ALPHA CHI OMEGA FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ALPHA CHI OMEGA FOUNDATION INC (EIN 31-0949882)
- Tax period
- 2021-08-01 to 2022-07-31
- Filed
- 2023-03-27
- IRS object ID
- 202330869349300763
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-27T09:00:54-05:00 | ReturnTs |
| Tax Period End | 2022-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 N MERIDIAN ST STE 400 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310949882 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPHA CHI OMEGA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALPH | BusinessNameControlTxt |
| Phone | 3175795050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5635 CASTLE CREEK PARKWAY N DR | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462504304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE GOLDSBERRY | PersonNm |
| Person Title | SENIOR FINANCIAL CONTROLLER | PersonTitleTxt |
| Phone | 3175795050 | PhoneNum |
| Signature | 2023-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIE | PersonFirstNm |
| Person Last | GOLDSBERRY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA N CRAWFORD CPA | PreparerPersonNm |
| PTIN | P00573197 | PTIN |
| Phone | 3178488920 | PhoneNum |
| Preparation | 2023-03-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JULIE GOLDSBERRY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5635 CASTLE CREEK PARKWAY N DR | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462504304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,978,251 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALPHACHIOMEGA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO REALIZE AND SUSTAIN THE EDUCATIONAL AND PHILANTHROPIC VALUES OF ALPHA CHI OMEGA THROUGH SUCCESSFUL FUNDRAISING AND STEWARDSHIP. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 119 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,792,066 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,395,666 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,491 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,491 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,093,476 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,986,491 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,051 | PYOtherRevenueAmt |
| CY Other Revenue | $42,516 | CYOtherRevenueAmt |
| PY Total Revenue | $6,929,084 | PYTotalRevenueAmt |
| CY Total Revenue | $7,451,164 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,098,946 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,528,246 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $914,892 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $909,708 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,112,357 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $634,282 | PYOtherExpensesAmt |
| CY Other Expenses | $1,127,781 | CYOtherExpensesAmt |
| PY Total Expenses | $4,648,120 | PYTotalExpensesAmt |
| CY Total Expenses | $5,565,735 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,280,964 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,885,429 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $29,640,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,935,274 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,354,696 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,057,832 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,285,652 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,877,442 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THROUGH THE REAL.STRONG.WOMEN. EXPERIENCE, ALPHA CHI OMEGA CULTIVATES IMPACTFUL COMMUNITIES WHERE WOMEN ARE INSPIRED TO CONNECT, LEAD, GROW AND SERVE. THE ALPHA CHI OMEGA FOUNDATION STRIVES TO REALIZE AND SUSTAIN THE EDUCATIONAL AND PHILANTHROPIC VALUES OF ALPHA CHI OMEGA THROUGH SUCCESSFUL FUNDRAISING AND STEWARDSHIP. GENEROUS GIFTS FROM OUR MEMBERS AND FRIENDS ENHANCE THE REAL. STRONG. WOMEN. EXPERIENCE AND EMPOWER OUR MEMBERS TO IMPACT THEIR COMMUNITIES AND WORLD POSITIVELY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $642,512 | ExpenseAmt |
| Grant | $600,000 | GrantAmt |
