ALPHA XI DELTA FOUNDATION

EIN: 356053701 501(c)(3) Education

INDIANAPOLIS, IN

Total Revenue
$853,075
Total Expenses
$609,505
Total Assets
$10,120,289
Net Assets
$10,095,302
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1956
Legal Domicile
AR
Principal Officer
ELYSIA BALSTER GALLIVAN
Phone
3178723500
Tax Period
2023-06-01 to 2024-05-31

ALPHA XI DELTA FOUNDATION, founded in 1956, is a small nonprofit in the Education sector that reported $853K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $244K, a strong 29% operating margin.

Mission

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.

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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 (2023)

Revenue Breakdown

Contributions & Grants $363,337
Program Service Revenue $0
Investment Income $489,738
Other Revenue $0
TOTAL REVENUE $853,075

Expense Breakdown

Grants Paid $314,869
Salaries & Benefits $0
Fundraising Expenses $99,715
Program Expenses $344,800
Other Expenses $294,636
TOTAL EXPENSES $609,505

Year-over-Year Comparison

2023 2022 Change
Revenue $853,075 $750,111 +0.1%
Expenses $609,505 $663,564 -0.1%
Net Income $243,570 $86,547 +1.8%
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
11
Independent Members
11
Employees
N/A
Volunteers
73

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
5
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANDREA FOUBERG CHAIR 1.00
Officer Director
$0 $0 $0
COURTNEY PETERS VICE CHAIR 1.00
Officer Director
$0 $0 $0
PEGGY COYNE SECRETARY 1.00
Officer Director
$0 $0 $0
LYDIA BUGLI TREASURER 1.00
Officer Director
$0 $0 $0
ELIZABETH BATTAGLIA TRUSTEE 1.00
Director
$0 $0 $0
CATHY BERDAHL TRUSTEE 1.00
Director
$0 $0 $0
DEANNA BOSSELMAN TRUSTEE 1.00
Director
$0 $0 $0
MONICA BROUGHTON TRUSTEE 1.00
Director
$0 $0 $0
MEGAN CROUCH TRUSTEE/NATIONAL PRESIDENT 1.00
Director
$0 $0 $0
JULIE HUMMER TRUSTEE 1.00
Director
$0 $0 $0
CHRISTINA-MARIE MCBREATY TRUSTEE 1.00
Director
$0 $0 $0
ELYSIA BALSTER GALLIVAN NATIONAL EXECUTIVE DIRECTOR 5.00
Officer
$0 $0 $0
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 No data No data No data No data
2024 $853,075 $609,505 $10,120,289 $243,570
2023 $750,111 $663,564 $8,835,996 $86,547
2022 $1,210,634 $615,679 $9,110,147 $594,955
2021 $1,347,855 $780,119 $9,779,602 $567,736
2020 $831,089 $645,525 $7,762,400 $185,564
2019 $723,951 $723,839 $7,282,452 $112
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