2014-09-23T08:51:41-05:00 2014-05-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST SUITE 400 CARMEL IN 46032 990 2013-06-01 352057322 ALPHA GAMMA DELTA FOUNDATION INC ALPH 3176634242 8710 N MERIDIAN ST INDIANAPOLIS IN 46260 JULIE A CRETIN EXECUTIVE DIRECTOR 3176634242 2014-09-17 1 ANGELA N CRAWFORD P00573197 3178488920 2014-09-17 2013 2015-11-30 17:44:51Z JULIE A CRETIN 8710 N MERIDIAN ST INDIANAPOLIS IN 46260 4825537 0 X WWW.ALPHAGAMMADELTAFOUNDATION.ORG X 1998 IN THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP. 8 8 5 45 0 0 1393814 1121600 0 0 548705 735052 0 0 1942519 1856652 681159 582332 0 0 272122 265338 56126 61177 238270 345783 329138 1355190 1237985 587329 618667 7483318 8217981 68838 95567 7414480 8122414 X THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP. 0 0 211945 200000 ONE-YEAR PROGRAM GRANTS TO ALPHA GAMMA DELTA FRATERNITY FOR ITS EDUCATIONAL, LEADERSHIP AND PHILANTHROPIC INITIATIVES, INCLUDING SCHOLARSHIPS TO THE PREMIERE LEADERSHIP ACADEMIES OF LEADERSHAPE AND THE UNDERGRADUATE INTERFRATERNITY INSTITUTE; GRANTS FOR THE DELTA EXPERIENCE, A PERSONAL DEVELOPMENT PROGRAM FOR GRADUATING SENIORS TRANSITIONING INTO THEIR POST-COLLEGE LIFE; GRANTS FOR ON-SITE DELIVERED LEADERSHIP TRAINING AND COACHING THROUGH THE EDUCATIONAL LEADERSHIP CONSULTANT PROGRAM; GRANTS FOR EDUCATIONAL AND LEADERSHIP PROGRAMS DELIVERED AT THE LEADERSHIP CONFERENCE; GRANTS FOR THE SKILLED FACILITATOR PROGRAM FOR THE DEVELOPMENT OF PEER FACILITATORS, AND GRANTS FOR GREEKLIFEEDU, AN ONLINE EDUCATIONAL PROGRAM ADDRESSING THE ISSUES OF ALCOHOL MISUSE, HAZING/BULLYING AND SEXUAL ASSAULT. 200367 119250 119 UNDERGRADUATE AND GRADUATE SCHOLARSHIP GRANTS TO MEMBERS OF ALPHA GAMMA DELTA FRATERNITY AND OTHERS ATTENDING COLLEGES AND UNIVERSITIES IN THE UNITED STATES AND CANADA. 109828 100000 GRANT FUNDING FOR 24 DIABETES EDUCATION, RESEARCH AND AWARENESS PROGRAMS IN 19 STATES/PROVINCES, WITH SPECIAL EMPHASIS ON SUPPORT OF DIABETES KIDS CAMPS. 66614 60500 DISASTER RELIEF GRANT ASSISTANCE FOR 121 MEMBERS OF ALPHA GAMMA DELTA DISPLACED FROM THEIR CHAPTER HOMES DUE TO FIRE. 40738 25000 ONE-YEAR OPERATIONAL GRANT TO THE LEADERSHIP INSTITUTE - WOMEN WITH PURPOSE, INC., WHICH PROVIDES IN PERSON AND 24/7 ONLINE EDUCATIONAL PROGRAMMING FOR THE DEVELOPMENT AND ENHANCEMENT OF LEADERSHIP SKILLS FOR MEMBERS OF ALPHA GAMMA DELTA AND ALL WOMEN 53576 45000 EMERGENCY FINANCIAL GRANT ASSISTANCE TO 28 MEMBERS OF ALPHA GAMMA DELTA EXPERIENCING FINANCIAL DISTRESS, SERIOUS ILLNESS, FAMILY CRISIS, ETC. 13841 8440 GRANTS FOR 15 MEMBERS OF ALPHA GAMMA DELTA CONTINUING THEIR EDUCATION AND PROFESSIONAL DEVELOPMENT ON A PART-TIME BASIS. 5385 ACADEMIC RECOGNITION PROGRAM RECOGNIZING THE TOP CUMULATIVE GRADE POINT AVERAGE OF GRADUATING SENIORS IN 117 ALPHA GAMMA DELTA CHAPTERS THROUGHOUT THE UNITED STATES AND CANADA. 44458 PRINT, EVENT, COMMUNICATIONS AND GENERAL MANAGEMENT OF ALPHA GAMMA DELTA FOUNDATION GRANT AND SCHOLARSHIP PROGRAMS INCLUDING ACCESSIBILITY TO APPLICATIONS, PROGRAM EDUCATION AND AWARENESS AND REPORTING OF PROGRAM IMPACT. PRINT COMMUNICATIONS REACH OVER 105,000 COLLEGIATE AND ALUMNAE MEMBERS OF ALPHA GAMMA DELTA; WEBSITE COMMUNICATIONS ARE AVAILABLE 24/7 TO THE PUBLIC. 