2017-05-18T11:42:46-05:00 2016-07-31 351178661 BLUE & CO LLC 12800 N MERIDIAN STREET SUITE 400 CARMEL IN 46032 990 2015-08-01 310949882 ALPHA CHI OMEGA FOUNDATION INC ALPH 3175795050 5939 CASTLE CREEK PKWY NORTH DRIVE INDIANAPOLIS IN 462504343 CHRISTINE LOUCK CHIEF FINANCIAL OFFICER 3175795050 2017-05-17 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2017-05-17 2015 2021-01-29 14:40:06Z KATIE GAFFIN 5939 CASTLE CREEK PKWY N INDPLS IN 46250 8567243 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 0 100 0 0 2030556 2614064 0 0 1120802 704627 0 0 3151358 3318691 1339464 1584013 0 0 527078 591939 0 0 513840 445142 589043 2311684 2764995 839674 553696 20611446 20913533 142493 894979 20468953 20018554 SUPPORT THE EDUCATIONAL AND PHILANTHROPIC PURPOSES OF ALPHA CHI OMEGA THROUGH EFFECTIVE FUNDRAISING AND STEWARDSHIP OF FINANCIAL RESOURCES. 0 0 119095 113140 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. 79328 51563 LEADERSHIP ACADEMY IS A FRATERNITY-SUPPORTED PROGRAM THAT PROVIDED TRAINING AND EDUCATION TO ALL CHAPTER PRESIDENTS, VICE PRESIDENTS OF INTELLECTUAL DEVELOPMENT AND VICE PRESIDENTS OF MEMBERSHIP PROGRAMMING. 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. 41228 41228 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. 1483891 1378082 1483891 1378082 1723542 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 6 0 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 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 CHRISTINE LOUCK 3175795050 5939 CASTLE CREEK PKWY N DR INDIANAPOLIS IN 462504343 X X AGGIE SMITH 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 SECRETARY 4.00 X X 0 0 0 ERIN TROIA CHIEF DEVELOPMENT OFFICER 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 MARY MCMURTRY WINKLER NATIONAL COUNCIL TRUSTEE 4.00 X 0 0 0 MARY PAT LAMBKE TRUSTEE 4.00 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 TAMI SHIELDS SILVERMAN CHIEF EXECUTIVE OFFICER 8.30 X 0 0 0 SALLY CUTLER INTERIM CEO 8.30 X 0 0 0 0 0 0 0 0 0 1 0 2614064 34887 2614064 597898 597898 5355281 5248552 106729 106729 106729 3318691 0 0 704627 1328833 1328833 255180 255180 22029 22029 503129 70889 230094 202146 24328 6473 11726 6129 42453 5860 20583 16010 16024 16024 19120 19120 69791 69791 39009 1250 14033 23726 61659 4498 9248 47913 10042 10042 36000 6480 16200 13320 99635 11559 42662 45414 103210 28020 8007 67183 8588 81 8507 DIRECT MAIL EXPENSE 71442 71442 BANK SERVICE CHARGES 18035 18035 LYRE EXPENSE 15000 4500 10500 TAXES & LICENSES 10419 10419 11069 9519 1550 2764995 1723542 527613 513840 1969461 3564611 376698 707290 523582 392708 0 891532 345300 12750 0 233969 200427 42130 33542 12607449 12278580 4025138 3440423 162706 151079 20611446 20913533 142493 894979 142493 894979 X 3376778 3632160 4639780 4293923 12452395 12092471 20468953 20018554 20611446 20913533 X 553696 -431142 -572953 X X 0 1 X 1 0 X 2356488 1702196 2592592 2030556 2614064 11295896 2356488 1702196 2592592 2030556 2614064 11295896 11295896 481824 538150 552678 580389 597898 2750939 14046835 0.80420 0.79720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 8839777 343253 327322 192126 54792 199867 9063567 0.75930 0.24070 0 0 171389 137847 33542 62580 62580 0 33542 ARTWORK 52950 C BENEFICIAL INTEREST IN PERPETUAL TR 3387473 C 3440423 X 2244805 -431142 -572953 -1004095 3248900 69791 69791 3318691 2695204 0 2695204 69791 69791 2764995 PART X, LINE 2: INCOME TAX STATUS: 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, 2016 AND 2015, 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 -584,715. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 11,762. 1 WOMEN'S SHELTER OF EAST TEXAS INC PO BOX 510 LUFKIN TX 75902 751694437 501(C)(3) 29000 PHILANTHROPIC GRANT REFUGE HOUSE PO BOX 20910 TALLAHASSSEE FL 32316 591869324 501(C)(3) 7886 PHILANTHROPIC GRANT SAAFE HOUSE PO BOX 1893 HUNTSVILLE TX 77342 760155364 501(C)(3) 11000 PHILANTHROPIC GRANT AMERICAN CANCER SOCIETY 101 WESTPARK DRIVE SUITE C ATHENS GA 30606 131788491 501(C)(3) 8360 PHILANTHROPIC GRANT PROJECT SAFE PO BOX 7532 ATHENS GA 30604 581908469 501(C)(3) 15635 PHILANTHROPIC GRANT CENTER FOR COMMUNITY SOLUTIONS 4508 MISSION BAY DRIVE SAN DIEGO CA 92109 956379598 501(C)(3) 10521 PHILANTHROPIC GRANT SOJOURN SHELTER FOR BATTERED WOMEN AND THEIR CHILDREN 1453 16TH ST SANTA MONICA CA 90404 310949882 501(C)(3) 26513 PHILANTHROPIC GRANT THE UMBRELLA CENTER FOR DOMESTIC VIOLENCE SERVICES 127 WASHINGTON AVENUE NORTH HAVEN CT 06473 222598799 501(C)(3) 22500 PHILANTHROPIC GRANT SAFEPLACE PO BOX 19454 AUSTIN TX 78760 741977853 501(C)(3) 45468 P THE WOMEN'S CENTER OF TARRANT COUNTY INC 1723 HEMPHILL ST FORT WORTH TX 76110 751501868 501(C)(3) 45502 PHILANTHROPIC GRANT GENESIS WOMEN'S SHELTER 4411 LEMMON AVE STE 201 DALLAS TX 75219 751881365 501(C)(3) 51150 PHILANTHROPIC GRANT A BETTER WAY SERVICES INC PO BOX 734 MUNCIE IN 47308 350868081 501(C)(3) 9616 PHILANTHROPIC GRANT FIU FOUNDATION 1120 SW 8TH STREET MIAMI FL 33199 237047106 501(C)(3) 8600 PHILANTHROPIC GRANT ALPHA CHI OMEGA FRATERNITY 5939 CASTLE CREEK PARKWAY N DRIVE INDIANAPOLIS IN 46250 350141875 501(C)(7) 581170 PHILANTHROPIC GRANT SAFE HAVEN OF TARRANT COUNTY 8701 BEDFORD EULESS ROAD HURST TX 76053 751670281 501(C)(3) 12308 PHILANTHROPIC GRANT SISTERCARE PO BOX 1029 COLUMBIA SC 29202 570722427 501(C)(3) 15000 PHILANTHROPIC GRANT YWCA EVANSTONNORTH SHORE 1215 CHURCH STREET EVANSVILLE IL 60201 362193618 501(C)(3) 5796 PHILANTHROPIC GRANT FAMILY SERVICES OF SETX 550 FANNIN STREET BEAUMONT TX 77701 741382713 501(C)(3) 5099 PHILANTHROPIC GRANT COURAGE CONNECTION 508 E CHURCH STREET CHAMPAIGN IL 61820 371346397 501(C)(3) 5796 PHILANTHROPIC GRANT WOMEN'S ADOVOCATES INC 588 GRAND AVENUE ST PAUL MN 55102 237310701 501(C)(3) 5188 PHILANTHROPIC GRANT A SAFE PLACE PO BOX 23006 OAKLAND CA 94623 942491881 501(C)(3) 5323 PHILANTHROPIC GRANT LAURA'S HOUSE 999 CORPORATE DRIVE SUITE 225 LADERA RANCH CA 92694 330621826 501(C)(3) 14428 PHILANTHROPIC GRANT BIG OAK RANCH PO BOX 507 SPRINGVILLE AL 35146 237413017 501(C)(3) 8000 PHILANTHROPIC GRANT THE SHAFER CENTER FOR CRISIS INTERVENTION 118 COLLEGE DRIVE HATTIESBURG MS 39406 640680352 501(C)(3) 12876 PHILANTHROPIC GRANT 23 1 EDUCATIONAL ASSISTANCE GRANTS 27 27725 MEMBER ASSISTANCE GRANTS 10 9122 SCHOLARSHIP GRANTS 159 218333 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 TAMI SHIELDS SILVERMAN, CHIEF EXECUTIVE OFFICER, IS COMPENSATED THROUGH ALPHA CHI OMEGA FRATERNITY. THE FRATERNITY IS UNRELATED TO THE FOUNDATION FOR 990 REPORTING PURPOSES. TOTAL COMPENSATION FROM THE FRATERNITY TO MS. SILVERMAN WAS 127,932 FOR CALENDAR YEAR 2015; $31,983 OF THAT SALARY WAS FOR SERVICES RENDERED TO THE FOUNDATION. X 6 34887 FMV 0 1 1 PART I, LINE 32B: STOCK DONATIONS ARE PROCESSED THROUGH INVESTMENT MANAGER. FORM 990, PART VI, SECTION B, LINE 11 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 CHIEF FINANCIAL OFFICER 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 HUMAN RESOURCE DIRECTOR. IF NOTIFIED OF A CONFLICT OF INTEREST, THE 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 -584,715. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 11,762. 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.