2012-04-11T12:34:33-05:00 2011-05-31 BLUE & CO LLC 12800 N MERIDIAN ST SUITE 400 CARMEL IN 46032 990 2010-06-01 360720566 ALPHA XI DELTA FRATERNITY ALPH 3178723500 8702 FOUNDERS ROAD INDIANAPOLIS IN 46268 ELYSIA BALSTER GALLIVAN 3178723500 2012-03-28 1 ERIC JASKE 3178488920 2012-03-28 2010 2016-02-24 21:20:13Z ELYSIA BALSTER GALLIVAN 8702 FOUNDERS ROAD INDIANAPOLIS IN 46268 4040864 0 X WWW.ALPHAXIDELTA.ORG X 1893 OH THE MISSION OF ALPHA XI DELTA WOMEN'S FRATERNITY IS TO ENRICH THE LIFE OF EVERY ALPHA XI DELTA. WE WILL NURTURE UNITY AND COOPERATION; FOSTER INTELLECTUAL, PROFESSIONAL, AND PERSONAL GROWTH; EXEMPLIFY THE HIGHEST ETHICAL CONDUCT; INSTILL COMMUNITY RESPONSIBILITY; AND PERPETUATE FRATERNALGROWTH. 7 7 42 300 4350 2468 2900372 1689787 849533 501344 110918 188958 133008 73684 3993831 2453773 0 0 0 0 943270 995816 0 0 0 1401223 1287740 2344493 2283556 1649338 170217 4574905 4497733 2244734 1856151 2330171 2641582 X THE MISSION OF ALPHA XI DELTA WOMEN'S FRATERNITY IS TO ENRICH THE LIFE OF EVERY ALPHA XI DELTA. WE WILL NURTURE UNITY AND COOPERATION; FOSTER INTELLECTUAL, PROFESSIONAL, AND PERSONAL GROWTH; EXEMPLIFY THE HIGHEST ETHICAL CONDUCT; INSTILL COMMUNITY RESPONSIBILITY; AND PERPETUATE FRATERNAL GROWTH. 0 0 EDUCATIONAL LEADERSHIP CONSULTANTS - ALPHA XI DELTA EMPLOYS SEVERAL EDUCATIONAL LEADERSHIP CONSULTANTS TO TRAVEL TO THE CHAPTERS OF ALPHA XI DELTA TO ASSIST THEM WITH RECRUITMENT, PUBLIC RELATIONS, AND OTHER ASPECTS OF CHAPTER OPERATIONS. CHAPTER ASSISTANCE - THE FRATERNITY HAS CHAPTERS LOCATED THROUGHOUT THE UNITED STATES. THE FRATERNITY SUPPORTS THE DEVELOPMENT OF THESE CHAPTER FACILITIES AND BUILDING CORPORATIONS BY LENDING MONEY AND MANAGING PROPERTY SITES. PROVIDING A QUALITY MEMBERSHIP EXPERIENCE REQUIRES COUNTLESS PROGRAMMING OPPORTUNITIES TO UNDERGRADUATE AND ALUMNAE MEMBERS ALIKE. ALPHA XI DELTA IS PROUD TO OFFER A RANGE OF PROGRAMMING TO ENTICE AND EDUCATE WOMEN AT ALL STAGES IN THEIR MEMBERSHIP. ALPHA XI DELTA'S MAGAZINE "THE QUILL" ALLOWS US TO PROMOTE THE INCREDIBLE ACCOMPLISHMENTS OF OUR MEMBERS-BOTH INTERNALLY AND EXTERNALLY. WITH A CIRCULATION OF OVER 72,000 IT IS A SOURCE OF PRIDE FOR THE ORGANIZATION. ALPHA XI DELTA'S SUMMER LEADERSHIP TRAINING ENTITLED "THE WORKOUT", HELD ON THE OFF-YEAR OF CONVENTION, TEACHES OUR WOMEN CONVERSATION TECHNIQUES-REACHING MEMBERS WHO ARE AT THE NOVICE LEVEL AND EXPANDING TO HELP THEM ACHIEVE CONVERSATION GREATNESS THROUGH EXERCISES AND WORKSHOPS. IN TODAY'S MEDIA-DRIVEN SOCIETY, THE SKILL OF CONVERSATION IS ONE THAT HAS