ALPHA GAMMA DELTA FRATERNITY: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ALPHA GAMMA DELTA FRATERNITY (EIN 22-1550561)
Tax period
2015-06-01 to 2016-05-31
Filed
2017-04-18
IRS object ID
201731089349300343
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

FieldValueIRS element (for citing)
Return2017-04-18T12:57:56-05:00ReturnTs
Tax Period End2016-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350905983PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1K B PARRISH & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16840 EAGLE HIGHLANDS WAYAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46254ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN221550561EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALPHA GAMMA DELTA FRATERNITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALPHBusinessNameControlTxt
Phone3176634200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18710 NORTH MERIDIAN STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46260ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWENDY BRIGHT FAUSTPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone3178722655PhoneNum
Signature2017-04-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRYAN KEITH CPAPreparerPersonNm
PTINP00846149PTIN
Phone3173475200PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWENDY BRIGHT FAUSTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18710 NORTH MERIDIAN STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46260ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,959,954GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption0416GroupExemptionNum
Organization501cYes (X)Organization501cInd
Website AddressWWW.ALPHAGAMMADELTA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1904FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PROMOTE A SPIRIT OF MUTUAL ASSISTANCE AND UNDERSTANDING TO MAINTAIN HIGH STANDARDS OF SCHOLARSHIP.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee82TotalEmployeeCnt
Total Volunteers213TotalVolunteersCnt
Total Gross UBI$46,707TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$13,252NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$225,345PYContributionsGrantsAmt
CY Contributions Grants$244,600CYContributionsGrantsAmt
PY Program Service Revenue$4,443,566PYProgramServiceRevenueAmt
CY Program Service Revenue$4,594,251CYProgramServiceRevenueAmt
PY Investment Income$417,020PYInvestmentIncomeAmt
CY Investment Income$276,194CYInvestmentIncomeAmt
PY Other Revenue$494,215PYOtherRevenueAmt
CY Other Revenue$834,318CYOtherRevenueAmt
PY Total Revenue$5,580,146PYTotalRevenueAmt
CY Total Revenue$5,949,363CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,515,452PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,074,789CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,851,856PYOtherExpensesAmt
CY Other Expenses$3,453,967CYOtherExpensesAmt
PY Total Expenses$4,367,308PYTotalExpensesAmt
CY Total Expenses$5,528,756CYTotalExpensesAmt
PY Revenues Less Expenses$1,212,838PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$420,607CYRevenuesLessExpensesAmt
Total Assets BOY$13,558,413TotalAssetsBOYAmt
Total Assets EOY$14,442,267TotalAssetsEOYAmt
Total Liabilities BOY$6,276,636TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,357,031TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,281,777NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,085,236NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ORGANIZATION WAS ESTABLISHED TO PERPETUATE AMONG A GROUP OF COLLEGE WOMEN A SPIRIT OF MUTUAL ASSISTANCE AND UNDERSTANDING TO MAINTAIN HIGH STANDARDS OF SCHOLARSHIP, TO DEVELOP WOMANHOOD, TO STRIVE FOR THE ATTAINMENT OF HIGH IDEALS IN COLLEGE, COMMUNITY AND PERSONAL LIFE, AND TO TRAIN FOR LEADERSHIP AND A SENSE OF RESPONSIBILITY FOR THE WELFARE OF OTHERS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE INTERNATIONAL PROPERTY AND LIABILITY INSURANCE PROGRAM IS ADMINISTERED BY THE FRATERNITY. THERE ARE 26 HOUSE ASSOCIATIONS, 119 UNDERGRADUATE CHAPTERS, 115 ALUMNI CHAPTERS AND CLUBS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescTHE INTERNATIONAL CONVENTION AND WORKSHOPS ARE ADMINISTERED THROUGH THE OPERATING FUND. THE CONVENTION IS HELD EVERY OTHER YEAR.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescTO PROVIDE MEMBER SERVICES BY SELLING JEWELRY AND SUPPLIES AND PUBLISHING QUARTERLY MAGAZINES.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document10IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee82EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Initiation Fees And Cap Contri$850,611InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHELE CAMARCOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3176634200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18710 NORTH MERIDIAN STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46260ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
RIE GERAH HOEHNER
PRESIDENT40.00Yes (X)Yes (X)$0$0$0
MELISSA JACOBSON JAMES
VICE PRES - ALUMNAE40.00Yes (X)Yes (X)$0$0$0
LELIA VANNORDEN KELLEY
VICE PRES - COLLEGIANS30.00Yes (X)Yes (X)$0$0$0
LEE WOODHAM LANGUB
VICE PRES - EXTENSION25.00Yes (X)Yes (X)$0$0$0
MARIE FORD PALMER
VICE PRES - MEMBERSHIP20.00Yes (X)Yes (X)$0$0$0
BOBETTE SANDIFER THOMPSON
SECRETARY/TREASURER40.00Yes (X)Yes (X)$0$0$06.00
CINDA ZEHNER O'CONNOR
VICE PRES - PANHELLENIC AF10.00Yes (X)Yes (X)$0$0$0
WENDY BRIGHT FAUST
EXECUTIVE DIRECTOR51.00Yes (X)$91,369$0$6,5317.00
DAN DUNCAN
MANAGING DIRECTOR7.00Yes (X)$15,339$114,959$2,86751.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$106,708TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$114,959TotReportableCompRltdOrgAmt
Total Other Compensation$9,398TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
JW MARRIOTT INDIANAPOLIS
62960 COLLECTION DRIVECHICAGOIL606930960CONVENTION$272,469
MJ INSURANCE INC
PO BOX 50435INDIANAPOLISIN46250INSURANCE$201,987
HERFF JONES INC
4501 W 62ND STREETINDIANAPOLISIN46268FRATERNITY REGALIA$198,741
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
All Other Contributions$244,600AllOtherContributionsAmt
Total Contributions$244,600TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES900099$3,255,740$3,255,740
RISK MANAGEMENT INCOME524298$1,087,684$1,087,684
CONVENTION/TLC INCOME900099$209,380$209,380
INTEREST FROM CHAPTER LOANS900099$41,447$41,447
FieldValueIRS element (for citing)
Total Program Service Revenue$4,594,251TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$68,461TotalRevenueColumnAmt
Unrelated Business Revenue$32,455UnrelatedBusinessRevenueAmt
Exclusion$36,006ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$207,034TotalRevenueColumnAmt
Exclusion$207,034ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$37,721RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$25,469RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$12,252RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,252TotalRevenueColumnAmt
Unrelated Business Revenue$12,252UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,948,501SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,740,768SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$207,733SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$207,733TotalRevenueColumnAmt
Exclusion$207,733ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$809,674GrossSalesOfInventoryAmt
Cost Of Goods Sold$244,354CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$565,320TotalRevenueColumnAmt
Related Or Exempt Func Income$565,320RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
SERVICE FEE INCOME900099$26,610$26,610
MISCELLANEOUS900099$19,516$17,516$2,000
LATE REPORT FINES900099$3,586$3,586
FieldValueIRS element (for citing)
Other Revenue Total$49,712OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,949,363TotalRevenueColumnAmt
Related Or Exempt Func Income$5,207,283RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$46,707UnrelatedBusinessRevenueAmt
Exclusion$450,773ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$135,946TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,644,993TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$139,315TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$154,535TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$74,495TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$28,265TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$32,455TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$63,183TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$11,026TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$604,337TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$162,764TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$71,648TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$851,995TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$306,253TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$117,986TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$201,052TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$593,495TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
TRAINING$93,636
MAGAZINE PUBLICATION$92,863
MISCELLANEOUS$44,407
EQUIPMENT LEASE$33,739

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$70,368TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,528,756TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,696,520BOYAmt
EOY$1,515,748EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,599,015BOYAmt
EOY$3,941,877EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$233,239BOYAmt
EOY$282,609EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,196,604BOYAmt
EOY$1,147,577EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$11,475BOYAmt
EOY$149,903EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$83,506BOYAmt
EOY$245,358EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,914,796LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,332,625LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,395,967BOYAmt
EOY$4,582,171EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,656,025BOYAmt
EOY$1,937,703EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$682,659BOYAmt
EOY$635,918EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,403BOYAmt
EOY$3,403EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$13,558,413BOYAmt
EOY$14,442,267EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$147,641BOYAmt
EOY$316,019EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$204,877BOYAmt
EOY$467,961EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$3,501,865BOYAmt
EOY$4,255,459EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,799,232BOYAmt
EOY$2,608,041EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$623,021BOYAmt
EOY$709,551EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,276,636BOYAmt
EOY$8,357,031EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,227,962BOYAmt
EOY$6,032,106EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$685BOYAmt
EOY$0EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$53,130BOYAmt
EOY$53,130EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,281,777BOYAmt
EOY$6,085,236EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,558,413BOYAmt
EOY$14,442,267EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$420,607ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$317,906NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,299,242OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$53,815BeginningYearBalanceAmt
Investment Earnings Or Losses-$685InvestmentEarningsOrLossesAmt
Other Expenditures$0OtherExpendituresAmt
End Year Balance$53,130EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$53,130BeginningYearBalanceAmt
Investment Earnings Or Losses$3,591InvestmentEarningsOrLossesAmt
Other Expenditures$2,906OtherExpendituresAmt
End Year Balance$53,815EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$65,216BeginningYearBalanceAmt
Investment Earnings Or Losses$5,286InvestmentEarningsOrLossesAmt
Other Expenditures$17,372OtherExpendituresAmt
End Year Balance$53,130EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$57,969BeginningYearBalanceAmt
Investment Earnings Or Losses$7,247InvestmentEarningsOrLossesAmt
End Year Balance$65,216EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$58,805BeginningYearBalanceAmt
Investment Earnings Or Losses-$836InvestmentEarningsOrLossesAmt
End Year Balance$57,969EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,141,560OtherCostOrOtherBasisAmt
Book Value$1,141,560BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,534,598OtherCostOrOtherBasisAmt
Depreciation$530,490DepreciationAmt
Book Value$3,004,108BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,238,638OtherCostOrOtherBasisAmt
Depreciation$802,135DepreciationAmt
Book Value$436,503BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,582,171TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
CAPITAL LEASE OBLIGATIONS$79,376
ALUMNAE CHAPTER FEES FROM INITIATION FEES$630,175
FieldValueIRS element (for citing)
Total Liability$709,551TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$5,868,824TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$317,907NetUnrealizedGainsInvstAmt
Revenue Not Reported-$317,907RevenueNotReportedAmt
Revenue Subtotal$6,186,731RevenueSubtotalAmt
Investment Expenses Not Incld$32,455InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$269,823OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$237,368RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,949,363TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,766,123TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$269,823OtherExpensesIncludedAmt
Expenses Not Reported$269,823ExpensesNotReportedAmt
Expenses Subtotal$5,496,300ExpensesSubtotalAmt
Investment Expenses Not Incld2$32,455InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$32,455ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,528,755TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:A PORTION OF COLLEGIATE DUES, NEW MEMBER OR INITIATION FEES IS ALLOCATED FOR HOUSING AND TO BENEFIT ALUMNAE CHAPTERS. CERTAIN HOUSE ASSOCIATIONS ARE REQUIRED TO REMIT EXCESS INCOME TO THE FRATERNITY. POLICY REQUIRES THAT, IN CERTAIN CASES, THE FRATERNITY HOLD FUNDS ON BEHALF OF CHAPTERS AND HOUSE ASSOCIATIONS.
PART V, LINE 4:INVESTMENT EARNINGS FROM ENDOWMENT FUNDS ARE RESTRICTED FOR ARCHIVES PRESERVATION AND DISPLAY.
PART X, LINE 2:THE FRATERNITY HAS EVALUATED TAX POSITIONS TAKEN IN THE TAX RETURNS FILED AND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS DEFINED BY GENERALLY ACCEPTED ACCOUNTING STANDARDS. UNDER A THREE-YEAR STATUTE OF LIMITATIONS, THE COMPANY REMAINS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE YEARS ENDED MAY 31, 2013 THROUGH MAY 31, 2015.
PART XI, LINE 4B - OTHER ADJUSTMENTS:RENTAL EXPENSES -25,469. COST OF GOODS SOLD -244,354.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES 25,469. COST OF GOODS SOLD 244,354.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxt
NORTH AMERICA - CANADA00MEMBERSHIP, PLEDGE, AND INITIATION DUES FROM MEMBERS - $96,777MEMBERSHIP, PLEDGE, AND INITIATION DUES FROM MEMBERS OF FRATERNITY CHAPTERS IN CANADA
NORTH AMERICA - CANADA00RISK MANAGEMENT PROGRAM FEES - $23,001RISK MANAGEMENT PROGRAM REVENUE FROM CHAPTERS IN CANADA
NORTH AMERICA - CANADA00SALES OF JEWELRY AND OTHER INVENTORY ITEMS - $2,578JEWELRY SALES TO CANADIAN CHAPTER MEMBERS
NORTH AMERICA - CANADA00REGISTRATION FEES FOR CONVENTIONS AND CONFERENCES - $3,000LEADERSHIP CONFERENCE AND CONVENTION REGISTRATION FEES FROM CANADIAN CHAPTER MEMBERS
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$0SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$0TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6ALPHA GAMMA DELTA FRATERNITY HAS BOTH COLLEGIATE AND ALUMNAE MEMBERS. MEMBERS ARE SOLICITED AND JOIN THE FRATERNITY THROUGH A LOCAL CHAPTER INITIATION PROCESS.
FORM 990, PART VI, SECTION A, LINE 7ATHE ORGANIZATION HAS SPECIAL ELECTION PROCEDURES FOR ELECTING COUNCIL MEMBERS. COUNCIL MEMBERS ARE NOMINATED AND THE NOMINATIONS ARE REVIEWED BY THE ELECTIONS COMMITTEE. THE FOLLOWING INDIVIDUALS ARE ALLOWED TO VOTE AND ELECT INCOMING BOARD MEMBERS: PAST AND CURRENT COUNCIL MEMBERS, VOLUNTEER SERVICE TEAM MEMBERS, COLLEGIATE CHAPTER PRESIDENTS, ALUMNAE CHAPTER PRESIDENTS, INCORPORATED HOUSE ASSOCIATION PRESIDENTS AND CHAPTER ADVISORS.
FORM 990, PART VI, SECTION B, LINE 11THE ORGANIZATION RECEIVES A COPY OF FORM 990 AND IT IS REVIEWED BY THE INTERNATIONAL COUNCIL PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION HAS COUNCIL MEMBERS SUBMIT CONFLICT OF INTEREST DISCLOSURES AT LEAST ANNUALLY. ANY CONFLICTS ARE ADDRESSED ON A CASE-BY-CASE BASIS AND ARE PROMTLY RESOLVED.
FORM 990, PART VI, SECTION B, LINE 15ATHE ORGANIZATION'S PERSONNEL COMMITTEE CONDUCTS A REVIEW AND DETERMINES ANY MERIT INCREASES. THE ENTIRE COUNCIL REVIEWS AND VOTES ON THE COMMITTEE'S RECOMMENDATION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND TAX RETURNS AVAILABLE TO THE PUBLIC UPON REQUEST. ANNUAL FORM 990S CAN ALSO BE ATTAINED THROUGH THIRD PARTY WEBSITES SUCH AS WWW.GUIDESTAR.COM.
FORM 990, PART XI, LINE 9:CAPITAL CONTRIBUTION -1,299,242.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION HAS AN EXECUTIVE FINANCE COMMITTEE THAT IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT PROCESS AS WELL AS SELECTION OF AN INDEPENDENT ACCOUNTANT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260452988927TO HOLD TITLE AND PROVIDE HOUSING SERVICES TO LOCAL CHAPTERS OF AGD FRAT.IN501(C)(7)0
ALPHA GAMMA DELTA CHAPTER HOUSE COMPANY
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260946083003TO HOLD TITLE AND PROVIDE HOUSING SERVICES TO LOCAL CHAPTERS OF AGD FRAT.CA501(C)(2)0ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
ALPHA GAMMA DELTA CHAPTER HOUSE COMPANY
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260736104057TO HOLD TITLE AND PROVIDE HOUSING SERVICES TO LOCAL CHAPTERS OF AGD FRAT.OK501(C)(2)0ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
RHO CHAPTER OF ALPHA GAMMA DELTA HOUSE ASSOCIATION
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260237061847TO HOLD TITLE AND PROVIDE HOUSING SERVICES TO THE RHO CHAPTER OF AGD FRATIA501(C)(2)0ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
DELTA THETA HOUSE CORPORATION OF ALPHA GAMMA DELTA
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260820277538TO HOLD TITLE AND PROVIDE HOUSING SERVICES TO THE DELTA THETA CHAPTERID501(C)(2)0ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
ALGA INC
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260596144088TO HOLD TITLE AND PROVIDE HOUSING SERVICES TO THE GAMMA BETA CHAPTERFL501(C)(2)0ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
HOUSE ASSOCIATION OF EPSILON KAPPA CHAPTER OF ALPHA GAMMA DELTA
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260486117485TO HOLD TITLE AND PROVIDE HOUSING SERVICES TO THE EPSILON KAPPA CHAPTERKS501(C)(2)0ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
EPSILON MU HOUSE CORPORATION OF ALPHA DELTA OF HAYS KANSAS
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260486108643TO HOLD TITLE AND PROVIDE HOUSING SERVICES TO THE EPSILON MU CHAPTERKS501(C)(2)0ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset ExchangeYes (1)AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$1,299,242InvolvedAmt
Method Of Amount DeterminationCASH VALUEMethodOfAmountDeterminationTxt

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