ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION (EIN 45-2988927)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-04-04
- IRS object ID
- 201530949349300313
- Schema version
- 2013v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-04T11:30:45-05:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350905983 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | K B PARRISH & CO LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6840 EAGLE HIGHLANDS WAY | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46254 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452988927 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALPH | BusinessNameControlTxt |
| Phone | 3176634200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8710 NORTH MERIDIAN STREET | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46260 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN JOLLEY ABERNATHY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3176634200 | PhoneNum |
| Signature | 2015-03-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN KEITH CPA | PreparerPersonNm |
| PTIN | P00846149 | PTIN |
| Phone | 3173475200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHLEEN JOLLEY ABERNATHY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8710 NORTH MERIDIAN STREET | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46260 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,083,851 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.ALPHAGAMMADELTA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO HOLD TITLE TO AND RENT AND MANAGE REAL AND PERSONAL PROPERTY IN FURTHERANCE OF THE SOCIAL ACTIVITIES OF MEMBERS OF ALPHA GAMMA DELTA FRATERNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 61 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,082,799 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,315,118 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,479,027 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,661,146 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $25,838 | PYOtherRevenueAmt |
| CY Other Revenue | $822 | CYOtherRevenueAmt |
| PY Total Revenue | $2,587,664 | PYTotalRevenueAmt |
| CY Total Revenue | $5,977,086 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $80,623 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $395,363 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $800,095 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,236,308 | PYOtherExpensesAmt |
| CY Other Expenses | $1,758,888 | CYOtherExpensesAmt |
| PY Total Expenses | $1,631,671 | PYTotalExpensesAmt |
| CY Total Expenses | $2,639,606 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $955,993 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,337,480 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,423,578 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,401,798 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,692,966 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,333,706 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,730,612 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,068,092 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO HOLD TITLE TO AND RENT AND MANAGE REAL AND PERSONAL PROPERTY IN FURTHERANCE OF THE SOCIAL ACTIVITIES OF MEMBERS OF ALPHA GAMMA DELTA FRATERNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE ORGANIZATION PROVIDES STUDENT HOUSING TO MEMBERS OF ALPHA GAMMA DELTA FRATERNITY IN AN EFFORT TO FOSTER SISTERHOOD AND BUILD COMMUNITY AND COMARADERIE. THE INCLUDES MEAL SERVICE TO MEMBERS OF ALPHA GAMMA DELTA FRATERNITY. THE ORGANIZATION ALSO PROVIDES PROPERTY MANAGEMENT SERVICES TO OWNED AND LEASED FACILITIES FOR THE BENEFIT OF ALPHA GAMMA DELTA FRATERNITY MEMBERS. | Desc |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 61 | 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 | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $83,830 | GrossReceiptsForPublicUseAmt |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | 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 | 0 | LocalChaptersInd |
| 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL E DUNCAN II | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176634200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8710 NORTH MERIDIAN STREET | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46260 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| KATHLEEN JOLLEY ABERNATHY | |||||||
| PRESIDENT | 10.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BOBETTE SANDIFER THOMPSON | |||||||
| DIRECTOR | 5.00 | 41.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GAIL CALKINS DUREE | |||||||
| DIRECTOR | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AMY HOLTHOUSE BLESSING | |||||||
| DIRECTOR | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEPHANNIE SACK BAILEY | |||||||
| SECRETARY/TREASURER | 7.00 | 51.00 | Yes (X) | $0 | $114,667 | $18,648 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $114,667 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $18,648 | 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
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIG EP HOUSING LLC | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 S BOULEVARD | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23220 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | RENT | ServicesDesc |
| Compensation | $295,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,345,147 | RelatedOrganizationsAmt |