TO BE TAUGHT AND WILL PROVE VALUABLE THROUGHOUT THE LIVES OF THE WOMEN IN OUR MEMBERSHIP. REGIONALLY BASED VOLUNTEERS PLAN AND HOST A MID-YEAR LEADERSHIP TRAINING TITLED AREA WIDE TRAINING (AWT). WOMEN IN ATTENDANCE LEARN THE BASICS OF BEING A NEW OFFICER AS WELL AS TACTICS TO INCREASE THEIR CAMPUS PRESENCE THROUGH POSITIVE PUBLIC RELATIONS EFFORTS; IMPORTANCE OF ON-CAMPUS INVOLVEMENT; UPDATES ON HOW TO INCORPORATE OUR PHILANTHROPY, AUTISM SPEAKS, INTO THE CHAPTER CALENDAR OF EVENTS. ADDITIONALLY, THEY WERE SHOWN A WEBINAR ON THE FRATERNITY'S PARTNERSHIP WITH ALLONE HEALTH'S STUDENT TALK ONE-2-ONE PROGRAM A TELEPHONIC, 24/7/365 COUNSELING SERVICE THAT IS OFFERED TO OUR MEMBERSHIP AT NO ADDITIONAL COST. ALPHA XI DELTA'S MEMBERSHIP DEVELOPMENT PROGRAM, REALIZE YOUR POTENTIAL, ALLOWS A CHAPTER TO CHOOSE WHAT SUBJECT AREAS WOULD MOST BENEFIT ITS MEMBERSHIP IN FOUR CORE AREAS: SELF-AWARENESS, SELF-MANAGEMENT, SOCIAL AWARENESS, AND RELATIONSHIP MANAGEMENT. EACH OF THESE FOUR AREAS HAS SEVERAL WORKSHOPS DESIGNED FOR CHAPTER SELF-FACILITATION. THE FRATERNITY PLACES VALUE IN ASSESSING A MEMBER'S EXPERIENCE TO ENSURE THAT THE ORGANIZATION IS REACHING THE GOALS IT SETS FORTH IN ACHIEVING. THE UNIVERSITY LEANING OUTCOMES ASSESSMENT (UNILOA) WAS CREATED BY STUDENT DEVELOPMENT PROFESSIONALS. IT MEASURES STUDENT DEVELOPMENT IN 7 AREAS: CRITICAL THINKING, SELF-AWARENESS, COMMUNICATION, DIVERSITY, CITIZENSHIP, MEMBERSHIP AND LEADERSHIP, AND RELATIONSHIPS. WE ARE PROUD THAT OUR MEMBERS ARE RATING HIGHER IN THESE AREAS THAN NON-AFFILIATED STUDENTS. ASSESSMENT IS AN IMPORTANT PIECE IN THE REALM OF HIGHER EDUCATION. ALPHA XI DELTA KNOWS THAT BEING A MEMBER MAKES A SIGNIFICANT DIFFERENCE IN THE LIVES OF THE WOMEN WHO JOIN-BEING ABLE TO PROVIDE QUANTITATIVE DATA SOLIDIFIES OUR PLACE IN HIGHER EDUCATION. 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 42 1 1 1 0 0 0 0 0 0 396935 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IN X LORI HOLT 3178723500 8702 FOUNDERS ROAD INDIANAPOLIS IN 46268 DEANNA WOLLAM DETCHEMENDY 20.00 X X 0 0 0 EVONNE CARAWAN 10.00 X X 0 0 0 SANDRA ELLEN EDWARDS 10.00 X X 0 0 0 JENNIFER EMERICK KUNTZ 10.00 X X 0 0 0 WENDY KURTZ 10.00 X X 0 0 0 SUSAN EICHER MAMBER 10.00 X X 0 0 0 DANICA VANASSE OLSON 10.00 X X 0 0 0 ELYSIA BALSTER GALLIVAN 40.00 X 70082 0 2644 70082 0 2644 0 0 0 0 0 1592695 97092 1689787 RISK MANAGEMENT ASSESS 900099 418349 418349 REGISTRATION-THE WORKO 900099 59950 59950 GRANT SUPPORT INCOME 900099 20000 20000 AREA WIDE TRAINING REG 900099 3045 3045 501344 