ALPHA GAMMA DELTA FRATERNITY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ALPHA GAMMA DELTA FRATERNITY (EIN 22-1550561)
Tax period
2024-06-01 to 2025-05-31
Filed
2025-12-19
IRS object ID
202533539349301433
Schema version
2024v5.2
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)
Return2025-12-19T14:53:45-06:00ReturnTs
Tax Period End2025-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN882730877PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19229 DELEGATES ROW STE 250AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN221550561EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALPHA GAMMA DELTA FRATERNITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALPHBusinessNameControlTxt
Phone3176634200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18710 NORTH MERIDIAN STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46260ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATIE ABERNATHYPersonNm
Person TitleCHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone3178722655PhoneNum
Signature2025-12-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE KEITH CPAPreparerPersonNm
PTINP00963290PTIN
Phone3173475200PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKATIE ABERNATHYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18710 NORTH MERIDIAN STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46260ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,421,649GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption0416GroupExemptionNum
Organization501cYes (X)Organization501cInd
Website AddressWWW.ALPHAGAMMADELTA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1904FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PROMOTE A SPIRIT OF MUTUAL ASSISTANCE AND UNDERSTANDING TO MAINTAIN HIGH STANDARDS OF SCHOLARSHIP.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers293TotalVolunteersCnt
Total Gross UBI$53,939TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$252,514PYContributionsGrantsAmt
CY Contributions Grants$257,523CYContributionsGrantsAmt
PY Program Service Revenue$3,587,826PYProgramServiceRevenueAmt
CY Program Service Revenue$4,291,029CYProgramServiceRevenueAmt
PY Investment Income$287,574PYInvestmentIncomeAmt
CY Investment Income$608,439CYInvestmentIncomeAmt
PY Other Revenue$376,673PYOtherRevenueAmt
CY Other Revenue$413,056CYOtherRevenueAmt
PY Total Revenue$4,504,587PYTotalRevenueAmt
CY Total Revenue$5,570,047CYTotalRevenueAmt
PY Grants And Similar Paid$258,868PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$104,388CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,469,078PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,477,533CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,729,834PYOtherExpensesAmt
CY Other Expenses$2,739,520CYOtherExpensesAmt
PY Total Expenses$4,457,780PYTotalExpensesAmt
CY Total Expenses$5,321,441CYTotalExpensesAmt
PY Revenues Less Expenses$46,807PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$248,606CYRevenuesLessExpensesAmt
Total Assets BOY$12,691,269TotalAssetsBOYAmt
Total Assets EOY$12,815,524TotalAssetsEOYAmt
Total Liabilities BOY$7,514,998TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,165,387TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,176,271NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,650,137NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE INTERNATIONAL PROPERTY AND LIABILITY INSURANCE PROGRAM IS ADMINISTERED BY THE FRATERNITY. THE INSURANCE PROGRAM SERVES NUMEROUS HOUSE ASSOCIATIONS, UNDERGRADUATE CHAPTERS, ALUMNI CHAPTERS AND CLUBS THROUGHOUT THE YEAR.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

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

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescTO PROVIDE MEMBER SERVICES BY SELLING JEWELRY AND SUPPLIES AND PUBLISHING QUARTERLY MAGAZINES.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document13IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Initiation Fees And Cap Contri$837,200InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$30,519GrossReceiptsForPublicUseAmt
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATIE ABERNATHYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3176634200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18710 NORTH MERIDIAN STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46260ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ANDREA PENDLETON
PRESIDENT30.00Yes (X)Yes (X)$0$0$0
ADRIENNE BECKETT
VICE PRES - INTERNATIONAL10.00Yes (X)Yes (X)$0$0$0
CAROL PESKE
VICE PRES - INTERNATIONAL10.00Yes (X)Yes (X)$0$0$0
KLAZINA VAN DEN BERG
VICE PRES - INTERNATIONAL10.00Yes (X)Yes (X)$0$0$0
JOLIE WEBB
VICE PRES - INTERNATIONAL10.00Yes (X)Yes (X)$0$0$0
JENNIFER MORES
VICE PRES - INTERNATIONAL10.00Yes (X)Yes (X)$0$0$0
KALINA HAYNES
VICE PRES - INTERNATIONAL10.00Yes (X)Yes (X)$0$0$0
KATIE ABERNATHY
CHIEF EXECUTIVE OFFICER37.50Yes (X)$144,782$0$18,721
FieldValueIRS element (for citing)
Total Reportable Comp From Org$144,782TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$18,721TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1B2 NETWORK TECHNOLOGY SOLUTIONS LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line18435 KEYSTONE CROSSING STE 190AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
ServicesIT SERVICESServicesDesc
Compensation$109,316CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$257,523AllOtherContributionsAmt
Total Contributions$257,523TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES900099$3,050,710$3,050,710
RISK MANAGEMENT INCOME524298$635,946$635,946
CONVENTION/TLC INCOME900099$604,373$604,373
FieldValueIRS element (for citing)
Total Program Service Revenue$4,291,029TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$293,353TotalRevenueColumnAmt
Unrelated Business Revenue$64,461UnrelatedBusinessRevenueAmt
Exclusion$228,892ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$135,104TotalRevenueColumnAmt
Exclusion$135,104ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$30,519RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$41,041RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$10,522RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$10,522TotalRevenueColumnAmt
Unrelated Business Revenue-$10,522UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$885,652SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$570,566SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$315,086SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$315,086TotalRevenueColumnAmt
Exclusion$315,086ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$474,225GrossSalesOfInventoryAmt
Cost Of Goods Sold$239,995CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$234,230TotalRevenueColumnAmt
