ALPHA GAMMA DELTA FOUNDATION INC

EIN: 352057322 501(c)(3) Education

INDIANAPOLIS, IN

Total Revenue
$3,056,676
Total Expenses
$2,151,964
Total Assets
$15,100,774
Net Assets
$15,001,345
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
IN
Principal Officer
JULIE A WAITMAN
Phone
3176634242
Tax Period
2024-06-01 to 2025-05-31

ALPHA GAMMA DELTA FOUNDATION INC, founded in 1998, is a community nonprofit in the Education sector that reported $3.1M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $905K, a strong 30% operating margin.

Mission

THE ALPHA GAMMA DELTA FOUNDATION IMPACTS AND ENRICHES COMMUNITIES BY PROVIDING ESSENTIAL SUPPORT FOR EDUCATION, PHILANTHROPY AND LEADERSHIP.

Program Service Accomplishments

Program 1
Expenses: $354,887

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...

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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.

Program 2
Expenses: $309,366

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...

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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.

Program 3
Expenses: $273,194

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...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,345,226
Program Service Revenue $0
Investment Income $711,450
Other Revenue $0
TOTAL REVENUE $3,056,676

Expense Breakdown

Grants Paid $1,085,658
Salaries & Benefits $581,277
Fundraising Expenses $467,298
Program Expenses $1,306,798
Other Expenses $485,029
TOTAL EXPENSES $2,151,964

Year-over-Year Comparison

2024 2023 Change
Revenue $3,056,676 $2,403,222 +0.3%
Expenses $2,151,964 $1,885,081 +0.1%
Net Income $904,712 $518,141 +0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
7
Employees
6
Volunteers
90

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$227,238
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MAURIE JONES PHELAN CHAIR 5.00
Officer Director
$0 $0 $0
SYLVIE KRAMER WEIKERT VICE CHAIR 5.00
Officer Director
$0 $0 $0
MELISSA JACOBSON JAMES BOARD MEMBER 5.00
Director
$0 $0 $0
MARTHA PETRY PARHAM BOARD MEMBER 5.00
Director
$0 $0 $0
ANDREA PENDLETON BOARD MEMBER 5.00
Director
$0 $0 $0
NATASHA SHAHANI BOARD MEMBER 5.00
Director
$0 $0 $0
BOBETTE SANDIFER THOMPSON BORAD MEMBER 5.00
Director
$0 $0 $0
JULIE WAITMAN CEO AND SECRETARY 40.00
Officer
$125,624 $12,891 $138,515
CHRIS FEDOR TREASURER 40.00
Officer
$66,915 $21,808 $88,723
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $3,056,676 $2,151,964 $15,100,774 $904,712
2024 $2,403,222 $1,885,081 $13,806,482 $518,141
2023 $1,749,436 $1,757,640 $11,857,273 $-8,204
2022 $2,503,064 $1,699,875 $11,594,510 $803,189
2021 $2,972,686 $1,621,831 $12,717,880 $1,350,855
2020 $1,374,742 $1,800,071 $10,311,613 $-425,329
2019 $2,142,669 $1,726,437 $10,309,238 $416,232
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