Civic Intelligence

Alpha XI Delta Fraternity Gamma Upsilon Chapter

990 • Fiscal year 2015 • EIN 36-0720566

Jun 01, 2014 to May 31, 2015 • Filed on Jan 13, 2016

8702 Founders RoadIndianapolis, IN 46268

(317) 872-3500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.27x

Higher debt load relative to assets than 36% of similar nonprofits.

2015 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

34th percentile

0.40x

Higher debt load relative to revenue than 34% of similar nonprofits.

2015 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2015

Net Margin

87th percentile

12%

Higher net margin than 87% of similar nonprofits.

2015 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

31st percentile

$95,469

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2015 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2015

Asset Growth

85th percentile

11%

Faster asset growth than 85% of similar nonprofits.

2015 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

80th percentile

10%

Faster revenue growth than 80% of similar nonprofits.

2015 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Up

$9,245,051

Up $906,535 (+11%) from 2014

Net Assets

Up

$6,703,276

Up $741,413 (+12%) from 2014

Liabilities

Up

$2,541,775

Up $165,122 (+6.9%) from 2014

Revenue

Up

$6,291,418

Up $594,970 (+10%) from 2014

Expenses

Up

$5,524,431

Up $749,742 (+16%) from 2014

Net Income

Down

$766,987

Down $154,772 (-17%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $4,497,733Liabilities 2011: $1,856,151Net Assets 2011: $2,641,5822011Assets 2012: $5,875,963Liabilities 2012: $2,419,121Net Assets 2012: $3,456,8422012Assets 2013: $7,656,068Liabilities 2013: $2,605,909Net Assets 2013: $5,050,1592013Assets 2014: $8,338,516Liabilities 2014: $2,376,653Net Assets 2014: $5,961,8632014Assets 2015: $9,245,051Liabilities 2015: $2,541,775Net Assets 2015: $6,703,2762015Assets 2016: $10,061,824Liabilities 2016: $2,722,887Net Assets 2016: $7,338,9372016Assets 2017: $10,764,384Liabilities 2017: $1,578,751Net Assets 2017: $9,185,6332017Assets 2018: $9,694,567Liabilities 2018: $1,006,792Net Assets 2018: $8,687,7752018Assets 2019: $9,936,455Liabilities 2019: $1,019,197Net Assets 2019: $8,917,2582019Assets 2020: $9,850,638Liabilities 2020: $943,783Net Assets 2020: $8,906,8552020Assets 2021: $10,729,824Liabilities 2021: $815,478Net Assets 2021: $9,914,3462021Assets 2022: $11,173,738Liabilities 2022: $1,803,607Net Assets 2022: $9,370,1312022Assets 2023: $19,903,788Liabilities 2023: $10,229,337Net Assets 2023: $9,674,4512023Assets 2024: $18,531,354Liabilities 2024: $9,424,087Net Assets 2024: $9,107,2672024

Highlighted filing

2015

Assets$9,245,051
Liabilities$2,541,775
Net Assets$6,703,276

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2011: $2,283,5562011Expenses 2012: $2,740,9952012Expenses 2013: $3,883,0202013Revenue 2014: $5,696,448Expenses 2014: $4,774,689Net Income 2014: $921,7592014Revenue 2015: $6,291,418Expenses 2015: $5,524,431Net Income 2015: $766,9872015Revenue 2016: $6,828,782Expenses 2016: $6,159,975Net Income 2016: $668,8072016Revenue 2017: $10,410,566Expenses 2017: $8,485,755Net Income 2017: $1,924,8112017Revenue 2018: $7,726,685Expenses 2018: $8,322,410Net Income 2018: -$595,7252018Revenue 2019: $8,504,085Expenses 2019: $8,245,519Net Income 2019: $258,5662019Revenue 2020: $8,165,667Expenses 2020: $8,196,987Net Income 2020: -$31,3202020Revenue 2021: $7,815,595Expenses 2021: $6,923,213Net Income 2021: $892,3822021Revenue 2022: $8,227,558Expenses 2022: $8,684,735Net Income 2022: -$457,1772022Revenue 2023: $9,168,873Expenses 2023: $8,246,044Net Income 2023: $922,8292023Revenue 2024: $9,994,471Expenses 2024: $10,663,332Net Income 2024: -$668,8612024

Highlighted filing

2015

Revenue$6,291,418
Expenses$5,524,431
Net Income$766,987
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Jan 13, 2016
Return Version
2014v6.0
Gross Receipts
$9,153,816
Mission and Program Overview

Mission

The mission of alpha xi delta women's fraternity is to enrich the life of every alpha xi delta. We will nurture unity and cooperation; foster intellectual, professional, and personal growth; exemplify the highest ethical conduct; instill community responsibility; and perpetuate fraternal growth.

The mission of alpha xi delta women's fraternity is to enrich the life of every alpha xi delta. We will nurture unity and cooperation; foster intellectual, professional, and personal growth; exemplify the highest ethical conduct; instill community responsibility; and perpetuate fraternalgrowth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,364,691$3,763,197▲ $398,506
Savings and Temporary Cash Investments$2,629,999$2,921,318▲ $291,319
Investments in Publicly Traded Securities$1,257,324$1,022,815▼ $234,509
Accounts Receivable$157,298$334,004▲ $176,706
Cash and Non-Interest-Bearing Accounts$243,502$291,520▲ $48,018
Prepaid Expenses and Deferred Charges$261,791$261,699▼ $92
Other Notes and Loans Receivable, Net$224,471$261,421▲ $36,950
Inventories for Sale or Use$23,662$34,161▲ $10,499
Total Assets$8,338,516$9,245,051▲ $906,535
Other Assets Total$175,778$354,916▲ $179,138
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,738,095$1,720,892▼ $17,203
Deferred Revenue$290,075$422,273▲ $132,198
Accounts Payable and Accrued Expenses$156,377$275,239▲ $118,862
Other Liabilities$192,106$123,371▼ $68,735
Total Liabilities$2,376,653$2,541,775▲ $165,122
Net Assets / Fund Balance
Unrestricted Net Assets$5,961,863$6,703,276▲ $741,413
Total Net Assets Fund Balance$5,961,863$6,703,276▲ $741,413
Total Liabilities and Net Assets / Fund Balance$8,338,516$9,245,051▲ $906,535

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,208,461$911,187$3,119,648
Equipment$495,498$746,490$1,241,988
Leasehold Improvements$580,649$127,505$708,154
Land$478,589-$478,589
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elysia Balster GallivanNational Executive DirectoFT$92,423$3,046$95,469

Board Members and Trustees

NameTitle
Sandra Ellen EdwardsNational President
Fatima JohnsonNational Vice President
Micaela IslerNational Vice President
Michele EvinkNational Vice President
Nancy GainerNational Vice President
Nealy WheatNational Vice President
Suzanne Cantando KirschbaumNational Vice President

Highest Paid Contractors

ContractorServicesLocationCompensation
Gill Grilling Company LLCMeals/food Service2007 VALLEY ROAD, Annapolis, MD 21401$152,390
Hendrick HouseMeals/food Service904 WEST GREEN STREET, Urbana, IL 61801$151,742
Apc ConstructionRemodel And Repair ServicesPO BOX 4676, Valley Village, CA 91617$121,038
Revenue and Support

Revenue Composition

Contributions and Grants
$251,552
Program Service Revenue
$5,386,213
Investment Income
$98,372
Other Revenue
$555,281
All Other Contributions
$251,552
Change in Net Assets
$766,987

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,280,280
Revenue Not Reported on Financial Statements
$11,138
Revenue Not Reported on Form 990
$648,695
Total Revenue per Audited Statements
$6,928,975
Total Revenue per Form 990
$6,291,418
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,970,942
Salaries, Compensation, and Employee Benefits$1,553,489
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,232,990
All Other Expenses---$670,609
Occupancy---$487,130
Insurance---$407,855
Depreciation Depletion---$389,274
Conferences and Meetings---$321,365
Other Expenses---$224,076
Fees for Services Other---$127,961
Payroll Taxes---$122,915
Other Employee Benefits---$99,744
Current Officers, Directors, Trustees, and Key Employees---$97,840
Interest---$82,653
Fees for Services Accounting---$64,895
Office Expenses---$55,506
Information Technology---$43,467
Fees for Services Legal---$26,418
Advertising---$20,392
Travel---$11,652
Fees for Service Investment Mgmnt Fees---$11,138
Total Functional Expenses$0$0$0$5,524,431

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,187,562
Total Expenses per Form 990$5,524,431
Expenses per Audited Statements$5,513,293
Expenses Not Reported on Form 990$674,269
Expenses Not Reported on Financial Statements$11,138
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Guarantees of Indebtedness$100,000
Funds Held for Others$23,371
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The most common way to become a member of alpha xi delta is to participate in the formal recruitment process at universities where an alpha xi delta chapter is located. Alpha xi delta is a member of the national panhellenic conference (npc) and recruits new members under their guidelines.

