ALPHA GAMMA DELTA FRATERNITY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: ALPHA GAMMA DELTA FRATERNITY (EIN 22-1550561)
Tax period: 2013-06-01 to 2014-05-31
Filed: 2015-04-14
IRS object ID: 201541049349300134
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
Form 990
Schedule B
Schedule D
Schedule F
Schedule I
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-04-14T13:01:30-05:00	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	221550561	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ALPHA GAMMA DELTA FRATERNITY	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	RIE GERAH HOEHNER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	3178722655	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	RIE GERAH HOEHNER	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	$9,349,016	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Group Exemption	0416	GroupExemptionNum
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.ALPHAGAMMADELTA.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1904	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	TO PROMOTE A SPIRIT OF MUTUAL ASSISTANCE AND UNDERSTANDING TO MAINTAIN HIGH STANDARDS OF SCHOLARSHIP.	ActivityOrMissionDesc
Voting Members Governing Body	7	VotingMembersGoverningBodyCnt
Voting Members Independent	7	VotingMembersIndependentCnt
Total Employee	50	TotalEmployeeCnt
Total Volunteers	217	TotalVolunteersCnt
Total Gross UBI	$50,084	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$45,547	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$244,033	PYContributionsGrantsAmt
CY Contributions Grants	$229,132	CYContributionsGrantsAmt
PY Program Service Revenue	$3,526,933	PYProgramServiceRevenueAmt
CY Program Service Revenue	$3,770,109	CYProgramServiceRevenueAmt
PY Investment Income	$457,887	PYInvestmentIncomeAmt
CY Investment Income	$228,823	CYInvestmentIncomeAmt
PY Other Revenue	$820,797	PYOtherRevenueAmt
CY Other Revenue	$522,368	CYOtherRevenueAmt
PY Total Revenue	$5,049,650	PYTotalRevenueAmt
CY Total Revenue	$4,750,432	CYTotalRevenueAmt
PY Grants And Similar Paid	$436,087	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,345,147	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,334,170	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,555,344	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,520,168	PYOtherExpensesAmt
CY Other Expenses	$2,616,539	CYOtherExpensesAmt
PY Total Expenses	$4,290,425	PYTotalExpensesAmt
CY Total Expenses	$5,517,030	CYTotalExpensesAmt
PY Revenues Less Expenses	$759,225	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$766,598	CYRevenuesLessExpensesAmt
Total Assets BOY	$14,607,190	TotalAssetsBOYAmt
Total Assets EOY	$11,636,183	TotalAssetsEOYAmt
Total Liabilities BOY	$7,671,205	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$5,361,898	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$6,935,985	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$6,274,285	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE ORGANIZATION WAS ESTABLISHED TO PERPETUATE AMONG A GROUP OF COLLEGE WOMEN A SPIRIT OF MUTUAL ASSISTANCE AND UNDERSTANDING TO MAINTAIN HIGH STANDARDS OF SCHOLARSHIP, TO DEVELOP WOMANHOOD, TO STRIVE FOR THE ATTAINMENT OF HIGH IDEALS IN COLLEGE, COMMUNITY AND PERSONAL LIFE, AND TO TRAIN FOR LEADERSHIP AND A SENSE OF RESPONSIBILITY FOR THE WELFARE OF OTHERS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	THE INTERNATIONAL PROPERTY AND LIABILITY INSURANCE PROGRAM IS ADMINISTERED BY THE FRATERNITY. THERE ARE 44 HOUSE ASSOCIATIONS, 118 UNDERGRADUATE CHAPTERS, 119 ALUMNI CHAPTERS AND CLUBS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Desc	THE INTERNATIONAL CONVENTION AND WORKSHOPS ARE ADMINISTERED THROUGH THE OPERATING FUND. THE CONVENTION IS HELD EVERY OTHER YEAR.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Desc	TO PROVIDE MEMBER SERVICES BY SELLING JEWELRY AND SUPPLIES AND PUBLISHING QUARTERLY MAGAZINES.	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	Yes (1)	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	Yes (1)	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	Yes (1)	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	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	5	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	50	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	$710,180	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	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 (8 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
JACKIE BRANNON STUTTS
PRESIDENT	40.00	Yes (X)	Yes (X)	$0	$0	$0
LESLEY HUBBARD
VICE PRES - ALUMNAE	40.00	Yes (X)		$0	$0	$0
AMBER GARRISON DUNCAN
VICE PRES - COLLEGIANS	30.00	Yes (X)		$0	$0	$0
LIZ HARRISS YORK
VICE PRES - EXTENSION	25.00	Yes (X)		$0	$0	$0
MARIE FORD PALMER
VICE PRES - MEMBERSHIP	20.00	Yes (X)		$0	$0	$0
BOBETTE SANDIFER THOMPSON
SECRETARY/TREASURER	40.00	Yes (X)	Yes (X)	$0	$0	$0	6.00
RIE GERAH HOEHNER
VICE PRES - PANHELLENIC AF	10.00	Yes (X)		$0	$0	$0
STEPHANNIE SACK BAILEY
EXECUTIVE DIRECTOR	50.00		Yes (X)	$114,667	$0	$18,648	8.00

