Civic Intelligence

Alpha Delta Kappa Foundation

990 • Fiscal year 2017 • EIN 43-1280111

Jun 01, 2016 to May 31, 2017 • Filed on Feb 02, 2018

1615 West 92nd StreetKansas City, MO 64114

(816) 363-5525

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

21st percentile

0.04x

Higher debt load relative to revenue than 21% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

33rd percentile

$84,714

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

69th percentile

10%

Faster asset growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

52nd percentile

5.3%

Faster revenue growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$5,935,790

Up $563,387 (+10%) from 2016

Net Assets

Up

$5,911,524

Up $559,442 (+10%) from 2016

Liabilities

Up

$24,266

Up $3,945 (+19%) from 2016

Revenue

Up

$555,701

Up $27,855 (+5.3%) from 2016

Expenses

Down

$341,603

Down $33,384 (-8.9%) from 2016

Net Income

Up

$214,098

Up $61,239 (+40%) from 2016

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $3,737,141Liabilities 2011: $1,390Net Assets 2011: $3,735,7512011Assets 2012: $3,776,659Liabilities 2012: $2,167Net Assets 2012: $3,774,4922012Assets 2013: $4,497,850Liabilities 2013: $35,590Net Assets 2013: $4,462,2602013Assets 2014: $5,063,420Liabilities 2014: $2,703Net Assets 2014: $5,060,7172014Assets 2015: $5,524,054Liabilities 2015: $3,276Net Assets 2015: $5,520,7782015Assets 2016: $5,372,403Liabilities 2016: $20,321Net Assets 2016: $5,352,0822016Assets 2017: $5,935,790Liabilities 2017: $24,266Net Assets 2017: $5,911,5242017Assets 2018: $6,230,762Liabilities 2018: $31,939Net Assets 2018: $6,198,8232018Assets 2019: $6,446,386Liabilities 2019: $33,271Net Assets 2019: $6,413,1152019Assets 2020: $6,875,790Liabilities 2020: $20,716Net Assets 2020: $6,855,0742020Assets 2021: $8,275,438Liabilities 2021: $1,966Net Assets 2021: $8,273,4722021

Highlighted filing

2017

Assets$5,935,790
Liabilities$24,266
Net Assets$5,911,524

Operations Trend

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

$1.0M$500K$0Expenses 2011: $307,6152011Expenses 2012: $370,3352012Expenses 2013: $336,4692013Revenue 2014: $849,613Expenses 2014: $350,535Net Income 2014: $499,0782014Revenue 2015: $731,287Expenses 2015: $294,448Net Income 2015: $436,8392015Revenue 2016: $527,846Expenses 2016: $374,987Net Income 2016: $152,8592016Revenue 2017: $555,701Expenses 2017: $341,603Net Income 2017: $214,0982017Revenue 2018: $654,386Expenses 2018: $490,453Net Income 2018: $163,9332018Revenue 2019: $493,536Expenses 2019: $279,586Net Income 2019: $213,9502019Revenue 2020: $481,263Expenses 2020: $382,966Net Income 2020: $98,2972020Revenue 2021: $530,067Expenses 2021: $369,399Net Income 2021: $160,6682021

Highlighted filing

2017

Revenue$555,701
Expenses$341,603
Net Income$214,098
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Feb 2, 2018
Return Version
2016v3.0
Gross Receipts
$3,552,752
Mission and Program Overview

Mission

To carry on charitable, scientific, literary and educational activities.

To carry on charitable, scientific, literary and educational activities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,181,544$5,566,984▲ $385,440
Savings and Temporary Cash Investments$54,649$229,107▲ $174,458
Cash and Non-Interest-Bearing Accounts$98,342$119,203▲ $20,861
Total Assets$5,372,403$5,935,790▲ $563,387
Other Assets Total$37,868$20,496▼ $17,372
Liabilities
Accounts Payable and Accrued Expenses$20,321$24,266▲ $3,945
Total Liabilities$20,321$24,266▲ $3,945
Net Assets / Fund Balance
Unrestricted Net Assets$4,989,889$5,509,576▲ $519,687
Temporarily Rstr Net Assets$362,193$401,948▲ $39,755
Total Net Assets Fund Balance$5,352,082$5,911,524▲ $559,442
Total Liabilities and Net Assets / Fund Balance$5,372,403$5,935,790▲ $563,387
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Laura BourgeoisSecretaryFT$84,714$84,714

