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ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION (EIN 45-2988927)
Tax period
2022-06-01 to 2023-05-31
Filed
2024-03-14
IRS object ID
202440749349300449
Schema version
2022v5.0
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)
Return2024-03-14T12:39:13-05:00ReturnTs
Tax Period End2023-05-31TaxPeriodEndDt

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 Begin2022-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN452988927EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALPHA GAMMA DELTA FRATERNITY HOUSEBusinessNameLine1Txt
Business Name Line2CORPORATIONBusinessNameLine2Txt
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)
PersonLISA SPALDINGPersonNm
Person TitleCHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone3176634200PhoneNum
Signature2024-03-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLISAPersonFirstNm
Person LastSPALDINGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE KEITH CPAPreparerPersonNm
PTINP00963290PTIN
Phone3173475200PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLISA SPALDINGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18710 NORTH MERIDIAN STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46260ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$15,933,305GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.ALPHAGAMMADELTA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTO HOLD TITLE TO, RENT AND MANAGE REAL AND PERSONAL PROPERTY IN AN EFFORT TO FOSTER LEARNING, COMMUNITY AND GROWTH TO THE MEMBERS OF ALPHA GAMMA DELTA FRATERNITY.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI-$62,229TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$7,566NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$266,037PYContributionsGrantsAmt
CY Contributions Grants$151,145CYContributionsGrantsAmt
PY Program Service Revenue$13,255,491PYProgramServiceRevenueAmt
CY Program Service Revenue$13,816,536CYProgramServiceRevenueAmt
PY Investment Income$572,715PYInvestmentIncomeAmt
CY Investment Income$1,599,642CYInvestmentIncomeAmt
PY Other Revenue$76,911PYOtherRevenueAmt
CY Other Revenue-$7,314CYOtherRevenueAmt
PY Total Revenue$14,171,154PYTotalRevenueAmt
CY Total Revenue$15,560,009CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,541,278PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,839,771CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$11,442,837PYOtherExpensesAmt
CY Other Expenses$11,932,448CYOtherExpensesAmt
PY Total Expenses$14,984,115PYTotalExpensesAmt
CY Total Expenses$15,772,219CYTotalExpensesAmt
PY Revenues Less Expenses-$812,961PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$212,210CYRevenuesLessExpensesAmt
Total Assets BOY$52,847,296TotalAssetsBOYAmt
Total Assets EOY$56,862,524TotalAssetsEOYAmt
Total Liabilities BOY$28,422,400TotalLiabilitiesBOYAmt
Total Liabilities EOY$32,691,743TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$24,424,896NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$24,170,781NetAssetsOrFundBalancesEOYAmt
MissionTO HOLD TITLE TO AND RENT AND MANAGE REAL AND PERSONAL PROPERTY IN FURTHERANCE OF THE SOCIAL ACTIVITIES OF MEMBERS OF ALPHA GAMMA DELTA FRATERNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE ORGANIZATION PROVIDES STUDENT HOUSING TO MEMBERS OF ALPHA GAMMA DELTA FRATERNITY IN AN EFFORT TO FOSTER SISTERHOOD AND BUILD COMMUNITY AND CAMARADERIE. THIS INCLUDES MEAL SERVICE TO MEMBERS OF ALPHA GAMMA DELTA FRATERNITY. THE ORGANIZATION ALSO PROVIDES PROPERTY MANAGEMENT SERVICES TO OWNED AND LEASED FACILITIES FOR THE BENEFIT OF ALPHA GAMMA DELTA FRATERNITY MEMBERS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
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 EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document20IRPDocumentCnt
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$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$3,669GrossReceiptsForPublicUseAmt
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 Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
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 Chapters0LocalChaptersInd
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 Line1ANDREA WARFELBusinessNameLine1Txt
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 (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
MARY KATHLEEN TOOMEY DALY
DIRECTOR2.501.00Yes (X)$0$0$0
CAROLINE MAHONEY
DIRECTOR2.501.00Yes (X)$0$0$0
CYNTHIA HUNT
DIRECTOR2.501.00Yes (X)$0$0$0
JENNIFER SMENTEK MORES
DIRECTOR/INTERNATIONAL VICE PRESIDENT2.501.00Yes (X)$0$0$0
MARY BETH DULCEY MORABITO
PRESIDENT5.001.00Yes (X)$0$0$0Yes (X)
LISA MARIE SPALDING
CHIEF EXECUTIVE OFFICER37.501.00$153,643$0$18,160Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$153,643TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$18,160TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
KG MAINTENANCE
2940 CLYDE RDMOSCOWID83843MAINTENANCE SERVICES$526,226
SYSCO FOOD SERVICES
7705 NATIONAL TURNPIKELOUISVILLEKY40214FOOD SERVICES$383,237
US FOODS INC
9399 W HIGGINS RD STE 100ROSEMONTIL60018FOOD SERVICES$259,210
CHENEY BROTHERS INC
1 CHENEY WAYRIVIERA BEACHFL33404FOOD SERVICES$134,991
DKR BUILDERS LTD
4875 HENDRON RDGROVEPORTOH43125GENERAL CONTRACTING SERVICES$132,212
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt
All Other Contributions$151,145AllOtherContributionsAmt
Total Contributions$151,145TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
HOUSE CORP PROGRAM FEE900099$7,573,596$7,573,596
RENTAL INCOME531110$6,161,743$6,161,743
INSURANCE FEES524298$81,197$81,197
FieldValueIRS element (for citing)
Total Program Service Revenue$13,816,536TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,566TotalRevenueColumnAmt
