2013-04-12T10:31:08-05:00 2012-05-31 350905983 K B PARRISH & CO LLP 6840 EAGLE HIGHLANDS WAY INDIANAPOLIS IN 46254 990 2011-06-01 221550561 ALPHA GAMMA DELTA FRATERNITY ALPH 3176634200 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 STEPHANIE BAILEY 3178722655 2013-04-11 1 RYAN KEITH CPA P00846149 3173475200 2011 2016-02-25 16:41:14Z X STEPHANNIE BAILEY 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 6804630 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 43 4200 126322 0 271941 389154 2524585 2742895 672275 338561 391533 693896 3860334 4164506 0 804671 0 0 884732 1224356 0 0 0 1818895 2027252 2703627 4056279 1156707 108227 10568985 9934468 4316005 3789922 6252980 6144546 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 0 THE INTERNATIONAL PROPERTY AND LIABILITY INSURANCE PROGRAM IS ADMINISTERED BY THE FRATERNITY. THERE ARE 47 HOUSE ASSOCIATIONS, 110 UNDERGRADUATE CHAPTERS, 123 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 LEASING PROPERTY, SELLING JEWELRY AND SUPPLIES AND PUBLISHING QUARTERLY MAGAZINES. 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 1 0 1 10 0 43 1 1 1 0 0 0 0 515460 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 DANIEL E DUNCAN II 3176634200 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 JACKIE BRANNON STUTTS 40.00 X 0 0 0 MARY BETH DULCEY MORABITO 40.00 X 0 0 0 LISA ADAMS MATTHEWS 30.00 X 0 0 0 ANNE LORING EILER 40.00 X 0 0 0 K ELIZABETH HARRISS YORK 25.00 X 0 0 0 MARIE FORD PALMER 20.00 X 0 0 0 RIE GERAH HOEHNER 10.00 X 0 0 0 STEPHANNIE SACK BAILEY 40.00 X 91258 0 15941 91258 0 15941 0 0 0 0 SHIEL SEXTON COMPANY INC 902 NORTH CAPITOL AVE INDIANAPOLIS IN 46204 FACILITY RENOVATIONS 470740 INDIANAPOLIS MARRIOTT DOWNTOWN 350 W MARYLAND ST INDIANAPOLIS IN 46225 CONVENTION VENUE 126378 PALUMBO PAINTING AND DECORATING 15 DEWLINE ROAD LIVERPOOL NY 13909 FACILITY RENOVATIONS 102812 3 389154 389154 MEMBERSHIP DUES 900099 1964015 1964015 RISK MANAGEMENT INCOME 524298 732039 732039 CONVENTION/TLC INCOME 900099 42900 42900 INTEREST FROM CHAPTER 900099 3941 3941 2742895 66503 14251 52252 136409 136409 765675 583359 182316 182316 182043 273 1447243 733607 1335445 573347 111798 160260 272058 111798 160260 475850 147973 327877 327877 LATE REPORT FINES 900099 20153 20153 MISCELLANEOUS 900099 16932 16932 SERVICE FEE INCOME 900099 10209 10209 47294 4164506 3300109 126322 348921 804671 118522 934802 80100 90932 18261 23842 14251 37157 3417 364867 36145 116936 466446 143635 75033 151449 404713 MAGAZINE PUBLICATION 86754 MISCELLANEOUS EXPENSE 35892 TRAINING EXPENSE 13339 EQUPMENT LEASE 11858 23257 4056279 2081822 216058 669115 155722 253274 121359 55390 11815 8875 133119 98888 7276493 975539 4972721 6300954 2688669 2104684 402758 223421 1000 3809 10568985 9934468 121895 78705 80412 288596 2572647 2106612 1541051 1316009 4316005 3789922 X 6194175 6086577 5675 4839 53130 53130 6252980 6144546 10568985 9934468 X 108227 -216661 X X 0 1 1 X 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58805 -836 57969 51134 7671 58805 30454 17130 3550 51134 2036020 -5566 2000000 30454 0.91650 0.08350 0 0 1032760 1032760 5342784 459422 4883362 900949 516117 384832 6300954 CAPITAL LEASE OBLIGATIONS 40419 CHAPTER RESERVE FUNDS 13220 HOUSE ASSOCIATION EXCESS FUNDS 328628 HOUSE ASSOC FUNDS HELD IN TRUST 467211 ALUMNAE CHAPTER FEES FROM INITIATION FEES 466531 1316009 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2009 THROUGH MAY 31, 2011. NORTH AMERICA - CANADA 0 0 MEMBERSHIP, PLEDGE, AND INITIATION DUES FROM MEMBERS - $75,464 MEMBERSHIP, PLEDGE, AND INITIATION DUES FROM MEMBERS OF FRATERNITY CHAPTERS IN CANADA NORTH AMERICA - CANADA 0 0 INSURANCE PROGRAM FEES - $19,201 INSURANCE REVENUE FROM CHAPTERS IN CANADA NORTH AMERICA - CANADA 0 0 SALES OF JEWELRY & OTHER INVENTORY ITEMS - $7,796 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) 326222 478449 NET BOOK VALUE COLLEGIATE HOUSING FURNISHINGS HOUSING RELATED SERVICES TO LOCAL ALPHA GAMMA DELTA CHAPTERS. 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 DIRECTLY CONTROLLED ORGANIZATION WITHIN THE MEANING OF 512(B)(13) 804671 SEE ALSO SCH. N DESCRIPTIONS, DONATED COLLEGIATE HOUSE FURNISHINGS CASH 2012-05-31 326222 FMV 452988927 ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 501(C)(7) COLLEGIATE FRATERNITY HOUSING 2011-08-18 725000 SALES PRICE OF PROPERTY 340435674 MSU DELTA CHI BUILDING CORPORATION PO BOX 790 STARKVILLE MS 39760 501(C)(2) FURNISHINGS AND IMPROVEMENTS 2012-05-31 478449 PURCHASE PRICE 452988927 ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 501(C)(7) 1 0 0 0 PART 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. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -216,661. 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) ALPHA GAMMA DELTA FRATERNITY 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION B 804671 CASH & NBV OF ASSET TRANSFER