ALPHA GAMMA DELTA FRATERNITY: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ALPHA GAMMA DELTA FRATERNITY (EIN 22-1550561)
Tax period
2012-06-01 to 2013-05-31
Filed
2014-04-14
IRS object ID
201421049349300012
Schema version
2012v2.1
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

FieldValueIRS element (for citing)
Timestamp2014-04-14T10:23:09-05:00Timestamp
Tax Period End Date2013-05-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN350905983EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1K B PARRISH & CO LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line16840 EAGLE HIGHLANDS WAYAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46254ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-06-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN221550561EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ALPHA GAMMA DELTA FRATERNITYBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlALPHNameControl
Phone3176634200Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line18710 NORTH MERIDIAN STREETAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46260ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSTEPHANNIE BAILEYName
TitleEXECUTIVE DIRECTORTitle
Phone3178722655Phone
Date Signed2014-04-10DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRYAN KEITH CPAName
PTINP00846149PTIN
Phone3173475200Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSTEPHANNIE BAILEYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line18710 NORTH MERIDIAN STREETAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46260ZIPCode
FieldValueIRS element (for citing)
Gross Receipts8351788GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Group Exemption Number0416GroupExemptionNumber
Organization501cXOrganization501c
Web SiteWWW.ALPHAGAMMADELTA.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1904YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionTO PROMOTE A SPIRIT OF MUTUAL ASSISTANCE AND UNDERSTANDING TO MAINTAIN HIGH STANDARDS OF SCHOLARSHIP.ActivityOrMissionDescription
Nbr Voting Members Governing Body7NbrVotingMembersGoverningBody
Nbr Independent Voting Members7NbrIndependentVotingMembers
Total Nbr Employees52TotalNbrEmployees
Total Nbr Volunteers4200TotalNbrVolunteers
Total Gross UBI177273TotalGrossUBI
Net Unrelated Business Txbl Income113202NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year389154ContributionsGrantsPriorYear
Contributions Grants Current Year244033ContributionsGrantsCurrentYear
Program Service Revenue Prior Year2742895ProgramServiceRevenuePriorYear
Program Service Revenue CY3526933ProgramServiceRevenueCY
Investment Income Prior Year338561InvestmentIncomePriorYear
Investment Income Current Year457887InvestmentIncomeCurrentYear
Other Revenue Prior Year693896OtherRevenuePriorYear
Other Revenue Current Year820797OtherRevenueCurrentYear
Total Revenue Prior Year4164506TotalRevenuePriorYear
Total Revenue Current Year5049650TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year804671GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY436087GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1224356SalariesEtcPriorYear
Salaries Etc Current Year1334170SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year2027252OtherExpensePriorYear
Other Expenses Current Year2520168OtherExpensesCurrentYear
Total Expenses Prior Year4056279TotalExpensesPriorYear
Total Expenses Current Year4290425TotalExpensesCurrentYear
Revenues Less Expenses Prior Year108227RevenuesLessExpensesPriorYear
Revenues Less Expenses CY759225RevenuesLessExpensesCY
Total Assets BOY9934468TotalAssetsBOY
Total Assets EOY14607190TotalAssetsEOY
Total Liabilities BOY3789922TotalLiabilitiesBOY
Total Liabilities EOY7671205TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY6144546NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY6935985NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change1SignificantChange
DescriptionTHE INTERNATIONAL PROPERTY AND LIABILITY INSURANCE PROGRAM IS ADMINISTERED BY THE FRATERNITY. THERE ARE 47 HOUSE ASSOCIATIONS, 115 UNDERGRADUATE CHAPTERS, 129 ALUMNI CHAPTERS AND CLUBS.Description

Activity2 Activity2

FieldValueIRS element (for citing)
DescriptionTHE INTERNATIONAL CONVENTION AND WORKSHOPS ARE ADMINISTERED THROUGH THE OPERATING FUND. THE CONVENTION IS HELD EVERY OTHER YEAR.Description

