2017-12-12T10:37:45-06:00 2017-07-31 351178661 Blue & Co LLC 12800 N Meridian Street Suite 400 Carmel IN 46032 990 2016-08-01 310949882 Alpha Chi Omega Foundation Inc ALPH 3175795050 5939 Castle Creek Pkwy North Drive Indianapolis IN 462504343 Tim Johnson Senior Financial Controller 3175795050 2017-12-11 1 Angela N Crawford CPA P00573197 3178488920 2017-12-11 98.253.12.29 2017-12-11 15:43:34 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 38D9E49CC0CA71BE8938C550DFC6219FF2DB8390 2016 2017-02-10 21:41:12Z Tim Johnson 5939 Castle Creek Pkwy North Drive Indianapolis IN 462504343 6809399 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. 14 14 0 110 0 0 2614064 2673625 0 0 704627 1061640 0 0 3318691 3735265 1584013 1580302 0 0 591939 542966 0 0 399709 589043 436377 2764995 2559645 553696 1175620 20913533 22478253 894979 634893 20018554 21843360 Support the educational and philanthropic purposes of Alpha Chi Omega through effective fundraising and stewardship of financial resources. 0 0 90457 85934 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. 126070 100856 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. 49578 49578 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. 1411854 1343934 1411854 1343934 1677959 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 9 0 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 1 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 Agnes Theresa Steiner Chair 10.00 X X 0 0 0 Diane Wilson Blackwelder National President 4.00 X 0 0 0 Janis Rose Hurter Trustee 4.00 X 0 0 0 Jill Veigel Javors Trustee 4.00 X 0 0 0 Angela Costley Harris NP Trustee 4.00 X 0 0 0 Carmen Becker Rene treasurer 4.00 X X 0 0 0 Jennifer Diederich Healy Trustee 4.00 X 0 0 0 Jennifer Daurora nAtional Council Trustee 4.00 X 0 0 0 Jill Sabatino Lacy National Council Trustee 4.00 X 0 0 0 Beverly Sandeen Trustee 4.00 X 0 0 0 Mary Pat Lambke Secretary 4.00 X X 0 0 0 Judy Kuergeleis Schmuck trustee 4.00 X 0 0 0 MARGARET LISBETH MAXWELL TRUSTEE 4.00 X 0 0 0 Lindsay Ferrell Vise Trustee 4.00 X 0 0 0 Katie Gaffin CEO 8/1/16 10.00 X 0 0 0 Christine Louck CFO 12.00 X 0 0 0 SALLY CUTLER INTERM CEO 3/3/16-8/12/16 10.00 X 0 0 0 TIM JOHNSON SENIOR CONTROLLER 7/17/17 12.00 X 0 0 0 0 0 0 0 0 0 1 0 2673625 28383 2673625 533140 533140 3602634 3074134 528500 528500 528500 3735265 0 0 1061640 1275203 1275203 305099 305099 67598 67598 407425 48409 181740 177276 30109 15697 8871 5541 37834 4016 19482 14336 9636 9636 15900 15900 62387 62387 58239 1696 16440 40103 61415 1637 10374 49404 22 22 27528 5019 12345 10164 98603 9488 51389 37726 7369 7185 184 8507 8507 Direct Mail Expense 45260 45260 Bank Service Charges 14150 14150 Lyre Expense 10500 10500 Dues & Subscriptions 6870 6870 9991 4510 4773 708 2559645 1677959 481977 399709 3564611 3312005 707290 698527 392708 558824 345300 297352 12103 233969 208934 33542 25035 12278580 13770193 3440423 3461893 151079 342321 20913533 22478253 894979 634893 894979 634893 X 3632160 3768208 4293923 5320180 12092471 12754972 20018554 21843360 20913533 22478253 X 1175620 624655 24531 X X 0 1 X 1 0 X 1702196 2592592 2030556 2614064 2673625 11613033 1702196 2592592 2030556 2614064 2673625 11613033 71694 11541339 538150 552678 580389 597898 533140 2802255 14415288 0.80060 0.80420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11465236 752712 1253642 414861 250572 12806157 11935943 226178 -43785 406640 246460 11465236 11710561 122571 685285 331737 670 250067 11935943 10509203 567465 1214967 283472 70404 227198 11710561 9063567 355084 1557296 203164 58719 204861 10509203 0.00780 0.72980 0.26240 0 0 171389 146354 25035 62580 62580 0 25035 Artwork 52950 C Beneficial Interest in Perpetual Tr 3408943 C 3461893 X 4322064 624655 24531 649186 3672878 62387 62387 3735265 2497258 0 2497258 62387 62387 2559645 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. 