2025-03-04T11:32:41-06:00 2024-05-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2023-06-01 360720566 ALPHA XI DELTA FRATERNITY ALPH 3178723500 1389 W 86TH STREET 350 INDIANAPOLIS IN 46260 ELYSIA BALSTER GALLIVAN NATIONAL EXECUTIVE DIRECTOR 3178723500 2025-02-04 1 0 ANGELA N CRAWFORD CPA P00573197 3178488920 2025-02-04 2023 2025-03-06 01:10:19Z ELYSIA BALSTER GALLIVAN 1389 W 86TH STREET 350 INDIANAPOLIS IN 46260 13641167 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 50 546 473563 0 163735 196745 7667003 9121426 881608 303537 456527 372763 9168873 9994471 47444 1135338 0 0 1962194 2101987 0 0 0 6236406 7426007 8246044 10663332 922829 -668861 19903788 18531354 10229337 9424087 9674451 9107267 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 INCLUDED IN THE FRATERNITY'S MISSION IS SUPPORTING LOCAL CORPORATION BOARDS AND OUR COLLEGIATE CHAPTERS, LOCATED NATION-WIDE. WE SET LOFTY STANDARDS FOR CHAPTER FACILITIES SO THAT WE CAN PROVIDE AN ENVIRONMENT THAT PROMOTES SISTERHOOD, LEARNING, WELLBEING, AND GROWTH. THE FRATERNITY PROVIDES THIS SUPPORT IN A VARIETY OF WAYS INCLUDING BY LENDING MONEY, MANAGING PROPERTY SITES, AND ACTING AS PROJECT MANAGER FOR RENOVATIONS AT OUR NON-MANAGED PROPERTIES. SEE SCHEDULE O. SEE SCHEDULE O. 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 45 0 1 50 1 1 1 0 0 0 0 621325 0 0 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 THE ORGANIZATION 3178723500 1389 W 86TH STREET 350 INDIANAPOLIS IN 46260 CROUCH MEGAN MCGOWEN NATIONAL PRESIDENT 10.00 X X 0 0 0 ROBINSON ALYSSA NATIONAL VICE PRESIDENT 5.00 X X 0 0 0 MANUEL ELIZABETH NATIONAL VICE PRESIDENT 5.00 X X 0 0 0 HAYDEN STEPHANIE NATIONAL VICE PRESIDENT 5.00 X X 0 0 0 CARROLL GINNY NATIONAL VICE PRESIDENT 5.00 X X 0 0 0 RIGGS KARIN NATIONAL VICE PRESIDENT 5.00 X X 0 0 0 MACDONALD PECK ERIN NATIONAL VICE PRESIDENT 5.00 X X 0 0 0 ELYSIA BALSTER GALLIVAN NATIONAL EXEC. DIRECTOR 30.00 10.00 X 175726 0 5443 LORI HOLT DIRECTOR OF FINANCE 36.00 4.00 X 96013 0 18101 271739 0 23544 1 0 1 0 COLLEGE FRESH 701 DEVONSHIRE DR C-23 CHAMPAIGN IL 61820 MEALS/FOOD SERVICE 978632 MARRIOTT INTERNATIONAL INC 1535 BROADWAY NEW YORK NY 10036 CONVENTION 328987 CSL MANAGEMENT LLC 400 MAIN ST SUITE 210 FRANKLIN TN 37064 PROPERTY MANAGEMENT 224679 EP GRAPHICS INC 169 S JEFFERSON ST BERNE IN 46711 QUILL MAGAZINE 180968 OMEGAFI PO BOX 2487 COLUMBUS GA 31902 DATABASE SERVICES 122561 5 196745 196745 CHAPTER HOUSE RENTAL 900099 4496320 4496320 MEMBERSHIP DUES 900099 3053998 3053998 RISK MANAGEMENT ASSESSMENT 900099 822017 822017 PROPERTY MANAGEMENT 900099 333313 333313 CONVENTION 900099 245820 245820 169958 169958 9121426 257357 257357 170926 170926 3265846 900 3220566 0 45280 900 46180 900 45280 605645 426130 179515 179515 OTHER INCOME 900099 15111 15111 PROCEEDS FROM CLOSED CHAPTERS 900099 5311 5311 RELEASE FROM GUARANTEE LIABILITY 900099 1900 1900 22322 9994471 9324163 473563 0 1135338 312905 1516034 132813 140235 230884 32493 31202 13188 154319 125678 248578 2827061 312074 403070 232811 514549 FOOD SERVICE 892627 OTHER CHAPTER SUPPORT 578105 QUILL 272297 REPAIRS AND MAINTENANCE 268879 288192 10663332 1898391 1958948 404560 310568 15384 4525 583451 522837 4376396 3373865 1046709 1002531 6225821 6105296 9729472 8626649 19903788 18531354 231419 401532 560028 428668 9437890 8593887 10229337 9424087 X 9674451 9107267 9674451 9107267 19903788 18531354 -668861 101677 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2477125 1566349 910776 1899271 1807516 91755 1002531 DEPOSITS 188220 DUE FROM ALPHA XI DELTA FOUNDATION 20137 DUE FROM ALPHA XI DELTA NHC 643715 RIGHT-OF-USE ASSETS UNDER OPERATING LEASES 7774577 8626649 DUE TO ALPHA XI DELTA NHC 35000 OPERATING LEASE LIABILITIES 8558887 8593887 X 10509090 101677 426130 527807 9981283 13188 13188 9994471 11076274 426130 426130 10650144 13188 13188 10663332 PART X, LINE 2: THE FRATERNITY IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION AND HAS OBTAINED EXEMPTION FROM INCOME TAXES UNDER SECTION 501(C)(7) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAW. THE EXEMPTION IS ON ALL INCOME EXCEPT UNRELATED BUSINESS INCOME. AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION IS 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 FOR CHARITABLE AND EDUCATIONAL PURPOSES. INCOME THAT IS PROPERLY SET ASIDE MUST BE USED FOR THE QUALIFYING PURPOSES OUTLINED IN THE SET ASIDE RESOLUTION. THE OUTSTANDING BALANCE OF FUNDS SET ASIDE AS OF MAY 31, 2024 AND 2023 WAS $989,274 AND $606,275, RESPECTIVELY. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FRATERNITY AND TO RECOGNIZE A TAX LIABILITY IF THE FRATERNITY HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FRATERNITY, AND HAS CONCLUDED THAT AS OF MAY 31, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FRATERNITY IS 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, 2023. 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 GOOD SOLD 426,130. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOOD SOLD 426,130. PART XII, LINE 4B - OTHER ADJUSTMENTS: GAIN ON ASSET DISPOSAL 0 ALPHA XI DELTA NATIONAL HOUSING CORPORATION 1389 W 86TH STREET 350 INDIANAPOLIS IN 46260 352103442 501(C)(7) 600297 533291 HOUSING ASSISTANCE CHAPTER ASSISTANCE AND LOAN FORGIVENESS 0 1 X X X X 0 0 0 ELYSIA BALSTER GALLIVAN NATIONAL EXEC. DIRECTOR 169184 0 6542 0 0 0 4838 0 605 0 181169 0 0 0 FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS THE FRATERNITY'S STAFF AND VOLUNTEERS PROVIDE MULTIPLE AVENUES TO ENRICH AND SUPPORT THE SISTERHOOD EXPERIENCE OF EVERY MEMBER. - ALPHA XI DELTA EMPLOYED THREE EDUCATIONAL LEADERSHIP CONSULTANTS TO ASSIST CHAPTERS OF ALPHA XI DELTA WITH MEMBER DEVELOPMENT, OFFICER TRANSITIONS, RECRUITMENT PLANNING, PUBLIC RELATIONS, AND OTHER ASPECTS OF CHAPTER OPERATIONS. - THERE IS DEDICATED STAFF AND PROGRAMMING TO HELP CHAPTERS RECRUIT TALENTED, BOLD WOMEN INTO OUR SISTERHOOD. THESE EFFORTS INCLUDE CHAPTER VISITS, VIRTUALLY AND IN PERSON, AND THE WORKOUT, A COMPREHENSIVE RECRUITMENT TRAINING PROGRAM ATTENDED BY CHAPTER MEMBERSHIP VICE PRESIDENTS AND OTHER RECRUITMENT OFFICERS. - OFFICER ACADEMY IS A VIRTUAL OFFICER TRAINING FOR NEW CHAPTER OFFICERS. IT FEATURED ONE RECORDED SESSION AND ONE LIVE VIRTUAL SESSION FOR EACH NEWLY ELECTED EXECUTIVE COMMITTEE OFFICER AND NEW MEMBER ORIENTATION DIRECTOR. THIS PROGRAM IS DESIGNED TO HELP MEMBERS BE SUCCESSFUL IN NEW ROLES, INCLUDING ENCOURAGING COLLABORATION WITH OTHER SISTERS TO ENSURE SUCCESS. - THE FOUNDER'S ACADEMY (TFA) IS AN AWARD-WINNING SUMMER EDUCATIONAL OPPORTUNITY FOR CHAPTER PRESIDENTS AND EMERGING LEADERS. DRAWING ON ALPHA XI DELTA'S COMMITMENT TO MEMBERS' STRENGTHS, TFA FOCUSED ON THE DEVELOPMENT AND APPLICATION OF CLIFTONSTRENGTHS PRINCIPLES ENABLING SISTERS TO RECOGNIZE THEIR INNATE STRENGTHS WHILE SHEDDING LIGHT ON AREAS WHERE THEY CAN PRIORITIZE AND TAKE BETTER CARE OF THEMSELVES. THIS EXPERIENCE WAS HELD VIRTUALLY JULY 21-23, 2022. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS THE FRATERNITY USES MULTIPLE AVENUES TO PROMOTE THE ACCOMPLISHMENTS OF OUR MEMBERS AND THE ORGANIZATION. ALPHA XI DELTA'S MAGAZINE "THE QUILL" ALLOWS US TO PROMOTE THE INCREDIBLE ACCOMPLISHMENTS OF OUR MEMBERSBOTH INTERNALLY AND EXTERNALLY. WITH A CIRCULATION OF OVER 90,000, IT IS A SOURCE OF PRIDE FOR THE ORGANIZATION. THE MISSION OF THE QUILL OF ALPHA XI DELTA IS TO INFORM, INSPIRE AND CHALLENGE. TO SUSTAIN AND NURTURE MEMBERSHIP LOYALTY AND INTEREST. TO RECOGNIZE INDIVIDUAL, GROUP AND FRATERNITY ACCOMPLISHMENTS. TO PROVIDE A FORUM FOR THE EXCHANGE OF INFORMATION AND OPINIONS. TO BE THE PERMANENT RECORD FOR THE FRATERNITY. 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 11B 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.