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$114,667	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$18,648	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	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	JW MARRIOTT INDIANAPOLIS	BusinessNameLine1

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	10 S WEST STREET	AddressLine1
City	INDIANAPOLIS	City
State	IN	State
ZIP Code	46204	ZIPCode

Field	Value	IRS element (for citing)
Services	LEADERSHIP CONFERENCE VENUE	ServicesDesc
Compensation	$121,458	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$229,132	AllOtherContributionsAmt
Total Contributions	$229,132	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
MEMBERSHIP DUES	900099	$2,689,790	$2,689,790
RISK MANAGEMENT INCOME	524298	$928,347	$928,347
CONVENTION/TLC INCOME	900099	$104,105	$91,265	$12,840
INTEREST FROM CHAPTER LOANS	900099	$47,867	$47,867

Field	Value	IRS element (for citing)
Total Program Service Revenue	$3,770,109	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$91,649	TotalRevenueColumnAmt
Unrelated Business Revenue	$16,037	UnrelatedBusinessRevenueAmt
Exclusion	$75,612	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$154,329	TotalRevenueColumnAmt
Exclusion	$154,329	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$39,053	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$39,744	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$691	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$691	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$15,073	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$14,382	UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$4,471,196	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$4,334,022	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$137,174	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$137,174	TotalRevenueColumnAmt
Exclusion	$137,174	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$525,231	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$224,818	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$300,413	TotalRevenueColumnAmt
Related Or Exempt Func Income	$300,413	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
MISCELLANEOUS	900099	$39,275	$32,450	$6,825
LATE REPORT FINES	900099	$18,535	$18,535
SERVICE FEE INCOME	900099	$10,507	$10,507

Field	Value	IRS element (for citing)
Other Revenue Total	$68,317	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,750,432	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,104,101	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$50,084	UnrelatedBusinessRevenueAmt
Exclusion	$367,115	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,345,147	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$141,545	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,161,341	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$138,639	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$113,819	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$30,564	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$26,495	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$16,037	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$37,148	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,721	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$605,592	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$48,391	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$70,649	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$620,946	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$167,868	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$83,652	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$178,848	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$512,794	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
UNRELATED BUSINESS INCO	$7,625
MAGAZINE PUBLICATION	$102,087
EQUIPMENT LEASE	$26,636
MISCELLANEOUS EXPENSE	$20,864

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$57,622	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,517,030	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$792,250	BOYAmt
EOY	$2,363,381	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,864,531	BOYAmt
EOY	$1,179,894	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$184,463	BOYAmt
EOY	$189,678	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$1,373,498	BOYAmt
EOY	$1,521,659	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$11,475	BOYAmt
EOY	$11,475	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$23,079	BOYAmt
EOY	$56,431	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$4,409,585	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$947,056	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$4,899,494	BOYAmt
EOY	$3,462,529	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$3,804,904	BOYAmt
EOY	$2,721,860	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$1,650,093	BOYAmt
EOY	$125,873	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$3,403	BOYAmt
EOY	$3,403	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$14,607,190	BOYAmt
EOY	$11,636,183	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$185,279	BOYAmt
EOY	$136,485	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$167,761	BOYAmt
EOY	$457,582	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$2,002,327	BOYAmt
EOY	$1,898,621	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$5,315,838	BOYAmt
EOY	$2,869,210	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$7,671,205	BOYAmt
EOY	$5,361,898	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$6,870,769	BOYAmt
EOY	$6,221,155	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$12,086	BOYAmt
EOY	$0	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$53,130	BOYAmt
EOY	$53,130	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$6,935,985	BOYAmt
EOY	$6,274,285	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$14,607,190	BOYAmt
EOY	$11,636,183	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$766,598	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$104,898	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

