2021-04-13T13:47:18-05:00 2020-05-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2019-06-01 360720566 ALPHA XI DELTA FRATERNITY ALPH 3178723500 8702 FOUNDERS ROAD INDIANAPOLIS IN 46268 ELYSIA BALSTER GALLIVAN NATIONAL EXECUTIVE DIRECTOR 3178723500 2021-04-12 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2021-04-12 2019 2022-09-23 18:48:47Z ELYSIA BALSTER GALLIVAN 8702 FOUNDERS ROAD INDIANAPOLIS IN 46268 8982507 0 X WWW.ALPHAXIDELTA.ORG X 1893 OH THE MISSION OF ALPHA XI DELTA WOMEN'S FRATERNITY IS TO ENRICH THE LIFE OF EVERY ALPHA XI DELTA. WE WILL NURTURE UNITY AND COOPERATION; FOSTER INTELLECTUAL, PROFESSIONAL, AND PERSONAL GROWTH; EXEMPLIFY THE HIGHEST ETHICAL CONDUCT; INSTILL COMMUNITY RESPONSIBILITY; AND PERPETUATE FRATERNALGROWTH. 8 8 61 850 201791 0 172279 199653 7637744 7465951 125398 30110 568664 469953 8504085 8165667 0 0 0 0 1667817 1913210 0 0 0 6577702 6283777 8245519 8196987 258566 -31320 9936455 9850638 1019197 943783 8917258 8906855 X THE MISSION OF ALPHA XI DELTA WOMEN'S FRATERNITY IS TO ENRICH THE LIFE OF EVERY ALPHA XI DELTA. WE WILL NURTURE UNITY AND COOPERATION; FOSTER INTELLECTUAL, PROFESSIONAL, AND PERSONAL GROWTH; EXEMPLIFY THE HIGHEST ETHICAL CONDUCT; INSTILL COMMUNITY RESPONSIBILITY; AND PERPETUATE FRATERNAL GROWTH. 0 0 EDUCATIONAL LEADERSHIP CONSULTANTS. ALPHA XI DELTA EMPLOYED ELEVEN EDUCATIONAL LEADERSHIP CONSULTANTS TO TRAVEL TO THE CHAPTERS OF ALPHA XI DELTA TO ASSIST THEM WITH MEMBER DEVELOPMENT, OFFICER TRANSITIONS, RECRUITMENT PLANNING, PUBLIC RELATIONS, AND OTHER ASPECTS OF CHAPTER OPERATIONS. CHAPTER ASSISTANCE. THE FRATERNITY HAS CHAPTERS LOCATED THROUGHOUT THE UNITED STATES. THE FRATERNITY SUPPORTS THE DEVELOPMENT OF THESE CHAPTER FACILITIES AND BUILDING CORPORATIONS BY LENDING MONEY, MANAGING PROPERTY SITES, AND ACTING AS PROJECT MANAGER FOR NON-MANAGED PROPERTY RENOVATIONS. SEE SCHEDULE O MASTER INSURANCE PROGRAM: THE FRATERNITY ADMINISTERS A MASTER INSURANCE PROGRAM TO PROVIDE INSURANCE COVERAGE TO THE LOCAL CHAPTERS AND LOCAL BUILDING CORPORATIONS OF ALPHA XI DELTA. THE PROGRAM PROVIDES EDUCATIONAL RESOURCES TO CHAPTERS REGARDING SAFE EVENT PLANNING, RESOURCES FOR WOMEN, AND CONTRACT LANGUAGE. LOCAL BUILDING CORPORATIONS ARE PROVIDED EDUCATIONAL MATERIALS REGARDING PREPARING FOR TROPICAL STORMS, PREPARING THE CHAPTER HOUSE FOR WINTER AND SUMMER BREAKS, AND BEST PRACTICES RELATED TO BASIC MAINTENANCE OF THE FACILITY. 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 52 0 1 61 1 1 1 0 0 0 0 505285 0 0 0 0 X 8 8 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IN CA X THE ORGANIZATION 3178723500 8702 FOUNDERS ROAD INDIANAPOLIS IN 46268 MEGAN CROUCH NATIONAL VICE PRESIDENT 0.00 X X 0 0 0 DEANNA DETCHEMENDY NATIONAL VICE PRESIDENT 10.00 X X 0 0 0 MICAELA ISLER NATIONAL PRESIDENT 20.00 X X 0 0 0 LINDA MATKOWSKI NATIONAL VICE PRESIDENT 10.00 X X 0 0 0 DEVON MCGOLDRICK NATIONAL VICE PRESIDENT 10.00 X X 0 0 0 DEANNA NEWELL NATIONAL VICE PRESIDENT 10.00 X X 0 0 0 REBECCA PERRETT NATIONAL VICE PRESIDENT 10.00 X X 0 0 0 ALICIA SADLER NATIONAL VICE PRESIDENT 10.00 X X 0 0 0 ELYSIA