2015-10-12T10:20:26-05:00 2015-05-31 351178661 BLUE & CO LLC 12800 N MERIDIAN STREET SUITE 400 CARMEL IN 46032 990 2014-06-01 352057322 ALPHA GAMMA DELTA FOUNDATION INC ALPH 3176634242 8710 N MERIDIAN ST INDIANAPOLIS IN 46260 JULIE A CRETIN EXECUTIVE DIRECTOR 3176634242 2015-10-05 1 ANGELA N CRAWFORD P00573197 3178488920 2015-10-05 2014 2016-02-25 16:41:14Z JULIE A CRETIN 8710 N MERIDIAN ST INDIANAPOLIS IN 46260 5671628 0 X WWW.ALPHAGAMMADELTAFOUNDATION.ORG X 1998 IN THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP. 8 8 5 45 0 0 1121600 1220469 0 0 735052 702050 0 0 1856652 1922519 582332 491359 0 0 265338 272915 61177 60783 260381 329138 377779 1237985 1202836 618667 719683 8217981 8784174 95567 137557 8122414 8646617 X THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP. 0 0 272178 200000 ONE-YEAR PROGRAM GRANTS TO ALPHA GAMMA DELTA FRATERNITY FOR ITS EDUCATIONAL, LEADERSHIP AND PHILANTHROPIC INITIATIVES, INCLUDING 57 SCHOLARSHIPS TO THE PREMIERE LEADERSHIP ACADEMIES OF LEADERSHAPE AND THE UNDERGRADUATE INTERFRATERNITY INSTITUTE; GRANTS FOR THE DELTA EXPERIENCE, A PERSONAL DEVELOPMENT PROGRAM FOR OVER 2,000 GRADUATING SENIORS TRANSITIONING INTO THEIR POST-COLLEGE LIFE; GRANTS FOR ON-SITE DELIVERED LEADERSHIP TRAINING AND COACHING TO 83 CHAPTERS ACROSS THE US AND CANADA THROUGH THE EDUCATIONAL LEADERSHIP CONSULTANT PROGRAM; GRANTS FOR EDUCATIONAL AND LEADERSHIP PROGRAMS DELIVERED TO OVER 600 WOMEN AT THE 2014 CONVENTION; GRANTS FOR TWO INTERDISCIPLINARY TEAMS FROM INSTITUTIONS OF HIGHER EDUCATION TO ATTEND THE NOVAK INSTITUTE FOR HAZING PREVENTION TO TACKLE THE PUBLIC HEALTH ISSUE OF HAZING FROM A STRATEGIC APPROACH THAT FOCUSES ON PREVENTION RATHER THAN JUST RESPONSE; AND GRANTS FOR GREEKLIFEEDU, AN ONLINE EDUCATIONAL PROGRAM FOR OVER 6,100 NEW MEMBERS ADDRESSING THE ISSUES OF ALCOHOL MISUSE, HAZING/BULLYING AND SEXUAL ASSAULT. 222661 141250 128 UNDERGRADUATE AND GRADUATE SCHOLARSHIP GRANTS TO MEMBERS OF ALPHA GAMMA DELTA FRATERNITY AND OTHERS ATTENDING COLLEGES AND UNIVERSITIES IN THE UNITED STATES AND CANADA. 111530 100000 GRANT FUNDING FOR 36 DIABETES EDUCATION, RESEARCH AND AWARENESS PROGRAMS IN 28 STATES/PROVINCES, WITH SPECIAL EMPHASIS ON SUPPORT OF DIABETES KIDS CAMPS. 784 500 DISASTER RELIEF GRANT ASSISTANCE FOR 1 MEMBERS OF ALPHA GAMMA DELTA DISPLACED FROM HER HOME DUE TO FIRE. 45959 38048 EMERGENCY FINANCIAL GRANT ASSISTANCE TO 25 MEMBERS OF ALPHA GAMMA DELTA EXPERIENCING FINANCIAL DISTRESS, SERIOUS ILLNESS, FAMILY CRISIS, ETC. 7374 4294 15 GRANTS FOR MEMBERS OF ALPHA GAMMA DELTA CONTINUING THEIR EDUCATION AND PROFESSIONAL DEVELOPMENT ON A PART-TIME BASIS. 6942 ACADEMIC RECOGNITION PROGRAM RECOGNIZING THE TOP CUMULATIVE GRADE POINT AVERAGE OF GRADUATING SENIORS IN 118 ALPHA GAMMA DELTA CHAPTERS THROUGHOUT THE UNITED STATES AND CANADA. 