2017-04-13T12:51:01-05:00 2016-05-31 351178661 Blue & Co LLC 12800 N Meridian Street Suite 400 Carmel IN 46032 990 2015-06-01 360720566 Alpha Xi Delta Fraternity ALPH 3178723500 8702 Founders Road Indianapolis IN 46268 Elysia Balster Gallivan National Executive Director 3178723500 2017-04-10 1 Angela N Crawford CPA P00573197 3178488920 2017-03-24 2015 2021-01-29 14:40:06Z Elysia Balster Gallivan 8702 Founders Road Indianapolis IN 46268 8853352 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 71 737 289191 -2188 251552 180233 5386213 6055551 98372 6592 555281 586406 6291418 6828782 0 0 0 0 1553489 1536348 0 0 0 3970942 4623627 5524431 6159975 766987 668807 9245051 10061824 2541775 2722887 6703276 7338937 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 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. 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. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 46 0 1 71 1 1 1 0 0 0 0 626470 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 EXECUTIVE DIRECTOr 40.00 X 108183 0 3425 Lori Holt Director of Finance and OPerations 40.00 X 61557 0 9351 169740 0 12776 1 0 0 0 HENDRICK HOUSE 904 WEST GREEN STREET URBANA IL 61801 MEALS/FOOD SERVICE 141200 GILL GRILLING COMPANY LLC PO BOX 4448 CROFTON MD 21114 MEALS/FOOD SERVICE 125626 COLLEGE FRESH 701 DEVONSHIRE DR c-23 CHAMPAIGN IL 61820 MEALS/FOOD SERVICE 123599 RUFF MAINTENANCE 445 HAGADORN HILL RD SPENCER NY 14883 REMODEL AND REPAIR SERVICES 108562 4 180233 180233 Membership Dues 900099 2882986 2882986 Chapter House Rental 900099 1942547 1902547 40000 Risk Management Assessment 900099 596714 596714 Convention 900099 288892 288892 Property Management 900099 281315 281315 63097 63097 6055551 16716 16716 220612 220612 1403640 250 1393327 20687 10313 -20437 -10124 -20437 10313 921402 610556 310846 310846 PROCEEDS FROM CLOSED CHAPTERS 900099 24571 24571 Release from Guarantee Liability 900099 20000 20000 Other Income 900099 8827 8827 1550 1550 54948 6828782 6359358 289191 0 X 182386 1156802 85125 112035 51458 68021 11474 215732 34646 52472 54343 818894 13630 485334 78636 482094 412608 Food Service 450395 Chapter Assistance 263485 Chapter Extension Expen 242551 ELC Program Expenses 224918 662936 6159975 291520 508622 2921318 2841709 334004 287150 261421 156647 34161 28094 261699 302498 6715435 2184699 3763197 4530736 1022815 1007644 354916 398724 9245051 10061824 275239 682537 422273 275639 1720892 1651346 123371 113365 2541775 2722887 X 6703276 7338937 6703276 7338937 9245051 10061824 668807 -33146 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 478589 478589 3283779 1046821 2236958 711893 283126 428767 1468829 854752 614077 772345 772345 4530736 Guarantee of Indebtedness 80000 Funds Held for Others 33365 113365 X 7396944 -33146 612782 579636 6817308 11474 11474 6828782 6761283 612782 612782 6148501 11474 11474 6159975 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. 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.