1215 700 GRANTS TO EDUCATIONAL AND LEADERSHIP CHARITABLE ORGANIZATIONS 26203 23442 EDUCATIONAL AREA HOUSING GRANTS, PROVIDING EQUIPMENT AND FACILITIES THAT SUPPORT ACADEMIC SUCCESS. 252030 163082 774170 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN IL AK AL AR CO CT FL HI KS KY LA MA MD MI MN MS NC NH NJ NM NY OK OR PA RI SC TN UT VA WA WI WV X JULIE A CRETIN EXECUTIVE DIRECTOR 3176634242 8710 N MERIDIAN ST INDIANAPOLIS IN 46260 DEBBIE DOUGLASS ROTH BOARD MEMBER 5.00 X 0 0 0 PEGGY KUEBLER FIELD TREASURER 5.00 X X 0 0 0 PATRICIA TULLEY RIDDIFORD PRESIDENT 5.00 X X 0 0 0 DEBORAH SCHMIDT ESCHENBACHER VICE PRESIDENT 5.00 X X 0 0 0 JACKIE BRANNON STUTTS BOARD MEMBER 5.00 X 0 0 0 SUE MAGGIO SIM BOARD MEMBER 5.00 X 0 0 0 ESTACIA MEDLEN BRANDENBURG BOARD MEMBER 5.00 X 0 0 0 JANIS LANG BARTOSZ SECRETARY 5.00 X X 0 0 0 JULIE WAITMAN CRETIN EXECUTIVE DIRECTOR 40.00 X 89350 0 7133 89350 0 7133 0 0 0 0 0 1121600 1121600 168542 168542 3535395 2968885 566510 566510 566510 1856652 0 0 735052 349142 349142 233190 233190 98252 29070 45270 23912 137857 44592 54769 38496 7916 2596 3062 2258 3527 1103 1490 934 17786 5561 7514 4711 19870 12792 6840 238 32428 8305 24123 61177 61177 76938 47190 29748 65880 15296 15649 34935 14454 4122 2668 7664 23000 7188 9718 6094 38028 7457 25681 4890 3614 3614 2271 710 958 603 1587 1587 PRINTING 20258 16337 1551 2370 MAILING & TELEMARKETING 13452 13452 REGISTRATION FEES 10612 1548 9064 AWARDS 5539 1839 3700 1207 -17482 -14147 32836 1237985 774170 225545 238270 309683 366957 901398 738094 35358 48379 3384 11646 54238 50915 5594 3323 6218820 7039774 9081 9808 7483318 8217981 68838 95567 68838 95567 X 2859271 2970105 825256 1194620 3729953 3957689 7414480 8122414 7483318 8217981 618667 89267 0 X X 0 1 X 1 0 X 1062214 939857 987444 1393814 1121600 5504929 1062214 939857 987444 1393814 1121600 5504929 236315 5268614 123220 129671 137538 142066 168542 701037 6205966 0.84900 0.84820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4449819 275981 439483 80208 68269 5016806 3815631 199407 544970 50250 59939 4449819 3839632 244949 -182725 49288 36937 3815631 3198063 118330 587589 64350 3839632 2626275 267973 366851 63036 3198063 0.01340 0.78890 0.19770 0 0 54238 50915 3323 3323 X 1868981 89267 89267 1779714 76938 76938 1856652 1161047 0 1161047 76938 76938 1237985 PART V, LINE 4: THE ENDOWMENT FUNDS ARE TO BE USED FOR SCHOLARSHIPS AND GRANTS TO MEMBERS, AND GRANTS TO ALPHA GAMMA DELTA FRATERNITY. PART X, LINE 2: FEDERAL INCOME TAX: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. AS SUCH, THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION 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 FOUNDATION, AND HAS CONCLUDED THAT AS OF MAY 31, 2014 AND 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIAL STATEMENTS WERE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X X X X X 1 WORDS DATA AND IMAGES LLC 3190 RIDER TRAIL SOUTH EARTH CITY MO 56301 CONSULTANTS ON DIRECT MAIL PROGRAM 0 214941 47077 167864 ARIA COMMUNICATIONS CORPORATION 717 WEST ST GERMAIN STREET ST CLOUD MN 56301 MANAGE TELEMARKETING PROGRAM 0 30822 14100 16722 245763 61177 184586 AK AL AR CO CT DC FL HI IL KS KY LA MA ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV CA GA MD IN SCHEDULE G, PART I, LINE 2B, COLUMN (V) PAYMENTS FOR PROFESSIONAL FUNDRAISING SERVICES ARE BILLED SEPARATELY UNDER PROGRAM MANAGEMENT FEES OR TELEMARKETING HOURS. ALL EXPENSES ARE BILLED AS ITEMIZED EXPENSES. 