2025-02-13T14:13:39-06:00 2024-07-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2023-08-01 580638489 ALPHA DELTA PI SORORITY ALPH 4043783164 1386 PONCE DE LEON AVE NE ATLANTA GA 30306 DAWN VICTOR-HERRING INTERNATIONAL PRESIDENT 4043783164 2025-02-13 1 0 ANGELA N CRAWFORD CPA P00573197 3178488920 2025-02-13 2023 2025-03-06 01:10:19Z DAWN VICTOR-HERRING 1386 PONCE DE LEON AVE NE ATLANTA GA 30306 13674670 0 X WWW.ALPHADELTAPI.ORG X 1851 GA SOCIAL ORGANIZATION TO PROMOTE ACADEMIC ACHIEVEMENT AND LEADERSHIP TRAINING OF ITS MEMBERS. 7 7 42 2999 1399555 0 669268 1152704 4116124 4820603 510031 866553 1168721 820499 6464144 7660359 360201 8633 0 0 2300578 2584648 0 0 0 2328153 4168720 4988932 6762001 1475212 898358 18574229 19940464 1900417 2178368 16673812 17762096 SOCIAL ORGANIZATION TO PROMOTE ACADEMIC ACHIEVEMENT AND LEADERSHIP TRAINING OF ITS MEMBERS. 0 0 GENERAL MANAGEMENT AND EDUCATION TO 155 CHAPTERS AND THOSE EXPENDITURES FOR THE OVERALL ADMINISTRATION AND EDUCATION OF THE CHAPTER MEMBERS. 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 35 0 1 42 1 1 1 1 CA 0 0 0 594489 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 1 1 0 GA X SHAUNA YORK 4043783164 1386 PONCE DE LEON AVE NE ATLANTA GA 30306 DAWN VICTOR-HERRING INTERNATIONAL PRESIDENT 20.00 X X 0 0 0 EBONY ROSE INTERNATIONAL VP/TREASURER 15.00 X X 0 0 0 JESSICA CARR BELCHER INTERNATIONAL VP/ SECRETAR 15.00 X X 0 0 0 JENNIFER BROWN ARENDS INTERNATIONAL VICE PRESIDE 15.00 X X 0 0 0 SARAH DAVIS-CANDETO INTERNATIONAL VICE PRESIDE 15.00 X X 0 0 0 JAN MAISCH INTERNATIONAL VICE PRESIDE 15.00 X X 0 0 0 NICOLE OPAS INTERNATIONAL VICE PRESIDE 15.00 X X 0 0 0 AMANDA SLOAN EXECUTIVE DIRECTOR 35.00 5.00 X 137294 0 24687 THOMAS OATES DIRECTOR OF IT 40.00 X 109384 0 9611 JENNIFER DICKINSON SR DIRECTOR OF MEMBERSHIP 40.00 X 102717 0 12628 ELIZABETH WRIGHT SR DIRECTOR OF MKTG AND CO 40.00 X 102231 0 16391 SHAUNA YORK SR DIRECTOR OF OPERATIONS 35.00 5.00 X 103375 0 5611 555001 0 68928 5 0 1 0 NAVAN INC 3045 PARK BLVD PALO ALTO CA 94306 TRAVEL MANAGEMENT 272350 1 297702 855002 1152704 MEMBERSHIP DUES 900099 4052623 4052623 CONFERENCES AND CONVENTION 900099 702168 702168 OTHER MEMBER INCOME 900099 59211 59211 MEMBER RENTAL INCOME 721310 6601 6601 4820603 790468 1610 788858 534612 534612 4885029 4808944 76085 76085 76085 1479116 1205367 273749 273749 REIMBURSED EXPENSES 900099 12038 12038 OTHER INCOME 900099 100 100 12138 7660359 5108100 1399555 0 8633 154695 1971265 44409 165531 248748 41380 42350 12288 90000 109216 510904 94403 269433 105361 1772267 52007 171282 CHAPTER SUPPORT 479430 HISTORY PROJECT 312068 SERVICE FEE 77070 MISCELLANEOUS EXPENSES 25700 3561 6762001 700706 982333 117673 336936 37229 68513 26339 14151 5645851 3301614 2501641 2344237 15041698 16015910 148943 178384 18574229 19940464 158351 553320 1742066 1625048 1900417 2178368 X 16673812 17762096 16673812 17762096 18574229 19940464 898358 189926 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42500 42500 4350465 2279780 2070685 253195 165280 87915 999691 856554 143137 2344237 X 9043364 189926 1205367 1395293 7648071 12288 12288 7660359 7955080 1205367 1205367 6749713 12288 12288 6762001 PART X, LINE 2: NOTES TO CONSOLIDATED FINANCIAL STATEMENTS: THE SORORITY, IHC AND ADPI PROPERTIES, INC. ARE ORGANIZED AS NOT-FOR-PROFIT CORPORATIONS. THE SORORITY AND ADPI PROPERTIES, INC. HAVE EACH OBTAINED EXEMPTIONS FROM INCOME TAXES UNDER SECTION 501(C)(7) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAWS. THE IHC HAS OBTAINED EXEMPTION FROM INCOME TAXES UNDER SECTION 501(C)(2) OF THE UNITED STATES 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. THE SORORITY, ADPI PROPERTIES, INC. AND IHC HAVE NOT PAID UNRELATED BUSINESS INCOME TAX IN THE YEARS ENDED JULY 31, 2024 AND 2023. 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 JULY 31, 2024 AND 2023, 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 SORORITY, IHC, AND ADPI PROPERTIES HAVE FILED THEIR FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH JULY 31, 2023. 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 1,205,367. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,205,367. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES MEMBER DUES AND FEES RELATED TO 2 ALPHA DELTA PI SORORITY CHAPTERS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FOUNDATION FOR FRATERNAL EXCELLENCE 11722 ALLISONVILLE RD BOX 353 103 FISHERS IN 46038 351873572 501(C)(3) 8333 0 OPERATIONAL SUPPORT 1 0 X 0 0 0 AMANDA SLOAN EXECUTIVE DIRECTOR 137294 0 0 0 0 0 16475 0 8212 0 161981 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ALPHA DELTA PI SHALL HAVE THE FOLLOWING MEMBERSHIP CLASSIFICATIONS: A. ALPHA MEMBER. A MEMBER WHO HAS ACCEPTED AN INVITATION TO JOIN A COLLEGIATE CHAPTER OR COLONY OF THE SORORITY SHALL BE KNOWN AS AN ALPHA MEMBER UNTIL SHE IS INITIATED. IF AN ALPHA MEMBER CEASES TO BE A STUDENT AT THE COLLEGE OR UNIVERSITY, FAILS TO BECOME ELIGIBLE FOR INITIATION AS PROVIDED IN THE STANDING RULES OR VOLUNTARILY RESIGNS, HER ALPHA MEMBERSHIP THEREUPON SHALL TERMINATE AUTOMATICALLY. IF A MEMBERSHIP IS TERMINATED WITHOUT PREJUDICE, AN INVITATION TO MEMBERSHIP MAY BE RE-EXTENDED TO THE INDIVIDUAL AT THE SOLE DISCRETION OF THE COLLEGIATE CHAPTER. B. DELTA MEMBER. AN INITIATED MEMBER ENROLLED AS AN UNDERGRADUATE STUDENT AT A COLLEGE OR UNIVERSITY WHERE SHE WAS INITIATED INTO OR AFFILIATED WITH A COLLEGIATE CHAPTER AS PROVIDED IN THE STANDING RULES SHALL BE KNOWN AS A DELTA MEMBER. C. ALUMNA MEMBER. AN INITIATED MEMBER IN GOOD STANDING WHO HAS GRADUATED OR WHO IS NO LONGER REQUIRED TO BE A MEMBER OF A COLLEGIATE CHAPTER AS PROVIDED IN THE STANDING RULES SHALL BE KNOWN AS AN ALUMNA MEMBER. FORM 990, PART VI, SECTION A, LINE 7A A NOMINATING COMMITTEE, COMPOSED OF ALUMNAE MEMBERS IN GOOD STANDING IN THE SORORITY, SHALL BE ELECTED DURING EACH GRAND CONVENTION. THE TERM OF THE MEMBERS ELECTED TO THE NOMINATING COMMITTEE SHALL BEGIN IMMEDIATELY AFTER THE ADJOURNMENT OF THE GRAND CONVENTION AT WHICH THE MEMBER IS ELECTED TO THE COMMITTEE AND SHALL END UPON THE ADJOURNMENT OF THE NEXT GRAND CONVENTION, HER RESIGNATION, OR UNTIL HER SUCCESSOR IS ELECTED AND ASSUMES OFFICE. A MEMBER OF THE NOMINATING COMMITTEE SHALL NOT SERVE MORE THAN TWO CONSECUTIVE TERMS. ELECTION AS AN ALTERNATE ON THE NOMINATING COMMITTEE SHALL NOT CONSTITUTE SERVICE FOR THE PURPOSES OF COUNTING TWO CONSECUTIVE TERMS. DURING THE GRAND CONVENTION, EACH DISTRICT SHALL HOLD A MEETING TO ELECT TWO ALUMNA MEMBERS, WHO ARE PRESENT AT THE GRAND CONVENTION, TO SERVE ON THE NOMINATING COMMITTEE. ONE ALTERNATE SHALL ALSO BE ELECTED. THE PROCEDURES FOR ELECTING THE MEMBERS OF THE NOMINATING COMMITTEE SHALL BE PROVIDED IN THE STANDING RULES. THE NEWLY-ELECTED MEMBERS OF THE NOMINATING COMMITTEE SHALL MEET AT THE GRAND CONVENTION AND ELECT A CHAIR FROM AMONG THE INCOMING MEMBERS. NOMINATIONS FOR ELECTIVE OFFICES OF GRAND COUNCIL SHALL BE SUBMITTED TO THE NOMINATING COMMITTEE BY MARCH 5 OF A GRAND CONVENTION YEAR. NOMINATIONS MAY BE SUBMITTED BY THE INDIVIDUAL SEEKING NOMINATION, A COLLEGIATE CHAPTER, AN ALUMNAE ASSOCIATION, OR ANY MEMBER IN GOOD STANDING OF THE SORORITY, PROVIDED THAT EACH NOMINEE HAS CONSENTED TO SERVE IF ELECTED AND MEETS ALL REQUIREMENTS IN ARTICLE VII. THE NOMINATING COMMITTEE SHALL SELECT ELIGIBLE NOMINEE(S) FOR ANY OFFICE(S) ON GRAND COUNCIL FOR WHICH THERE IS/ARE NO NOMINEE(S) OR INSUFFICIENT NUMBER OF NOMINEES. THE NOMINATING COMMITTEE SHALL FOLLOW THE PROCEDURES AS PROVIDED IN THE STANDING RULES. SECTION 6. DUTIES OF THE NOMINATING COMMITTEE. THE NOMINATING COMMITTEE SHALL COMPILE A LIST OF ALL ELIGIBLE NOMINEES. THE INTERNATIONAL PRESIDENT AND SIX INTERNATIONAL VICE PRESIDENTS SHALL EACH BE ELECTED AT THE GRAND CONVENTION BY A MAJORITY VOTE. THE ELECTIONS SHALL BE BY ELECTRONIC OR PAPER BALLOT, EXCEPT IN THOSE OFFICES WHERE THE NUMBER OF NOMINEES EQUALS THE NUMBER OF POSITIONS AVAILABLE, THE NOMINEE(S) SHALL BE DECLARED ELECTED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR BEFORE IT IS SUBMITTED TO THE GRAND COUNCIL FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE GRAND COUNCIL MUST AVOID ANY INTEREST OR RELATIONSHIP THAT MIGHT CONFLICT OR APPEAR TO CONFLICT WITH THE BEST INTEREST OF THE ORGANIZATION. IN THE CASE WHERE AN EXISTING RELATIONSHIP MAY CAUSE A POTENTIAL CONFLICT OF INTEREST, FULL DISCLOSURE MUST BE MADE IMMEDIATELY TO THE GRAND COUNCIL. THE COUNCIL IS RESPONSIBLE FOR OVERSEEING THE IMPLEMENTATION AND ENFORCEMENT OF THE THIS POLICY AND WELL REVIEW ALL VIOLATIONS OF THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE GRAND COUNCIL MUST VOTE ON AND APPROVE THE SALARIES OF ALL OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST. NO OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ALPHA DELTA PI INTERNATIONAL HOUSING INC 1386 PONCE DE LEON AVE NE ATLANTA GA 30306 262782177 SORORITY HOUSING GA 501(C)(2) ALPHA DELTA PI SORORITY 1 ADPI PROPERTIES INC 1386 PONCE DE LEON AVE NE ATLANTA GA 30306 883457940 PROPERTY MANAGEMENT GA 501(C)(7) 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 ALPHA DELTA PI INTERNATIONAL HOUSING CORP C 297702 CASH ADPI PROPERTIES INC O 92000 CASH ADPI PROPERTIES INC M 77070 CASH