Activity3 Activity3

FieldValueIRS element (for citing)
DescriptionTO PROVIDE MEMBER SERVICES BY SELLING JEWELRY AND SUPPLIES AND PUBLISHING QUARTERLY MAGAZINES.Description
FieldValueIRS element (for citing)
Described In501 C30DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person1GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109611NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees52NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions1NonDeductibleContributions
Non Deductible Disclosure1NonDeductibleDisclosure
Initiation Fees$576,870InitiationFeesAmount
Gross Receipts$0GrossReceiptsAmount
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members7NbrVotingGoverningBodyMembers
Number Independent Voting Members7NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters1LocalChapters
Policies Reference Chapters1PoliciesReferenceChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledINStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1DANIEL E DUNCAN IIBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3176634200TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line18710 NORTH MERIDIAN STREETAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46260ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (8 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationAverage Hours Per Week RelatedAverageHoursPerWeekRelated
JACKIE BRANNON STUTTS
PRESIDENT40.00XX000
LESLEY HUBBARD
VICE PRES - ALUMNAE40.00XX000
AMBER GARRISON DUNCAN
VICE PRES - COLLEGIANS30.00XX000
LIZ HARRISS YORK
VICE PRES - EXTENSION25.00XX000
MARIE FORD PALMER
VICE PRES - MEMBERSHIP20.00XX000
BOBETTE SANDIFER THOMPSON
VICE PRES - FINANCE40.00XX0005.00
RIE GERAH HOEHNER
VICE PRES - PANHELLENIC AF10.00XX000
STEPHANNIE SACK BAILEY
EXECUTIVE DIRECTOR50.00X1040030182755.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org104003TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation18275TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1HYATT REGENCY ST LOUISBusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1315 CHESTNUT STAddressLine1
CitySAINT LOUISCity
StateMOState
ZIP Code63102ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesCONVENTION VENUEDescriptionOfServices
Compensation151421Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
All Other Contributions244033AllOtherContributions
Total Contributions244033TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MEMBERSHIP DUES90009922116812211681
RISK MANAGEMENT INCOME524298882285882285
CONVENTION/TLC INCOME900099414859414859
INTEREST FROM CHAPTER LOANS9000991810818108
FieldValueIRS element (for citing)
Total Program Service Revenue3526933TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column78029TotalRevenueColumn
Unrelated Business Revenue13348UnrelatedBusinessRevenue
Exclusion$64,681ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column157325TotalRevenueColumn
Exclusion$157,325ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real804803Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real470788Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real334015Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column334015TotalRevenueColumn
Related Or Exempt Function Income293314RelatedOrExemptFunctionIncome
Unrelated Business Revenue40701UnrelatedBusinessRevenue

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities1728700Securities
Other1300000Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities1455953Securities
Other1192889Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities272747Securities
Other107111Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column379858TotalRevenueColumn
Unrelated Business Revenue123224UnrelatedBusinessRevenue
Exclusion$256,634ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory439744GrossSalesOfInventory
Cost Of Goods Sold182508CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column257236TotalRevenueColumn
Related Or Exempt Function Income257236RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MISCELLANEOUS9000994747947479
LATE REPORT FINES9000991329813298
SERVICE FEE INCOME9000991144411444
FieldValueIRS element (for citing)
Total Other Revenue72221TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column5049650TotalRevenueColumn
Related Or Exempt Function Income4149704RelatedOrExemptFunctionIncome
Unrelated Business Revenue177273UnrelatedBusinessRevenue
Exclusion$478,640ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total436087Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total120762Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1018967Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total92745Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total101696Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total29280Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total23970Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total13348Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total43900Total

Advertising Advertising

FieldValueIRS element (for citing)
Total2276Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total501358Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total47449Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total68735Total

Travel Travel

FieldValueIRS element (for citing)
Total492820Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total225308Total

Interest Interest

FieldValueIRS element (for citing)
Total80572Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total190185Total

Insurance Insurance

FieldValueIRS element (for citing)
Total580704Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotal
UNRELATED BUSINESS INCO30920
MAGAZINE PUBLICATION78391
TRAINING EXPENSE47735
MISCELLANEOUS EXPENSE15195

