Form 990 for tax year 2023
Filed by ALPHA GAMMA DELTA FOUNDATION INC.
Totals
- Total revenue
- $2,403,222
- Total expenses
- $1,885,081
- Contributions and grants received
- $1,911,653
- Grants paid
- $933,399
- Program service revenue
- $0
- Investment income
- $491,569
- Other revenue
- $0
- Total assets, end of year
- $13,806,482
- Total liabilities, end of year
- $216,783
- Net assets or fund balances, end of year
- $13,589,699
- Program services expenses (Part IX)
- $1,121,776
- Management and general expenses
- $350,644
- Fundraising expenses
- $412,661
- Program service expenses (Part III)
- $1,121,776
Program services were 59.5% 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
$1,911,653
-
1g · Noncash contributions included above
$36,033
-
3 · Investment income
total $352,792 · excluded $352,792
-
7a · Gross sales of assets other than inventory
securities $11,194,500
-
7b · Less cost or other basis and sales expenses
securities $11,055,723
-
7c · Gain or loss
securities $138,777
-
7d · Net gain or loss
total $138,777 · excluded $138,777
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $643,199 · program services $643,199
-
2 · Grants to domestic individuals
total $261,000 · program services $261,000
-
3 · Grants to foreign organizations and individuals
total $29,200 · program services $29,200
-
5 · Compensation of officers, directors and key employees
total $242,470 · program services $46,069 · management and general $104,262 · fundraising $92,139
-
7 · Other salaries and wages
total $249,225 · program services $46,932 · management and general $106,104 · fundraising $96,189
-
8 · Pension plan contributions
total $10,201 · program services $1,919 · management and general $4,340 · fundraising $3,942
-
9 · Other employee benefits
total $27,801 · program services $4,015 · management and general $15,526 · fundraising $8,260
-
10 · Payroll taxes
total $35,285 · program services $6,633 · management and general $15,226 · fundraising $13,426
-
11b · Fees: legal
total $15,927 · program services $8,546 · management and general $153 · fundraising $7,228
-
11c · Fees: accounting
total $40,047 · program services $9,137 · management and general $30,910
-
11f · Fees: investment management
total $54,697 · program services $36,752 · management and general $17,945
-
13 · Office expenses
total $58,141 · program services $10,990 · management and general $5,266 · fundraising $41,885
-
14 · Information technology
total $67,463 · program services $11,218 · management and general $18,023 · fundraising $38,222
-
16 · Occupancy
total $30,881 · program services $4,871 · management and general $10,307 · fundraising $15,703
-
17 · Travel
total $34,439 · program services $1,656 · management and general $16,480 · fundraising $16,303
-
19 · Conferences, conventions and meetings
total $132 · fundraising $132
-
22 · Depreciation, depletion and amortization
total $3,549 · program services $671 · management and general $1,518 · fundraising $1,360
-
23 · Insurance
total $1,821 · management and general $1,821
-
24a · Other expenses: MAILING & TELEMARKETING
total $37,075 · fundraising $37,075
-
24b · Other expenses: ALLOCATION OF FUNDRAISI
total $26,096 · fundraising $26,096
-
24c · Other expenses: BANKING AND FINANCE FEE
total $19,684 · management and general $19,320 · fundraising $364
-
24d · Other expenses: REGISTRATION FEES
total $11,462 · management and general $5,444 · fundraising $6,018
-
24e · All other expenses
total -$14,714 · program services -$1,032 · management and general -$22,001 · fundraising $8,319
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $285,338 · end of year $479,985
-
2 · Savings and temporary cash investments
beginning of year $571,092 · end of year $192,814
-
3 · Pledges and grants receivable
beginning of year $44,470 · end of year $22,455
-
9 · Prepaid expenses and deferred charges
beginning of year $22,976 · end of year $36,615
-
10a · Land, buildings and equipment: cost or other basis
$91,111
-
10b · Land, buildings and equipment: accumulated depreciation
$83,242
-
10c · Land, buildings and equipment, net
beginning of year $6,841 · end of year $7,869
-
11 · Investments: publicly traded securities
beginning of year $10,855,230 · end of year $13,021,239
-
15 · Other assets
beginning of year $71,326 · end of year $45,505
-
17 · Accounts payable and accrued expenses
beginning of year $129,230 · end of year $171,278
-
25 · Other liabilities
beginning of year $67,905 · end of year $45,505
-
27 · Net assets without donor restrictions
beginning of year $3,648,096 · end of year $4,121,018
-
28 · Net assets with donor restrictions
beginning of year $8,012,042 · end of year $9,468,681
Mission and programs · 2023
Mission
THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP.
-
175 UNDERGRADUATE AND GRADUATE SCHOLARSHIP GRANTS TO MEMBERS OF ALPHA GAMMA DELTA ADVANCING AND COMPLETING THEIR EDUCATION AT INSTITUTIONS OF HIGHER EDUCATION IN CRITICAL FIELDS INCLUDING BIOTECHNOLOGY, MEDICINE, EDUCATION, HEALTH CARE, AGRICULTURE, THE ARTS AND MANY MORE.
Expenses $300,563 · Grants $234,500
-
GRANTS TO 39 ORGANIZATIONS IN 19 STATES AND 2 PROVINCES FIGHTING THE CRITICAL ISSUE OF HUNGER ON THE MOST LOCAL COMMUNITY LEVEL. GRANT SUPPORTED PROGRAMS INCLUDED FRESH PRODUCE, MOBILE PANTRY, FOOD RESCUE, SCHOOL BREAKFAST AND BACKPACK PROGRAMS AND SUPPORTING OUR VULNERABLE SENIOR POPULATION THROUGH MEALS ON WHEELS FOOD DELIVERY.
Expenses $289,772 · Grants $275,000
-
ONE-YEAR PROGRAM GRANTS TO ALPHA GAMMA DELTA FRATERNITY FOR EDUCATIONAL, LEADERSHIP AND PHILANTHROPIC INITIATIVES. HIGHLIGHTS INCLUDED FUNDING FOR: ACORN - A LEARNING MANAGEMENT PLATFORM ACCESSIBLE TO ALL 145,000 LIVING MEMBERS OF THE FRATERNITY. THE CATALOGUE OF COURSES INCLUDES HOW TO COMMAND A ROOM, MENTAL HEALTH RESOURCES, DIVERSITY, EQUITY, INCLUSION AND BELONGING; HEALTHY RELATIONSHIPS, IMPOSTER SYNDROME AND MUCH MORE. ALCOHOL SKILLS TRAINING PROGRAM - 1,371 COLLEGIANS FROM 31 CHAPTERS ACROSS NORTH AMERICA PARTICIPATED IN ON-SITE TRAINING, FOCUSING ON UNDERSTANDING EFFECTS OF ALCOHOL, REDUCING RISKY BEHAVIORS AND EVALUATION OF PERSONAL CONSUMPTION BEHAVIORS.DEI SPIRIT WEEK PROGRAM DEVELOPMENT - LAUNCHING IN JULY 2024, MORE THAN 8.000 COLLEGIATE WOMEN WILL LEARN HOW THEIR LANGUAGE AND ACTIONS IMPACT AND INFLUENCE INCLUSIVE AND NON-INCLUSIVE ENVIRONMENTS, AND HOW TO LEAD WELCOMING AND INCLUSIVE CONVERSATIONS.EMPOWER - ALPHA GAMMA DELTA'S LEADERSHIP PROGRAM FOR THE HIGHEST MOTIVATED LEVEL OF LEADERS. LED BY 8 ALUMNAE PROFESSIONALS AND 8 PEER MENTORS, 96 COLLEGIATE WOMEN FROM ACROSS NORTH AMERICA WOMEN PARTICIPATED IN THIS COHORT MODEL WHERE THEY DEFINED THEIR PERSONAL VISIONS AND LEADERSHIP STYLES AND CREATED STRATEGIES TO SET GOALS AND BUILD RELATIONSHIPS TO POSITIVELY IMPACT THEIR COMMUNITIES. THE PROGRAM CONCLUDED WITH AN IN-PERSON, WEEKEND CAPSTONE EXPERIENCE. LEADERSHIP CONSULTANT PROGRAM - 147 HANDS-ON LEADERSHIP AND PERSONAL/PROFESSIONAL DEVELOPMENT TRAINING AND COACHING VISITS DELIVERED TO 18-22 YEAR OLD COLLEGIATE WOMEN AT 89 ALPHA GAMMA DELTA CHAPTERS ACROSS THE UNITED STATES AND CANADA, IMPACTING THE MAJORITY OF OUR 11,000 COLLEGIATE WOMEN. MENTAL HEALTH - THE CALL TO CONTINUE SUPPORTING MENTAL HEALTH INITIATIVES REMAINS LOUD AND CLEAR FROM OUR 18-22 YEAR OLD MEMBERS. GRANT FUNDS UNDERWROTE SELF-CARE INVENTORIES, GROUP CONSULTATIONS AND MICRO-LEARNING OPPORTUNITIES FOCUSING ON TOPICS SUCH AS CONFIDENCE, TRUST BUILDING, BELONGING AND ENGAGEMENT, BOUNDARIES, WORK-LIFE INTEGRATION AND ACCOUNTABILITY. WHILE FOCUSED ON OUR YOUNGEST MEMBERS, THESE RESOURCES ARE AVAILABLE TO OUR FULL MEMBERSHIP OF OVER 145,000 WOMEN.
Expenses $269,956 · Grants $250,000
-
EDUCATIONAL AREA HOUSING GRANTS PROVIDING EQUIPMENT AND FACILITIES THAT SUPPORT ACADEMIC SUCCESS FOR 10 COLLEGIATE CHAPTERS THROUGHOUT THE UNITED STATES.
Expenses $153,135 · Grants $129,399
-
32 HARDSHIP FINANCIAL GRANT ASSISTANCE AND DISASTER RELIEF GRANTS TO 26 SISTERS OF ALPHA GAMMA DELTA EXPERIENCING UNIMAGINABLE CIRCUMSTANCES INCLUDING SERIOUS ILLNESS, FAMILY CRISIS, FINANCIAL DISTRESS AND MORE.
Expenses $36,590 · Grants $25,000
-
11 GRANTS TO 9 MEMBERS OF ALPHA GAMMA DELTA WHO ARE CONTINUING THEIR EDUCATIONAL AND PROFESSIONAL DEVELOPMENT ON A PART-TIME BASIS.
Expenses $8,513 · Grants $5,500
-
MISCELLANEOUS GRANTS, ACADEMIC RECOGNITION PROGRAMS, EVENTS, COMMUNICATIONS AND GENERAL MANAGEMENT OF ALPHA GAMMA DELTA FOUNDATION'S GRANT, EDUCATION AND SCHOLARSHIP PROGRAMS INCLUDING ACCESSIBILITY TO APPLICATIONS, PROGRAM EDUCATION AND AWARENESS, AND REPORTING OF PROGRAM IMPACT. PRINT COMMUNICATIONS REACH OVER 129,000 COLLEGIATE AND ALUMNAE MEMBERS OF ALPHA GAMMA DELTA. WEBSITE AND SOCIAL MEDIA COMMUNICATIONS ARE AVAILABLE 24/7 TO THE PUBLIC.
Expenses $63,247 · Grants $14,000
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Julie WaitmanJULIE WAITMAN
CEO AND SECRETARY
- Total calculated
- $136,629
- From this org
- $124,018
- From related orgs
- $0
- Other
- $12,611
- Hours/week
- 40
-
Bobette Sandifer ThompsonBOBETTE SANDIFER THOMPSON
BOARD MEMBER BEG 1/24
- Total calculated
- $0
- Hours/week
- 5
-
Chris FedorCHRIS FEDOR
TREASURER
- Total calculated
- $86,329
- From this org
- $65,661
- From related orgs
- $0
- Other
- $20,668
- Hours/week
- 40
-
Carol Richards PeskeCAROL RICHARDS PESKE
CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Adrienne Kerr BeckettADRIENNE KERR BECKETT
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Melissa Jacobson JamesMELISSA JACOBSON JAMES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Lee Woodham LangubLEE WOODHAM LANGUB
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Martha Petry ParhamMARTHA PETRY PARHAM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Maurie Jones PhelanMAURIE JONES PHELAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Lynne Dunford RossellLYNNE DUNFORD ROSSELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Sylvie Kramer WeikertSYLVIE KRAMER WEIKERT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
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
-
$75,241
EMPOWER LEADERSHIP PROGRAM FOR OUR MOST MOTIVATED LEADERS.
-
$63,758
MENTAL HEALTH PROGRAMS INCLUDING SELF-CARE, GROUP DYNAMICS AND MANAGING UNCERTAINTY.
-
$54,698
LEADERSHIP CONSULTANT PROGRAM - HANDS ON COLLEGIATE LEADERSHIP TRAINING ACROSS NORTH AMERICA.
-
$38,624
ACORN: VIRTUAL LEARNING/MANAGEMENT SYSTEM AND TRAINING PROGRAMS AVAILABLE TO ALL MEMBERS.
-
EDUCATIONAL AREA GRANT - BETA XI EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS.
-
HUNGER RELIEF
-
$25,000
HUNGER RELIEF
-
EDUCATIONAL AREA GRANT - BETA BETA EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS.
-
EDUCATIONAL AREA GRANT - EPSILON EQUIPMENT AND FACILITIES PROMOTING ACADEMIC SUCCESS.
-
$13,260
THE ALCOHOL SKILLS TRAINING PROGRAM PROVIDES ALCOHOL EDUCATION TO COLLEGIATE CHAPTERS ON A THREE-YEAR ROTATION, IMPACTING NEARLY 4,000 COLLEGIATE WOMEN IN ALPHA GAM ANNUALLY.
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 27 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202432719349300413
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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