ALPHA GAMMA DELTA FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ALPHA GAMMA DELTA FOUNDATION INC (EIN 35-2057322)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2024-09-27
- IRS object ID
- 202432719349300413
- Schema version
- 2023v5.1
- 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) |
|---|---|---|
| Return | 2024-09-27T08:41:37-05:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 N MERIDIAN ST STE 400 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352057322 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPHA GAMMA DELTA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALPH | BusinessNameControlTxt |
| Phone | 3176634242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8710 NORTH MERIDIAN STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE A WAITMAN | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 3176634242 | PhoneNum |
| Signature | 2024-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA N CRAWFORD CPA | PreparerPersonNm |
| PTIN | P00573197 | PTIN |
| Phone | 3178488920 | PhoneNum |
| Preparation | 2024-09-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JULIE A WAITMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8710 NORTH MERIDIAN STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,458,945 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALPHAGAMMADELTAFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 90 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,967,921 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,911,653 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$218,485 | PYInvestmentIncomeAmt |
| CY Investment Income | $491,569 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,749,436 | PYTotalRevenueAmt |
| CY Total Revenue | $2,403,222 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $842,278 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $933,399 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $482,006 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $564,982 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $412,661 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $433,356 | PYOtherExpensesAmt |
| CY Other Expenses | $386,700 | CYOtherExpensesAmt |
| PY Total Expenses | $1,757,640 | PYTotalExpensesAmt |
| CY Total Expenses | $1,885,081 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$8,204 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $518,141 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,857,273 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,806,482 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $197,135 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $216,783 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,660,138 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,589,699 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $300,563 | ExpenseAmt |
| Grant | $234,500 | GrantAmt |
| Desc | 175 UNDERGRADUATE AND GRADUATE SCHOLARSHIP GRANTS TO MEMBERS OF ALPHA GAMMA DELTA ADVANCING AND COMPLETING THEIR EDUCATION AT INSTITUTIONS OF HIGHER EDUCATION IN CRITICAL FIELDS INCLUDING BIOTECHNOLOGY, MEDICINE, EDUCATION, HEALTH CARE, AGRICULTURE, THE ARTS AND MANY MORE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $289,772 | ExpenseAmt |
| Grant | $275,000 | GrantAmt |
| Desc | GRANTS TO 39 ORGANIZATIONS IN 19 STATES AND 2 PROVINCES FIGHTING THE CRITICAL ISSUE OF HUNGER ON THE MOST LOCAL COMMUNITY LEVEL. GRANT SUPPORTED PROGRAMS INCLUDED FRESH PRODUCE, MOBILE PANTRY, FOOD RESCUE, SCHOOL BREAKFAST AND BACKPACK PROGRAMS AND SUPPORTING OUR VULNERABLE SENIOR POPULATION THROUGH MEALS ON WHEELS FOOD DELIVERY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $269,956 | ExpenseAmt |
| Grant | $250,000 | GrantAmt |
