ALPHA GAMMA DELTA FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ALPHA GAMMA DELTA FOUNDATION INC (EIN 35-2057322)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2012-10-15
- IRS object ID
- 201212899349300806
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-15T12:53:29-05:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351178661 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 N MERIDIAN ST SUITE 400 | AddressLine1 |
| City | CARMEL | City |
| State | IN | State |
| ZIP Code | 46032 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352057322 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPHA GAMMA DELTA FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALPH | NameControl |
| Phone | 3176634242 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8710 N MERIDIAN ST | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46260 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIE A CRETIN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 3178799328 | Phone |
| Date Signed | 2012-10-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANGELA N CRAWFORD | Name |
| PTIN | P00573197 | PTIN |
| Phone | 3178488920 | Phone |
| Date Prepared | 2012-10-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JULIE A CRETIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8710 N MERIDIAN ST | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46260 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3652508 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ALPHAGAMMADELTAFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 23 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 939857 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 987444 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 374884 | InvestmentIncomePriorYear |
| Investment Income Current Year | 312096 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1314741 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1299540 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 439765 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 671343 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 203247 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 240949 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 231843 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 338034 | OtherExpensePriorYear |
| Other Expenses Current Year | 338619 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 981046 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1250911 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 333695 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 48629 | RevenuesLessExpensesCY |
| Total Assets BOY | 7021522 | TotalAssetsBOY |
| Total Assets EOY | 6511145 | TotalAssetsEOY |
| Total Liabilities BOY | 93370 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 92340 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6928152 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6418805 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 223182 | Expense |
| Grants | 207393 | Grants |
| Description | DEVELOPMENT AND MANAGEMENT OF AN EDUCATIONAL AREA HOUSING GRANT PROGRAM, PROVIDING EQUIPMENT AND FACILITIES THAT SUPPORT ACADEMIC SUCCESS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 203119 | Expense |
| Grants | 200000 | Grants |
| Description | ONE-YEAR PROGRAM GRANTS TO ALPHA GAMMA DELTA FRATERNITY FOR ITS EDUCATIONAL, LEADERSHIP AND PHILANTHROPIC INITIATIVES, INCLUDING ON-LINE AND INPERSON LEADERSHIP TRAINING, EDUCATIONAL TRAINING ON SOCIAL ISSUES INCLUDING ALCOHOL MISUSE, HAZING AND SEXUAL ASSAULT, AND PERSONAL DEVELOPMENT SKILLS TRAINING. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 112503 | Expense |
| Grants | 84250 | Grants |
| Description | 91 UNDERGRADUATE AND GRADUATE SCHOLARSHIP GRANTS TO MEMBERS OF ALPHA GAMMA DELTA FRATERNITY AND OTHERS ATTENDING COLLEGES AND UNIVERSITIES IN THE UNITED STATES AND CANADA. | Description |
Activity Other ActivityOther (6 entries)
| ExpenseExpense | GrantsGrants | DescriptionDescription |
|---|---|---|
| 123244 | 80000 | 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. |
| 78006 | 75000 | GRANT FUNDING FOR 17 DIABETES EDUCATION AND RESEARCH PROGRAMS IN 12 STATES, WITH SPECIAL EMPHASIS ON SUPPORT OF DIABETES KIDS CAMPS. |
| 21449 | 18500 | EMERGENCY FINANCIAL GRANT ASSISTANCE TO 10 MEMBERS OF ALPHA GAMMA DELTA EXPERIENCING FINANCIAL DISTRESS, SERIOUS ILLNESS, FAMILY CRISIS, ETC. |
| 7332 | 6000 | GRANTS FOR 12 MEMBERS OF ALPHA GAMMA DELTA CONTINUING THEIR EDUCATION AND PROFESSIONAL DEVELOPMENT ON A PART-TIME BASIS. |
| 4447 | ACADEMIC RECOGNITION PROGRAM RECOGNIZING THE TOP CUMULATIVE GRADE POINT AVERAGE OF GRADUATING SENIORS IN 113 ALPHA GAMMA DELTA CHAPTERS THROUGHOUT THE UNITED STATES AND CANADA. | |
| 12773 | PRINT, EVENT AND ELECTRONIC EDUCATION AND COMMUNICATIONS 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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 247251 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 179500 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 786055 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIE A CRETIN EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3176634242 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8710 N MERIDIAN ST | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46260 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| BENITA WILSON DICK | ||||||
| PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| DEBBIE DOUGLASS ROTH | ||||||
| VICE PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| PEGGY KUEBLER FIELD | ||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 |
| PATRICIA TULLEY RIDDIFORD | ||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 |
| DEBORAH SCHMIDT ESCHENBACHER | ||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | |
| JACKIE BRANNON STUTTS | ||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | |
| JULIE WAITMAN CRETIN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | X | 84445 | 0 | 6724 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 84445 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 6724 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 987444 | AllOtherContributions |
| Noncash Contributions | 5739 | NoncashContributions |
| Total Contributions | 987444 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 137538 | TotalRevenueColumn |
| Exclusion | $137,538 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2522699 | Securities |
| Other | 4827 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2343684 | Securities |
| Other | 9284 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 179015 | Securities |
| Other | -4457 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 174558 | TotalRevenueColumn |
| Exclusion | $174,558 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1299540 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $312,096 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 562593 | Total |
| Program Services | 562593 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108750 | Total |
| Program Services | 108750 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92495 | Total |
| Program Services | 27367 | ProgramServices |
| Management And General | 42617 | ManagementAndGeneral |
| Fundraising | 22511 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118780 | Total |
| Program Services | 35103 | ProgramServices |
| Management And General | 54737 | ManagementAndGeneral |
| Fundraising | 28940 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7597 | Total |
| Program Services | 2214 | ProgramServices |
| Management And General | 3506 | ManagementAndGeneral |
| Fundraising | 1877 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6219 | Total |
| Program Services | 1854 | ProgramServices |
| Management And General | 2855 | ManagementAndGeneral |
| Fundraising | 1510 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15858 | Total |
| Program Services | 4688 | ProgramServices |
| Management And General | 7307 | ManagementAndGeneral |
| Fundraising | 3863 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2247 | Total |
| Program Services | 405 | ProgramServices |
| Management And General | 1842 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32244 | Total |
| Program Services | 8290 | ProgramServices |
| Management And General | 23954 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66496 | Total |
| Program Services | 40392 | ProgramServices |
| Management And General | 26104 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65060 | Total |
| Program Services | 17615 | ProgramServices |
| Management And General | 14287 | ManagementAndGeneral |
| Fundraising | 33158 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22939 | Total |
| Program Services | 6325 | ProgramServices |
| Management And General | 10868 | ManagementAndGeneral |
| Fundraising | 5746 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22166 | Total |
| Program Services | 3888 | ProgramServices |
| Management And General | 12624 | ManagementAndGeneral |
| Fundraising | 5654 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5328 | Total |
| Program Services | 4716 | ProgramServices |
| Management And General | 612 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4852 | Total |
| Program Services | 1433 | ProgramServices |
| Management And General | 2236 | ManagementAndGeneral |
| Fundraising | 1183 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 796 | Total |
| Management And General | 796 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| MAILING & TELEMARKETING | 54282 | 54282 | ||
| PRINTING | 29762 | 18502 | 9951 | 1309 |
| POSTAGE | 25219 | 17198 | 1837 | 6184 |
| AWARDS | 5523 | 3821 | 1702 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1705 | Total |
| Program Services | -53068 | ProgramServices |
| Management And General | 21175 | ManagementAndGeneral |
| Fundraising | 33598 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1250911 | Total |
| Program Services | 786055 | ProgramServices |
| Management And General | 233013 | ManagementAndGeneral |
| Fundraising | 231843 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170579 | BOY |
| EOY | 137506 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 642825 | BOY |
| EOY | 949666 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56688 | BOY |
| EOY | 18728 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 11284 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 52578 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 46475 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17513 | BOY |
| EOY | 6103 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5289147 | BOY |
| EOY | 4564426 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 835601 | BOY |
| EOY | 814285 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9169 | BOY |
| EOY | 9147 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7021522 | BOY |
| EOY | 6511145 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31455 | BOY |
| EOY | 50092 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61915 | BOY |
| EOY | 42248 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93370 | BOY |
| EOY | 92340 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2650555 | BOY |
| EOY | 2257285 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 911690 | BOY |
| EOY | 564395 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3365907 | BOY |
| EOY | 3597125 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6928152 | BOY |
| EOY | 6418805 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7021522 | BOY |
| EOY | 6511145 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 48629 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -557976 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1189073 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 740323 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1062214 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 939857 | CurrentTaxYearMinus1Year |
| Current Tax Year | 987444 | CurrentTaxYear |
| Total | 4918911 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1189073 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 740323 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1062214 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 939857 | CurrentTaxYearMinus1Year |
| Current Tax Year | 987444 | CurrentTaxYear |
| Total | 4918911 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 425062 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 50000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 50100 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 134681 | CurrentTaxYearMinus1Year |
| Current Tax Year | 75500 | CurrentTaxYear |