| Revenue | $26,491 | RevenueAmt |
| Desc | GRANTS TO FRATERNITY: PROVIDE GRANTS TO THE ALPHA CHI OMEGA FRATERNITY TO SUPPORT EDUCATIONAL AND PHILANTHROPIC PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,426,285 | ExpenseAmt |
| Grant | $1,331,916 | GrantAmt |
| Desc | CHAPTER HOUSING GRANTS: PROVIDE GRANTS TO THE ALPHA CHI OMEGA NATIONAL HOUSING CORPORATION AND ALPHA CHI OMEGA LOCAL HOUSING CORPORATIONS IN SUPPORT OF THE EDUCATIONAL PORTION OF CHAPTER HOUSING IMPROVEMENT PROJECTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,161,625 | ExpenseAmt |
| Grant | $1,101,231 | GrantAmt |
| Desc | COMMUNITY IMPACT: ALPHA CHI OMEGA WORKS THROUGHOUT THE NATION TO BUILD AWARENESS OF DOMESTIC VIOLENCE. CHAPTERS WORK WITH LOCAL DOMESTIC VIOLENCE ORGANIZATIONS TO RAISE FUNDS AND AWARENESS. THE EDUCATION AND LEADERSHIP INITIATIVES DEPARTMENT DEVELOPS NATIONAL OPPORTUNITIES TO SUPPORT THIS CAUSE AND ASSISTS INDIVIDUAL CHAPTERS IN THEIR EFFORTS. MAJOR FUNDRAISING INITIATIVES OCCUR IN OCTOBER (DOMESTIC VIOLENCE AWARENESS MONTH) AND FEBRUARY (HEALTHY RELATIONSHIPS WEEK). | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $471,839 | $440,620 | SCHOLARSHIPS: PROVIDE SCHOLARSHIPS AND MEMBER ASSISTANCE GRANTS SUPPORTING ALPHA CHI OMEGA MEMBERS IN THEIR EDUCATIONAL PURSUITS AND OTHER AREAS OF NEED. |
| $58,339 | $54,479 | CHAPTER EDUCATION FUNDS: PROVIDE GRANTS TO ALPHA CHI OMEGA CHAPTERS FOR EXPENSES ASSOCIATED WITH EDUCATIONAL OR PHILANTHROPIC INITIATIVES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $530,178 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $495,099 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $3,760,600 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3175795050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5635 CASTLE CREEK PARKWAY N DR | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462504304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KORI WHITENER FELLOWS | ||||||
| CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANNE TEAFORD-CANTOR | ||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TONYA TATUM | ||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENNY CHAMPLIN | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE BOONE | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| CASSIE GERHARDT | ||||||
| NATIONAL COUNCIL TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| ANNAMARIE HELLEBUSCH | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| LYNNE BIGGIO HERNDON | ||||||
| NATIONAL COUNCIL TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| JILL SABATINO LACY | ||||||
| NATIONAL COUNCIL TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| MAREE MAGLIOCCHETTI | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| KATIE LAMPINEN GAFFIN | ||||||
| CEO | 10.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE GOLDSBERRY | ||||||
| SENIOR FINANCIAL CONTROLLER | 12.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,395,666 | AllOtherContributionsAmt |
| Noncash Contributions | $246,906 | NoncashContributionsAmt |
| Total Contributions | $5,395,666 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE LOYAL PROGRAM INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $26,491 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,491 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,491 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,313,249 | TotalRevenueColumnAmt |
| Exclusion | $1,313,249 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,200,329 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,527,087 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $673,242 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $673,242 | TotalRevenueColumnAmt |
| Exclusion | $673,242 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| REIMBURSED EXPENSES | 900099 | $40,877 | $40,877 |
| OTHER INCOME | 900099 | $1,639 | $1,639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $42,516 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,451,164 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,491 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,029,007 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,087,626 | TotalAmt |