Form 990, Part VI, Section A, Line 7A

Members of alpha xi delta elect the national council.

Form 990, Part VI, Section B, Line 11

Each member of the audit committee will receive a copy of the 990. Each member of the audit committee and elysia balster gallivan, as national executive director, will review the 990. Once those individuals have approved, the 990 will be issued. The final version will be shared with the national council for awareness prior to issuance.

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 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. 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

Kept on file. Available upon request

Filing and Contact Details

Filer

Filer Name
Alpha Xi Delta Fraternity
EIN
36-0720566
Phone
3178723500
Address
8702 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
Elysia Balster Gallivan
Title
National Executive Director
Phone
3178723500
Signed
2016-01-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elysia Balster Gallivan
Formed
1893
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
65
Volunteers
638

Preparer

Firm
Blue & Co LLC
Address
12800 N MERIDIAN STREET SUITE 400, CARMEL, IN 46032
Preparer
Angela N Crawford
Phone
3178488920
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4C, Program Service Accomplishments

Providing a quality membership experience requires countless programming opportunities to undergraduate and alumnae members alike. Alpha xi delta is proud to offer a range of programming to entice and educate women at all stages in their membership. Alpha xi delta rolled out a clear vision of life - the wellbeing program during this year. This is an educational program specifically designed for alpha xi delta alumnae. Based on the book, "wellbeing: the five essential elements" by tom rath and jim harter, the program offers "challenges" related to the five elements of wellbeing: career, social, financial, physical, and community. Alpha xi delta's magazine 'the quill" allows us to promote the incredible accomplishments of our members - both internally and externally. With a circulation of over 83,000, it is a source of pride for the organization. Alpha xi delta's comprehensive recruitment training program, the workout, was offered in two sessions in 2015. The workout helps get our chapters in top condition before they start the recruitment marathon. Activities and exercises for a successful recruitment plan and a review of conversation tactics give sisters the tools they need to instill alpha xi delta pride within their chapters. Regionally based volunteers plan and host a mid-year leadership training titled area wide training (awt). Women in attendance learn the basics of being a new officer as well as tactics to increase their campus presence through positive public relations efforts; importance of on-campus involvement; updates on how to incorporate our philanthropy, autism speaks, into the chapter calendar of events. Additionally, they were shown a webinar on the fraternity's partnership with allone health's student talk one-2-one program - a telephonic, 24/7/365 counseling service that is offered to our membership at no additional cost. Alpha xi delta's membership development program, realize your potential, allows a chapter to choose what subject areas would most benefit its membership in four core areas: self-awareness, self-management, social awareness, and relationship management. Each of these four areas has several workshops designed for chapter self-facilitation. Alpha xi delta held the volunteer leadership conference (vlc) for training and developing our volunteers. It was a time for national and territory directors, national council, national housing corporation board members and foundation trustees to use their ideas and talents to plan for the upcoming biennium. With a theme focused on sports and game planning, the weekend was packed with great ideas, training and collaboration. The founders' academy (tfa) is alpha xi delta's summer educational opportunity for chapter presidents and emerging chapter leaders. This was our first year for tfa, and programming centered around how to use our strengths through leadership opportunities and chapter management.

Form 990, Part III, Line 4D, Other Program Service Accomplishments

Master insurance program: the fraternity administers a master insurance program to provide insurance coverage to the local chapters and local building corporations of alpha xi delta. The program provides educational resources to chapters regarding safe event planning, resources for women, and contract language. Local building corporations are provided educational materials regarding preparing for tropical storms, preparing the chapter house for winter and summer breaks, and best practices related to basic maintenance of the facility.

Form 990, Part IX, Line 24E

Chapter assistance 209,520. The quill 169,970. Member services 83,248. House furnishings 57,332. Miscellaneous 49,094. Bank fees 30,737. Staff training & development 23,055. Philanthropy services 18,238. Dues & subscriptions 14,334. Postage 7,901. Bad debt expense 7,180.