Unrelated Business Revenue$8,566UnrelatedBusinessRevenueAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$3,669RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$74,464RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$70,795RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$70,795TotalRevenueColumnAmt
Unrelated Business Revenue-$70,795UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$1,889,908OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$298,832OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$1,591,076OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,591,076TotalRevenueColumnAmt
Exclusion$1,591,076ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$63,481TotalRevenueColumnAmt
Related Or Exempt Func Income$63,481RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$63,481OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,560,009TotalRevenueColumnAmt
Related Or Exempt Func Income$13,880,017RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$62,229UnrelatedBusinessRevenueAmt
Exclusion$1,591,076ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$177,695TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,003,204TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$371,277TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$287,595TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$115,853TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$75,226TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$160,687TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$650,801TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,906,922TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$65,412TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,574,404TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,897,719TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$376,340TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
FOOD SUPPLIES$1,865,107
PROPERTY TAXES$179,908
MISCELLANEOUS EXPENSE$26,970
BANK CHARGES$20,879

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$16,220TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$15,772,219TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,138,490BOYAmt
EOY$1,830,202EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$770,761BOYAmt
EOY$1,000,195EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$472,079BOYAmt
EOY$313,943EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$66,912,691LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$17,414,619LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$47,359,643BOYAmt
EOY$49,498,072EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,106,323BOYAmt
EOY$4,220,112EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$52,847,296BOYAmt
EOY$56,862,524EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$654,483BOYAmt
EOY$538,238EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,768BOYAmt
EOY$10,438EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$27,745,993BOYAmt
EOY$28,230,572EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,156BOYAmt
EOY$3,912,495EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$28,422,400BOYAmt
EOY$32,691,743EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$24,424,896BOYAmt
EOY$24,170,781EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,424,896BOYAmt
EOY$24,170,781EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$52,847,296BOYAmt
EOY$56,862,524EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$212,210ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$41,905OtherChangesInNetAssetsAmt
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)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
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

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,824,392OtherCostOrOtherBasisAmt
Book Value$8,824,392BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$52,247,344OtherCostOrOtherBasisAmt
Depreciation$14,060,570DepreciationAmt
Book Value$38,186,774BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,840,955OtherCostOrOtherBasisAmt
Depreciation$3,354,049DepreciationAmt
Book Value$2,486,906BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$49,498,072TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
CONSTRUCTION IN PROGRESS$160,300
LOAN FEES$124,218
RIGHT OF USE ASSET$3,935,594
FieldValueIRS element (for citing)
Total Book Value Other Assets$4,220,112TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO FRATNERITY$35,469
LEASE OBLIGATION$3,877,026
FieldValueIRS element (for citing)
Total Liability$3,912,495TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$15,634,473TotalRevEtcAuditedFinclStmtAmt
Other Revenue$74,464OtherRevenueAmt
Revenue Not Reported$74,464RevenueNotReportedAmt
Revenue Subtotal$15,560,009RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$15,560,009TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$15,846,683TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$74,464OtherExpensesIncludedAmt
Expenses Not Reported$74,464ExpensesNotReportedAmt
Expenses Subtotal$15,772,219ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$15,772,219TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE ORGANIZATION HAS EVALUATED TAX POSITIONS TAKEN IN THE TAX RETURNS FILED AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS AS DEFINED BY U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES 74,464.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES 74,464.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLISA MARIE SPALDINGPersonNm
TitleCHIEF EXECUTIVE OFFICERTitleTxt
Base Compensation Filing Org$153,643BaseCompensationFilingOrgAmt
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$6,368DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$11,792NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$171,803TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 2A:THE ORGANIZATION USES AN EMPLOYEE LEASING COMPANY FOR PAYROLL. THEREFORE, IT TECHNICALLY DOES NOT HAVE ANY EMPLOYEES AND PAYROLL RETURNS ARE FILED BY THE LEASING COMPANY.