| Desc | ONE-YEAR PROGRAM GRANTS TO ALPHA GAMMA DELTA FRATERNITY FOR EDUCATIONAL, LEADERSHIP AND PHILANTHROPIC INITIATIVES. HIGHLIGHTS INCLUDED FUNDING FOR: ACORN - A LEARNING MANAGEMENT PLATFORM ACCESSIBLE TO ALL 145,000 LIVING MEMBERS OF THE FRATERNITY. THE CATALOGUE OF COURSES INCLUDES HOW TO COMMAND A ROOM, MENTAL HEALTH RESOURCES, DIVERSITY, EQUITY, INCLUSION AND BELONGING; HEALTHY RELATIONSHIPS, IMPOSTER SYNDROME AND MUCH MORE. ALCOHOL SKILLS TRAINING PROGRAM - 1,371 COLLEGIANS FROM 31 CHAPTERS ACROSS NORTH AMERICA PARTICIPATED IN ON-SITE TRAINING, FOCUSING ON UNDERSTANDING EFFECTS OF ALCOHOL, REDUCING RISKY BEHAVIORS AND EVALUATION OF PERSONAL CONSUMPTION BEHAVIORS.DEI SPIRIT WEEK PROGRAM DEVELOPMENT - LAUNCHING IN JULY 2024, MORE THAN 8.000 COLLEGIATE WOMEN WILL LEARN HOW THEIR LANGUAGE AND ACTIONS IMPACT AND INFLUENCE INCLUSIVE AND NON-INCLUSIVE ENVIRONMENTS, AND HOW TO LEAD WELCOMING AND INCLUSIVE CONVERSATIONS.EMPOWER - ALPHA GAMMA DELTA'S LEADERSHIP PROGRAM FOR THE HIGHEST MOTIVATED LEVEL OF LEADERS. LED BY 8 ALUMNAE PROFESSIONALS AND 8 PEER MENTORS, 96 COLLEGIATE WOMEN FROM ACROSS NORTH AMERICA WOMEN PARTICIPATED IN THIS COHORT MODEL WHERE THEY DEFINED THEIR PERSONAL VISIONS AND LEADERSHIP STYLES AND CREATED STRATEGIES TO SET GOALS AND BUILD RELATIONSHIPS TO POSITIVELY IMPACT THEIR COMMUNITIES. THE PROGRAM CONCLUDED WITH AN IN-PERSON, WEEKEND CAPSTONE EXPERIENCE. LEADERSHIP CONSULTANT PROGRAM - 147 HANDS-ON LEADERSHIP AND PERSONAL/PROFESSIONAL DEVELOPMENT TRAINING AND COACHING VISITS DELIVERED TO 18-22 YEAR OLD COLLEGIATE WOMEN AT 89 ALPHA GAMMA DELTA CHAPTERS ACROSS THE UNITED STATES AND CANADA, IMPACTING THE MAJORITY OF OUR 11,000 COLLEGIATE WOMEN. MENTAL HEALTH - THE CALL TO CONTINUE SUPPORTING MENTAL HEALTH INITIATIVES REMAINS LOUD AND CLEAR FROM OUR 18-22 YEAR OLD MEMBERS. GRANT FUNDS UNDERWROTE SELF-CARE INVENTORIES, GROUP CONSULTATIONS AND MICRO-LEARNING OPPORTUNITIES FOCUSING ON TOPICS SUCH AS CONFIDENCE, TRUST BUILDING, BELONGING AND ENGAGEMENT, BOUNDARIES, WORK-LIFE INTEGRATION AND ACCOUNTABILITY. WHILE FOCUSED ON OUR YOUNGEST MEMBERS, THESE RESOURCES ARE AVAILABLE TO OUR FULL MEMBERSHIP OF OVER 145,000 WOMEN. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $153,135 | $129,399 | EDUCATIONAL AREA HOUSING GRANTS PROVIDING EQUIPMENT AND FACILITIES THAT SUPPORT ACADEMIC SUCCESS FOR 10 COLLEGIATE CHAPTERS THROUGHOUT THE UNITED STATES. |
| $36,590 | $25,000 | 32 HARDSHIP FINANCIAL GRANT ASSISTANCE AND DISASTER RELIEF GRANTS TO 26 SISTERS OF ALPHA GAMMA DELTA EXPERIENCING UNIMAGINABLE CIRCUMSTANCES INCLUDING SERIOUS ILLNESS, FAMILY CRISIS, FINANCIAL DISTRESS AND MORE. |
| $8,513 | $5,500 | 11 GRANTS TO 9 MEMBERS OF ALPHA GAMMA DELTA WHO ARE CONTINUING THEIR EDUCATIONAL AND PROFESSIONAL DEVELOPMENT ON A PART-TIME BASIS. |
| $63,247 | $14,000 | MISCELLANEOUS GRANTS, ACADEMIC RECOGNITION PROGRAMS, EVENTS, COMMUNICATIONS AND GENERAL MANAGEMENT OF ALPHA GAMMA DELTA FOUNDATION'S GRANT, EDUCATION AND SCHOLARSHIP PROGRAMS INCLUDING ACCESSIBILITY TO APPLICATIONS, PROGRAM EDUCATION AND AWARENESS, AND REPORTING OF PROGRAM IMPACT. PRINT COMMUNICATIONS REACH OVER 129,000 COLLEGIATE AND ALUMNAE MEMBERS OF ALPHA GAMMA DELTA. WEBSITE AND SOCIAL MEDIA COMMUNICATIONS ARE AVAILABLE 24/7 TO THE PUBLIC. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $261,485 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $173,899 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $1,121,776 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIE A WAITMAN CHIEF EXECUTIVE OFFICER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176634242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8710 NORTH MERIDIAN STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| JULIE WAITMAN | ||||||
| CEO AND SECRETARY | 40.00 | Yes (X) | $124,018 | $0 | $12,611 | |
| BOBETTE SANDIFER THOMPSON | ||||||
| BOARD MEMBER BEG 1/24 | 5.00 | $0 | $0 | $0 | Yes (X) | |
| CHRIS FEDOR | ||||||
| TREASURER | 40.00 | Yes (X) | $65,661 | $0 | $20,668 | |
| CAROL RICHARDS PESKE | ||||||
| CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ADRIENNE KERR BECKETT | ||||||
| VICE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MELISSA JACOBSON JAMES | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| LEE WOODHAM LANGUB | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| MARTHA PETRY PARHAM | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| MAURIE JONES PHELAN | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| LYNNE DUNFORD ROSSELL | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| SYLVIE KRAMER WEIKERT | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $189,679 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $33,279 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,911,653 | AllOtherContributionsAmt |
