ALPHA CHI OMEGA FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ALPHA CHI OMEGA FOUNDATION INC (EIN 31-0949882)
- Tax period
- 2016-08-01 to 2017-07-31
- Filed
- 2017-12-12
- IRS object ID
- 201713469349300726
- Schema version
- 2016v3.0
- 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 | 2017-12-12T10:37:45-06:00 | ReturnTs |
| Tax Period End | 2017-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blue & Co LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 N Meridian Street Suite 400 | AddressLine1Txt |
| City | Carmel | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310949882 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alpha Chi Omega Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALPH | BusinessNameControlTxt |
| Phone | 3175795050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5939 Castle Creek Pkwy North Drive | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462504343 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tim Johnson | PersonNm |
| Person Title | Senior Financial Controller | PersonTitleTxt |
| Phone | 3175795050 | PhoneNum |
| Signature | 2017-12-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Angela N Crawford CPA | PreparerPersonNm |
| PTIN | P00573197 | PTIN |
| Phone | 3178488920 | PhoneNum |
| Preparation | 2017-12-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.253.12.29 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-12-11 | IPDt |
| IP Tm | 15:43:34 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 38D9E49CC0CA71BE8938C550DFC6219FF2DB8390 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Tim Johnson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5939 Castle Creek Pkwy North Drive | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462504343 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,809,399 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.alphachiomega.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 110 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,614,064 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,673,625 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $704,627 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,061,640 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,318,691 | PYTotalRevenueAmt |
| CY Total Revenue | $3,735,265 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,584,013 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,580,302 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $591,939 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $542,966 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $399,709 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $589,043 | PYOtherExpensesAmt |
| CY Other Expenses | $436,377 | CYOtherExpensesAmt |
| PY Total Expenses | $2,764,995 | PYTotalExpensesAmt |
| CY Total Expenses | $2,559,645 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $553,696 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,175,620 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,913,533 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,478,253 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $894,979 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $634,893 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,018,554 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,843,360 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Support the educational and philanthropic purposes of Alpha Chi Omega through effective fundraising and stewardship of financial resources. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $90,457 | ExpenseAmt |
| Grant | $85,934 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $126,070 | ExpenseAmt |
| Grant | $100,856 | GrantAmt |
| Desc | Leadership Academy is a fraternity-supported program that provided training and education to all chapter presidents, vice presidents of risk management and vice presidents of chapter relations and standards. 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $49,578 | ExpenseAmt |
| Grant | $49,578 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,411,854 | ExpenseAmt |
| Grant | $1,343,934 | GrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,411,854 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,343,934 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $1,677,959 | 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 | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | 0 | 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 | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | 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 | IN | 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 | OH | 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 | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tim Johnson | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3175795050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5939 Castle Creek Pkwy North Drive | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462504343 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Agnes Theresa Steiner | ||||||
| Chair | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Diane Wilson Blackwelder | ||||||
| National President | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Janis Rose Hurter | ||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Jill Veigel Javors | ||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Angela Costley Harris | ||||||
| NP Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Carmen Becker Rene | ||||||
| treasurer | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jennifer Diederich Healy | ||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Jennifer Daurora | ||||||
| nAtional Council Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Jill Sabatino Lacy | ||||||
| National Council Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Beverly Sandeen | ||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Mary Pat Lambke | ||||||
| Secretary | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Judy Kuergeleis Schmuck | ||||||
| trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET LISBETH MAXWELL | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Lindsay Ferrell Vise | ||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Katie Gaffin | ||||||
| CEO 8/1/16 | 10.00 | Yes (X) | $0 | $0 | $0 | |
| Christine Louck | ||||||
| CFO | 12.00 | Yes (X) | $0 | $0 | $0 | |
| SALLY CUTLER | ||||||
| INTERM CEO 3/3/16-8/12/16 | 10.00 | Yes (X) | $0 | $0 | $0 | |
| TIM JOHNSON | ||||||
| SENIOR CONTROLLER 7/17/17 | 12.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,673,625 | AllOtherContributionsAmt |
| Noncash Contributions | $28,383 | NoncashContributionsAmt |
| Total Contributions | $2,673,625 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $533,140 | TotalRevenueColumnAmt |
| Exclusion | $533,140 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,602,634 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,074,134 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $528,500 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $528,500 | TotalRevenueColumnAmt |
| Exclusion | $528,500 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,735,265 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,061,640 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,275,203 | TotalAmt |
| Program Services | $1,275,203 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,099 | TotalAmt |
| Program Services | $305,099 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,598 | TotalAmt |
| Management And General | $67,598 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $407,425 | TotalAmt |
| Program Services | $48,409 | ProgramServicesAmt |
| Management And General | $181,740 | ManagementAndGeneralAmt |
| Fundraising | $177,276 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,109 | TotalAmt |
| Program Services | $15,697 | ProgramServicesAmt |
| Management And General | $8,871 | ManagementAndGeneralAmt |
| Fundraising | $5,541 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,834 | TotalAmt |
| Program Services | $4,016 | ProgramServicesAmt |
| Management And General | $19,482 | ManagementAndGeneralAmt |
| Fundraising | $14,336 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,636 | TotalAmt |
| Management And General | $9,636 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,900 | TotalAmt |
| Management And General | $15,900 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,387 | TotalAmt |
| Management And General | $62,387 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,239 | TotalAmt |
| Program Services | $1,696 | ProgramServicesAmt |
| Management And General | $16,440 | ManagementAndGeneralAmt |
| Fundraising | $40,103 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,415 | TotalAmt |
| Program Services | $1,637 | ProgramServicesAmt |
| Management And General | $10,374 | ManagementAndGeneralAmt |
| Fundraising | $49,404 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22 | TotalAmt |
| Management And General | $22 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,528 | TotalAmt |
| Program Services | $5,019 | ProgramServicesAmt |
| Management And General | $12,345 | ManagementAndGeneralAmt |
| Fundraising | $10,164 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,603 | TotalAmt |
| Program Services | $9,488 | ProgramServicesAmt |
| Management And General | $51,389 | ManagementAndGeneralAmt |
| Fundraising | $37,726 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,369 | TotalAmt |
| Program Services | $7,185 | ProgramServicesAmt |
| Fundraising | $184 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,507 | TotalAmt |
| Fundraising | $8,507 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Direct Mail Expense | $45,260 | $45,260 | |
| Bank Service Charges | $14,150 | $14,150 | |
| Lyre Expense | $10,500 | $10,500 | |
| Dues & Subscriptions | $6,870 | $6,870 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,991 | TotalAmt |
| Program Services | $4,510 | ProgramServicesAmt |
| Management And General | $4,773 | ManagementAndGeneralAmt |
| Fundraising | $708 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,559,645 | TotalAmt |
| Program Services | $1,677,959 | ProgramServicesAmt |
| Management And General | $481,977 | ManagementAndGeneralAmt |
| Fundraising | $399,709 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,564,611 | BOYAmt |
| EOY | $3,312,005 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $707,290 | BOYAmt |
| EOY | $698,527 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $392,708 | BOYAmt |
| EOY | $558,824 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,300 | BOYAmt |
| EOY | $297,352 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $12,103 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $233,969 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $208,934 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,542 | BOYAmt |
| EOY | $25,035 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,278,580 | BOYAmt |
| EOY | $13,770,193 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,440,423 | BOYAmt |
| EOY | $3,461,893 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,079 | BOYAmt |
| EOY | $342,321 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,913,533 | BOYAmt |
| EOY | $22,478,253 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $894,979 | BOYAmt |
| EOY | $634,893 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $894,979 | BOYAmt |
| EOY | $634,893 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,632,160 | BOYAmt |
| EOY | $3,768,208 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,293,923 | BOYAmt |
| EOY | $5,320,180 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,092,471 | BOYAmt |
| EOY | $12,754,972 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,018,554 | BOYAmt |
| EOY | $21,843,360 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,913,533 | BOYAmt |
| EOY | $22,478,253 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,175,620 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $624,655 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $24,531 | 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 | $1,702,196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,592,592 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,030,556 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,614,064 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,673,625 | CurrentTaxYearAmt |
| Total | $11,613,033 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,702,196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,592,592 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,030,556 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,614,064 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,673,625 | CurrentTaxYearAmt |
| Total | $11,613,033 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $71,694 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,541,339 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $538,150 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $552,678 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $580,389 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $597,898 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $533,140 | CurrentTaxYearAmt |
| Total | $2,802,255 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,415,288 | TotalSupportAmt |
| Public Support CY170 | 0.80060 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80420 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,465,236 | BeginningYearBalanceAmt |
| Contributions | $752,712 | ContributionsAmt |
| Investment Earnings Or Losses | $1,253,642 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $414,861 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $250,572 | AdministrativeExpensesAmt |
| End Year Balance | $12,806,157 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,935,943 | BeginningYearBalanceAmt |
| Contributions | $226,178 | ContributionsAmt |
| Investment Earnings Or Losses | -$43,785 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $406,640 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $246,460 | AdministrativeExpensesAmt |
| End Year Balance | $11,465,236 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,710,561 | BeginningYearBalanceAmt |
| Contributions | $122,571 | ContributionsAmt |
| Investment Earnings Or Losses | $685,285 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $331,737 | GrantsOrScholarshipsAmt |
| Other Expenditures | $670 | OtherExpendituresAmt |
| Administrative Expenses | $250,067 | AdministrativeExpensesAmt |
| End Year Balance | $11,935,943 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,509,203 | BeginningYearBalanceAmt |
| Contributions | $567,465 | ContributionsAmt |
| Investment Earnings Or Losses | $1,214,967 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $283,472 | GrantsOrScholarshipsAmt |
| Other Expenditures | $70,404 | OtherExpendituresAmt |
| Administrative Expenses | $227,198 | AdministrativeExpensesAmt |
| End Year Balance | $11,710,561 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,063,567 | BeginningYearBalanceAmt |
| Contributions | $355,084 | ContributionsAmt |
| Investment Earnings Or Losses | $1,557,296 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $203,164 | GrantsOrScholarshipsAmt |
| Other Expenditures | $58,719 | OtherExpendituresAmt |
| Administrative Expenses | $204,861 | AdministrativeExpensesAmt |
| End Year Balance | $10,509,203 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00780 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.72980 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26240 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $171,389 | OtherCostOrOtherBasisAmt |
| Depreciation | $146,354 | DepreciationAmt |
| Book Value | $25,035 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $62,580 | OtherCostOrOtherBasisAmt |
| Depreciation | $62,580 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,035 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Artwork | $52,950 | C |
| Beneficial Interest in Perpetual Tr | $3,408,943 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,461,893 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,322,064 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $624,655 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $24,531 | OtherRevenueAmt |
| Revenue Not Reported | $649,186 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,672,878 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $62,387 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $62,387 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,735,265 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,497,258 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,497,258 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $62,387 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $62,387 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,559,645 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND RELATED STATE LAWS. 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, 2017 AND 2016, 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. AS SUCH, THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX AND A CORRESPONDING STATE RETURN, WHICH ARE INFORMATIONAL RETURNS ONLY. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| Part XI, Line 2d - Other Adjustments: | Change in value of beneficial interest in perpetual trust 21,470. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 3,061. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (27 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| A Better Way Services Inc | |||||||
| PO Box 734 | Muncie | IN | 47308 | 350868081 | 501(c)(3) | $5,931 | PHILANTHROPIC GRANT |
| A New Leaf | |||||||
| 868 E University Dr | Mesa | AZ | 85203 | 860256667 | 501(c)(3) | $15,090 | philanthropic grant |
| Alpha Chi Omega Fraternity | |||||||
| 5939 Castle Creek Parkway N Drive | Indianapolis | IN | 46250 | 350141875 | 501(c)(7) | $635,799 | Philanthropic grant |
| Access Assualt Care Center | |||||||
| PO Box 1429 | Ames | IA | 50014 | 421052613 | 501(c)(3) | $10,800 | philanthropic grant |
| Beta Xi Chapter House Corporation | |||||||
| 10904 S Hiddenwood Drive | Sandy | UT | 84092 | 876123791 | 501(c)(3) | $16,233 | LOVE & LOYALTY GRANT |
| Center for Community Solutions | |||||||
| 4508 Mission Bay Drive | San Diego | CA | 92109 | 956379598 | 501(c)(3) | $8,517 | philanthropic grant |
| Courage Connection | |||||||
| 508 E Church Street | Champaign | IL | 61820 | 371346397 | 501(c)(3) | $5,391 | philanthropic grant |
| BH Care | |||||||
| 435 East Main Street | Ansonia | CT | 06401 | 222598799 | 501(c)(3) | $20,480 | philanthropic grant |
| Domestic Abuse Family Shelter | |||||||
| 210 West Front St | Hattiesburg | MS | 39403 | 640681477 | 501(c)(3) | $6,465 | PHILANTHROPIC GRANT |
| Genesis Women's Shelter | |||||||
| 4411 Lemmon Ave Ste 201 | Dallas | TX | 75219 | 751881365 | 501(c)(3) | $58,736 | PHILANTHROPIC GRANT |
| Laura's House | |||||||
| 999 Corporate Drive Suite 225 | Ladera Ranch | CA | 92694 | 330621826 | 501(c)(3) | $7,508 | philanthropic grant |
| Project Safe | |||||||
| PO Box 7532 | Athens | GA | 30604 | 581908469 | 501(c)(3) | $6,300 | philanthropic grant |
| Refuge House | |||||||
| PO Box 20910 | Tallahasssee | FL | 32316 | 591869324 | 501(c)(3) | $15,878 | COMMUNITY GRANT |
| SAAFE House | |||||||
| PO Box 1893 | Huntsville | TX | 77342 | 760155364 | 501(c)(3) | $8,525 | philanthropic grant |
| Safe Haven of Tarrant County | |||||||
| 8701 Bedford Euless Road | Hurst | TX | 76053 | 751670281 | 501(c)(3) | $51,022 | philanthropic grant |
| Easter Seals | |||||||
| 141 W Jackson Blvd | Chicago | IL | 60604 | 362171729 | 501(c)(3) | $18,276 | OPPORTUNITY GRANT |
| Family Abuse Services of Alamance County | |||||||
| PO Box 29192 | Burlington | NC | 27216 | 561198802 | 501(c)(3) | $8,987 | philanthropic grant |
| Sojourn Shelter for Battered Women and Their Children | |||||||
| 1453 16th St | Santa Monica | CA | 90404 | 310949882 | 501(c)(3) | $36,054 | philanthropic grant |
| One Love Foundation | |||||||
| PO Box 368 | Bronxville | NY | 10708 | 272904497 | 501(c)(3) | $8,284 | PHILANTHROPIC GRANT |
| The Women's Center of Tarrant County Inc | |||||||
| 1723 Hemphill St | Fort Worth | TX | 76110 | 751501868 | 501(c)(3) | $94,224 | PHILANTHROPIC GRANT |
| Peace at Home Family Shelter | |||||||
| PO Box 10946 | Fayetteville | AR | 72703 | 710552563 | 501(c)(3) | $21,900 | philanthropic grant |
| Rose Brooks Center | |||||||
| PO Box 320599 | Kansas City | MO | 641320599 | 510231573 | 501(c)(3) | $5,500 | philanthropic grant |
| Safe Alliance Domestic Violence Shelter | |||||||
| 601 E 5th St Ste 400 | Charlotte | NC | 28202 | 560529967 | 501(c)(3) | $11,848 | philanthropic grant |
| The Wave Foundation | |||||||
| 1420 NW Gilman Rd 2314 | Issaquah | WA | 98027 | 451288621 | 501(c)(3) | $6,208 | philanthropic grant |
| WINGS | |||||||
| PO Box 95615 | Palatine | IL | 60095 | 363456061 | 501(c)(3) | $6,159 | philanthropic grant |
| YWCA of San Diego County -Becky's House | |||||||
| 1012 C Street | San Diego | CA | 92101 | 951661119 | 501(c)(3) | $7,654 | philanthropic grant |
| HOUSTON AREA WOMEN'S CENTER | |||||||
| 1010 WAUGH DRIVE | HOUSTON | TX | 77019 | 742029166 | 501(c)(3) | $7,792 | philanthropic grant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 26 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Educational Assistance Grants | 31 | $36,456 |
| Member Assistance Grants | 4 | $9,481 |
| Scholarship Grants | 168 | $259,162 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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, they 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Part VII Line 5 | FormAndLineReferenceDesc |
| Explanation | THE CHIEF EXECUTIVE OFFICER and Chief financial officer 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 $56,539 AND SALLY CUTLER AS INTERIM CEO WAS $56,132 FOR CALENDAR YEAR 2016; $31,983 OF THose salaries were FOR SERVICES services rendered to the Foundation. Total compensation to Christine Louck as CFO was $100,617 for calendar year 2016; $30,185 of that salary was for services rendered to the foundation. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $28,383 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | 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 | Stock donations are processed through investment manager. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 4 | IN MAY 2017 THE FOUNDATION OVERHAULED THEIR BYLAWS AND MADE CHANGES TO THEIR ARTICLES OF INCORPORATION. |
| 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 21,470. Increase in Cash Surrender Value of life insurance policies 3,061. |
| 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. |