Alpha Xi Delta Foundation
- Assets
- $9.1m
- Revenue
- $1.2m
- Investments
- $0.0
- Employees
- 0
- Location
- Indianapolis, IN
- Founding
- 02/1962
- Data as of
- 05/2022
- EIN
- 35-6053701
Organization Overview
Alpha Xi Delta Foundation is located in Indianapolis, IN. The organization was established in 1962. According to its NTEE Classification (B83) the organization is classified as: Student Sororities & Fraternities, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Alpha Xi Delta Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 05/2022, Alpha Xi Delta Foundation generated $1.2m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 1.3% each year. All expenses for the organization totaled $615.7k during the year ending 05/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Alpha Xi Delta Foundation has awarded 59 individual grants totaling $2,263,391. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
THE MISSION OF THE ALPHA XI DELTA FOUNDATION IS TO CREATE OPPORTUNITIES FOR ALPHA XI DELTA FRATERNITY MEMBERS TO ENSURE ENDURING RESOURCES SO THE FRATERNITY CAN FULFILL HER MISSION. AS PART OF ITS MISSION, THE FOUNDATION WILL SUPPORT THE FRATERNITY'S EDUCATIONAL AND LEADERSHIP DEVELOPMENT PROGRAMMING; PROVIDE AND CONTINUE TO EXPAND SCHOLARSHIP, GRANTS AND MEMBER SUPPORT FUNDS; AND ENCOURAGE PHILANTHROPY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
IN THE FISCAL YEAR, THE FOUNDATION PROVIDED SUBSTANTIAL SUPPORT FOR ALPHA XI DELTA'S PERSONAL DEVELOPMENT AND PHILANTHROPIC PROGRAMS. THESE INCLUDED: THE LEADERSHIP COACH PROGRAM, GREEKLIFEEDU, JUSTICE, EQUITY AND HUMAN DIGNITY PROGRAMS, THE WORKOUT, STRENGTHS AND WELLBEING PROGRAMMING AND ACTIVITIES RELATED TO PHILANTHROPIC EFFORTS TO SUPPORT LOCAL ORGANIZATIONS FOCUSED ON CHILDREN IN NEED. THE LEADERSHIP COACH PROGRAM HELPED YOUNG WOMEN ACQUIRE ESSENTIAL LIFE SKILLS AND BECOME STRONGER, MORE CONFIDENT WOMEN. WORKING WITH WOMEN NATIONWIDE, LEADERSHIP COACHES FACILITATED ACTIVITIES CENTERING ON PERSONAL DEVELOPMENT, ASSISTED WOMEN IN MAXIMIZING THE BENEFIT OF STRENGTHS DEVELOPMENT, AND TRAINED CHAPTER EXECUTIVE COMMITTEES TO BE HIGH PERFORMING TEAMS. GREEKLIFEEDU IS AN ONLINE INTERACTIVE COURSE WITH A THREE-PRONG FOCUS ON ALCOHOL EDUCATION, SEXUAL ASSAULT PREVENTION, AND HAZING EDUCATION. THE JUSTICE, EQUITY AND HUMAN DIVERSITY PROGRAMS PROVIDE TRANSFORMATIONAL LEARNING ON BECOMING MORE INFORMED GLOBAL CITIZENS. THE REALIZE YOUR POTENTIAL MEMBER DEVELOPMENT PROGRAM HELPS WOMEN BUILD INTERPERSONAL SKILLS FOR SUCCESS IN THE WORKPLACE OF TODAY AND TOMORROW. THE A CLEAR VISION OF LIFE: THE WELLBEING PROGRAM, HELPS ALUMNAE INCREASE THEIR CAPACITY TO THRIVE IN THE FIVE AREAS OF WELLBEING - PURPOSE, SOCIAL, FINANCIAL, PHYSICAL AND COMMUNITY - TO BECOME BETTER, STRONGER CITIZENS OF THEIR COMMUNITIES. SCHOLARSHIPS AND CONTINUING EDUCATION GRANTS WERE AWARDED TO COLLEGIATE AND ALUMNAE MEMBERS TO REALIZE THEIR HIGHER EDUCATION GOALS AND PREPARE FOR TODAY'S EVER-CHANGING GLOBAL JOB MARKET. AMAXING CHALLENGE GRANTS WERE AWARDED TO HELP CHAPTERS DREAM BIGGER AND ENHANCE THEIR FUNDRAISING, AWARENESS AND VOLUNTEER EFFORTS IN THEIR COMMUNITIES RELATED TO CHILDREN IN FOSTER CARE AND FACING HOMELESSNESS AND HUNGER. THE ALPHA XI DELTA FOUNDATION CONTINUES ITS PROUD TRADITION OF PROVIDING RESOURCES TO INSPIRE WOMEN TO REALIZE THEIR POTENTIAL THROUGH THE LEADERSHIP OPPORTUNITIES IT OFFERS, THE LIFELONG LEARNING THAT IT INSPIRES AND THE SERVICE IT PROVIDES TO IMPROVE THE LIVES OF CHILDREN.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Monica Broughton Vice Chair | OfficerTrustee | 1 | $0 |
Peggy Coyne Secretary | OfficerTrustee | 1 | $0 |
Andrea Fouberg Chair | OfficerTrustee | 1 | $0 |
Lydia Bugli Treasurer | OfficerTrustee | 1 | $0 |
Elysia Balster Gallivan National Executive Director | Officer | 5 | $0 |
Laurel Amabile Trustee | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $549,530 |
| Noncash contributions included in lines 1a–1f | $104,430 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $549,530 |
| Total Program Service Revenue | $0 |
| Investment income | $178,598 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $482,506 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,210,634 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $143,331 |
| Grants and other assistance to domestic individuals. | $142,791 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $12,279 |
| Fees for services: Accounting | $29,518 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $63,288 |
| Fees for services: Other | $6,448 |
| Advertising and promotion | $0 |
| Office expenses | $4,824 |
| Information technology | $3,000 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $2,813 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $615,679 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $268,314 |
| Pledges and grants receivable | $26,633 |
| Accounts receivable, net | $11,703 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $80 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $8,603,266 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $200,151 |
| Total assets | $9,110,147 |
| Accounts payable and accrued expenses | $29,510 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $29,510 |
| Net assets without donor restrictions | $3,589,769 |
| Net assets with donor restrictions | $5,490,868 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $9,110,147 |
Grants Awarded
Over the last fiscal year, Alpha Xi Delta Foundation has awarded $137,720 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
Indianapolis, IN PURPOSE: LEADERSHIP COACH | $43,519 |
Indianapolis, IN PURPOSE: EDUCATIONAL SPACE IN HOUSING FACILITY | $42,397 |
Indianapolis, IN PURPOSE: OTHER GRANTS LESS THAN $5,000 EACH FOR CONVENTION, OFFICER ACADEMY, TRAVEL TEAM TRAINING, MEMBER DEVELOPMENT, AND EDUCATION FUNDING. | $14,243 |
Indianapolis, IN PURPOSE: DIVERSITY EQUITY AND INCLUSION GRANT | $14,000 |
Indianapolis, IN PURPOSE: COMMUNITY LIFE EDUCATION | $11,333 |
Indianapolis, IN PURPOSE: WORKOUT GRANT | $7,000 |
Grants Recieved
Over the last fiscal year, we have identified 4 grants that Alpha Xi Delta Foundation has recieved totaling $16,602.
| Awarding Organization | Amount |
|---|---|
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $15,493 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $609 |
Shade Family Foundation Chicago, IL PURPOSE: SOCIAL SERVICES | $300 |
Pfizer Foundation Inc New York, NY PURPOSE: MATCHING GIFTS | $200 |
Endowment Analysis
| Beg. Balance | $3,819,406 |
| Earnings | -$229,284 |
| Admin Expense | $18,835 |
| Net Contributions | $80,199 |
| Other Expense | $9,334 |
| Grants | $124,699 |
| Ending Balance | $3,517,453 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Alpha Kappa Alpha Sorority Inc Chicago, IL | $52,441,632 | $51,516,125 |
Alpha Chi Omega Fraternity Inc Subordinate Group Return Indianapolis, IN | $14,649,947 | $40,155,392 |
Alpha Kappa Alpha Sorority Inc Chicago, IL | $69,493,289 | $32,008,594 |
Kappa Alpha Theta Fraternity Housing Corporation Indianapolis, IN | $75,225,984 | $20,546,319 |
Sigma Theta Tau International Inc Indianapolis, IN | $54,290,357 | $14,050,020 |
Alpha Xi Delta Fraternity Indianapolis, IN | $11,173,738 | $8,227,558 |
Alpha Phi International Fraternity Inc Chicago, IL | $56,554,412 | $12,398,073 |
Esponda Associates Inc Indianapolis, IN | $35,625,730 | $7,839,159 |
Pi Beta Phi Fraternity Town Country, MO | $45,635,121 | $9,219,516 |
Alpha Gamma Delta Fraternity Indianapolis, IN | $13,038,202 | $5,499,858 |
Alpha Chi Omega Foundation Inc Indianapolis, IN | $28,935,274 | $7,451,164 |
Alpha Phi Foundation Inc Park Ridge, IL | $26,651,155 | $5,758,361 |