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Nonprofiteer
← ALPHA XI DELTA FRATERNITY

Form 990 for tax year 2022

Filed by ALPHA XI DELTA FRATERNITY.

Totals

Total revenue
$9,168,873
Total expenses
$8,246,044
Contributions and grants received
$163,735
Grants paid
$47,444
Program service revenue
$7,667,003
Investment income
$881,608
Other revenue
$456,527
Total assets, end of year
$19,903,788
Total liabilities, end of year
$10,229,337
Net assets or fund balances, end of year
$9,674,451
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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

    $163,735

  • 2a · Program service revenue: CHAPTER HOUSE RENTAL

    total $3,794,607 · related or exempt $3,794,607

  • 2b · Program service revenue: MEMBERSHIP DUES

    total $2,789,559 · related or exempt $2,789,559

  • 2c · Program service revenue: RISK MANAGEMENT ASSESS

    total $694,196 · related or exempt $694,196

  • 2d · Program service revenue: PROPERTY MANAGEMENT

    total $275,595 · related or exempt $275,595

  • 2e · Program service revenue: MEETINGS AND EVENTS

    total $107,094 · related or exempt $107,094

  • 2f · All other program service revenue

    total $5,952 · related or exempt $5,952

  • 3 · Investment income

    total $93,557 · unrelated business $93,557

  • 5 · Royalties

    total $189,143 · unrelated business $189,143

  • 7a · Gross sales of assets other than inventory

    securities $193,323 · other assets $830,695

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

    securities $167,672 · other assets $68,295

  • 7c · Gain or loss

    securities $25,651 · other assets $762,400

  • 7d · Net gain or loss

    total $788,051 · unrelated business $25,651 · excluded $762,400

  • 10a · Gross sales of inventory

    $608,699

  • 10b · Cost of goods sold

    $377,963

  • 10c · Net income from sales of inventory

    total $230,736 · related or exempt $230,736

  • 11a · Other revenue: PROCEEDS FROM CLOSED C

    total $23,405 · related or exempt $23,405

  • 11b · Other revenue: OTHER INCOME

    total $8,943 · related or exempt $8,943

  • 11c · Other revenue: RELEASE FROM GUARANTEE

    total $4,300 · related or exempt $4,300

  • 11e · Other revenue, total

    $36,648

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $47,444

  • 5 · Compensation of officers, directors and key employees

    total $299,532

  • 7 · Other salaries and wages

    total $1,413,376

  • 9 · Other employee benefits

    total $114,966

  • 10 · Payroll taxes

    total $134,320

  • 11a · Fees: management

    total $219,730

  • 11b · Fees: legal

    total $23,434

  • 11c · Fees: accounting

    total $31,933

  • 11f · Fees: investment management

    total $7,208

  • 11g · Fees: other

    total $161,725

  • 13 · Office expenses

    total $121,457

  • 14 · Information technology

    total $244,030

  • 16 · Occupancy

    total $2,329,398

  • 17 · Travel

    total $257,324

  • 19 · Conferences, conventions and meetings

    total $121,731

  • 20 · Interest

    total $15,246

  • 22 · Depreciation, depletion and amortization

    total $296,547

  • 23 · Insurance

    total $461,700

  • 24a · Other expenses: FOOD SERVICE

    total $876,052

  • 24b · Other expenses: OTHER CHAPTER SUPPORT

    total $333,523

  • 24c · Other expenses: QUILL

    total $265,126

  • 24d · Other expenses: REPAIRS AND MAINTENANCE

    total $247,482

  • 24e · All other expenses

    total $222,760

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,484,475 · end of year $1,898,391

  • 4 · Accounts receivable

    beginning of year $528,535 · end of year $404,560

  • 7 · Other notes and loans receivable

    beginning of year $62,932 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $16,545 · end of year $15,384

  • 9 · Prepaid expenses and deferred charges

    beginning of year $625,868 · end of year $583,451

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

    $4,244,694

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

    $3,197,985

  • 10c · Land, buildings and equipment, net

    beginning of year $1,169,843 · end of year $1,046,709

  • 11 · Investments: publicly traded securities

    beginning of year $4,171,200 · end of year $6,225,821

  • 15 · Other assets

    beginning of year $1,114,340 · end of year $9,729,472

  • 17 · Accounts payable and accrued expenses

    beginning of year $566,006 · end of year $231,419

  • 19 · Deferred revenue

    beginning of year $436,466 · end of year $560,028

  • 25 · Other liabilities

    beginning of year $801,135 · end of year $9,437,890

  • 27 · Net assets without donor restrictions

    beginning of year $9,370,131 · end of year $9,674,451

Mission and programs · 2022

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.

Activities or mission (Part I)

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.

  • INCLUDED IN THE FRATERNITY'S MISSION IS SUPPORTING LOCAL CORPORATION BOARDS AND OUR COLLEGIATE CHAPTERS, LOCATED NATION-WIDE. WE SET LOFTY STANDARDS FOR CHAPTER FACILITIES SO THAT WE CAN PROVIDE AN ENVIRONMENT THAT PROMOTES SISTERHOOD, LEARNING, WELLBEING, AND GROWTH. THE FRATERNITY PROVIDES THIS SUPPORT IN A VARIETY OF WAYS INCLUDING BY LENDING MONEY, MANAGING PROPERTY SITES, AND ACTING AS PROJECT MANAGER FOR RENOVATIONS AT OUR NON-MANAGED PROPERTIES.

  • SEE SCHEDULE O.

  • SEE SCHEDULE O.

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

Listed in Part VII

  • Rebecca Richter Perrett

    NATIONAL PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Megan McGowan Crouch

    NATIONAL VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Robin Hartman Lock

    NATIONAL VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Elizabeth Manuel

    NATIONAL VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Devon McGoldrick

    NATIONAL VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Deanna Newell

    NATIONAL VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • May Medallada Robinson

    NATIONAL VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Elysia Balster Gallivan

    NATIONAL EXEC. DIRECTOR

    Total calculated
    $172,186
    From this org
    $167,533
    From related orgs
    $0
    Other
    $4,653
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $160,991
    Bonus
    $6,542
    Other
    $0
    Deferred
    $4,363
    Nontaxable benefits
    $290
    Filer's total
    $172,186

  • Lori Holt

    DIRECTOR OF FINANCE

    Total calculated
    $100,963
    From this org
    $85,418
    From related orgs
    $0
    Other
    $15,545
    Hours/week
    36 + 4 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
11 February 2024
IRS schema version
2022v5.0
Source object
202400599349300940

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