1 CAMP POSSIBILITIES FOUNDATION PO BOX 4411 WILMINGTON DE 19807 510412903 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION AND AWARENESS. GULF COAST HEALTH EDUCATORS 212 E SECOND ST PASS CHRISTIAN MS 39571 203711839 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION AND AWARENESS. CAMP SWEET LIFE ADVENTURES INC 10 HANTEN DR MANKATO MN 56001 273206536 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION AND AWARENESS. THE BARTON CENTER FOR DIABETES EDUCATION INC 30 ENNIS ROAD NORTH OXFORD MA 01537 222701822 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION AND AWARENESS. HUNTSVILLE HOSPITAL FOUNDATION 101 SIVLEY ROAD HUNTSVILLE AL 35801 630752604 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION AND AWARENESS. DIABETES YOUTH FOUNDATION 5167 CLAYTON ROAD SUITE F CONCORD CA 94542 946003673 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION AND AWARENESS. SOUTHEASTERN DIABETES EDUCATION SERVICES PO BOX 14136 GAINESVILLE FL 30313 237098099 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION AND AWARENESS. YMCA OF THE OZARKS - TROUT LODGE & CAMP LAKEWOOD 13528 STATE HIGHWAY AA POTOSI MO 35801 430653616 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION AND AWARENESS. FLORIDA CAMP FOR CHILDREN AND YOUTH WITH DIABETES INC PO BOX 14136 GAINESVILLE FL 32604 237098099 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION AND AWARENESS. AMERICAN DIABETES ASSOCIATION OF KANSAS 6900 COLLEGE BLVD STE 250 OVERLAND PARK KS 66211 136238888 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION AND AWARENESS. AMERICAN DIABETES ASSOCIATION 4555 LAKE FOREST DR STE 396 CINCINNATI OH 45242 131623888 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION AND AWARENESS. AMERICAN DIABETES ASSOCIATION 2002 CLIPPER PARK RD SUITE 110 BALTIMORE MD 21211 131623888 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION AND AWARENESS. CAMP KUDZU INC 5885 GLENRIDGE DR ATLANTA GA 30328 582449646 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION AND AWARENESS. SETEBAID SERVICES INC PO BOX 196 1157 WESTBRANCH HIGHWAY WINFIELD PA 17889 232979076 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION AND AWARENESS. THE LEADERSHIP INSTITUTE-WWP 3815 RIVER CROSSING PKWY STE 100 INDIANAPOLIS IN 46240 364556415 501(C)(3) 25000 OPERATING GRANT TO ANOTHER 501(3) PROVIDING LEADERSHIP TRAINING TO WOMEN. ALPHA GAMMA DELTA 8710 N MERIDIAN ST INDIANAPOLIS IN 46260 221550561 501(C)(7) 19000 DELTA EXPERIENCE MAGAZINE ALPHA GAMMA DELTA 8710 N MERIDIAN STREET INDIANAPOLIS IN 46240 221550561 501(C)(7) 28500 GREEKLIFEEDU ALPHA GAMMA DELTA 8710 N MERIDIAN STREET INDIANAPOLIS IN 46240 221550561 501(C)(7) 26257 LEADERSHAPE SCHOLARSHIPS ALPHA GAMMA DELTA 8710 N MERIDIAN STREET INDIANAPOLIS IN 46240 221550561 501(C)(7) 75000 LEADERSHIP CONSULTANT PROGRAM ALPHA GAMMA DELTA 8710 N MERIDIAN STREET INDIANAPOLIS IN 46240 221550561 501(C)(7) 25240 TLC EDUCATIONAL SPEAKERS ALPHA GAMMA DELTA 8710 N MERIDIAN STREET INDIANAPOLIS IN 46240 