| Noncash Contributions | $36,033 | NoncashContributionsAmt |
| Total Contributions | $1,911,653 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $352,792 | TotalRevenueColumnAmt |
| Exclusion | $352,792 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,194,500 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,055,723 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $138,777 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $138,777 | TotalRevenueColumnAmt |
| Exclusion | $138,777 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,403,222 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $491,569 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $643,199 | TotalAmt |
| Program Services | $643,199 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,000 | TotalAmt |
| Program Services | $261,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,200 | TotalAmt |
| Program Services | $29,200 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,470 | TotalAmt |
| Program Services | $46,069 | ProgramServicesAmt |
| Management And General | $104,262 | ManagementAndGeneralAmt |
| Fundraising | $92,139 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,225 | TotalAmt |
| Program Services | $46,932 | ProgramServicesAmt |
| Management And General | $106,104 | ManagementAndGeneralAmt |
| Fundraising | $96,189 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,201 | TotalAmt |
| Program Services | $1,919 | ProgramServicesAmt |
| Management And General | $4,340 | ManagementAndGeneralAmt |
| Fundraising | $3,942 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,801 | TotalAmt |
| Program Services | $4,015 | ProgramServicesAmt |
| Management And General | $15,526 | ManagementAndGeneralAmt |
| Fundraising | $8,260 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,285 | TotalAmt |
| Program Services | $6,633 | ProgramServicesAmt |
| Management And General | $15,226 | ManagementAndGeneralAmt |
| Fundraising | $13,426 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,927 | TotalAmt |
| Program Services | $8,546 | ProgramServicesAmt |
| Management And General | $153 | ManagementAndGeneralAmt |
| Fundraising | $7,228 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,047 | TotalAmt |
| Program Services | $9,137 | ProgramServicesAmt |
| Management And General | $30,910 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,697 | TotalAmt |
| Program Services | $36,752 | ProgramServicesAmt |
| Management And General | $17,945 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,141 | TotalAmt |
| Program Services | $10,990 | ProgramServicesAmt |
| Management And General | $5,266 | ManagementAndGeneralAmt |
| Fundraising | $41,885 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,463 | TotalAmt |
| Program Services | $11,218 | ProgramServicesAmt |
| Management And General | $18,023 | ManagementAndGeneralAmt |
| Fundraising | $38,222 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,881 | TotalAmt |
| Program Services | $4,871 | ProgramServicesAmt |
| Management And General | $10,307 | ManagementAndGeneralAmt |
| Fundraising | $15,703 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,439 | TotalAmt |
| Program Services | $1,656 | ProgramServicesAmt |
| Management And General | $16,480 | ManagementAndGeneralAmt |
| Fundraising | $16,303 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132 | TotalAmt |
| Fundraising | $132 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,549 | TotalAmt |
| Program Services | $671 | ProgramServicesAmt |
| Management And General | $1,518 | ManagementAndGeneralAmt |
| Fundraising | $1,360 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,821 | TotalAmt |
| Management And General | $1,821 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MAILING & TELEMARKETING | $37,075 | $37,075 | |
| ALLOCATION OF FUNDRAISI | $26,096 | $26,096 | |
| BANKING AND FINANCE FEE | $19,684 | $364 | $19,320 |
