Skip to main content

Nonprofit · EIN 35-2057322

ALPHA GAMMA DELTA FOUNDATION INC

Tax-exempt · INDIANAPOLIS, IN 46260

Financials

$2.4M$1.9M2023$3.1M$2.2M2024
Revenue Expenses · by fiscal year end
Financials of ALPHA GAMMA DELTA FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990$3,056,676$2,151,964$904,712$15,100,774$99,429$15,001,345
May 31, 2024990$2,403,222$1,885,081$518,141$13,806,482$216,783$13,589,699
Financial details: 990 for the year ended May 31, 2025

Revenue

Contributions, gifts and grants
$2,345,226
Program service revenue
$0
Investment income
$711,450
Net gain from sales of assets
$340,214
Other revenue
$0

Expenses

Grants and similar amounts paid
$1,085,658
Compensation of officers, directors and key employees
$242,331
Other salaries and wages
$259,517
Salaries, compensation and benefits (total)
$581,277
Professional fundraising fees
$0
Legal fees
$14,579
Accounting fees
$46,035
Occupancy
$27,694
Travel
$43,610
Depreciation
$4,220
Program services (functional)
$1,306,798
Management and general (functional)
$377,868
Fundraising (functional)
$467,298

Balance sheet and other

Total assets, start of year
$13,806,482
Total assets, end of year
$15,100,774
Total liabilities, end of year
$99,429
Net assets, end of year
$15,001,345
Land, buildings and equipment
$9,269
Publicly traded securities
$14,357,966
Net assets without donor restrictions
$4,697,742
Net assets with donor restrictions
$10,303,603
Gross receipts
$10,858,775
Employees
6
Volunteers
90
Year formed
1998
State of legal domicile
IN

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended May 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
JULIE WAITMANCEO AND SECRETARY
Officer
40$125,624$12,891
CHRIS FEDORTREASURER
Officer
40$66,915$21,808
MAURIE JONES PHELANCHAIR
Trustee or director, Officer
5$0$0
SYLVIE KRAMER WEIKERTVICE CHAIR
Trustee or director, Officer
5$0$0
MELISSA JACOBSON JAMESBOARD MEMBER
Trustee or director
5$0$0
MARTHA PETRY PARHAMBOARD MEMBER
Trustee or director
5$0$0
ANDREA PENDLETONBOARD MEMBER
Trustee or director
5$0$0
NATASHA SHAHANIBOARD MEMBER
Trustee or director
5$0$0
BOBETTE SANDIFER THOMPSONBORAD MEMBER
Trustee or director
5$0$0
990 for the year ended May 31, 2024: 11 people
NameTitleHours / weekCompensationOther / benefits
JULIE WAITMANCEO AND SECRETARY
Officer
40$124,018$12,611
CHRIS FEDORTREASURER
Officer
40$65,661$20,668
BOBETTE SANDIFER THOMPSONBOARD MEMBER BEG 1/24
Trustee or director
5$0$0
CAROL RICHARDS PESKECHAIR
Trustee or director, Officer
5$0$0
ADRIENNE KERR BECKETTVICE CHAIR
Trustee or director, Officer
5$0$0
MELISSA JACOBSON JAMESBOARD MEMBER
Trustee or director
5$0$0
LEE WOODHAM LANGUBBOARD MEMBER
Trustee or director
5$0$0
MARTHA PETRY PARHAMBOARD MEMBER
Trustee or director
5$0$0
MAURIE JONES PHELANBOARD MEMBER
Trustee or director
5$0$0
LYNNE DUNFORD ROSSELLBOARD MEMBER
Trustee or director
5$0$0
SYLVIE KRAMER WEIKERTBOARD MEMBER
Trustee or director
5$0$0

Address and contacts

Address (IRS master file)
8710 N MERIDIAN ST, INDIANAPOLIS, IN 46260-2331
Mailing address (990-N for 2014)
5221 Gullen Mall, Detroit MI 48202
Principal officer (990 for 2024)
JULIE A WAITMAN, 8710 NORTH MERIDIAN STREET, INDIANAPOLIS, IN 46260
Principal officer (990-N for 2014)
Kelsey Hanna, 31647 Lavender Dr, Brownstown MI 48173
Signed the 990
JULIE A WAITMAN, CHIEF EXECUTIVE OFFICER
Phone
(317) 663-4242
Return prepared by
BLUE & CO LLC

Mission

THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP.

