2021-12-10T08:55:43-06:00 2021-07-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2020-08-01 310949882 ALPHA CHI OMEGA FOUNDATION INC ALPH 3175795050 5939 CASTLE CREEK PKWY NORTH DRIVE INDIANAPOLIS IN 462504343 JULIE GOLDSBERRY SENIOR FINANCIAL CONTROLLER 3175795050 2021-12-10 1 JULIE GOLDSBERRY 999009999 ANGELA N CRAWFORD CPA P00573197 3178488920 2021-12-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JULIE GOLDSBERRY 5939 CASTLE CREEK PKWY NORTH DRIVE INDIANAPOLIS IN 462504343 10815064 0 X WWW.ALPHACHIOMEGA.ORG X 1978 IN TO REALIZE AND SUSTAIN THE EDUCATIONAL AND PHILANTHROPIC VALUES OF ALPHA CHI OMEGA THROUGH SUCCESSFUL FUNDRAISING AND STEWARDSHIP. 10 10 0 118 0 0 5464955 4792066 26491 26491 1360400 2093476 23916 17051 6875762 6929084 3741180 3098946 0 0 1037922 914892 0 0 756223 822383 634282 5601485 4648120 1274277 2280964 25197489 29640348 1512346 1354696 23685143 28285652 X 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. 0 0 696732 653735 26491 GRANTS TO FRATERNITY: PROVIDE GRANTS TO THE ALPHA CHI OMEGA FRATERNITY TO SUPPORT EDUCATIONAL AND PHILANTHROPIC PROGRAMS. 702853 659478 GRANTS TO NHC: PROVIDE GRANTS TO THE ALPHA CHI OMEGA NATIONAL HOUSING CORPORATION (NHC) TO SUPPORT THE EDUCATIONAL PORTION OF NHC CHAPTER HOUSING IMPROVEMENT INITIATIVES. 860207 807121 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). 427325 400952 SCHOLARSHIPS: PROVIDE SCHOLARSHIPS AND MEMBER ASSISTANCE GRANTS SUPPORTING ALPHA CHI OMEGA MEMBERS IN THEIR EDUCATIONAL PURSUITS. 615654 577660 CHAPTER EDUCATION HOUSING GRANTS: PROVIDE GRANTS TO ALPHA CHI OMEGA CHAPTERS TO SUPPORT THE EDUCATIONAL PORTION OF CHAPTER HOUSING IMPROVEMENT INITIATIVES. 1042979 978612 3302771 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AK AR CA CO CT DC FL GA HI IL IN KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X THE ORGANIZATION 3175795050 5939 CASTLE CREEK PKWY NORTH DRIVE INDIANAPOLIS IN 462504343 X X MARY PAT LAMBKE CHAIR 10.00 X X 0 0 0 JANIS ROSE HURTER TREASURER 4.00 X X 0 0 0 LINDSAY FERRELL VISE SECRETARY 4.00 X X 0 0 0 CASSIE GERHARDT NATIONAL COUNCIL TRUSTEE 4.00 X 0 0 0 KORI WHITENER FELLOWS TRUSTEE 4.00 X 0 0 0 LYNNE BIGGIO HERNDON NATIONAL COUNCIL TRUSTEE 4.00 X 0 0 0 JILL SABATINO LACY NATIONAL COUNCIL TRUSTEE 4.00 X 0 0 0 MAREEE MAGLIOCCHETTI TRUSTEE 4.00 X 0 0 0 ANNE TEAFORD-CANTOR TRUSTEE 4.00 X 0 0 0 TONYA TATUM TRUSTEE 4.00 X 0 0 0 KATIE LAMPINEN GAFFIN CEO 10.00 X 0 0 0 JULIE GOLDSBERRY SENIOR FINANCIAL CONTROLLER 12.00 X 0 0 0 0 0 0 0 0 0 1 0 252450 4539616 75582 4792066 LIFE LOYAL PROGRAM INCOME 900099 26491 26491 26491 724681 724681 5254775 3884058 1922 1370717 -1922 1368795 1368795 REIMBURSED EXPENSES 900099 17051 17051 17051 6929084 26491 0 2110527 2697994 2697994 400952 400952 76076 76076 705183 110520 156567 438096 77615 16713 38608 22294 56018 8214 16230 31574 9272 1938 7334 17100 17100 92381 92381 49101 9961 19864 19276 15665 3578 12087 67330 13720 28641 24969 77486 16327 23779 37380 3797 461 783 2553 4361 4361 7725 7539 186 COMMUNICATIONS 176861 23343 1655 151863 BANK SERVICE CHARGES 101394 101394 TAXES AND LICENSES 6610 1678 4932 DUES AND SUBSCRIPTIONS 2686 197 1300 1189 2513 8 15 2490 4648120 3302771 589126 756223 1831269 2278131 906956 2105800 2021808 1945601 6053 798 550579 496815 57310 94208 270787 248694 31740 22093 16348826 19847790 3288876 2774000 154072 75112 25197489 29640348 682412 675868 705319 678828 124615 0 1512346 1354696 X 2604310 3564251 21080833 24721401 23685143 28285652 25197489 29640348 X 2280964 2825104 -505559 X 0 1 X 1 0 X 2673625 2872761 3635809 5464955 4792066 19439216 2673625 2872761 3635809 5464955 4792066 19439216 934332 18504884 533140 576935 762191 710740 724681 3307687 36284 23916 17051 77251 22824154 68436 0.81080 0.79690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13745643 1269796 4254049 495367 237980 18536141 13119257 1021039 519277 714847 199083 13745643 13008361 174535 712678 559009 217308 13119257 12806157 274404 854946 674527 252619 13008361 11465236 752712 1253642 414861 250572 12806157 0.04650 0.54980 0.40370 0 0 171389 171387 2 99398 77307 22091 22093 ARTWORK 52950 C BENEFICIAL INTEREST IN PERPETUAL TR 2721050 C 2774000 X 9156248 2825104 -505559 2319545 6836703 92381 92381 6929084 4555739 0 4555739 92381 92381 4648120 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, 2021 AND 2020, 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 9,317. CHANGE IN VALUE OF BENEFICIAL INTER -514,876. 1 A BETTER WAY PO BOX 734 MUNCIE IN 43708 350868081 501(C)(3) 6661 PHILANTHROPIC GRANT A NEW LEAF 868 E UNIVERSITY DR MESA AZ 85203 860256667 501(C)(3) 10000 PHILANTHROPIC GRANT ACCESS ASSAULT CARE CENTER PO BOX 1429 AMES IA 50014 421052613 501(C)(3) 5838 PHILANTHROPIC GRANT ALPHA CHI OMEGA FRATERNITY 5939 CASTLE CREEK PARKWAY N DRIVE INDIANAPOLIS IN 46250 350141875 501(C)(7) 653735 EDUCATIONAL GRANT ALPHA CHI OMEGA HOUSE CORPORATION FOR PSI CHAPTER 4105 S QUINOA AVE BROKEN ARROW OK 74011 237069626 501(C)(7) 571974 EDUCATIONAL GRANT ALPHA CHI OMEGA NATIONAL HOUSING CORPORATION 5939 CASTLE CREEK PARKWAY N DRIVE INDIANAPOLIS IN 46250 351992276 501(C)(7) 659478 EDUCATIONAL GRANT BETA XI CHAPTER HOUSE CORPORATION 698 N 800 E LOGAN UT 84321 870109983 501(C)(7) 5686 EDUCATIONAL GRANT BH CARE 127 WASHINGTON AVE THIRD FLOOR WEST NORTH HAVEN CT 06473 222598799 501(C)(3) 20918 PHILANTHROPIC GRANT CENTER FOR COMMUNITY SOLUTIONS 4508 MISSION BAY DRIVE SAN DIEGO CA 92109 956379598 501(C)(3) 11000 PHILANTHROPIC GRANT DOMESTIC ABUSE FAMILY SHELTER 420 N 6TH AVE LAUREL MS 39440 640681477 501(C)(3) 16083 PHILANTHROPIC GRANT DOMESTIC ABUSE INTERVENTION SERVICES 2102 FORDEM AVE MADISION WI 53704 391268238 501(C)(3) 11947 PHILANTHROPIC GRANT DOMESTIC ABUSE RESISTANCE TEAM 108 W ALABAMA RUSTON LA 71270 721273159 501(C)(3) 18076 PHILANTHROPIC GRANT DOMESTIC VIOLENCE SHELTER AND SERVICES INC 2901 MARKET STREET WILMINGTON NC 28401 561497076 501(C)(3) 6585 PHILANTHROPIC GRANT EMERGE CENTER AGAINST DOMESTIC ABUSE 2545 EAST ADAMS STREET TUCSON AZ 85719 860312162 501(C)(3) 33555 PHILANTHROPIC GRANT EMPOWER YOLO 175 WALNUT STREET WOODLAND CA 95695 943027535 501(C)(3) 11466 PHILANTHROPIC GRANT FAMILY ABUSE SERVICES OF ALAMANCE COUNTY INC 1950 MARTIN STREET BURLINGTON NC 27217 561198802 501(C)(3) 9448 PHILANTHROPIC GRANT GENESIS WOMEN'S SHELTER 4411 LEMMON AVE SUITE 201 DALLAS TX 75219 751881365 501(C)(3) 57462 PHILANTHROPIC GRANT GREENHOUSE17 PO BOX 55190 LEXINGTON KY 40555 201965942 501(C)(3) 24224 PHILANTHROPIC GRANT HOUSE OF RUTH MARYLAND 2201 ARGONNE DRIVE BALTIMORE MD 21218 521100236 501(C)(3) 8412 PHILANTHROPIC GRANT LAUREL HOUSE PO BOX 764 NORRISTOWN PA 19404 232172743 501(C)(3) 7210 PHILANTHROPIC GRANT ONE LOVE FOUNDATION PO BOX 368 BRONXVILLE NY 10708 272904497 501(C)(3) 8209 PHILANTHROPIC GRANT PEACE AT HOME FAMILY SHELTER PO BOX 10946 FAYETTEVILLE AR 72703 710552563 501(C)(3) 9050 PHILANTHROPIC GRANT PHOEBE'S HOME 2505 S COLLEGE AVE BRYAN TX 77801 741533639 501(C)(3) 38552 PHILANTHROPIC GRANT PROJECT SAFE PO BOX 7532 ATHENS GA 30604 581908469 501(C)(3) 14607 PHILANTHROPIC GRANT REFUGE HOUSE PO BOX 20910 TALLAHASSEE FL 32316 591869324 501(C)(3) 21641 PHILANTHROPIC GRANT SAAFE HOUSE PO BOX 1893 HUNTSVILLE TX 77342 760155364 501(C)(3) 13650 PHILANTHROPIC GRANT SAFE ALLIANCE DOMESTIC VIOLENCE SHELTER 601 EAST 5TH STREET SUITE 400 CHARLOTTE NC 28202 560529967 501(C)(3) 14269 PHILANTHROPIC GRANT SAFE HAVEN OF TARRANT COUNTY 1010 NORTH CENTER STREET ARLINGTON TX 76011 751670281 501(C)(3) 14488 PHILANTHROPIC GRANT SAFEHOUSE DENVER 1649 DOWNING STREET DENVER CO 80218 840745911 501(C)(3) 11681 PHILANTHROPIC GRANT SAFEHOUSE PROGRESSIVE ALLIANCE FOR NONVIOLENCE 835 NORTH ST BOULDER CO 80304 742145368 501(C)(3) 10874 PHILANTHROPIC GRANT SISTER CARE INC 1820 MORLAINE ROAD CAYCE SC 29033 570722427 501(C)(3) 10434 PHILANTHROPIC GRANT SOJOURN 2116 ARLINGTON AVENUE SUITE 100 LOS ANGELES CA 90018 956143865 501(C)(3) 15338 PHILANTHROPIC GRANT THE JULIAN CENTER 2011 NORTH MERIDIAN STREET INDIANAPOLIS IN 46202 351346514 501(C)(3) 6394 PHILANTHROPIC GRANT TRUE NORTH PO BOX 1367 COLUMBIA MO 65205 431483863 501(C)(3) 5149 PHILANTHROPIC GRANT TURNING POINT PO BOX 1165 TUSCALOOSA AL 35403 630780961 501(C)(3) 16989 PHILANTHROPIC GRANT UTAH DOMESTIC VIOLENCE COALITION 124 S 400 E SALT LAKE CITY UT 84111 870524312 501(C)(3) 7286 PHILANTHROPIC GRANT WOMEN'S CENTER OF TARRANT COUNTY 1723 HEMPHILL ST FORT WORTH TX 76110 751501868 501(C)(3) 80775 PHILANTHROPIC GRANT WOMEN'S PROTECTIVE SERVICES PO BOX 54089 LUBBOCK TX 79453 751633066 501(C)(3) 25674 PHILANTHROPIC GRANT WOMEN'S RESOURCE CENTER OF THE NEW RIVER VALLEY PO BOX 477 RADFORD VA 24143 541121334 501(C)(3) 44591 PHILANTHROPIC GRANT YWCA KNOXVILLE AND THE TENNESSEE VALLEY 420 CLINCH AVE KNOXVILLE TN 37902 620475701 501(C)(3) 10919 PHILANTHROPIC GRANT SAFE HARBOR PO BOX 174 GREENVILLE SC 28202 571014137 501(C)(3) 16842 PHILANTHROPIC GRANT 37 4 EDUCATIONAL ASSISTANCE GRANTS 175 117054 MEMBER ASSISTANCE GRANTS 31 28000 SCHOLARSHIPS 136 255898 PART I, LINE 2: 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. 0 0 0 0 0 0 0 0 0 FORM 990, PART VII, LINE 5 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 $203,969 FOR CALENDAR YEAR 2020, $45,983 OF WHICH IS FOR SERVICES RENDERED TO THE FOUNDATION. TOTAL COMPENSATION TO JULIE GOLDSBERRY AS SENIOR FINANCIAL CONTROLLER WAS $117,998 FOR CALENDAR YEAR 2020, $23,600 OF WHICH IS FOR SERVICES RENDERED TO THE FOUNDATION. X 10 75582 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: 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. 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 THE ALPHA CHI OMEGA FRATERNITY'S NATIONAL COUNCIL. THE FRATERNITY ACTS AS THE COMMON PAYMASTER FOR ALL FOUR ALPHA CHI OMEGA CORPORATIONS AND ALLOCATES A PORTION OF THE CEO'S SALARY TO EACH CORPORATION. BENCHMARK DATA RELATED TO THE CEO'S COMPENSATION IS OBTAINED ANNUALLY BY THE NATIONAL COUNCIL FROM SEVERAL PUBLISHED SALARY SURVEYS. THE NATIONAL COUNCIL REVIEWS THE BENCHMARK DATA AND ENSURES THAT THE DATA POINTS ARE RELATED TO POSITIONS COMPARABLE TO ALPHA CHI OMEGA'S CEO POSITION. THE NATIONAL COUNCIL THEN MEETS IN EXECUTIVE SESSION, COMPARES APPROPRIATE BENCHMARK DATA POINTS TO THE CEO'S ACTUAL COMPENSATION, DETERMINES CHANGES TO THE CEO'S COMPENSATION IF APPROPRIATE, AND DIRECTS THE FRATERNITY'S PAYROLL STAFF TO MAKE THOSE CHANGES. 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 -514,876. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 9,317.