| REGISTRATION FEES | $11,462 | $6,018 | $5,444 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$14,714 | TotalAmt |
| Program Services | -$1,032 | ProgramServicesAmt |
| Management And General | -$22,001 | ManagementAndGeneralAmt |
| Fundraising | $8,319 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,885,081 | TotalAmt |
| Program Services | $1,121,776 | ProgramServicesAmt |
| Management And General | $350,644 | ManagementAndGeneralAmt |
| Fundraising | $412,661 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,338 | BOYAmt |
| EOY | $479,985 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $571,092 | BOYAmt |
| EOY | $192,814 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,470 | BOYAmt |
| EOY | $22,455 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,976 | BOYAmt |
| EOY | $36,615 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $91,111 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $83,242 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,841 | BOYAmt |
| EOY | $7,869 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,855,230 | BOYAmt |
| EOY | $13,021,239 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,326 | BOYAmt |
| EOY | $45,505 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,857,273 | BOYAmt |
| EOY | $13,806,482 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,230 | BOYAmt |
| EOY | $171,278 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,905 | BOYAmt |
| EOY | $45,505 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,135 | BOYAmt |
| EOY | $216,783 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,648,096 | BOYAmt |
| EOY | $4,121,018 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,012,042 | BOYAmt |
| EOY | $9,468,681 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,660,138 | BOYAmt |
| EOY | $13,589,699 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,857,273 | BOYAmt |
| EOY | $13,806,482 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $518,141 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,411,420 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,274,832 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,316,695 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,845,855 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,967,921 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,911,653 | CurrentTaxYearAmt |
| Total | $8,316,956 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,274,832 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,316,695 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,845,855 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,967,921 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,911,653 | CurrentTaxYearAmt |
| Total | $8,316,956 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $89,147 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,227,809 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $243,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $166,034 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $222,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $256,255 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $352,792 | CurrentTaxYearAmt |
| Total | $1,241,365 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,558,321 | TotalSupportAmt |
| Public Support CY170 | 0.86080 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86050 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,227,022 | BeginningYearBalanceAmt |
| Contributions | $425,689 | ContributionsAmt |
| Investment Earnings Or Losses | $1,157,567 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $190,097 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $119,834 | AdministrativeExpensesAmt |
| End Year Balance | $8,500,347 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,252,864 | BeginningYearBalanceAmt |
| Contributions | $410,318 | ContributionsAmt |
| Investment Earnings Or Losses | -$80,726 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $248,965 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $106,469 | AdministrativeExpensesAmt |