1 A Better Way Services Inc PO Box 734 Muncie IN 47308 350868081 501(c)(3) 5931 PHILANTHROPIC GRANT A New Leaf 868 E University Dr Mesa AZ 85203 860256667 501(c)(3) 15090 philanthropic grant Alpha Chi Omega Fraternity 5939 Castle Creek Parkway N Drive Indianapolis IN 46250 350141875 501(c)(7) 635799 Philanthropic grant Access Assualt Care Center PO Box 1429 Ames IA 50014 421052613 501(c)(3) 10800 philanthropic grant Beta Xi Chapter House Corporation 10904 S Hiddenwood Drive Sandy UT 84092 876123791 501(c)(3) 16233 LOVE & LOYALTY GRANT Center for Community Solutions 4508 Mission Bay Drive San Diego CA 92109 956379598 501(c)(3) 8517 philanthropic grant Courage Connection 508 E Church Street Champaign IL 61820 371346397 501(c)(3) 5391 philanthropic grant BH Care 435 East Main Street Ansonia CT 06401 222598799 501(c)(3) 20480 philanthropic grant Domestic Abuse Family Shelter 210 West Front St Hattiesburg MS 39403 640681477 501(c)(3) 6465 PHILANTHROPIC GRANT Genesis Women's Shelter 4411 Lemmon Ave Ste 201 Dallas TX 75219 751881365 501(c)(3) 58736 PHILANTHROPIC GRANT Laura's House 999 Corporate Drive Suite 225 Ladera Ranch CA 92694 330621826 501(c)(3) 7508 philanthropic grant Project Safe PO Box 7532 Athens GA 30604 581908469 501(c)(3) 6300 philanthropic grant Refuge House PO Box 20910 Tallahasssee FL 32316 591869324 501(c)(3) 15878 COMMUNITY GRANT SAAFE House PO Box 1893 Huntsville TX 77342 760155364 501(c)(3) 8525 philanthropic grant Safe Haven of Tarrant County 8701 Bedford Euless Road Hurst TX 76053 751670281 501(c)(3) 51022 philanthropic grant Easter Seals 141 W Jackson Blvd Chicago IL 60604 362171729 501(c)(3) 18276 OPPORTUNITY GRANT Family Abuse Services of Alamance County PO Box 29192 Burlington NC 27216 561198802 501(c)(3) 8987 philanthropic grant Sojourn Shelter for Battered Women and Their Children 1453 16th St Santa Monica CA 90404 310949882 501(c)(3) 36054 philanthropic grant One Love Foundation PO Box 368 Bronxville NY 10708 272904497 501(c)(3) 8284 PHILANTHROPIC GRANT The Women's Center of Tarrant County Inc 1723 Hemphill St Fort Worth TX 76110 751501868 501(c)(3) 94224 PHILANTHROPIC GRANT Peace at Home Family Shelter PO Box 10946 Fayetteville AR 72703 710552563 501(c)(3) 21900 philanthropic grant Rose Brooks Center PO Box 320599 Kansas City MO 641320599 510231573 501(c)(3) 5500 philanthropic grant Safe Alliance Domestic Violence Shelter 601 E 5th St Ste 400 Charlotte NC 28202 560529967 501(c)(3) 11848 philanthropic grant The Wave Foundation 1420 NW Gilman Rd 2314 Issaquah WA 98027 451288621 501(c)(3) 6208 philanthropic grant WINGS PO Box 95615 Palatine IL 60095 363456061 501(c)(3) 6159 philanthropic grant YWCA of San Diego County -Becky's House 1012 C Street San Diego CA 92101 951661119 501(c)(3) 7654 philanthropic grant HOUSTON AREA WOMEN'S CENTER 1010 WAUGH DRIVE HOUSTON TX 77019 742029166 501(c)(3) 7792 philanthropic grant 26 1 Educational Assistance Grants 31 36456 Member Assistance Grants 4 9481 Scholarship Grants 168 259162 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, 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. 0 0 0 0 0 0 0 0 0 Form 990, Part VII Line 5 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. X 3 28383 FMV 0 1 1 Part I, Line 32b: Stock donations are processed through investment manager. 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.