2025-03-17T07:36:07-05:00 2024-05-31 882730877 CHERRY BEKAERT ADVISORY LLC 9229 DELEGATES ROW STE 250 INDIANAPOLIS IN 46240 990 2023-06-01 221550561 ALPHA GAMMA DELTA FRATERNITY ALPH 3176634200 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 KATIE ABERNATHY CHIEF EXECUTIVE DIRECTOR 3178722655 2025-03-12 1 1 CHRISTINE KEITH CPA P00963290 3173475200 2023 2025-03-06 01:10:19Z KATIE ABERNATHY 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 5767768 0 0416 X WWW.ALPHAGAMMADELTA.ORG X 1904 NY TO PROMOTE A SPIRIT OF MUTUAL ASSISTANCE AND UNDERSTANDING TO MAINTAIN HIGH STANDARDS OF SCHOLARSHIP. 7 7 0 303 19958 0 206184 252514 3893136 3587826 -112723 287574 387450 376673 4374047 4504587 307199 258868 0 0 2301054 2469078 0 0 0 2510302 1729834 5118555 4457780 -744508 46807 11704156 12691269 7476350 7514998 4227806 5176271 X THE ORGANIZATION WAS ESTABLISHED TO PERPETUATE AMONG A GROUP OF COLLEGE WOMEN A SPIRIT OF MUTUAL ASSISTANCE AND UNDERSTANDING TO MAINTAIN HIGH STANDARDS OF SCHOLARSHIP, TO DEVELOP WOMANHOOD, TO STRIVE FOR THE ATTAINMENT OF HIGH IDEALS IN COLLEGE, COMMUNITY AND PERSONAL LIFE, AND TO TRAIN FOR LEADERSHIP AND A SENSE OF RESPONSIBILITY FOR THE WELFARE OF OTHERS. 0 0 THE INTERNATIONAL PROPERTY AND LIABILITY INSURANCE PROGRAM IS ADMINISTERED BY THE FRATERNITY. THE INSURANCE PROGRAM SERVES NUMEROUS HOUSE ASSOCIATIONS, UNDERGRADUATE CHAPTERS, ALUMNI CHAPTERS AND CLUBS THROUGHOUT THE YEAR. THE INTERNATIONAL CONVENTION AND WORKSHOPS ARE ADMINISTERED THROUGH THE OPERATING FUND. THE CONVENTION IS HELD EVERY OTHER YEAR. TO PROVIDE MEMBER SERVICES BY SELLING JEWELRY AND SUPPLIES AND PUBLISHING QUARTERLY MAGAZINES. 0 1 0 0 0 0 0 1 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 15 0 1 0 1 1 0 0 0 0 801600 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 IN X KATIE ABERNATHY 3176634200 8710 NORTH MERIDIAN STREET INDIANAPOLIS IN 46260 LEE WOODHAM LANGUB PRESIDENT 12.00 X X 0 0 0 DANI PICCIOTTI VICE PRES - COLLEGIANS 10.00 X X 0 0 0 KALINA HAYNES VICE PRES - PANHELLENIC AF 10.00 X X 0 0 0 KLAZINA VAN DEN BERG VICE PRES - FINANCE 10.00 X X 0 0 0 CATHERINE MATTHEWS VICE PRES - EXTENSION 10.00 X X 0 0 0 JENNIFER MORES VICE PRES - INTERNATIONAL 10.00 X X 0 0 0 ANDREA PENDLETON VICE PRES - INTERNATIONAL 10.00 X X 0 0 0 KATIE ABERNATHY CHIEF EXECUTIVE DIRECTOR 75.00 X 143948 0 17898 143948 0 17898 1 0 1 0 0 252514 252514 MEMBERSHIP DUES 900099 2958196 2958196 RISK MANAGEMENT INCOME 524298 600380 600380 CONVENTION/TLC INCOME 900099 29250 29250 3587826 234864 58396 176468 174364 174364 40148 78586 -38438 -38438 -38438 1021344 968634 52710 52710 52710 428262 215961 212301 212301 SERVICE FEE INCOME 900099 27596 27596 MISCELLANEOUS 900099 750 750 FINES AND FEES 900099 100 100 28446 4504587 3828573 19958 403542 258868 168279 1913225 224868 162706 15203 22715 58396 161292 17036 87071 187236 36490 241196 111123 169638 287215 TRAINING EXPENSE 121793 DUES & SUBSCRIPTIONS 90212 BANK CHARGES 51189 EQUIPMENT LEASE 49986 22043 4457780 764248 1190549 1485464 686838 493089 440531 246783 398480 4420206 2188922 2429082 2231284 4067262 4687863 2206191 3047544 3325 2636 8712 5544 11704156 12691269 324594 368896 23539 482579 4529774 4170503 1940327 1845671 658116 647349 7476350 7514998 X 4157508 5099679 70298 76592 4227806 5176271 11704156 12691269 46807 901658 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 70298 6294 76592 71300 -1002 70298 75294 -3994 71300 63407 11887 75294 59962 3445 63407 0.00000 0.00000 1.00000 0 0 278760 278760 3417968 1595135 1822833 723478 593787 129691 2231284 CORPORATE BONDS 3047544 F 3047544 CAPITAL LEASE OBLIGATIONS 5544 ALUMNAE CHAPTER FEES FROM INITIATION FEES 641643 FOUNDATION DONATIONS 162 647349 X 5642396 901658 294547 1196205 4446191 58396 58396 4504587 4693931 294547 294547 4399384 58396 58396 4457780 PART IV, LINE 2B: A PORTION OF COLLEGIATE DUES, NEW MEMBER OR INITIATION FEES IS ALLOCATED FOR HOUSING AND TO BENEFIT ALUMNAE CHAPTERS. CERTAIN HOUSE ASSOCIATIONS ARE REQUIRED TO REMIT EXCESS INCOME TO THE FRATERNITY. POLICY REQUIRES THAT, IN CERTAIN CASES, THE FRATERNITY HOLD FUNDS ON BEHALF OF CHAPTERS AND HOUSE ASSOCIATIONS. PART V, LINE 4: INVESTMENT EARNINGS FROM ENDOWMENT FUNDS ARE RESTRICTED FOR ARCHIVES PRESERVATION AND DISPLAY. PART X, LINE 2: THE FRATERNITY HAS EVALUATED TAX POSITIONS TAKEN IN THE TAX RETURNS FILED AND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS DEFINED BY U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 78,586. COST OF GOODS SOLD 215,961. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 78,586. COST OF GOODS SOLD 215,961. NORTH AMERICA - CANADA MEMBERSHIP, PLEDGE, AND INITIATION DUES FROM MEMBERS - $96,457 MEMBERSHIP, PLEDGE, AND INITIATION DUES FROM MEMBERS OF FRATERNITY CHAPTERS IN CANADA NORTH AMERICA - CANADA SALES OF JEWELRY AND OTHER INVENTORY ITEMS - $16,009 JEWELRY SALES TO CANADIAN CHAPTER MEMBERS NORTH AMERICA - CANADA TECHNOLOGY FEES - $6,195 TECHNOLOGY FEES TO CANADIAN CHAPTER MEMBERS NORTH AMERICA - CANADA RISK MANAGAEMENT PROGRAM FEES - $26,640 RISK MANAGEMENT PROGRAM REVENUE FROM CHAPTERS IN CANADA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 THETA OMEGA CHAPTER OF ALPHA GAMMA DELTA FRATERNITY 1400 GREEN STREET RUSSELL HOUSE 032 COLUMBIA SC 29208 383878997 501(C)(7) 25063 0 HOUSING ASSISTANCE BETA ALPHA CHAPTER OF ALPHA GAMMA DELTA FRATERNITY 2541 NORTH 50TH STREET LINCOLN NE 68504 470090390 501(C)(7) 32780 0 HOUSING ASSISTANCE EPSILON CHI CHAPTER OF ALPHA GAMMA DELTA FRATERNITY 1516 N MANHATTAN STREET MANHATTAN KS 66502 300882032 501(C)(7) 128350 0 HOUSING ASSISTANCE RHO CHAPTER OF ALPHA GAMMA DELTA FRATERNITY 2118 SUNSET DRIVE AMES IA 50014 420111665 501(C)(7) 35000 0 HOUSING ASSISTANCE XI CHAPTER OF ALPHA GAMMA DELTA FRATERNITY 1409 NORTH MAIN STREET BLOOMINGTON IL 61701 370677620 501(C)(7) 23000 0 HOUSING ASSISTANCE 0 5 0 0 0 KATIE ABERNATHY CHIEF EXECUTIVE DIRECTOR 143948 0 0 0 0 0 6015 0 11883 0 161846 0 0 0 FORM 990, PART V, LINE 2A THE ORGANIZATION USES A PAYROLL LEASING COMPANY. THEREFORE, THE ORGANIZATION HAS PAYROLL EXPENSES LISTED ON PART IX, LINES 5 THROUGH 10, BUT HAS INDICATED ZERO EMPLOYEES AND NO PAYROLL REPORTS FILED. FORM 990, PART VI, SECTION A, LINE 6 ALPHA GAMMA DELTA FRATERNITY HAS BOTH COLLEGIATE AND ALUMNAE MEMBERS. MEMBERS ARE SOLICITED AND JOIN THE FRATERNITY THROUGH A LOCAL CHAPTER INITIATION PROCESS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS SPECIAL ELECTION PROCEDURES FOR ELECTING COUNCIL MEMBERS. COUNCIL MEMBERS ARE NOMINATED AND THE NOMINATIONS ARE REVIEWED BY THE ELECTIONS COMMITTEE. THE FOLLOWING INDIVIDUALS ARE ALLOWED TO VOTE AND ELECT INCOMING BOARD MEMBERS: PAST AND CURRENT COUNCIL MEMBERS, VOLUNTEER SERVICE TEAM MEMBERS, COLLEGIATE CHAPTER PRESIDENTS, ALUMNAE CHAPTER PRESIDENTS, INCORPORATED HOUSE ASSOCIATION PRESIDENTS AND CHAPTER ADVISORS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION RECEIVES A COPY OF FORM 990 AND IT IS REVIEWED BY THE INTERNATIONAL COUNCIL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS COUNCIL MEMBERS SUBMIT CONFLICT OF INTEREST DISCLOSURES AT LEAST ANNUALLY. ANY CONFLICTS ARE ADDRESSED ON A CASE-BY-CASE BASIS AND ARE PROMPTLY RESOLVED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND TAX RETURNS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN EXECUTIVE FINANCE COMMITTEE THAT IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT PROCESS AS WELL AS SELECTION OF AN INDEPENDENT ACCOUNTANT.