2016-01-13T14:29:32-06:00 2015-05-31 351178661 BLUE & CO LLC 12800 N MERIDIAN STREET SUITE 400 CARMEL IN 46032 990 2014-06-01 360720566 ALPHA XI DELTA FRATERNITY ALPH 3178723500 8702 FOUNDERS ROAD INDIANAPOLIS IN 46268 ELYSIA BALSTER GALLIVAN NATIONAL EXECUTIVE DIRECTOR 3178723500 2016-01-13 1 ANGELA N CRAWFORD P00573197 3178488920 2016-01-13 2014 2016-04-25 22:37:26Z ELYSIA BALSTER GALLIVAN 8702 FOUNDERS ROAD INDIANAPOLIS IN 46268 9153816 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 65 638 356538 -49 86462 251552 4911711 5386213 238964 98372 459311 555281 5696448 6291418 0 0 0 0 1343803 1553489 0 0 0 3430886 3970942 4774689 5524431 921759 766987 8338516 9245051 2376653 2541775 5961863 6703276 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 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. 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. 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 38 0 1 65 1 1 1 0 0 0 0 626360 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 SANDRA ELLEN EDWARDS NATIONAL PRESIDENT 20.00 X X 0 0 0 MICHELE EVINK NATIONAL VICE PRESIDENT 10.00 X X 0 0 0 NANCY GAINER NATIONAL VICE PRESIDENT 10.00 X X 0 0 0 SUZANNE CANTANDO KIRSCHBAUM 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 NEALY WHEAT NATIONAL VICE PRESIDENT 10.00 X X 0 0 0 ELYSIA BALSTER GALLIVAN NATIONAL EXECUTIVE DIRECTO 40.00 X 92423 0 3046 92423 0 3046 0 0 0 0 GILL GRILLING COMPANY LLC 2007 VALLEY ROAD ANNAPOLIS MD 21401 MEALS/FOOD SERVICE 152390 HENDRICK HOUSE 904 WEST GREEN STREET URBANA IL 61801 MEALS/FOOD SERVICE 151742 APC CONSTRUCTION PO BOX 4676 VALLEY VILLAGE CA 91617 REMODEL AND REPAIR SERVICES 121038 3 251552 251552 MEMBERSHIP DUES 900099 2639751 2639751 CHAPTER HOUSE RENTAL 900099 1801525 1761525 40000 RISK MANAGEMENT ASSESSMENT 900099 553388 553388 PROPERTY MANAGEMENT 900099 262773 262773 MEETINGS AND EVENTS 900099 118465 118465 10311 10311 5386213 19803 19803 206993 206993 2267775 470 2183533 6143 84242 -5673 78569 -5673 84242 1012456 672722 339734 339734 ADVERTISING INCOME 900099 5500 5500 OTHER INCOME 900099 3054 3054 8554 6291418 5683328 356538 0 X 97840 1232990 99744 122915 26418 64895 11138 127961 20392 55506 43467 487130 11652 321365 82653 389274 407855 FOOD SERVICE 453508 ELC PROGRAM EXPENSES 316360 CHAPTER EXTENSION EXPEN 256683 MAINTENANCE 224076 670609 5524431 243502 291520 2629999 2921318 157298 334004 224471 261421 23662 34161 261791 261699 5548379 1785182 3364691 3763197 1257324 1022815 175778 354916 8338516 9245051 156377 275239 290075 422273 1738095 1720892 192106 123371 2376653 2541775 X 5961863 6703276 5961863 6703276 8338516 9245051 766987 -25574 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 478589 478589 3119648 911187 2208461 708154 127505 580649 1241988 746490 495498 3763197 GUARANTEES OF INDEBTEDNESS 100000 FUNDS HELD FOR OTHERS 23371 123371 X 6928975 -25574 674269 648695 6280280 11138 11138 6291418 6187562 674269 674269 5513293 11138 11138 5524431 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. 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.