Form 990, Part XII, Line 2C

The process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

Income taxes: the fraternity and the nhc are each organized as not-for-profit corporations and have obtained exemption from income taxes under section 501(c)(7) of the internal revenue code and similar state laws. (the nhc's exempt status was revoked; management applied for reinstatement in december 2012 and received notification in september 2014 that their exempt status has been restored effective november 2011.) 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. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the fraternity and nhc and to recognize a tax liability if the fraternity or nhc 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 both the fraternity and nhc, and has concluded that as of may 31, 2015 and 2014, 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 fraternity and nhc are subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The fraternity has filed its federal and state income tax returns for periods through may 31, 2014. The nhc has filed its federal and state income tax returns for the periods through may 31, 2014, however, as of the date the consolidated financial statements were available to be issued, the returns had not yet been accepted. 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 672,722. Loss on disposal of assets 1,547.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold 672,722. Loss on disposal of assets 1,547.

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IRS990/Form990PartVIISectionAGrp/PersonNm6NEALY WHEAT
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IRS990/Form990PartVIISectionAGrp/TitleTxt0NATIONAL PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1NATIONAL VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2NATIONAL VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3NATIONAL VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4NATIONAL VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5NATIONAL VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6NATIONAL VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7NATIONAL EXECUTIVE DIRECTO
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IRS990/MissionDesc0THE MISSION OF ALPHA XI DELTA WOMEN'S FRATERNITY IS TO ENRICH THE LIFE OF EVERY ALPHA XI DELTA. WE WILL NURTURE UNITY AND COOPERATION; FOSTER INTELLECTUAL, PROFESSIONAL, AND PERSONAL GROWTH; EXEMPLIFY THE HIGHEST ETHICAL CONDUCT; INSTILL COMMUNITY RESPONSIBILITY; AND PERPETUATE FRATERNAL GROWTH.
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IRS990/ProgSrvcAccomActy2Grp/Desc0CHAPTER ASSISTANCE. THE FRATERNITY HAS CHAPTERS LOCATED THROUGHOUT THE UNITED STATES. THE FRATERNITY SUPPORTS THE DEVELOPMENT OF THESE CHAPTER FACILITIES AND BUILDING CORPORATIONS BY LENDING MONEY AND MANAGING PROPERTY SITES. ALPHA XI DELTA INSTALLED NEW CHAPTERS AT FRANKLIN & MARSHALL COLLEGE, OKLAHOMA STATE UNIVERSITY, AND THE UNIVERSITY OF WISCONSIN - MADISON.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME TAXES: THE FRATERNITY AND THE NHC ARE EACH ORGANIZED AS NOT-FOR-PROFIT CORPORATIONS AND HAVE OBTAINED EXEMPTION FROM INCOME TAXES UNDER SECTION 501(C)(7) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE LAWS. (THE NHC'S EXEMPT STATUS WAS REVOKED; MANAGEMENT APPLIED FOR REINSTATEMENT IN DECEMBER 2012 AND RECEIVED NOTIFICATION IN SEPTEMBER 2014 THAT THEIR EXEMPT STATUS HAS BEEN RESTORED EFFECTIVE NOVEMBER 2011.) 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. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FRATERNITY AND NHC AND TO RECOGNIZE A TAX LIABILITY IF THE FRATERNITY OR NHC 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 BOTH THE FRATERNITY AND NHC, AND HAS CONCLUDED THAT AS OF MAY 31, 2015 AND 2014, 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 FRATERNITY AND NHC ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FRATERNITY HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH MAY 31, 2014. THE NHC HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR THE PERIODS THROUGH MAY 31, 2014, HOWEVER, AS OF THE DATE THE CONSOLIDATED FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THE RETURNS HAD NOT YET BEEN ACCEPTED. 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).
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST OF GOODS SOLD 672,722. LOSS ON DISPOSAL OF ASSETS 1,547.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2COST OF GOODS SOLD 672,722. LOSS ON DISPOSAL OF ASSETS 1,547.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDING A QUALITY MEMBERSHIP EXPERIENCE REQUIRES COUNTLESS PROGRAMMING OPPORTUNITIES TO UNDERGRADUATE AND ALUMNAE MEMBERS ALIKE. ALPHA XI DELTA IS PROUD TO OFFER A RANGE OF PROGRAMMING TO ENTICE AND EDUCATE WOMEN AT ALL STAGES IN THEIR MEMBERSHIP. ALPHA XI DELTA ROLLED OUT A CLEAR VISION OF LIFE - THE WELLBEING PROGRAM DURING THIS YEAR. THIS IS AN EDUCATIONAL PROGRAM SPECIFICALLY DESIGNED FOR ALPHA XI DELTA ALUMNAE. BASED ON THE BOOK, "WELLBEING: THE FIVE ESSENTIAL ELEMENTS" BY TOM RATH AND JIM HARTER, THE PROGRAM OFFERS "CHALLENGES" RELATED TO THE FIVE ELEMENTS OF WELLBEING: CAREER, SOCIAL, FINANCIAL, PHYSICAL, AND COMMUNITY. ALPHA XI DELTA'S MAGAZINE 'THE QUILL" ALLOWS US TO PROMOTE THE INCREDIBLE ACCOMPLISHMENTS OF OUR MEMBERS - BOTH INTERNALLY AND EXTERNALLY. WITH A CIRCULATION OF OVER 83,000, IT IS A SOURCE OF PRIDE FOR THE ORGANIZATION. ALPHA XI DELTA'S COMPREHENSIVE RECRUITMENT TRAINING PROGRAM, THE WORKOUT, WAS OFFERED IN TWO SESSIONS IN 2015. THE WORKOUT HELPS GET OUR CHAPTERS IN TOP CONDITION BEFORE THEY START THE RECRUITMENT MARATHON. ACTIVITIES AND EXERCISES FOR A SUCCESSFUL RECRUITMENT PLAN AND A REVIEW OF CONVERSATION TACTICS GIVE SISTERS THE TOOLS THEY NEED TO INSTILL ALPHA XI DELTA PRIDE WITHIN THEIR CHAPTERS. REGIONALLY BASED VOLUNTEERS PLAN AND HOST A MID-YEAR LEADERSHIP TRAINING TITLED AREA WIDE TRAINING (AWT). WOMEN IN ATTENDANCE LEARN THE BASICS OF BEING A NEW OFFICER AS WELL AS TACTICS TO INCREASE THEIR CAMPUS PRESENCE THROUGH POSITIVE PUBLIC RELATIONS EFFORTS; IMPORTANCE OF ON-CAMPUS INVOLVEMENT; UPDATES ON HOW TO INCORPORATE OUR PHILANTHROPY, AUTISM SPEAKS, INTO THE CHAPTER CALENDAR OF EVENTS. ADDITIONALLY, THEY WERE SHOWN A WEBINAR ON THE FRATERNITY'S PARTNERSHIP WITH ALLONE HEALTH'S STUDENT TALK ONE-2-ONE PROGRAM - A TELEPHONIC, 24/7/365 COUNSELING SERVICE THAT IS OFFERED TO OUR MEMBERSHIP AT NO ADDITIONAL COST. ALPHA XI DELTA'S MEMBERSHIP DEVELOPMENT PROGRAM, REALIZE YOUR POTENTIAL, ALLOWS A CHAPTER TO CHOOSE WHAT SUBJECT AREAS WOULD MOST BENEFIT ITS MEMBERSHIP IN FOUR CORE AREAS: SELF-AWARENESS, SELF-MANAGEMENT, SOCIAL AWARENESS, AND RELATIONSHIP MANAGEMENT. EACH OF THESE FOUR AREAS HAS SEVERAL WORKSHOPS DESIGNED FOR CHAPTER SELF-FACILITATION. ALPHA XI DELTA HELD THE VOLUNTEER LEADERSHIP CONFERENCE (VLC) FOR TRAINING AND DEVELOPING OUR VOLUNTEERS. IT WAS A TIME FOR NATIONAL AND TERRITORY DIRECTORS, NATIONAL COUNCIL, NATIONAL HOUSING CORPORATION BOARD MEMBERS AND FOUNDATION TRUSTEES TO USE THEIR IDEAS AND TALENTS TO PLAN FOR THE UPCOMING BIENNIUM. WITH A THEME FOCUSED ON SPORTS AND GAME PLANNING, THE WEEKEND WAS PACKED WITH GREAT IDEAS, TRAINING AND COLLABORATION. THE FOUNDERS' ACADEMY (TFA) IS ALPHA XI DELTA'S SUMMER EDUCATIONAL OPPORTUNITY FOR CHAPTER PRESIDENTS AND EMERGING CHAPTER LEADERS. THIS WAS OUR FIRST YEAR FOR TFA, AND PROGRAMMING CENTERED AROUND HOW TO USE OUR STRENGTHS THROUGH LEADERSHIP OPPORTUNITIES AND CHAPTER MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MASTER INSURANCE PROGRAM: THE FRATERNITY ADMINISTERS A MASTER INSURANCE PROGRAM TO PROVIDE INSURANCE COVERAGE TO THE LOCAL CHAPTERS AND LOCAL BUILDING CORPORATIONS OF ALPHA XI DELTA. THE PROGRAM PROVIDES EDUCATIONAL RESOURCES TO CHAPTERS REGARDING SAFE EVENT PLANNING, RESOURCES FOR WOMEN, AND CONTRACT LANGUAGE. LOCAL BUILDING CORPORATIONS ARE PROVIDED EDUCATIONAL MATERIALS REGARDING PREPARING FOR TROPICAL STORMS, PREPARING THE CHAPTER HOUSE FOR WINTER AND SUMMER BREAKS, AND BEST PRACTICES RELATED TO BASIC MAINTENANCE OF THE FACILITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MOST COMMON WAY TO BECOME A MEMBER OF ALPHA XI DELTA IS TO PARTICIPATE IN THE FORMAL RECRUITMENT PROCESS AT UNIVERSITIES WHERE AN ALPHA XI DELTA CHAPTER IS LOCATED. ALPHA XI DELTA IS A MEMBER OF THE NATIONAL PANHELLENIC CONFERENCE (NPC) AND RECRUITS NEW MEMBERS UNDER THEIR GUIDELINES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS OF ALPHA XI DELTA ELECT THE NATIONAL COUNCIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EACH MEMBER OF THE AUDIT COMMITTEE WILL RECEIVE A COPY OF THE 990. EACH MEMBER OF THE AUDIT COMMITTEE AND ELYSIA BALSTER GALLIVAN, AS NATIONAL EXECUTIVE DIRECTOR, WILL REVIEW THE 990. ONCE THOSE INDIVIDUALS HAVE APPROVED, THE 990 WILL BE ISSUED. THE FINAL VERSION WILL BE SHARED WITH THE NATIONAL COUNCIL FOR AWARENESS PRIOR TO ISSUANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FORMS ARE COLLECTED, KEPT ON FILE, AND INDIVIDUALS ARE ASKED TO RECUSE THEMSELVES FROM A VOTE IF IT IS A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE 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. NATIONAL PRESIDENT COMPLETES THE REVIEW AND SENDS A MEMO TO DIRECTOR OF FINANCE AND OPERATIONS FOR THE FRATERNITY FOR EXECUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7KEPT ON FILE. AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CHAPTER ASSISTANCE 209,520. THE QUILL 169,970. MEMBER SERVICES 83,248. HOUSE FURNISHINGS 57,332. MISCELLANEOUS 49,094. BANK FEES 30,737. STAFF TRAINING & DEVELOPMENT 23,055. PHILANTHROPY SERVICES 18,238. DUES & SUBSCRIPTIONS 14,334. POSTAGE 7,901. BAD DEBT EXPENSE 7,180.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICE ACCOMPLISHMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART XII, LINE 2C
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.5$9.42$9.11$9.99$10.7$0.67
2023Detailed filing. Detailed filing data is available for this year.$19.9$10.2$9.67$9.17$8.25$0.92
2022Detailed filing. Detailed filing data is available for this year.$11.2$1.80$9.37$8.23$8.68$0.46
2021Detailed filing. Detailed filing data is available for this year.$10.7$0.82$9.91$7.82$6.92$0.89
2020Detailed filing. Detailed filing data is available for this year.$9.85$0.94$8.91$8.17$8.20$0.03
2019Detailed filing. Detailed filing data is available for this year.$9.94$1.02$8.92$8.50$8.25$0.26
2018Detailed filing. Detailed filing data is available for this year.$9.69$1.01$8.69$7.73$8.32$0.60
2017Detailed filing. Detailed filing data is available for this year.$10.8$1.58$9.19$10.4$8.49$1.92
2016Detailed filing. Detailed filing data is available for this year.$10.1$2.72$7.34$6.83$6.16$0.67
2015Detailed filing. Detailed filing data is available for this year.$9.25$2.54$6.70$6.29$5.52$0.77
2014Detailed filing. Detailed filing data is available for this year.$8.34$2.38$5.96$5.70$4.77$0.92
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.66$2.61$5.05$3.88
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.88$2.42$3.46$2.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.50$1.86$2.64$2.28