ALPHA XI DELTA FRATERNITY: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: ALPHA XI DELTA FRATERNITY (EIN 36-0720566)
Tax period: 2014-06-01 to 2015-05-31
Filed: 2016-01-13
IRS object ID: 201610139349301116
Schema version: 2014v6.0
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
Form 990
Schedule B
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-01-13T14:29:32-06:00	ReturnTs
Tax Period End	2015-05-31	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	2014-06-01	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	2016-01-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ANGELA N CRAWFORD	PreparerPersonNm
PTIN	P00573197	PTIN
Phone	3178488920	PhoneNum
Preparation	2016-01-13	PreparationDt

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-04-25 22:37:26Z	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	$9,153,816	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	65	TotalEmployeeCnt
Total Volunteers	638	TotalVolunteersCnt
Total Gross UBI	$356,538	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$49	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$86,462	PYContributionsGrantsAmt
CY Contributions Grants	$251,552	CYContributionsGrantsAmt
PY Program Service Revenue	$4,911,711	PYProgramServiceRevenueAmt
CY Program Service Revenue	$5,386,213	CYProgramServiceRevenueAmt
PY Investment Income	$238,964	PYInvestmentIncomeAmt
CY Investment Income	$98,372	CYInvestmentIncomeAmt
PY Other Revenue	$459,311	PYOtherRevenueAmt
CY Other Revenue	$555,281	CYOtherRevenueAmt
PY Total Revenue	$5,696,448	PYTotalRevenueAmt
CY Total Revenue	$6,291,418	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	$1,343,803	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,553,489	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$3,430,886	PYOtherExpensesAmt
CY Other Expenses	$3,970,942	CYOtherExpensesAmt
PY Total Expenses	$4,774,689	PYTotalExpensesAmt
CY Total Expenses	$5,524,431	CYTotalExpensesAmt
PY Revenues Less Expenses	$921,759	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$766,987	CYRevenuesLessExpensesAmt
Total Assets BOY	$8,338,516	TotalAssetsBOYAmt
Total Assets EOY	$9,245,051	TotalAssetsEOYAmt
Total Liabilities BOY	$2,376,653	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,541,775	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$5,961,863	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$6,703,276	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 FIFTEEN 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 FRANKLIN & MARSHALL COLLEGE, OKLAHOMA STATE UNIVERSITY, AND THE UNIVERSITY OF WISCONSIN - MADISON.	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	38	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	65	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	$626,360	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 (8 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
SANDRA ELLEN EDWARDS
NATIONAL PRESIDENT	20.00	Yes (X)	Yes (X)	$0	$0	$0
MICHELE EVINK
NATIONAL VICE PRESIDENT	10.00	Yes (X)	Yes (X)	$0	$0	$0
NANCY GAINER
NATIONAL VICE PRESIDENT	10.00	Yes (X)	Yes (X)	$0	$0	$0
SUZANNE CANTANDO KIRSCHBAUM
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
NEALY WHEAT
NATIONAL VICE PRESIDENT	10.00	Yes (X)	Yes (X)	$0	$0	$0
ELYSIA BALSTER GALLIVAN
NATIONAL EXECUTIVE DIRECTO	40.00		Yes (X)	$92,423	$0	$3,046

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$92,423	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$3,046	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
GILL GRILLING COMPANY LLC
2007 VALLEY ROAD	ANNAPOLIS	MD	21401	MEALS/FOOD SERVICE	$152,390
HENDRICK HOUSE
904 WEST GREEN STREET	URBANA	IL	61801	MEALS/FOOD SERVICE	$151,742
APC CONSTRUCTION
PO BOX 4676	VALLEY VILLAGE	CA	91617	REMODEL AND REPAIR SERVICES	$121,038

