Nonprofit · EIN 35-2057322
ALPHA GAMMA DELTA FOUNDATION INC
Tax-exempt · INDIANAPOLIS, IN 46260
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $3,056,676 | $2,151,964 | $904,712 | $15,100,774 | $99,429 | $15,001,345 |
| May 31, 2024 | 990 | $2,403,222 | $1,885,081 | $518,141 | $13,806,482 | $216,783 | $13,589,699 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $2,345,226
- Program service revenue
- $0
- Investment income
- $711,450
- Net gain from sales of assets
- $340,214
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,085,658
- Compensation of officers, directors and key employees
- $242,331
- Other salaries and wages
- $259,517
- Salaries, compensation and benefits (total)
- $581,277
- Professional fundraising fees
- $0
- Legal fees
- $14,579
- Accounting fees
- $46,035
- Occupancy
- $27,694
- Travel
- $43,610
- Depreciation
- $4,220
- Program services (functional)
- $1,306,798
- Management and general (functional)
- $377,868
- Fundraising (functional)
- $467,298
Balance sheet and other
- Total assets, start of year
- $13,806,482
- Total assets, end of year
- $15,100,774
- Total liabilities, end of year
- $99,429
- Net assets, end of year
- $15,001,345
- Land, buildings and equipment
- $9,269
- Publicly traded securities
- $14,357,966
- Net assets without donor restrictions
- $4,697,742
- Net assets with donor restrictions
- $10,303,603
- Gross receipts
- $10,858,775
- Employees
- 6
- Volunteers
- 90
- Year formed
- 1998
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIE WAITMAN | CEO AND SECRETARY Officer | 40 | $125,624 | $12,891 |
| CHRIS FEDOR | TREASURER Officer | 40 | $66,915 | $21,808 |
| MAURIE JONES PHELAN | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| SYLVIE KRAMER WEIKERT | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| MELISSA JACOBSON JAMES | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| MARTHA PETRY PARHAM | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| ANDREA PENDLETON | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| NATASHA SHAHANI | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| BOBETTE SANDIFER THOMPSON | BORAD MEMBER Trustee or director | 5 | $0 | $0 |
990 for the year ended May 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIE WAITMAN | CEO AND SECRETARY Officer | 40 | $124,018 | $12,611 |
| CHRIS FEDOR | TREASURER Officer | 40 | $65,661 | $20,668 |
| BOBETTE SANDIFER THOMPSON | BOARD MEMBER BEG 1/24 Trustee or director | 5 | $0 | $0 |
| CAROL RICHARDS PESKE | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| ADRIENNE KERR BECKETT | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| MELISSA JACOBSON JAMES | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| LEE WOODHAM LANGUB | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| MARTHA PETRY PARHAM | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| MAURIE JONES PHELAN | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| LYNNE DUNFORD ROSSELL | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| SYLVIE KRAMER WEIKERT | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 8710 N MERIDIAN ST, INDIANAPOLIS, IN 46260-2331
- Mailing address (990-N for 2014)
- 5221 Gullen Mall, Detroit MI 48202
- Principal officer (990 for 2024)
- JULIE A WAITMAN, 8710 NORTH MERIDIAN STREET, INDIANAPOLIS, IN 46260
- Principal officer (990-N for 2014)
- Kelsey Hanna, 31647 Lavender Dr, Brownstown MI 48173
- Signed the 990
- JULIE A WAITMAN, CHIEF EXECUTIVE OFFICER
- Phone
- (317) 663-4242
- Return prepared by
- BLUE & CO LLC
Mission
THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP.
Program accomplishments
- 211 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 $354,887 · grants $278,375
- GRANTS TO 35 ORGANIZATIONS IN 19 STATES FIGHTING THE CRITICAL ISSUE OF HUNGER IN OUR LOCAL COMMUNITIES. GRANT SUPPORTED PROGRAMS INCLUDED FRESH PRODUCE, MOBILE PANTRY, FOOD RESCUE, SCHOOL BREAKFAST AND BACKPACK PROGRAMS AND SUPPORTING OUR VULNERABLE SENIOR POPULATION THROUGH MEAL DELIVERY PROGRAMS.Expenses $309,366 · grants $300,000
- ONE-YEAR PROGRAM GRANTS TO ALPHA GAMMA DELTA FRATERNITY FOR EDUCATIONAL, LEADERSHIP AND PHILANTHROPIC PROGRAMS AND INITIATIVES. HIGHLIGHTS INCLUDED FUNDING FOR: ACADEMY FOR CHAPTER ADVISORS 89 CHAPTER ADVISORS FROM ACROSS THE UNITED STATES AND CANADA, AND FROM BABY BOOMER, GEN X, MILLENNIAL AND GEN Z GENERATIONS, MET IN PERSON TO FOCUS ON COMMUNICATIONS, LISTENING SKILLS, AND COACHING SKILLS TO PROMOTE THE DEVELOPMENT OF OUR YOUNGEST COLLEGIATE MEMBERS. ACADEMY FOR COLLEGIATE OFFICERS 267 OFFICERS FROM 109 CHAPTERS FROM ACROSS THE UNITED STATES AND CANADA, GATHERED IN PERSON TO FOCUS ON THE CRITICAL DEVELOPMENT AREAS OF ACTION-ORIENTED LEADERSHIP, DECISION-MAKING STYLES, ENGAGEMENT AND RELATIONSHIP BUILDING. EMPOWER PROGRAM ALPHA GAMMA DELTA'S LEADERSHIP PROGRAM FOR ITS HIGHEST MOTIVATED LEVEL OF LEADERS. LED BY 8 ALUMNAE PROFESSIONALS AND 8 PEER MENTORS, 132 COLLEGIATE WOMEN FROM ACROSS NORTH AMERICA 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. MENTAL HEALTH AND WELLNESS THE CALL TO CONTINUE SUPPORTING MENTAL HEALTH INITIATIVES REMAINS LOUD AND CLEAR FROM OUR 18-22 YEAR-OLD MEMBERS. GRANT FUNDS UNDERWROTE MICRO-LEARNING OPPORTUNITIES AND GROUP CONSULTATIONS FOCUSING ON TOPICS SUCH AS CONFIDENCE, TRUST BUILDING, BELONGING AND ENGAGEMENT, BOUNDARIES, CONFLICT RESOLUTION AND ACCOUNTABILITY. WHILE FOCUSED ON OUR YOUNGEST MEMBERS, THESE RESOURCES ARE AVAILABLE TO OUR FULL MEMBERSHIP OF OVER 145,000 WOMEN. LEADERSHIP CONSULTANT PROGRAM HANDS-ON LEADERSHIP AND PERSONAL/PROFESSIONAL DEVELOPMENT TRAINING AND COACHING VISITS WERE DELIVERED TO 18-22 YEAR OLD COLLEGIATE WOMEN AT 79 ALPHA GAMMA DELTA CHAPTERS ACROSS THE UNITED STATES AND CANADA, IMPACTING A MAJORITY OF OUR 10,000+ COLLEGIATE WOMEN. ACORN ACORN IS A LEARNING MANAGEMENT PLATFORM ACCESSIBLE TO ALL 145,000 LIVING MEMBERS OF THE FRATERNITY. THE CATALOGUE OF COURSES INCLUDES HOW TO COMMAND A ROOM, POSITIVE MENTAL HEALTH, STAGES OF CHANGE, IMPOSTER SYNDROME, CAREER READINESS AND MUCH MORE. ALCOHOL SKILLS TRAINING PROGRAM (ASTP) MORE THAN 2,000 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 BEHAVIORS. INTERNATIONAL CONVENTION 694 SISTERS FROM ACROSS THE UNITED STATES AND CANADA, AND FROM FIVE GENERATIONS (THE SILENT GENERATION, BABY BOOMERS, GEN X, MILLENNIALS AND GEN Z), JOINED TOGETHER IN ATLANTA, GA TO LEARN HOW TO BE A HIGH ACHIEVING LEADER AND HOW TO DEVELOP AN AUTHENTIC PERSONAL BRAND.Expenses $273,194 · grants $250,000
- EDUCATIONAL AREA HOUSING GRANTS PROVIDING EQUIPMENT AND FACILITIES THAT SUPPORT ACADEMIC SUCCESS FOR 15 COLLEGIATE CHAPTERS THROUGHOUT THE UNITED STATESExpenses $232,391 · grants $216,342
- HARDSHIP FINANCIAL GRANT ASSISTANCE AND DISASTER RELIEF GRANTS TO 27 SISTERS OF ALPHA GAMMA DELTA EXPERIENCING UNIMAGINABLE CIRCUMSTANCES INCLUDING NATURAL DISASTERS, SERIOUS ILLNESS, FAMILY CRISIS, FINANCIAL DISTRESS AND MORE.Expenses $36,997 · grants $23,666
- 7 GRANTS TO 6 MEMBERS OF ALPHA GAMMA DELTA WHO ARE CONTINUING THEIR EDUCATIONAL AND PROFESSIONAL DEVELOPMENT ON A PART-TIME BASIS.Expenses $5,419 · grants $3,275
- MISCELLANEOUS GRANTS, ACADEMIC RECOGNITION PROGRAMS, EVENTS, COMMUNICATIONS AND GENERAL MANAGEMENT OF ALPHA GAMMA DELTA FOUNDATION'S GRANT AND SCHOLARSHIP PROGRAMS INCLUDING ACCESSIBILITY TO APPLICATIONS, PROGRAM EDUCATION AND AWARENESS, AND REPORTING OF PROGRAM IMPACT.Expenses $94,544 · grants $14,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 35-2057322
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $15,100,774
- Income (IRS master file)
- $10,858,775
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $3,056,676 | $2,151,964 | $15,100,774 | XML |
| 990 | May 2024 | $2,403,222 | $1,885,081 | $13,806,482 | XML |
| 990 | May 2023 | $1,749,436 | $1,757,640 | $11,857,273 | IRS |
| 990 | May 2022 | – | – | – | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990-N for 2014 Officer: Kelsey Hanna | May 31, 2015 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-2057322).
Questions about ALPHA GAMMA DELTA FOUNDATION INC
- What is the EIN of ALPHA GAMMA DELTA FOUNDATION INC?
- The employer identification number (EIN) of ALPHA GAMMA DELTA FOUNDATION INC is 35-2057322.
- Is ALPHA GAMMA DELTA FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to ALPHA GAMMA DELTA FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ALPHA GAMMA DELTA FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ALPHA GAMMA DELTA FOUNDATION INC due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALPHA GAMMA DELTA FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of ALPHA GAMMA DELTA FOUNDATION INC?
- The 990 for the year ended May 31, 2025 names JULIE A WAITMAN.
- Who are the officers and directors of ALPHA GAMMA DELTA FOUNDATION INC?
- The 990 for the year ended May 31, 2025 lists 9 people; 2 received compensation from the organization, the highest $125,624 (JULIE WAITMAN, CEO AND SECRETARY).
- How much revenue does ALPHA GAMMA DELTA FOUNDATION INC have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $3,056,676, expenses of $2,151,964 and total assets of $15,100,774 at year end.
Other nonprofits in INDIANAPOLIS
- BUTLER UNIVERSITY EIN 35-0867977 · last filed 990 for 2025
- UNIVERSITY OF INDIANAPOLIS EIN 35-0868107 · last filed 990 for 2025
- MARIAN UNIVERSITY EIN 35-0868175 · last filed 990 for 2025
- IU MEDICAL GROUP FOUNDATION INC EIN 20-1093251 · last filed 990 for 2025
- PROJECT LEAD THE WAY INC EIN 36-4802935 · last filed 990 for 2025
- THE MIND TRUST INC EIN 20-4560286 · last filed 990 for 2025
- PHALEN LEADERSHIP ACADEMIES INDIANA EIN 36-4729586 · last filed 990 for 2025
- GOODWILL EDUCATION INITIATIVES INC EIN 20-0749885 · last filed 990 for 2025