58353 PRINT, EVENT, COMMUNICATIONS AND GENERAL MANAGEMENT OF ALPHA GAMMA DELTA FOUNDATION GRANT, EDUCATION AND SCHOLARSHIP PROGRAMS INCLUDING ACCESSIBILITY TO APPLICATIONS, PROGRAM EDUCATION AND AWARENESS AND REPORTING OF PROGRAM IMPACT. PRINT COMMUNICATIONS REACH OVER 105,000 COLLEGIATE AND ALUMNAE MEMBERS OF ALPHA GAMMA DELTA; WEBSITE COMMUNICATIONS ARE AVAILABLE 24/7 TO THE PUBLIC. 6432 3500 GRANTS TO EDUCATIONAL AND LEADERSHIP CHARITABLE ORGANIZATIONS 8228 3768 EDUCATIONAL AREA HOUSING GRANTS, PROVIDING EQUIPMENT AND FACILITIES THAT SUPPORT ACADEMIC SUCCESS. 134072 50110 740441 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN IL AK AL AR CO CT FL HI KS KY LA MA MD MI MN MS NC NH NJ NM NY OK OR PA RI SC TN UT VA WA WI WV X JULIE A CRETIN EXECUTIVE DIRECTOR 3176634242 8710 N MERIDIAN ST INDIANAPOLIS IN 46260 DEBBIE DOUGLASS ROTH VICE PRESIDENT 5.00 X X 0 0 0 RIE GERAH HOEHNER BOARD MEMBER 5.00 X 0 0 0 PATRICIA TULLEY RIDDIFORD PRESIDENT 5.00 X X 0 0 0 DEBORAH SCHMIDT ESCHENBACHER BOARD MEMBER 5.00 X 0 0 0 CAROL RICHARDS PESKE BOARD MEMBER 5.00 X 0 0 0 SUE MAGGIO SIM TREASURER 5.00 X X 0 0 0 ESTACIA MEDLEN BRANDENBURG BOARD MEMBER 5.00 X 0 0 0 JANIS LANG BARTOSZ SECRETARY 5.00 X X 0 0 0 JULIE WAITMAN CRETIN EXECUTIVE DIRECTOR 40.00 X 94170 0 7416 94170 0 7416 0 0 0 0 0 1220469 1220469 214759 214759 4236400 3749109 487291 487291 487291 1922519 0 0 702050 291267 291267 184092 184092 16000 16000 103525 30635 47697 25193 137301 46678 48966 41657 10609 4140 3449 3020 2439 1213 722 504 19041 6668 7286 5087 19895 10895 949 8051 55332 31559 23431 342 60783 60783 81165 51870 29295 64652 29622 12540 22490 15277 3233 2632 9412 24150 9205 8800 6145 27951 11459 10595 5897 18234 18234 2374 831 909 634 2507 1267 1240 PRINTING 36183 22161 1859 12163 REGISTRATION FEES 14451 8280 1747 4424 AWARDS 13099 8384 4715 QUARTERLY EXPENSES 2508 2508 1 -49760 -103 49864 1202836 740441 202014 260381 366957 339016 738094 674167 48379 29371 11646 1595 63254 54790 3323 8464 7039774 7720687 9808 10874 8217981 8784174 95567 137557 95567 137557 X 2970105 2996582 1194620 1222600 3957689 4427435 8122414 8646617 8217981 8784174 719683 -195480 0 X X 0 1 X 1 0 X 939857 987444 1393814 1121600 1220469 5663184 939857 987444 1393814 1121600 1220469 5663184 196270 5466914 129671 137538 142066 168542 214759 792576 6455760 0.84680 0.84900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5016806 441878 267745 122621 78471 5525337 4449819 275981 439483 80208 68269 5016806 3815631 199407 544970 50250 59939 4449819 3839632 244949 -182725 49288 36937 3815631 3198063 118330 587589 64350 3839632 0.01250 0.80130 0.18620 0 0 63254 54790 8464 8464 X 1645874 -195480 -195480 1841354 81165 81165 1922519 1121671 0 1121671 81165 81165 1202836 PART V, LINE 4: THE ENDOWMENT FUNDS ARE TO BE USED FOR SCHOLARSHIPS AND GRANTS TO MEMBERS, AND GRANTS TO ALPHA GAMMA DELTA FRATERNITY. PART X, LINE 2: FEDERAL INCOME TAX: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION OTHER THAN A PRIVATE FOUNDATION, AND IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND RELATED STATE LAWS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION 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 FOUNDATION, AND HAS CONCLUDED THAT AS OF MAY 31, 2015 AND 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. AS SUCH, THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND A SIMILAR STATE RETURN, WHICH ARE INFORMATIONAL RETURNS ONLY. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 NORTH AMERICA 0 0 16000 0 0 0 0 0 0 16000 0 16000 0 8 0 0 0 0 0 0 X X X X X 1 WORDS DATA AND IMAGES LLC 3190 RIDER TRAIL SOUTH EARTH CITY MO 56301 CONSULTANTS ON DIRECT MAIL PROGRAM 0 131189 43185 88004 ARIA COMMUNICATIONS CORPORATION 717 WEST ST GERMAIN STREET ST CLOUD MN 56301 MANAGE TELEMARKETING PROGRAM 0 30662 17598 13064 161851 60783 101068 AK AL AR CO CT DC FL HI IL KS KY LA MA ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV CA GA MD IN NV SCHEDULE G, PART I, LINE 2B, COLUMN (V) PAYMENTS FOR PROFESSIONAL FUNDRAISING SERVICES ARE BILLED SEPARATELY UNDER PROGRAM MANAGEMENT FEES OR TELEMARKETING HOURS. ALL EXPENSES ARE BILLED AS ITEMIZED EXPENSES. 1 ALPHA GAMMA DELTA 8710 N MERIDIAN STREET INDIANAPOLIS IN 46240 221550561 501(C)(7) 92831 LEADERSHIP CONSULTANT PROGRAM ALPHA GAMMA DELTA 8710 N MERIDIAN STREET INDIANAPOLIS IN 46240 221550561 501(C)(7) 17500 CONVENTION EDUCATIONAL PROGRAMMING ALPHA GAMMA DELTA 8710 N MERIDIAN STREET INDIANAPOLIS IN 46240 221550561 501(C)(7) 16486 UNDERGRADUATE INTERFRATERNITY INSTITUTE SCHOLARSHIPS ALPHA GAMMA DELTA 8710 N MERIDIAN ST INDIANAPOLIS IN 46260 221550561 501(C)(7) 13500 NOVAK INSTITUTE HAZING PREVENTION ALPHA GAMMA DELTA 8710 N MERIDIAN STREET INDIANAPOLIS IN 46240 221550561 501(C)(7) 30000 GREEKLIFEEDU ALPHA GAMMA DELTA 8710 N MERIDIAN STREET INDIANAPOLIS IN 46240 221550561 501(C)(7) 25448 LEADERSHAPE SCHOLARSHIPS AMERICAN DIABETES ASSOCIATION OF DALLAS 4100 ALPHA ROAD SUITE 100 DALLAS TX 75244 131623888 501(C)(3) 6000 SUPPORT FOR DIABETES EDUCATION AND AWARENESS. AMERICAN DIABETES ASSOCIATION OF GREATER ILLINOIS 55 EAST MONROE SUITE 3420 CHICAGO IL 60603 131623888 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION AND AWARENESS. AMERICAN DIABETES ASSOCIATION OF INDIANA AREA 8604 ALLISONVILLE ROAD SUITE 140 INDIANAPOLIS IN 46250 131623888 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION AND AWARENESS. 