2019-12-11T15:21:46-06:00 2019-07-31 351178661 BLUE & CO LLC 12800 N MERIDIAN STREET SUITE 400 CARMEL IN 46032 990 2018-08-01 310949882 ALPHA CHI OMEGA FOUNDATION INC ALPH 3175795050 5939 CASTLE CREEK PKWY NORTH DRIVE INDIANAPOLIS IN 462504343 TIM JOHNSON SENIOR FINANCIAL CONTROLLER 3175795050 2019-11-20 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2019-11-20 38.109.186.2 2019-11-20 14:21:23 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AF923E04E140C4DE71FD41AF2127CF5344A3E036 2018 2020-04-17 16:48:07Z TIM JOHNSON 5939 CASTLE CREEK PKWY NORTH DRIVE INDIANAPOLIS IN 462504343 10336372 0 X WWW.ALPHACHIOMEGA.ORG X 1978 IN TO SUPPORT CHARITABLE, LITERARY AND EDUCATIONAL PURPOSES INCLUDING, BUT NOT LIMITED TO, SCHOLARSHIPS, EDUCATIONAL AND CHARITABLE ASSISTANCE GRANTS, LEADERSHIP AND EDUCATIONAL TRAINING, PHILANTHROPIC AND DOMESTIC VIOLENCE AWARENESS PROGRAMMING, AND OTHER CHARITABLE AND EDUCATIONAL PURPOSES. 13 13 0 75 0 0 2872761 3635809 0 15454 1135980 1491112 0 36284 4008741 5178659 1952616 2885718 0 0 748851 877606 0 0 734695 693268 722002 3394735 4485326 614006 693333 23667297 25540776 751348 2109813 22915949 23430963 X SUPPORT THE EDUCATIONAL AND PHILANTHROPIC PURPOSES OF ALPHA CHI OMEGA THROUGH EFFECTIVE FUNDRAISING AND STEWARDSHIP OF FINANCIAL RESOURCES. 0 0 42912 32447 MY JOURNEY IS A GUIDED FOUR-YEAR EDUCATIONAL PROGRAM WITH RESEARCH-BASED, STUDENT DEVELOPMENT FOCUSED CURRICULUM. IT IS PEER-GUIDED AND MEETS COLLEGE WOMEN WHERE THEY ARE ACADEMICALLY AND SOCIALLY. PROGRAMS ARE DEVELOPED SPECIFICALLY FOR EACH YEAR OF A MEMBER'S COLLEGE JOURNEY AND TEACH LIFE SKILLS APPROPRIATE FOR EVERY STAGE. MYJOURNEY WAS IMPLEMENTED IN 2012-2013 AND IS USED BY ALL ACTIVE CHAPTERS. 188656 177093 LEADERSHIP ACADEMY IS A FRATERNITY-SUPPORTED PROGRAM THAT PROVIDED TRAINING AND EDUCATION TO ALL CHAPTER PRESIDENTS, VICE PRESIDENTS OF RISK MANAGEMENT, VICE PRESIDENTS OF RITUAL AND FRATERNITY APPRECIATION, AND VICE PRESIDENTS OF NEW MEMBER EDUCATION. THE TRAINING INCLUDED SESSIONS THAT FOCUSED ON EFFECTIVE LEADERSHIP STRATEGIES IN SUCH AREAS AS ACTION PLANNING, VALUES AND ETHICS, DECISION-MAKING, CONFLICT MANAGEMENT, AND FACILITATION SKILLS. THE SKILLS NEEDED TO BE A CHAPTER OFFICER FIND THEIR FOUNDATION IN BASIC LIFE SKILLS THAT ENABLE OUR MEMBERS TO BE MORE SUCCESSFUL WITHIN THEIR INTERPERSONAL INTERACTIONS, AS LEADERS FOR THEIR CAMPUSES AND COMMUNITIES, AND FOR THEIR LIVES BEYOND THEIR EXPERIENCES IN COLLEGE. 95867 84618 DOMESTIC VIOLENCE AWARENESS, ALPHA CHI OMEGA WORKS THROUGHOUT THE NATION TO BUILD AWARENESS OF DOMESTIC VIOLENCE, FIGHTING AGAINST UNHEALTHY RELATIONSHIPS AND WORKING TO BUILD HEALTHY RELATIONSHIPS. CHAPTERS WORK WITH LOCAL DOMESTIC VIOLENCE ORGANIZATIONS TO RAISE FUNDS AND AWARENESS FOR THE CAUSE. THE EDUCATION AND LEADERSHIP INITIATIVES DEPARTMENT WORKS TO DEVELOP NATIONAL OPPORTUNITIES TO SUPPORT THE CAUSE AND ASSISTS INDIVIDUAL CHAPTERS IN THEIR EFFORTS. MUCH OF OUR EFFORTS ARE TARGETED IN OCTOBER, IN RECOGNITION OF DOMESTIC VIOLENCE AWARENESS MONTH, AND IN FEBRUARY, IN CELEBRATION OF HEALTHY RELATIONSHIPS WEEK. 2827035 2591560 15454 PROVIDE GRANTS TO ALPHA CHI OMEGA FRATERNITY AND ITS MEMBERS IN SUPPORT OF EDUCATIONAL AND PHILANTHROPIC PROGRAMS AND SCHOLARSHIPS. 2827035 2591560 15454 3154470 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 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 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 TIM JOHNSON 3175795050 5939 CASTLE CREEK PKWY NORTH DRIVE INDIANAPOLIS IN 462504343 X X MARY PAT LAMBKE CHAIR 10.00 X X 0 0 0 KIMBERLY WOOD PHILLIPS 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 JANIS ROSE HURTER TREASURER 4.00 X X 0 0 0 CARMEN BECKER RENE TRUSTEE 4.00 X 0 0 0 MIKELLE HOLT BRADY NATIONAL COUNCIL TRUSTEE 4.00 X 0 0 0 JILL SABATINO LACY NATIONAL COUNCIL TRUSTEE 4.00 X 0 0 0 JUDY KUERGELEIS SCHMUCK TRUSTEE 4.00 X 0 0 0 LINDSAY FERRELL VISE SECRETARY 4.00 X X 0 0 0 KATIE LAMPINEN GAFFIN CEO 10.00 X 0 0 0 TIM JOHNSON SENIOR CONTROLLER 12.00 X 0 0 0 0 0 0 0 0 0 1 0 3635809 75379 3635809 LIFE LOYAL PROGRAM INCOME 900099 15454 15454 15454 762191 762191 5886634 5157713 728921 728921 728921 REIMBURSED EXPENSES 900099 32684 32684 OTHER INCOME 900099 3600 3600 36284 5178659 15454 0 1527396 2536482 2536482 349236 349236 80851 80851 670913 140733 210526 319654 69832 17114 34008 18710 56010 10282 21620 24108 9441 9441 17150 17150 70238 70238 75067 11232 14284 49551 15922 362 4820 10740 70638 12715 31787 26136 141493 33622 28999 78872 20753 15733 446 4574 9206 699 8507 COMMUNICATIONS 151118 151118 BANK SERVICE CHARGES 35335 35335 CAMPAIGN EXPENSE 35075 35075 COMMUNICATIONS 23468 23468 47098 3491 35957 7650 4485326 3154470 596161 734695 2764472 3161491 316264 726343 738862 961881 12176 663726 608434 46392 36779 274283 226646 20023 47637 15218546 15942835 3711927 3886766 187085 156434 23667297 25540776 751348 1378003 731810 751348 2109813 X 3741813 3348051 5921059 3178792 13253077 16904120 22915949 23430963 23667297 25540776 X 693333 -362189 183870 X X 0 1 X 1 0 X 2030556 2614064 2673625 2872761 3635809 13826815 2030556 2614064 2673625 2872761 3635809 13826815 1091496 12735319 580389 597898 533140 576935 762191 3050553 36284 36284 16913652 15454 0.75300 0.76780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13008361 174535 712678 559009 217308 13119257 12806157 274404 854946 674527 252619 13008361 11465236 752712 1253642 414861 250572 12806157 11935943 226178 -43785 406640 246460 11465236 11710561 122571 685285 331737 670 250067 11935943 0.00780 0.73510 0.25720 0 0 171389 163367 8022 66075 63279 2796 36819 36819 47637 ARTWORK 52950 C BENEFICIAL INTEREST IN PERPETUAL TRUST 3833816 C 3886766 X 4930102 -362189 183870 -178319 5108421 70238 70238 5178659 4415088 0 4415088 70238 70238 4485326 PART V, LINE 4: THE FOUNDATION HAS A POLICY FOR ITS ENDOWMENT FUNDS OF APPROPRIATING FOR DISTRIBUTION EACH YEAR AN ESTABLISHED PERCENTAGE OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PRIOR THREE YEARS THROUGH THE JANUARY 31 PRECEDING THE FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED, PLUS A MANAGEMENT FEE APPLIED TO THE AVERAGE ANNUAL BALANCE AS OF JANUARY 31. A MANAGEMENT FEE IS NOT CHARGED TO A FUND THAT IS UNDERWATER. A MANAGEMENT FEE OF 1% AND 2% WAS CHARGED IN FISCAL 2019 AND 2018, RESPECTIVELY. THE DRAW PERCENTAGE IS ESTABLISHED ANNUALLY BY THE BOARD OF TRUSTEES AND WAS SET AT 4% FOR FISCAL 2019 AND 2018. IN ESTABLISHING THIS POLICY, THE FOUNDATION CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ASSETS HELD FOR ENDOWMENT. THE FOUNDATION'S OBJECTIVE IS TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. 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, 2019 AND 2018, 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, 2018. 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 9,031. CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 174,839. 1 ALPHA CHI OMEGA FRATERNITY 5939 CASTLE CREEK PARKWAY N DRIVE INDIANAPOLIS IN 46250 350141875 501(C)(7) 1152465 EDUCATIONAL GRANT ALPHA CHI OMEGA HOME PO BOX 2256 WEST LAFAYETTE IN 47996 356063491 501(C)(7) 137529 EDUCATIONAL GRANT GAMMA RHO HOUSE CORPORATION BOARD PO BOX 93606 LUBBOCK TX 79493 756027881 501(C)(7) 300020 CHAPTER HOUSING FUND GRANT BETA KAPPA BETA ALUMNAE CHAPTER PO BOX 741803 DALLAS TX 75374 756045649 501(C)(7) 31970 PHILANTHROPIC GRANT EPSILON CHAPTER HOUSE OF ALPHA CHI OMEGA HOUSING CORP 5531 SHOREVIEW DRIVE RANCHO PALOS VERDES CA 90275 950487540 501(C)(7) 14177 CHAPTER HOUSING FUND GRANT WOMEN'S RESOURCE CENTER OF THE NEW RIVER VALLEY PO BOX 477 RADFORD VA 24143 541121334 501(C)(3) 11991 PHILANTHROPIC GRANT DOMESTIC ABUSE INTERVENTION SERVICES PO BOX 1761 MADISON WI 53704 391268238 501(C)(3) 18565 PHILANTHROPIC GRANT GREENHOUSE17 PO BOX 55190 LEXINGTON KY 40555 201965942 501(C)(3) 12746 PHILANTHROPIC GRANT GENESIS WOMEN'S SHELTER 4411 LEMMON AVE SUITE 201 DALLAS TX 75219 751881365 501(C)(3) 64548 PHILANTHROPIC GRANT FAMILY ABUSE SERVICES OF ALAMANCE COUNTY 1950 MARTIN STREET BURLINGTON NC 27215 561198802 501(C)(3) 15593 PHILANTHROPIC GRANT EMERGE CENTER AGAINST DOMESTIC ABUSE 2545 EAST ADAMS STREET TUCSON AZ 85719 860312162 501(C)(3) 12714 PHILANTHROPIC GRANT EASTER SEALS 141 WEST JACKSON BOULEVARD CHICAGO IL 60604 362171729 501(C)(3) 9859 PHILANTHROPIC GRANT DOMESTIC ABUSE RESISTANCE TEAM PO BOX 1223 RUSTON LA 71273 721273159 501(C)(3) 14662 PHILANTHROPIC GRANT COURAGE CONNECTION 508 E CHURCH ST CHAMPAIGN IL 61820 376341397 501(C)(3) 7021 PHILANTHROPIC GRANT DOMESTIC ABUSE FAMILY SHELTER 210 WEST FRONT STREET HATTIESBURG MS 39403 640681477 501(C)(3) 18885 PHILANTHROPIC GRANT WOMEN'S CENTER OF TARRANT COUNTY 1723 HEMPHILL ST FORT WORTH TX 76110 751501868 501(C)(3) 104000 PHILANTHROPIC GRANT CENTER FOR COMMUNITY SOLUTIONS 4508 MISSION BAY DRIVE SAN DIEGO CA 92109 956379598 501(C)(3) 18000 PHILANTHROPIC GRANT BOULDER SAFEHOUSE (SAFEHOUSE PROGRESSIVE ALLIANCE) 835 NORTH STREET BOULDER CO 80304 742145368 501(C)(3) 10373 PHILANTHROPIC GRANT BH CARE 127 WASHINGTON AVE THIRD FLOOR WEST NORTH HAVEN CT 06473 222598799 501(C)(3) 19934 PHILANTHROPIC GRANT BECKY'S HOUSE - YWCA OF SAN DIEGO COUNTY 1012 C STREET SAN DIEGO CA 92101 951661119 501(C)(3) 9744 PHILANTHROPIC GRANT ACCESS ASSAULT CARE CENTER PO BOX 1429 AMES IA 50014 421052613 501(C)(3) 11908 PHILANTHROPIC GRANT A NEW LEAF 868 E UNIVERSITY DR MESA AZ 85203 860256667 501(C)(3) 10798 PHILANTHROPIC GRANT HARMONY HOUSE 3404 EAST RIDGEVIEW STREET SPRINGFIELD MO 65804 431082063 501(C)(3) 8889 PHILANTHROPIC GRANT HOUSE OF RUTH MARYLAND 2201 ARGONNE DRIVE BALTIMORE MD 21218 521100236 501(C)(3) 8735 PHILANTHROPIC GRANT HUNTSMAN CANCER FOUNDATION 500 SOUTH HUNTSMAN WAY SALT LAKE CITY UT 84108 870541293 501(C)(3) 12849 PHILANTHROPIC GRANT LAURA'S HOUSE 999 CORPORATE DR SUITE 225 LADERA RANCH CA 92694 330621826 501(C)(3) 10165 PHILANTHROPIC GRANT WOMEN'S CENTER OF SOUTHEASTERN MICHIGAN 510 SOUTH MAPLE ROAD ANN ARBOR MI 48103 364338567 501(C)(3) 7657 PHILANTHROPIC GRANT WOMEN'S ADVOCATES 588 GRAND AVE ST PAUL MN 55102 237310701 501(C)(3) 12451 PHILANTHROPIC GRANT WINGS PO BOX 95615 PALATINE IL 60095 363456061 501(C)(3) 11756 PHILANTHROPIC GRANT UTAH DOMESTIC VIOLENCE COALITION 124 SOUTH 400 EAST SALT LAKE CITY UT 84111 870524312 501(C)(3) 11896 PHILANTHROPIC GRANT TRUE NORTH PO BOX 1367 COLUMBIA MO 65205 431483863 501(C)(3) 5129 PHILANTHROPIC GRANT THE WILLOW DOMESTIC VIOLENCE CENTER 1920 MOODIE ROAD LAWRENCE KS 66044 480853356 501(C)(3) 13615 PHILANTHROPIC GRANT THE WAVE FOUNDATION 1420 NORTHWEST GILMAN ROAD 2134 ISSAQUAH WA 98027 451288621 501(C)(3) 9395 PHILANTHROPIC GRANT SHELTER FOR HELP IN EMERGENCY 1415 SACHEM PLACE CHARLOTTESVILLE VA 22901 541082222 501(C)(3) 7154 PHILANTHROPIC GRANT SAFE ALLIANCE DOMESTIC VIOLENCE SHELTER 601 EAST 5TH STREET SUITE 400 CHARLOTTE NC 28202 560529967 501(C)(3) 17591 PHILANTHROPIC GRANT SAAFE HOUSE PO BOX 1893 HUNTSVILLE TX 77342 760155364 501(C)(3) 10250 PHILANTHROPIC GRANT ROSE BROOKS CENTER PO BOX 320599 KANSAS CITY MO 64132 510231573 501(C)(3) 8353 PHILANTHROPIC GRANT RIVERSIDE COUNTY COALITION FOR ALTERNATIVES TO DV PO BOX 910 RIVERSIDE CA 92502 953212844 501(C)(3) 7677 PHILANTHROPIC GRANT REFUGE HOUSE PO BOX 20910 TALLAHASSEE FL 32316 591869324 501(C)(3) 17286 PHILANTHROPIC GRANT PROJECT SAFE PO BOX 7532 ATHENS GA 30604 581908469 501(C)(3) 20408 PHILANTHROPIC GRANT PHOEBE'S HOME PO BOX 3490 BRYAN TX 77805 741533639 501(C)(3) 49468 PHILANTHROPIC GRANT PEACE AT HOME FAMILY SHELTER PO BOX 10946 FAYETTEVILLE AR 72703 710552563 501(C)(3) 16371 PHILANTHROPIC GRANT ONE LOVE FOUNDATION PO BOX 368 BRONXVILLE NY 10708 272904497 501(C)(3) 9150 PHILANTHROPIC GRANT MSU SAFE PLACE 166 SERVICE ROAD ROOM 113A EAST LANSING MI 48824 386005984 501(C)(3) 6517 PHILANTHROPIC GRANT LAUREL HOUSE PO BOX 764 NORRISTOWN PA 19404 232172743 501(C)(3) 19943 PHILANTHROPIC GRANT A BETTER WAY PO BOX 734 MUNCIE IN 43708 350868081 501(C)(3) 10715 PHILANTHROPIC GRANT 41 5 EDUCATIONAL ASSISTANCE GRANTS 32 46211 MEMBER ASSISTANCE GRANTS 26 24250 SCHOLARSHIPS 174 269979 LOVE & LOYALTY GRANTS 9 8796 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 THE CHIEF EXECUTIVE OFFICER AND SENIOR FINANCIAL CONTROLLER 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 $200,083 FOR CALENDAR YEAR 2018, $50,021 OF WHICH IS FOR SERVICES RENDERED TO THE FOUNDATION. TOTAL COMPENSATION TO TIM JOHNSON AS SENIOR FINANCIAL CONTROLLER WAS $100,119 FOR CALENDAR YEAR 2018, $20,024 OF WHICH IS FOR SERVICES RENDERED TO THE FOUNDATION. X 4 75379 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED, REVIEWED AND SIGNED BY A PUBLIC ACCOUNTING FIRM BASED ON INFORMATION OBTAINED FROM THE AUDIT AND INFORMATION PROVIDED BY HEADQUARTER'S OPERATIONS. THE 990 IS REVIEWED BY THE SENIOR FINANCIAL CONTROLLER AT HEADQUARTERS. AFTER REVIEW AND APPROVAL, IT IS FORWARDED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND MANAGEMENT STAFF ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. UPON TAKING OFFICE OR EMPLOYMENT, THE CONFLICT OF INTEREST FORM IS COMPLETED AND SIGNED. THE PROCESS IS MONITORED BY THE SENIOR HUMAN RESOURCE DIRECTOR. IF NOTIFIED OF A CONFLICT OF INTEREST, THE SENIOR HUMAN RESOURCE DIRECTOR WOULD INVESTIGATE THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A INPUT FOR COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER IS RECEIVED FROM THE BOARDS OF THE THREE CORPORATIONS OF ALPHA CHI OMEGA FRATERNTIY. THIS INPUT IS REQUESTED BY THE NATIONAL COUNCIL PRESIDENT. THE NATIONAL COUNCIL PRESIDENT COMPILES AND REVIEWS THE INFORMATION SUBMITTED. THE SALARY OF THE CHIEF EXECUTIVE OFFICER IS ALLOCATED TO THE THREE CORPORATIONS OF THE FRATERNITY, WITH THE ALPHA CHI OMEGA FRATERNITY, INC. ACTING AS THE COMMON PAYMASTER. 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 174,839. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 9,031. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.