221550561 501(C)(7) 19000 UNDERGRADUATE INTERFRATERNITY INSTITUTE SCHOLARSHIPS ALPHA GAMMA DELTA 8710 N MERIDIAN STREET INDIANAPOLIS IN 46240 221550561 501(C)(7) 7003 SKILLED FACILITATOR PROGRAM GAMMA PHI HOUSE ASSOCIATION 117 FIFTH STREET ATLANTA GA 30313 581801729 501(C)(2) 23442 EDUCATIONAL AREA HOUSING GRANT 15 2 SCHOLARSHIPS AND GRANTS 283 233190 PART I, LINE 2: GRANT DETERMINATION - THE FOUNDATION DETERMINES ELIGIBLE GRANT RECIPIENTS OBJECTIVELY BASED UPON ESTABLISHED CRITERIA THAT HAS BEEN APPROVED BY THE BOARD OF TRUSTEES. ALL GRANT PROGRAMS REQUIRE COMPLETION OF A PROGRAM-SPECIFIC FORMAL APPLICATION. DEPENDING UPON THE PROGRAM, APPLICATIONS ARE REVIEWED BY BOARD COMMITTEES WHO MAY APPROVE RECIPIENTS ON BEHALF OF THE FOUNDATION OR VOLUNTEER COMMITTEES WHO MAKE RECOMMENDATION FOR APPROVAL TO THE BOARD OF TRUSTEES. GRANT MONITORING - INDIVIDUALS RECEIVING SCHOLARSHIP GRANTS ARE REQUIRED TO PROVIDE PROOF OF ENROLLMENT IN SCHOOL BEFORE FUNDS ARE RELEASED. SIS GRANTS AND CONTINUING EDUCATION RECIPIENTS INCLUDE SPECIFIC USE OF FUNDS IN PROGRAM APPLICATIONS. ORGANIZATIONS RECEIVING GRANT SUPPORT ARE REQUESTED TO PROVIDE ANNUAL FINAL GRANT REPORTS WHICH OUTLINE USE AND IMPACT OF FUNDING. SHOULD A FINAL GRANT REPORT NOT BE RECEIVED, THE FOUNDATION MAY CONSIDER NOT AWARDING FUTURE FUNDING TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE COMPLETED FORM 990 WAS REVIEWED BY THE FINANCE COMMITTEE, WHO RECOMMENDED APPROVAL OF THE FORM TO THE BOARD OF TRUSTEES. A COPY OF THE FORM 990 WAS PRESENTED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW IN ADVANCE OF THIS ACTION. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION TRUSTEES, OFFICERS AND EMPLOYEES ANNUALLY DISCLOSE OR UPDATE TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. THE EXECUTIVE COMMITTEE DETERMINES THE APPROPRIATE COURSE OF ACTION WHICH MAY INCLUDE, BUT IS NOT LIMITED TO, TAKING NO ACTION, PROVIDING FULL DISCLOSURE TO THE BOARD OF TRUSTEES, ASKING THE PERSON TO RECUSE THEMSELVES FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE FOUNDATION, ASKING THE PERSON TO RESIGN FROM HIS/HER POSITION, OR POSSIBLE REMOVAL FROM HIS/HER POSITION. THE EXECUTIVE DIRECTOR ALSO MONITORS PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND IS TO DISCLOSE THEM TO THE EXECUTIVE COMMITTEE IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES OR PERSONNEL COMMITTEE, USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THIS MAY INCLUDE BUT IS NOT LIMITED TO A SURVEY OF SIMILAR FRATERNAL ENTITIES IN THE LOCAL AREA, UTILIZATION OF UNITED STATES BUREAU OF LABOR STATISTICS FOR SIMILAR POSITIONS IN THE LOCAL AREA, UTILIZATION OF THE CONSUMER PRICE INDEX FOR URBAN AREAS AND/OR UTILIZATION OF PERFORMANCE EVALUATIONS BY BOARD MEMBERS AND THE EXECUTIVE DIRECTOR. THIS PROCESS WAS LAST PERFORMED IN 2014. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION PROVIDES, UPON REQUEST TO THE EXECUTIVE DIRECTOR, COPIES OF THE ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, FORM 990 AND AUDITED FINANCIAL STATEMENTS. THE FOUNDATION'S FORM 990 IS PUBLICLY AVAILABLE ON GUIDESTAR. PART XII, LINE 2C THE FOUNDATION HAS A COMMITTEE THAT ASSUMES OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.