FORM 990, PART VI, SECTION A, LINE 6THE MEMBERS OF THE CORPORATION ARE THE INITIATED COLLEGIATE AND ALUMNAE MEMBERS OF ALPHA GAMMA DELTA FRATERNITY, WHOSE MEMBERSHIP IS IN GOOD STANDING.
FORM 990, PART VI, SECTION A, LINE 7AALL DIRECTORS OF THE CORPORATION MUST BE ALUMNAE MEMBERS OF ALPHA GAMMA DELTA FRATERNITY, IN GOOD STANDING. DIRECTORS SHALL BE ELECTED BY OTHER DIRECTORS AT A REGULAR MEETING OF THE BOARD OF DIRECTORS OR AT A SPECIAL MEETING CALLED FOR THAT PURPOSE.
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION RECEIVES A COPY OF FORM 990 AND IT IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION HAS BOARD 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 XI, LINE 9:CAPITAL DISTRIBUTIONS - HOUSE CORPORATIONS -41,905.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT PROCESS AS WELL AS SELECTION OF AN INDEPENDENT ACCOUNTANT.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (21 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
ALPHA GAMMA DELTA PROPERTY MANAGEMENT LLC
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260453130340PROPERTY MANAGEMENT ENTITYOK$85,074ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
AGD - FHC ASSET MANAGEMENT LLC
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260PERSONAL PROPERTY HOLDING ENTITYOKALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
AGD - FHC PROPERTY LEASING LLC
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260PROPERTY LEASING ENTITYOKALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
AGD FRATERNITY HOUSING CORPORATION-ALPHA (SYRACUSE UNIVERSITY) LLC
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260900827369TITLE HOLDING ENTITYOK$603,010ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
AGD FRATERNITY HOUSING CORPORATION-EPSILON BETA (UNIVERSITY OF KANSAS) LLC
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260TITLE HOLDING ENTITYOKALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
AGD FRATERNITY HOUSING CORPORATION - ALPHA LAMBDA (OHIO STATE UNIV) LLC
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260TITLE HOLDING ENTITYOK$997,568ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
AGD FRATERNITY HOUSING CORPORATION - BETA DELTA (INDIANA UNIVERSITY) LLC
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260TITLE HOLDING ENTITYOK$5,681,573ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
AGD FRATERNITY HOUSING CORPORATION - ZETA (OHIO UNIVERSITY) LLC
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260TITLE HOLDING ENTITYOK$1,583,646ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
AGD FRATERNITY HOUSING CORPORATION - ALPHA UPSILON (CENTRAL MICH UNIV) LLC
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260TITLE HOLDING ENTITYOK$302,304ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
AGD FRATERNITY HOUSING CORPORATION - BETA BETA (N DAKOTA STATE UNIV) LLC
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260TITLE HOLDING ENTITYOK$2,367,853ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
AGD FRATERNITY HOUSING CORPORATION - DELTA EPSILON (UNIV OF CALIFORNIA) LLC
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260TITLE HOLDING ENTITYOK$6,109,627ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
AGD FRATERNITY HOUSING CORPORATION - XI (ILLNOIS WESLEYAN UNIVERSITY) LLC
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260TITLE HOLDING ENTITYOK$1,128,422ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
AGD FRATERNITY HOUSING CORPORATION - OMICRON (UNIV OF CAL BERKELEY) LLC
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260TITLE HOLDING ENTITYOKALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
AGD FRATERNITY HOUSING CORPORATION - THETA OMEGA (UNIV OF S CAROLINA) LLC
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260TITLE HOLDING ENTITYOK$237,384ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