BALSTER GALLIVAN NATIONAL EXEC. DIRECTOR 30.00 10.00 X 134667 0 4271 LORI HOLT DIRECTOR OF FINANCE AND OP 36.00 4.00 X 74391 0 10868 209058 0 15139 1 0 0 0 COLLEGE FRESH 701 DEVONSHIRE DR C-23 CHAMPAIGN IL 61820 MEALS/FOOD SERVICE 740714 MARRIOTT BUSINESS SERVICES PO BOX 403003 ATLANTA GA 30384 LODGING/FOOD FOR CONVENTION 240448 SERVICE MASTER RESTORE BY CENTURY 32014 TAMINA MAGNOLIA TX 77354 PROPERTY REPAIRS 217958 COMMERCIAL BUILDERS PO BOX 516 MORGANTOWN WV 26507 PROPERTY RENOVATIONS 188648 EP GRAPHICS 169 SOUTH JEFFERSON STREET BERNE IN 46711 MAGAZINE PRODUCTION 137467 8 199653 199653 CHAPTER HOUSE RENTAL 900099 3080168 3080168 MEMBERSHIP DUES 900099 3072326 3072326 RISK MANAGEMENT ASSESS 900099 631342 631342 PROPERTY MANAGEMENT 900099 300441 300441 CONVENTION 900099 282393 282393 99281 99281 7465951 19599 19599 171794 171794 292954 1700 283556 587 9398 1113 10511 1113 9398 716838 532697 184141 184141 BAD DEBT RECOVERY 900099 57898 57898 OTHER INCOME 900099 23074 23074 PROCEEDS FROM CLOSED C 900099 21046 21046 12000 11000 1000 114018 8165667 7764223 201791 0 246173 1431840 103585 131612 208829 33338 65091 3226 173524 137966 221673 2284299 384231 497606 480775 343494 FOOD SERVICE 842466 QUILL 240891 REPAIRS AND MAINTENANCE 227654 OTHER CHAPTER SUPPORT 82944 55770 8196987 2982162 2037527 523091 263444 380522 359092 21682 73066 541789 446582 4855224 3167315 2078207 1687909 3066642 3957580 342360 1025438 9936455 9850638 536358 631950 445724 195655 0 37115 116178 1019197 943783 X 8917258 8906855 8917258 8906855 9936455 9850638 -31320 18436 2481 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50094 50094 661066 634079 26987 2022644 950274 1072370 2121420 1582962 538458 1687909 DEPOSITS 98270 DUE FROM RELATED PARTIES 927168 1025438 GUARANTEE OF INDEBTEDNESS 22000 FUNDS HELD FOR OTHERS 4115 SECURITY DEPOSITS 90063 116178 X 15491540 18436 7400233 7418669 8072871 3226 89570 92796 8165667 10798783 2694592 2694592 8104191 3226 89570 92796 8196987 PART X, LINE 2: THE NOTE TO THE CONSOLIDATED FINANCIAL STATEMENTS READS AS FOLLOWS: THE FRATERNITY AND THE NHC ARE EACH ORGANIZED AS NOT-FOR-PROFIT CORPORATIONS AND HAVE OBTAINED EXEMPTION FROM INCOME TAXES UNDER SECTION 501(C)(7) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE LAWS. THE EXEMPTION IS ON ALL INCOME EXCEPT UNRELATED BUSINESS INCOME. AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION IS ANY TRADE OR BUSINESS WHICH IS NOT SUBSTANTIALLY RELATED TO THE EXERCISE OR PERFORMANCE OF ITS EXEMPT PURPOSE. INCOME EARNED FROM NON-MEMBERS IS RECOGNIZED AS UNRELATED BUSINESS INCOME TO THE EXTENT SUCH INCOME IS NOT SET ASIDE. INCOME THAT IS PROPERLY SET ASIDE MUST BE USED FOR THE QUALIFYING PURPOSES OUTLINED IN THE SET ASIDE RESOLUTION. NEITHER THE FRATERNITY NOR THE NHC PAID UNRELATED BUSINESS INCOME TAX IN THE YEARS ENDED MAY 31, 2020 AND 2019. THE ACTIVITIES OF SJSU, CORNELL, WISCONSIN, UNH, OSHKOSH, WV AND TEXAS ARE EXEMPT AS PROGRAMS UNDER THE NHC'S NOT-FOR-PROFIT EXEMPTION AND ARE INCLUDED IN THE INCOME TAX FILINGS OF THE NHC. THE EXEMPTION IS ON ALL REVENUE EXCEPT UNRELATED BUSINESS INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND TO RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION 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 ORGANIZATION, AND HAS CONCLUDED THAT AS OF MAY 31, 2020 AND 2019, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FRATERNITY AND NHC HAVE FILED THEIR FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH MAY 31, 2019. INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 532,697. REVENUE INCLUDED ON NHC RETURN 6,867,536. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT RECOVERIES 88,457. GAIN ON DISPOSAL OF ASSETS 1,113. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 532,697. EXPENSES INCLUDED ON NHC RETURN 2,161,895. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT RECOVERIES 88,457. GAIN ON DISPOSAL OF ASSETS 1,113. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS PROVIDING A QUALITY MEMBERSHIP EXPERIENCE REQUIRES COUNTLESS PROGRAMMING OPPORTUNITIES TO UNDERGRADUATE AND ALUMNAE MEMBERS ALIKE. ALPHA XI DELTA IS PROUD TO OFFER A RANGE OF PROGRAMMING TO ENTICE AND EDUCATE WOMEN AT ALL STAGES IN THEIR MEMBERSHIP. ALPHA XI DELTA'S MAGAZINE "THE QUILL" ALLOWS US TO PROMOTE THE INCREDIBLE ACCOMPLISHMENTS OF OUR MEMBERSBOTH INTERNALLY AND EXTERNALLY. WITH A CIRCULATION OF OVER 90,000, IT IS A SOURCE OF PRIDE FOR THE ORGANIZATION. ALPHA XI DELTA PROVIDES THE EMPOWERMENT NETWORK (TEN), A MENTORING PROGRAM EXCLUSIVELY FOR COLLEGIANS AND DUES-PAYING ALUMNAE. TEN GIVES COLLEGIATE MEMBERS AN OPPORTUNITY TO CONNECT WITH ALPHA XI DELTA ALUMNAE. MENTORING ALLOWS SISTERS TO GIVE BACK AND GET MORE FROM ALPHA XI DELTA. TEN PROVIDES A UNIQUE AND EXCLUSIVE OPPORTUNITY FOR SISTERS TO CONNECT, ENGAGE, MENTOR OR BE MENTORED AND IMPACT GENERATIONS OF ALPHA XI DELTA WOMEN. ALPHA XI DELTA'S PREMIERE UNDERGRADUATE MEMBER DEVELOPMENT PROGRAM, INSPIRE, CONSISTS OF PEER-LED WORKSHOPS AND IS ORGANIZED INTO FOUR BROAD TOPIC AREAS WITH THE REQUIREMENT OF EACH CHAPTER COMPLETING ONE PROGRAM FROM EACH OF THE FOUR CATEGORIES DURING THE ACADEMIC YEAR. THE CATEGORIES ARE: LEADERSHIP: IDENTIFY VARIOUS CHARACTERISTICS OF LEADERSHIP AND THE ELEMENTS THAT SUPPORT IT FOR THE BETTERMENT OF THE SELF AND THE COMMUNITY. WELLBEING: REFLET ON AND APPLY STRATEGIES THAT FOSTER PERSONAL AND CHAPTER WELLBEING. CROSSROADS: TRANSLATE HOW EXPERIENCES WITHIN ALPHA XI DELTA CONNECT TO OPPORTUNITIES AND LIFE EXPERIENCES OUTSIDE OF COLLEGE HERITAGE: DEMONSTRATE AN INCREASED AFFINITY FOR THE RITUAL, VALUES AND HERITAGE OF ALPHA XI DELTA AND INTEGRATE THIS KNOWLEDGE IN TENDING TO OUR SISTERHOOD. ALPHA XI DELTA HAS A DEDICATED NEW MEMBER PROGRAM. IT IS A TEN-WEEK PROGRAM FOR OUR NEWEST MEMBERS THAT IS FACILITATED BY INITIATED SISTERS. THIS PROGRAM IS DESIGNED TO ORIENT NEW MEMBERS INTO THE ORGANIZATION THROUGH A SERIES OF INTER AND INTRA PERSONAL OPPORTUNITIES, ORGANIZATIONAL HISTORY AND EXPECTATIONS, AND REFLECTION ON PERSONAL INVOLVEMENT. THE PROGRAM WAS DEVELOPED TO HELP CHAPTERS SAFELY WELCOME NEW MEMBERS INTO OUR SISTERHOOD BY CLEARLY OUTLINING EXPECTATIONS FOR BOTH THE CHAPTER AND THE NEW MEMBER. ALPHA XI DELTA PROUDLY OFFERED TWO LEADERSHIP PROGRAMS DURING THE SUMMER OF 2019 THAT INSPIRED OUR SISTERS TO REALIZE THEIR POTENTIAL. THE WORKOUT, A COMPREHENSIVE RECRUITMENT TRAINING PROGRAM, WAS HELD MAY 30-JUNE 2, 2019 AT THE GEORGIA INSTITUTE OF TECHNOLOGY AND WAS ATTENDED TO BY CHAPTER MEMBERSHIP VICE PRESIDENTS AND RECRUITMENT OFFICERS. ALPHA XI DELTA'S 53RD NATIONAL CONVENTION WAS HELD JULY 3-7, 2019 AT THE THE WESTIN IN SEATTLE, WA. SEVERAL EDUCATIONAL SESSIONS WERE HELD FOR BOTH UNDERGRADUATE AND ALUMNAE MEMBERS ON A VARIETY OF TOPICS. ADDITIONALLY, TWO LARGE GROUP KEYNOTES WERE HELD; ONE FOCUSED ON MENTAL HEALTH AND THE OTHER ON INCLUSION. POST-KEYNOTE BREAKOUT PROGRAMS WERE OFFERED AS CONTINUED LEARNING OPPORTUNITY TO HELP ENHANCE THEIR IMPACT ON ATTENDEES. ALPHA XI DELTA FRATERNITY CONTINUES TO BE THE NATIONAL PRESENTING SPONSOR OF AUTISM SPEAKS WALKS, THE NATION'S LARGEST GRASSROOTS AUTISM FUNDRAISER AND EVENT FOR AUTISM SPEAKS. THE MEMBERS OF ALPHA XI DELTA SUPPORT THE MISSION OF AUTISM SPEAKS AS ITS NATIONAL PHILANTHROPY PARTNER. ALL ALPHA XI DELTAS ARE ENCOURAGED TO DO MORE. RAISE MORE. BE MORE. FOR AUTISM SPEAKS. FORM 990, PART VI, SECTION A, LINE 6 THE MOST COMMON WAY TO BECOME A MEMBER OF ALPHA XI DELTA IS TO PARTICIPATE IN THE FORMAL RECRUITMENT PROCESS AT UNIVERSITIES WHERE AN ALPHA XI DELTA CHAPTER IS LOCATED. ALPHA XI DELTA IS A MEMBER OF THE NATIONAL PANHELLENIC CONFERENCE (NPC) AND RECRUITS NEW MEMBERS UNDER THEIR GUIDELINES. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF ALPHA XI DELTA ELECT THE NATIONAL COUNCIL. FORM 990, PART VI, SECTION B, LINE 11B EACH MEMBER OF THE AUDIT COMMITTEE WILL RECEIVE A COPY OF THE 990. EACH MEMBER OF THE AUDIT COMMITTEE AND ELYSIA BALSTER GALLIVAN, AS NATIONAL EXECUTIVE DIRECTOR, WILL REVIEW THE 990. ONCE THOSE INDIVIDUALS HAVE APPROVED, THE 990 WILL BE ISSUED. THE FINAL VERSION WILL BE SHARED WITH THE NATIONAL COUNCIL FOR AWARENESS PRIOR TO ISSUANCE. FORM 990, PART VI, SECTION B, LINE 12C THE FORMS ARE COLLECTED, KEPT ON FILE, AND INDIVIDUALS ARE ASKED TO RECUSE THEMSELVES FROM A VOTE IF IT IS A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE FRATERNITY HAS AN EXECUTIVE PERFORMANCE AND COMPENSATION REVIEW COMMITTEE COMPRISED OF THREE BOARD MEMBERS. THOSE MEMBERS REACH OUT TO THE FOUNDATION CHAIR AND NHC PRESIDENT FOR FEEDBACK. THEY REVIEW BOTH INDUSTRY STANDARDS FOR COMPENSATION AS WELL AS GREEK ORGANIZATION SURVEY RESULTS. LOCATION OF THE NATIONAL EXECUTIVE DIRECTOR IS ALSO TAKEN INTO CONSIDERATION. THE COMMITTEE COMPLETES THE REVIEW DOCUMENT AND AGREES ON THE COMPENSATION. NATIONAL PRESIDENT COMPLETES THE REVIEW AND SENDS A MEMO TO DIRECTOR OF FINANCE AND OPERATIONS FOR THE FRATERNITY FOR EXECUTION. FORM 990, PART VI, SECTION C, LINE 19 KEPT ON FILE. AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ALPHA XI DELTA NATIONAL HOUSING CORPORATION INC 8702 FOUNDERS ROAD INDIANAPOLIS IN 46268 352103442 HOUSING CORPORATION IN 501(C)(7) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 ALPHA XI DELTA NATIONAL HOUSING CORPORATION O 105544 FMV