| End Year Balance | $7,227,022 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,878,929 | BeginningYearBalanceAmt |
| Contributions | $461,275 | ContributionsAmt |
| Investment Earnings Or Losses | -$779,235 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $188,075 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $120,030 | AdministrativeExpensesAmt |
| End Year Balance | $7,252,864 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,173,198 | BeginningYearBalanceAmt |
| Contributions | $301,294 | ContributionsAmt |
| Investment Earnings Or Losses | $1,688,158 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $177,557 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $106,164 | AdministrativeExpensesAmt |
| End Year Balance | $7,878,929 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,082,507 | BeginningYearBalanceAmt |
| Contributions | $187,205 | ContributionsAmt |
| Investment Earnings Or Losses | $203,981 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $203,769 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $96,726 | AdministrativeExpensesAmt |
| End Year Balance | $6,173,198 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00152 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.81850 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17998 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $91,111 | OtherCostOrOtherBasisAmt |
| Depreciation | $83,242 | DepreciationAmt |
| Book Value | $7,869 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,869 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $45,505 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $45,505 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,759,945 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,411,420 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,411,420 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,348,525 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $54,697 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $54,697 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,403,222 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,830,384 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,830,384 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $54,697 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $54,697 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,885,081 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE TO BE USED FOR SCHOLARSHIPS AND GRANTS TO MEMBERS, AND LEADERSHIP AND EDUCATIONAL GRANTS TO ALPHA GAMMA DELTA FRATERNITY. |
| PART X, LINE 2: | FEDERAL INCOME TAX: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION OTHER THAN A PRIVATE FOUNDATION, AND IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND RELATED STATE LAWS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION 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 THE FOUNDATION, AND HAS CONCLUDED THAT AS OF MAY 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. AS SUCH, THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND A SIMILAR STATE RETURN, WHICH ARE INFORMATIONAL RETURNS ONLY. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANTS TO RECIPIENTS | TypeOfActivitiesConductedTxt |
| Specific Services Provided | HUNGER RELIEF GRANTS | SpecificServicesProvidedTxt |
| Region Total Expenditures | $29,200 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $29,200 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $29,200 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| NORTH AMERICA | HUNGER RELIEF | $6,000 | CHECK | $0 |
| NORTH AMERICA | HUNGER RELIEF | $6,000 | CHECK | $0 |
| NORTH AMERICA | HUNGER RELIEF | $10,000 | CHECK | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT DETERMINATION - THE FOUNDATION DETERMINES ELIGIBLE GRANT RECIPIENTS OBJECTIVELY BASED UPON ESTABLISHED CRITERIA AND CHECKING CHARITABLE STATUS IN THEIR RESPECTIVE COUNTRIES. ALL GRANT PROGRAMS REQUIRE COMPLETION OF A PROGRAM-SPECIFIC FORMAL APPLICATION. DEPENDING UPON THE PROGRAM, APPLICATIONS ARE REVIEWED BY VOLUNTEER COMMITTEES WHO MAKE RECOMMENDATION FOR APPROVAL TO THE CEO. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (36 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AMERICA'S SECOND HARVEST BIG BEND | ||||||||