73527 73527 86798 86798 630528 761852 -131324 -131324 -131324 725093 609662 115431 115431 115431 311498 215577 95921 91571 4350 OTHER INCOME 900099 22289 22289 22289 2453773 483880 4350 275756 72726 712912 143467 66711 33482 23246 20600 1599 37580 69938 10249 199353 770 43737 330835 CHAPTER ASSISTANCE 206089 DUES & SUBSCRIPTIONS 85771 POSTAGE 60264 ELC PROGRAM EXPENSES 48432 COLONIZATION EXPENSES 25938 89857 2283556 227180 564035 264479 142517 801405 209965 290175 229657 62646 38069 312609 168498 1339916 1023833 412008 316083 2140254 2769859 64149 59050 4574905 4497733 881659 309183 236725 313600 1126350 1233368 2244734 1856151 X 2330171 2641582 2330171 2641582 4574905 4497733 X 170217 141194 X X 1 1 1 X 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50094 50094 639249 513723 125526 494183 453948 40235 156390 56162 100228 316083 GUARANTEES OF INDEBTEDNESS 150000 FUNDS HELD FOR CLOSED CHAPTERS 1083368 1233368 2453773 2283556 170217 238064 -96870 141194 311411 3551796 238064 -96870 141194 3410602 20600 -977429 -956829 2453773 3240385 977429 977429 2262956 20600 20600 2283556 PART XI, LINE 8 - OTHER ADJUSTMENTS: INCOME ALLOCATED TO FUNDS HELD BY OTHERS -96,870. PART XII, LINE 2D - OTHER ADJUSTMENTS: INCOME ALLOCATED TO FUNDS HELD BY OTHERS -96,870. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -761,852. COST OF GOODS SOLD -215,577. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 761,852. COST OF GOODS SOLD 215,577. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE CHAIR WILL REVIEW THE 990 AND ELYSIA BALSTER GALLIVAN AS NATIONAL EXECUTIVE DIRECTOR WILL REVIEW THE 990. ONCE THOSE TWO PERSONS HAVE APPROVED, THE 990 WILL BE ISSUED. THE FINAL VERSION WILL BE SHARED WITH THE NATIONAL COUNCIL FOR AWARENESS. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS IN THE CONSTITUTION AND BYLAWS AND MANUAL FOR CHAPTER OFFICERS. FORM 990, PART VI, SECTION B, LINE 15 WE ATTEMPT TO DO REVIEWS OF EMPLOYEES ANNUALLY. THE SUPERVISOR PREPARES THE REVIEW INFORMATION AND MEETS WITH THE EMPLOYEE. WE USE THE FRATERNITY EXECUTIVE ASSOCIATION (FEA) SURVEY DATA FOR COMPARABILITY FOR SALARY FOR DIRECTOR LEVEL POSITIONS. WE ALSO USE SURVEYS FROM ASAE AND OTHER ENTITIES SIMILAR IN NATURE TO THE FRATERNITY. FORM 990, PART VI, SECTION C, LINE 19 KEPT ON FILE. AVAILABLE UPON REQUEST CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 238,064. INCOME ALLOCATED TO FUNDS HELD BY OTHERS -96,870. TOTAL TO FORM 990, PART XI, LINE 5: 141,194. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.