ALPHA GAMMA DELTA FRATERNITY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ALPHA GAMMA DELTA FRATERNITY (EIN 22-1550561)
Tax period
2023-06-01 to 2024-05-31
Filed
2025-03-17
IRS object ID
202530769349300008
Schema version
2023v6.0
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

FieldValueIRS element (for citing)
Return2025-03-17T07:36:07-05:00ReturnTs
Tax Period End2024-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN882730877PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19229 DELEGATES ROW STE 250AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN221550561EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALPHA GAMMA DELTA FRATERNITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALPHBusinessNameControlTxt
Phone3176634200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18710 NORTH MERIDIAN STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46260ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATIE ABERNATHYPersonNm
Person TitleCHIEF EXECUTIVE DIRECTORPersonTitleTxt
Phone3178722655PhoneNum
Signature2025-03-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE KEITH CPAPreparerPersonNm
PTINP00963290PTIN
Phone3173475200PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKATIE ABERNATHYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18710 NORTH MERIDIAN STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46260ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,767,768GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption0416GroupExemptionNum
Organization501cYes (X)Organization501cInd
Website AddressWWW.ALPHAGAMMADELTA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1904FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PROMOTE A SPIRIT OF MUTUAL ASSISTANCE AND UNDERSTANDING TO MAINTAIN HIGH STANDARDS OF SCHOLARSHIP.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers303TotalVolunteersCnt
Total Gross UBI$19,958TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$206,184PYContributionsGrantsAmt
CY Contributions Grants$252,514CYContributionsGrantsAmt
PY Program Service Revenue$3,893,136PYProgramServiceRevenueAmt
CY Program Service Revenue$3,587,826CYProgramServiceRevenueAmt
PY Investment Income-$112,723PYInvestmentIncomeAmt
CY Investment Income$287,574CYInvestmentIncomeAmt
PY Other Revenue$387,450PYOtherRevenueAmt
CY Other Revenue$376,673CYOtherRevenueAmt
PY Total Revenue$4,374,047PYTotalRevenueAmt
CY Total Revenue$4,504,587CYTotalRevenueAmt
PY Grants And Similar Paid$307,199PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$258,868CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,301,054PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,469,078CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,510,302PYOtherExpensesAmt
CY Other Expenses$1,729,834CYOtherExpensesAmt
PY Total Expenses$5,118,555PYTotalExpensesAmt
CY Total Expenses$4,457,780CYTotalExpensesAmt
PY Revenues Less Expenses-$744,508PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$46,807CYRevenuesLessExpensesAmt
Total Assets BOY$11,704,156TotalAssetsBOYAmt
Total Assets EOY$12,691,269TotalAssetsEOYAmt
Total Liabilities BOY$7,476,350TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,514,998TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,227,806NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,176,271NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ORGANIZATION WAS ESTABLISHED TO PERPETUATE AMONG A GROUP OF COLLEGE WOMEN A SPIRIT OF MUTUAL ASSISTANCE AND UNDERSTANDING TO MAINTAIN HIGH STANDARDS OF SCHOLARSHIP, TO DEVELOP WOMANHOOD, TO STRIVE FOR THE ATTAINMENT OF HIGH IDEALS IN COLLEGE, COMMUNITY AND PERSONAL LIFE, AND TO TRAIN FOR LEADERSHIP AND A SENSE OF RESPONSIBILITY FOR THE WELFARE OF OTHERS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE INTERNATIONAL PROPERTY AND LIABILITY INSURANCE PROGRAM IS ADMINISTERED BY THE FRATERNITY. THE INSURANCE PROGRAM SERVES NUMEROUS HOUSE ASSOCIATIONS, UNDERGRADUATE CHAPTERS, ALUMNI CHAPTERS AND CLUBS THROUGHOUT THE YEAR.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescTHE INTERNATIONAL CONVENTION AND WORKSHOPS ARE ADMINISTERED THROUGH THE OPERATING FUND. THE CONVENTION IS HELD EVERY OTHER YEAR.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescTO PROVIDE MEMBER SERVICES BY SELLING JEWELRY AND SUPPLIES AND PUBLISHING QUARTERLY MAGAZINES.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document15IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Initiation Fees And Cap Contri$801,600InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATIE ABERNATHYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3176634200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18710 NORTH MERIDIAN STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46260ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
