2011-10-14T14:06:50-05:00 2011-05-31 BLUE & CO LLC 12800 N MERIDIAN ST SUITE 400 CARMEL IN 46032 990 2010-06-01 352057322 ALPHA GAMMA DELTA FOUNDATION INC ALPH 3178799328 3905 VINCENNES ROAD NO 105 INDIANAPOLIS IN 46268 JULIE A CRETIN 3178799328 2011-10-14 1 ERIC JASKE 3178488920 2011-10-14 2010 2016-03-07 17:11:31Z JULIE A CRETIN 3905 VINCENNES ROAD NO 105 INDIANAPOLIS IN 46268 3353382 0 X WWW.ALPHAGAMMADELTAFOUNDATION.ORG X 1999 IN THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP. 7 7 4 30 0 0 1062214 939857 0 0 210559 374884 0 0 1272773 1314741 435591 439765 0 0 193297 203247 0 0 220923 292715 338034 921603 981046 351170 333695 5961533 7021522 64812 93370 5896721 6928152 X THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP. 0 0 207354 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. 102976 100000 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. 96508 73800 81 UNDERGRADUATE AND GRADUATE SCHOLARSHIP GRANTS TO MEMBERS OF ALPHA GAMMA DELTA FRATERNITY AND OTHERS ATTENDING COLLEGES AND UNIVERSITIES IN THE UNITED STATES AND CANADA. 33133 30000 GRANT FUNDING FOR 10 DIABETES EDUCATION AND RESEARCH PROGRAMS IN 8 STATES, WITH SPECIAL EMPHASIS ON SUPPORT OF DIABETES KIDS CAMPS. 31949 28265 COMMUNITY DISASTER SUPPORT TO 1 ORGANIZATION AND EMERGENCY FINANCIAL GRANT ASSISTANCE TO 17 MEMBERS OF ALPHA GAMMA DELTA EXPERIENCING FINANCIAL DISTRESS, SERIOUS ILLNESS, FAMILY CRISIS, ETC. 6683 5000 GRANTS FOR 10 MEMBERS OF ALPHA GAMMA DELTA CONTINUING THEIR EDUCATION AND PROFESSIONAL DEVELOPMENT ON A PART-TIME BASIS. 6436 0 DEVELOPMENT AND MANAGEMENT OF AN EDUCATIONAL AREA HOUSING GRANT PILOT PROGRAM. 3094 0 ACADEMIC RECOGNITION PROGRAM RECOGNIZING THE TOP CUMULATIVE GRADE POINT AVERAGE OF GRADUATING SENIORS IN 110 ALPHA GAMMA DELTA CHAPTERS THROUGHOUT THE UNITED STATES AND CANADA. 68096 2700 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. 149391 65965 556229 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 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 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 0 0 IN IL X X JULIE A CRETIN EXECUTIVE DIRECTOR 3178799328 3905 VINCENNES ROAD NO 105 INDIANAPOLIS IN 46268 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 GAIL CALKINS DUREE 5.00 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 81014 0 0 81014 0 0 0 0 0 0 0 939857 22349 939857 129671 129671 2283854 2038641 245213 245213 245213 1314741 0 0 374884 305000 305000 134765 134765 81014 21874 34026 25114 89431 8822 44010 36599 13936 3715 5891 4330 5668 1527 2387 1754 13198 3516 5580 4102 7044 2992 1270 2782 30518 5718 24580 220 64138 34434 29704 49562 1800 17605 30157 22886 5856 9815 7215 33588 6903 18866 7819 10562 2878 419 7265 6907 1841 2920 2146 885 885 MAILING & TELEMARKETING 52305 52305 POSTAGE 23634 2710 2869 18055 PRINTING 20167 2032 18135 REGISTRATION FEES 7845 6810 1035 AWARDS 6778 3868 2910 1215 1200 15 981046 556229 203894 220923 141839 170579 539518 642825 88413 56688 10426 87469 69956 21953 17513 5150642 6124748 8742 9169 5961533 7021522 28526 31455 36286 61915 64812 93370 X 2221002 2650555 470838 911690 3204881 3365907 5896721 6928152 5961533 7021522 X 333695 697736 X X 0 1 1 X 0 X 1553820 1189073 740323 1062214 939857 5485287 1553820 1189073 740323 1062214 939857 5485287 703665 425062 50000 50100 1228827 0 703665 425062 50000 50100 1228827 4256460 152827 172975 121332 123220 129671 700025 152827 172975 121332 123220 129671 700025 1706647 1362048 861655 1185434 1069528 6185312 0.68820 0.55440 0.11320 0.10730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3198063 118330 587589 64350 3839632 2626275 267973 366851 63036 3198063 3331166 92827 -728459 69259 2626275 0.01420 0.87660 0.10920 0 0 87469 69956 17513 17513 INVESTMENTS 6124748 F 6124748 1314741 981046 333695 697736 697736 1031431 1948339 697736 697736 1250603 64138 64138 1314741 916908 0 916908 64138 64138 981046 1 ALPHA GAMMA DELTA FRATERNITY 8701 FOUNDERS ROAD INDIANAPOLIS IN 46268 221550561 501(C)(3) 82717 LEADERSHIP TRAINING AT COLLEGE CAMPUSES ALPHA GAMMA DELTA FRATERNITY 8701 FOUNDERS ROAD INDIANAPOLIS IN 46268 221550561 501(C)(3) 24129 GREEKLIFE EDU CAMPUS ISSUES TRAINING IN AREAS OF ALCOHOL MISUSE, HAZING AND SEXUAL ASSAULT. ALPHA GAMMA DELTA FRATERNITY 8701 FOUNDERS ROAD INDIANAPOLIS IN 46268 221550561 501(C)(3) 9000 INTERNATIONAL CONVENTION EDUCATIONAL PROGRAM ALPHA GAMMA DELTA FRATERNITY 8701 FOUNDERS ROAD INDIANAPOLIS IN 46268 221550561 501(C)(3) 20000 LEADERSHAPE ATTENDEE GRANTS ALPHA GAMMA DELTA FRATERNITY 8701 FOUNDERS ROAD INDIANAPOLIS IN 46268 221550561 501(C)(3) 10000 UNDERGRADUATE INTERFRATERNITY INSTITUTE ATTENDEE GRANTS ALPHA GAMMA DELTA FRATERNITY 8701 FOUNDERS ROAD INDIANAPOLIS IN 46268 221550561 501(C)(3) 54154 PERSONAL DEVELOPMENT EDUCATION PROGRAM THE LEADERSHIP INSTITUTE - WOMEN WITH PURPOSE 3815 RIVER CROSSING PKWY INDIANAPOLIS IN 46260 364556416 501(C)(3) 100000 OPERATIONAL GRANT AMERICAN DIABETES ASSOCIATION - TAMPA CHAPTER 4902 EISENHOWER BLVD STE 295 TAMPA FL 33634 131623888 501(C)(3) 5000 UNRESTRICTED GRANT 3 0 SCHOLARSHIPS AND GRANTS 120 134765 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. X X X X 0 0 0 0 0 0 0 0 0 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 2011. 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 GAINS ON INVESTMENTS: 697,736. 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.