Related Or Exempt Func Income$234,230RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MISCELLANEOUS900099$31,896$31,896
SERVICE FEE INCOME900099$21,150$21,150
FINES AND FEES900099$1,198$1,198
FieldValueIRS element (for citing)
Other Revenue Total$54,244OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,570,047TotalRevenueColumnAmt
Related Or Exempt Func Income$4,579,503RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$53,939UnrelatedBusinessRevenueAmt
Exclusion$679,082ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$104,388TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$173,811TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,920,829TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$216,379TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$166,514TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$17,269TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$41,753TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$64,461TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$139,178TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$43,698TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$311,497TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$226,720TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$53,585TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$465,677TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$231,895TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$112,602TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$181,823TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$360,101TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
TRAINING EXPENSE$203,314
CONVENTION EXPENSES$93,617
BANK CHARGES$74,240
DUES & SUBSCRIPTIONS$59,190

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$58,900TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,321,441TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,190,549BOYAmt
EOY$1,183,190EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$686,838BOYAmt
EOY$1,068,760EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$440,531BOYAmt
EOY$211,857EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$25,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$398,480BOYAmt
EOY$215,956EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,408,110LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,382,823LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,231,284BOYAmt
EOY$2,025,287EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,687,863BOYAmt
EOY$4,719,697EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,047,544BOYAmt
EOY$3,361,910EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$2,636BOYAmt
EOY$1,947EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,544BOYAmt
EOY$1,920EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,691,269BOYAmt
EOY$12,815,524EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$368,896BOYAmt
EOY$323,741EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$482,579BOYAmt
EOY$10,117EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$4,170,503BOYAmt
EOY$4,523,954EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,845,671BOYAmt
EOY$1,746,531EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$647,349BOYAmt
EOY$561,044EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,514,998BOYAmt
EOY$7,165,387EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,099,679BOYAmt
EOY$5,569,370EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$76,592BOYAmt
EOY$80,767EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,176,271BOYAmt
EOY$5,650,137EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,691,269BOYAmt
EOY$12,815,524EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$248,606ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$225,260NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$76,592BeginningYearBalanceAmt
Investment Earnings Or Losses$4,175InvestmentEarningsOrLossesAmt
End Year Balance$80,767EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$70,298BeginningYearBalanceAmt
Investment Earnings Or Losses$6,294InvestmentEarningsOrLossesAmt
End Year Balance$76,592EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$71,300BeginningYearBalanceAmt
Investment Earnings Or Losses-$1,002InvestmentEarningsOrLossesAmt
End Year Balance$70,298EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$75,294BeginningYearBalanceAmt
Investment Earnings Or Losses-$3,994InvestmentEarningsOrLossesAmt
End Year Balance$71,300EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$63,407BeginningYearBalanceAmt
Investment Earnings Or Losses$11,887InvestmentEarningsOrLossesAmt
End Year Balance$75,294EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY1.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$278,760OtherCostOrOtherBasisAmt
Book Value$278,760BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,410,252OtherCostOrOtherBasisAmt
Depreciation$1,759,765DepreciationAmt
Book Value$1,650,487BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$719,098OtherCostOrOtherBasisAmt
Depreciation$623,058DepreciationAmt
Book Value$96,040BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,025,287TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescCORPORATE BONDSDesc
Book Value$3,361,910BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$3,361,910TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
CAPITAL LEASE OBLIGATIONS$2,112
ALUMNAE CHAPTER FEES FROM INITIATION FEES$558,770
FOUNDATION DONATIONS$162
FieldValueIRS element (for citing)
Total Liability$561,044TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$6,011,882TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$225,260NetUnrealizedGainsInvstAmt
Other Revenue$281,036OtherRevenueAmt
Revenue Not Reported$506,296RevenueNotReportedAmt
Revenue Subtotal$5,505,586RevenueSubtotalAmt
Investment Expenses Not Incld$64,461InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$64,461RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,570,047TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,538,016TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$281,036OtherExpensesIncludedAmt
Expenses Not Reported$281,036ExpensesNotReportedAmt
Expenses Subtotal$5,256,980ExpensesSubtotalAmt
Investment Expenses Not Incld2$64,461InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$64,461ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,321,441TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:A PORTION OF COLLEGIATE DUES, NEW MEMBER OR INITIATION FEES IS ALLOCATED FOR HOUSING AND TO BENEFIT ALUMNAE CHAPTERS. CERTAIN HOUSE ASSOCIATIONS ARE REQUIRED TO REMIT EXCESS INCOME TO THE FRATERNITY. POLICY REQUIRES THAT, IN CERTAIN CASES, THE FRATERNITY HOLD FUNDS ON BEHALF OF CHAPTERS AND HOUSE ASSOCIATIONS.