| 4446 ENTREPOT BLVD | TALLAHASSEE | FL | 32310 | 592610345 | 501(C)(3) | $10,000 | $0 | HUNGER RELIEF |
| ASTER AGING INC | ||||||||
| 45 W UNIVERSITY DR | MESA | AZ | 85201 | 942596075 | 501(C)(3) | $6,000 | $0 | HUNGER RELIEF |
| CATHOLIC CHARITIES ARCHDIOCESE GALV-HOU | ||||||||
| 2900 LOUISIANA ST | HOUSTON | TX | 77006 | 741109733 | 501(C)(3) | $10,000 | $0 | HUNGER RELIEF |
| FEEDING NORTHEAST FLORIDA | ||||||||
| 1116 EDGEWOOD AVE N UNITS D/E | JACKSONVILLE | FL | 32254 | 465014769 | 501(C)(3) | $10,000 | $0 | HUNGER RELIEF |
| FILLING IN THE BLANKS | ||||||||
| 346 MAIN AVE 3A | NORWALK | CT | 06840 | 464980002 | 501(C)(3) | $10,000 | $0 | HUNGER RELIEF |
| FOOD BANK OF NORTHEAST ARKANSAS | ||||||||
| 3414 ONE PL | JONESBORO | AR | 72404 | 710810999 | 501(C)(3) | $10,000 | $0 | HUNGER RELIEF |
| FOOD FINDERS FOOD BANK | ||||||||
| 1204 GREENBUSH ST | LAFAYETTE | IN | 47904 | 311020198 | 501(C)(3) | $6,000 | $0 | HUNGER RELIEF |
| FORKIDS | ||||||||
| 1001 POINDEXTER ST | CHESAPEAKE | VA | 23324 | 541477799 | 501(C)(3) | $6,000 | $0 | HUNGER RELIEF |
| GLEANERS FOOD BANK OF INDIANA | ||||||||
| 3737 WALDEMERE AVE | INDIANAPOLIS | IN | 46241 | 351484868 | 501(C)(3) | $7,500 | $0 | HUNGER RELIEF |
| GOODROOTS NW | ||||||||
| PO BOX 7521 | BONNEY LAKE | WA | 98391 | 270270499 | 501(C)(3) | $6,000 | $0 | HUNGER RELIEF |
| HELPING HANDS FOUNDATION OF SURRY CO | ||||||||
| 227 ROCKFORD ST | MOUNT AIRY | NC | 27030 | 454896030 | 501(C)(3) | $5,100 | $0 | HUNGER RELIEF |
| HISPANIC CENTER LEHIGH VALLEY | ||||||||
| 520 E 4TH ST | BETHLEHEM | PA | 18015 | 231882308 | 501(C)(3) | $5,100 | $0 | HUNGER RELIEF |
| LIFECARE ALLIANCE | ||||||||
| 1699 W MOUND ST | COLUMUBS | OH | 43223 | 314379494 | 501(C)(3) | $7,500 | $0 | HUNGER RELIEF |
| LIFT-UP | ||||||||
| PO BOX 1928 | RIFLE | CO | 81650 | 840896801 | 501(C)(3) | $10,000 | $0 | HUNGER RELIEF |
| MEALS ON WHEELS OF LONG BEACH | ||||||||
| PO BOX 15688 | LONG BEACH | CA | 90815 | 952829715 | 501(C)(3) | $10,000 | $0 | HUNGER RELIEF |
| NALWOODI DENZHONE COMMUNITY | ||||||||
| PO BOX 758 | GLOBE | AZ | 85502 | 473741425 | 501(C)(3) | $5,500 | $0 | HUNGER RELIEF |
| NORTHERN ILLINOIS FOOD BANK | ||||||||
| 273 DEARBORN CT | GENEVA | IL | 60134 | 363203648 | 501(C)(3) | $5,100 | $0 | HUNGER RELIEF |
| PEOPLE'S RESOURCE CENTER | ||||||||
| 201 S NAPERVILLE RD | WHEATON | IL | 60187 | 363157600 | 501(C)(3) | $5,500 | $0 | HUNGER RELIEF |
| SECOND HARVEST FOOD BANK OF MIDDLE TN | ||||||||
| 331 GREAT CIRCLE RD | NASHVILLE | TN | 37228 | 621049447 | 501(C)(3) | $25,000 | $0 | HUNGER RELIEF |
| THE BULB GALLERY | ||||||||
| 933 LOUISE AVE 493 | CHARLOTTE | NC | 28205 | 814676117 | 501(C)(3) | $6,000 | $0 | HUNGER RELIEF |
| THE FOOD BANK FOR CENTRAL & NE MO | ||||||||
| 2101 VANDIVER DR | COLUMBIA | MO | 65202 | 431238934 | 501(C)(3) | $7,000 | $0 | HUNGER RELIEF |
| WICHITA FALLS AREA FOOD BANK | ||||||||
| 1230 MIDWESTERN PKWY | WICHITA FALLS | TX | 76302 | 751812865 | 501(C)(3) | $25,000 | $0 | HUNGER RELIEF |
| ALPHA GAMMA DELTA FRATERNITY | ||||||||
| 8710 N MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | 221550561 | 501(C)(7) | $63,758 | $0 | MENTAL HEALTH PROGRAMS INCLUDING SELF-CARE, GROUP DYNAMICS AND MANAGING UNCERTAINTY. |
| ALPHA GAMMA DELTA FRATERNITY | ||||||||
| 8710 N MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | 221550561 | 501(C)(7) | $4,420 | $0 | TO BETTER INCORPORATE DIVERSITY, EQUITY AND INCLUSION EDUCATION INTO OUR CULTURE, THEMES WILL CONTINUE TO BE INCORPORATED INTO THE EMBARK PATH OF THE EPSILON PI JOURNEY AND DURING SPRIT WEEK. BASED ON OUTCOMES FROM DEI AUDIT. |
| ALPHA GAMMA DELTA FRATERNITY | ||||||||
| 8710 N MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | 221550561 | 501(C)(7) | $75,241 | $0 | EMPOWER LEADERSHIP PROGRAM FOR OUR MOST MOTIVATED LEADERS. |
| ALPHA GAMMA DELTA FRATERNITY | ||||||||
| 8710 N MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | 221550561 | 501(C)(7) | $13,260 | $0 | THE ALCOHOL SKILLS TRAINING PROGRAM PROVIDES ALCOHOL EDUCATION TO COLLEGIATE CHAPTERS ON A THREE-YEAR ROTATION, IMPACTING NEARLY 4,000 COLLEGIATE WOMEN IN ALPHA GAM ANNUALLY. |
