ALPHA CHI OMEGA FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ALPHA CHI OMEGA FOUNDATION INC (EIN 31-0949882)
- Tax period
- 2013-08-01 to 2014-07-31
- Filed
- 2015-03-12
- IRS object ID
- 201510719349300906
- Schema version
- 2013v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-12T09:22:10-05:00 | ReturnTs |
| Tax Period End | 2014-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 N MERIDIAN STREET SUITE 400 | AddressLine1 |
| City | CARMEL | City |
| State | IN | State |
| ZIP Code | 46032 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310949882 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPHA CHI OMEGA FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALPH | BusinessNameControlTxt |
| Phone | 3175795050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5939 CASTLE CREEK PKWY NORTH DRIVE | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462504343 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMI SHIELDS SILVERMAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3175795050 | PhoneNum |
| Signature | 2015-03-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA N CRAWFORD | PreparerPersonNm |
| PTIN | P00573197 | PTIN |
| Phone | 3178488920 | PhoneNum |
| Preparation | 2015-03-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TAMI SHIELDS SILVERMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5939 CASTLE CREEK PKWY N | AddressLine1 |
| City | INDPLS | City |
| State | IN | State |
| ZIP Code | 46250 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,615,650 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALPHACHIOMEGA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,702,196 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,592,591 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,000,548 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,357,536 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,702,744 | PYTotalRevenueAmt |
| CY Total Revenue | $3,950,127 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,036,692 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,246,676 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $616,899 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $610,850 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $547,080 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $387,506 | PYOtherExpensesAmt |
| CY Other Expenses | $640,113 | CYOtherExpensesAmt |
| PY Total Expenses | $2,041,097 | PYTotalExpensesAmt |
| CY Total Expenses | $2,497,639 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $661,647 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,452,488 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,211,529 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,401,931 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $220,973 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $417,574 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,990,556 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,984,357 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SUPPORT THE EDUCATIONAL AND PHILANTHROPIC PURPOSES OF ALPHA CHI OMEGA THROUGH EFFECTIVE FUNDRAISING AND STEWARDSHIP OF FINANCIAL RESOURCES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $153,867 | ExpenseAmt |
| Grant | $153,867 | GrantAmt |
| Desc | 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 ALL 134 COLLEGIATE CHAPTERS IN 2012-13. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $38,575 | ExpenseAmt |
| Grant | $38,575 | GrantAmt |
| Desc | LEADERSHIP ACADEMY IS A FRATERNITY-SUPPORTED PROGRAM THAT PROVIDED TRAINING AND EDUCATION TO ALL CHAPTER PRESIDENTS, VICE PRESIDENTS OF RISK MANAGEMENT, CHAPTER ADVISORS AND PROVINCE COLLEGIATE CHAIRS. 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $26,321 | ExpenseAmt |
| Grant | $26,321 | GrantAmt |
| Desc | TWO 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,229,467 | ExpenseAmt |
| Grant | $1,027,913 | GrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,229,467 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,027,913 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $1,448,230 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAMI SHIELDS SILVERMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3175795050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5939 CASTLE CREEK PKWY N DR | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462504343 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MARY KACMARCIK BAKER | ||||||
| CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DIANE WILSON BLACKWELDER | ||||||
| NATIONAL PRESIDENT | 4.00 | Yes (X) | $0 | $0 | $0 | |
| DONNA SMITH CHERECK | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER DIEDERICH HEALY | ||||||
| NATIONAL COUNCIL TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| JILL VEIGEL JAVORS | ||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MERLYNN HARRIS PITCHER | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| CARMEN BECKER RENE | ||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARLENE WHITEHEAD SMALL | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| AGGIE SMITH STEINER | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| MARY MCMURTRY WINKLER | ||||||
| NATIONAL VICE PRESIDENT | 4.00 | Yes (X) | $0 | $0 | $0 | |
| MARY PAT LAMBKE | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| JUDY KUERGELEIS SCHMUCK | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| TAMI SHIELDS SILVERMAN | ||||||
| EXECUTIVE DIRECTOR | 12.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,592,591 | AllOtherContributionsAmt |
| Noncash Contributions | $303,007 | NoncashContributionsAmt |
| Total Contributions | $2,592,591 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $552,678 | TotalRevenueColumnAmt |
| Exclusion | $552,678 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,470,381 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,665,523 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $804,858 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $804,858 | TotalRevenueColumnAmt |
| Exclusion | $804,858 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,950,127 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,357,536 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,052,287 | TotalAmt |
| Program Services | $1,052,287 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,389 | TotalAmt |
| Program Services | $194,389 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,265 | TotalAmt |
| Program Services | $92,841 | ProgramServicesAmt |
| Management And General | $236,978 | ManagementAndGeneralAmt |
| Fundraising | $189,446 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,690 | TotalAmt |
| Program Services | $12,331 | ProgramServicesAmt |
| Management And General | $21,144 | ManagementAndGeneralAmt |
| Fundraising | $13,215 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,895 | TotalAmt |
| Program Services | $7,561 | ProgramServicesAmt |
| Management And General | $21,376 | ManagementAndGeneralAmt |
| Fundraising | $15,958 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,539 | TotalAmt |
| Management And General | $19,539 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,600 | TotalAmt |
| Management And General | $15,600 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,298 | TotalAmt |
| Management And General | $64,298 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,018 | TotalAmt |
| Program Services | $2,361 | ProgramServicesAmt |
| Management And General | $10,088 | ManagementAndGeneralAmt |
| Fundraising | $6,569 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,469 | TotalAmt |
| Program Services | $7,575 | ProgramServicesAmt |
| Management And General | $19,893 | ManagementAndGeneralAmt |
| Fundraising | $63,001 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,301 | TotalAmt |
| Management And General | $9,301 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,000 | TotalAmt |
| Program Services | $9,360 | ProgramServicesAmt |
| Management And General | $23,400 | ManagementAndGeneralAmt |
| Fundraising | $19,240 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,938 | TotalAmt |
| Program Services | $11,835 | ProgramServicesAmt |
| Management And General | $29,716 | ManagementAndGeneralAmt |
| Fundraising | $35,387 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,940 | TotalAmt |
| Program Services | $52,790 | ProgramServicesAmt |
| Management And General | $12,489 | ManagementAndGeneralAmt |
| Fundraising | $91,661 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,629 | TotalAmt |
| Management And General | $112 | ManagementAndGeneralAmt |
| Fundraising | $8,517 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DIRECT MAIL EXPENSE | $89,570 | $89,570 | |
| BANK SERVICE CHARGES | $10,963 | $10,963 | |
| LYRE EXPENSE | $10,500 | $10,500 | |
| TAXES & LICENSES | $7,094 | $7,094 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,254 | TotalAmt |
| Program Services | $4,900 | ProgramServicesAmt |
| Management And General | $338 | ManagementAndGeneralAmt |
| Fundraising | $4,016 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,497,639 | TotalAmt |
| Program Services | $1,448,230 | ProgramServicesAmt |
| Management And General | $502,329 | ManagementAndGeneralAmt |
| Fundraising | $547,080 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,069,877 | BOYAmt |
| EOY | $1,421,406 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,762 | BOYAmt |
| EOY | $1,030,393 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $822,621 | BOYAmt |
| EOY | $851,384 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $739,545 | BOYAmt |
| EOY | $718,054 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,000 | BOYAmt |
| EOY | $7,081 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $233,969 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $183,237 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,361 | BOYAmt |
| EOY | $50,732 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,988,028 | BOYAmt |
| EOY | $11,646,054 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,045,466 | BOYAmt |
| EOY | $3,315,688 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,869 | BOYAmt |
| EOY | $361,139 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,211,529 | BOYAmt |
| EOY | $19,401,931 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,973 | BOYAmt |
| EOY | $417,574 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,973 | BOYAmt |
| EOY | $417,574 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,381,708 | BOYAmt |
| EOY | $2,602,288 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,807,855 | BOYAmt |
| EOY | $4,749,104 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,800,993 | BOYAmt |
| EOY | $11,632,965 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,990,556 | BOYAmt |
| EOY | $18,984,357 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,211,529 | BOYAmt |
| EOY | $19,401,931 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,452,488 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $265,217 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $276,096 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $949,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,395,337 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,356,488 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,702,196 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,592,592 | CurrentTaxYearAmt |
| Total | $8,996,214 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $949,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,395,337 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,356,488 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,702,196 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,592,592 | CurrentTaxYearAmt |
| Total | $8,996,214 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $8,996,214 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $203,110 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $409,731 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $481,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $538,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $552,678 | CurrentTaxYearAmt |
| Total | $2,185,493 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $582 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $741 | CurrentTaxYearMinus3YearsAmt |
| Total | $1,323 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,183,030 | TotalSupportAmt |
| Public Support CY170 | 0.80450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78750 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,509,203 | BeginningYearBalanceAmt |
| Contributions | $567,465 | ContributionsAmt |
| Investment Earnings Or Losses | $1,214,967 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $283,472 | GrantsOrScholarshipsAmt |
| Other Expenditures | $70,404 | OtherExpendituresAmt |
| Administrative Expenses | $227,198 | AdministrativeExpensesAmt |
| End Year Balance | $11,710,561 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,063,567 | BeginningYearBalanceAmt |
| Contributions | $355,084 | ContributionsAmt |
| Investment Earnings Or Losses | $1,557,296 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $203,164 | GrantsOrScholarshipsAmt |
| Other Expenditures | $58,719 | OtherExpendituresAmt |
| Administrative Expenses | $204,861 | AdministrativeExpensesAmt |
| End Year Balance | $10,509,203 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,839,777 | BeginningYearBalanceAmt |
| Contributions | $343,253 | ContributionsAmt |
| Investment Earnings Or Losses | $327,322 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $192,126 | GrantsOrScholarshipsAmt |
| Other Expenditures | $54,792 | OtherExpendituresAmt |
| Administrative Expenses | $199,867 | AdministrativeExpensesAmt |
| End Year Balance | $9,063,567 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,973,896 | BeginningYearBalanceAmt |
| Contributions | $170,119 | ContributionsAmt |
| Investment Earnings Or Losses | $1,049,526 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $118,710 | GrantsOrScholarshipsAmt |
| Other Expenditures | $49,860 | OtherExpendituresAmt |
| Administrative Expenses | $185,194 | AdministrativeExpensesAmt |
| End Year Balance | $8,839,777 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,251,740 | BeginningYearBalanceAmt |
| Contributions | $150,932 | ContributionsAmt |
| Investment Earnings Or Losses | $821,461 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $47,172 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $203,065 | AdministrativeExpensesAmt |
| End Year Balance | $7,973,896 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.71470 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28530 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $171,389 | OtherCostOrOtherBasisAmt |
| Depreciation | $120,830 | DepreciationAmt |
| Book Value | $50,559 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $62,580 | OtherCostOrOtherBasisAmt |
| Depreciation | $62,407 | DepreciationAmt |
| Book Value | $173 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $50,732 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ARTWORK | $52,950 | C |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $3,262,738 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,315,688 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,427,142 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $265,217 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $276,096 | OtherRevenueAmt |
| Revenue Not Reported | $541,313 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,885,829 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $64,298 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $64,298 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,950,127 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,433,341 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,433,341 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $64,298 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $64,298 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,497,639 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | EXPLANATION: 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, 2014 AND 2013, 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. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 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 270,222. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 5,874. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (24 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ALTERNATIVES TO DOMESTIC VIOLENCE | ||||||||
| PO BOX 910 | RIVERSIDE | CA | 92502 | 953212844 | 501(C)(3) | $10,792 | PHILANTHROPIC GRANT | |
| AMERICAN RED CROSS | ||||||||
| 2025 E ST | WASHINGTON | DC | 20006 | 530196605 | 501(C)(3) | $7,918 | PHILANTHROPIC GRANT | |
| BH CARE - THE UMBRELLA CENTER FOR DOMESTIC VIOLENCE SERVICES | ||||||||
| 127 WASHINGTON AVENUE | NEW HAVEN | CT | 06519 | 222598799 | 501(C)(3) | $22,950 | PHILANTHROPIC GRANT | |
| CENTER FOR COMMUNITY SOLUTIONS | ||||||||
| 4508 MISSION BAY DRIVE | SAN DIEGO | CA | 92109 | 956379598 | 501(C)(3) | $6,467 | PHILANTHROPIC GRANT | |
| DOMESTIC ABUSE INTERVENTION SERVICES | ||||||||
| PO BOX 1761 | MADISON | WI | 53701 | 391268238 | 501(C)(3) | $5,000 | PHILANTHROPIC GRANT | |
| DOMESTIC VIOLENCE SOLUTIONS FOR SANTA BARBARA COUNTY | ||||||||
| PO BOX 1536 | SANTA BARBARA | CA | 93102 | 953495141 | 501(C)(3) | $6,615 | PHILANTHROPIC GRANT | |
| EASTER SEALS | ||||||||
| 233 SOUTH WACKER DRIVE SUITE 2400 | CHICAGO | IL | 60606 | 352171729 | 501(C)(3) | $7,691 | PHILANTHROPIC GRANT | |
| FAMILY ABUSE SERVICES OF ALAMANCE COUNTY | ||||||||
| 1950 MARTIN STREET | BURLINGTON | NC | 27217 | 561198802 | 501(C)(3) | $6,954 | PHILANTHROPIC GRANT | |
| FRIENDSHIP HOME | ||||||||
| PO BOX 85358 | LINCOLN | NE | 68501 | 470619855 | 501(C)(3) | $12,294 | PHILANTHROPIC GRANT | |
| GENESIS WOMEN'S SHELTER | ||||||||
| 4411 LEMMON AVENUE SUITE 201 | DALLAS | TX | 75219 | 751881365 | 501(C)(3) | $34,500 | PHILANTHROPIC GRANT | |
| HOUSTON AREA WOMEN'S CENTER | ||||||||
| 1010 WAUGH DRIVE | HOUSTON | TX | 77019 | 742029166 | 501(C)(3) | $5,873 | PHILANTHROPIC GRANT | |
| HUBBARD HOUSE | ||||||||
| PO BOX 4909 | JACKSONVILLE | FL | 32201 | 591814365 | 501(C)(3) | $6,605 | PHILANTHROPIC GRANT | |
| PARTNERS IN PREVENTION | ||||||||
| 2525 ARAPAHOE AVE | BOULDER | CO | 80302 | 364492506 | 501(C)(3) | $5,490 | PHILANTHROPIC GRANT | |
| PROJECT SAFE | ||||||||
| PO BOX 7532 | ATHENS | GA | 30604 | 581908469 | 501(C)(3) | $5,061 | PHILANTHROPIC GRANT | |
| REFUGE HOUSE | ||||||||
| PO BOX 20910 | TALLAHASSEE | FL | 32316 | 591869324 | 501(C)(3) | $15,431 | PHILANTHROPIC GRANT | |
| RELAY FOR LIFE (AMERICAN CANCER SOCIETY) | ||||||||
| 1684 BARNETT SHOALS RD | ATHENS | GA | 30605 | 131788491 | 501(C)(3) | $8,750 | PHILANTHROPIC GRANT | |
| SOJOURN SHELTER FOR BATTERED WOMEN & THEIR CHILDREN | ||||||||
| 1453 16TH STREET | SANTA MONICA | CA | 90404 | 956143865 | 501(C)(3) | $22,457 | PHILANTHROPIC GRANT | |
| THE WOMEN'S CENTER | ||||||||
| 1723 HEMPHILL | FORT WORTH | TX | 76110 | 751501868 | 501(C)(3) | $48,494 | PHILANTHROPIC GRANT | |
| TRUE NORTH | ||||||||
| PO BOX 1367 | COLUMBIA | MO | 65205 | 431483863 | 501(C)(3) | $6,700 | PHILANTHROPIC GRANT | |
| WOMEN'S SHELTER OF EAST TEXAS | ||||||||
| PO BOX 510 | LUFKIN | TX | 75902 | 751694437 | 501(C)(3) | $7,500 | PHILANTHROPIC GRANT | |
| YWCA OF NASHVILLE AND MIDDLE TENNESSEE | ||||||||
| 1608 WOODMONT BOULEVARD | NASHVILLE | TN | 37215 | 620475702 | 501(C)(3) | $11,070 | PHILANTHROPIC GRANT | |
| A BETTER WAY SERVICES INC | ||||||||
| PO BOX 734 | MUNCIE | IN | 47308 | 350868081 | 501(C)(3) | $10,413 | PHILANTHROPIC GRANT | |
| ACCESS | ||||||||
| PO BOX 1429 | AMES | IA | 50014 | 421052613 | 501(C)(3) | $5,573 | PHILANTHROPIC GRANT | |
| ALPHA CHI OMEGA FRATERNITY INC | ||||||||
| 5939 CASTLE CREEK PARKWAY NORTH | INDIANAPOLIS | IN | 46250 | 350141875 | 501(C)(7) | $438,134 | PHILANTHROPIC GRANT | DRIVE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 23 | Total501c3OrgCnt |
| Total Other Org | 24 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| EDUCATIONAL ASSISTANCE GRANTS | 23 | $21,835 |
| MEMBER ASSISTANCE GRANTS | 6 | $5,318 |
| SCHOLARSHIP GRANTS | 145 | $131,841 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $303,007 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | STOCK DONATIONS ARE PROCESSED THROUGH INVESTMENT MANAGER. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 CONTROLLER AND EXECUTIVE DIRECTOR 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 EXECUTIVE DIRECTOR 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 EXECUTIVE DIRECTOR 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 EXECUTIVE DIRECTOR IS COMPENSATED THOUGH THE ALPHA CHI OMEGA FRATERNITY, BUT ALSO SERVES AS THE EXECUTIVE DIRECTOR 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 EXECUTIVE DIRECTOR'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 $27,926 FOR THE EXECUTIVE DIRECTOR'S SALARY FOR THE CALENDAR YEAR 2013. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 270,222. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 5,874. |
| 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. |