LEE WOODHAM LANGUB
PRESIDENT12.00Yes (X)Yes (X)$0$0$0
DANI PICCIOTTI
VICE PRES - COLLEGIANS10.00Yes (X)Yes (X)$0$0$0
KALINA HAYNES
VICE PRES - PANHELLENIC AF10.00Yes (X)Yes (X)$0$0$0
KLAZINA VAN DEN BERG
VICE PRES - FINANCE10.00Yes (X)Yes (X)$0$0$0
CATHERINE MATTHEWS
VICE PRES - EXTENSION10.00Yes (X)Yes (X)$0$0$0
JENNIFER MORES
VICE PRES - INTERNATIONAL10.00Yes (X)Yes (X)$0$0$0
ANDREA PENDLETON
VICE PRES - INTERNATIONAL10.00Yes (X)Yes (X)$0$0$0
KATIE ABERNATHY
CHIEF EXECUTIVE DIRECTOR75.00Yes (X)$143,948$0$17,898
FieldValueIRS element (for citing)
Total Reportable Comp From Org$143,948TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$17,898TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$252,514AllOtherContributionsAmt
Total Contributions$252,514TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES900099$2,958,196$2,958,196
RISK MANAGEMENT INCOME524298$600,380$600,380
CONVENTION/TLC INCOME900099$29,250$29,250
FieldValueIRS element (for citing)
Total Program Service Revenue$3,587,826TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$234,864TotalRevenueColumnAmt
Unrelated Business Revenue$58,396UnrelatedBusinessRevenueAmt
Exclusion$176,468ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$174,364TotalRevenueColumnAmt
Exclusion$174,364ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$40,148RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$78,586RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$38,438RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$38,438TotalRevenueColumnAmt
Unrelated Business Revenue-$38,438UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,021,344SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$968,634SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$52,710SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$52,710TotalRevenueColumnAmt
Exclusion$52,710ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$428,262GrossSalesOfInventoryAmt
Cost Of Goods Sold$215,961CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$212,301TotalRevenueColumnAmt
Related Or Exempt Func Income$212,301RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SERVICE FEE INCOME900099$27,596$27,596
MISCELLANEOUS900099$750$750
FINES AND FEES900099$100$100
FieldValueIRS element (for citing)
Other Revenue Total$28,446OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,504,587TotalRevenueColumnAmt
Related Or Exempt Func Income$3,828,573RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$19,958UnrelatedBusinessRevenueAmt
Exclusion$403,542ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$258,868TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$168,279TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,913,225TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$224,868TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$162,706TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$15,203TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$22,715TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$58,396TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$161,292TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$17,036TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$87,071TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$187,236TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$36,490TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$241,196TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$111,123TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$169,638TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$287,215TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
TRAINING EXPENSE$121,793
DUES & SUBSCRIPTIONS$90,212
BANK CHARGES$51,189
EQUIPMENT LEASE$49,986

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$22,043TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,457,780TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$764,248BOYAmt
EOY$1,190,549EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,485,464BOYAmt
EOY$686,838EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$493,089BOYAmt
EOY$440,531EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$246,783BOYAmt
EOY$398,480EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,420,206LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,188,922LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,429,082BOYAmt
EOY$2,231,284EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,067,262BOYAmt
EOY$4,687,863EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,206,191BOYAmt
EOY$3,047,544EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$3,325BOYAmt
EOY$2,636EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$8,712BOYAmt
EOY$5,544EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,704,156BOYAmt
EOY$12,691,269EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$324,594BOYAmt
EOY$368,896EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$23,539BOYAmt
EOY$482,579EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$4,529,774BOYAmt
EOY$4,170,503EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,940,327BOYAmt
EOY$1,845,671EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$658,116BOYAmt
EOY$647,349EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,476,350BOYAmt
EOY$7,514,998EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,157,508BOYAmt
EOY$5,099,679EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$70,298BOYAmt
EOY$76,592EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,227,806BOYAmt
EOY$5,176,271EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,704,156BOYAmt
EOY$12,691,269EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$46,807ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$901,658NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$70,298BeginningYearBalanceAmt
Investment Earnings Or Losses$6,294InvestmentEarningsOrLossesAmt
End Year Balance$76,592EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$71,300BeginningYearBalanceAmt
Investment Earnings Or Losses-$1,002InvestmentEarningsOrLossesAmt
End Year Balance$70,298EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$75,294BeginningYearBalanceAmt
Investment Earnings Or Losses-$3,994InvestmentEarningsOrLossesAmt
End Year Balance$71,300EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$63,407BeginningYearBalanceAmt
Investment Earnings Or Losses$11,887InvestmentEarningsOrLossesAmt
End Year Balance$75,294EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$59,962BeginningYearBalanceAmt
Investment Earnings Or Losses$3,445InvestmentEarningsOrLossesAmt
End Year Balance$63,407EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY1.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$278,760OtherCostOrOtherBasisAmt
Book Value$278,760BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,417,968OtherCostOrOtherBasisAmt
Depreciation$1,595,135DepreciationAmt
Book Value$1,822,833BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$723,478OtherCostOrOtherBasisAmt
Depreciation$593,787DepreciationAmt
Book Value$129,691BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,231,284TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescCORPORATE BONDSDesc
Book Value$3,047,544BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$3,047,544TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
CAPITAL LEASE OBLIGATIONS$5,544
ALUMNAE CHAPTER FEES FROM INITIATION FEES$641,643
FOUNDATION DONATIONS$162
FieldValueIRS element (for citing)
Total Liability$647,349TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$5,642,396TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$901,658NetUnrealizedGainsInvstAmt
Other Revenue$294,547OtherRevenueAmt
Revenue Not Reported$1,196,205RevenueNotReportedAmt
Revenue Subtotal$4,446,191RevenueSubtotalAmt
Investment Expenses Not Incld$58,396InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$58,396RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,504,587TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,693,931TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$294,547OtherExpensesIncludedAmt
Expenses Not Reported$294,547ExpensesNotReportedAmt
Expenses Subtotal$4,399,384ExpensesSubtotalAmt
Investment Expenses Not Incld2$58,396InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$58,396ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,457,780TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:A PORTION OF COLLEGIATE DUES, NEW MEMBER OR INITIATION FEES IS ALLOCATED FOR HOUSING AND TO BENEFIT ALUMNAE CHAPTERS. CERTAIN HOUSE ASSOCIATIONS ARE REQUIRED TO REMIT EXCESS INCOME TO THE FRATERNITY. POLICY REQUIRES THAT, IN CERTAIN CASES, THE FRATERNITY HOLD FUNDS ON BEHALF OF CHAPTERS AND HOUSE ASSOCIATIONS.
PART V, LINE 4:INVESTMENT EARNINGS FROM ENDOWMENT FUNDS ARE RESTRICTED FOR ARCHIVES PRESERVATION AND DISPLAY.
