2024-03-17T16:25:07-05:00 2023-07-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2022-08-01 580638489 ALPHA DELTA PI SORORITY ALPH 4043783164 1386 PONCE DE LEON AVE NE ATLANTA GA 30306 DAWN VICTOR-HERRING INTERNATIONAL PRESIDENT 4043783164 2024-03-11 1 DAWN VICTOR-HERRING 999009999 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2024-03-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAWN VICTOR-HERRING 1386 PONCE DE LEON AVE NE ATLANTA GA 30306 11947848 0 X WWW.ALPHADELTAPI.ORG X 1851 GA SOCIAL ORGANIZATION TO PROMOTE ACADEMIC ACHIEVEMENT AND LEADERSHIP TRAINING OF ITS MEMBERS. 7 7 42 2099 1058499 0 2092460 669268 4744968 4116124 155719 510031 835479 1168721 7828626 6464144 0 360201 0 0 2299099 2300578 0 0 0 2977366 2328153 5276465 4988932 2552161 1475212 18010902 18574229 2898089 1900417 15112813 16673812 SOCIAL ORGANIZATION TO PROMOTE ACADEMIC ACHIEVEMENT AND LEADERSHIP TRAINING OF ITS MEMBERS. 0 0 GENERAL MANAGEMENT AND EDUCATION TO 155 CHAPTERS AND THOSE EXPENDITURES FOR THE OVERALL ADMINISTRATION AND EDUCATION OF THE CHAPTER MEMBERS. 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 16 0 1 42 1 1 1 1 CA 0 0 0 517289 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 GA X SHAUNA YORK 4043783164 1386 PONCE DE LEON AVE NE ATLANTA GA 30306 DAWN VICTOR-HERRING INTERNATIONAL PRESIDENT 20.00 X X 0 0 0 JACQUELYN HONTALAS INTERNATIONAL VP/TREASURER 15.00 X X 0 0 0 SARAH DAVIS-CANDETO INTERNATIONAL VP/ SECRETAR 15.00 X X 0 0 0 JENNIFER BROWN ARENDS INTERNATIONAL VICE PRESIDE 15.00 X X 0 0 0 JESSICA CARR BELCHER INTERNATIONAL VICE PRESIDE 15.00 X X 0 0 0 TIFFANY EISENBISE INTERNATIONAL VICE PRESIDE 15.00 X X 0 0 0 EBONY ROSE INTERNATIONAL VICE PRESIDE 15.00 X X 0 0 0 AMANDA SLOAN EXECUTIVE DIRECTOR 35.00 5.00 X 136198 0 24687 THOMAS OATES DIRECTOR OF IT 40.00 X 109384 0 9611 JENNIFER DICKINSON SR DIRECTOR OF MEMBERSHIP 40.00 X 102717 0 12628 ELIZABETH WRIGHT SR DIRECTOR OF MKTG AND COMM 40.00 X 101186 0 16390 449485 0 63316 4 0 1 0 0 150000 519268 669268 MEMBERSHIP DUES 900099 3799057 3799057 CONFERENCES AND CONVENTION 900099 248203 248203 OTHER MEMBER INCOME 900099 62263 62263 MEMBER RENTAL INCOME 721310 6601 6601 4116124 529356 529356 548468 548468 4743933 4763258 -19325 -19325 -19325 1321166 720446 600720 600720 REIMBURSED EXPENSES 900099 17433 17433 OTHER INCOME 900099 2100 2100 19533 6464144 4736377 1058499 0 360201 141716 1747224 39782 151899 219957 85050 41800 11407 95056 324094 88304 278911 48368 357072 55441 174785 OA EXPENSES 342015 MEMBERSHIP SUPPORT 157880 CHAPTER EXPENSES 123167 RMAA EXPENSES 74663 70140 4988932 1234712 700706 75882 117673 27990 0 41275 37229 26915 26339 5634357 3132716 2674041 2501641 13745087 15041698 185000 148943 18010902 18574229 1042437 158351 1855652 1742066 2898089 1900417 X 15112813 16673812 15112813 16673812 18010902 18574229 1475212 85787 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42500 42500 4350465 2172560 2177905 241701 154448 87253 999691 805708 193983 2501641 X 7258970 85787 720446 806233 6452737 11407 11407 6464144 5697971 720446 720446 4977525 11407 11407 4988932 PART X, LINE 2: THE SORORITY, IHC AND ADPI PROPERTIES, INC. ARE ORGANIZED AS NOT-FOR-PROFIT CORPORATIONS. THE SORORITY AND ADPI PROPERTIES, INC. HAVE EACH OBTAINED EXEMPTIONS FROM INCOME TAXES UNDER SECTION 501(C)(7) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAWS. THE IHC HAS OBTAINED EXEMPTION FROM INCOME TAXES UNDER SECTION 501(C)(2) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAWS. THE EXEMPTION IS ON ALL INCOME EXCEPT UNRELATED BUSINESS INCOME. AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION IS ANY TRADE OR BUSINESS WHICH IS NOT SUBSTANTIALLY RELATED TO THE EXERCISE OR PERFORMANCE OF ITS EXEMPT PURPOSE. INCOME EARNED FROM NON-MEMBERS IS RECOGNIZED AS UNRELATED BUSINESS INCOME TO THE EXTENT SUCH INCOME IS NOT SET ASIDE. INCOME THAT IS PROPERLY SET ASIDE MUST BE USED FOR THE QUALIFYING PURPOSES OUTLINED IN THE SET ASIDE RESOLUTION. THE SORORITY, ADPI PROPERTIES, INC. AND IHC HAVE NOT PAID UNRELATED BUSINESS INCOME TAX IN THE YEAR ENDED JULY 31, 2023 AND 2022. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND TO RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF JULY 31, 2023 AND 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE SORORITY AND THE IHC HAVE FILED THEIR FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH JULY 31, 2022. PROPERTIES WAS FORMED DURING FISCAL 2022 AND DID NOT HAVE ANY ACTIVITY, AND HAS NOT YET FILED ITS FIRST-YEAR RETURN. INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 720,446. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 720,446. NORTH AMERICA 0 0 PROGRAM SERVICES MEMBER DUES AND FEES RELATED TO 2 ALPHA DELTA PI SORORITY CHAPTERS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 0 ADPI PROPERTIES INC 1386 PONCE DE LEON AVE NE ATLANTA GA 30306 883457940 501(C)(7) 360201 0 OPERATIONAL SUPPORT 0 1 X 0 0 0 AMANDA SLOAN EXECUTIVE DIRECTOR 136198 0 0 0 0 0 16475 0 8212 0 160885 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ALPHA DELTA PI SHALL HAVE THE FOLLOWING MEMBERSHIP CLASSIFICATIONS: A. ALPHA MEMBER. A MEMBER WHO HAS ACCEPTED AN INVITATION TO JOIN A COLLEGIATE CHAPTER OR COLONY OF THE SORORITY SHALL BE KNOWN AS AN ALPHA MEMBER UNTIL SHE IS INITIATED. IF AN ALPHA MEMBER CEASES TO BE A STUDENT AT THE COLLEGE OR UNIVERSITY, FAILS TO BECOME ELIGIBLE FOR INITIATION AS PROVIDED IN THE STANDING RULES OR VOLUNTARILY RESIGNS, HER ALPHA MEMBERSHIP THEREUPON SHALL TERMINATE AUTOMATICALLY. IF A MEMBERSHIP IS TERMINATED WITHOUT PREJUDICE, AN INVITATION TO MEMBERSHIP MAY BE RE-EXTENDED TO THE INDIVIDUAL AT THE SOLE DISCRETION OF THE COLLEGIATE CHAPTER. B. DELTA MEMBER. AN INITIATED MEMBER ENROLLED AS AN UNDERGRADUATE STUDENT AT A COLLEGE OR UNIVERSITY WHERE SHE WAS INITIATED INTO OR AFFILIATED WITH A COLLEGIATE CHAPTER AS PROVIDED IN THE STANDING RULES SHALL BE KNOWN AS A DELTA MEMBER. C. ALUMNA MEMBER. AN INITIATED MEMBER IN GOOD STANDING WHO HAS GRADUATED OR WHO IS NO LONGER REQUIRED TO BE A MEMBER OF A COLLEGIATE CHAPTER AS PROVIDED IN THE STANDING RULES SHALL BE KNOWN AS AN ALUMNA MEMBER. FORM 990, PART VI, SECTION A, LINE 7A A NOMINATING COMMITTEE, COMPOSED OF ALUMNAE MEMBERS IN GOOD STANDING IN THE SORORITY, SHALL BE ELECTED DURING EACH GRAND CONVENTION. THE TERM OF THE MEMBERS ELECTED TO THE NOMINATING COMMITTEE SHALL BEGIN IMMEDIATELY AFTER THE ADJOURNMENT OF THE GRAND CONVENTION AT WHICH THE MEMBER IS ELECTED TO THE COMMITTEE AND SHALL END UPON THE ADJOURNMENT OF THE NEXT GRAND CONVENTION, HER RESIGNATION, OR UNTIL HER SUCCESSOR IS ELECTED AND ASSUMES OFFICE. A MEMBER OF THE NOMINATING COMMITTEE SHALL NOT SERVE MORE THAN TWO CONSECUTIVE TERMS. ELECTION AS AN ALTERNATE ON THE NOMINATING COMMITTEE SHALL NOT CONSTITUTE SERVICE FOR THE PURPOSES OF COUNTING TWO CONSECUTIVE TERMS. DURING THE GRAND CONVENTION, EACH DISTRICT SHALL HOLD A MEETING TO ELECT TWO ALUMNA MEMBERS, WHO ARE PRESENT AT THE GRAND CONVENTION, TO SERVE ON THE NOMINATING COMMITTEE. ONE ALTERNATE SHALL ALSO BE ELECTED. THE PROCEDURES FOR ELECTING THE MEMBERS OF THE NOMINATING COMMITTEE SHALL BE PROVIDED IN THE STANDING RULES. THE NEWLY-ELECTED MEMBERS OF THE NOMINATING COMMITTEE SHALL MEET AT THE GRAND CONVENTION AND ELECT A CHAIR FROM AMONG THE INCOMING MEMBERS. NOMINATIONS FOR ELECTIVE OFFICES OF GRAND COUNCIL SHALL BE SUBMITTED TO THE NOMINATING COMMITTEE BY MARCH 5 OF A GRAND CONVENTION YEAR. NOMINATIONS MAY BE SUBMITTED BY THE INDIVIDUAL SEEKING NOMINATION, A COLLEGIATE CHAPTER, AN ALUMNAE ASSOCIATION, OR ANY MEMBER IN GOOD STANDING OF THE SORORITY, PROVIDED THAT EACH NOMINEE HAS CONSENTED TO SERVE IF ELECTED AND MEETS ALL REQUIREMENTS IN ARTICLE VII. THE NOMINATING COMMITTEE SHALL SELECT ELIGIBLE NOMINEE(S) FOR ANY OFFICE(S) ON GRAND COUNCIL FOR WHICH THERE IS/ARE NO NOMINEE(S) OR INSUFFICIENT NUMBER OF NOMINEES. THE NOMINATING COMMITTEE SHALL FOLLOW THE PROCEDURES AS PROVIDED IN THE STANDING RULES. SECTION 6. DUTIES OF THE NOMINATING COMMITTEE. THE NOMINATING COMMITTEE SHALL COMPILE A LIST OF ALL ELIGIBLE NOMINEES. THE INTERNATIONAL PRESIDENT AND SIX INTERNATIONAL VICE PRESIDENTS SHALL EACH BE ELECTED AT THE GRAND CONVENTION BY A MAJORITY VOTE. THE ELECTIONS SHALL BE BY ELECTRONIC OR PAPER BALLOT, EXCEPT IN THOSE OFFICES WHERE THE NUMBER OF NOMINEES EQUALS THE NUMBER OF POSITIONS AVAILABLE, THE NOMINEE(S) SHALL BE DECLARED ELECTED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR BEFORE IT IS SUBMITTED TO THE GRAND COUNCIL FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE GRAND COUNCIL MUST AVOID ANY INTEREST OR RELATIONSHIP THAT MIGHT CONFLICT OR APPEAR TO CONFLICT WITH THE BEST INTEREST OF THE ORGANIZATION. IN THE CASE WHERE AN EXISTING RELATIONSHIP MAY CAUSE A POTENTIAL CONFLICT OF INTEREST, FULL DISCLOSURE MUST BE MADE IMMEDIATELY TO THE GRAND COUNCIL. THE COUNCIL IS RESPONSIBLE FOR OVERSEEING THE IMPLEMENTATION AND ENFORCEMENT OF THE THIS POLICY AND WELL REVIEW ALL VIOLATIONS OF THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE GRAND COUNCIL MUST VOTE ON AND APPROVE THE SALARIES OF ALL OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST. NO OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ALPHA DELTA PI INTERNATIONAL HOUSING INC 1386 PONCE DE LEON AVE NE ATLANTA GA 30306 262782177 SORORITY HOUSING GA 501(C)(2) ALPHA DELTA PI SORORITY 1 ADPI PROPERTIES INC 1386 PONCE DE LEON AVE NE ATLANTA GA 30306 883457940 PROPERTY MANAGEMENT GA 501(C)(7) 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 ALPHA DELTA PI INTERNATIONAL HOUSING CORP C 150000 CASH ADPI PROPERTIES INC B 360201 CASH