2024-10-09T08:14:01-05:00 2024-05-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2023-06-01 356053701 ALPHA XI DELTA FOUNDATION ALPH 3178723500 PO BOX 6069 DEPT 80 INDIANAPOLIS IN 462606069 ELYSIA BALSTER GALLIVAN EXECUTIVE DIRECTOR 3178723500 2024-10-04 1 0 ANGELA N CRAWFORD CPA P00573197 3178488920 2024-10-04 2023 2024-10-15 13:58:12Z ELYSIA BALSTER GALLIVAN PO BOX 6069 DEPT 80 INDIANAPOLIS IN 462606069 4200044 0 X WWW.ALPHAXIDELTA.ORG X 1956 AR THE MISSION OF THE ALPHA XI DELTA FOUNDATION IS TO CREATE OPPORTUNITIES FOR ALPHA XI DELTA FRATERNITY MEMBERS TO ENSURE ENDURING RESOURCES SO THE FRATERNITY CAN FULFILL HER MISSION. AS PART OF ITS MISSION, THE FOUNDATION WILL SUPPORT THE FRATERNITY'S EDUCATIONAL AND LEADERSHIP DEVELOPMENT PROGRAMMING; PROVIDE AND CONTINUE TO EXPAND SCHOLARSHIP, GRANTS AND MEMBER SUPPORT FUNDS; AND ENCOURAGE PHILANTHROPY. 11 11 0 73 0 0 320529 363337 0 0 429582 489738 0 0 750111 853075 325793 314869 0 0 0 0 0 0 99715 337771 294636 663564 609505 86547 243570 8835996 10120289 43744 24987 8792252 10095302 X THE MISSION OF THE ALPHA XI DELTA FOUNDATION IS TO CREATE OPPORTUNITIES FOR ALPHA XI DELTA FRATERNITY MEMBERS TO ENSURE ENDURING RESOURCES SO THE FRATERNITY CAN FULFILL HER MISSION. AS PART OF ITS MISSION, THE FOUNDATION WILL SUPPORT THE FRATERNITY'S EDUCATIONAL AND LEADERSHIP DEVELOPMENT PROGRAMMING; PROVIDE AND CONTINUE TO EXPAND SCHOLARSHIP, GRANTS AND MEMBER SUPPORT FUNDS; AND ENCOURAGE PHILANTHROPY. 0 0 344800 314869 IN THE FISCAL YEAR, THE FOUNDATION PROVIDED SUBSTANTIAL SUPPORT FOR ALPHA XI DELTA'S PERSONAL DEVELOPMENT AND PHILANTHROPIC PROGRAMS. THESE INCLUDED: THE LEADERSHIP COACH PROGRAM, GREEKLIFEEDU, JUSTICE, EQUITY AND HUMAN DIGNITY PROGRAMS, THE WORKOUT, STRENGTHS AND WELLBEING PROGRAMMING, EDUCATIONAL SPEAKERS AT NATIONAL CONVENTION AND ACTIVITIES RELATED TO PHILANTHROPIC EFFORTS TO SUPPORT LOCAL ORGANIZATIONS FOCUSED ON CHILDREN IN NEED. THE LEADERSHIP COACH PROGRAM HELPED YOUNG WOMEN ACQUIRE ESSENTIAL LIFE SKILLS AND BECOME STRONGER, MORE CONFIDENT WOMEN. WORKING WITH WOMEN NATIONWIDE, LEADERSHIP COACHES FACILITATED ACTIVITIES CENTERING ON PERSONAL DEVELOPMENT, ASSISTED WOMEN IN MAXIMIZING THE BENEFIT OF STRENGTHS DEVELOPMENT, AND TRAINED CHAPTER EXECUTIVE COMMITTEES TO BE HIGH PERFORMING TEAMS. GREEKLIFEEDU IS AN ONLINE INTERACTIVE COURSE WITH A THREE-PRONG FOCUS ON ALCOHOL EDUCATION, SEXUAL ASSAULT PREVENTION, AND HAZING EDUCATION. THE JUSTICE, EQUITY AND HUMAN DIVERSITY PROGRAMS PROVIDE TRANSFORMATIONAL LEARNING ON BECOMING MORE INFORMED GLOBAL CITIZENS. THE REALIZE YOUR POTENTIAL MEMBER DEVELOPMENT PROGRAM HELPS WOMEN BUILD INTERPERSONAL SKILLS FOR SUCCESS IN THE WORKPLACE OF TODAY AND TOMORROW. THE A CLEAR VISION OF LIFE: THE WELLBEING PROGRAM, HELPS ALUMNAE INCREASE THEIR CAPACITY TO THRIVE IN THE FIVE AREAS OF WELLBEING - PURPOSE, SOCIAL, FINANCIAL, PHYSICAL AND COMMUNITY - TO BECOME