PART X, LINE 2:THE FRATERNITY HAS EVALUATED TAX POSITIONS TAKEN IN THE TAX RETURNS FILED AND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS DEFINED BY U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES 78,586. COST OF GOODS SOLD 215,961.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES 78,586. COST OF GOODS SOLD 215,961.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxt
NORTH AMERICA - CANADAMEMBERSHIP, PLEDGE, AND INITIATION DUES FROM MEMBERS - $96,457MEMBERSHIP, PLEDGE, AND INITIATION DUES FROM MEMBERS OF FRATERNITY CHAPTERS IN CANADA
NORTH AMERICA - CANADASALES OF JEWELRY AND OTHER INVENTORY ITEMS - $16,009JEWELRY SALES TO CANADIAN CHAPTER MEMBERS
NORTH AMERICA - CANADATECHNOLOGY FEES - $6,195TECHNOLOGY FEES TO CANADIAN CHAPTER MEMBERS
NORTH AMERICA - CANADARISK MANAGAEMENT PROGRAM FEES - $26,640RISK MANAGEMENT PROGRAM REVENUE FROM CHAPTERS IN CANADA
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$0SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$0TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
THETA OMEGA CHAPTER OF ALPHA GAMMA DELTA FRATERNITY
1400 GREEN STREET RUSSELL HOUSE 032COLUMBIASC29208383878997501(C)(7)$25,063$0HOUSING ASSISTANCE
BETA ALPHA CHAPTER OF ALPHA GAMMA DELTA FRATERNITY
2541 NORTH 50TH STREETLINCOLNNE68504470090390501(C)(7)$32,780$0HOUSING ASSISTANCE
EPSILON CHI CHAPTER OF ALPHA GAMMA DELTA FRATERNITY
1516 N MANHATTAN STREETMANHATTANKS66502300882032501(C)(7)$128,350$0HOUSING ASSISTANCE
RHO CHAPTER OF ALPHA GAMMA DELTA FRATERNITY
2118 SUNSET DRIVEAMESIA50014420111665501(C)(7)$35,000$0HOUSING ASSISTANCE
XI CHAPTER OF ALPHA GAMMA DELTA FRATERNITY
1409 NORTH MAIN STREETBLOOMINGTONIL61701370677620501(C)(7)$23,000$0HOUSING ASSISTANCE
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org5TotalOtherOrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonKATIE ABERNATHYPersonNm
TitleCHIEF EXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$143,948BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$6,015DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$11,883NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$161,846TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 2ATHE ORGANIZATION USES A PAYROLL LEASING COMPANY. THEREFORE, THE ORGANIZATION HAS PAYROLL EXPENSES LISTED ON PART IX, LINES 5 THROUGH 10, BUT HAS INDICATED ZERO EMPLOYEES AND NO PAYROLL REPORTS FILED.
FORM 990, PART VI, SECTION A, LINE 6ALPHA GAMMA DELTA FRATERNITY HAS BOTH COLLEGIATE AND ALUMNAE MEMBERS. MEMBERS ARE SOLICITED AND JOIN THE FRATERNITY THROUGH A LOCAL CHAPTER INITIATION PROCESS.
FORM 990, PART VI, SECTION A, LINE 7ATHE ORGANIZATION HAS SPECIAL ELECTION PROCEDURES FOR ELECTING COUNCIL MEMBERS. COUNCIL MEMBERS ARE NOMINATED AND THE NOMINATIONS ARE REVIEWED BY THE ELECTIONS COMMITTEE. THE FOLLOWING INDIVIDUALS ARE ALLOWED TO VOTE AND ELECT INCOMING BOARD MEMBERS: PAST AND CURRENT COUNCIL MEMBERS, VOLUNTEER SERVICE TEAM MEMBERS, COLLEGIATE CHAPTER PRESIDENTS, ALUMNAE CHAPTER PRESIDENTS, INCORPORATED HOUSE ASSOCIATION PRESIDENTS AND CHAPTER ADVISORS.
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION RECEIVES A COPY OF FORM 990 AND IT IS REVIEWED BY THE INTERNATIONAL COUNCIL PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION HAS COUNCIL MEMBERS SUBMIT CONFLICT OF INTEREST DISCLOSURES AT LEAST ANNUALLY. ANY CONFLICTS ARE ADDRESSED ON A CASE-BY-CASE BASIS AND ARE PROMPTLY RESOLVED.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND TAX RETURNS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION HAS AN EXECUTIVE FINANCE COMMITTEE THAT IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT PROCESS AS WELL AS SELECTION OF AN INDEPENDENT ACCOUNTANT.

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