2016-06-15T08:33:13-05:00 2015-07-31 351178661 BLUE & CO LLC 12800 N MERIDIAN STREET SUITE 400 CARMEL IN 46032 990 2014-08-01 310949882 ALPHA CHI OMEGA FOUNDATION INC ALPH 3175795050 5939 CASTLE CREEK PKWY NORTH DRIVE INDIANAPOLIS IN 462504343 CHRISTINE LOUCK CHIEF FINANCIAL OFFICER 3175795050 2016-06-14 1 ANGELA N CRAWFORD P00573197 3178488920 2016-06-14 2014 2016-08-17 19:52:53Z TAMI SHIELDS SILVERMAN 5939 CASTLE CREEK PKWY N INDPLS IN 46250 7471674 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. 17 17 11 100 0 0 2592591 2030556 0 0 1357536 1120802 0 0 3950127 3151358 1246676 1339464 0 0 610850 527078 0 0 386481 640113 445142 2497639 2311684 1452488 839674 19401931 20611446 417574 142493 18984357 20468953 SUPPORT THE EDUCATIONAL AND PHILANTHROPIC PURPOSES OF ALPHA CHI OMEGA THROUGH EFFECTIVE FUNDRAISING AND STEWARDSHIP OF FINANCIAL RESOURCES. 0 0 145226 145226 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. 48306 48306 LEADERSHIP ACADEMY IS A FRATERNITY-SUPPORTED PROGRAM THAT PROVIDED TRAINING AND EDUCATION TO ALL CHAPTER PRESIDENTS, VICE PRESIDENTS OF NEW MEMBER EDUCATION AND VICE PRESIDENTS OF PR AND MARKETING. 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. 34975 34975 LIFE SKILLS TRAINING WORKSHOPS WERE HELD THIS YEAR TO PROVIDE NATIONAL LEARNING OPPORTUNITIES FOR CHAPTER RECRUITMENT OFFICERS AND COMMITTEE MEMBERS TO FOCUS ON CONVERSATION, NETWORKING, AND PRESENTATION SKILLS. THESE TRAININGS WORK TO PREPARE OUR COLLEGIATE MEMBERS FOR INTERNSHIPS AND THEIR POST-COLLEGIATE YEARS BY FOCUSING ON MARKETING AND BRANDING FOR BOTH PERSONAL AND PROFESSIONAL SETTINGS. 1246019 1110957 1246019 1110957 1474526 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 9 0 1 11 1 0 0 0 0 0 0 0 0 0 0 X 17 17 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 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 BEVERLY SANDEEN 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 MARY MCMURTRY WINKLER NATIONAL VICE PRESIDENT 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 KELLY SUNTRUP STUDENT TRUSTEE 4.00 X 0 0 0 KELSEY MONTGOMERY STUDENT TRUSTEE 4.00 X 0 0 0 HOLLY PYPER STUDENT TRUSTEE 4.00 X 0 0 0 ELIZABETH KEMINS STUDENT 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 0 0 0 0 0 0 0 0 2030556 31509 2030556 580389 580389 4860729 4320316 540413 540413 540413 3151358 0 0 1120802 1140158 1140158 199306 199306 455829 88071 204320 163438 33750 9290 15815 8645 37499 7565 16726 13208 10587 10587 16950 16950 71381 71381 21392 1250 16201 3941 50279 4175 8074 38030 8701 8701 52000 9360 23400 19240 81550 9639 37796 34115 11400 1212 256 9932 8602 91 8511 DIRECT MAIL EXPENSE 75945 75945 BANK SERVICE CHARGES 14576 14576 LYRE EXPENSE 10500 10500 TAXES & LICENSES 5413 5413 5866 4500 390 976 2311684 1474526 450677 386481 1421406 1969461 1030393 376698 851384 523582 718054 695766 7081 12750 233969 191839 50732 42130 11646054 12607449 3315688 4025138 361139 358472 19401931 20611446 417574 142493 417574 142493 X 2602288 3376778 4749104 4639780 11632965 12452395 18984357 20468953 19401931 20611446 X 839674 -67834 712756 X X 0 1 X 1 0 X 1395337 2356488 1702196 2592592 2030556 10077169 1395337 2356488 1702196 2592592 2030556 10077169 10077169 409731 481824 538150 552678 580389 2562772 741 741 12640682 0.79720 0.80450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 7973896 170119 1049526 118710 49860 185194 8839777 0.71050 0.28950 0 0 171389 129341 42048 62580 62498 82 42130 ARTWORK 52950 C BENEFICIAL INTEREST IN PERPETUAL TRUST 3972188 F 4025138 X 3724899 -67834 712756 644922 3079977 71381 71381 3151358 2240303 0 2240303 71381 71381 2311684 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, 2015 AND 2014, 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 709,450. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 3,306. 1 WOMEN'S SHELTER OF EAST TEXAS INC PO BOX 510 LUFKIN TX 75902 751694437 501(C)(3) 5000 PHILANTHROPIC GRANT MY SISTER'S HOUSE 2353 BOLTON RD ATLANTA GA 30318 580572430 501(C)(3) 5359 PHILANTHROPIC GRANT DOMESTIC VIOLENCE INTERVENTION CENTER PO BOX 2183 OPELIKA AL 36803 630818014 501(C)(3) 5412 PHILANTHROPIC GRANT FRIENDSHIP HOME PO BOX 30268 LINCOLN NE 69503 470619855 501(C)(3) 5760 PHILANTHROPIC GRANT REFUGE HOUSE PO BOX 20910 TALLAHASSSEE FL 32316 591869324 501(C)(3) 5930 PHILANTHROPIC GRANT SAAFE HOUSE PO BOX 1893 HUNTSVILLE TX 77342 760155364 501(C)(3) 5940 PHILANTHROPIC GRANT FAMILY ABUSE CENTER PO BOX 20395 WACO TX 76702 742080943 501(C)(3) 6062 PHILANTHROPIC GRANT YWCA NASHVILLE 1608 WOODMONT BLVD NASHVILLE TN 37215 620475702 501(C)(3) 6396 PHILANTHROPIC GRANT ACCESS PO BOX 1429 AMES IA 50014 421052613 501(C)(3) 6514 PHILANTHROPIC GRANT THE SHELTER FOR HELP IN EMERGENCY PO BOX 1013 CHARLOTTESVILLE VA 22902 541082222 501(C)(3) 6610 PHILANTHROPIC GRANT CENTER FOR COMMUNITY SOLUTIONS 4508 MISSION BAY DRIVE SAN DIEGO CA 92109 956379598 501(C)(3) 7695 PHILANTHROPIC GRANT YWCA OKLAHOMA CITY 2460 NW 39TH ST OKLAHOMA CITY OK 73112 730579272 501(C)(3) 8000 PHILANTHROPIC GRANT WINGS OF HOPE 3800 N WASHINGTON AVE STILLWATER OK 74075 731097811 501(C)(3) 8060 PHILANTHROPIC GRANT AMERICAN CANCER SOCIETY 250 WILLIAMS ST ATLANTA GA 30303 131788491 501(C)(3) 9000 PHILANTHROPIC GRANT CENTER FOR COMMUNITY SOLUTIONS 4508 MISSION BAY DRIVE SAN DIEGO CA 92109 956379598 501(C)(3) 9000 PHILANTHROPIC GRANT PROJECT SAFE PO BOX 7532 ATHENS GA 30604 581908469 501(C)(3) 9900 PHILANTHROPIC GRANT WOMEN AGAINST ABUSE 100 SOUTH BROAD ST STE 1341 PHILADELPHIA PA 19110 231984838 501(C)(3) 10961 PHILANTHROPIC GRANT SOJOURN SHELTER FOR BATTERED WOMEN AND THEIR CHILDREN 1453 16TH ST SANTA MONICA CA 90404 310949882 501(C)(3) 11203 PHILANTHROPIC GRANT CENTER FOR COMMUNITY SOLUTIONS 4508 MISSION BAY DRIVE SAN DIEGO CA 92109 956379598 501(C)(3) 11551 PHILANTHROPIC GRANT SOJOURN SHELTER FOR BATTERED WOMEN AND THEIR CHILDREN 1453 16TH ST SANTA MONICA CA 90404 310949882 501(C)(3) 15699 PHILANTHROPIC GRANT FAMILY CRISIS CENTER OF EAST TEXAS PO BOX 510 LUFKIN TX 75902 751694437 501(C)(3) 19000 PHILANTHROPIC GRANT TWIN CITY MISSION-PHOEBE'S HOME PO BOX 3490 BRYAN TX 77805 741533639 501(C)(3) 20295 PHILANTHROPIC GRANT THE UMBRELLA CENTER FOR DOMESTIC VIOLENCE SERVICES 435 E MAIN ST ANSONIA CT 06401 222598799 501(C)(3) 23850 PHILANTHROPIC GRANT TWIN CITY MISSION-PHOEBE'S HOME PO BOX 3490 BRYAN TX 77805 741533639 501(C)(3) 25515 PHILANTHROPIC GRANT SAFEPLACE PO BOX 19454 AUSTIN TX 78760 741977853 501(C)(3) 33952 P THE WOMEN'S CENTER OF TARRANT COUNTY INC 1723 HEMPHILL ST FORT WORTH TX 76110 751501868 501(C)(3) 46987 PHILANTHROPIC GRANT GENESIS WOMEN'S SHELTER 4411 LEMMON AVE STE 201 DALLAS TX 75219 751881365 501(C)(3) 49503 PHILANTHROPIC GRANT A NEW LEAF - AUTUMN HOUSE 868 E UNIVERSITY DR MESA AZ 85203 860256667 501(C)(3) 9000 PHILANTHROPIC GRANT ALTERNATIVES TO DOMESTIC VIOLENCE 4150 LATHAM ST SUITE A RIVERSIDE CA 92501 953212844 501(C)(3) 11965 PHILANTHROPIC GRANT A BETTER WAY SERVICES INC PO BOX 734 MUNCIE IN 47308 350868081 501(C)(3) 14248 PHILANTHROPIC GRANT FIU FOUNDATION 1120 SW 8TH STREET MIAMI FL 33199 237047106 501(C)(3) 6268 PHILANTHROPIC GRANT JUNIOR LEAGUE OF MIAMI 713 BILTMORE WAY CORAL GABLES FL 33134 590637869 501(C)(3) 6268 PHILANTHROPIC GRANT THE LOGDE MIAMI PO BOX 470728 MIAMI FL 33247 270077139 501(C)(3) 6268 PHILANTHROPIC GRANT 33 0 EDUCATIONAL ASSISTANCE GRANTS 11 29160 MEMBER ASSISTANCE GRANTS 6 3851 SCHOLARSHIP GRANTS 113 166295 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. X 6 31509 0 1 1 PART I, LINE 32B: STOCK DONATIONS ARE PROCESSED THROUGH INVESTMENT MANAGER. FORM 990, PART VI, SECTION A, LINE 4 THE FOUNDATION CHANGED ITS BYLAWS TO EXPAND THE BOARD TO 18 MEMBERS FROM THE PREVIOUS 12 MEMBERS. 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 FOUNDATION REIMBURSED THE FRATERNITY FOR $26,991 FOR THE CHIEF EXECUTIVE OFFICER'S SALARY FOR THE CALENDAR YEAR 2014. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 709,450. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 3,306. 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.