ALPHA XI DELTA FRATERNITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ALPHA XI DELTA FRATERNITY (EIN 36-0720566)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2012-10-24
- IRS object ID
- 201212989349300141
- 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 | 2012-10-24T15:44:23-05:00 | 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 | 360720566 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPHA XI DELTA FRATERNITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALPH | NameControl |
| Phone | 3178723500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8702 FOUNDERS ROAD | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46268 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELYSIA BALSTER GALLIVAN | Name |
| Title | NATIONAL EXECUTIVE DIRECTOR | Title |
| Phone | 3178723500 | Phone |
| Date Signed | 2012-10-24 | 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 | 2012-10-23 | 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 | ELYSIA BALSTER GALLIVAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8702 FOUNDERS ROAD | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46268 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6570301 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.ALPHAXIDELTA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1893 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 42 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 480887 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1689787 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2398797 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 501344 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 699132 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 188958 | InvestmentIncomePriorYear |
| Investment Income Current Year | 276865 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 73684 | OtherRevenuePriorYear |
| Other Revenue Current Year | 495503 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2453773 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3870297 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 995816 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 973896 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1287740 | OtherExpensePriorYear |
| Other Expenses Current Year | 1767099 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2283556 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2740995 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 170217 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1129302 | RevenuesLessExpensesCY |
| Total Assets BOY | 4497733 | TotalAssetsBOY |
| Total Assets EOY | 5875963 | TotalAssetsEOY |
| Total Liabilities BOY | 1856151 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2419121 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2641582 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3456842 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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 LEARNING 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 24 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 42 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Initiation Fees | $477,860 | InitiationFeesAmount |
| Gross Receipts | $0 | GrossReceiptsAmount |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | 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 | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| 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 | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORI HOLT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3178723500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8702 FOUNDERS ROAD | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46268 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| SANDRA ELLEN EDWARDS | ||||||
| NATIONAL PRESIDENT | 20.00 | X | X | 0 | 0 | 0 |
| MICHELE EVINK | ||||||
| NATIONAL VICE PRESIDENT | 10.00 | X | X | 0 | 0 | 0 |
| NANCY GAINER | ||||||
| NATIONAL VICE PRESIDENT | 10.00 | X | X | 0 | 0 | 0 |
| JENNIFER EMERICK KUNTZ | ||||||
| NATIONAL VICE PRESIDENT | 10.00 | X | X | 0 | 0 | 0 |
| WENDY KURTZ | ||||||
| NATIONAL VICE PRESIDENT | 10.00 | X | X | 0 | 0 | 0 |
| GINA WILLIS HAWKINS | ||||||
| NATIONAL VICE PRESIDENT | 10.00 | X | X | 0 | 0 | 0 |
| NEALY WHEAT | ||||||
| NATIONAL VICE PRESIDENT | 10.00 | X | X | 0 | 0 | 0 |
| ELYSIA BALSTER GALLIVAN | ||||||
| NATIONAL EXECUTIVE DIRECTOR | 40.00 | X | 83881 | 0 | 2875 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 83881 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2875 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THOM STEWART | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3833 | AddressLine1 |
| City | SANTA ROSA | City |
| State | CA | State |
| ZIP Code | 95402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | BUILING IMPROVEMENT AND CONSTRUCTION SER | DescriptionOfServices |
| Compensation | 199153 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Membership Dues | 1855577 | MembershipDues |
| All Other Contributions | 543220 | AllOtherContributions |
| Total Contributions | 2398797 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RISK MANAGEMENT ASSESS | 900099 | 457816 | 457816 |
| MEETING REGISTRATION | 900099 | 221316 | 221316 |
| GRANT SUPPORT INCOME | 900099 | 20000 | 20000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 699132 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 48840 | TotalRevenueColumn |
| Unrelated Business Revenue | 48840 | UnrelatedBusinessRevenue |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 141719 | TotalRevenueColumn |
| Unrelated Business Revenue | 141719 | UnrelatedBusinessRevenue |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 951773 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 890070 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 61703 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 61703 | TotalRevenueColumn |
| Unrelated Business Revenue | 61703 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1756934 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1528909 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 228025 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 228025 | TotalRevenueColumn |
| Unrelated Business Revenue | 228025 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 450127 | GrossSalesOfInventory |
| Cost Of Goods Sold | 281025 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 169102 | TotalRevenueColumn |
| Related Or Exempt Function Income | 169102 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PROPERTY MANAGEMENT RE | 900099 | 68374 | 68374 | |
| OTHER INCOME | 900099 | 54005 | 54005 | |
| ADVERTISING INCOME | 900099 | 600 | 600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 122979 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3870297 | TotalRevenueColumn |
| Related Or Exempt Function Income | 990613 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 480887 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95888 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 757593 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43812 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76603 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12092 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44573 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12816 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2888 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113150 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93551 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16345 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6694 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 315728 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 464 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49612 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 336282 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| CHAPTER ASSISTANCE | 248522 |
| CHAPTER EXTENSION EXPEN | 190674 |
| ELC PROGRAM EXPENSES | 132681 |
| POSTAGE | 62090 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128937 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2740995 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50815 | BOY |
| EOY | 110480 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1144189 | BOY |
| EOY | 2035357 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 209965 | BOY |
| EOY | 103525 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229657 | BOY |
| EOY | 181517 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38069 | BOY |
| EOY | 31119 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 168498 | BOY |
| EOY | 176175 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3055262 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1148504 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 316083 | BOY |
| EOY | 1906758 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2281407 | BOY |
| EOY | 1294745 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59050 | BOY |
| EOY | 36287 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4497733 | BOY |
| EOY | 5875963 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 309183 | BOY |
| EOY | 306505 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 313600 | BOY |
| EOY | 274685 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1088719 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1233368 | BOY |
| EOY | 749212 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1856151 | BOY |
| EOY | 2419121 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2641582 | BOY |
| EOY | 3456842 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2641582 | BOY |
| EOY | 3456842 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4497733 | BOY |
| EOY | 5875963 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1129302 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -314042 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 354589 | OtherCostOrOtherBasis |
| Book Value | 354589 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1826475 | OtherCostOrOtherBasis |
| Depreciation | 578162 | Depreciation |
| Book Value | 1248313 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 52413 | OtherCostOrOtherBasis |
| Depreciation | 12902 | Depreciation |
| Book Value | 39511 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 821785 | OtherCostOrOtherBasis |
| Depreciation | 557440 | Depreciation |
| Book Value | 264345 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1906758 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| GUARANTEES OF INDEBTEDNESS | $150,000 |
| FUNDS HELD FOR OTHERS | $599,212 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 749212 | TotalOfAmounts |
| Total Revenue | 3870297 | TotalRevenue |
| Total Expenses | 2740995 | TotalExpenses |
| Excess Or Deficit For Year | 1129302 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -315755 | NetUnrealizedGLOnInvestments |
| Other | $1,713 | OtherAmount |
| Total Adjustments | -314042 | TotalAdjustments |
| Excess Or Deficit Per FS | 815260 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4714534 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -315755 | NetUnrealizedGainsInvestments |
| Other Revenues | 1172808 | OtherRevenues |
| Revenue Not Rptd F990 | 857053 | RevenueNotRptdF990 |
| Revenue Subtotal | 3857481 | RevenueSubtotal |
| Investment Expenses Not Included | 12816 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 12816 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3870297 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3899274 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1171095 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1171095 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2728179 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 12816 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 12816 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2740995 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | PART X, LINE 2: INCOME TAXES: THE FRATERNITY AND THE NHC ARE EACH ORGANIZED AS NOT-FOR-PROFIT CORPORATIONS AND HAVE OBTAINED EXEMPTION FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(7) OF THE INTERNAL REVENUE CODE. (THE NHC'S EXEMPT STATUS WAS RECENTLY REVOKED BUT MANAGEMENT IS APPLYING FOR REINSTATEMENT AND BELIEVES THAT THE NHC'S EXEMPT STATUS WILL BE RESTORED.) THE EXEMPTION IS ON ALL INCOME EXCEPT UNRELATED BUSINESS INCOME AS NOTED UNDER SECTION 511 OF THE INTERNAL REVENUE CODE. INTERNAL REVENUE CODE SECTION 513(A) DEFINES AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION AS ANY TRADE OR BUSINESS WHICH IS NOT SUBSTANTIALLY RELATED TO THE EXERCISE OR PERFORMANCE OF ITS EXEMPT PURPOSE. INCOME EARNED FROM NON-MEMBERS IS RECOGNIZED AS UNRELATED BUSINESS INCOME TO THE EXTENT SUCH INCOME IS NOT SET ASIDE. INCOME THAT IS PROPERLY SET ASIDE MUST BE USED FOR THE QUALIFYING PURPOSES OUTLINED IN THE SET ASIDE RESOLUTION. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FRATERNITY AND NHC AND TO RECOGNIZE A TAX LIABILITY IF THE FRATERNITY OR NHC 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 BOTH THE FRATERNITY AND NHC, AND HAS CONCLUDED THAT AS OF MAY 31, 2012 AND 2011, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE FRATERNITY AND NHC ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FRATERNITY HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH MAY 31, 2011. THE NHC HAS ALSO FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR THE PERIODS THROUGH MAY 31, 2011. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | INCOME ALLOCATED TO FUNDS HELD BY OTHERS 1,713. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INCOME ALLOCATED TO FUNDS HELD BY OTHERS 1,713. RENTAL EXPENSE 890,070. COST OF GOODS SOLD 281,025. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 890,070. COST OF GOODS SOLD 281,025. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | EACH MEMBER OF THE AUDIT COMMITTEE WILL RECEIVE A COPY OF THE 990. EACH MEMBER OF THE AUDIT COMMITTEE AND ELYSIA BALSTER GALLIVAN, AS NATIONAL EXECUTIVE DIRECTOR, WILL REVIEW THE 990. ONCE THOSE INDIVIDUALS HAVE APPROVED, THE 990 WILL BE ISSUED. THE FINAL VERSION WILL BE SHARED WITH THE NATIONAL COUNCIL FOR AWARENESS PRIOR TO ISSUANCE. | |
| 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 | THE FRATERNITY HAS AN EXECUTIVE PERFORMANCE AND COMPENSATION REVIEW COMMITTEE COMPRISED OF THREE BOARD MEMBERS. THOSE MEMBERS REACH OUT TO THE FOUNDATION CHAIR AND NHC PRESIDENT FOR FEEDBACK. THEY REVIEW BOTH INDUSTRY STANDARDS FOR COMPENSATION AS WELL AS GREEK ORGANIZATION SURVEY RESULTS. LOCATION OF THE NATIONAL EXECUTIVE DIRECTOR IS ALSO TAKEN INTO CONSIDERATION. THE COMMITTEE COMPLETES THE REVIEW DOCUMENT AND AGREES ON THE COMPENSATION. NATIONAL PRESIDENT COMPLETES THE REVIEW AND SENDS A MEMO TO DIRECTOR OF FINANCE AND OPERATIONS FOR THE FRATERNITY FOR EXECUTION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | KEPT ON FILE. AVAILABLE UPON REQUEST | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -315,755. INCOME ALLOCATED TO FUNDS HELD BY OTHERS 1,713. TOTAL TO FORM 990, PART XI, LINE 5: -314,042. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
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