmt |
| CY Contributions Grants | $180,233 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,386,213 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,055,551 | CYProgramServiceRevenueAmt |
| PY Investment Income | $98,372 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,592 | CYInvestmentIncomeAmt |
| PY Other Revenue | $555,281 | PYOtherRevenueAmt |
| CY Other Revenue | $586,406 | CYOtherRevenueAmt |
| PY Total Revenue | $6,291,418 | PYTotalRevenueAmt |
| CY Total Revenue | $6,828,782 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,553,489 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,536,348 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,970,942 | PYOtherExpensesAmt |
| CY Other Expenses | $4,623,627 | CYOtherExpensesAmt |
| PY Total Expenses | $5,524,431 | PYTotalExpensesAmt |
| CY Total Expenses | $6,159,975 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $766,987 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $668,807 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,245,051 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,061,824 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,541,775 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,722,887 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,703,276 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,338,937 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | Educational Leadership Consultants. Alpha Xi Delta employed thirteen 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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 Kennesaw State University and Texas Tech University. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | See schedule O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 71 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Initiation Fees And Cap Contri | $626,470 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lori Holt | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3178723500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8702 Founders Road | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Michele Evink | ||||||
| NATIONAL PRESIDENT | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Gretchen DiMarco | ||||||
| NATIONAL VICE PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Rebekah Druetzler | ||||||
| NATIONAL VICE PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Andrea Fouberg | ||||||
| NATIONAL VICE PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICAELA ISLER | ||||||
| NATIONAL VICE PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FATIMA JOHNSON | ||||||
| NATIONAL VICE PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Suzanne Kirschbaum | ||||||
| NATIONAL VICE PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ELYSIA BALSTER GALLIVAN | ||||||
| NATIONAL EXECUTIVE DIRECTOr | 40.00 | Yes (X) | $108,183 | $0 | $3,425 | |
| Lori Holt | ||||||
| Director of Finance and OPerations | 40.00 | Yes (X) | $61,557 | $0 | $9,351 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $169,740 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,776 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HENDRICK HOUSE | |||||
| 904 WEST GREEN STREET | URBANA | IL | 61801 | MEALS/FOOD SERVICE | $141,200 |
| GILL GRILLING COMPANY LLC | |||||
| PO BOX 4448 | CROFTON | MD | 21114 | MEALS/FOOD SERVICE | $125,626 |
| COLLEGE FRESH | |||||
| 701 DEVONSHIRE DR c-23 | CHAMPAIGN | IL | 61820 | MEALS/FOOD SERVICE | $123,599 |
| RUFF MAINTENANCE | |||||
| 445 HAGADORN HILL RD | SPENCER | NY | 14883 | REMODEL AND REPAIR SERVICES | $108,562 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $180,233 | AllOtherContributionsAmt |
| Total Contributions | $180,233 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Membership Dues | 900099 | $2,882,986 | $2,882,986 | |
| Chapter House Rental | 900099 | $1,942,547 | $1,902,547 | $40,000 |
| Risk Management Assessment | 900099 | $596,714 | $596,714 | |
| Convention | 900099 | $288,892 | $288,892 | |
| Property Management | 900099 | $281,315 | $281,315 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,097 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $63,097 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,055,551 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,716 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $16,716 | UnrelatedBusinessRevenueAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $220,612 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $220,612 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,403,640 | SecuritiesAmt |
| Other | $250 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,393,327 | SecuritiesAmt |
| Other | $20,687 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,313 | SecuritiesAmt |
| Other | -$20,437 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$10,124 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$20,437 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $10,313 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $921,402 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $610,556 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $310,846 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $310,846 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROCEEDS FROM CLOSED CHAPTERS | 900099 | $24,571 | $24,571 |
| Release from Guarantee Liability | 900099 | $20,000 | $20,000 |
| Other Income | 900099 | $8,827 | $8,827 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,550 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,550 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $54,948 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,828,782 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,359,358 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $289,191 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,386 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,156,802 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,125 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,035 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,458 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,021 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,474 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,732 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,646 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,472 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,343 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $818,894 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,630 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,334 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,636 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,094 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,608 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| Food Service | $450,395 |
| Chapter Assistance | $263,485 |
| Chapter Extension Expen | $242,551 |
| ELC Program Expenses | $224,918 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $662,936 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,159,975 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,520 | BOYAmt |
| EOY | $508,622 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,921,318 | BOYAmt |
| EOY | $2,841,709 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,004 | BOYAmt |