PART V, LINE 4:INVESTMENT EARNINGS FROM ENDOWMENT FUNDS ARE RESTRICTED FOR ARCHIVES PRESERVATION AND DISPLAY.
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 U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES 41,041. COST OF GOODS SOLD 239,995.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES 41,041. COST OF GOODS SOLD 239,995.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxt
NORTH AMERICA - CANADAMEMBERSHIP, PLEDGE, AND INITIATION DUES FROM MEMBERS - $105,969MEMBERSHIP, PLEDGE, AND INITIATION DUES FROM MEMBERS OF FRATERNITY CHAPTERS IN CANADA
NORTH AMERICA - CANADASALES OF JEWELRY AND OTHER INVENTORY ITEMS - $17,696JEWELRY SALES TO CANADIAN CHAPTER MEMBERS
NORTH AMERICA - CANADATECHNOLOGY FEES - $2,850TECHNOLOGY FEES TO CANADIAN CHAPTER MEMBERS
NORTH AMERICA - CANADARISK MANAGAEMENT PROGRAM FEES - $21,730RISK MANAGEMENT PROGRAM REVENUE FROM CHAPTERS IN CANADA
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$0SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$0TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
EPSILON CHI CHAPTER OF ALPHA GAMMA DELTA FRATERNITY
1516 N MANHATTAN STREETMANHATTANKS66502300882032501(C)(7)$40,350$0HOUSING ASSISTANCE
XI CHAPTER OF ALPHA GAMMA DELTA FRATERNITY
1409 NORTH MAIN STREETBLOOMINGTONIL61701370677620501(C)(7)$36,580$0HOUSING ASSISTANCE
GAMMA NU CHAPTER OF ALPHA GAMMA DELTA FRATERNITY
840 20TH STREETKNOXVILLETN37916501(C)(7)$6,300$0HOUSING ASSISTANCE
NATIONAL PANHELLENIC CONFERENCE INC
12730 MEETING HOUSE ROAD SUITE 200CARMELIN46032526057229501(C)(6)$10,000$0TO SUPPORT THE FUTURE OF FRATERNAL ORGANIZAITONS
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonKATIE ABERNATHYPersonNm
TitleCHIEF EXECUTIVE OFFICERTitleTxt
Base Compensation Filing Org$144,782BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$6,203DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$12,518NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$163,503TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 2ATHE ORGANIZATION USES A PAYROLL LEASING COMPANY. THEREFORE, THE ORGANIZATION HAS PAYROLL EXPENSES LISTED ON PART IX, LINES 5 THROUGH 10, BUT HAS INDICATED ZERO EMPLOYEES AND NO PAYROLL REPORTS FILED.
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 COUNCIL MEMBERS. COUNCIL 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 COUNCIL 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 11BTHE ORGANIZATION RECEIVES A COPY OF FORM 990 AND IT IS REVIEWED BY THE INTERNATIONAL COUNCIL PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION HAS COUNCIL MEMBERS SUBMIT CONFLICT OF INTEREST DISCLOSURES AT LEAST ANNUALLY. ANY CONFLICTS ARE ADDRESSED ON A CASE-BY-CASE BASIS AND ARE PROMPTLY RESOLVED.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND TAX RETURNS AVAILABLE TO THE PUBLIC UPON REQUEST.
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.

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