BETTER, STRONGER CITIZENS OF THEIR COMMUNITIES. SCHOLARSHIPS AND CONTINUING EDUCATION GRANTS WERE AWARDED TO COLLEGIATE AND ALUMNAE MEMBERS TO REALIZE THEIR HIGHER EDUCATION GOALS AND PREPARE FOR TODAY'S EVER-CHANGING GLOBAL JOB MARKET. OUR SUPPORT OF EDUCATIONAL SESSIONS AT NATIONAL CONVENTION PROVIDED A BOARD AUDIENCE WITH THE OPPORTUNITY TO GROW THEIR LEADERSHIP SKILLS AND ENHANCE THEIR APPROACH TO COMMUNICATION WITH OTHERS. AMAXING CHALLENGE GRANTS WERE AWARDED TO HELP CHAPTERS DREAM BIGGER AND ENHANCE THEIR FUNDRAISING, AWARENESS AND VOLUNTEER EFFORTS IN THEIR COMMUNITIES RELATED TO CHILDREN IN FOSTER CARE AND FACING HOMELESSNESS AND HUNGER. THE ALPHA XI DELTA FOUNDATION CONTINUES ITS PROUD TRADITION OF PROVIDING RESOURCES TO INSPIRE WOMEN TO REALIZE THEIR POTENTIAL THROUGH THE LEADERSHIP OPPORTUNITIES IT OFFERS, THE LIFELONG LEARNING THAT IT INSPIRES AND THE SERVICE IT PROVIDES TO IMPROVE THE LIVES OF CHILDREN. 344800 1 1 0 0 0 1 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN AL CO CT DC HI KS KY ME MI MN MS MO NV NH NM NC ND OH PA RI SC TN UT WA AR CA FL GA MD MA NY OK OR VA WV WI X THE ORGANIZATION 3178723500 PO BOX 6069 DEPT 80 INDIANAPOLIS IN 462606069 X ANDREA FOUBERG CHAIR 1.00 X X 0 0 0 COURTNEY PETERS VICE CHAIR 1.00 X X 0 0 0 PEGGY COYNE SECRETARY 1.00 X X 0 0 0 LYDIA BUGLI TREASURER 1.00 X X 0 0 0 ELIZABETH BATTAGLIA TRUSTEE 1.00 X 0 0 0 CATHY BERDAHL TRUSTEE 1.00 X 0 0 0 DEANNA BOSSELMAN TRUSTEE 1.00 X 0 0 0 MONICA BROUGHTON TRUSTEE 1.00 X 0 0 0 MEGAN CROUCH TRUSTEE/NATIONAL PRESIDENT 1.00 X 0 0 0 JULIE HUMMER TRUSTEE 1.00 X 0 0 0 CHRISTINA-MARIE MCBREATY TRUSTEE 1.00 X 0 0 0 ELYSIA BALSTER GALLIVAN NATIONAL EXECUTIVE DIRECTOR 5.00 X 0 0 0 0 0 0 0 0 0 1 0 363337 363337 172848 172848 3663859 3346969 316890 316890 316890 853075 0 0 489738 164277 164277 150592 150592 9991 9991 33968 33968 61507 61507 15436 436 15000 7293 523 6014 756 3208 3208 5990 2 5318 670 10548 10548 REIMBURSED SALARIES & B 99443 25198 14840 59405 FUNDRAISING & PROMOTION 23884 23884 OPERATIONS COST SHARING 20000 20000 DUES AND MEMBERSHIPS 1500 1500 1868 1000 868 609505 344800 164990 99715 466180 481342 54691 22190 8020 15560 2501 2410 8125331 9346767 179273 252020 8835996 10120289 43744 24987 43744 24987 X 3447207 3936345 5345045 6158957 8792252 10095302 8835996 10120289 X 243570 987335 72145 X X 0 1 X 1 0 X 540821 384503 549530 320529 363337 2158720 540821 384503 549530 320529 363337 2158720 122933 2035787 157268 146634 178598 192506 172848 847854 3006574 0.67710 0.68690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 2000 76743 1 1 3410427 96800 596399 139004 18284 3946338 3517453 38788 8114 137108 16820 3410427 3819406 80199 -229284 124699 9334 18835 3517453 2896281 85689 936940 76112 6760 16632 3819406 2758305 62410 195898 97359 8628 14345 2896281 0.02920 0.43050 0.54030 0 0 0 X 1851048 987335 72145 1059480 791568 61507 61507 853075 547998 0 547998 61507 61507 609505 PART V, LINE 4: PROVIDE GRANTS AND AWARDS; USED FOR EDUCATIONAL PURPOSES; SUPPORT PROGRAMS AND OTHER ACTIVITIES OF THE FOUNDATION. PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. ADDITIONALLY, THE FOUNDATION HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. 