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total48022Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total4290425Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY216058BOY
EOY792250EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY669115BOY
EOY1864531EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY253274BOY
EOY184463EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY55390BOY
EOY1373498EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY8875BOY
EOY11475EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY98888BOY
EOY23079EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis6072465LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1172971LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY6300954BOY
EOY4899494EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY2104684BOY
EOY3804904EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY223421BOY
EOY1650093EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY3809BOY
EOY3403EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY9934468BOY
EOY14607190EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY78705BOY
EOY185279EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY288596BOY
EOY167761EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY2106612BOY
EOY2002327EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY1316009BOY
EOY5315838EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3789922BOY
EOY7671205EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY6086577BOY
EOY6870769EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY4839BOY
EOY12086EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY53130BOY
EOY53130EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY6144546BOY
EOY6935985EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY9934468BOY
EOY14607190EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses759225ReconcilationRevenueExpenses
Reconciliation Unrealized Invest32214ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance57969BeginningOfYearBalance
Investment Earnings Or Losses7247InvestmentEarningsOrLosses
End Of Year Balance65216EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance58805BeginningOfYearBalance
Investment Earnings Or Losses-836InvestmentEarningsOrLosses
End Of Year Balance57969EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance51134BeginningOfYearBalance
Investment Earnings Or Losses7671InvestmentEarningsOrLosses
End Of Year Balance58805EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance30454BeginningOfYearBalance
Contributions17130Contributions
Investment Earnings Or Losses3550InvestmentEarningsOrLosses
End Of Year Balance51134EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance2036020BeginningOfYearBalance
Investment Earnings Or Losses-5566InvestmentEarningsOrLosses
Other Expenditures2000000OtherExpenditures
End Of Year Balance30454EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.00000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.81470PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.18530TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis778760OtherCostOrOtherBasis
Book Value778760BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis4355783OtherCostOrOtherBasis
Depreciation588415Depreciation
Book Value3767368BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis937922OtherCostOrOtherBasis
Depreciation584556Depreciation
Book Value353366BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings4899494TotalOfBookValueLandBuildings

Other Securities OtherSecurities (2 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
MORTGAGE BACKED SECURITIES1552614F
CORPORATE BONDS97479F
FieldValueIRS element (for citing)
Total Of Book Value Securities1650093TotalOfBookValueSecurities
Federal Income Tax Liability35000FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (6 entries)

DescriptionDescriptionAmountAmount
CAPITAL LEASE OBLIGATIONS$29,563
CHAPTER RESERVE FUNDS$13,220
HOUSE ASSOCIATION EXCESS FUNDS$332,224
HOUSE ASSOC FUNDS HELD IN TRUST$438,877
ALUMNAE CHAPTER FEES FROM INITIATION FEES$498,474
DUE TO ALPHA GAMMA DELTA CHAPTER HOUSE COMPANY$3,968,480
FieldValueIRS element (for citing)
Total Of Amounts5315838TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt5721812TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments32214NetUnrealizedGainsInvestments
Revenue Not Rptd F99032214RevenueNotRptdF990
Revenue Subtotal5689598RevenueSubtotal
Investment Expenses Not Included13348InvestmentExpensesNotIncluded
Other Revenues Not Included-653296OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt-639948RevenueNotRptdOnFinStmt
Total Revenue Per Form9905049650TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt4930373TotExpensesEtcAuditedFinclStmt
Other Expenses Included653296OtherExpensesIncluded
Expenses Not Rptd F990653296ExpensesNotRptdF990
Expenses Subtotal4277077ExpensesSubtotal
Investment Expenses Not Included213348InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt13348ExpensesNotRptdOnFinStmt
Total Expenses Per Form9904290425TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:PART V, LINE 4:INVESTMENT EARNINGS FROM ENDOWMENT FUNDS ARE RESTRICTED FOR ARCHIVES PRESERVATION AND DISPLAY.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: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, 2010 THROUGH MAY 31, 2012.
PART XI, LINE 4B - OTHER ADJUSTMENTS:COST OF GOODS SOLD -182,508. RENTAL EXPENSES -470,788.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 182,508. RENTAL EXPENSES 470,788.

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvided
NORTH AMERICA - CANADA00MEMBERSHIP, PLEDGE, AND INITIATION DUES FROM MEMBERS - $82,566MEMBERSHIP, PLEDGE, AND INITIATION DUES FROM MEMBERS OF FRATERNITY CHAPTERS IN CANADA
NORTH AMERICA - CANADA00RISK MANAGEMENT PROGRAM FEES - $19,766RISK MANAGEMENT PROGRAM REVENUE FROM CHAPTERS IN CANADA
NORTH AMERICA - CANADA00SALES OF JEWELRY AND OTHER INVENTORY ITEMS - $10,934JEWELRY SALES TO CANADIAN CHAPTER MEMBERS
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Subtotal Amount Spent0SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent0TotalAmountSpent
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATIONBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line18710 NORTH MERIDIAN STREETAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46260ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient452988927EINOfRecipient
IRC Section501(C)(7)IRCSection
Amount Of Cash Grant435987AmountOfCashGrant
Purpose Of GrantASSISTANCE FOR NEWLY FORMED NOT-FOR-PROFIT WITH COMMON EXEMPT PURPOSES. CONTRIBUTED CERTAIN RENTAL INCOME RECEIVED AND PAID CERTAIN EXPENSES ON BEHALF OF ORGANIZATION.PurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants0TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations1TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF CONTRIBUTED FUNDS THROUGH OVERSIGHT OF THE RELATED ENTITY AND REVIEW OF PERIODIC FINANCIAL REPORTS.Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part III Form990ScheduleLPartIII

Name Of Interested Business NameOfInterestedBusiness

FieldValueIRS element (for citing)
Business Name Line1ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION -501(C)(7) EIN 45-2988927BusinessNameLine1
FieldValueIRS element (for citing)
Relationship With Organization40% CONTROLLED ENTITY - 2/5 BOARD MEMBERS ARE ON FILING ORG. COUNCILRelationshipWithOrganization
Amount Of Grant435987AmountOfGrant
Type Of AssistanceSEE ALSO SCH. I, DONATED CERTAIN RENT INCOME & PAID CERTAIN EXPENSESTypeOfAssistance
Purpose Of AssistanceASSISTANCE FOR NEWLY FORMED NOT-FOR-PROFIT WITH COMMON EXEMPT PURPOSES.PurposeOfAssistance

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION -501(C)(7) EIN 45-2988927BusinessNameLine1
FieldValueIRS element (for citing)
Relationship40% CONTROLLED ENTITY - 2/5 BOARD MEMBERS ARE ON FILING ORG. COUNCILRelationship
Amount Of Transaction1300000AmountOfTransaction
Description Of TransactionASSET SALE - SALE OF ASSETS EVIDENCED WITH NOTE RECEIVABLE.DescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
CHANGES IN PROGRAM SERVICESFORM 990, PART III, LINE 3AT THE END OF THE TAX YEAR, THE FRATERNITY CEASED LEASING MEMBER OCCUPIED CHAPTER FACILITIES DUE TO THE CREATION OF A NEW NATIONAL HOUSING CORPORATION. ALL FUTURE LEASING ACTIVITIES WILL TAKE PLACE THROUGH THE NEW ENTITY.
FORM 990, PART VI, SECTION A, LINE 6ALPHA 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 7ATHE ORGANIZATION HAS SPECIAL ELECTION PROCEDURES FOR ELECTING BOARD MEMBERS. BOARD 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 BOARD 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 11THE ORGANIZATION RECEIVES A COPY OF FORM 990 AND IT IS REVIEWED BY THE EXECUTIVE DIRECTOR AND DIRECTOR OF OPERATIONS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 B, LINE 15ATHE ORGANIZATION'S PERSONNEL COMMITTEE CONDUCTS A REVIEW AND DETERMINES ANY MERIT INCREASES. THE ENTIRE BOARD REVIEWS AND VOTES ON THE COMMITTEE'S RECOMMENDATION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND TAX RETURNS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.ORG
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

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionControlled OrgControlledOrg
ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260452988927TO HOLD TITLE AND PROVIDE HOUSING SERVICES TO LOCAL CHAPTERS OF AGD FRAT.IN501(C)(7)0
ALPHA GAMMA DELTA CHAPTER HOUSE COMPANY
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260946083003TO HOLD TITLE AND PROVIDE HOUSING SERVICES TO LOCAL CHAPTERS OF AGD FRAT.IN501(C)(2)0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org1LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org1SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets1ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

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