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$65,216	BeginningYearBalanceAmt
Investment Earnings Or Losses	$5,286	InvestmentEarningsOrLossesAmt
Other Expenditures	$17,372	OtherExpendituresAmt
End Year Balance	$53,130	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$57,969	BeginningYearBalanceAmt
Investment Earnings Or Losses	$7,247	InvestmentEarningsOrLossesAmt
End Year Balance	$65,216	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$58,805	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$836	InvestmentEarningsOrLossesAmt
End Year Balance	$57,969	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$51,134	BeginningYearBalanceAmt
Investment Earnings Or Losses	$7,671	InvestmentEarningsOrLossesAmt
End Year Balance	$58,805	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$30,454	BeginningYearBalanceAmt
Contributions	$17,130	ContributionsAmt
Investment Earnings Or Losses	$3,550	InvestmentEarningsOrLossesAmt
End Year Balance	$51,134	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	1.00000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$778,760	OtherCostOrOtherBasisAmt
Book Value	$778,760	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,636,903	OtherCostOrOtherBasisAmt
Depreciation	$308,658	DepreciationAmt
Book Value	$2,328,245	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$993,922	OtherCostOrOtherBasisAmt
Depreciation	$638,398	DepreciationAmt
Book Value	$355,524	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$3,462,529	TotalBookValueLandBuildingsAmt
Federal Income Tax Liability	$9,500	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
CAPITAL LEASE OBLIGATIONS	$38,603
CHAPTER RESERVE FUNDS	$12,020
HOUSE ASSOCIATION EXCESS FUNDS	$1,463,295
HOUSE ASSOC FUNDS HELD IN TRUST	$445,035
ALUMNAE CHAPTER FEES FROM INITIATION FEES	$533,763
DUE TO ALPHA GAMMA DELTA CHAPTER HOUSE COMPANY	$366,994

Field	Value	IRS element (for citing)
Total Liability	$2,869,210	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$5,103,855	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$104,898	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$104,898	RevenueNotReportedAmt
Revenue Subtotal	$4,998,957	RevenueSubtotalAmt
Investment Expenses Not Incld	$16,037	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$264,562	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$248,525	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$4,750,432	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$5,765,555	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$264,562	OtherExpensesIncludedAmt
Expenses Not Reported	$264,562	ExpensesNotReportedAmt
Expenses Subtotal	$5,500,993	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$16,037	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$16,037	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$5,517,030	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4:	INVESTMENT EARNINGS FROM ENDOWMENT FUNDS ARE RESTRICTED FOR ARCHIVES PRESERVATION AND DISPLAY.
PART X, LINE 2:	THE FRATERNITY 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:	COST OF GOODS SOLD -224,818. RENTAL EXPENSES -39,744.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	COST OF GOODS SOLD 224,818. RENTAL EXPENSES 39,744.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt
NORTH AMERICA - CANADA	MEMBERSHIP, PLEDGE, AND INITIATION DUES FROM MEMBERS - $95,610	MEMBERSHIP, PLEDGE, AND INITIATION DUES FROM MEMBERS OF FRATERNITY CHAPTERS IN CANADA
NORTH AMERICA - CANADA	RISK MANAGEMENT PROGRAM FEES - $22,770	RISK MANAGEMENT PROGRAM REVENUE FROM CHAPTERS IN CANADA
NORTH AMERICA - CANADA	SALES OF JEWELRY AND OTHER INVENTORY ITEMS - $13,888	JEWELRY SALES TO CANADIAN CHAPTER MEMBERS

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continutation Total Office	0	ContinutationTotalOfficeCnt
Continutation Total Employee	0	ContinutationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$0	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$0	TotalSpentAmt
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

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 FRATERNITY HOUSING CORPORATION	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	452988927	RecipientEIN
IRC Section	501(C)(7)	IRCSectionDesc
Non Cash Assistance	$1,345,147	NonCashAssistanceAmt
Valuation Method Used	BOOK	ValuationMethodUsedDesc
Non Cash Assistance	2 CHAPTER HOUSE FACILITIES DONATED TO FURTHER EXEMPT PURPOSE	NonCashAssistanceDesc
Purpose Of Grant	ASSISTANCE FOR NEWLY FORMED NOT-FOR-PROFIT WITH COMMON EXEMPT PURPOSES. HOUSING CORPORATION'S MISSION IS MORE IN-LINE WITH THE HOUSING OF THE FRATERNITY'S CHAPTERS.	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	0	Total501c3OrgCnt
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 FRATERNITY HOUSING CORPORATION -501(C)(7) EIN 45-2988927	BusinessNameLine1

Field	Value	IRS element (for citing)
Relationship With Org	40% CONTROLLED ENTITY - 2/5 BOARD MEMBERS ARE ON FILING ORG. COUNCIL	RelationshipWithOrgTxt
Cash Grant	$1,345,147	CashGrantAmt
Type Of Assistance	SEE ALSO SCH. I, DONATED 2 CHAPTER HOUSE FACILITIES	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 HOUSING CORPORATION -501(C)(7) EIN 45-2988927	BusinessNameLine1

Field	Value	IRS element (for citing)
Relationship Description	40% CONTROLLED ENTITY - 2/5 BOARD MEMBERS ARE ON FILING ORG. COUNCIL	RelationshipDescriptionTxt
Transaction	$231,000	TransactionAmt
Transaction	LOAN PROVIDED TO BE USED TO PURCHASE CHAPTER FACILITY.	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6	ALPHA GAMMA DELTA FRATERNITY HAS BOTH COLLEGIATE AND ALUMNAE MEMBERS. MEMBERS ARE SOLICITED AND JOIN THE FRATERNITY THROUGH A LOCAL CHAPTER INITIATION PROCESS.
FORM 990, PART VI, SECTION A, LINE 7A	THE ORGANIZATION HAS SPECIAL ELECTION PROCEDURES FOR ELECTING COUNCIL MEMBERS. COUNCIL MEMBERS ARE NOMINATED AND THE NOMINATIONS ARE REVIEWED BY THE ELECTIONS COMMITTEE. THE FOLLOWING INDIVIDUALS ARE ALLOWED TO VOTE AND ELECT INCOMING BOARD MEMBERS: PAST AND CURRENT COUNCIL MEMBERS, VOLUNTEER SERVICE TEAM MEMBERS, COLLEGIATE CHAPTER PRESIDENTS, ALUMNAE CHAPTER PRESIDENTS, INCORPORATED HOUSE ASSOCIATION PRESIDENTS AND CHAPTER ADVISORS.
FORM 990, PART VI, SECTION B, LINE 11	THE ORGANIZATION RECEIVES A COPY OF FORM 990 AND IT IS REVIEWED BY THE INTERNATIONAL COUNCIL PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	THE ORGANIZATION HAS COUNCIL 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 B, LINE 15A	THE ORGANIZATION'S PERSONNEL COMMITTEE CONDUCTS A REVIEW AND DETERMINES ANY MERIT INCREASES. THE ENTIRE COUNCIL REVIEWS AND VOTES ON THE COMMITTEE'S RECOMMENDATION.
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 HAS AN EXECUTIVE FINANCE COMMITTEE THAT IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT PROCESS AS WELL AS SELECTION OF AN INDEPENDENT ACCOUNTANT.

Schedule R IRS990ScheduleR

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
ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
8710 NORTH MERIDIAN STREET	INDIANAPOLIS	IN	46260	452988927	TO HOLD TITLE AND PROVIDE HOUSING SERVICES TO LOCAL CHAPTERS OF AGD FRAT.	IN	501(C)(7)	0
ALPHA GAMMA DELTA CHAPTER HOUSE COMPANY
8710 NORTH MERIDIAN STREET	INDIANAPOLIS	IN	46260	946083003	TO HOLD TITLE AND PROVIDE HOUSING SERVICES TO LOCAL CHAPTERS OF AGD FRAT.	IN	501(C)(2)	0

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	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (1)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	Yes (1)	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	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd