2013-10-01T14:59:12-05:00 2013-05-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST SUITE 400 CARMEL IN 46032 990 2012-06-01 352057322 ALPHA GAMMA DELTA FOUNDATION INC ALPH 3176634242 8710 N MERIDIAN ST INDIANAPOLIS IN 46260 JULIE A CRETIN 3176634242 2013-09-27 1 ANGELA N CRAWFORD P00573197 3178488920 2013-09-27 2012 2016-02-24 21:20:13Z JULIE A CRETIN 8710 N MERIDIAN ST INDIANAPOLIS IN 46260 5235628 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. 9 9 5 30 0 0 987444 1393814 0 0 312096 548705 0 0 1299540 1942519 671343 681159 0 0 240949 272122 0 56126 270577 338619 345783 1250911 1355190 48629 587329 6511145 7483318 92340 68838 6418805 7414480 X THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP. 0 0 210819 198655 EDUCATIONAL AREA HOUSING GRANTS, PROVIDING EQUIPMENT AND FACILITIES THAT SUPPORT ACADEMIC SUCCESS 206448 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 GAMMA EXPERIENCE, A TWO-YEAR PERSONAL DEVELOPMENT PROGRAM; GRANTS FOR THE DELTA EXPERIENCE, A PERSONAL DEVELOP 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 INTERNATIONAL CONVENTION; AND GRANTS FOR GREEKLIFEEDU, AN ONLINE EDUCATIONAL PROGRAM ADDRESSING THE ISSUES OF ALCOHOL MISUSE, HAZING/BULLYING AND SEXUAL ASSAULT. 124931 90000 95 UNDERGRADUATE AND GRADUATE SCHOLARSHIP GRANTS TO MEMBERS OF ALPHA GAMMA DELTA FRATERNITY AND OTHERS ATTENDING COLLEGES AND UNIVERSITIES IN THE UNITED STATES AND CANADA. 51434 50000 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 104092 100000 GRANT FUNDING FOR 23 DIABETES EDUCATION, RESEARCH AND AWARENESS PROGRAMS IN 13 STATES/PROVINCES, WITH SPECIAL EMPHASIS ON SUPPORT OF DIABETES KIDS CAMPS. 38683 35004 EMERGENCY FINANCIAL GRANT ASSISTANCE TO 21 MEMBERS OF ALPHA GAMMA DELTA EXPERIENCING FINANCIAL DISTRESS, SERIOUS ILLNESS, FAMILY CRISIS, ETC. 8608 7000 GRANTS FOR 9 MEMBERS OF ALPHA GAMMA DELTA CONTINUING THEIR EDUCATION AND PROFESSIONAL DEVELOPMENT ON A PART-TIME BASIS. 3450 ACADEMIC RECOGNITION PROGRAM RECOGNIZING THE TOP CUMULATIVE GRADE POINT AVERAGE OF GRADUATING SENIORS IN 115 ALPHA GAMMA DELTA CHAPTERS THROUGHOUT THE UNITED STATES AND CANADA. 88277 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 68,000 COLLEGIATE AND ALUMNAE MEMBERS OF ALPHA GAMMA DELTA; WEBSITE COMMUNICATIONS ARE AVAILABLE 24/7 TO THE PUBLIC. 976 500 GRANTS TO EDUCATIONAL AND LEADERSHIP CHARITABLE ORGANIZATIONS 295520 192504 837718 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 7 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 9 9 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 BENITA WILSON DICK 5.00 X 0 0 0 DEBBIE DOUGLASS ROTH 5.00 X 0 0 0 PEGGY KUEBLER FIELD 5.00 X X 0 0 0 PATRICIA TULLEY RIDDIFORD 5.00 X X 0 0 0 DEBORAH SCHMIDT ESCHENBACHER 5.00 X X 0 0 0 JACKIE BRANNON STUTTS 5.00 X 0 0 0 SUE MAGGIO SIM 5.00 X 0 0 0 ESTACIA MEDLEN BRANDENBURG 5.00 X 0 0 0 JANIS LANG BARTOSZ 5.00 X X 0 0 0 JULIE WAITMAN CRETIN 40.00 X 85949 0 7009 85949 0 7009 0 0 0 0 0 1393814 1061 1393814 142066 142066 3699748 3293109 406639 406639 406639 1942519 0 0 548705 549155 549155 132004 132004 94477 27954 43530 22993 146136 37540 72436 36160 7687 1912 3866 1909 5027 1367 2425 1235 18795 5102 9071 4622 7035 2243 3790 1002 31985 7712 24273 56126 56126 68244 40392 27852 59143 25341 13066 20736 22743 5987 11100 5656 47975 26230 14283 7462 10282 10282 2166 587 1046 533 1088 1088 PRINTING 47202 32470 1577 13155 POSTAGE 24419 4519 2160 17740 REGISTRATION FEES 12436 7328 5080 28 AWARDS 9744 6807 2937 1321 -87214 10252 78283 1355190 837718 246895 270577 137506 309683 949666 901398 18728 35358 11284 3384 54238 48644 6103 5594 4564426 6218820 814285 9147 9081 6511145 7483318 50092 68838 42248 92340 68838 X 2257285 2859271 564395 825256 3597125 3729953 6418805 7414480 6511145 7483318 587329 408346 0 X X 0 1 X 1 0 X 740323 1062214 939857 987444 1393814 5123652 740323 1062214 939857 987444 1393814 5123652 223072 4900580 121332 123220 129671 137538 142066 653827 5777479 0.84820 0.74660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3815631 174946 544970 50250 59939 4425358 3839632 244949 -182725 49288 36937 3815631 3198063 118330 587589 64350 3839632 2626275 267973 366851 63036 3198063 3331166 92827 -728459 69259 2626275 0.01360 0.84130 0.14510 0 0 54238 48644 5594 5594 X 2282621 408346 408346 1874275 68244 68244 1942519 1286946 0 1286946 68244 68244 1355190 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2013 AND 2012, 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 263458 41989 221469 ARIA COMMUNICATIONS CORPORATION 717 WEST ST GERMAIN STREET ST CLOUD MN 56301 MANAGE TELEMARKETING PROGRAM 0 38069 14137 23932 301527 56126 245401 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 MD EXPLANATION OF FUNDRAISING PAYMENTS 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 ADA - SOUTHWEST OHIO AND KENTUCKY 4555 LAKE FOREST DR STE 396 CINCINNATI OH 45242 131623888 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION ADA- ALABAMAMISSISSIPPI 3918 MONTCLAIR ROAD STE 218 BIRMINGHAM AL 35213 131623888 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION ADA-MISSOURI & ILLINOIS 425 SOUTH WOODS MILL RD SUITE 110 TOWN COUNTRY MO MO 63017 131623888 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION CAMP POSSIBILITIES FOUNDATION 827 N JEFFERSON APT B WILMINGTON DE 46260 510412903 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION DIABETES EDUCATION & CAMPING ASSOCIATION PO BOX 385 HUNTSVILLE AL 46260 631187548 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION DIABETIC YOUTH FOUNDATION 5167 CLAYTON RD F CONCORD CA 46260 946003673 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION FLORIDA CAMP FOR CHILDREN AND YOUTH WITH DIABETES INC PO BOX 14136 GAINESVILLE FL 30313 237098099 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION HUNTSVILLE HOSPITAL FOUNDATION 101 SIVLEY ROAD HUNTSVILLE AL 35801 630752604 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION SOUTHWESTERN DIABETIC FOUNDATION PO BOX 918 GAINESVILLE TX 76241 756002547 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION ST MARY COMMUNITY HEALTH CENTER ST JOSEPH'SCANDLER HOSPITAL 204 DRUID ROAD SAVANNAH GA 31410 582288758 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION YMCA OF THE OZARKS 13528 STATE HIGHWAY AA POTOSI MO 63664 430653616 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION JDRF-ST LOUIS 50 CRESTWOOD EXECUTIVE CENTER SUITE 401 SAINT LOUIS MO 63126 231907729 501(C)(3) 5000 SUPPORT FOR DIABETES EDUCATION SETEBAID SERVICES INC PO BOX 196 WINFIELD PA 17889 232979076 501(C)(3) 5500 SUPPORT FOR DIABETES EDUCATION SOUTHEASERN DIABETES EDUCATION SERVICES 500 CHASE PARK SOUTH SUITE 104 HOOVER AL 35244 631091899 501(C)(3) 5500 SUPPORT FOR DIABETES EDUCATION CENTRAL MISSOURI DIABETIC CHILDREN'S CAMP INC PO BOX 1942 COLUMBIA MO 65205 430983917 501(C)(3) 6000 SUPPORT FOR DIABETES EDUCATION ALPHA GAMMA DELTA 8710 N MERIDIAN STREET INDIANAPOLIS IN 46240 221550561 501(C)(7) 12250 UNDERGRADUATE INTERFRATERNITY INSTITUTE GRANT PROGRAM ALPHA GAMMA DELTA 8710 N MERIDIAN STREET INDIANAPOLIS IN 46240 221550561 501(C)(7) 14250 DELTA EXPERIENCE GRANT ALPHA GAMMA DELTA 8710 N MERIDIAN STREET INDIANAPOLIS IN 46240 221550561 501(C)(7) 18000 2012 CONVENTION EDUCATIONAL AND LEADERSHIP PROGRAMS ALPHA GAMMA DELTA 8710 N MERIDIAN STREET INDIANAPOLIS IN 46240 221550561 501(C)(7) 23500 LEADERSHAPE PROGRAM ALPHA GAMMA DELTA 8710 N MERIDIAN STREET INDIANAPOLIS IN 46240 221550561 501(C)(7) 25000 GAMMA EXPERIENCE PERSONAL DEVELOPMENT PROGRAM ALPHA GAMMA DELTA 8710 N MERIDIAN STREET INDIANAPOLIS IN 46240 221550561 501(C)(7) 26000 GREEKLIFEEDU PROGRAM GRANT THE LEADERSHIP INSTITUTE-WWP 3815 RIVER CROSSING PKWY STE 100 INDIANAPOLIS IN 46240 364556415 501(C)(3) 50000 OPERATING GRANT TO ANOTHER 501(C )(3) PROVIDING LEADERSHIP TRAINING ALPHA GAMMA DELTA 8710 N MERIDIAN STREET INDIANAPOLIS IN 46240 221550561 501(C)(7) 81000 EDUCATIONAL LEADERSHIP CONSULTANT PROGRAM GAMMA PHI HOUSE ASSOCIATION 117 FIFTH STREET ATLANTA GA 30313 581801729 501(C)(2) 198655 EDUCATIONAL AREA HOUSING GRANT 17 2 SCHOLARSHIPS AND GRANTS 125 132004 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 2012. 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.