CHI OMEGA FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHI OMEGA FOUNDATION (EIN 31-0936294)
- Tax period
- 2024-05-01 to 2025-04-30
- Filed
- 2025-09-05
- IRS object ID
- 202522489349300012
- Schema version
- 2024v5.2
- 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 | 2025-09-05T08:32:37-05:00 | ReturnTs |
| Tax Period End | 2025-04-30 | 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 | 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 | 2024-05-01 | 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 | 2025-09-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA DICICCO | PreparerPersonNm |
| PTIN | P00878207 | PTIN |
| Phone | 7243499533 | PhoneNum |
| Preparation | 2025-09-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $14,595,797 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHIOMEGA.COM/ABOUT-FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT EDUCATIONAL & LEADERSHIP DEVELOPMENT THROUGH SCHOLARSHIPS, GRANTS & LEARNING OPPORTUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 139 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,767,316 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,838,808 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $148,619 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $152,018 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,723,708 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,171,864 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $12,639,643 | PYTotalRevenueAmt |
| CY Total Revenue | $9,162,690 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,504,531 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,962,215 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $903,174 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $945,208 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $76,618 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $72,304 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $834,122 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,329,668 | PYOtherExpensesAmt |
| CY Other Expenses | $1,197,291 | CYOtherExpensesAmt |
| PY Total Expenses | $4,813,991 | PYTotalExpensesAmt |
| CY Total Expenses | $5,177,018 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,825,652 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,985,672 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $57,486,092 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,953,956 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $933,310 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,162,829 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $56,552,782 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $61,791,127 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CHI OMEGA FOUNDATION SUPPORTS EDUCATIONAL & LEADERSHIP DEVELOPMENT THROUGH SCHOLARSHIPS, GRANTS AND OTHER LEARNING OPPORTUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $454,796 | ExpenseAmt |
| Grant | $454,796 | GrantAmt |
| Desc | SCHOLARSHIPS AND AID TO MEMBERS IN NEED: THE FOUNDATION AWARDS ANNUAL SCHOLARSHIPS TO QUALIFIED RECIPIENTS FOR UNDERGRADUATE AND GRADUATE EDUCATIONAL PURSUITS. SCHOLARSHIPS ARE AWARDED BASED ON MULTIPLE FACTORS INCLUDING ACADEMIC MERIT, LEADERSHIP WITHIN THE ORGANIZATION, FINANCIAL NEED AND FIELD OF STUDY. THE FOUNDATION PROVIDES EMERGENCY AID GRANTS TO QUALIFYING MEMBERS WHO ARE EXPERIENCING UNEXPECTED TIMES OF NEED DUE TO FINANCIAL, MEDICAL OR DISASTER SITUATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $859,650 | ExpenseAmt |
| Grant | $859,650 | GrantAmt |
| Desc | EDUCATIONAL PROGRAMMING: THE FOUNDATION SUPPORTS THE DEVELOPMENT AND IMPLEMENTATION OF EDUCATIONAL AND LEADERSHIP PROGRAMMING TO OVER 270,000 MEMBERS THROUGH IN PERSON AND VIRTUAL LEARNING SETTINGS. PROGRAMMING FOSTERS PERSONAL GROWTH AND PREPARES COLLEGIANS AND ALUMNAE TO SERVE AS LEADERS. THROUGH THIS TRAINING, MEMBERS EXPERIENCE EXTENSIVE PERSONAL GROWTH AND IN TURN SHARE THEIR KNOWLEDGE AND SKILLS WITH OTHERS ON THEIR CAMPUSES AND IN THEIR COMMUNITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,647,768 | ExpenseAmt |
| Grant | $1,647,768 | GrantAmt |
| Desc | EDUCATIONAL AREA HOUSING GRANTS AND HEADQUARTERS PRESERVATION ENHANCEMENTS: EDUCATIONAL AREA HOUSING GRANTS TO CHI OMEGA HOUSE CORPORATIONS TO SUPPORT THE EDUCATIONAL PORTION OF CHAPTER HOUSING. THE FOUNDATION PRESERVES AND MAINTAINS THE CHI OMEGA EXECUTIVE HEADQUARTERS THAT HOUSES ADMINISTRATIVE, PROGRAM AND CUSTOMER SERVICES AS WELL AS DISPLAYS CHI OMEGA'S IMPACT ON WOMEN'S HISTORY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $699,939 | 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 | $699,939 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $3,662,153 | 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 | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 12 | 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 |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | 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 | 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 | 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 |
| States Where Copy Of Return Is Fld | UT | 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 (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ANN BRADSHAW | ||||||
| PRESIDENT | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANNA BUCKNER | ||||||
| VICE PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CATHEY HUMPHREYS | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| CORINNA CASEY | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| DANA KLEINE THRU 6-30-24 | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| DANNA REDMOND | ||||||
| SECRETARY | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ERIN PACKWOOD | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| GAIL MUNCRIEF | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| JAN HECK | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA CONNOR | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| LETITIA FULKERSON | ||||||
| TREASURER | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY LAURIE | ||||||
| EX-OFFICIO TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN MILLER BUSH | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE F DAHL AS OF 112025 | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| JANE HIRT AS OF 112025 | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| KELLY BINGEL | ||||||
| EX-OFFICIO TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CLAIRE WHITE | ||||||
| CHIEF FINANCIAL OFFICER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HOLLY BAILEY | ||||||
| DIRECTOR OF FINANCE | 30.00 | Yes (X) | $86,516 | $0 | $9,192 | |
| SALLY KIMBALL | ||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | Yes (X) | $149,744 | $0 | $7,492 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $236,260 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,684 | 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 (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB | |||||
| 3000 SCHWAB WAY | WESTLAKE | TX | 76262 | INVESTMENT ADVISORY | $124,658 |
| EMPRINTING | |||||
| 3081 BARTLETT CORPORATE DRIVE | BARTLETT | TN | 38133 | PRINTING | $110,154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,838,808 | AllOtherContributionsAmt |
| Noncash Contributions | $429,750 | NoncashContributionsAmt |
| Total Contributions | $5,838,808 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTAL INCOME - (CHI OMEGA FRATER | 532000 | $88,511 | $88,511 |
| SERVICE FEE INCOME | 531390 | $63,507 | $63,507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $152,018 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,451,373 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,451,373 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,153,598 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,433,107 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $720,491 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $720,491 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $720,491 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,162,690 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,323,882 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,507,419 | TotalAmt |
| Program Services | $2,507,419 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,796 | TotalAmt |
| Program Services | $454,796 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,561 | TotalAmt |
| Program Services | $32,724 | ProgramServicesAmt |
| Management And General | $130,896 | ManagementAndGeneralAmt |
| Fundraising | $75,941 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,927 | TotalAmt |
| Program Services | $104,799 | ProgramServicesAmt |
| Management And General | $214,146 | ManagementAndGeneralAmt |
| Fundraising | $264,982 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,744 | TotalAmt |
| Program Services | $4,800 | ProgramServicesAmt |
| Management And General | $12,044 | ManagementAndGeneralAmt |
| Fundraising | $11,900 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,275 | TotalAmt |
| Program Services | $4,722 | ProgramServicesAmt |
| Management And General | $11,847 | ManagementAndGeneralAmt |
| Fundraising | $11,706 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,701 | TotalAmt |
| Program Services | $10,805 | ProgramServicesAmt |
| Management And General | $27,110 | ManagementAndGeneralAmt |
| Fundraising | $26,786 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,240 | TotalAmt |
| Program Services | $13,490 | ProgramServicesAmt |
| Management And General | $6,750 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,304 | TotalAmt |
| Management And General | $29,304 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,304 | TotalAmt |
| Fundraising | $72,304 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,411 | TotalAmt |
| Management And General | $23,542 | ManagementAndGeneralAmt |
| Fundraising | $67,869 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,686 | TotalAmt |
| Program Services | $107,774 | ProgramServicesAmt |
| Management And General | $41,912 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,498 | TotalAmt |
| Program Services | $26,956 | ProgramServicesAmt |
| Management And General | $10,483 | ManagementAndGeneralAmt |
| Fundraising | $39,059 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COMPUTER SERVICES AND S | $167,743 | $114,018 | $41,359 | $12,366 |
| DIRECT MAIL | $106,394 | $106,394 | ||
| UTILITIES | $93,113 | $67,041 | $26,072 | |
| EQUIPMENT RENTAL AND MA | $61,567 | $44,328 | $17,239 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,335 | TotalAmt |
| Program Services | $168,481 | ProgramServicesAmt |
| Management And General | $88,039 | ManagementAndGeneralAmt |
| Fundraising | $144,815 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,177,018 | TotalAmt |
| Program Services | $3,662,153 | ProgramServicesAmt |
| Management And General | $680,743 | ManagementAndGeneralAmt |
| Fundraising | $834,122 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,408 | BOYAmt |
| EOY | $256,832 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,066,487 | BOYAmt |
| EOY | $8,229,308 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,111,402 | BOYAmt |
| EOY | $2,528,283 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,172 | BOYAmt |
| EOY | $56,667 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,890,870 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,827,865 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,071,238 | BOYAmt |
| EOY | $2,063,005 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,760,515 | BOYAmt |
| EOY | $49,553,452 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,870 | BOYAmt |
| EOY | $266,409 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,486,092 | BOYAmt |
| EOY | $62,953,956 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $813,303 | BOYAmt |
| EOY | $905,752 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,007 | BOYAmt |
| EOY | $257,077 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $933,310 | BOYAmt |
| EOY | $1,162,829 | 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 | $6,388,477 | BOYAmt |
| EOY | $6,757,371 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,164,305 | BOYAmt |
| EOY | $55,033,756 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,552,782 | BOYAmt |
| EOY | $61,791,127 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,486,092 | BOYAmt |
| EOY | $62,953,956 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,985,672 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,252,673 | 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) |
|---|---|---|
| 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 | $4,931,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,382,081 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,788,632 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,767,316 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,838,808 | CurrentTaxYearAmt |
| Total | $33,708,611 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,931,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,382,081 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,788,632 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,767,316 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,838,808 | CurrentTaxYearAmt |
| Total | $33,708,611 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,828,511 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,880,100 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $830,017 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,154,621 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,162,559 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,631,158 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,451,373 | CurrentTaxYearAmt |
| Total | $7,229,728 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,201,756 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $331,400 | CurrentTaxYearMinus3YearsAmt |
| Total | $1,533,156 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,471,495 | TotalSupportAmt |
| Public Support CY170 | 0.68000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69810 | 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
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $27,537 | 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 | $42,195,579 | BeginningYearBalanceAmt |
| Contributions | $1,784,457 | ContributionsAmt |
| Investment Earnings Or Losses | $3,619,885 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,607,803 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $473,281 | AdministrativeExpensesAmt |
| End Year Balance | $45,518,837 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,985,422 | BeginningYearBalanceAmt |
| Contributions | $4,987,447 | ContributionsAmt |
| Investment Earnings Or Losses | $4,082,561 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,448,439 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $411,412 | AdministrativeExpensesAmt |
| End Year Balance | $42,195,579 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,563,184 | BeginningYearBalanceAmt |
| Contributions | $4,665,146 | ContributionsAmt |
| Investment Earnings Or Losses | $392,977 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,283,962 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $351,923 | AdministrativeExpensesAmt |
| End Year Balance | $34,985,422 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,608,939 | BeginningYearBalanceAmt |
| Contributions | $2,277,136 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,894,753 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,096,994 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $331,144 | AdministrativeExpensesAmt |
| End Year Balance | $31,563,184 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,344,509 | BeginningYearBalanceAmt |
| Contributions | $2,052,814 | ContributionsAmt |
| Investment Earnings Or Losses | $6,567,315 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,009,022 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $346,677 | AdministrativeExpensesAmt |
| End Year Balance | $32,608,939 | 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) |
|---|---|---|
| Other Cost Or Other Basis | $619,104 | OtherCostOrOtherBasisAmt |
| Book Value | $619,104 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,265,571 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,997,156 | DepreciationAmt |
| Book Value | $1,268,413 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $74,899 | OtherCostOrOtherBasisAmt |
| Depreciation | $74,899 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,020,840 | OtherCostOrOtherBasisAmt |
| Depreciation | $845,354 | DepreciationAmt |
| Book Value | $175,488 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $910,456 | OtherCostOrOtherBasisAmt |
| Depreciation | $910,456 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,063,005 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO CHI OMEGA FRATERNITY | $18,205 |
| FINANCE LEASE LIABILITY | $238,872 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $257,077 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,415,363 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,252,673 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,252,673 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,162,690 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,162,690 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,177,018 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,177,018 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,177,018 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 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, 2025 AND 2024. MANAGEMENT ESTIMATES AT APRIL 30, 2025 THAT THE PREVIOUS THREE YEARS OF FILED RETURNS FOR EXEMPT ORGANIZATIONS ARE OPEN FOR EXAMINATION BY AUTHORITIES. |
| 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 GAINS ON INVESTMENTS $1,252,676 |
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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| THE STELTER COMPANY | ||||||||
| PO BOX 5228 | DES MOINES | IA | 50303 | CONSULTING | 0 | $85,710 | $42,818 | $42,892 |
| CELSINUS PARTNERS | ||||||||
| 7105 DEER HOLLOW LANE | MAUMEE | OH | 43537 | CONSULTING | 0 | $0 | $28,800 | -$28,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $85,710 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $71,618 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $14,092 | 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| THE BUILDING ASSOCIATION OF THE EPSILON ALPHA CHAPTER OF CHI OMEGA | ||||||||
| PO BOX 2436 | EDMOND | OK | 73083 | 731233879 | 501(C)(7) | $16,370 | $0 | EDUCATIONAL AREA HOUSING GRANT |
| NU CHAPTER HOUSE ASSOCIATION OF CHI OMEGA INC | ||||||||
| 115 LANGDON ST | MADISON | WI | 537031306 | 390206270 | 501(C)(7) | $15,370 | $0 | EDUCATIONAL AREA HOUSING GRANT |
| ALUMNAE OF TAU BETA CHAPTER OF CHI OMEGA FRATERNITY | ||||||||
| 310 S MONROE STREET | STILLWATER | OK | 74074 | 736096860 | 501(C)(7) | $12,282 | $0 | EDUCATIONAL AREA HOUSING GRANT |
| TAU OF CHI OMEGA FRATERNITY HOUSE CORPORATION | ||||||||
| PO BOX 1268 | OXFORD | MS | 38655 | 237160987 | 501(C)(7) | $143,288 | $0 | EDUCATIONAL AREA HOUSING GRANT |
| CHI OMEGA FRATERNITY | ||||||||
| 3395 PLAYERS CLUB PARKWAY | MEMPHIS | TN | 38125 | 310851686 | 501(C)(7) | $850,000 | $0 | TO PROVIDE EDUCATIONAL SUPPORT TO THE CHI OMEGA FRATERNITY |
| CHATTANOOGA CHI OMEGA ALUMNAE HOUSE CORPORATION | ||||||||
| 2215 OLAN MILLS DRIVE | CHATTANOOGA | TN | 37403 | 591778634 | 501(C)(7) | $14,171 | $0 | EDUCATIONAL AREA HOUSING GRANT |
| EPSILON BETA OF CHI OMEGA FOUNDATION INC | ||||||||
| PO BOX 807 | CHAPEL HILL | NC | 27514 | 560654921 | 501(C)(7) | $1,274,366 | $0 | EDUCATIONAL AREA HOUSING GRANT |
| CHI OMEGA PSI CHAPTER CORPORATION | ||||||||
| 940 W MAPLE STREET | FAYETTEVILLE | AR | 72701 | 716056825 | 501(C)(7) | $137,092 | $0 | EDUCATIONAL AREA HOUSING GRANT |
| CHI OMEGA ASSOCIATION MU CHAPTER | ||||||||
| 2421 PIEDMONT AVENUE | BERKELEY | CA | 94704 | 941175980 | 501(C)(7) | $5,262 | $0 | EDUCATIONAL AREA HOUSNG GRANT |
| SIGMA BETA BUILDING ASSOCIATION OF CHI OMEGA | ||||||||
| 405 W GARFIELD STREET | BOZEMAN | MT | 59715 | 810296314 | 501(C)(7) | $21,118 | $0 | EDUCATIONAL AREA HOUSING GRANT |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS FOR STUDENTS ATTENDING SCHOOLS IN THE UNITED STATES | 367 | $386,066 |
| EMERGENCY AID GRANTS | 73 | $59,899 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 34 | ContributionCnt |
| Noncash Contributions Rpt F990 | $429,750 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | 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 ENTERED INTO AN AGREEMENT WITH CARS (CHARITABLE ADULT RIDES AND SERVICES). THIS AGREEMENT WAS ENTERED INTO DURING THE FISCAL YEAR WITH THE INTENT TO PARTNER WITH ANOTHER 501C3 ORGANIZATION FOR VEHICLE DONATIONS. THE AGREEMENT STATES THAT CARS ACCEPTS VEHICLE DONATIONS BY INTERESTED DONORS AND THEN HANDLES THE SALE OF THE VEHICLE. ANY NET PROCEEDS RESULTING FROM THE SALE OF A VEHICLE, LESS FEES AND EXPENSES, WILL BE DONATED TO THE CHI OMEGA FOUNDATION AS A CASH DONATION FROM CARS. DURING THE FISCAL YEAR ENDED 4/30/25, NO DONATIONS FROM THIS ORGANIZATION WERE RECEIVED ALTHOUGH THE AGREEMENT WAS IN PLACE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 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 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, PART VII, SECTION A, COLUMN D AND E | OFFICERS ARE LEASED TO THE CHI OMEGA FOUNDATION (COLUMN D) 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. |
Comments