| Total | 735343 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 425062 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 50000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 50100 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 134681 | CurrentTaxYearMinus1Year |
| Current Tax Year | 75500 | CurrentTaxYear |
| Total | 735343 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 4183568 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 172975 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 121332 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 123220 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 129671 | CurrentTaxYearMinus1Year |
| Current Tax Year | 137538 | CurrentTaxYear |
| Total | 684736 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 172975 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 121332 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 123220 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 129671 | CurrentTaxYearMinus1Year |
| Current Tax Year | 137538 | CurrentTaxYear |
| Total | 684736 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1362048 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 861655 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1185434 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1069528 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1124982 | CurrentTaxYear |
| Total | 5603647 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.74660 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.68820 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.12220 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.11320 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3839632 | BeginningOfYearBalance |
| Contributions | 244949 | Contributions |
| Investment Earnings Or Losses | -182725 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 49288 | GrantsOrScholarships |
| Administrative Expenses | 36937 | AdministrativeExpenses |
| End Of Year Balance | 3815631 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3198063 | BeginningOfYearBalance |
| Contributions | 118330 | Contributions |
| Investment Earnings Or Losses | 587589 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 64350 | GrantsOrScholarships |
| End Of Year Balance | 3839632 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2626275 | BeginningOfYearBalance |
| Contributions | 267973 | Contributions |
| Investment Earnings Or Losses | 366851 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 63036 | GrantsOrScholarships |
| End Of Year Balance | 3198063 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3331166 | BeginningOfYearBalance |
| Contributions | 92827 | Contributions |
| Investment Earnings Or Losses | -728459 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 69259 | GrantsOrScholarships |
| End Of Year Balance | 2626275 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.94270 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05730 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 52578 | OtherCostOrOtherBasis |
| Depreciation | 46475 | Depreciation |
| Book Value | 6103 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6103 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENTS | Description |
| Book Value | 814285 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 814285 | TotalOfBookValueSecurities |
| Total Revenue | 1299540 | TotalRevenue |
| Total Expenses | 1250911 | TotalExpenses |
| Excess Or Deficit For Year | 48629 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -557976 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -557976 | TotalAdjustments |
| Excess Or Deficit Per FS | -509347 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 679525 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -557976 | NetUnrealizedGainsInvestments |
| Other Revenues | 4457 | OtherRevenues |
| Revenue Not Rptd F990 | -553519 | RevenueNotRptdF990 |
| Revenue Subtotal | 1233044 | RevenueSubtotal |
| Investment Expenses Not Included | 66496 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 66496 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1299540 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1188872 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 4457 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 4457 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1184415 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 66496 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 66496 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1250911 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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, 2012 AND 2011, 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. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON SALE OF ASSETS 4,457. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON SALE OF ASSETS 4,457. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ALPHA GAMMA DELTA FRATERNITY | |||||||
| 8710 N MERIDIAN ST | INDIANAPOLIS | IN | 46260 | 221550561 | 501(C)(7) | 17653 | UNDERGRADUATE INTERFRATERNITY INSTITUTE GRANT PROGRAM |
| ALPHA GAMMA DELTA FRATERNITY | |||||||
| 8710 N MERIDIAN ST | INDIANAPOLIS | IN | 46260 | 221550561 | 501(C)(7) | 99000 | EDUCATIONAL LEADERSHIP CONSULTANT PROGRAM |
| ALPHA GAMMA DELTA FRATERNITY | |||||||
| 8710 N MERIDIAN ST | INDIANAPOLIS | IN | 46260 | 221550561 | 501(C)(7) | 45000 | GAMMA EXPERIENCE GRANT |
| ALPHA GAMMA DELTA FRATERNITY | |||||||
| 8710 N MERIDIAN ST | INDIANAPOLIS | IN | 46260 | 221550561 | 501(C)(7) | 13673 | LEADERSHAPE PROGRAM GRANT |
| ALPHA GAMMA DELTA FRATERNITY | |||||||
| 8710 N MERIDIAN ST | INDIANAPOLIS | IN | 46260 | 221550561 | 501(C)(7) | 24674 | GREEKLIFEEDU PROGRAM GRANT |
| THE LEADERSHIP INSTITUTE - WOMEN WITH PURPOSE | |||||||
| 3815 RIVER CROSSING PKWY | INDIANAPOLIS | IN | 46260 | 364556416 | 501(C)(3) | 80000 | OPERATING GRANT TO ANOTHER 501(C )(3) PROVIDING LEADERSHIP TRAINING |
| GAMMA PHI HOUSE ASSOCIATION | |||||||
| 117 FIFTH STREET | ATLANTA | GA | 30313 | 581801729 | 501(C)(2) | 207393 | EDUCATIONAL AREA HOUSING GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 3 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS AND GRANTS | TypeOfGrant |
| Number Of Recipients | 91 | NumberOfRecipients |
| Amount Of Cash Grant | 108750 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -557,976. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION DID NOT CHANGE THE PROCESS FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. |
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