2012-10-15T12:53:29-05:00 2012-05-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST SUITE 400 CARMEL IN 46032 990 2011-06-01 352057322 ALPHA GAMMA DELTA FOUNDATION INC ALPH 3176634242 8710 N MERIDIAN ST INDIANAPOLIS IN 46260 JULIE A CRETIN 3178799328 2012-10-15 1 ANGELA N CRAWFORD P00573197 3178488920 2012-10-10 2011 2016-02-24 21:20:13Z JULIE A CRETIN 8710 N MERIDIAN ST INDIANAPOLIS IN 46260 3652508 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. 6 6 5 23 0 0 939857 987444 0 0 374884 312096 0 0 1314741 1299540 439765 671343 0 0 203247 240949 0 0 231843 338034 338619 981046 1250911 333695 48629 7021522 6511145 93370 92340 6928152 6418805 X THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP. 0 0 223182 207393 DEVELOPMENT AND MANAGEMENT OF AN EDUCATIONAL AREA HOUSING GRANT PROGRAM, PROVIDING EQUIPMENT AND FACILITIES THAT SUPPORT ACADEMIC SUCCESS 203119 200000 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. 112503 84250 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. 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. 247251 179500 786055 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 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 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN IL X JULIE A CRETIN EXECUTIVE DIRECTOR 3176634242 8710 N MERIDIAN ST INDIANAPOLIS IN 46260 BENITA WILSON DICK 5.00 X X 0 0 0 DEBBIE DOUGLASS ROTH 5.00 X 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 0 0 0 JACKIE BRANNON STUTTS 5.00 X 0 0 0 JULIE WAITMAN CRETIN 40.00 X X 84445 0 6724 84445 0 6724 0 0 0 0 0 987444 5739 987444 137538 137538 2522699 4827 2343684 9284 179015 -4457 174558 174558 1299540 0 0 312096 562593 562593 108750 108750 92495 27367 42617 22511 118780 35103 54737 28940 7597 2214 3506 1877 6219 1854 2855 1510 15858 4688 7307 3863 2247 405 1842 32244 8290 23954 66496 40392 26104 65060 17615 14287 33158 22939 6325 10868 5746 22166 3888 12624 5654 5328 4716 612 4852 1433 2236 1183 796 796 MAILING & TELEMARKETING 54282 54282 PRINTING 29762 9951 1309 18502 POSTAGE 25219 1837 6184 17198 AWARDS 5523 1702 3821 1705 -53068 21175 33598 1250911 786055 233013 231843 170579 137506 642825 949666 56688 18728 11284 52578 46475 17513 6103 5289147 4564426 835601 814285 9169 9147 7021522 6511145 31455 50092 61915 42248 93370 92340 X 2650555 2257285 911690 564395 3365907 3597125 6928152 6418805 7021522 6511145 X 48629 -557976 X X 0 1 1 X 0 X 1189073 740323 1062214 939857 987444 4918911 1189073 740323 1062214 939857 987444 4918911 425062 50000 50100 134681 75500 735343 0 425062 50000 50100 134681 75500 735343 4183568 172975 121332 123220 129671 137538 684736 172975 121332 123220 129671 137538 684736 1362048 861655 1185434 1069528 1124982 5603647 0.74660 0.68820 0.12220 0.11320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3839632 244949 -182725 49288 36937 3815631 3198063 118330 587589 64350 3839632 2626275 267973 366851 63036 3198063 3331166 92827 -728459 69259 2626275 0.00000 0.94270 0.05730 0 0 52578 46475 6103 6103 INVESTMENTS 814285 F 814285 1299540 1250911 48629 -557976 -557976 -509347 679525 -557976 4457 -553519 1233044 66496 66496 1299540 1188872 4457 4457 1184415 66496 66496 1250911 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. 1 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 1 3 SCHOLARSHIPS AND GRANTS 91 108750 FMV 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -557,976. 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.