AGD FRATERNITY HOUSING CORP - DELTA PHI (CAL POLYTECH STATE UNIV) LLC
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260TITLE HOLDING ENTITYOKALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
AGD FRATERNITY HOUSING CORP - EPSILON NU (UNIV OF CENTRAL OKLAHOMA) LLC
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260237091970TITLE HOLDING ENTITYOK$4,007,796ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
AGD FRATERNITY HOUSING CORP - PHI (OREGON STATE UNIVERSITY) LLC
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260936031909TITLE HOLDING ENTITYOK$2,628,191ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
BUTTERFIELD PROPERTIES LLC (EPSILON CHI)
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260TITLE HOLDING ENTITYOK$3,425,045ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
AGD FRATERNITY HOUSING CORP - BETA ALPHA (NEBRASKA WESLEYAN UNIVERSITY) LLC
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260TITLE HOLDING ENTITYOK$540,375ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
AGD FRATERNITY HOUSING CORP - ZETA EPSILON (MICHIGAN TECH UNIVERSITY) LLC
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260TITLE HOLDING ENTITYOK$255,769ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION
AGD FRATERNITY HOUSING CORP - ZETA ZETA (WORCESTER POLYTECH INSTITUTE) LLC
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260TITLE HOLDING ENTITYOK$718,549ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATION

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
HOUSE ASSOCIATION OF EPSILON KAPPA CHAPTER
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260486117485CHAPTER HOUSING ACTIVITIES FOR THE EPSILON KAPPA CHAPTERKS501(C)(2)ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATIONYes (1)
EPSILON MU HOUSE CORPORATION OF ALPHA DELTA OF HAYS KANSAS
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260486108643CHAPTER HOUSING ACTIVITIES FOR THE EPSILON MU CHAPTERKS501(C)(2)ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATIONYes (1)
DELTA CHAPTER OF ALPHA GAMMA DELTA FRATERNITY HOUSE ASSOCIATION
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260416032698CHAPTER HOUSING ACTIVITIES FOR THE DELTA CHAPTERMN501(C)(2)ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATIONYes (1)
ALPHA GAMMA DELTA FRATERNITY HOUSE ASSOC OMEGA CHAPTER
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260346557707CHAPTER HOUSING ACTIVITIES FOR THE OMEGA CHAPTEROH501(C)(2)ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATIONYes (1)
BETA XI OF ALPHA GAMMA DELTA HOUSE ASSOCIATION
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260237006419CHAPTER HOUSING ACTIVITIES FOR THE BETA XI CHAPTERIN501(C)(2)ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATIONYes (1)
ALPHA GAMMA DELTA HOUSE ASSOCIATION SIGMA
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260376045974CHAPTER HOUSING ACTIVITIES FOR THE SIGMA CHAPTERIL501(C)(2)ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATIONYes (1)
THETA IOTA CHAPTER HOUSING CORPORATION
8710 NORTH MERIDIAN STREETINDIANAPOLISIN46260611230466CHAPTER HOUSING ACTIVITIES FOR THE THETA IOTA CHAPTERKY501(C)(2)ALPHA GAMMA DELTA FRATERNITY HOUSING CORPORATIONYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
HOUSE ASSOCIATION OF EPSILON KAPPA CHAPTER OF ALPHA GAMMA DELTA
C$20,100FMV OF CONTRIBUTION
EPSILON MU HOUSE CORPORATION OF ALPHA GAMMA DELTA OF HAYS KANSAS
C$28,104FMV OF CONTRIBUTION
DELTA CHAPTER OF ALPHA GAMMA DELTA FRATERNITY HOUSE ASSOCIATION
B$58,293FMV OF CONTRIBUTION
ALPHA GAMMA DELTA FRATERNITY HOUSE ASSOCIATION OMEGA CHAPTER
B$10,969FMV OF CONTRIBUTION
BETA XI OF ALPHA GAMMA DELTA HOUSE ASSOCIATION
C$14,486FMV OF CONTRIBUTION
ALPHA GAMMA DELTA HOUSE ASSOCIATION SIGMA
B$33,427FMV OF CONTRIBUTION
THETA IOTA CHAPTER HOUSING CORPORATION
B$1,906FMV OF CONTRIBUTION