3 1 SCHOLARSHIPS AND GRANTS 162 184092 PART I, LINE 2: GRANT DETERMINATION - THE FOUNDATION DETERMINES ELIGIBLE GRANT RECIPIENTS OBJECTIVELY BASED UPON ESTABLISHED CRITERIA THAT HAS BEEN APPROVED BY THE BOARD OF TRUSTEES. ALL GRANT PROGRAMS REQUIRE COMPLETION OF A PROGRAM-SPECIFIC FORMAL APPLICATION. DEPENDING UPON THE PROGRAM, APPLICATIONS ARE REVIEWED BY BOARD COMMITTEES WHO MAY APPROVE RECIPIENTS ON BEHALF OF THE FOUNDATION OR VOLUNTEER COMMITTEES WHO MAKE RECOMMENDATION FOR APPROVAL TO THE BOARD OF TRUSTEES. GRANT MONITORING - INDIVIDUALS RECEIVING SCHOLARSHIP GRANTS ARE REQUIRED TO PROVIDE PROOF OF ENROLLMENT IN SCHOOL BEFORE FUNDS ARE RELEASED. SIS GRANTS AND CONTINUING EDUCATION RECIPIENTS INCLUDE SPECIFIC USE OF FUNDS IN PROGRAM APPLICATIONS. ORGANIZATIONS RECEIVING GRANT SUPPORT ARE REQUESTED TO PROVIDE ANNUAL FINAL GRANT REPORTS WHICH OUTLINE USE AND IMPACT OF FUNDING. SHOULD A FINAL GRANT REPORT NOT BE RECEIVED, THE FOUNDATION MAY CONSIDER NOT AWARDING FUTURE FUNDING TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 WAS PRESENTED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW IN ADVANCE OF BOARD APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION TRUSTEES, OFFICERS AND EMPLOYEES ANNUALLY DISCLOSE OR UPDATE TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. THE EXECUTIVE COMMITTEE DETERMINES THE APPROPRIATE COURSE OF ACTION WHICH MAY INCLUDE, BUT IS NOT LIMITED TO, TAKING NO ACTION, PROVIDING FULL DISCLOSURE TO THE BOARD OF TRUSTEES, ASKING THE PERSON TO RECUSE THEMSELVES FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE FOUNDATION, ASKING THE PERSON TO RESIGN FROM HIS/HER POSITION, OR POSSIBLE REMOVAL FROM HIS/HER POSITION. THE EXECUTIVE DIRECTOR ALSO MONITORS PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND IS TO DISCLOSE THEM TO THE EXECUTIVE COMMITTEE IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES OR PERSONNEL COMMITTEE, USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THIS MAY INCLUDE BUT IS NOT LIMITED TO A SURVEY OF SIMILAR FRATERNAL ENTITIES IN THE LOCAL AREA, UTILIZATION OF UNITED STATES BUREAU OF LABOR STATISTICS FOR SIMILAR POSITIONS IN THE LOCAL AREA, UTILIZATION OF THE CONSUMER PRICE INDEX FOR URBAN AREAS AND/OR UTILIZATION OF PERFORMANCE EVALUATIONS BY BOARD MEMBERS AND THE EXECUTIVE DIRECTOR. THIS PROCESS WAS LAST PERFORMED IN 2015. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION PROVIDES, UPON REQUEST TO THE EXECUTIVE DIRECTOR, COPIES OF THE ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, FORM 990 AND AUDITED FINANCIAL STATEMENTS. THE FOUNDATION'S FORM 990 IS PUBLICLY AVAILABLE ON GUIDESTAR. PART XII, LINE 2C THE FOUNDATION HAS A COMMITTEE THAT ASSUMES OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.