| All Other Contributions | $1,969,971 | AllOtherContributionsAmt |
| Noncash Contributions | $3,189,708 | NoncashContributionsAmt |
| Total Contributions | $3,315,118 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HOUSE CORP PROGRAM FEE | 900099 | $1,444,010 | $1,444,010 |
| RENTAL INCOME | 531110 | $1,199,903 | $1,199,903 |
| FINES AND PENALTIES | 531390 | $14,351 | $14,351 |
| INSURANCE | 900099 | $2,882 | $2,882 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,661,146 | TotalProgramServiceRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $83,830 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $83,008 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $822 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $822 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $822 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $23,757 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $23,757 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,977,086 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,661,968 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,623 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $697,706 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,811 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,578 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,279 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,542 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,934 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,821 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $701,420 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,525 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,071 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,915 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,177 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| FOOD SUPPLIES | $364,365 |
| TAXES | $45,342 |
| MISCELLANEOUS EXPENSE | $7,090 |
| BANK CHARGES | $1,295 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,639,606 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,697 | BOYAmt |
| EOY | $287,848 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $100,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,963 | BOYAmt |
| EOY | $216,876 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,689 | BOYAmt |
| EOY | $141,283 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,222,329 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $737,266 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,892,229 | BOYAmt |
| EOY | $6,485,063 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $170,728 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,423,578 | BOYAmt |
| EOY | $7,401,798 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,538 | BOYAmt |
| EOY | $200,212 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $427,289 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,626,428 | BOYAmt |
| EOY | $1,706,205 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,692,966 | BOYAmt |
| EOY | $2,333,706 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,730,612 | BOYAmt |
| EOY | $5,068,092 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,730,612 | BOYAmt |
| EOY | $5,068,092 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,423,578 | BOYAmt |
| EOY | $7,401,798 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,337,480 | ReconcilationRevenueExpnssAmt |
| 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 | $1,087,528 | OtherCostOrOtherBasisAmt |
| Book Value | $1,087,528 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,631,429 | OtherCostOrOtherBasisAmt |
| Depreciation | $632,167 | DepreciationAmt |
| Book Value | $4,999,262 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $503,372 | OtherCostOrOtherBasisAmt |
| Depreciation | $105,099 | DepreciationAmt |
| Book Value | $398,273 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,485,063 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $169,921 |
| RELATED PARTY ACCOUNTS PAYABLE | $14,625 |
| RELATED PARTY NOTE PAYABLE | $1,521,659 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,706,205 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,060,094 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,060,094 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$83,008 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$83,008 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,977,086 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,722,614 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $83,008 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $83,008 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,639,606 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,639,606 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION 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, 2011 THROUGH MAY 31, 2013. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -83,008. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 83,008. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPHA GAMMA DELTA CHAPTER HOUSE COMPANY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8710 NORTH MERIDIAN STREET | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46260 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 946083003 | RecipientEIN |
| IRC Section | 501(C)(2) | IRCSectionDesc |
| Cash Grant | $80,623 | CashGrantAmt |
| Purpose Of Grant | ASSISTANCE FOR NEWLY FORMED NOT-FOR-PROFIT WITH COMMON EXEMPT PURPOSES. CONTRIBUTED CERTAIN RENTAL INCOME RECEIVED AND PAID CERTAIN EXPENSES ON BEHALF OF ORGANIZATION. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MONITORS THE USE OF CONTRIBUTED FUNDS THROUGH OVERSIGHT OF THE RELATED ENTITY AND REVIEW OF PERIODIC FINANCIAL REPORTS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPHA GAMMA DELTA CHAPTER HOUSE COMPANY - 501(2) EIN 94-6083003 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | CONTROLLED ENTITY - BOARD MEMBERS OF ENTITY ARE ON FILING ORG. BOARD | RelationshipWithOrgTxt |
| Cash Grant | $80,623 | CashGrantAmt |
| Type Of Assistance | SEE ALSO SCH. I, DONATED CERTAIN RENT INCOME & PAID CERTAIN EXPENSES | TypeOfAssistanceTxt |
| Assistance Purpose | ASSISTANCE FOR NEWLY FORMED NOT-FOR-PROFIT WITH COMMON EXEMPT PURPOSES. | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPHA GAMMA DELTA FRATERNITY - 501(C)(7) EIN 22-15550561 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FILING ORGANIZATION 40% CONTROLLED BY INTERESTED PERSON | RelationshipDescriptionTxt |
| Transaction | $231,000 | TransactionAmt |
| Transaction | LOAN OBTAINED TO BE USED TO FUND PURCHASE OF A CHAPTER FACILITY. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,189,708 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV FROM APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE CORPORATION ARE THE INITIATED COLLEGIATE AND ALUMNAE MEMBERS OF ALPHA GAMMA DELTA FRATERNITY, WHOSE MEMBERSHIP IS IN GOOD STANDING. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF THE CORPORATION APPOINT THE INTERNATIONAL COUNCIL OF ALPHA GAMMA DELTA FRATERNITY AS THEIR COLLECTIVE AGENT TO ELECT THE DIRECTORS OF THE CORPORATION BY MAJORITY VOTE OF THE INTERNATIONAL COUNCIL. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION RECEIVES A COPY OF FORM 990 AND IT IS REVIEWED BY THE EXECUTIVE DIRECTOR PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS BOARD 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 C, LINE 19 | THE 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 XII, LINE 2C: | THE ORGANIZATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT PROCESS AS WELL AS SELECTION OF AN INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (10 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|
| ALPHA GAMMA DELTA PROPERTY MANAGEMENT LLC | |||||||||
| 8710 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | 453130340 | PROPERTY MANAGEMENT ENTITY | OK | ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION | ||
| AGD - FHC ASSET MANAGEMENT LLC | |||||||||
| 8710 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | PERSONAL PROPERTY HOLDING ENTITY | OK | ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION | |||
| AGD - FHC PROPERTY LEASING LLC | |||||||||
| 8710 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | PROPERTY LEASING ENTITY | OK | ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION | |||
| AGD FRATERNITY HOUSING CORPORATION-ALPHA (SYRACUSE UNIVERSITY) LLC | |||||||||
| 8710 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | 900827369 | TITLE HOLDING ENTITY | OK | ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION | $481,789 | $1,516,705 |
| AGD FRATERNITY HOUSING CORPORATION-EPSILON BETA (UNIVERSITY OF KANSAS) LLC | |||||||||
| 8710 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | TITLE HOLDING ENTITY | OK | ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION | $361,086 | $1,627,065 | |
| AGD FRATERNITY HOUSING CORPORATION - CHI (MICHIGAN STATE UNIVERSITY) LLC | |||||||||
| 8710 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | TITLE HOLDING ENTITY | OK | ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION | $83,830 | $1,627,065 | |
| AGD FRATERNITY HOUSING CORPORATION - ALPHA LAMBDA (OHIO STATE UNIV) LLC | |||||||||
| 8710 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | TITLE HOLDING ENTITY | OK | ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION | $319,710 | $201,107 | |
| AGD FRATERNITY HOUSING CORPORATION - BETA DELTA (INDIANA UNIVERSITY) LLC | |||||||||
| 8710 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | TITLE HOLDING ENTITY | OK | ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION | $722,840 | $2,726,410 | |
| AGD FRATERNITY HOUSING CORPORATION - EPSILON GAMMA (UNIV OF DENVER) LLC | |||||||||
| 8710 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | TITLE HOLDING ENTITY | OK | ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION | $216,266 | ||
| AGD FRATERNITY HOUSING CORPORATION - ZETA (OHIO UNIVERSITY) LLC | |||||||||
| 8710 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | TITLE HOLDING ENTITY | OK | ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION | |||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| ALPHA GAMMA DELTA FRATERNITY | |||||||||
| 8710 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | 221550561 | INTERNATIONAL FRATERNITY | NY | 501(C)(7) | 0 | |
| ALPHA GAMMA DELTA CHAPTER HOUSE COMPANY | |||||||||
| 8710 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | 946083003 | TITLE HOLDING ENTITY | CA | 501(C)(2) | Yes (1) | ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPHA GAMMA DELTA CHAPTER HOUSE COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $80,623 | InvolvedAmt |
| Method Of Amount Determination | CASH VALUE | MethodOfAmountDeterminationTxt |
Comments