CHI OMEGA FRATERNITY: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CHI OMEGA FRATERNITY (EIN 63-6050290)
Tax period
2015-07-01 to 2016-06-30
Filed
2016-11-07
IRS object ID
201603129349301850
Schema version
2015v2.1
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

FieldValueIRS element (for citing)
Return2016-11-07T13:27:54-06:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN631044933PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GREEK RESOURCE SERVICES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1880AddressLine1Txt
CityTUSCALOOSACityNm
State AbbreviationALStateAbbreviationCd
ZIP354031880ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN636050290EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHI OMEGA FRATERNITYBusinessNameLine1Txt
Business Name Line2NU BETA CHAPTERBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCHIOBusinessNameControlTxt
Phone2057587754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1880AddressLine1Txt
CityTUSCALOOSACityNm
State AbbreviationALStateAbbreviationCd
ZIP354031880ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY JANE YOUNGPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2057587754PhoneNum
Signature2016-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN T MURDOCKPreparerPersonNm
PTINP00639065PTIN
Phone2057587754PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANNA BETH LANCASTERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1880AddressLine1Txt
CityTUSCALOOSACityNm
State AbbreviationALStateAbbreviationCd
ZIP354031880ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$539,569GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption0273GroupExemptionNum
Organization501cYes (X)Organization501cInd
Website AddressWWW.NUBETACHIOMEGA.COMWebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation1922FormationYr
Legal Domicile StateALLegalDomicileStateCd
Activity Or MissionUNDERGRADUATE CHAPTER OF SOCIAL SORORITYActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$1,615TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$347,988PYContributionsGrantsAmt
CY Contributions Grants$372,371CYContributionsGrantsAmt
PY Program Service Revenue$242,314PYProgramServiceRevenueAmt
CY Program Service Revenue$146,923CYProgramServiceRevenueAmt
PY Investment Income$2,356PYInvestmentIncomeAmt
CY Investment Income$1,615CYInvestmentIncomeAmt
PY Other Revenue$17,395PYOtherRevenueAmt
CY Other Revenue$18,481CYOtherRevenueAmt
PY Total Revenue$610,053PYTotalRevenueAmt
CY Total Revenue$539,390CYTotalRevenueAmt
PY Grants And Similar Paid$34,575PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$38,734CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$471,489PYOtherExpensesAmt
CY Other Expenses$436,100CYOtherExpensesAmt
PY Total Expenses$506,064PYTotalExpensesAmt
CY Total Expenses$474,834CYTotalExpensesAmt
PY Revenues Less Expenses$103,989PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$64,556CYRevenuesLessExpensesAmt
Total Assets BOY$430,666TotalAssetsBOYAmt
Total Assets EOY$272,305TotalAssetsEOYAmt
Total Liabilities BOY$22,917TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$407,749NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$272,305NetAssetsOrFundBalancesEOYAmt
MissionMAINTAIN THE HIGH IDEALS AND STANDARDS OF CHI OMEGA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescCHAPTER ACTIVITIES - PROVIDED CHAPTER PROGRAMMING FOR MEMBERS OF AN UNDERGRADUATE CHAPTER OF NATIONAL COLLEGIATE SOCIAL SORORITY.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Initiation Fees And Cap Contri$20,302InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREEK RESOURCE SERVICESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2057587754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12118 8TH STREETAddressLine1Txt
CityTUSCALOOSACityNm
State AbbreviationALStateAbbreviationCd
ZIP35401ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ANNA BETH LANCASTER
PRESIDENT5.00Yes (X)$0$0$0
LAUREN LONGOBARDO
VICE PRESIDENT5.00Yes (X)$0$0$0
KATIE SMITHERMAN
SECRETARY5.00Yes (X)$0$0$0
MARY JANE YOUNG
TREASURER5.00Yes (X)$0$0$0
ALEXANDRA ANDREWS
PERSONNEL CHAIR2.00Yes (X)$0$0$0
ANN KAY ALEXANDER
NEW MEMBER EDUCATOR2.00Yes (X)$0$0$0
COLLIER OGIWIE
NEW MEMBER EDUCATOR2.00Yes (X)$0$0$0
WINDHAM MCGUIRE
SOCIAL CHAIR2.00Yes (X)$0$0$0
HOLLY SPRULL
T-SHIRT CHAIR2.00Yes (X)$0$0$0
BAILEY BROCK
RECRUITMENT CHAIRS2.00Yes (X)$0$0$0
LILLIAM ROTH
RECRUITMENT CHAIRS2.00Yes (X)$0$0$0
LESLIE ROLFE
HOUSE MANAGER2.00Yes (X)$0$0$0
VIRGINIA PITTMAN
PANHELLENIC DELEGATE2.00Yes (X)$0$0$0
MICKALYN SUMMERFORD
PHILANTHROPY CHAIR2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$370,609MembershipDuesAmt
All Other Contributions$1,762AllOtherContributionsAmt
Total Contributions$372,371TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NATIONAL FEES900099$86,977$86,977
CHAPTER ACTIVITIES900099$57,462$57,462
OTHER900099$2,484$2,484
FieldValueIRS element (for citing)
Total Program Service Revenue$146,923TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,615TotalRevenueColumnAmt
Unrelated Business Revenue$1,615UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$18,660FundraisingGrossIncomeAmt
Fundraising Direct Expenses$179FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,481TotalRevenueColumnAmt
Exclusion$18,481ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$539,390TotalRevenueColumnAmt
Related Or Exempt Func Income$146,923RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,615UnrelatedBusinessRevenueAmt
Exclusion$18,481ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$38,734TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,725TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,857TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
SOCIAL$121,920
NATIONAL FEES$83,912
RECRUITMENT$53,784
VICE PRESIDENT BUDGET$37,287

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$130,615TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$474,834TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$430,666BOYAmt
EOY$272,305EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$430,666BOYAmt
EOY$272,305EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$367BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$22,550BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,917BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$407,749BOYAmt
EOY$272,305EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$407,749BOYAmt
EOY$272,305EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$430,666BOYAmt
EOY$272,305EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$64,556ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$200,000OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1PANCAKE BREAKFASTEvent1Nm

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
MAKE-A-WISH FOUNDATION
244 GOODWIN CREST DRIVE SUITE 200BIRMINGHAMAL35209$36,684CONTRIBUTION
WORLD VISION
PO BOX 9716FEDERAL WAYWA98063$210CONTRIBUTION
SECRET MEALS FOR HUNGRY CHILD
PO BOX 862998TUSCALOOSAAL35486$100CONTRIBUTION
UNITED MITOCHONDRIAL DISEASE FOUNDATION
8085 SALTSBURG ROAD SUITE 201PITTSBURGHPA15239$500CONTRIBUTION
THE CLAIRE MARIE FOUNDATION
3501 N CHARLES STREETBALTIMOREMD21218$1,000CONTRIBUTION
TUSCALOOSA MENTAL HEALTH ALLIANCE
PO BOX 2322TUSCALOOSAAL354032322$90CONTRIBUTION
12TH MAN FOUNDATION
PO BOX 2800COLLEGE STATIONTX77841$150CONTRIBUTION

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION CONSISTS OF MEMBERS WHO BELONG TO A NATIONAL COLLEGIATE FRATERNITY.
FORM 990, PART VI, SECTION A, LINE 7AEACH MEMBER OF THE ORGANIZATION MAY ELECT MEMBERS WHO WILL THEN SERVE OVER THE ORGANIZATION AS THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11THE ORGANIZATION'S EXECUTIVE OFFICERS REVIEW THE FORM 990 WHEN IT IS COMPLETED AND IF ANY PART OF THE FORM IS IN QUESTION, THE EXECUTIVE OFFICERS CONTACT THE PREPARER TO ADDRESS THOSE QUESTIONS. SHOULD ANY CHANGES NEED TO BE MADE ON THE FORM, THESE CHANGES ARE PROMPTLY MADE AND THE FORM IS REPRINTED FOR THE EXECUTIVE OFFICERS TO REVIEW. AFTER THE FORM IS REVIEWED AND APPROVED, THE EXECUTIVE OFFICER SIGN THE RETURN AND IT IS MAILED TO OR FILED ELECTRONICALLY WITH THE IRS.
FORM 990, PART VI, SECTION C, LINE 19ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC BETWEEN REGULAR BUSINESS HOURS UPON REQUEST TO THE PRESIDENT OR TREASURER OF THE ORGANIZATION.
FORM 990, PART IX, LINE 24EPLEDGE TRAINER BUDGET 31086. PRESIDENT BUDGET 30396. CAMPUS & CHAPTER ACTIVITIES 26694. PANHELLENIC 13767. PHILANTHROPY 9791. BAD DEBTS & COLLECTIONS 6364. CHAPTER OPERATIONS 4869. PERSONNEL BUDGET 3111. CHAPTER SUPPLIES 2377. SECRETARY BUDGET 1338. GIFTS 754. SCHOLARSHIP 40. TREASURER BUDGET 28.
FORM 990, PART XI, LINE 9:TRANSFER TO HOUSE CORPORATION -200000.

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