2015-04-14T13:01:30-05:00 2014-05-31 350905983 K B PARRISH & CO LLP 6840 EAGLE HIGHLANDS WAY INDIANAPOLIS IN 46254 990 2013-06-01 221550561 ALPHA GAMMA DELTA FRATERNITY ALPH 3176634200 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 RIE GERAH HOEHNER PRESIDENT 3178722655 2015-03-16 1 RYAN KEITH CPA P00846149 3173475200 2013 2016-02-25 16:41:14Z RIE GERAH HOEHNER 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 9349016 0 0416 X WWW.ALPHAGAMMADELTA.ORG X 1904 NY TO PROMOTE A SPIRIT OF MUTUAL ASSISTANCE AND UNDERSTANDING TO MAINTAIN HIGH STANDARDS OF SCHOLARSHIP. 7 7 50 217 50084 45547 244033 229132 3526933 3770109 457887 228823 820797 522368 5049650 4750432 436087 1345147 0 0 1334170 1555344 0 0 0 2520168 2616539 4290425 5517030 759225 -766598 14607190 11636183 7671205 5361898 6935985 6274285 X 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. 0 0 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. THE INTERNATIONAL CONVENTION AND WORKSHOPS ARE ADMINISTERED THROUGH THE OPERATING FUND. THE CONVENTION IS HELD EVERY OTHER YEAR. TO PROVIDE MEMBER SERVICES BY SELLING JEWELRY AND SUPPLIES AND PUBLISHING QUARTERLY MAGAZINES. 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 5 0 1 50 1 1 1 0 0 0 1 1 710180 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 IN X X DANIEL E DUNCAN II 3176634200 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 JACKIE BRANNON STUTTS PRESIDENT 40.00 X X 0 0 0 LESLEY HUBBARD VICE PRES - ALUMNAE 40.00 X 0 0 0 AMBER GARRISON DUNCAN VICE PRES - COLLEGIANS 30.00 X 0 0 0 LIZ HARRISS YORK VICE PRES - EXTENSION 25.00 X 0 0 0 MARIE FORD PALMER VICE PRES - MEMBERSHIP 20.00 X 0 0 0 BOBETTE SANDIFER THOMPSON SECRETARY/TREASURER 40.00 6.00 X X 0 0 0 RIE GERAH HOEHNER VICE PRES - PANHELLENIC AF 10.00 X 0 0 0 STEPHANNIE SACK BAILEY EXECUTIVE DIRECTOR 50.00 8.00 X 114667 0 18648 114667 0 18648 1 0 0 0 JW MARRIOTT INDIANAPOLIS 10 S WEST STREET INDIANAPOLIS IN 46204 LEADERSHIP CONFERENCE VENUE 121458 1 229132 229132 MEMBERSHIP DUES 900099 2689790 2689790 RISK MANAGEMENT INCOME 524298 928347 928347 CONVENTION/TLC INCOME 900099 104105 91265 12840 INTEREST FROM CHAPTER LOANS 900099 47867 47867 3770109 91649 16037 75612 154329 154329 39053 39744 -691 -691 -15073 14382 4471196 4334022 137174 137174 137174 525231 224818 300413 300413 MISCELLANEOUS 900099 39275 32450 6825 LATE REPORT FINES 900099 18535 18535 SERVICE FEE INCOME 900099 10507 10507 68317 4750432 4104101 50084 367115 1345147 141545 1161341 138639 113819 30564 26495 16037 37148 2721 605592 48391 70649 620946 167868 83652 178848 512794 UNRELATED BUSINESS INCO 7625 MAGAZINE PUBLICATION 102087 EQUIPMENT LEASE 26636 MISCELLANEOUS EXPENSE 20864 57622 5517030 792250 2363381 1864531 1179894 184463 189678 1373498 1521659 11475 11475 23079 56431 4409585 947056 4899494 3462529 3804904 2721860 1650093 125873 3403 3403 14607190 11636183 185279 136485 167761 457582 2002327 1898621 5315838 2869210 7671205 5361898 X 6870769 6221155 12086 0 53130 53130 6935985 6274285 14607190 11636183 -766598 104898 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 65216 5286 17372 53130 57969 7247 65216 58805 -836 57969 51134 7671 58805 30454 17130 3550 51134 0.00000 1.00000 0.00000 0 0 778760 778760 2636903 308658 2328245 993922 638398 355524 3462529 9500 CAPITAL LEASE OBLIGATIONS 38603 CHAPTER RESERVE FUNDS 12020 HOUSE ASSOCIATION EXCESS FUNDS 1463295 HOUSE ASSOC FUNDS HELD IN TRUST 445035 ALUMNAE CHAPTER FEES FROM INITIATION FEES 533763 DUE TO ALPHA GAMMA DELTA CHAPTER HOUSE COMPANY 366994 2869210 X 5103855 104898 104898 4998957 16037 -264562 -248525 4750432 5765555 264562 264562 5500993 16037 16037 5517030 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. NORTH AMERICA - CANADA 0 0 MEMBERSHIP, PLEDGE, AND INITIATION DUES FROM MEMBERS - $95,610 MEMBERSHIP, PLEDGE, AND INITIATION DUES FROM MEMBERS OF FRATERNITY CHAPTERS IN CANADA NORTH AMERICA - CANADA 0 0 RISK MANAGEMENT PROGRAM FEES - $22,770 RISK MANAGEMENT PROGRAM REVENUE FROM CHAPTERS IN CANADA NORTH AMERICA - CANADA 0 0 SALES OF JEWELRY AND OTHER INVENTORY ITEMS - $13,888 JEWELRY SALES TO CANADIAN CHAPTER MEMBERS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 452988927 501(C)(7) 1345147 BOOK 2 CHAPTER HOUSE FACILITIES DONATED TO FURTHER EXEMPT PURPOSE 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. 0 1 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF CONTRIBUTED FUNDS THROUGH OVERSIGHT OF THE RELATED ENTITY AND REVIEW OF PERIODIC FINANCIAL REPORTS. ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION -501(C)(7) EIN 45-2988927 40% CONTROLLED ENTITY - 2/5 BOARD MEMBERS ARE ON FILING ORG. COUNCIL 1345147 SEE ALSO SCH. I, DONATED 2 CHAPTER HOUSE FACILITIES ASSISTANCE FOR NEWLY FORMED NOT-FOR-PROFIT WITH COMMON EXEMPT PURPOSES. ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION -501(C)(7) EIN 45-2988927 40% CONTROLLED ENTITY - 2/5 BOARD MEMBERS ARE ON FILING ORG. COUNCIL 231000 LOAN PROVIDED TO BE USED TO PURCHASE CHAPTER FACILITY. 0 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. 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 0 1 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0