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$251,552	AllOtherContributionsAmt
Total Contributions	$251,552	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
MEMBERSHIP DUES	900099	$2,639,751	$2,639,751
CHAPTER HOUSE RENTAL	900099	$1,801,525	$1,761,525	$40,000
RISK MANAGEMENT ASSESSMENT	900099	$553,388	$553,388
PROPERTY MANAGEMENT	900099	$262,773	$262,773
MEETINGS AND EVENTS	900099	$118,465	$118,465

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,311	TotalRevenueColumnAmt
Related Or Exempt Func Income	$10,311	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$5,386,213	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$19,803	TotalRevenueColumnAmt
Unrelated Business Revenue	$19,803	UnrelatedBusinessRevenueAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$206,993	TotalRevenueColumnAmt
Unrelated Business Revenue	$206,993	UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$2,267,775	SecuritiesAmt
Other	$470	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$2,183,533	SecuritiesAmt
Other	$6,143	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$84,242	SecuritiesAmt
Other	-$5,673	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$78,569	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$5,673	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$84,242	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$1,012,456	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$672,722	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$339,734	TotalRevenueColumnAmt
Related Or Exempt Func Income	$339,734	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADVERTISING INCOME	900099	$5,500	$5,500
OTHER INCOME	900099	$3,054		$3,054

Field	Value	IRS element (for citing)
Other Revenue Total	$8,554	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,291,418	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,683,328	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$356,538	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	$97,840	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,232,990	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$99,744	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$122,915	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$26,418	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$64,895	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$11,138	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$127,961	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$20,392	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$55,506	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$43,467	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$487,130	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$11,652	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$321,365	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$82,653	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$389,274	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$407,855	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
FOOD SERVICE	$453,508
ELC PROGRAM EXPENSES	$316,360
CHAPTER EXTENSION EXPEN	$256,683
MAINTENANCE	$224,076

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$670,609	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,524,431	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$243,502	BOYAmt
EOY	$291,520	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$2,629,999	BOYAmt
EOY	$2,921,318	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$157,298	BOYAmt
EOY	$334,004	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$224,471	BOYAmt
EOY	$261,421	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$23,662	BOYAmt
EOY	$34,161	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$261,791	BOYAmt
EOY	$261,699	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$5,548,379	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,785,182	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$3,364,691	BOYAmt
EOY	$3,763,197	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,257,324	BOYAmt
EOY	$1,022,815	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$175,778	BOYAmt
EOY	$354,916	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$8,338,516	BOYAmt
EOY	$9,245,051	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$156,377	BOYAmt
EOY	$275,239	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$290,075	BOYAmt
EOY	$422,273	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$1,738,095	BOYAmt
EOY	$1,720,892	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$192,106	BOYAmt
EOY	$123,371	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,376,653	BOYAmt
EOY	$2,541,775	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,961,863	BOYAmt
EOY	$6,703,276	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,961,863	BOYAmt
EOY	$6,703,276	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$8,338,516	BOYAmt
EOY	$9,245,051	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$766,987	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$25,574	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	$3,119,648	OtherCostOrOtherBasisAmt
Depreciation	$911,187	DepreciationAmt
Book Value	$2,208,461	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$708,154	OtherCostOrOtherBasisAmt
Depreciation	$127,505	DepreciationAmt
Book Value	$580,649	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,241,988	OtherCostOrOtherBasisAmt
Depreciation	$746,490	DepreciationAmt
Book Value	$495,498	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$3,763,197	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
GUARANTEES OF INDEBTEDNESS	$100,000
FUNDS HELD FOR OTHERS	$23,371

Field	Value	IRS element (for citing)
Total Liability	$123,371	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$6,928,975	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$25,574	NetUnrealizedGainsInvstAmt
Other Revenue	$674,269	OtherRevenueAmt
Revenue Not Reported	$648,695	RevenueNotReportedAmt
Revenue Subtotal	$6,280,280	RevenueSubtotalAmt
Investment Expenses Not Incld	$11,138	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$11,138	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$6,291,418	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$6,187,562	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$674,269	OtherExpensesIncludedAmt
Expenses Not Reported	$674,269	ExpensesNotReportedAmt
Expenses Subtotal	$5,513,293	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$11,138	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$11,138	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$5,524,431	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART X, LINE 2:	INCOME TAXES: 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. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FRATERNITY AND NHC AND TO RECOGNIZE A TAX LIABILITY IF THE FRATERNITY OR NHC 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 BOTH THE FRATERNITY AND NHC, AND HAS CONCLUDED THAT AS OF MAY 31, 2015 AND 2014, 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 FRATERNITY AND NHC ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FRATERNITY HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH MAY 31, 2014. THE NHC HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR THE PERIODS THROUGH MAY 31, 2014, HOWEVER, AS OF THE DATE THE CONSOLIDATED FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THE RETURNS HAD NOT YET BEEN ACCEPTED. 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 672,722. LOSS ON DISPOSAL OF ASSETS 1,547.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	COST OF GOODS SOLD 672,722. LOSS ON DISPOSAL OF ASSETS 1,547.

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 ROLLED OUT 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 IN TWO SESSIONS IN 2015. THE WORKOUT HELPS GET OUR CHAPTERS IN TOP CONDITION BEFORE THEY START THE RECRUITMENT MARATHON. ACTIVITIES AND EXERCISES FOR A SUCCESSFUL RECRUITMENT PLAN AND A REVIEW OF CONVERSATION TACTICS GIVE SISTERS THE TOOLS THEY NEED TO INSTILL ALPHA XI DELTA PRIDE WITHIN THEIR CHAPTERS. 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'S MEMBERSHIP DEVELOPMENT PROGRAM, REALIZE YOUR POTENTIAL, ALLOWS A CHAPTER TO CHOOSE WHAT SUBJECT AREAS WOULD MOST BENEFIT ITS MEMBERSHIP IN FOUR CORE AREAS: SELF-AWARENESS, SELF-MANAGEMENT, SOCIAL AWARENESS, AND RELATIONSHIP MANAGEMENT. EACH OF THESE FOUR AREAS HAS SEVERAL WORKSHOPS DESIGNED FOR CHAPTER SELF-FACILITATION. ALPHA XI DELTA HELD THE VOLUNTEER LEADERSHIP CONFERENCE (VLC) FOR TRAINING AND DEVELOPING OUR VOLUNTEERS. IT WAS A TIME FOR NATIONAL AND TERRITORY DIRECTORS, NATIONAL COUNCIL, NATIONAL HOUSING CORPORATION BOARD MEMBERS AND FOUNDATION TRUSTEES TO USE THEIR IDEAS AND TALENTS TO PLAN FOR THE UPCOMING BIENNIUM. WITH A THEME FOCUSED ON SPORTS AND GAME PLANNING, THE WEEKEND WAS PACKED WITH GREAT IDEAS, TRAINING AND COLLABORATION. THE FOUNDERS' ACADEMY (TFA) IS ALPHA XI DELTA'S SUMMER EDUCATIONAL OPPORTUNITY FOR CHAPTER PRESIDENTS AND EMERGING CHAPTER LEADERS. THIS WAS OUR FIRST YEAR FOR TFA, AND PROGRAMMING CENTERED AROUND HOW TO USE OUR STRENGTHS THROUGH LEADERSHIP OPPORTUNITIES AND CHAPTER MANAGEMENT.
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	CHAPTER ASSISTANCE 209,520. THE QUILL 169,970. MEMBER SERVICES 83,248. HOUSE FURNISHINGS 57,332. MISCELLANEOUS 49,094. BANK FEES 30,737. STAFF TRAINING & DEVELOPMENT 23,055. PHILANTHROPY SERVICES 18,238. DUES & SUBSCRIPTIONS 14,334. POSTAGE 7,901. BAD DEBT EXPENSE 7,180.
FORM 990, PART XII, LINE 2C	THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.