ALPHA GAMMA DELTA FRATERNITY: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
ALPHA GAMMA DELTA FRATERNITY (EIN 22-1550561)
Tax period
2011-06-01 to 2012-05-31
Filed
2013-04-12
IRS object ID
201311029349300706
Schema version
2011v1.2
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)
Timestamp2013-04-12T10:31:08-05:00Timestamp
Tax Period End Date2012-05-31TaxPeriodEndDate

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 Date2011-06-01TaxPeriodBeginDate

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)
NameSTEPHANIE BAILEYName
TitleEXECUTIVE DIRECTORTitle
Phone3178722655Phone
Date Signed2013-04-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRYAN KEITH CPAName
PTINP00846149PTIN
Phone3173475200Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeXAddressChange
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 Receipts6804630GrossReceipts
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 Employees43TotalNbrEmployees
Total Nbr Volunteers4200TotalNbrVolunteers
Total Gross UBI126322TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year271941ContributionsGrantsPriorYear
Contributions Grants Current Year389154ContributionsGrantsCurrentYear
Program Service Revenue Prior Year2524585ProgramServiceRevenuePriorYear
Program Service Revenue CY2742895ProgramServiceRevenueCY
Investment Income Prior Year672275InvestmentIncomePriorYear
Investment Income Current Year338561InvestmentIncomeCurrentYear
Other Revenue Prior Year391533OtherRevenuePriorYear
Other Revenue Current Year693896OtherRevenueCurrentYear
Total Revenue Prior Year3860334TotalRevenuePriorYear
Total Revenue Current Year4164506TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY804671GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year884732SalariesEtcPriorYear
Salaries Etc Current Year1224356SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year1818895OtherExpensePriorYear
Other Expenses Current Year2027252OtherExpensesCurrentYear
Total Expenses Prior Year2703627TotalExpensesPriorYear
Total Expenses Current Year4056279TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1156707RevenuesLessExpensesPriorYear
Revenues Less Expenses CY108227RevenuesLessExpensesCY
Total Assets BOY10568985TotalAssetsBOY
Total Assets EOY9934468TotalAssetsEOY
Total Liabilities BOY4316005TotalLiabilitiesBOY
Total Liabilities EOY3789922TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY6252980NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY6144546NetAssetsOrFundBalancesEOY
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 Change0SignificantChange
DescriptionTHE INTERNATIONAL PROPERTY AND LIABILITY INSURANCE PROGRAM IS ADMINISTERED BY THE FRATERNITY. THERE ARE 47 HOUSE ASSOCIATIONS, 110 UNDERGRADUATE CHAPTERS, 123 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 LEASING PROPERTY, 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 Securities0ReportInvestOthSecurities
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 Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation1PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109610NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees43NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Initiation Fees$515,460InitiationFeesAmount
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
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 WeekAverageHoursPerWeekOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
JACKIE BRANNON STUTTS
PRESIDENT40.00X000
MARY BETH DULCEY MORABITO
VICE PRES - ALUMNAE40.00X000
LISA ADAMS MATTHEWS
VICE PRES - COLLEGIANS30.00X000
ANNE LORING EILER
VICE PRES - FINANCE40.00X000
K ELIZABETH HARRISS YORK
VICE PRES - EXTENSION25.00X000
MARIE FORD PALMER
VICE PRES - MEMBERSHIP20.00X000
RIE GERAH HOEHNER
VICE PRES - PANHELLENIC AF10.00X000
STEPHANNIE SACK BAILEY
EXECUTIVE DIRECTOR40.00X91258015941
FieldValueIRS element (for citing)
Total Reportable Comp From Org91258TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation15941TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (3 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
SHIEL SEXTON COMPANY INC
902 NORTH CAPITOL AVEINDIANAPOLISIN46204FACILITY RENOVATIONS470740
INDIANAPOLIS MARRIOTT DOWNTOWN
350 W MARYLAND STINDIANAPOLISIN46225CONVENTION VENUE126378
PALUMBO PAINTING AND DECORATING
15 DEWLINE ROADLIVERPOOLNY13909FACILITY RENOVATIONS102812
FieldValueIRS element (for citing)
Number Of Contractors GT100 K3NumberOfContractorsGT100K
All Other Contributions389154AllOtherContributions
Total Contributions389154TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MEMBERSHIP DUES90009919640151964015
RISK MANAGEMENT INCOME524298732039732039
CONVENTION/TLC INCOME9000994290042900
INTEREST FROM CHAPTER90009939413941
FieldValueIRS element (for citing)
Total Program Service Revenue2742895TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column66503TotalRevenueColumn
Unrelated Business Revenue14251UnrelatedBusinessRevenue
Exclusion$52,252ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column136409TotalRevenueColumn
Exclusion$136,409ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real765675Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real583359Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real182316Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column182316TotalRevenueColumn
Related Or Exempt Function Income182043RelatedOrExemptFunctionIncome
Unrelated Business Revenue273UnrelatedBusinessRevenue

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities1447243Securities
Other733607Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities1335445Securities
Other573347Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities111798Securities
Other160260Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column272058TotalRevenueColumn
Unrelated Business Revenue111798UnrelatedBusinessRevenue
Exclusion$160,260ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory475850GrossSalesOfInventory
Cost Of Goods Sold147973CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column327877TotalRevenueColumn
Related Or Exempt Function Income327877RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
LATE REPORT FINES9000992015320153
MISCELLANEOUS9000991693216932
SERVICE FEE INCOME9000991020910209
FieldValueIRS element (for citing)
Total Other Revenue47294TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column4164506TotalRevenueColumn
Related Or Exempt Function Income3300109RelatedOrExemptFunctionIncome
Unrelated Business Revenue126322UnrelatedBusinessRevenue
Exclusion$348,921ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total804671Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total118522Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total934802Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total80100Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total90932Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total18261Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total23842Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total14251Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total37157Total

Advertising Advertising

FieldValueIRS element (for citing)
Total3417Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total364867Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total36145Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total116936Total

Travel Travel

FieldValueIRS element (for citing)
Total466446Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total143635Total

Interest Interest

FieldValueIRS element (for citing)
Total75033Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total151449Total

Insurance Insurance

FieldValueIRS element (for citing)
Total404713Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotal
MAGAZINE PUBLICATION86754
MISCELLANEOUS EXPENSE35892
TRAINING EXPENSE13339
EQUPMENT LEASE11858

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total23257Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total4056279Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY2081822BOY
EOY216058EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
EOY669115EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY155722BOY
EOY253274EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY121359BOY
EOY55390EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY11815BOY
EOY8875EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY133119BOY
EOY98888EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis7276493LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec975539LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY4972721BOY
EOY6300954EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY2688669BOY
EOY2104684EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY402758BOY
EOY223421EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY1000BOY
EOY3809EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY10568985BOY
EOY9934468EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY121895BOY
EOY78705EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY80412BOY
EOY288596EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY2572647BOY
EOY2106612EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY1541051BOY
EOY1316009EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY4316005BOY
EOY3789922EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY6194175BOY
EOY6086577EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY5675BOY
EOY4839EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY53130BOY
EOY53130EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY6252980BOY
EOY6144546EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY10568985BOY
EOY9934468EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses108227ReconcilationRevenueExpenses
Reconcilation Other Changes-216661ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
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 Balance58805BeginningOfYearBalance
Investment Earnings Or Losses-836InvestmentEarningsOrLosses
End Of Year Balance57969EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

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

Current Year Minus2 Years CurrentYearMinus2Years

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

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance2036020BeginningOfYearBalance
Investment Earnings Or Losses-5566InvestmentEarningsOrLosses
Other Expenditures2000000OtherExpenditures
End Of Year Balance30454EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance0.91650PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.08350TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis1032760OtherCostOrOtherBasis
Book Value1032760BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis5342784OtherCostOrOtherBasis
Depreciation459422Depreciation
Book Value4883362BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis900949OtherCostOrOtherBasis
Depreciation516117Depreciation
Book Value384832BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings6300954TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescriptionAmountAmount
CAPITAL LEASE OBLIGATIONS$40,419
CHAPTER RESERVE FUNDS$13,220
HOUSE ASSOCIATION EXCESS FUNDS$328,628
HOUSE ASSOC FUNDS HELD IN TRUST$467,211
ALUMNAE CHAPTER FEES FROM INITIATION FEES$466,531
FieldValueIRS element (for citing)
Total Of Amounts1316009TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:Identifier
Return ReferencePART X:ReturnReference
ExplanationTHE 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, 2009 THROUGH MAY 31, 2011.Explanation

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 - $75,464MEMBERSHIP, PLEDGE, AND INITIATION DUES FROM MEMBERS OF FRATERNITY CHAPTERS IN CANADA
NORTH AMERICA - CANADA00INSURANCE PROGRAM FEES - $19,201INSURANCE REVENUE FROM CHAPTERS IN CANADA
NORTH AMERICA - CANADA00SALES OF JEWELRY & OTHER INVENTORY ITEMS - $7,796
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 Grant326222AmountOfCashGrant
Amount Of Non Cash Assistance478449AmountOfNonCashAssistance
Method Of ValuationNET BOOK VALUEMethodOfValuation
Description Of Non Cash AssistanceCOLLEGIATE HOUSING FURNISHINGSDescriptionOfNonCashAssistance
Purpose Of GrantHOUSING RELATED SERVICES TO LOCAL ALPHA GAMMA DELTA CHAPTERS.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 OrganizationDIRECTLY CONTROLLED ORGANIZATION WITHIN THE MEANING OF 512(B)(13)RelationshipWithOrganization
Amount Of Grant804671AmountOfGrant
Type Of AssistanceSEE ALSO SCH. N DESCRIPTIONS, DONATED COLLEGIATE HOUSE FURNISHINGSTypeOfAssistance

Schedule N IRS990ScheduleN

Disposition Table DispositionTable (3 entries)

Description Of AssetDescriptionOfAssetDate Of DistributionDateOfDistributionFMV Of AssetFMVOfAssetMethod Of FMV DeterminationMethodOfFMVDeterminationEINEINAddress Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeIRC SectionIRCSection
ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
CASH2012-05-31326222FMV4529889278710 NORTH MERIDIAN STREETINDIANAPOLISIN46260501(C)(7)
MSU DELTA CHI BUILDING CORPORATION
COLLEGIATE FRATERNITY HOUSING2011-08-18725000SALES PRICE OF PROPERTY340435674PO BOX 790STARKVILLEMS39760501(C)(2)
ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
FURNISHINGS AND IMPROVEMENTS2012-05-31478449PURCHASE PRICE4529889278710 NORTH MERIDIAN STREETINDIANAPOLISIN46260501(C)(7)
FieldValueIRS element (for citing)
Director Of Successor21DirectorOfSuccessor2
Employee Of Successor20EmployeeOfSuccessor2
Owner Of Successor20OwnerOfSuccessor2
Receive Compensation20ReceiveCompensation2

Form990 Schedule N Part III Form990ScheduleNPartIII

FieldValueIRS element (for citing)
ExplanationPART II, LINE 2E: STEPHANNIE SACK BAILEY BECAME THE SECRETARY/TREASURER OF THE ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION. MARY BETH BULCEY MORABITO BECAME A DIRECTOR OF THE ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
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.
FORM 990, PART XI, LINE 5:NET UNREALIZED LOSSES ON INVESTMENTS: -216,661.CHANGES IN NET ASSETS OR FUND BALANCES:
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

Name Of Disregarded Entity NameOfDisregardedEntity

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)
EIN452988927EIN
Primary ActivitiesTO HOLD TITLE AND PROVIDE HOUSING SERVICES TO LOCAL CHAPTERS OF AGD FRAT.PrimaryActivities
Legal Domicile StateINLegalDomicileState
Exempt Code Section501(C)(7)ExemptCodeSection

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1ALPHA GAMMA DELTA FRATERNITYBusinessNameLine1
FieldValueIRS element (for citing)
Controlled Org1ControlledOrg
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 Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs1RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATIONBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeBTransactionType
Amount Involved804671AmountInvolved
Method Of Amt DeterminationCASH & NBV OF ASSET TRANSFERMethodOfAmtDetermination

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