Board Members and Trustees

NameTitle
Barbara StanfieldExecutive Board Chairman
Ruth Ann GriggsINT'L PRESIDENT
Susan PelchatINT'L PRESIDENT ELECT
June BellamyPAST INT'L PRESIDENT
Anne CrevelingExecutive Board Member
Carol RobertsonExecutive Board Member
Gloria BeatsonExecutive Board Member
Jan CookExecutive Board Member
Linda ChambersExecutive Board Member
Linda HughesExecutive Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$353,716
Program Service Revenue
$0
Investment Income
$201,985
Other Revenue
$0
All Other Contributions
$159,164
Change in Net Assets
$214,098

Audited Revenue Reconciliation

Revenue per Audited Statements
$555,701
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$555,701
Total Revenue per Form 990
$555,701
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$224,666
Other Expenses$116,937
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$154,666--$154,666
Grants to Domestic Orgs$70,000--$70,000
Fees for Services Management$60,955--$60,955
Fees for Service Investment Mgmnt Fees-$23,332-$23,332
Conferences and Meetings$17,412--$17,412
Fees for Services Legal-$1,950-$1,950
Other Expenses$781$11,779-$781
Fees for Services Accounting-$728-$728
Total Functional Expenses$303,814$37,789$0$341,603

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$341,603
Total Expenses per Audited Statements$341,603
Total Expenses per Form 990$341,603
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ALZHEIMER'S ASSOCIATIONChicago, IL501(c)(3)PROVIDE FUNDS FOR ALZHEIMER'S RESEARCH$35,000
ST JUDE CHILDREN'S RESEARCH HOSPITALMemphis, TN501(c)(3)PROVIDE FUNDS TO CHILDREN'S RESEARCH HOSPITAL$35,000
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A draft copy of the form 990 is provided to the organization for review by the accountant and the executive administrator.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy requires that officers and directors annually disclose to the chairman of the international executive board any interests that could give rise to conflict. For each interest disclosed to the chairman, the chairman determines what action to take. The executive administrator monitors ongoing transactions for conflicts of interest and discloses them to the chairman of the board in order to deal with potential or actual conflicts.

Form 990, Part VI, Section C, Line 19

Copies of the organization's form 990, bylaws, and policies are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Alpha Delta Kappa Foundation
EIN
43-1280111
Phone
8163635525
Address
1615 WEST 92ND STREET, KANSAS CITY, MO 64114

Signing Officer

Name
Laura Bourgeois
Title
Secretary
Phone
8163635525
Signed
2018-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Bourgeois
Formed
1983
Legal Domicile
Mo
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Ifft & Co Pa
Address
11030 GRANADA LN SUITE 100, OVERLAND PARK, KS 66211
Preparer
Mark W Eaton
Phone
9133451120
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process for overseeing the audit and selection of an independent accountant has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The sorority is generally exempt from income taxes under section 501(c)(7) of the internal revenue code, and the foundation is generally exempt from income taxes under section 501(c)(3) of the internal revenue code. The sorority is subject to taxes on its unrelated business income, which consists of investment income not transferred to the foundation. There was no income tax expense for the years ended may 31, 2017 or 2016. Accordingly, no provision or liability for income taxes has been included in the accompanying combining financial statements. The sorority and foundation recognize the financial statement benefit of a tax position only after determining that the relevant tax authority would more likely than not sustain the position following an audit. For tax positions meeting the more-likely-than not threshold, the amount recognized in the financial statements is the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement with the relevant tax authority. The sorority and foundation are subject to income tax regulations in the u.s. Federal jurisdiction and certain state jurisdictions. Tax regulations within each jurisdiction are subject to the interpretation of the related tax laws and regulations and require significant judgment to apply. With few exceptions, the sorority and foundation are no longer subject to income tax examinations by the applicable tax authorities for the years before 2014. If any were to be incurred, the sorority's and foundation's policy is to record penalties and interest assessed by income tax authorities as operating expenses.