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. 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 72,145. 1 ALPHA XI DELTA FRATERNITY PO BOX 6069 DEPT 80 INDIANAPOLIS IN 46260 360720566 501(C)(7) 105028 0 LEADERSHIP COACH ALPHA XI DELTA FRATERNITY PO BOX 6069 DEPT 80 INDIANAPOLIS IN 46260 360720566 501(C)(7) 7482 0 EDUCATIONAL AND LEADERSHIP DEVELOPMENT ALPHA XI DELTA FRATERNITY PO BOX 6069 DEPT 80 INDIANAPOLIS IN 46260 360720566 501(C)(7) 25333 0 PRIORITY PROGRAMMING ALPHA XI DELTA FRATERNITY PO BOX 6069 DEPT 80 INDIANAPOLIS IN 46260 360720566 501(C)(7) 10000 0 EDUCATIONAL PORTION OF CONVENTION ALPHA XI DELTA FRATERNITY PO BOX 6069 DEPT 80 INDIANAPOLIS IN 46260 360720566 501(C)(7) 6000 0 WORKOUT PROGRAM ALPHA XI DELTA FRATERNITY PO BOX 6069 DEPT 80 INDIANAPOLIS IN 46260 360720566 501(C)(7) 5415 0 OFFICER ACADEMY $5,000 AND EDUCATIONAL HOUSING $415 0 1 SCHOLARSHIPS 137 132864 AWARDS 101 15150 GRANTS 4 2578 SCHEDULE I, PART I, LINE 2: THE FOUNDATION'S GRANTS AND AWARDS COMMITTEE HAS THE RESPONSIBILITY TO REVIEW THE REQUIREMENTS OF FOUNDATION GRANTS AND AWARDS; TO OVERSEE THE APPLICATION AND DECISION MAKING PROCESS; AND TO OVERSEE COMPLIANCE WITH QUALIFIED PURPOSES. THROUGH THE GRANT PROCESS, THE GRANTEE REPORTS BACK TO THE FOUNDATION USE OF FUNDS. THE REPORT MAY INCLUDE NUMBER SERVED; TESTIMONIAL STATEMENTS; EDUCATION OUTCOMES. FOR SOME GRANTS, THE FOUNDATION REVIEWS MEDIA ARTICLES, PRESS RELEASES, PRINTED PROGRAMS, AND ANNUAL REPORTS. IN THE CASE OF CAPITAL PROJECTS FOR EDUCATIONAL PURPOSES, THE FOUNDATION MAY MAKE ON SITE INSPECTIONS TO MONITOR THE USE OF GRANT FUNDS AND REQUIRES FINANCIAL RECORDS OF THE GRANTEE TO BE AVAILABLE TO THE FOUNDATION. 0 0 0 0 0 0 0 0 0 FORM 990, PART VII, LINE 5 THE NATIONAL EXECUTIVE DIRECTOR IS COMPENSATED BY AN AFFILIATED, BUT UNRELATED, ENTITY, ALPHA XI DELTA FRATERNITY. THE FOUNDATION REIMBURSED THE FRATERNITY $17,663 FOR THE EXECUTIVE DIRECTOR'S COMPENSATION FOR THE YEAR ENDED MAY 31, 2024. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE AND THE FOUNDATION CHAIR WILL REVIEW THE 990. THE DRAFT WILL ALSO BE CIRCULATED TO THE TRUSTEES. ONCE ALL MEMBERS HAVE REVIEWED THE RETURN, THE 990 WILL BE ISSUED. 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 NATIONAL EXECUTIVE DIRECTOR IS EMPLOYED BY ALPHA XI DELTA FRATERNITY. 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. THE 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 AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 72,145. FORM 990, PART XII, LINE 2C EXPLANATION THE PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR.