CHI OMEGA FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CHI OMEGA FOUNDATION (EIN 31-0936294)
- Tax period
- 2020-05-01 to 2021-04-30
- Filed
- 2021-09-13
- IRS object ID
- 202132569349301213
- Schema version
- 2020v4.1
- 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 | 2021-09-13T12:57:45-05:00 | ReturnTs |
| Tax Period End | 2021-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251585317 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH LEWIS CHESS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 WARREN ROAD | AddressLine1Txt |
| City | INDIANA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310936294 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHI OMEGA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIO | BusinessNameControlTxt |
| Phone | 9017488600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3395 PLAYERS CLUB PARKWAY | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38125 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLY KIMBALL | PersonNm |
| Person Title | EXECUTIVE VICE PRESIDENT | PersonTitleTxt |
| Phone | 9017488600 | PhoneNum |
| Signature | 2021-09-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SALLY | PersonFirstNm |
| Person Last | KIMBALL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA DICICCO | PreparerPersonNm |
| PTIN | P00878207 | PTIN |
| Phone | 7243499533 | PhoneNum |
| Preparation | 2021-09-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SALLY KIMBALL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3395 PLAYERS CLUB PARKWAY | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,455,613 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://CHIOMEGA.COM/CHI-OMEGA-FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT EDUCATIONAL DEVELOPMENT THROUGH SCHOLARSHIPS, GRANTS & LEARNING OPPORTUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 57 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,753,078 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,931,774 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $412,216 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $490,515 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,310,891 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,987,034 | CYInvestmentIncomeAmt |
| PY Other Revenue | $676,197 | PYOtherRevenueAmt |
| CY Other Revenue | $711,251 | CYOtherRevenueAmt |
| PY Total Revenue | $11,152,382 | PYTotalRevenueAmt |
| CY Total Revenue | $8,120,574 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,910,786 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,985,284 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $840,770 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $874,607 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $83,957 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $98,489 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $730,586 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,507,386 | PYOtherExpensesAmt |
| CY Other Expenses | $1,268,695 | CYOtherExpensesAmt |
| PY Total Expenses | $4,342,899 | PYTotalExpensesAmt |
| CY Total Expenses | $4,227,075 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,809,483 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,893,499 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,021,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,808,097 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $777,678 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,121,207 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $37,243,625 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,686,890 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CHI OMEGA FOUNDATION SUPPORTS EDUCATIONAL DEVELOPMENT THROUGH SCHOLARSHIPS, GRANTS AND OTHER LEARNING OPPORTUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $485,321 | ExpenseAmt |
| Grant | $485,321 | GrantAmt |
| Desc | SCHOLARSHIPS FOR ACADEMIC MERIT AND MEMBERS IN NEED, EMERGENCY AID FOR ALUMNAE AND GRANTS FOR CHARITABLE PURPOSES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $852,081 | ExpenseAmt |
| Grant | $852,081 | GrantAmt |
| Desc | EDUCATIONAL PROGRAMMING FOR COLLEGIANS AND ALUMNAE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $647,882 | ExpenseAmt |
| Grant | $647,882 | GrantAmt |
| Desc | EDUCATIONAL AREA HOUSING GRANTS AND HEADQUARTERS PRESERVATION AND ENHANCEMENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $877,699 | ExpenseAmt |
| Desc | OTHER PROGRAM SERVICE EXPENSES ARE MADE UP OF THE EDUCATIONAL PORTION OF EXPENSES TO MAINTAIN AND OPERATE THE CHI OMEGA EXECUTIVE HEADQUARTERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $877,699 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $2,862,983 | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | Yes (1) | 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 | 0 | 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 | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | 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 | 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 | 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 | SC | 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 |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLY BAILEY DIRECTOR OF FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9017488600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3395 PLAYERS CLUB PARKWAY | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38125 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| LETITIA FULKERSON | ||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LAURA MILLER | ||||||
| VICE PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RENA E PILALAS | ||||||
| SECRETARY | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MELANIE M SHAIN | ||||||
| TREASURER | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KELLY BINGEL | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| RENE CAMERON | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| DANA KLEINE | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| LYNN MCBEE | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| DANNA REDMOND | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| ANNA BUCKNER | ||||||
| EX-OFFICIO TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY LAURIE | ||||||
| EX-OFFICIO TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ANN BRADSHAW | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA CONNOR | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| JAN HECK | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| SALLY KIMBALL | ||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | Yes (X) | $128,091 | $0 | $6,416 | |
| HOLLY BAILEY | ||||||
| DIRECTOR OF FINANCE | 30.00 | Yes (X) | $51,124 | $0 | $1,448 | |
| BRITTNEY WHIDDEN | ||||||
| CHIEF FINANCIAL OFFICER | 3.00 | Yes (X) | $0 | $89,554 | $8,665 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $179,215 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $89,554 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,529 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GABRIEL GROUP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3190 RIDER TRAIL SOUTH | AddressLine1Txt |
| City | EARTH CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING- DIRECT MAIL | ServicesDesc |
| Compensation | $104,493 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,931,774 | AllOtherContributionsAmt |
| Noncash Contributions | $1,203,465 | NoncashContributionsAmt |
| Total Contributions | $4,931,774 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEE INCOME | 900099 | $346,677 | $346,677 |
| RENTAL INCOME - (CHI OMEGA FRATER | 532000 | $88,511 | $88,511 |
| SERVICE FEE INCOME | 531390 | $55,327 | $55,327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $490,515 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $830,017 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $830,017 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,492,056 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,330,707 | SecuritiesAmt |
| Other | $4,332 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,161,349 | SecuritiesAmt |
| Other | -$4,332 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,157,017 | TotalRevenueColumnAmt |
| Exclusion | $1,157,017 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 990009 | BusinessCd |
| Total Revenue Column | $711,251 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $711,251 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $711,251 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,120,574 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,031,783 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,157,017 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,718,759 | TotalAmt |
| Program Services | $1,718,759 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,525 | TotalAmt |
| Program Services | $266,525 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,486 | TotalAmt |
| Program Services | $12,935 | ProgramServicesAmt |
| Management And General | $129,875 | ManagementAndGeneralAmt |
| Fundraising | $64,676 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $563,767 | TotalAmt |
| Program Services | $87,328 | ProgramServicesAmt |
| Management And General | $209,476 | ManagementAndGeneralAmt |
| Fundraising | $266,963 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,664 | TotalAmt |
| Program Services | $2,853 | ProgramServicesAmt |
| Management And General | $10,168 | ManagementAndGeneralAmt |
| Fundraising | $9,643 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,229 | TotalAmt |
| Program Services | $2,294 | ProgramServicesAmt |
| Management And General | $8,179 | ManagementAndGeneralAmt |
| Fundraising | $7,756 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,461 | TotalAmt |
| Program Services | $7,861 | ProgramServicesAmt |
| Management And General | $28,024 | ManagementAndGeneralAmt |
| Fundraising | $26,576 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,397 | TotalAmt |
| Program Services | $4,647 | ProgramServicesAmt |
| Management And General | $6,750 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,897 | TotalAmt |
| Management And General | $24,897 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,489 | TotalAmt |
| Fundraising | $98,489 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,776 | TotalAmt |
| Management And General | $3,708 | ManagementAndGeneralAmt |
| Fundraising | $68 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,764 | TotalAmt |
| Program Services | $150,310 | ProgramServicesAmt |
| Management And General | $58,454 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,884 | TotalAmt |
| Program Services | $16,191 | ProgramServicesAmt |
| Management And General | $6,296 | ManagementAndGeneralAmt |
| Fundraising | $39,397 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEE | $346,677 | $346,677 | ||
| DIRECT MAIL | $132,820 | $132,820 | ||
| COMPUTER SERVICES AND S | $92,404 | $69,160 | -$2,743 | $25,987 |
| UTILITIES | $73,624 | $53,009 | $0 | $20,615 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,452 | TotalAmt |
| Program Services | $124,434 | ProgramServicesAmt |
| Management And General | $101,077 | ManagementAndGeneralAmt |
| Fundraising | $86,941 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,227,075 | TotalAmt |
| Program Services | $2,862,983 | ProgramServicesAmt |
| Management And General | $633,506 | ManagementAndGeneralAmt |
| Fundraising | $730,586 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,051,491 | BOYAmt |
| EOY | $5,696,124 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,651,084 | BOYAmt |
| EOY | $3,395,425 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,535 | BOYAmt |
| EOY | $29,751 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,559,264 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,099,565 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,569,268 | BOYAmt |
| EOY | $2,459,699 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,622,259 | BOYAmt |
| EOY | $36,148,627 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,666 | BOYAmt |
| EOY | $78,471 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,021,303 | BOYAmt |
| EOY | $47,808,097 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $516,557 | BOYAmt |
| EOY | $658,110 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,121 | BOYAmt |
| EOY | $463,097 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $777,678 | BOYAmt |
| EOY | $1,121,207 | 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 | $5,236,804 | BOYAmt |
| EOY | $6,299,209 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,006,821 | BOYAmt |
| EOY | $40,387,681 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,243,625 | BOYAmt |
| EOY | $46,686,890 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,021,303 | BOYAmt |
| EOY | $47,808,097 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,893,499 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,549,766 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $3,024,252 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,059,021 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,851,996 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,753,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,931,774 | CurrentTaxYearAmt |
| Total | $21,620,121 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,024,252 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,059,021 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,851,996 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,753,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,931,774 | CurrentTaxYearAmt |
| Total | $21,620,121 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $21,620,121 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $705,825 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $827,861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,119,990 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,103,628 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $830,017 | CurrentTaxYearAmt |
| Total | $4,587,321 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $476,029 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $640,435 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $658,438 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $676,197 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,201,756 | CurrentTaxYearAmt |
| Total | $3,652,855 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,860,297 | TotalSupportAmt |
| Public Support CY170 | 0.72400 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73990 | 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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $25,787 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,006,821 | BeginningYearBalanceAmt |
| Contributions | $3,649,556 | ContributionsAmt |
| Investment Earnings Or Losses | $6,567,313 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,489,332 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $346,677 | AdministrativeExpensesAmt |
| End Year Balance | $40,387,681 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,807,062 | BeginningYearBalanceAmt |
| Contributions | $5,628,013 | ContributionsAmt |
| Investment Earnings Or Losses | -$556,161 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,600,885 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $271,208 | AdministrativeExpensesAmt |
| End Year Balance | $32,006,821 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,107,599 | BeginningYearBalanceAmt |
| Contributions | $2,521,672 | ContributionsAmt |
| Investment Earnings Or Losses | $1,279,012 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $821,213 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $280,008 | AdministrativeExpensesAmt |
| End Year Balance | $28,807,062 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,483,634 | BeginningYearBalanceAmt |
| Contributions | $1,828,006 | ContributionsAmt |
| Investment Earnings Or Losses | $2,610,915 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,547,148 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $267,808 | AdministrativeExpensesAmt |
| End Year Balance | $26,107,599 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,572,899 | BeginningYearBalanceAmt |
| Contributions | $1,838,877 | ContributionsAmt |
| Investment Earnings Or Losses | $3,060,446 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,743,704 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $244,884 | AdministrativeExpensesAmt |
| End Year Balance | $23,483,634 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $619,104 | InvestmentCostOrOtherBasisAmt |
| Book Value | $619,104 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $4,100,148 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $2,527,423 | DepreciationAmt |
| Book Value | $1,572,725 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $74,899 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $74,899 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $860,155 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $688,469 | DepreciationAmt |
| Book Value | $171,686 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $904,958 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $808,774 | DepreciationAmt |
| Book Value | $96,184 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,459,699 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO CHI OMEGA FRATERNITY | $79,013 |
| FINANCE LEASE LIABILITY | $52,684 |
| SHORT TERM BORROWING | $331,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $463,097 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,612,412 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,549,766 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $5,549,766 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,062,646 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,057,928 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,057,928 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,120,574 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,169,147 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,169,147 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,057,928 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,057,928 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,227,075 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | COLLECTIONS CONSIST OF ART PURCHASED AND DONATED TO THE FOUNDATION. COLLECTIONS ARE PERMANENTLY ON DISPLAY AT EXECUTIVE HEADQUARTERS AND REFLECT ORGANIZATION'S IMPACT ON AMERICAN SOCIETY THROUGH SEVERAL GENERATIONS. |
| PART X, LINE 2: | THE FOUNDATION HAS ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS, ASC SECTION 740 (FORMERLY KNOWN AS FIN 48) AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, WITH NO CUMULATIVE EFFECT ADJUSTMENT REQUIRED. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE FOUNDATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN AN ADVERSE MATERIAL EFFECT ON THE FOUNDATION'S FINANCIAL POSITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE FOUNDATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS FOR THE YEARS ENDED APRIL 30, 2021 AND 2020. MANAGEMENT ESTIMATES AT APRIL 30, 2021 THAT THE PREVIOUS THREE YEARS OF FILED RETURNS FOR EXEMPT ORGANIZATIONS ARE OPEN FOR EXAMINATION BY AUTHORITIES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | OTHER INCOME (INTERFUND TRANSFERS) ADMINISTRATIVE FEES (INTERFUND TRANSFERS) |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | OTHER EXPENSE (INTERFUND TRANSFERS) ADMINISTRATIVE FEES (INTERFUND TRANSFERS) |
| PART V LINE 4 AND PART XI LINE 8 | PART V LINE 4 - CHI OMEGA FOUNDATION INTENDS TO USE ITS ENDOWMENT FUNDS TO PROVIDE A SOURCE OF INCOME TO PROVIDE SCHOLARSHIPS, GRANTS AND EDUCATIONAL SUPPORT TO COLLEGIANS, ALUMNAE AND CHI OMEGA FRATERNITY IN SUPPORT OF ITS EXEMPT PURPOSE AND MISSION. PART XI LINE 8 - UNREALIZED LOSSES ON INVESTMENTS $5,549,766 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| GABRIEL GROUP | ||||||||
| 3190 RIDER TRAIL SOUTH | EARTH CITY | MO | 63045 | CONSULTING-DIRECT MAIL PROGRAM | 0 | $431,302 | $104,439 | $326,808 |
| THE STELTER COMPANY | ||||||||
| PO BOX 5228 | DES MOINES | IA | 50303 | CONSULTING | 0 | $17,934 | $33,614 | -$15,680 |
| CELSINUS PARTNERS | ||||||||
| 7105 DEER HOLLOW LANE | MAUMEE | OH | 43537 | CONSULTING | 0 | $0 | $57,600 | -$57,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $449,236 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $195,653 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $253,528 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CHI OMEGA FRATERNITY | |||||||
| 3395 PLAYERS CLUB PARKWAY | MEMPHIS | TN | 38125 | 310851686 | 501(C)(7) | $643,288 | TO PROVIDE EDUCATIONAL SUPPORT TO THE CHI OMEGA FRATERNITY |
| CHI OMEGA PSI CHAPTER CORPORATION | |||||||
| PO BOX 8273 | FAYETTEVILLE | AR | 72703 | 501(C)(7) | $103,938 | EDUCATIONAL AREA HOUSING GRANT | |
| CHI OMEGA HOME ASSOCIATION | |||||||
| 364 PATTERSON DRIVE 211 | MORGANTOWN | WV | 26505 | 501(C)(7) | $5,826 | EDUCATIONAL HOUSING GRANT | |
| THE BLDG ASSOC OF THE EPSILON ALPHA CHAPTER OF CHI OMEGA FRATERNITY | |||||||
| PO BOX 2436 | EDMOND | OK | 73083 | 501(C)(7) | $53,366 | EDUCATIONAL AREA HOUSING GRANT | |
| ALPHA ZETA HOUSE CORPORATION | |||||||
| PO BOX 2230 | SAN MARCOS | TX | 78667 | 501(C)(7) | $8,460 | EDUCATIONAL AREA HOUSING GRANT | |
| KAPPA ZETA CHAPTER OF CHI OMEGA CORPORATION | |||||||
| PO BOX 53970 | LUBBOCK | TX | 79453 | 501(C)(7) | $84,816 | EDUCATIONAL AREA HOUSING GRANT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 6 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR STUDENTS ATTENDING SCHOOLS IN THE UNITED STATES | GrantTypeTxt |
| Recipient | 251 | RecipientCnt |
| Cash Grant | $266,525 | CashGrantAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,203,464 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF TRUSTEES REVIEWS THE 990 AND RELATED SCHEDULES PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS SENT TO THE BOARD OF TRUSTEES AND STAFF MEMBERS ANNUALLY. EACH BOARD AND STAFF MEMBER ARE TO READ THE POLICY AND SIGN A STATEMENT ATTESTING THAT THEY HAVE NO KNOWN CONFLICTS OF INTEREST. IF THEY DO HAVE A CONFLICT OF INTEREST THEY ATTEST TO THAT CONFLICT BY SIGNING A STATEMENT THAT NOTES THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES REVIEWS THE RESPONSIBILITIES OF THE EXECUTIVE VICE PRESIDENT (THE FOUNDATION'S HIGHEST RANKING PAID STAFF MEMBER EQUIVALENT TO AN EXECUTIVE DIRECTOR) AND COMPARES THE COMPENSATION PAID BY THE FOUNDATION TO HOW OTHER SIMILAR ORGANIZATIONS COMPENSATE EMPLOYEES IN THE SAME POSITION. THE BOARD OF TRUSTEES COMPENSATES OTHER OFFICERS AND KEY EMPLOYEES BY REVIEWING SALARIES AND WAGES PAID IN THE MARKET FOR SIMILAR POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | CHI OMEGA FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART X, LINE 27 | AMOUNTS LISTED AS BEGINNING BALANCE OF NET ASSETS WITHOUT DONOR RESTRICTION REFLECT RECLASSIFICATIONS BETWEEN CLASSES OF NET ASSETS. NET ASSETS IN TOTAL REMAIN UNCHANGED. |
| FORM 990 PART II, LINE 2C | NO CHANGES HAVE BEEN MADE TO THE PROCESS OVER THE PRIOR YEAR. |
| FORM 990, PART IV, LINE 34 | THE CHI OMEGA FOUNDATION AND THE CHI OMEGA FRATERNITY SHARE A HISTORY AND OFTEN WORK TOGETHER IN CREATING THEIR HISTORIES AND FULFILLING THEIR MISSIONS. AS SUCH, THE TWO ORGANIZATIONS HAVE A RELATIONSHIP, BUT ARE NOT TECHNICALLY "RELATED ORGANIZATIONS" AS DEFINED IN THE INSTRUCTIONS TO FORM 990. |
| FORM 990, SCHEDULE D, PART V | AMOUNTS LISTED AS BEGINNING BALANCE OF NET ASSETS WITHOUT DONOR RESTRICTION REFLECT RECLASSIFICATIONS BETWEEN CLASSES OF NET ASSETS. NET ASSETS IN TOTAL REMAIN UNCHANGED. |
| FORM 990, PART VII, SECTION A, COLUMN D AND E | OFFICERS ARE LEASED TO THE CHI OMEGA FOUNDATION (COLUMN D) AND THE CHI OMEGA FRATERNITY (COLUMN E AND SEE SCHEDULE O COMMENT REGARDING RELATED ORGANIZATION) BY THEIR PAYROLL PROVIDER. THE W-2'S ARE ISSUED IN THE NAME OF THE PAYROLL PROVIDER AND NOT THE NAME OF THE CHI OMEGA FOUNDATION OR CHI OMEGA FRATERNITY. |