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Nonprofiteer
← ALPHA GAMMA DELTA FOUNDATION INC

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 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 Thompson

    BOARD MEMBER BEG 1/24

    Total calculated
    $0
    Hours/week
    5
  • Chris Fedor

    TREASURER

    Total calculated
    $86,329
    From this org
    $65,661
    From related orgs
    $0
    Other
    $20,668
    Hours/week
    40
  • Carol Richards Peske

    CHAIR

    Total calculated
    $0
    Hours/week
    5
  • Adrienne Kerr Beckett

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5
  • Melissa Jacobson James

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Lee Woodham Langub

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Martha Petry Parham

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Maurie Jones Phelan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Lynne Dunford Rossell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Sylvie 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

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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