Raw XML AppendixShowing 400 of 490 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt020321
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt024266
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO CARRY ON CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL ACTIVITIES
IRS990/AllOtherContributionsAmt0159164
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LAURA BOURGEOIS
IRS990/BooksInCareOfDetail/PhoneNum08163635525
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01615 W 92ND STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0KANSAS CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd064114
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt098342
IRS990/CashNonInterestBearingGrp/EOYAmt0119203
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt017412
IRS990/ConferencesMeetingsGrp/TotalAmt017412
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0353716
IRS990/CYGrantsAndSimilarPaidAmt0224666
IRS990/CYInvestmentIncomeAmt0201985
IRS990/CYOtherExpensesAmt0116937
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0214098
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0341603
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0555701
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SCHOLARSHIPS AND GRANTS FOR TEACHER EDUCATION
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0231704
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0728
IRS990/FeesForServicesAccountingGrp/TotalAmt0728
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01950
IRS990/FeesForServicesLegalGrp/TotalAmt01950
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt060955
IRS990/FeesForServicesManagementGrp/TotalAmt060955
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt023332
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt023332
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt320.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt420.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt520.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt620.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt720.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt820.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt920.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1037.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt320.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt420.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt520.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt620.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt720.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt820.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt920.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1037.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1014622
IRS990/Form990PartVIISectionAGrp/PersonNm0BARBARA STANFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm1JUNE BELLAMY
IRS990/Form990PartVIISectionAGrp/PersonNm2RUTH ANN GRIGGS
IRS990/Form990PartVIISectionAGrp/PersonNm3SUSAN PELCHAT
IRS990/Form990PartVIISectionAGrp/PersonNm4LINDA HUGHES
IRS990/Form990PartVIISectionAGrp/PersonNm5LINDA CHAMBERS
IRS990/Form990PartVIISectionAGrp/PersonNm6CAROL ROBERTSON
IRS990/Form990PartVIISectionAGrp/PersonNm7GLORIA BEATSON
IRS990/Form990PartVIISectionAGrp/PersonNm8JAN COOK
IRS990/Form990PartVIISectionAGrp/PersonNm9ANNE CREVELING
IRS990/Form990PartVIISectionAGrp/PersonNm10LAURA BOURGEOIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1070092
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE BOARD CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST INT'L PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2INT'L PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3INT'L PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt088231
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt0154666
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0154666
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0154666
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt070000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt070000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03085282
IRS990/GrossReceiptsAmt03552752
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0113754
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0113754
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05181544
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05566984
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02997051
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO CARRY ON CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05352082
IRS990/NetAssetsOrFundBalancesEOYAmt05911524
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt088231
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt088231
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0345344
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt037868
IRS990/OtherAssetsTotalGrp/EOYAmt020496
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1PROGRAM OPERATING EXPEN
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011779
IRS990/OtherExpensesGrp/ProgramServicesAmt0781
IRS990/OtherExpensesGrp/TotalAmt011779
IRS990/OtherExpensesGrp/TotalAmt1781
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LAURA BOURGEOIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0OTHER CONTRIBUTIONS - ST. JUDE CHILDREN'S RESEARCH HOSPITAL; ALZHEIMER'S ASSOCIATION
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt070000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt070000
IRS990/ProgSrvcAccomActy3Grp/Desc0INTERNATIONAL TEACHER EDUCATION CULTURAL EXCHANGE
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02110
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0320223
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0273387
IRS990/PYInvestmentIncomeAmt0207623
IRS990/PYOtherExpensesAmt0101600
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0152859
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0374987
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0527846
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0214098
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0194552
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt054649
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0229107
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0353716
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0320223
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0413527
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0457341
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0539410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02084217
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0113754
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0160872
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0206482
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0133660
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt099353
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0714121
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0243
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0400
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0424
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01067
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43490
IRS990ScheduleA/PublicSupportPY170Pct00.41490
IRS990ScheduleA/PublicSupportTotal170Amt01217541
IRS990ScheduleA/SubstantialContributorsTotAmt0866676
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0353716
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0320223
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0413527
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0457341
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0539410
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02084217
IRS990ScheduleA/TotalSupportAmt02799405
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0341603
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0555701
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SORORITY IS GENERALLY EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(7) OF THE INTERNAL REVENUE CODE, AND THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SORORITY IS SUBJECT TO TAXES ON ITS UNRELATED BUSINESS INCOME, WHICH CONSISTS OF INVESTMENT INCOME NOT TRANSFERRED TO THE FOUNDATION. THERE WAS NO INCOME TAX EXPENSE FOR THE YEARS ENDED MAY 31, 2017 OR 2016. ACCORDINGLY, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING COMBINING FINANCIAL STATEMENTS. THE SORORITY AND FOUNDATION RECOGNIZE THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE-LIKELY-THAN NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. THE SORORITY AND FOUNDATION ARE SUBJECT TO INCOME TAX REGULATIONS IN THE U.S. FEDERAL JURISDICTION AND CERTAIN STATE JURISDICTIONS. TAX REGULATIONS WITHIN EACH JURISDICTION ARE SUBJECT TO THE INTERPRETATION OF THE RELATED TAX LAWS AND REGULATIONS AND REQUIRE SIGNIFICANT JUDGMENT TO APPLY. WITH FEW EXCEPTIONS, THE SORORITY AND FOUNDATION ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE APPLICABLE TAX AUTHORITIES FOR THE YEARS BEFORE 2014. IF ANY WERE TO BE INCURRED, THE SORORITY'S AND FOUNDATION'S POLICY IS TO RECORD PENALTIES AND INTEREST ASSESSED BY INCOME TAX AUTHORITIES AS OPERATING EXPENSES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0341603
IRS990ScheduleD/TotalRevenuePerForm990Amt0555701
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0555701
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0341603
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt036127
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt110000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt223739
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt370000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt414800
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0REGIONAL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1FINE ART GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2STATE AND CHAPTER SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3IT EDUCATION SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4INNOVATION AND FUTURE EDUCATOR GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt075
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt12
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt212
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt37
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt430
IRS990ScheduleI/RecipientTable/CashGrantAmt035000
IRS990ScheduleI/RecipientTable/CashGrantAmt135000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE FUNDS FOR ALZHEIMER'S RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PROVIDE FUNDS TO CHILDREN'S RESEARCH HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALZHEIMER'S ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ST JUDE CHILDREN'S RESEARCH HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientEIN0133039601
IRS990ScheduleI/RecipientTable/RecipientEIN1620646012
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0225 N MICHIGAN AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1262 DANNY THOMAS PLACE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MEMPHIS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060601
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd138105
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE BOARD OF DIRECTORS DETERMINES THE CRITERIA USED TO QUALIFY FOR CHARITABLE GRANTS AND ASSISTANCE FROM THE ORGANIZATION. FUNDS FOR SCHOLARSHIPS ARE MONITORED BY EXTENSIVE PAPERWORK. THE APPLICANTS SUBMIT A LISTING OF THE COLLEGE TUITION, FEES, BOOKS AND LIVING EXPENSES THEY INCUR. THE RECIPIENTS ARE SPONSORED BY MEMBERS IN THE AREA OF THEIR SCHOOL WHO KEEP TRACK OF THE STUDENTS' ACTIVITIES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION FOR REVIEW BY THE ACCOUNTANT AND THE EXECUTIVE ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY REQUIRES THAT OFFICERS AND DIRECTORS ANNUALLY DISCLOSE TO THE CHAIRMAN OF THE INTERNATIONAL EXECUTIVE BOARD ANY INTERESTS THAT COULD GIVE RISE TO CONFLICT. FOR EACH INTEREST DISCLOSED TO THE CHAIRMAN, THE CHAIRMAN DETERMINES WHAT ACTION TO TAKE. THE EXECUTIVE ADMINISTRATOR MONITORS ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSES THEM TO THE CHAIRMAN OF THE BOARD IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES OF THE ORGANIZATION'S FORM 990, BYLAWS, AND POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS FOR OVERSEEING THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ALPHA DELTA KAPPA SORORITY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0440547482
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(7)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO CARRY ON CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL ACTIVITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01615 WEST 92ND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0KANSAS CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd064114
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt077935
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt160955
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ALPHA DELTA KAPPA SORORITY INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1ALPHA DELTA KAPPA SORORITY INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1M

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings