2014-04-14T10:23:09-05:00 2013-05-31 350905983 K B PARRISH & CO LLP 6840 EAGLE HIGHLANDS WAY INDIANAPOLIS IN 46254 990 2012-06-01 221550561 ALPHA GAMMA DELTA FRATERNITY ALPH 3176634200 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 STEPHANNIE BAILEY 3178722655 2014-04-10 1 RYAN KEITH CPA P00846149 3173475200 2012 2015-11-30 17:44:51Z STEPHANNIE BAILEY 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 8351788 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 52 4200 177273 113202 389154 244033 2742895 3526933 338561 457887 693896 820797 4164506 5049650 804671 436087 0 0 1224356 1334170 0 0 0 2027252 2520168 4056279 4290425 108227 759225 9934468 14607190 3789922 7671205 6144546 6935985 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 1 THE INTERNATIONAL PROPERTY AND LIABILITY INSURANCE PROGRAM IS ADMINISTERED BY THE FRATERNITY. THERE ARE 47 HOUSE ASSOCIATIONS, 115 UNDERGRADUATE CHAPTERS, 129 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 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 1 11 0 1 52 1 1 1 0 0 0 1 1 576870 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 40.00 X X 0 0 0 LESLEY HUBBARD 40.00 X X 0 0 0 AMBER GARRISON DUNCAN 30.00 X X 0 0 0 LIZ HARRISS YORK 25.00 X X 0 0 0 MARIE FORD PALMER 20.00 X X 0 0 0 BOBETTE SANDIFER THOMPSON 40.00 5.00 X X 0 0 0 RIE GERAH HOEHNER 10.00 X X 0 0 0 STEPHANNIE SACK BAILEY 50.00 5.00 X 104003 0 18275 104003 0 18275 1 0 0 0 HYATT REGENCY ST LOUIS 315 CHESTNUT ST SAINT LOUIS MO 63102 CONVENTION VENUE 151421 1 244033 244033 MEMBERSHIP DUES 900099 2211681 2211681 RISK MANAGEMENT INCOME 524298 882285 882285 CONVENTION/TLC INCOME 900099 414859 414859 INTEREST FROM CHAPTER LOANS 900099 18108 18108 3526933 78029 13348 64681 157325 157325 804803 470788 334015 334015 293314 40701 1728700 1300000 1455953 1192889 272747 107111 379858 123224 256634 439744 182508 257236 257236 MISCELLANEOUS 900099 47479 47479 LATE REPORT FINES 900099 13298 13298 SERVICE FEE INCOME 900099 11444 11444 72221 5049650 4149704 177273 478640 436087 120762 1018967 92745 101696 29280 23970 13348 43900 2276 501358 47449 68735 492820 225308 80572 190185 580704 UNRELATED BUSINESS INCO 30920 MAGAZINE PUBLICATION 78391 TRAINING EXPENSE 47735 MISCELLANEOUS EXPENSE 15195 48022 4290425 216058 792250 669115 1864531 253274 184463 55390 1373498 8875 11475 98888 23079 6072465 1172971 6300954 4899494 2104684 3804904 223421 1650093 3809 3403 9934468 14607190 78705 185279 288596 167761 2106612 2002327 1316009 5315838 3789922 7671205 X 6086577 6870769 4839 12086 53130 53130 6144546 6935985 9934468 14607190 759225 32214 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57969 7247 65216 58805 -836 57969 51134 7671 58805 30454 17130 3550 51134 2036020 -5566 2000000 30454 0.00000 0.81470 0.18530 0 0 778760 778760 4355783 588415 3767368 937922 584556 353366 4899494 MORTGAGE BACKED SECURITIES 1552614 F CORPORATE BONDS 97479 F 1650093 35000 CAPITAL LEASE OBLIGATIONS 29563 CHAPTER RESERVE FUNDS 13220 HOUSE ASSOCIATION EXCESS FUNDS 332224 HOUSE ASSOC FUNDS HELD IN TRUST 438877 ALUMNAE CHAPTER FEES FROM INITIATION FEES 498474 DUE TO ALPHA GAMMA DELTA CHAPTER HOUSE COMPANY 3968480 5315838 X 5721812 32214 32214 5689598 13348 -653296 -639948 5049650 4930373 653296 653296 4277077 13348 13348 4290425 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. NORTH AMERICA - CANADA 0 0 MEMBERSHIP, PLEDGE, AND INITIATION DUES FROM MEMBERS - $82,566 MEMBERSHIP, PLEDGE, AND INITIATION DUES FROM MEMBERS OF FRATERNITY CHAPTERS IN CANADA NORTH AMERICA - CANADA 0 0 RISK MANAGEMENT PROGRAM FEES - $19,766 RISK MANAGEMENT PROGRAM REVENUE FROM CHAPTERS IN CANADA NORTH AMERICA - CANADA 0 0 SALES OF JEWELRY AND OTHER INVENTORY ITEMS - $10,934 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) 435987 ASSISTANCE FOR NEWLY FORMED NOT-FOR-PROFIT WITH COMMON EXEMPT PURPOSES. CONTRIBUTED CERTAIN RENTAL INCOME RECEIVED AND PAID CERTAIN EXPENSES ON BEHALF OF ORGANIZATION. 0 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION -501(C)(7) EIN 45-2988927 40% CONTROLLED ENTITY - 2/5 BOARD MEMBERS ARE ON FILING ORG. COUNCIL 435987 SEE ALSO SCH. I, DONATED CERTAIN RENT INCOME & PAID CERTAIN EXPENSES 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 1300000 ASSET SALE - SALE OF ASSETS EVIDENCED WITH NOTE RECEIVABLE. 0 CHANGES IN PROGRAM SERVICES FORM 990, PART III, LINE 3 AT 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 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 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 11 THE 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 12C THE 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 15A THE 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 19 THE 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. 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 1 0 1 0 0 0 1 1 1 1 0 0 1