| ALPHA GAMMA DELTA FRATERNITY | ||||||||
| 8710 N MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | 221550561 | 501(C)(7) | $38,624 | $0 | ACORN: VIRTUAL LEARNING/MANAGEMENT SYSTEM AND TRAINING PROGRAMS AVAILABLE TO ALL MEMBERS. |
| ALPHA GAMMA DELTA FRATERNITY | ||||||||
| 8710 N MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | 221550561 | 501(C)(7) | $54,698 | $0 | LEADERSHIP CONSULTANT PROGRAM - HANDS ON COLLEGIATE LEADERSHIP TRAINING ACROSS NORTH AMERICA. |
| AGD FRATERNITY HOUSING CORPORATION (BETA BETA) | ||||||||
| 8710 N MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | 452988927 | 501(C)(7) | $22,822 | $0 | EDUCATIONAL AREA GRANT - BETA BETA EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. |
| AGD FRATERNITY HOUSING CORPORATION (BETA XI) | ||||||||
| 8710 N MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | 452988927 | 501(C)(7) | $35,942 | $0 | EDUCATIONAL AREA GRANT - BETA XI EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. |
| AGD FRATERNITY HOUSING CORPORATION (DELTA) | ||||||||
| 8710 N MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | 452988927 | 501(C)(7) | $11,697 | $0 | EDUCATIONAL AREA GRANT - DELTA EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. |
| AGD FRATERNITY HOUSING CORPORATION (EPSILON KAPPA) | ||||||||
| 8710 N MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | 452988927 | 501(C)(7) | $7,114 | $0 | EDUCATIONAL AREA GRANT - EPSILON KAPPA EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. |
| AGD FRATERNITY HOUSING CORPORATION (EPSILON NU) | ||||||||
| 8710 N MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | 452988927 | 501(C)(7) | $11,475 | $0 | EDUCATIONAL AREA GRANT - EPSILON NU EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. |
| AGD FRATERNITY HOUSING CORPORATION (EPSILON) | ||||||||
| 8710 N MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | 452988927 | 501(C)(7) | $17,592 | $0 | EDUCATIONAL AREA GRANT - EPSILON EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. |
| AGD FRATERNITY HOUSING CORPORATION (NU DELTA) | ||||||||
| 8710 N MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | 452988927 | 501(C)(7) | $5,832 | $0 | EDUCATIONAL AREA GRANT - NU DELTA EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. |
| AGD FRATERNITY HOUSING CORPORATION (NU GAMMA) | ||||||||
| 8710 N MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | 452988927 | 501(C)(7) | $7,380 | $0 | EDUCATIONAL AREA GRANT - NU GAMMA EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 22 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AND GRANTS | GrantTypeTxt |
| Recipient | 201 | RecipientCnt |
| Cash Grant | $261,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT DETERMINATION - THE FOUNDATION DETERMINES ELIGIBLE GRANT RECIPIENTS OBJECTIVELY BASED UPON ESTABLISHED CRITERIA. ALL GRANT PROGRAMS REQUIRE COMPLETION OF A PROGRAM-SPECIFIC FORMAL APPLICATION. DEPENDING UPON THE PROGRAM, APPLICATIONS ARE REVIEWED BY VOLUNTEER COMMITTEES WHO MAKE RECOMMENDATION FOR APPROVAL TO THE CEO. 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $36,033 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 WAS PRESENTED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW IN ADVANCE OF FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION TRUSTEES, OFFICERS AND EMPLOYEES ANNUALLY DISCLOSE OR UPDATE INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. THE BOARD DETERMINES THE APPROPRIATE COURSE OF ACTION WHICH MAY INCLUDE, BUT IS NOT LIMITED TO, TAKING NO ACTION, 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 CEO ALSO MONITORS PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST 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 CEO IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES, 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 CEO. THIS PROCESS WAS LAST PERFORMED IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION PROVIDES, UPON REQUEST TO THE CEO, 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. |
| PART XII, LINE 2C | THE FOUNDATION HAS A COMMITTEE THAT ASSUMES OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |