2020-12-03T16:37:59-06:00 2020-07-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2019-08-01 310949882 ALPHA CHI OMEGA FOUNDATION INC ALPH 3175795050 5939 CASTLE CREEK PKWY NORTH DRIVE INDIANAPOLIS IN 462504343 JULIE GOLDSBERRY SENIOR FINANCIAL CONTROLLER 3175795050 2020-12-03 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2020-12-03 2019 2022-09-23 18:48:47Z JULIE GOLDSBERRY 5939 CASTLE CREEK PKWY NORTH DRIVE INDIANAPOLIS IN 462504343 13491969 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 90 0 0 3635809 5464955 15454 26491 1491112 1360400 36284 23916 5178659 6875762 2885718 3741180 0 0 877606 1037922 0 0 839986 722002 822383 4485326 5601485 693333 1274277 25540776 25197489 2109813 1512346 23430963 23685143 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 1200289 1117197 26491 GRANTS TO FRATERNITY: PROVIDE GRANTS TO ALPHA CHI OMEGA FRATERNITY TO SUPPORT EDUCATIONAL AND PHILANTHROPIC PROGRAMS. 1037846 966000 GRANTS TO NHC: PROVIDE GRANTS TO ALPHA CHI OMEGA NATIONAL HOUSING CORPORATION (NHC) TO SUPPORT THE EDUCATIONAL PORTION OF NHC CHAPTER HOUSING IMPROVEMENT INITIATIVES. 993320 924556 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). 560265 521480 SCHOLARSHIPS: PROVIDE SCHOLARSHIPS AND MEMBER ASSISTANCE GRANTS SUPPORTING ALPHA CHI OMEGA MEMBERS IN THEIR EDUCATIONAL PURSUITS. ADDITIONAL COVID-19 ASSISTANCE GRANTS TOTALING $135,775 WERE PROVIDED TO MEMBERS IN SPRING OF 2020 BASED ON DEMONSTRATED FINANCIAL HARDSHIPS ARISING FROM THE PANDEMIC. 227711 211947 CHAPTER EDUCATION HOUSING GRANTS: PROVIDE GRANTS TO ALPHA CHI OMEGA CHAPTERS TO SUPPORT THE EDUCATIONAL PORTION OF CHAPTER HOUSING IMPROVEMENT INITIATIVES. 787976 733427 4019431 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 10 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 0 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 MIKELLE HOLT BRADY NATIONAL COUNCIL TRUSTEE 4.00 X 0 0 0 KORI WHITENER FELLOWS TRUSTEE 4.00 X 0 0 0 ANGELA COSTLEY HARRIS NATIONAL PRESIDENT 4.00 X 0 0 0 JILL SABATINO LACY NATIONAL COUNCIL TRUSTEE 4.00 X 0 0 0 KIMBERLEY WOOD PHILLIPS TRUSTEE 4.00 X 0 0 0 ANNE TEAFORD-CANTOR TRUSTEE 4.00 X 0 0 0 JUDY KUERGELEIS SCHMUCK TRUSTEE 4.00 X 0 0 0 KATIE LAMPINEN GAFFIN CEO 10.00 X 0 0 0 JULIE GOLDSBERRY SENIOR CONTROLLER 12.00 X 0 0 0 0 0 0 0 0 0 1 0 5464955 265806 5464955 LIFE LOYAL PROGRAM INCOME 900099 26491 26491 26491 710740 710740 7265867 6616207 649660 649660 649660 REIMBURSED EXPENSES 900099 20716 20716 OTHER INCOME 900099 3200 3200 23916 6875762 26491 0 1384316 3219700 3219700 521480 521480 100564 100564 780099 149694 238660 391745 91313 19360 46047 25906 65946 11178 25708 29060 9134 7498 1636 19775 19775 110793 110793 86474 12342 31433 42699 18885 122 4564 14199 29622 7425 10327 11870 98685 19737 39474 39474 93682 30218 15733 47731 13853 5620 8233 312 312 15897 8063 7834 COMMUNICATIONS 190570 9538 4254 176778 BANK SERVICE CHARGES 72315 0 72315 0 CAMPAIGN EXPENSE 41668 12233 896 28539 DUES AND SUBSCRIPTIONS 14877 784 4189 9904 5841 1463 4378 5601485 4019431 742068 839986 3161491 1831269 726343 906956 961881 2021808 12176 6053 608434 550579 36779 57310 274282 242542 47637 31740 15942835 16348826 3886766 3288876 156434 154072 25540776 25197489 1378003 682412 731810 705319 124615 2109813 1512346 X 3348051 2604310 20082912 21080833 23430963 23685143 25540776 25197489 X 1274277 -427585 -592512 X 0 1 X 1 0 X 2614064 2673625 2872761 3635809 5464955 17261214 2614064 2673625 2872761 3635809 5464955 17261214 921977 16339237 597898 533140 576935 762191 710740 3180904 36284 23916 60200 20502318 41945 0.79690 0.75300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13119257 1021039 519277 714847 199083 13745643 13008361 174535 712678 559009 217308 13119257 12806157 274404 854946 674527 252619 13008361 11465236 752712 1253642 414861 250572 12806157 11935943 226178 -43785 406640 246460 11465236 0.00360 0.72520 0.27120 0 0 171389 171201 188 102893 71341 31552 31740 ARTWORK 52950 C BENEFICIAL INTEREST IN PERPETUAL TRUST 3235926 C 3288876 X 5744872 -427585 -592512 -1020097 6764969 110793 110793 6875762 5490692 0 5490692 110793 110793 5601485 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, 2020 AND 2019, 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, 2019. 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 CSV OF LIFE INSURANCE POLICIES 5,378. CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST -597,890. 1 A BETTER WAY PO BOX 734 MUNCIE IN 43708 350868081 501(C)(3) 12828 PHILANTHROPIC GRANT A NEW LEAF 868 E UNIVERSITY DR MESA AZ 85203 860256667 501(C)(3) 20750 PHILANTHROPIC GRANT ACCESS ASSAULT CARE CENTER PO BOX 1429 AMES IA 50014 421052613 501(C)(3) 5040 PHILANTHROPIC GRANT ALPHA CHI OMEGA FRATERNITY 5939 CASTLE CREEK PARKWAY N DRIVE INDIANAPOLIS IN 46250 350141875 501(C)(7) 1117197 EDUCATIONAL GRANT ALPHA CHI OMEGA HOME PO BOX 2256 WEST LAFAYETTE IN 47996 356063491 501(C)(7) 26729 EDUCATIONAL GRANT ALPHA CHI OMEGA NATIONAL HOUSING CORPORATION 5939 CASTLE CREEK PARKWAY N DRIVE INDIANAPOLIS IN 46250 351992276 501(C)(7) 966000 EDUCATIONAL GRANT BH CARE 127 WASHINGTON AVE THIRD FLOOR WEST NORTH HAVEN CT 06473 222598799 501(C)(3) 19131 PHILANTHROPIC GRANT BIG OAK RANCH 6000 SHELLEY DRIVE SPRINGVILLE AL 35146 237413017 501(C)(3) 6753 PHILANTHROPIC GRANT BOULDER SAFEHOUSE (SAFEHOUSE PROGRESSIVE ALLIANCE) 835 NORTH STREET BOULDER CO 80304 742145368 501(C)(3) 29445 PHILANTHROPIC GRANT CENTER FOR COMMUNITY SOLUTIONS 4508 MISSION BAY DRIVE SAN DIEGO CA 92109 956379598 501(C)(3) 23672 PHILANTHROPIC GRANT CHOICES 500 WEST WILSON BRIDGE ROAD SUITE 245 WORTHINGTON OH 43085 310910779 501(C)(3) 5733 PHILANTHROPIC GRANT COMMITTEE AGAINST DOMESTIC ABUSE PO BOX 466 MANKATO MN 56002 411379525 501(C)(3) 6022 PHILANTHROPIC GRANT DOMESTIC ABUSE COUNCIL INC (BEACON CENTER) PO BOX 142 DAYTONA BEACH FL 32115 591881222 501(C)(3) 9258 PHILANTHROPIC GRANT DOMESTIC ABUSE FAMILY SHELTER 210 WEST FRONT STREET HATTIESBURG MS 39403 640681477 501(C)(3) 13546 PHILANTHROPIC GRANT EASTER SEALS 141 WEST JACKSON BOULEVARD CHICAGO IL 60604 362171729 501(C)(3) 9993 PHILANTHROPIC GRANT EMERGE CENTER AGAINST DOMESTIC ABUSE 2545 EAST ADAMS STREET TUCSON AZ 85719 860312162 501(C)(3) 35648 PHILANTHROPIC GRANT GAMMA RHO HOUSE CORPORATION BOARD PO BOX 93606 LUBBOCK TX 79493 756027881 501(C)(7) 181218 CHAPTER HOUSING FUND GRANT GENESIS WOMEN'S SHELTER 4411 LEMMON AVE SUITE 201 DALLAS TX 75219 751881365 501(C)(3) 75359 PHILANTHROPIC GRANT GREENHOUSE17 PO BOX 55190 LEXINGTON KY 40555 201965942 501(C)(3) 22873 PHILANTHROPIC GRANT HARMONY HOUSE 3404 EAST RIDGEVIEW STREET SPRINGFIELD MO 65804 431082063 501(C)(3) 11019 PHILANTHROPIC GRANT IOTA SIGMA CHAPTER OF ALPHA CHI OMEGA 2201 ARGONNE DRIVE BALTIMORE MD 21218 521100236 501(C)(7) 67569 PHILANTHROPIC GRANT LAURA'S HOUSE 999 CORPORATE DR SUITE 225 LADERA RANCH CA 92694 330621826 501(C)(3) 10961 PHILANTHROPIC GRANT MANHATTAN CRISIS CENTER INC PO BOX 1526 MANHATTAN KS 66505 480892579 501(C)(3) 5954 PHILANTHROPIC GRANT NORTHWEST ALPHA CHI OMEGA INC 4545 17TH AVENUE NE SEATTLE WA 98105 916029472 501(C)(7) 91459 EDUCATIONAL GRANT ONE LOVE FOUNDATION PO BOX 368 BRONXVILLE NY 10708 272904497 501(C)(3) 15320 PHILANTHROPIC GRANT PEACE AT HOME FAMILY SHELTER PO BOX 10946 FAYETTEVILLE AR 72703 710552563 501(C)(3) 7676 PHILANTHROPIC GRANT PHOEBE'S HOME PO BOX 3490 BRYAN TX 77805 741533639 501(C)(3) 29273 PHILANTHROPIC GRANT PROJECT SAFE PO BOX 7532 ATHENS GA 30604 581908469 501(C)(3) 10318 PHILANTHROPIC GRANT REFUGE HOUSE PO BOX 20910 TALLAHASSEE FL 32316 591869324 501(C)(3) 26644 PHILANTHROPIC GRANT ROSE BROOKS CENTER PO BOX 320599 KANSAS CITY MO 64132 510231573 501(C)(3) 7450 PHILANTHROPIC GRANT SAAFE HOUSE PO BOX 1893 HUNTSVILLE TX 77342 760155364 501(C)(3) 12016 PHILANTHROPIC GRANT SAFE ALLIANCE DOMESTIC VIOLENCE SHELTER 601 EAST 5TH STREET SUITE 400 CHARLOTTE NC 28202 560529967 501(C)(3) 23381 PHILANTHROPIC GRANT SAFE HARBOR PO BOX 174 GREENVILLE SC 28202 571014137 501(C)(3) 5052 PHILANTHROPIC GRANT SAFE HAVEN 1010 NORTH CENTER DRIVE ARLINGTON TX 65804 751670281 501(C)(3) 6390 PHILANTHROPIC GRANT SAFE HAVEN OF TARRANT COUNTY 1100 HEMPHILL STREET SUITE 303 FORT WORTH TX 76104 751526217 501(C)(3) 18045 PHILANTHROPIC GRANT SISTER CARE INC PO BOX 1029 COLUMBIA SC 29202 570722427 501(C)(3) 6234 PHILANTHROPIC GRANT SOJOURN 2116 ARLINGTON AVENUE SUITE 100 LOS ANGELES CA 90018 310949882 501(C)(3) 24615 PHILANTHROPIC GRANT THE JULIAN CENTER 2011 NORTH MERIDIAN STREET INDIANAPOLIS IN 46202 351346514 501(C)(3) 13054 PHILANTHROPIC GRANT THE WAVE FOUNDATION 1420 NORTHWEST GILMAN ROAD 2134 ISSAQUAH WA 98027 451288621 501(C)(3) 5668 PHILANTHROPIC GRANT THE WILLOW DOMESTIC VIOLENCE CENTER 1920 MOODIE ROAD LAWRENCE KS 66044 480853356 501(C)(3) 9941 PHILANTHROPIC GRANT TRUE NORTH PO BOX 1367 COLUMBIA MO 65205 431483863 501(C)(3) 20681 PHILANTHROPIC GRANT TURNING POINT PO BOX 1165 TUSCALOOSA AL 35403 630780961 501(C)(3) 17100 PHILANTHROPIC GRANT WINGS PO BOX 29309 CHICAGO IL 60629 363456061 501(C)(3) 21071 PHILANTHROPIC GRANT WOMEN'S ADVOCATES 588 GRAND AVE ST PAUL MN 55102 237310701 501(C)(3) 9675 PHILANTHROPIC GRANT WOMEN'S CENTER OF TARRANT COUNTY 1723 HEMPHILL ST FORT WORTH TX 76110 751501868 501(C)(3) 117207 PHILANTHROPIC GRANT WOMEN'S RESOURCE CENTER OF THE NEW RIVER VALLEY PO BOX 477 RADFORD VA 24143 541121334 501(C)(3) 36788 PHILANTHROPIC GRANT 40 6 EDUCATIONAL ASSISTANCE GRANTS 26 28467 MEMBER ASSISTANCE GRANTS 258 135775 SCHOLARSHIPS 158 242070 LOVE & LOYALTY GRANTS 18 115168 PART I, LINE 2: THE GRANTS ARE ADMINISTERED BY ALPHA CHI OMEGA FOUNDATION STAFF WITH THE ASSISTANCE OF COMMITTEES. EACH TYPE OF GRANT HAS SPECIFIC CRITERIA THAT MUST BE MET IN ORDER TO BE AWARDED. ONCE THE GRANT IS ACCEPTED, A GRANT ACCEPTANCE AGREEMENT IS SIGNED BY THE DONEE, WHICH STATES THAT "IF FOR ANY REASON, YOU WILL NO LONGER USE THE GRANT FOR THE ORIGINALLY SPECIFIED PURPOSE OR IS UNABLE TO ACCEPT THE GRANT, THE GRANT MUST BE REPAID TO THE ALPHA CHI OMEGA FOUNDATION". THE GRANT THAT IS AWARDED TO THE ALPHA CHI OMEGA FRATERNITY, INC. IS MONITORED ON A QUARTERLY BASIS. EACH REQUEST FOR MONIES MUST BE SUBSTANTIATED FOR THE PARTICULAR USE AS SPECIFIED IN THE GRANT REQUEST. THE PROCEDURE REQUIRES THE ALPHA CHI OMEGA FRATERNITY TO REPORT AT THE END OF THE FISCAL YEAR THE SPECIFIC USE OF THE GRANT MONIES TO THE BOARD OF TRUSTEES. 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 $192,883 FOR CALENDAR YEAR 2019, $48,221 OF WHICH IS FOR SERVICES RENDERED TO THE FOUNDATION. TOTAL COMPENSATION TO TIM JOHNSON AS SENIOR FINANCIAL CONTROLLER WAS $99,860 FOR CALENDAR YEAR 2019, $19,972 OF WHICH IS FOR SERVICES RENDERED TO THE FOUNDATION. X 10 265806 FAIR MARKET VALUE 0 0 0 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 -597,890. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 5,378.