2017-05-18T14:28:38-05:00 2016-07-31 351178661 BLUE & CO LLC 12800 N MERIDIAN STREET SUITE 400 CARMEL IN 46032 990 2015-08-01 350141875 ALPHA CHI OMEGA FRATERNITY INC ALPH 3175795050 5939 CASTLE CREEK PARKWAY N DRIVE INDIANAPOLIS IN 46250 CHRISTINE LOUCK CHIEF FINANCIAL OFFICER 3175795050 2017-05-10 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2017-05-10 2015 2021-01-29 14:40:06Z KATIE GAFFIN 5939 CASTLE CREEK PKWY N INDPLS IN 46250 10179768 0 X WWW.ALPHACHIOMEGA.ORG X 1885 IN ENRICH THE LIVES OF MEMBERS THROUGH LIFETIME OPPORTUNITIES FOR FRIENDSHIP, LEADERSHIP, LEARNING, AND SERVICE. 6 6 109 7800 132890 0 6389737 6997729 216383 792134 70707 66784 1959006 1992524 8635833 9849171 82491 72031 0 0 2069121 2245911 0 0 0 5855857 6591123 8007469 8909065 628364 940106 15708984 18555394 10211856 12102794 5497128 6452600 ENRICH THE LIVES OF MEMBERS THROUGH LIFETIME OPPORTUNITIES FOR FRIENDSHIP, LEADERSHIP, LEARNING, AND SERVICE. 0 0 EFFORTS OF THE ORGANIZATION SPECIFIC TO PROGRAMS FOCUSING ON CHAPTERS SUPPORT FOCUS ON LEADERSHIP DEVELOPMENT, MEMBERSHIP GROWTH/RECRUITMENT, RISK MANAGEMENT, TRAINING MATERIALS FOR VOLUNTEERS WORKING WITH CHAPTERS, AND MEETINGS FROM HEADQUARTERS STAFF WITH THE CHAPTER. IT IS A PRACTICE OF THE ORGANIZATION TO PROVIDE A CHAPTER CONSULTANT TO EACH CHAPTER ANNUALLY TO ASSESS THE STRENGTHS, CHALLENGES, AND OPPORTUNITIES OF EACH CHAPTER AND TO AID IN A DEVELOPMENT PLAN FOR SUCCESS WITHIN THE CHAPTER. THE PRIMARY FOCUS OF LEADERSHIP PROGRAMS PROVIDED ARE TO ADDRESS KEY POPULATIONS WHICH THE ORGANIZATION SERVES, BOTH ALUMNAE AND COLLEGIATE MEMBERS, IN A COMPREHENSIVE WAY. LEADERSHIP PROGRAMS PROVIDED DEVELOP THE WHOLE INDIVIDUAL DURING COLLEGIATE YEARS AND CONTINUED GROWTH FOR A LIFETIME. LIFETIME ENGAGEMENT SEEKS TO PROVIDE LIFELONG OPPORTUNITIES FOR ALUMNAE MEMBERS VIA PROGRAMMING SPECIFICALLY FOR ALUMNAE MEMBERS, RESOURCES FOR ALUMNAE CHAPTERS, AND ENGAGEMENT MECHANISMS FOR ALL ALUMNAE MEMBERS. 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 34 0 1 109 1 1 1 0 0 0 0 7000 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 IN X CHRISTINE LOUCK 3175795050 5939 CASTLE CREEK PKWY N DR INDIANAPOLIS IN 462504343 X DIANE WILSON BLACKWELDER NATIONAL PRESIDENT 15.00 X X 0 0 0 ANGELA COSTLEY HARRIS VICE PRESIDENT 7.50 5.00 X X 0 0 0 MARY KACMARCIK BAKER VICE PRESIDENT 7.50 X X 0 0 0 MARY MCMURTY WINKLER VICE PRESIDENT 7.50 X X 0 0 0 JENNIFER DAURORA VICE PRESIDENT 7.50 X X 0 0 0 LYNNE BIGGIO HERNDON VICE PRESIDENT 7.50 X X 0 0 0 TAMI SHIELDS SILVERMAN CHIEF EXECUTIVE OFFICER 26.25 11.25 X 127932 0 0 SALLY CUTLER INTERIM CEO 26.26 11.25 X 0 0 0 127932 0 0 1 0 0 0 MARRIOTT BUSINESS SERVICES PO BOX 402642 ATLANTA GA 303842642 CONVENTION 2016 158985 JW MARRIOTT ORLANDO GRANDE LAKES 4040 CENTRAL FLORDIA PARKWAY ORLANDO FL 32837 CONVENTION 2016 150000 MARRIOTT INDIANAPOLIS 62960 COLLECTION DRIVE CHICAGO IL 606930960 LEADERSHIP ACADEMY 142256 MJ INSURANCE SORORITY DIVISION PO BOX 50435 INDIANAPOLIS IN 462500435 INSURANCE PREMIUMS 118139 4 6416559 581170 6997729 TRAINING REGISTRATION 900099 792134 792134 792134 66190 7568 58622 645251 571577 73674 70800 0 70800 70800 70800 271575 270981 594 594 594 72117 59616 12501 12501 REIMBURSEMENT FROM ALP 900099 627383 627383 REIMBURSEMENT FROM ALP 900099 458890 458890 177699 177699 1263972 9849171 2718552 132890 0 72031 39653 1818265 26487 204535 156971 72387 22500 5257 141438 910572 142678 1475367 1026316 17579 280640 259066 RENTAL EQUIPMENT 35014 PER CAPITA FEES 696111 REIMBURSED EXPENSES - F 627385 REIMBURSED EXPENSES - N 458890 419923 8909065 11784529 14481250 111909 65134 351150 904652 397495 358918 153235 44135 272639 195854 4078627 2504953 1789322 1573674 848705 931777 15708984 18555394 445300 1074520 844095 893137 391532 345300 8530929 9789837 10211856 12102794 X 5497128 6452600 5497128 6452600 15708984 18555394 940106 15366 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 339171 339171 2309780 1330631 979149 1429676 1174322 255354 1573674 AGENCY FUNDS HELD FOR OTHERS 2289837 LIABILITY FOR COLLEGIATE CHAPTERS 7500000 9789837 X 9924153 15366 59616 74982 9849171 0 9849171 8968681 59616 59616 8909065 0 8909065 PART X, LINE 2: THE FRATERNITY AND THE NHC ARE EACH ORGANIZED AS A NOT-FOR-PROFIT CORPORATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(7) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE LAWS. THE EXEMPTION IS ON ALL INCOME EXCEPT UNRELATED BUSINESS INCOME. AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION IS ANY TRADE OR BUSINESS WHICH IS NOT SUBSTANTIALLY RELATED TO THE EXERCISE OR PERFORMANCE OF ITS EXEMPT PURPOSE. INCOME EARNED FROM NON-MEMBERS IS RECOGNIZED AS UNRELATED BUSINESS INCOME TO THE EXTENT SUCH INCOME IS NOT SET ASIDE FOR CHARITABLE AND EDUCATIONAL PURPOSES. INCOME THAT IS PROPERLY SET ASIDE MUST BE USED FOR THE QUALIFYING PURPOSES OUTLINED IN THE SET ASIDE RESOLUTION. THE OUTSTANDING BALANCE OF FUNDS SET ASIDE AS OF JULY 31, 2016 AND 2015 WAS $161,132 AND $124,877 RESPECTIVELY. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION 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 ORGANIZATION, 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 CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH JULY 31, 2015. 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: COST OF GOODS SOLD 59,616. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 59,616. 1 ALPHA CHI OMEGA FOUNDATION 5939 CASTLE CREEK PKWY NORTH DRIVE INDIANAPOLIS IN 46250 310949882 501(C)(3) 72031 EDUCATIONAL GRANTS 1 PART I, LINE 2: THE ORGANIZATION GRANTS THEIR SET-ASIDE INCOME TO THE ALPHA CHI OMEGA FOUNDATION, INC. A SET-ASIDE AGREEMENT IS SIGNED BY BOTH ORGANIZATIONS STATING THAT THE FRATERNITY DESIRES TO DISTRIBUTE THE FUNDS TO AN EDUCATIONAL AND CHARITABLE ORGANIZATION TO COMPLY WITH REGULATIONS AND REQUIREMENTS OF THE INTERNAL REVENUE SERVICE. THE FOUNDATION ACCEPTS THE FUNDS AND AGREES TO DISTRIBUTE THE DOLLARS IN ACCORDANCE WITH THE REQUIREMENTS OF THE INTERNAL REVENUE SERVICE. 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 MEMBERS. 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 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 AMOUNT OF COMPENSATION CHARGED TO THE FRATERNITY IS REFLECTED ON PART IX, LINE 5, OFFICER'S COMPENSATION. 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. ALPHA CHI OMEGA NATIONAL HOUSING CORPORATION 5939 CASTLE CREEK PARKWAY NORTH DR INDIANAPOLIS IN 46250 351992276 HOUSING CORPORATION IN 501(C)(7) 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 ALPHA CHI OMEGA NATIONAL HOUSING CORPORATION Q 458890