| Program Services | $3,087,626 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,620 | TotalAmt |
| Program Services | $440,620 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,192 | TotalAmt |
| Management And General | $61,192 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $733,767 | TotalAmt |
| Program Services | $112,619 | ProgramServicesAmt |
| Management And General | $208,320 | ManagementAndGeneralAmt |
| Fundraising | $412,828 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,765 | TotalAmt |
| Program Services | $12,967 | ProgramServicesAmt |
| Management And General | $26,087 | ManagementAndGeneralAmt |
| Fundraising | $17,711 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,984 | TotalAmt |
| Program Services | $8,056 | ProgramServicesAmt |
| Management And General | $19,593 | ManagementAndGeneralAmt |
| Fundraising | $30,335 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,756 | TotalAmt |
| Management And General | $13,900 | ManagementAndGeneralAmt |
| Fundraising | $856 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,825 | TotalAmt |
| Management And General | $18,825 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,623 | TotalAmt |
| Management And General | $76,623 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,620 | TotalAmt |
| Program Services | $6,499 | ProgramServicesAmt |
| Management And General | $18,750 | ManagementAndGeneralAmt |
| Fundraising | $62,371 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,213 | TotalAmt |
| Program Services | $4,034 | ProgramServicesAmt |
| Management And General | $146,889 | ManagementAndGeneralAmt |
| Fundraising | $42,290 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,853 | TotalAmt |
| Program Services | $12,043 | ProgramServicesAmt |
| Management And General | $21,626 | ManagementAndGeneralAmt |
| Fundraising | $33,184 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,204 | TotalAmt |
| Program Services | $13,191 | ProgramServicesAmt |
| Management And General | $20,036 | ManagementAndGeneralAmt |
| Fundraising | $32,977 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,426 | TotalAmt |
| Program Services | $18,220 | ProgramServicesAmt |
| Management And General | $36,568 | ManagementAndGeneralAmt |
| Fundraising | $78,638 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,164 | TotalAmt |
| Program Services | $23,505 | ProgramServicesAmt |
| Management And General | $4,532 | ManagementAndGeneralAmt |
| Fundraising | $72,127 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,366 | TotalAmt |
| Management And General | $7,364 | ManagementAndGeneralAmt |
| Fundraising | $2 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COMMUNICATIONS | $236,584 | $18,702 | $948 | $216,934 |
| CAMPAIGN EXPENSE | $108,172 | $2,518 | $44 | $105,610 |
| DUES AND SUBSCRIPTIONS | $8,991 | $2,497 | $6,494 | |
| TAXES AND LICENSES | $4,763 | $4,763 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,221 | TotalAmt |
| Management And General | $4,221 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,565,735 | TotalAmt |
| Program Services | $3,760,600 | ProgramServicesAmt |
| Management And General | $692,778 | ManagementAndGeneralAmt |
| Fundraising | $1,112,357 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,278,131 | BOYAmt |
| EOY | $1,311,153 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,105,800 | BOYAmt |
| EOY | $571,971 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,945,601 | BOYAmt |
| EOY | $2,062,214 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $798 | BOYAmt |
| EOY | $11,525 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $496,815 | BOYAmt |
| EOY | $473,176 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,208 | BOYAmt |
| EOY | $122,637 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $69,642 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,239 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,093 | BOYAmt |
| EOY | $38,403 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,847,790 | BOYAmt |
| EOY | $20,300,042 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,774,000 | BOYAmt |
| EOY | $3,962,825 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,112 | BOYAmt |
| EOY | $81,328 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,640,348 | BOYAmt |
| EOY | $28,935,274 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $675,868 | BOYAmt |
| EOY | $405,495 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $678,828 | BOYAmt |
| EOY | $652,337 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,354,696 | BOYAmt |
| EOY | $1,057,832 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,564,251 | BOYAmt |
| EOY | $3,186,714 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,721,401 | BOYAmt |
| EOY | $24,690,728 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,285,652 | BOYAmt |
| EOY | $27,877,442 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,640,348 | BOYAmt |
| EOY | $28,935,274 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,885,429 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,487,454 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,193,815 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,872,761 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,635,809 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,464,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,792,066 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,395,666 | CurrentTaxYearAmt |
| Total | $22,161,257 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,872,761 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,635,809 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,464,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,792,066 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,395,666 | CurrentTaxYearAmt |
| Total | $22,161,257 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $575,935 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,585,322 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $576,935 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $762,191 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $710,740 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $724,681 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,313,249 | CurrentTaxYearAmt |
| Total | $4,087,796 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $36,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,916 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,051 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,516 | CurrentTaxYearAmt |
| Total | $119,767 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $26,368,820 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $94,927 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81860 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81080 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,536,141 | BeginningYearBalanceAmt |
| Contributions | $1,637,261 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,585,799 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $845,575 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $76,623 | AdministrativeExpensesAmt |
| End Year Balance | $17,665,405 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,745,643 | BeginningYearBalanceAmt |
| Contributions | $1,269,796 | ContributionsAmt |
| Investment Earnings Or Losses | $4,254,049 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $495,367 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $237,980 | AdministrativeExpensesAmt |
| End Year Balance | $18,536,141 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,119,257 | BeginningYearBalanceAmt |
| Contributions | $1,021,039 | ContributionsAmt |
| Investment Earnings Or Losses | $519,277 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $714,847 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $199,083 | AdministrativeExpensesAmt |
| End Year Balance | $13,745,643 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,008,361 | BeginningYearBalanceAmt |
| Contributions | $174,535 | ContributionsAmt |
| Investment Earnings Or Losses | $712,678 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $559,009 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $217,308 | AdministrativeExpensesAmt |
| End Year Balance | $13,119,257 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,806,157 | BeginningYearBalanceAmt |
| Contributions | $274,404 | ContributionsAmt |
| Investment Earnings Or Losses | $854,946 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $674,527 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $252,619 | AdministrativeExpensesAmt |
| End Year Balance | $13,008,361 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04533 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66500 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28967 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,967 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,239 | DepreciationAmt |
| Book Value | $14,728 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,675 | OtherCostOrOtherBasisAmt |
| Book Value | $23,675 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $38,403 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ARTWORK | $50,700 | C |
| BENEFICIAL INTEREST IN PERPETUAL TR | $3,912,125 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,962,825 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,080,902 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,487,454 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,193,815 | OtherRevenueAmt |
| Revenue Not Reported | -$2,293,639 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,374,541 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $76,623 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $76,623 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,451,164 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,489,112 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,489,112 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $76,623 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $76,623 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,565,735 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT FUNDS ARE HELD FOR SPECIFIC PURPOSES AS DESIGNATED BY THE DONORS. THESE PURPOSES INCLUDE EDUCATIONAL PROGRAMS FOR MEMBERS, MEMBER SCHOLARSHIPS (SOMETIMES LIMITED TO SPECIFIC CHAPTERS OR GEOGRAPHIC REGIONS), CHAPTER HOUSING IMPROVEMENTS (SOMETIMES LIMITED TO SPECIFIC CHAPTER HOUSES) AND STAFF EDUCATION ASSISTANCE. THE FOUNDATION ENSURES THAT EACH ENDOWED FUND IS SPENT IN ACCORDANCE WITH ITS DONOR'S INTENT BY DEVELOPING AN ANNUAL SPENDING PLAN FOR EACH FUND WHICH IS CLOSELY REVIEWED BY STAFF AND THE BOARD OF TRUSTEES PRIOR TO RELEASING AND SPENDING THE FUNDS EACH YEAR. |
| PART X, LINE 2: | THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAW. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION 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 FOUNDATION, AND HAS CONCLUDED THAT AS OF JULY 31, 2022 AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FOUNDATION HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH JULY 31, 2020. THESE 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: | CHANGE IN CASH SURRENDER VALUE OF L 2,740. CHANGE IN VALUE OF BENEFICIAL INTER 1,191,075. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (57 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| A BETTER WAY | ||||||||
| PO BOX 734 | MUNCIE | IN | 47308 | 350868081 | 501(C)(3) | $5,848 | $0 | PHILANTHROPIC GRANT |
| A NEW LEAF | ||||||||
| 868 E UNIVERSITY DR | MESA | AZ | 85203 | 860256667 | 501(C)(3) | $30,871 | $0 | PHILANTHROPIC GRANT |
| ALPHA CHI OMEGA FRATERNITY | ||||||||
| 5635 CASTLE CREEK PARKWAY N DRIVE | INDIANAPOLIS | IN | 46250 | 350141875 | 501(C)(7) | $600,000 | $0 | EDUCATIONAL GRANT |
| ALPHA CHI OMEGA HOUSE CORPORATION FOR PSI CHAPTER | ||||||||
| 1115 COLLEGE AVE | NORMAN | OK | 73072 | 237083348 | 501(C)(7) | $1,045,542 | $0 | CHAPTER HOUSING GRANT |
| ALPHA CHI OMEGA NATIONAL HOUSING CORPORATION | ||||||||
| 5635 CASTLE CREEK PARKWAY N DRIVE | INDIANAPOLIS | IN | 46250 | 351992276 | 501(C)(7) | $142,764 | $0 | CHAPTER HOUSING GRANT |
| BHCARE | ||||||||
| 127 WASHINGTON AVE 3RD FL W | NORTH HAVEN | CT | 06473 | 222598799 | 501(C)(3) | $15,173 | $0 | PHILANTHROPIC GRANT |
| CATHOLIC CHARITIES-GOOD SHEPHERD SHELTER | ||||||||
| 1531 JAMES M WOOD BLVD PO BOX 15095 | LOS ANGELES | CA | 90015 | 951690973 | 501(C)(3) | $7,845 | $0 | PHILANTHROPIC GRANT |
| CENTER FOR COMMUNITY SOLUTIONS | ||||||||
| 4508 MISSION BAY DR | SAN DIEGO | CA | 92109 | 956379598 | 501(C)(3) | $15,013 | $0 | PHILANTHROPIC GRANT |
| DOMESTIC ABUSE COUNCIL OF VOLUSIA COUNTY INC (BEACON CENTER) | ||||||||
| PO BOX 142 | DAYTONA BEACH | FL | 32115 | 591881222 | 501(C)(3) | $12,472 | $0 | PHILANTHROPIC GRANT |
| DOMESTIC ABUSE INTERVENTION SERVICES (DAIS) | ||||||||
| 2102 FORDEM AVE | MADISON | WI | 53704 | 391268238 | 501(C)(3) | $20,992 | $0 | PHILANTHROPIC GRANT |
| DOMESTIC ABUSE RESISTANCE TEAM (DART) | ||||||||
| 108 W ALABAMA AVE | RUSTON | IA | 71270 | 721273159 | 501(C)(3) | $14,910 | $0 | PHILANTHROPIC GRANT |
| DOMESTIC VIOLENCE INTERVENTION PROGRAM | ||||||||
| 1105 S GILBERT CT | IOWA CITY | IA | 52240 | 421124902 | 501(C)(3) | $6,351 | $0 | PHILANTHROPIC GRANT |
| DOMESTIC VIOLENCE RESOURCE CENTER OF SOUTH COUNTY (DVRCSC) | ||||||||
| 61 MAIN ST | WAKEFIELD | RI | 02879 | 050377538 | 501(C)(3) | $11,294 | $0 | PHILANTHROPIC GRANT |
| DOMESTIC VIOLENCE SHELTER AND SERVICES INC (OPEN GATE) | ||||||||
| 2901 MARKET ST | WILMINGTON | NC | 28401 | 561497076 | 501(C)(3) | $10,164 | $0 | PHILANTHROPIC GRANT |
| EAST TEXAS CRISIS CENTER | ||||||||
| PO BOX 7060 | TYLER | TX | 75711 | 751641173 | 501(C)(3) | $13,251 | $0 | PHILANTHROPIC GRANT |
| EMERGE CENTER AGAINST DOMESTIC ABUSE | ||||||||
| 2545 E ADAMS ST | TUCSON | AZ | 85716 | 860312162 | 501(C)(3) | $23,672 | $0 | PHILANTHROPIC GRANT |
| EMPOWER YOLO | ||||||||
| 175 WALNUT ST | WOODLAND | CA | 95695 | 943027535 | 501(C)(3) | $17,206 | $0 | PHILANTHROPIC GRANT |
| FAMILY SERVICES OF THE PIEDMONT - CARPENTER HOUSE | ||||||||
| 1401 LONG ST | HIGH POINT | NC | 27262 | 562061741 | 501(C)(3) | $14,404 | $0 | PHILANTHROPIC GRANT |
| GAMMA RHO HOUSE CORPORATION BOARD | ||||||||
| 6801 PONTIAC AVE | LUBBOCK | TX | 79424 | 756038087 | 501(C)(7) | $137,265 | $0 | CHAPTER HOUSING GRANT |
| GENESIS WOMEN'S SHELTER & SUPPORT | ||||||||
| 4411 LEMMON AVE STE 201 | DALLAS | TX | 75219 | 871061849 | 501(C)(3) | $31,469 | $0 | PHILANTHROPIC GRANT |
| GREENHOUSE17 | ||||||||
| PO BOX 55190 | LEXINGTON | KY | 40555 | 201965942 | 501(C)(3) | $21,059 | $0 | PHILANTHROPIC GRANT |
| HOUSE OF RUTH MARYLAND | ||||||||
| 2201 ARGONNE DR | BALTIMORE | MD | 21218 | 521100236 | 501(C)(3) | $8,687 | $0 | PHILANTHROPIC GRANT |
| HOUSTON AREA WOMEN'S CENTER | ||||||||
| 1010 WAUGH DR | HOUSTON | TX | 77019 | 742029166 | 501(C)(3) | $6,788 | $0 | PHILANTHROPIC GRANT |
| JULIAN CENTER | ||||||||
| 2011 N MERIDIAN ST | INDIANAPOLIS | IN | 46202 | 351346514 | 501(C)(3) | $15,066 | $0 | PHILANTHROPIC GRANT |
| LAURA'S HOUSE | ||||||||
| 33 JOURNEY STE 150 | ALISO VIEJO | CA | 92656 | 330621826 | 501(C)(3) | $6,015 | $0 | PHILANTHROPIC GRANT |
| LSS CHOICES | ||||||||
| 500 W WILSON BRIDGE RD STE 245 | WORTHINGTON | OH | 43085 | 310910779 | 501(C)(3) | $5,382 | $0 | PHILANTHROPIC GRANT |
| MIDDLE WAY HOUSE | ||||||||
| 318 S WASHINGTON ST | BLOOMINGTON | IN | 47401 | 237300355 | 501(C)(3) | $12,104 | $0 | PHILANTHROPIC GRANT |
| MSU SAFE PLACE | ||||||||
| 166 SERVICE RD RM 113A | EAST LANSING | MI | 48824 | 386005984 | 501(C)(3) | $5,306 | $0 | PHILANTHROPIC GRANT |
| MY SISTER'S PLACE | ||||||||
| 1430 U ST NW STE 303 | WASHINGTON | DC | 20009 | 521263256 | 501(C)(3) | $13,411 | $0 | PHILANTHROPIC GRANT |
| NU CHAPTER OF ALPHA CHI OMEGA | ||||||||
| 1162 12TH ST | BOULDER | CO | 80302 | 840003800 | 501(C)(7) | $7,216 | $0 | CHAPTER EDUCATION GRANT |
| ONE LOVE FOUNDATION | ||||||||
| PO BOX 368 | BRONXVILLE | NY | 10708 | 272904497 | 501(C)(3) | $19,497 | $0 | PHILANTHROPIC GRANT |
| PHOEBE'S HOME | ||||||||
| 2505 S COLLEGE AVE | BRYAN | TX | 77801 | 741533639 | 501(C)(3) | $46,320 | $0 | PHILANTHROPIC GRANT |
| PROJECT SAFE | ||||||||
| PO BOX 7532 | ATHENS | GA | 30604 | 581908469 | 501(C)(3) | $32,783 | $0 | PHILANTHROPIC GRANT |
| ROSE BROOKS CENTER | ||||||||
| PO BOX 320599 | KANSAS CITY | MO | 64132 | 510231573 | 501(C)(3) | $14,022 | $0 | PHILANTHROPIC GRANT |
| SAAFE HOUSE | ||||||||
| PO BOX 1893 | HUNTSVILLE | TX | 77340 | 760155364 | 501(C)(3) | $11,410 | $0 | PHILANTHROPIC GRANT |
| SAFE ALLIANCE | ||||||||
| 601 E 5TH ST STE 400 | CHARLOTTE | NC | 28202 | 560529967 | 501(C)(3) | $13,671 | $0 | PHILANTHROPIC GRANT |
| SAFE HAVEN OF TARRANT COUNTY | ||||||||
| 1010 N CENTER ST | ARLINGTON | TX | 76011 | 751670281 | 501(C)(3) | $12,477 | $0 | PHILANTHROPIC GRANT |
| SAFE HAVEN INC | ||||||||
| PO BOX 5354 | COLUMUS | MS | 39704 | 640702475 | 501(C)(3) | $8,012 | $0 | PHILANTHROPIC GRANT |
| SAFEHOUSE DENVER | ||||||||
| 1649 DOWNING ST | DENVER | CO | 80218 | 840745911 | 501(C)(3) | $28,055 | $0 | PHILANTHROPIC GRANT |
| SISTERCARE | ||||||||
| 1820 MORLAINE RD | CAYCE | SC | 29033 | 570722427 | 501(C)(3) | $35,385 | $0 | PHILANTHROPIC GRANT |
| SOJOURN | ||||||||
| 2116 ARLINGTON AVE STE 100 | LOS ANGELES | CA | 90018 | 956143865 | 501(C)(3) | $23,480 | $0 | PHILANTHROPIC GRANT |
| STILLWATER DOMESTIC VIOLENCE SERVICES (DBA WINGS OF HOPE FAMILY CRISIS SERV | ||||||||
| 3800 N WASHINGTON | STILLWATER | OK | 74074 | 731097811 | 501(C)(3) | $5,908 | $0 | PHILANTHROPIC GRANT |
| THE COCOON SHELTER | ||||||||
| PO BOX 1165 | BOWLING GREEN | OH | 43402 | 201011222 | 501(C)(3) | $6,232 | $0 | PHILANTHROPIC GRANT |
| THE SAFE ALLIANCE | ||||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | 742320657 | 501(C)(3) | $38,147 | $0 | PHILANTHROPIC GRANT |
| TURNING POINT | ||||||||
| 2110 MCFARLAND BLVD E STE G | TUSCALOOSA | AL | 35404 | 630780961 | 501(C)(3) | $39,952 | $0 | PHILANTHROPIC GRANT |
| TUSCALOOSA SAFE CENTER | ||||||||
| 1601 UNIVERSITY BLVD E STE 150 | TUSCALOOSA | AL | 35404 | 822898060 | 501(C)(3) | $15,629 | $0 | PHILANTHROPIC GRANT |
| UTAH DOMESTIC VIOLENCE COALITION | ||||||||
| 124 S 400 E | SALT LAKE CITY | UT | 84111 | 870524312 | 501(C)(3) | $7,496 | $0 | PHILANTHROPIC GRANT |
| VERA HOUSE INC | ||||||||
| 723 JAMES ST | SYRACUSE | NY | 13203 | 510201530 | 501(C)(3) | $5,373 | $0 | PHILANTHROPIC GRANT |
| WOMANKIND | ||||||||
| 32 BROADWAY 10TH FL | NEW YORK | NY | 10004 | 133286250 | 501(C)(3) | $19,212 | $0 | PHILANTHROPIC GRANT |
| WOMEN'S ADVOCATES | ||||||||
| PO BOX 4039 | SAINT PAUL | MN | 55104 | 237310701 | 501(C)(3) | $13,421 | $0 | PHILANTHROPIC GRANT |
| WOMEN'S AND CHILDREN'S ALLIANCE | ||||||||
| 720 W WASHINGTON ST | BOISE | ID | 83702 | 820204464 | 501(C)(3) | $5,009 | $0 | PHILANTHROPIC GRANT |
| WOMEN'S CENTER OF TARRANT COUNTY | ||||||||
| 1723 HEMPHILL ST | FORT WORTH | TX | 76110 | 751501868 | 501(C)(3) | $107,221 | $0 | PHILANTHROPIC GRANT |
| WOMEN'S PROTECTIVE SERVICES | ||||||||
| PO BOX 54089 | LUBBOCK | TX | 79453 | 751633066 | 501(C)(3) | $31,086 | $0 | PHILANTHROPIC GRANT |
| WOMEN'S RESOURCE CENTER OF THE NEW RIVER VALLEY | ||||||||
| PO BOX 477 | RADFORD | VA | 24143 | 541121334 | 501(C)(3) | $29,940 | $0 | PHILANTHROPIC GRANT |
| YWCA KNOXVILLE AND THE TENNESSEE VALLEY | ||||||||
| 420 CLINCH AVE | KNOXVILLE | TN | 37902 | 620475701 | 501(C)(3) | $6,951 | $0 | PHILANTHROPIC GRANT |
| YWCA OF KALAMAZOO | ||||||||
| 353 E MICHIGAN AVE | KALAMAZOO | MI | 49007 | 381360598 | 501(C)(3) | $5,168 | $0 | PHILANTHROPIC GRANT |
| YWCA OF SAN DIEGO COUNTY - BECKY'S HOUSE | ||||||||
| 1012 C STREET | SAN DIEGO | CA | 92101 | 951661119 | 501(C)(3) | $5,817 | $0 | PHILANTHROPIC GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 52 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| EDUCATIONAL ASSISTANCE GRANTS | 51 | $59,679 |
| MEMBER ASSISTANCE GRANTS | 25 | $35,750 |
| SCHOLARSHIPS | 293 | $345,191 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE ADMINISTERED BY ALPHA CHI OMEGA FOUNDATION STAFF MEMBERS WITH THE ASSISTANCE OF VOLUNTEER COMMITTEES. EACH TYPE OF GRANT HAS SPECIFIC CRITERIA THAT MUST BE MET IN ORDER FOR A GRANT TO BE AWARDED. ONCE A GRANT IS ACCEPTED, A GRANT ACCEPTANCE AGREEMENT IS SIGNED BY THE GRANT RECIPIENT WHICH INCLUDES THE FOLLOWING LANGUAGE: "IF, FOR ANY REASON, YOU WILL NO LONGER USE THE GRANT FOR THE ORIGINALLY-SPECIFIED PURPOSE OR ARE UNABLE TO ACCEPT THE GRANT, THE GRANT MUST BE REPAID TO THE ALPHA CHI OMEGA FOUNDATION". OUTSTANDING GRANT AWARDS ARE MONITORED BY FOUNDATION STAFF MEMBERS ON A QUARTERLY BASIS AND DOCUMENTATION IS REQUIRED TO SUBSTANTIATE THAT THE FUNDS WERE USED AS SPECIFIED IN THE GRANT AWARD. THE ALPHA CHI OMEGA FRATERNITY PROVIDES A REPORT TO THE FOUNDATION'S BOARD OF TRUSTEES AT THE END OF EACH FISCAL YEAR DETAILING HOW THE GRANT FUNDS WERE SPENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, PART VII, LINE 5 | FormAndLineReferenceDesc |
| Explanation | CERTAIN OFFICERS OF THE ORGANIZATION ARE COMPENSATED THROUGH ALPHA CHI OMEGA FRATERNITY. THE FRATERNITY IS UNRELATED TO THE FOUNDATION FOR 990 REPORTING PURPOSES. TOTAL COMPENSATION FROM THE FRATERNITY TO KATIE GAFFIN AS CEO WAS $241,948 FOR CALENDAR YEAR 2021, $36,298 OF WHICH IS FOR SERVICES RENDERED TO THE FOUNDATION. TOTAL COMPENSATION TO JULIE GOLDSBERRY AS SENIOR FINANCIAL CONTROLLER WAS $133,952 FOR CALENDAR YEAR 2021, $26,798 OF WHICH IS FOR SERVICES RENDERED TO THE FOUNDATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $246,906 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION'S INVESTMENT ADVISORY FIRM PROCESSES AND SELLS ALL STOCK GIFTS RECEIVED BY THE FOUNDATION. ALL SUCH GIFTS ARE SOLD AS SOON AS ADMINISTRATIVELY FEASIBLE AFTER RECEIPT OF THE SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THIS FORM 990 WAS PREPARED BY A PUBLIC ACCOUNTING FIRM AND REVIEWED IN DETAIL BY THE ORGANIZATION'S FINANCE STAFF. THE FORM WAS THEN SENT TO ALL MEMBERS OF THE BOARD OF TRUSTEES FOR REVIEW. THE FORM WAS APPROVED BY THE BOARD OF TRUSTEES AT A REGULAR MONTHLY MEETING PRIOR TO BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY REQUIRING ALL BOARD OF TRUSTEE MEMBERS TO COMPLETE AN ANNUAL CONFLICT OF INTEREST AND DISCLOSURE STATEMENT. ANY DISCLOSED CONFLICTS ARE REVIEWED AND RESOLVED BY THE BOARD OF TRUSTEES PRESIDENT IN CONSULTATION WITH THE CHIEF DEVELOPMENT OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF ALPHA CHI OMEGA'S CHIEF EXECUTIVE OFFICER (CEO) IS SET BY ALPHA CHI OMEGA FRATERNITY'S NATIONAL COUNCIL. THE COMPENSATION OF THE SENIOR FINANCIAL CONTROLLER (SFC) IS SET BY THE CEO AND REVIEWED BY THE NATIONAL COUNCIL FOR REASONABLENESS. THE FRATERNITY ACTS AS THE COMMON PAYMASTER FOR ALL FOUR ALPHA CHI OMEGA ENTITIES AND ALLOCATES A PORTION OF THE CEO'S AND SFC'S SALARY TO EACH ENTITY. BENCHMARK DATA RELATED TO THE CEO'S AND SFC'S COMPENSATION IS OBTAINED ANNUALLY BY THE NATIONAL COUNCIL FROM SEVERAL PUBLISHED SALARY SURVEYS. THE NATIONAL COUNCIL REVIEW THE BENCHMARK DATA AND ENSURES THAT THE DATA POINTS ARE COMPARABLE TO ALPHA CHI OMEGA'S CEO AND SFC POSITIONS. THE NATIONAL COUNCIL THEN MEETS IN EXECUTIVE SESSION (WITHOUT ANY STAFF MEMBERS PRESENT), COMPARES APPROPRIATE BENCHMARK DATA POINTS TO THE CEO AND SFC'S ACTUAL COMPENSATION, DETERMINES CHANGES TO THE CEO'S COMPENSATION IF APPROPRIATE, CONFIRMS REASONABLENESS OF THE SFC'S COMPENSATION AND DIRECTS THE FRATERNITY'S PAYROLL STAFF TO MAKE CHANGES TO THE CEO'S COMPENSATION AS APPROPRIATE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART VII, LINE 1A: | THE CHIEF EXECUTIVE OFFICER IS COMPENSATED THOUGH THE ALPHA CHI OMEGA FRATERNITY, BUT ALSO SERVES AS THE CHIEF EXECUTIVE OFFICER OF ALPHA CHI OMEGA NATIONAL HOUSING CORPORATION (NHC) AND ALPHA CHI OMEGA FOUNDATION, INC. (FOUNDATION). THE NHC AND FOUNDATION REIMBURSE THE FRATERNITY FOR A PERCENTAGE OF THE CHIEF EXECUTIVE OFFICER'S SALARY AND BENEFITS. THE FOUNDATION IS UNRELATED TO THE FRATERNITY BY DEFINITION, THEREFORE, NO COMPENSATION IS REPORTED IN PART VII. HOWEVER, THE AMOUNT OF REIMBURSED SALARY IS REFLECTED ON PART IX, LINE 5, OFFICER'S COMPENSATION. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 1,191,075. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 2,740. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |