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Nonprofiteer
← ALPHA DELTA PI FOUNDATION INC

Form 990 for tax year 2022

Filed by ALPHA DELTA PI FOUNDATION INC.

Totals

Total revenue
$3,734,496
Total expenses
$2,973,562
Contributions and grants received
$3,463,823
Grants paid
$1,396,904
Program service revenue
$0
Investment income
$270,673
Other revenue
$0
Total assets, end of year
$23,469,479
Total liabilities, end of year
$115,510
Net assets or fund balances, end of year
$23,353,969
Program services expenses (Part IX)
$1,807,271
Management and general expenses
$837,750
Fundraising expenses
$328,541
Program service expenses (Part III)
$1,807,271

Program services were 60.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $3,463,823

  • 1g · Noncash contributions included above

    $164,821

  • 3 · Investment income

    total $626,195 · excluded $626,195

  • 7a · Gross sales of assets other than inventory

    securities $6,692,207

  • 7b · Less cost or other basis and sales expenses

    securities $7,047,729

  • 7c · Gain or loss

    securities -$355,522

  • 7d · Net gain or loss

    total -$355,522 · excluded -$355,522

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,035,619 · program services $1,035,619

  • 2 · Grants to domestic individuals

    total $361,285 · program services $361,285

  • 5 · Compensation of officers, directors and key employees

    total $133,343 · program services $68,116 · management and general $41,186 · fundraising $24,041

  • 7 · Other salaries and wages

    total $240,426 · program services $122,817 · management and general $74,262 · fundraising $43,347

  • 9 · Other employee benefits

    total $57,516 · program services $22,305 · management and general $27,338 · fundraising $7,873

  • 10 · Payroll taxes

    total $37,429 · program services $18,778 · management and general $12,023 · fundraising $6,628

  • 11b · Fees: legal

    total $25,341 · program services $14,036 · management and general $9,979 · fundraising $1,326

  • 11c · Fees: accounting

    total $172,249 · program services $74,587 · management and general $71,337 · fundraising $26,325

  • 11e · Fees: professional fundraising services

    total $40,111 · fundraising $40,111

  • 11f · Fees: investment management

    total $84,713 · management and general $84,713

  • 11g · Fees: other

    total $11,430 · program services $3,646 · management and general $7,784

  • 12 · Advertising and promotion

    total $10,839 · program services $5,862 · management and general $2,346 · fundraising $2,631

  • 13 · Office expenses

    total $82,963 · program services $13,185 · management and general $23,889 · fundraising $45,889

  • 14 · Information technology

    total $11,963 · program services $5,565 · management and general $4,434 · fundraising $1,964

  • 16 · Occupancy

    total $16,477 · program services $5,743 · management and general $8,707 · fundraising $2,027

  • 17 · Travel

    total $87,596 · program services $21,373 · management and general $28,283 · fundraising $37,940

  • 19 · Conferences, conventions and meetings

    total $8,150 · program services $8,150

  • 22 · Depreciation, depletion and amortization

    total $6,716 · management and general $6,716

  • 23 · Insurance

    total $95 · management and general $95

  • 24a · Other expenses: UNFULFILLED PLEDGES

    total $381,630 · management and general $381,630

  • 24b · Other expenses: DONOR CULTIVATION

    total $110,934 · program services $20,297 · management and general $2,555 · fundraising $88,082

  • 24c · Other expenses: BANK CHARGES

    total $49,269 · management and general $49,269

  • 24d · Other expenses: MISCELLANEOUS

    total $7,468 · program services $5,907 · management and general $1,204 · fundraising $357

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $247,239 · end of year $51,902

  • 2 · Savings and temporary cash investments

    beginning of year $1,126,642 · end of year $1,066,752

  • 3 · Pledges and grants receivable

    beginning of year $2,373,310 · end of year $1,969,603

  • 9 · Prepaid expenses and deferred charges

    end of year $68,372

  • 10a · Land, buildings and equipment: cost or other basis

    $54,776

  • 10b · Land, buildings and equipment: accumulated depreciation

    $47,215

  • 10c · Land, buildings and equipment, net

    beginning of year $11,168 · end of year $7,561

  • 11 · Investments: publicly traded securities

    beginning of year $18,069,924 · end of year $20,253,740

  • 15 · Other assets

    beginning of year $47,954 · end of year $51,549

  • 17 · Accounts payable and accrued expenses

    beginning of year $58,004 · end of year $13,409

  • 25 · Other liabilities

    beginning of year $69,085 · end of year $102,101

  • 27 · Net assets without donor restrictions

    beginning of year $1,965,333 · end of year $2,801,183

  • 28 · Net assets with donor restrictions

    beginning of year $19,783,815 · end of year $20,552,786

Mission and programs · 2022

Mission

ESTABLISHED IN 1983, THE ALPHA DELTA PI FOUNDATION ACCEPTS TAX DEDUCTIBLE GIFTS TO PROVIDE ESSENTIAL RESOURCES FOR ALPHA DELTA PI SORORITY'S EDUCATIONAL, LEADERSHIP, AND PHILANTHROPIC ACTIVITIES. THE FOUNDATION FUNDS A VARIETY OF OPPORTUNITIES THAT BENEFIT ALPHA DELTA PI SORORITY AND ITS MEMBERS, AS WELL AS THE PRESERVATION OF MONUMENTS AND MEMORIALS THAT ARE UNIQUE TO ALPHA DELTA PI SORORITY'S PLACE IN HISTORY.

Activities or mission (Part I)

ESTABLISHED IN 1983, THE ALPHA DELTA PI FOUNDATION ACCEPTS TAX DEDUCTIBLE GIFTS TO PROVIDE ESSENTIAL RESOURCES FOR ALPHA DELTA PI SORORITY'S EDUCATIONAL, LEADERSHIP AND PHILANTHROPIC ACTIVITIES. THE FOUNDATION FUNDS A VARIETY OF OPPORTUNITIES THAT BENEFIT ALPHA DELTA PI SORORITY AND ITS MEMBERS AS WELL AS THE PRESERVATION OF MONUMENTS AND MEMORIALS THAT ARE UNIQUE TO ALPHA DELTA PI SORORITY'S PLACE IN HISTORY.

  • THE ALPHA DELTA PI FOUNDATION IS PROUD TO AWARD APPROXIMATELY 175 COMPETITIVE ACADEMIC SCHOLARSHIPS EACH YEAR WITH A TOTAL OF MORE THAN $250,000 IN SCHOLARSHIPS. AWARD AMOUNTS VARY UP TO $5,000, AND SCHOLARSHIPS UP TO $5,035 ARE AVAILABLE FOR UNDERGRADUATE, GRADUATE, AND CONTINUING EDUCATION STUDY.

    Expenses $407,091 · Grants $302,785

  • EDUCATIONAL PROGRAMMING WAS PROVIDED BY GRANTS MADE FROM THE ALPHA DELTA PI FOUNDATION FOR CHAPTER MEMBERS, ADVISORS, AND ALUMNAE ATTENDING OFFICER ACADEMY. ADDITIONALLY, RESOURCES FOR OUR UNDERGRADUATE MEMBERS ARE MADE AVAILABLE FOR THE CONTINUED FIGHT TO PREVENT HAZING, TO SUPPORT MENTAL WELLNESS, AND IN PROGRAMS TO ADDRESS SEXUAL AND RELATIONSHIP MISCONDUCT, BINGE DRINKING, HAZING, AND BULLYING.

    Expenses $266,201 · Grants $171,356

  • THE CLASPED HANDS FUND GRANT PROVIDES EMERGENCY FINANCIAL ASSISTANCE TO ALUMNAE WHO FIND THEMSELVES IN FINANCIAL DISTRESS. NEED AND CIRCUMSTANCES DETERMINE THE AMOUNT OF EACH GRANT. IN 2021-22, THE FOUNDATION GRANTED FUNDS TO 16 INDIVIDUALS WHO WERE FACING FINANCIAL DISTRESS.THE ABIGAIL DAVIS EMERGENCY GRANT FUND PROVIDES GRANTS OF UP TO $3,500 FOR SHORT-TERM ASSISTANCE TO COLLEGIANS WHO ARE EXPERIENCING UNFORESEEN FINANCIAL DIFFICULTIES. GRANTS MUST BE USED FOR TUITION, BOOKS, OR SCHOOL FEES. GRANTS MAY NOT BE USED FOR SORORITY DUES OR ROOM AND BOARD. THE FOUNDATION PROVIDED 8 ONE-TIME EMERGENCY GRANTS TO UNDERGRADUATE MEMBERS TO ENSURE THEY COULD CONTINUE THEIR EDUCATIONAL EXPERIENCE.

    Expenses $58,500 · Grants $58,500

  • THE FOUNDATION MADE GIFTS TO CONSTRUCT THE THE QUALIFYING EDUCATIONAL PORTION OF COLLEGIATE CHAPTER HOUSING.

    Expenses $791,952 · Grants $791,952

  • THE FOUNDATION FUNDS A VARIETY OF OTHER OPPORTUNITIES THAT BENEFIT ALPHA DELTA PI SORORITY AND ITS MEMBERS, AS WELL AS THE PRESERVATION OF MONUMENTS AND MEMORIALS THAT ARE UNIQUE TO ALPHA DELTA PI SORORITY'S PLACE IN HISTORY.

    Expenses $283,527 · Grants $72,311

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Amalia Cochran

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Cindy Voris

    VP OF GRANTS

    Total calculated
    $0
    Hours/week
    4

  • Barbara Kinter Kunkel

    VP OF FINANCE

    Total calculated
    $0
    Hours/week
    4

  • Stacy Demartini Bruton

    VP OF SCHOLARSHIPS

    Total calculated
    $0
    Hours/week
    4

  • Jessica White Tom

    VP OF PHILANTHROPY

    Total calculated
    $0
    Hours/week
    4

  • Karon Elliot Galentine

    VP OF DEVELOPMENT

    Total calculated
    $0
    Hours/week
    4

  • Pam Zimmerman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Bonnie Yamaoka

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Debbie Roeber Castellone

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Amy Cook Fisher

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Jennifer Polley Webb

    EXECUTIVE DIRECTOR

    Total calculated
    $135,309
    From this org
    $121,699
    From related orgs
    $0
    Other
    $13,610
    Hours/week
    35

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
14 December 2023
IRS schema version
2022v5.0
Source object
202333489349301588

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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