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 352103442 ALPHA XI DELTA NATIONAL HOUSING CORPORATION 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 4337991 0 X WWW.ALPHAXIDELTA.ORG X 1999 IN THE MISSION OF THE ALPHA XI DELTA NATIONAL HOUSING CORPORATION (NHC), IN SUPPORT OF LOCAL CORPORATION BOARDS AND ITS COLLEGIATE CHAPTERS, SUPPORTS CHAPTER FACILITIES THAT PROVIDE AN ENVIRONMENT PROMOTING SISTERHOOD, LEARNING, WELLBEING, AND GROWTH.THE NATIONAL HOUSING CORPORATION SETS A HIGH STANDARD FOR CHAPTER FACILITIES BY ENSURING IT PROTECTS THE ALPHA XI DELTA BRAND, IS SAFE, PROPERLY MAINTAINED, FINANCIALLY SECURE, AND ENHANCES THE LIVING AND LEARNING ENVIRONMENT OF THE CHAPTER. 9 9 6 9 15033 0 64534 1136089 2765699 3176018 7410 15033 32750 10851 2870393 4337991 0 0 0 0 265239 254390 0 0 0 3133082 3428541 3398321 3682931 -527928 655060 14410437 16334615 4124678 5393796 10285759 10940819 X THE MISSION OF THE ALPHA XI DELTA NATIONAL HOUSING CORPORATION (NHC), IN SUPPORT OF LOCAL CORPORATION BOARDS AND ITS COLLEGIATE CHAPTERS, SUPPORTS CHAPTER FACILITIES THAT PROVIDE AN ENVIRONMENT PROMOTING SISTERHOOD, LEARNING, WELLBEING, AND GROWTH.THE NATIONAL HOUSING CORPORATION SETS A HIGH STANDARD FOR CHAPTER FACILITIES BY ENSURING IT PROTECTS THE ALPHA XI DELTA BRAND, IS SAFE, PROPERLY MAINTAINED, FINANCIALLY SECURE, AND ENHANCES THE LIVING AND LEARNING ENVIRONMENT OF THE CHAPTER. 0 0 ALPHA XI DELTA NATIONAL HOUSING CORPORATION (THE "NHC") IS USED TO MANAGE THE PROPERTIES OF ALPHA XI DELTA FRATERNITY. 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 46 0 1 6 1 1 1 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 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 X SANDI EDWARDS PRESIDENT 5.00 X X 0 0 0 JENNIFER UMBERGER SECRETARY/TREASURER 1.00 X X 0 0 0 CARRIE KASHAWLIC DIRECTOR 1.00 X 0 0 0 ANNE TEMPLETON LAMALVA DIRECTOR 1.00 X 0 0 0 CAROLYN BRUEBAKER MOORE DIRECTOR 1.00 X 0 0 0 DEANNA NEWELL DIRECTOR 1.00 X 0 0 0 JACKLYN KNUCKLES OLINGER DIRECTOR 1.00 X 0 0 0 STEPHANIE HAYDEN NATIONAL COUNCIL VICE PRESIDENT 1.00 X 0 0 0 ELIZABETH MANUEL NATIONAL COUNCIL VICE PRESIDENT 1.00 X 0 0 0 ELYSIA BALSTER GALLIVAN NATIONAL EXEC. DIRECTOR 10.00 30.00 X 0 0 0 LORI HOLT DIRECTOR OF FINANCE 4.00 36.00 X 0 0 0 0 0 0 0 0 0 1 COLLEGE FRESH 701 DEVONSHIRE DR STE C-23 CHAMPAIGN IL 61820 FOOD SERVICE 400129 GILL GRILLING COMPANY 2416 PEBBLEBROOK CT DAVIDSONVILLE MD 21035 FOOD SERVICE 393670 APEX SERVICES LLC 4623 KEEFER HWY LYONS LYONS MI 48851 CONSTRUCTION SERVICES 158252 3 1136089 533291 1136089 ROOM & BOARD 531110 2107035 2107035 PARLOR/LIVE-OUT FEE 531390 586856 586856 EMPTY BED FEE 531390 236714 236714 FACILITY FEE REVENUE 531390 81505 81505 OTHER HOUSING INCOME 531390 76373 76373 87535 87535 3176018 15033 15033 OTHER INCOME 531390 10851 10851 10851 4337991 3186869 15033 0 230325 24065 115409 3204 23400 50871 99832 33107 988328 1044 5614 252821 542963 1028 FOOD SERVICE/MEALS 791825 REPAIRS & MAINTENANCE 463534 BAD DEBT 46695 OTHER EXPENSES 8866 3682931 986958 1027607 19604 62924 21000 55174 87856 108019 18725318 3743307 12860783 14982011 434236 98880 14410437 16334615 85315 163973 60375 76022 2980830 4510086 998158 643715 4124678 5393796 X 10285759 10940819 10285759 10940819 14410437 16334615 655060 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8530843 8530843 8683819 2776160 5907659 1441559 967147 474412 69097 69097 14982011 DUE TO ALPHA XI DELTA FRATERNITY 643715 643715 X 4478443 140452 140452 4337991 0 4337991 3823383 140452 140452 3682931 0 3682931 PART X, LINE 2: THE NHC 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 LAWS. 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. INCOME THAT IS PROPERLY SET ASIDE MUST BE USED FOR THE QUALIFYING PURPOSES OUTLINED IN THE SET ASIDE RESOLUTION. THE NHC PAID NO UNRELATED BUSINESS INCOME TAX IN THE YEARS ENDEDED MAY 31, 2024 AND 2023. THE ACTIVITIES OF PROPERTY MANAGEMENT, SJSU, CORNELL, WISCONSIN, UNH, OSHKOSH, WV, TEXAS, IOWA AND WESTERN MICHIGAN ARE EXEMPT AS PROGRAMS UNDER THE NHC'S NOT-FOR-PROFIT EXEMPTION AND ARE INCLUDED IN THE INCOME TAX FILINGS OF THE NHC. THE EXEMPTION IS ON ALL INCOME EXCEPT UNRELATED BUSINESS INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND TO RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION 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 ORGANIZATION, 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 CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE NHC HAS FILED THEIR 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). 0 0 0 SCHEDULE J, PART VII, LINE 5 THE NATIONAL EXECUTIVE DIRECTOR IS COMPENSATED BY AN AFFILIATED, BUT UNRELATED, ENTITY, ALPHA XI DELTA FRATERNITY. THE NHC DID NOT REIMBURSE ANY AMOUNTS FOR HER COMPENSATION FOR THE YEAR ENDED MAY 31, 2024. X DEBT FORGIVENESS 1 533291 COST 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE MANAGEMENT TEAM. THE RETURN IS DISTRIBUTED TO THE BOARD PRIOR TO FILING. 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 COMPENSATION IS PAID BY ALPHA XI DELTA FRATERNITY, A RELATED ENTITY. 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. 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