2015-01-14T08:13:20-06:00 2014-05-31 351178661 BLUE & CO LLC 12800 N MERIDIAN STREET SUITE 400 CARMEL IN 46032 990 2013-06-01 360720566 ALPHA XI DELTA FRATERNITY ALPH 3178723500 8702 FOUNDERS ROAD INDIANAPOLIS IN 46268 ELYSIA BALSTER GALLIVAN NATIONAL EXECUTIVE DIRECTOR 3178723500 2015-01-12 1 ANGELA N CRAWFORD P00573197 3178488920 2015-01-12 2013 2016-03-07 17:11:31Z ELYSIA BALSTER GALLIVAN 8702 FOUNDERS ROAD INDIANAPOLIS IN 46268 7796857 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 68 535 405779 -21302 954825 86462 3924099 4911711 93219 238964 342609 459311 5314752 5696448 0 0 0 0 1154709 1343803 0 0 0 2728311 3430886 3883020 4774689 1431732 921759 7656068 8338516 2605909 2376653 5050159 5961863 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 EMPLOYS SEVERAL 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. SEE SCHEDULE O 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. 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 68 1 1 1 0 0 0 0 577475 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 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 DIRECTOR 40.00 X 91568 0 3534 91568 0 3534 0 0 0 0 0 86462 86462 MEMBERSHIP DUES 900099 2296335 2296335 CHAPTER HOUSE RENTAL 900099 1577096 1543096 34000 RISK MANAGEMENT ASSESSMENT 900099 616290 616290 LEADERSHIP DEVELOPMENT & CONVENTI 900099 284898 284898 PROPERTY MANAGEMENT 900099 120620 120620 16472 16472 4911711 25568 25568 144713 144713 1631732 31762 1434934 15164 196798 16598 213396 16598 196798 945137 650311 294826 294826 OTHER INCOME 900099 15072 15072 ADVERTISING INCOME 900099 4700 4700 19772 5696448 5204207 405779 0 96051 1042934 103903 100915 3490 87040 16253 116731 22916 76360 25221 321356 10380 405795 78362 241528 511786 FOOD SERVICE 396359 CHAPTER EXTENSION EXPEN 240710 ELC PROGRAM EXPENSES 240392 CHAPTER ASSISTANCE 161464 474743 4774689 436068 243502 2033235 2629999 124389 157298 188263 224471 31362 23662 223148 261791 4862290 1497599 3110447 3364691 1478956 1257324 30200 175778 7656068 8338516 217334 156377 399122 290075 1814760 1738095 174693 192106 2605909 2376653 X 5050159 5961863 5050159 5961863 7656068 8338516 921759 -10055 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 478589 478589 3039902 786641 2253261 362626 9043 353583 981173 701915 279258 3364691 GUARANTEES OF INDEBTEDNESS 100000 FUNDS HELD FOR OTHERS 29646 SECURITY DEPOSITS 62460 192106 X 6345593 -10055 5000 692966 687911 5657682 16253 22513 38766 5696448 5433889 5000 692966 697966 4735923 16253 22513 38766 4774689 PART X, LINE 2: EXPLANATION: 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 SUBSEQUENT TO FISCAL 2014 THAT THEIR EXEMPT STATUS HAS BEEN RESTORED EFFECTIVE NOVEMBER 2011.) THE EXEMPTION IS ON ALL INCOME EXCEPT UNRELATED BUSINESS INCOME AS NOTED UNDER SECTION 511 OF THE INTERNAL REVENUE CODE. INTERNAL REVENUE CODE SECTION 513(A) DEFINES AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION AS 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, 2014 AND 2013, 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, 2013. DUE TO ITS STATUS BEING REVOKED, THE NHC HAS NOT FILED ITS FEDERAL AND CERTAIN STATE INCOME TAX RETURNS FOR PERIODS THROUGH MAY 31, 2013. 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 650,311. INTERFUND MANAGEMENT FEE INCOME AND EXPENSE NETTED ON FORM 990 42,655. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON DISPOSAL OF ASSETS 22,513. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 650,311. INTERFUND MANAGEMENT FEE INCOME AND EXPENSE NETTED ON FORM 990 42,655. PART XII, LINE 4B - OTHER ADJUSTMENTS: GAIN ON DISPOSAL OF ASSETS 22,513. 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'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 SUMMER LEADERSHIP TRAINING ENTITLED "THE WORKOUT" TEACHES OUR WOMEN CONVERSATION TECHNIQUES - REACHING MEMBERS WHO ARE AT THE NOVICE LEVEL AND EXPANDING TO HELP THEM ACHIEVE CONVERSATION GREATNESS THROUGH EXERCISES AND WORKSHOPS. IN TODAY'S MEDIA-DRIVEN SOCIETY, THE SKILL OF CONVERSATION IS ONE THAT HAS TO BE TAUGHT AND WILL PROVE VALUABLE THROUGHOUT THE LIVES OF THE WOMEN IN OUR MEMBERSHIP. 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. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS CONT'D 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. NATIONAL CONVENTION - IN JUNE 2013, ALPHA XI DELTA HOSTED NATIONAL CONVENTION 2013. WE HAD 512 REGISTRANTS THAT ATTENDED TO EXPERIENCE HISTORY BEING MADE AS THE BOLD AND TALENTED WOMEN WHO SHAPE OUR ORGANIZATION WERE PUT TO WORK. THERE WAS MUCH TO DO DURING THIS CONVENTION HELD IN SAN FRANCISCO, CA: CONDUCT THE BUSINESS OF ALPHA XI DELTA AND ELECT NEW VOLUNTEER LEADERS TO LEAD OUR GOVERNING BOARDS FOR THE NEXT BIENNIUM AND PROVIDE EDUCATIONAL SESSIONS TO OUR COLLEGIATE AND ALUMNAE DELEGATES. MOST IMPORTANT, THOUGH, WAS THE TIME SPENT CELEBRATING OUR SISTERHOOD AS WE CONNECTED WITH ONE ANOTHER; REKINDLED THOSE GENUINE, LIFELONG FRIENDSHIPS WITH WHICH ALPHA XI DELTA HAS BLESSED US; AND MADE NEW ONES. 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 XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.