2024-12-13T13:13:44-06:00 2024-07-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2023-08-01 581507941 ALPHA DELTA PI FOUNDATION ALPH 4043783164 1386 PONCE DE LEON AVE NE ATLANTA GA 30306 AMY COOK FISHER VP OF FINANCE 4043783164 2024-12-13 1 0 ANGELA N CRAWFORD CPA P00573197 3178488920 2024-12-13 2023 2024-10-15 13:58:12Z AMY COOK FISHER 1386 PONCE DE LEON AVE NE ATLANTA GA 30306 20274013 0 X WWW.ALPHADELTAPIFOUNDATION.ORG X 1983 GA THE ALPHA DELTA PI FOUNDATION SUPPORTS THE EDUCATIONAL, LEADERSHIP, AND PHILANTHROPIC ENDEAVORS OF ALPHA DELTA PI SORORITY AND ITS MEMBERS BY PROVIDING SCHOLARSHIPS, LEADERSHIP DEVELOPMENT OPPORTUNITIES, AND FINANCIAL ASSISTANCE TO CHARITABLE INITIATIVES. 11 11 6 88 0 0 3463823 4349438 0 0 270673 813443 0 0 3734496 5162881 1396904 1628376 0 0 468714 507838 40111 43722 384625 1067833 1139042 2973562 3318978 760934 1843903 23469479 27500077 115510 485433 23353969 27014644 X THE ALPHA DELTA PI FOUNDATION SUPPORTS THE EDUCATIONAL, LEADERSHIP, AND PHILANTHROPIC ENDEAVORS OF ALPHA DELTA PI SORORITY AND ITS MEMBERS BY PROVIDING SCHOLARSHIPS, LEADERSHIP DEVELOPMENT OPPORTUNITIES, AND FINANCIAL ASSISTANCE TO CHARITABLE INITIATIVES. 0 0 454487 324875 THE ALPHA DELTA PI FOUNDATION IS PROUD TO AWARD APPROXIMATELY 175 COMPETITIVE ACADEMIC SCHOLARSHIPS ANNUALLY, TOTALING MORE THAN $320,000. SCHOLARSHIP AMOUNTS VARY, WITH AWARDS UP TO $5,000 AVAILABLE FOR UNDERGRADUATE, GRADUATE, AND CONTINUING EDUCATION STUDIES. 548181 376978 EDUCATIONAL PROGRAMMING WAS SUPPORTED THROUGH GRANTS PROVIDED BY THE ALPHA DELTA PI FOUNDATION, BENEFITTING CHAPTER MEMBERS, ADVISORS, AND ALUMNAE ATTENDING ADPI ACADEMY AND THE 173RD GRAND CONVENTION. ADDITIONALLY, RESOURCES WERE MADE AVAILABLE TO UNDERGRADUATE MEMBERS TO PROMOTE THE PREVENTION OF HAZING, SUPPORT MENTAL WELLNESS, AND ADDRESS CRITICAL ISSUES SUCH AS SEXUAL ASSAULT, BINGE DRINKING, BULLYING, AND HAZING. 104500 104500 THE CLASPED HANDS FUND GRANT OFFERS EMERGENCY FINANCIAL ASSISTANCE TO ALUMNAE EXPERIENCING FINANCIAL HARDSHIP. THE AMOUNT OF EACH GRANT IS DETERMINED BASED ON INDIVIDUAL NEED AND CIRCUMSTANCES. DURING THE 2023-2024 FISCAL YEAR, THE FOUNDATION PROVIDED SUPPORT FOR 14 ALUMNAE IN FINANCIAL DISTRESS.THE ABIGAIL DAVIS EMERGENCY GRANT FUND PROVIDES ONE-TIME GRANTS OF UP TO $3,500 TO COLLEGIATE MEMBERS FACING UNEXPECTED FINANCIAL CHALLENGES. THESE GRANTS MUST BE APPLIED TOWARD TUITION, BOOKS, OR FEES AND CANNOT BE USED FOR SORORITY DUES. IN 2023-2024, THE FOUNDATION AWARDED 3 EMERGENCY GRANTS TO UNDERGRADUATE MEMBERS, HELPING THEM CONTINUE THEIR EDUCATIONAL PURSUITS. 746839 746840 THE FOUNDATION PROVIDED FUNDING FOR THE CONSTRUCTION OF QUALIFYING EDUCATIONAL SPACES WITHIN COLLEGIATE CHAPTER HOUSING OR FOR INFRASTRUCTURE SUPPORTING THOSE EDUCATIONAL AREAS. 268189 75183 THE FOUNDATION SUPPORTS A VARIETY OF INITIATIVES THAT BENEFIT ALPHA DELTA PI SORORITY AND ITS MEMBERS, INCLUDING THE PRESERVATION OF MONUMENTS AND MEMORIALS SIGNIFICANT TO THE SORORITY'S HISTORY. THESE EFFORTS ALSO PROMOTE EDUCATION ON THE ROLE OF SORORITIES WITHIN THE BROADER CONTEXT OF WOMEN'S STUDIES. 1015028 822023 2122196 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 6 1 0 0 0 0 0 0 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 0 0 GA AL AK AZ AR CA CO CT DC FL HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC OH OK OR PA RI SC TN UT VA WA WV WI X X JENNIFER WEBB 4043783164 1386 PONCE DE LEON AVE NE ATLANTA GA 30306 AMALIA COCHRAN PRESIDENT 4.00 X X 0 0 0 CINDY VORIS VP OF GRANTS 4.00 X X 0 0 0 AMY COOK FISHER VP OF FINANCE 4.00 X X 0 0 0 STACY DEMARTINI BRUTON VP OF SCHOLARSHIPS 4.00 X X 0 0 0 JESSICA WHITE TOM VP OF PHILANTHROPY 4.00 X X 0 0 0 KARON ELLIOT GALENTINE VP OF DEVELOPMENT 4.00 X X 0 0 0 BONNIE YAMAOKA SECRETARY 4.00 X X 0 0 0 DEBBIE ROEBER CASTELLONE TRUSTEE 4.00 X 0 0 0 ANGELA TIPPETTE MCCOY TRUSTEE 2.00 X 0 0 0 ABBY DEAN PFEIFFER TRUSTEE 2.00 X 0 0 0 ILA HISERMAN PILON TRUSTEE 2.00 X 0 0 0 JENNIFER POLLEY WEBB EXECUTIVE DIRECTOR 35.00 X 121759 0 14381 121759 0 14381 1 0 0 0 EDGE CFO CONTROLLER SERVICES LLC 5515 BAHIA MAR CIRCLE STONE MOUNTAIN GA 30087 CONTROLLER SERVICES 108492 1 4349438 520963 4349438 729709 729709 15194866 15111132 83734 83734 83734 5162881 0 0 813443 1199001 1199001 429375 429375 143312 70432 48022 24858 283397 144533 87853 51011 1455 81 1345 29 47641 18866 22116 6659 32033 16337 9930 5766 18261 2125 16136 180572 75772 78057 26743 43722 43722 96075 96075 9995 874 9121 13266 8550 1356 3360 68367 23750 28587 16030 11899 5979 3810 2110 16502 5754 8717 2031 84584 35231 16085 33268 112214 41804 70410 2000 2000 1257 641 390 226 UNFULFILLED PLEDGES 308298 308298 DONOR CULTIVATION 144986 41334 5297 98355 BANK CHARGES 68308 68308 MISCELLANEOUS 2458 1757 654 47 3318978 2122196 812157 384625 51902 586434 1066752 1779271 1969603 1684215 68372 56401 59856 49215 7561 10641 20253740 23199614 51549 183501 23469479 27500077 13409 358350 102101 127083 115510 485433 X 2801183 2993174 20552786 24021470 23353969 27014644 23469479 27500077 1843903 1816772 0 X X 0 1 X 1 0 X 3917471 4720700 4541227 3463823 4349438 20992659 3917471 4720700 4541227 3463823 4349438 20992659 275556 20717103 490161 478663 644952 626195 729709 2969680 14016 92296 106312 24068651 106312 0.86080 0.86080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14914518 1046613 1744860 705338 17000653 13840317 821493 741378 488670 14914518 14503024 1041209 -1253673 450243 13840317 17379878 594733 1755286 5226873 14503024 14729607 3330900 575279 1255908 17379878 0.07603 0.74256 0.18141 0 0 59856 49215 10641 10641 ANNUITY OBLIGATIONS 127083 127083 X 6883578 1816772 1816772 5066806 96075 96075 5162881 3222903 0 3222903 96075 96075 3318978 PART V, LINE 4: THE FOUNDATION HAS A POLICY FOR ITS DONOR RESTRICTED ENDOWMENT FUNDS OF APPROPRIATING FOR DISTRIBUTION EACH YEAR AN ESTABLISHED PERCENTAGE OF 4.25% OF THE ROLLING PRIOR 12-QUARTER AVERAGE MARKET VALUE LESS CUMULATIVE UNREALIZED GAINS/LOSSES THROUGH JANUARY 31 PRECEDING THE FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED, PLUS AN ADMINISTRATIVE FEE OF NO MORE THAN 3% OF THE MARKET VALUE LESS UNREALIZED GAINS/LOSSES AS OF JANUARY 31. IN ESTABLISHING THIS POLICY, THE FOUNDATION CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ASSETS HELD FOR ENDOWMENT. THE FOUNDATION'S OBJECTIVE IS TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAW. 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 JULY 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 SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FOUNDATION HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH JULY 31, 2023. THESE 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). X X X X 0 DIGITAL INTERSECTION INC 4240 DUNCAN AVENUE SUITE 200 ST LOUIS MO 63110 DIRECT MAIL 0 0 43722 -43722 43722 -43722 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 ALPHA DELTA PI SORORITY 1386 PONCE DE LEON AVE ATLANTA GA 30306 580638489 501(C)(7) 0 376978 EDUCATIONAL & LEADERSHIP DEVELOPMENT PROGRAMMING ALPHA OMICRON OF ALPHA DELTA PI PO BOX 1516 STILLWATER OK 74076 736103129 501(C)(7) 0 125151 EDUCATIONAL HOUSING FUND DISTRIBUTION RONALD MCDONALD HOUSE CHARITIES BAY AREA 520 SAND HILL ROAD PALO ALTO CA 94304 942538615 501(C)(3) 0 10000 RONALD MCDONALD HOUSE CHARITIES ENDOWMENT GRANT RONALD MCDONALD HOUSE CHARITIES DAYTON 555 VALLEY ST DAYTON OH 45404 310964793 501(C)(3) 0 7500 EDUCATIONAL HOUSING FUND DISTRIBUTION RONALD MCDONALD HOUSE CHARITIES IN OMAHA INC 620 SOUTH 38TH AVE OMAHA NE 68105 470755104 501(C)(3) 0 5178 RONALD MCDONALD HOUSE CHARITIES ENDOWMENT GRANT RONALD MCDONALD HOUSE CHARITIES OF CHICAGOLAND & NORTHWEST INDIANA 1 AIRMAIL ROAD HINES HINES IL 60141 363532553 501(C)(3) 0 8205 RONALD MCDONALD HOUSE CHARITIES ENDOWMENT GRANT RONALD MCDONALD HOUSE CHARITIES OF SOUTHWEST FLORIDA INC 16100 ROSERUSH COURT FORT MYERS FL 33908 113704163 501(C)(3) 0 10000 RONALD MCDONALD HOUSE CHARITIES ENDOWMENT GRANT ALPHA DELTA PI BUILDING CORPORATION SIGMA CHAPTER 1202 W NEVADA ST URBANA IL 61801 376051502 501(C)(7) 0 409275 EDUCATIONAL HOUSING FUND DISTRIBUTION ZETA BETA OF ADPI HOUSE CORP 2612 STEWARDSHIP PARK RALEIGH NC 27606 561142537 501(C)(7) 0 81818 EDUCATIONAL HOUSING FUND DISTRIBUTION ZETA LAMBDA HOUSE CORPORATION 1500 ATHENS DRIVE COLLEGE STATION TX 77840 741886542 501(C)(7) 0 127954 EDUCATIONAL HOUSING FUND DISTRIBUTION 5 5 SCHOLARSHIPS 171 324875 ABIGAIL DAVIS GRANTS 3 10500 CLASPED HANDS GRANTS 14 94000 X 19 520963 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, CONTROLLER, VICE PRESIDENT OF FINANCE, AND AUDIT COMMITTEE AND THEN SUBMITTED TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES IS VERY AWARE OF CONFLICT OF INTEREST AS IT HELPS MAINTAIN THE REPUATION OF EXCELLENCE AND HIGH STANDARDS THAT IS INSTILLED IN ITS MEMBERS. BOARD MEMBERS ARE WELL VERSED IN POLICY PROTOCOL, AND ARE CONSCIENTIOUS IN BRINGING THE SUBJECT UP AT MEETINGS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD MUST APPROVE AND VOTE ON THE SALARIES OF ALL OFFICERS AND KEY EMPLOYEES WHO RECEIVE A SALARY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.