2012-10-24T15:44:23-05:00 2012-05-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST SUITE 400 CARMEL IN 46032 990 2011-06-01 360720566 ALPHA XI DELTA FRATERNITY ALPH 3178723500 8702 FOUNDERS ROAD INDIANAPOLIS IN 46268 ELYSIA BALSTER GALLIVAN 3178723500 2012-10-24 1 ANGELA N CRAWFORD P00573197 3178488920 2012-10-23 2011 2016-02-24 21:20:13Z ELYSIA BALSTER GALLIVAN 8702 FOUNDERS ROAD INDIANAPOLIS IN 46268 6570301 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 480887 0 1689787 2398797 501344 699132 188958 276865 73684 495503 2453773 3870297 0 0 0 0 995816 973896 0 0 0 1287740 1767099 2283556 2740995 170217 1129302 4497733 5875963 1856151 2419121 2641582 3456842 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 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. 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 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 24 0 42 1 1 1 0 0 0 0 477860 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 SANDRA ELLEN EDWARDS 20.00 X X 0 0 0 MICHELE EVINK 10.00 X X 0 0 0 NANCY GAINER 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 GINA WILLIS HAWKINS 10.00 X X 0 0 0 NEALY WHEAT 10.00 X X 0 0 0 ELYSIA BALSTER GALLIVAN 40.00 X 83881 0 2875 83881 0 2875 0 0 0 0 THOM STEWART PO BOX 3833 SANTA ROSA CA 95402 BUILING IMPROVEMENT AND CONSTRUCTION SER 199153 1 1855577 543220 2398797 RISK MANAGEMENT ASSESS 900099 457816 457816 MEETING REGISTRATION 900099 221316 221316 GRANT SUPPORT INCOME 900099 20000 20000 699132 48840 48840 141719 141719 951773 890070 61703 61703 61703 1756934 1528909 228025 228025 228025 450127 281025 169102 169102 PROPERTY MANAGEMENT RE 900099 68374 68374 OTHER INCOME 900099 54005 54005 ADVERTISING INCOME 900099 600 600 122979 3870297 990613 480887 0 95888 757593 43812 76603 12092 44573 12816 2888 113150 93551 16345 6694 315728 464 49612 336282 CHAPTER ASSISTANCE 248522 CHAPTER EXTENSION EXPEN 190674 ELC PROGRAM EXPENSES 132681 POSTAGE 62090 128937 2740995 50815 110480 1144189 2035357 209965 103525 229657 181517 38069 31119 168498 176175 3055262 1148504 316083 1906758 2281407 1294745 59050 36287 4497733 5875963 309183 306505 313600 274685 1088719 1233368 749212 1856151 2419121 X 2641582 3456842 2641582 3456842 4497733 5875963 X 1129302 -314042 X X 1 1 1 X 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 354589 354589 1826475 578162 1248313 52413 12902 39511 821785 557440 264345 1906758 GUARANTEES OF INDEBTEDNESS 150000 FUNDS HELD FOR OTHERS 599212 749212 3870297 2740995 1129302 -315755 1713 -314042 815260 4714534 -315755 1172808 857053 3857481 12816 12816 3870297 3899274 1171095 1171095 2728179 12816 12816 2740995 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. 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 CHANGES IN NET ASSETS OR FUND BALANCES: 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. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.