| EOY | $287,150 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,421 | BOYAmt |
| EOY | $156,647 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,161 | BOYAmt |
| EOY | $28,094 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,699 | BOYAmt |
| EOY | $302,498 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,715,435 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,184,699 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,763,197 | BOYAmt |
| EOY | $4,530,736 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,022,815 | BOYAmt |
| EOY | $1,007,644 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,916 | BOYAmt |
| EOY | $398,724 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,245,051 | BOYAmt |
| EOY | $10,061,824 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,239 | BOYAmt |
| EOY | $682,537 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $422,273 | BOYAmt |
| EOY | $275,639 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,720,892 | BOYAmt |
| EOY | $1,651,346 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,371 | BOYAmt |
| EOY | $113,365 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,541,775 | BOYAmt |
| EOY | $2,722,887 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,703,276 | BOYAmt |
| EOY | $7,338,937 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,703,276 | BOYAmt |
| EOY | $7,338,937 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,245,051 | BOYAmt |
| EOY | $10,061,824 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $668,807 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$33,146 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $478,589 | OtherCostOrOtherBasisAmt |
| Book Value | $478,589 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,283,779 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,046,821 | DepreciationAmt |
| Book Value | $2,236,958 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $711,893 | OtherCostOrOtherBasisAmt |
| Depreciation | $283,126 | DepreciationAmt |
| Book Value | $428,767 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,468,829 | OtherCostOrOtherBasisAmt |
| Depreciation | $854,752 | DepreciationAmt |
| Book Value | $614,077 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $772,345 | OtherCostOrOtherBasisAmt |
| Book Value | $772,345 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,530,736 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Guarantee of Indebtedness | $80,000 |
| Funds Held for Others | $33,365 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $113,365 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,396,944 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$33,146 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $612,782 | OtherRevenueAmt |
| Revenue Not Reported | $579,636 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,817,308 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $11,474 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $11,474 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,828,782 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,761,283 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $612,782 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $612,782 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,148,501 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $11,474 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $11,474 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,159,975 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | 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 NHC's exempt status was revoked; management applied for reinstatement in December 2012 and received notification in September 2014 that their exempt status has been restored effective November 2011.) 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. The activities of SJSU, Cornell, and Wisconsin 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, 2016 and 2015, 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, 2015. 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 610,556. LOSS ON DISPOSAL OF ASSETS 2,226. |
| Part XII, Line 2d - Other Adjustments: | Cost of Goods Sold 610,556. LOSS ON DISPOSAL OF ASSETS 2,226. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 continued A Clear Vision of Life - The Wellbeing Program during this year. This is an educational program specifically designed for Alpha Xi Delta alumnae. Based on the book, "Wellbeing: The Five Essential Elements" by Tom Rath and Jim Harter, the program offers "challenges" related to the five elements of Wellbeing: Career, Social, Financial, Physical, and Community. Alpha Xi Delta's magazine "The Quill" allows us to promote the incredible accomplishments of our members-both 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 at the National Convention in 2015. The Workout is a summer leadership experience that offers powerful training to provide members with all the tools, resources and ideas they need to make their chapter's recruitment process unparalleled. Regionally based volunteers plan and host a mid-year leadership training titled Area Wide Training (AWT). Women in attendance learn the basics of being a new officer as well as tactics to increase their campus presence through positive public relations efforts; importance of on-campus involvement; updates on how to incorporate our philanthropy, Autism Speaks, into the chapter calendar of events. Additionally, they were shown a webinar on the Fraternity's partnership with AllOne Health's Student Talk One-2-One program-a telephonic, 24/7/365 counseling service that is offered to our membership at no additional cost. Alpha Xi Delta held its 51st National Convention in Boston, MA in July 2015. Alpha Xi Deltas gathered together to celebrate our Sisterhood and conduct the business of the Fraternity. More than 550 Sisters and friends were in attendance at this convention. We welcomed five new members into our Alpha Deuteron Chapter. Attendees participate in a variety of educational programs ranging from academics to social media and everything in between. Awards were given to honor chapters, alumnae members and collegiate members. 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. Alpha Xi Delta and other interfraternal organizations rolled out a sexual assault prevention program called Courageous Conversations. Through this program, Sisters are led through material designed to educate and empower our members on issues surrounding sexual assault prevention and healthy relationships. Created with the unique characteristics of a women's organization in mind, the program allows for honest dialog among Sisters in an environment that encourages support and learning. Trained and experienced facilitators guide members through an educational experience that will cultivate a deeper understanding of these complex issues. |
| 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 11 | 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 IX, line 24e | Maintenance 212,954. The Quill 166,138. Member Services 98,325. House Furnishings 61,231. Miscellaneous 36,899. Bank Fees 32,317. Staff Training & Development 27,437. Dues & Subscriptions 16,899. Philanthropy Services 10,040. Postage 3,596. Bad Debt Expense -2,900. |
| Form 990, Part XII, line 2c | The process has not changed from the prior year. |