990 for the year ended May 31, 2025

Program accomplishments

  • 211 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.
    Expenses $354,887 · grants $278,375
  • GRANTS TO 35 ORGANIZATIONS IN 19 STATES FIGHTING THE CRITICAL ISSUE OF HUNGER IN OUR LOCAL COMMUNITIES. GRANT SUPPORTED PROGRAMS INCLUDED FRESH PRODUCE, MOBILE PANTRY, FOOD RESCUE, SCHOOL BREAKFAST AND BACKPACK PROGRAMS AND SUPPORTING OUR VULNERABLE SENIOR POPULATION THROUGH MEAL DELIVERY PROGRAMS.
    Expenses $309,366 · grants $300,000
  • ONE-YEAR PROGRAM GRANTS TO ALPHA GAMMA DELTA FRATERNITY FOR EDUCATIONAL, LEADERSHIP AND PHILANTHROPIC PROGRAMS AND INITIATIVES. HIGHLIGHTS INCLUDED FUNDING FOR: ACADEMY FOR CHAPTER ADVISORS 89 CHAPTER ADVISORS FROM ACROSS THE UNITED STATES AND CANADA, AND FROM BABY BOOMER, GEN X, MILLENNIAL AND GEN Z GENERATIONS, MET IN PERSON TO FOCUS ON COMMUNICATIONS, LISTENING SKILLS, AND COACHING SKILLS TO PROMOTE THE DEVELOPMENT OF OUR YOUNGEST COLLEGIATE MEMBERS. ACADEMY FOR COLLEGIATE OFFICERS 267 OFFICERS FROM 109 CHAPTERS FROM ACROSS THE UNITED STATES AND CANADA, GATHERED IN PERSON TO FOCUS ON THE CRITICAL DEVELOPMENT AREAS OF ACTION-ORIENTED LEADERSHIP, DECISION-MAKING STYLES, ENGAGEMENT AND RELATIONSHIP BUILDING. EMPOWER PROGRAM ALPHA GAMMA DELTA'S LEADERSHIP PROGRAM FOR ITS HIGHEST MOTIVATED LEVEL OF LEADERS. LED BY 8 ALUMNAE PROFESSIONALS AND 8 PEER MENTORS, 132 COLLEGIATE WOMEN FROM ACROSS NORTH AMERICA 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. MENTAL HEALTH AND WELLNESS THE CALL TO CONTINUE SUPPORTING MENTAL HEALTH INITIATIVES REMAINS LOUD AND CLEAR FROM OUR 18-22 YEAR-OLD MEMBERS. GRANT FUNDS UNDERWROTE MICRO-LEARNING OPPORTUNITIES AND GROUP CONSULTATIONS FOCUSING ON TOPICS SUCH AS CONFIDENCE, TRUST BUILDING, BELONGING AND ENGAGEMENT, BOUNDARIES, CONFLICT RESOLUTION AND ACCOUNTABILITY. WHILE FOCUSED ON OUR YOUNGEST MEMBERS, THESE RESOURCES ARE AVAILABLE TO OUR FULL MEMBERSHIP OF OVER 145,000 WOMEN. LEADERSHIP CONSULTANT PROGRAM HANDS-ON LEADERSHIP AND PERSONAL/PROFESSIONAL DEVELOPMENT TRAINING AND COACHING VISITS WERE DELIVERED TO 18-22 YEAR OLD COLLEGIATE WOMEN AT 79 ALPHA GAMMA DELTA CHAPTERS ACROSS THE UNITED STATES AND CANADA, IMPACTING A MAJORITY OF OUR 10,000+ COLLEGIATE WOMEN. ACORN ACORN IS A LEARNING MANAGEMENT PLATFORM ACCESSIBLE TO ALL 145,000 LIVING MEMBERS OF THE FRATERNITY. THE CATALOGUE OF COURSES INCLUDES HOW TO COMMAND A ROOM, POSITIVE MENTAL HEALTH, STAGES OF CHANGE, IMPOSTER SYNDROME, CAREER READINESS AND MUCH MORE. ALCOHOL SKILLS TRAINING PROGRAM (ASTP) MORE THAN 2,000 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 BEHAVIORS. INTERNATIONAL CONVENTION 694 SISTERS FROM ACROSS THE UNITED STATES AND CANADA, AND FROM FIVE GENERATIONS (THE SILENT GENERATION, BABY BOOMERS, GEN X, MILLENNIALS AND GEN Z), JOINED TOGETHER IN ATLANTA, GA TO LEARN HOW TO BE A HIGH ACHIEVING LEADER AND HOW TO DEVELOP AN AUTHENTIC PERSONAL BRAND.
    Expenses $273,194 · grants $250,000
  • EDUCATIONAL AREA HOUSING GRANTS PROVIDING EQUIPMENT AND FACILITIES THAT SUPPORT ACADEMIC SUCCESS FOR 15 COLLEGIATE CHAPTERS THROUGHOUT THE UNITED STATES
    Expenses $232,391 · grants $216,342
  • HARDSHIP FINANCIAL GRANT ASSISTANCE AND DISASTER RELIEF GRANTS TO 27 SISTERS OF ALPHA GAMMA DELTA EXPERIENCING UNIMAGINABLE CIRCUMSTANCES INCLUDING NATURAL DISASTERS, SERIOUS ILLNESS, FAMILY CRISIS, FINANCIAL DISTRESS AND MORE.
    Expenses $36,997 · grants $23,666
  • 7 GRANTS TO 6 MEMBERS OF ALPHA GAMMA DELTA WHO ARE CONTINUING THEIR EDUCATIONAL AND PROFESSIONAL DEVELOPMENT ON A PART-TIME BASIS.
    Expenses $5,419 · grants $3,275
  • MISCELLANEOUS GRANTS, ACADEMIC RECOGNITION PROGRAMS, EVENTS, COMMUNICATIONS AND GENERAL MANAGEMENT OF ALPHA GAMMA DELTA FOUNDATION'S GRANT AND SCHOLARSHIP PROGRAMS INCLUDING ACCESSIBILITY TO APPLICATIONS, PROGRAM EDUCATION AND AWARENESS, AND REPORTING OF PROGRAM IMPACT.
    Expenses $94,544 · grants $14,000

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990 on file
2023May 31, 2024October 15, 2024990 on file

IRS record

EIN
35-2057322
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2000
Accounting year ends
May
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$15,100,774
Income (IRS master file)
$10,858,775

Filing history

FormYear endedRevenueExpensesAssetsReturn
990May 2025$3,056,676$2,151,964$15,100,774XML
990May 2024$2,403,222$1,885,081$13,806,482XML
990May 2023$1,749,436$1,757,640$11,857,273IRS
990May 2022–––IRS
990May 2021–––IRS
990May 2020–––IRS
990May 2019–––IRS
990-N for 2014
Officer: Kelsey Hanna
May 31, 2015≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-2057322).

Questions about ALPHA GAMMA DELTA FOUNDATION INC

What is the EIN of ALPHA GAMMA DELTA FOUNDATION INC?
The employer identification number (EIN) of ALPHA GAMMA DELTA FOUNDATION INC is 35-2057322.
Is ALPHA GAMMA DELTA FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to ALPHA GAMMA DELTA FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ALPHA GAMMA DELTA FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ALPHA GAMMA DELTA FOUNDATION INC due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALPHA GAMMA DELTA FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended May 2025.
Who is the principal officer of ALPHA GAMMA DELTA FOUNDATION INC?
The 990 for the year ended May 31, 2025 names JULIE A WAITMAN.
Who are the officers and directors of ALPHA GAMMA DELTA FOUNDATION INC?
The 990 for the year ended May 31, 2025 lists 9 people; 2 received compensation from the organization, the highest $125,624 (JULIE WAITMAN, CEO AND SECRETARY).
How much revenue does ALPHA GAMMA DELTA FOUNDATION INC have?
On its 990 for the year ended May 31, 2025 it reported revenue of $3,056,676, expenses of $2,151,964 and total assets of $15,100,774 at year end.

Other nonprofits in INDIANAPOLIS

All nonprofits in INDIANAPOLIS · Indiana · Education