2015-03-12T09:22:10-05:00 2014-07-31 351178661 BLUE & CO LLC 12800 N MERIDIAN STREET SUITE 400 CARMEL IN 46032 990 2013-08-01 310949882 ALPHA CHI OMEGA FOUNDATION INC ALPH 3175795050 5939 CASTLE CREEK PKWY NORTH DRIVE INDIANAPOLIS IN 462504343 TAMI SHIELDS SILVERMAN EXECUTIVE DIRECTOR 3175795050 2015-03-05 1 ANGELA N CRAWFORD P00573197 3178488920 2015-03-05 2013 2016-03-07 17:11:31Z TAMI SHIELDS SILVERMAN 5939 CASTLE CREEK PKWY N INDPLS IN 46250 6615650 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. 12 12 12 100 0 0 1702196 2592591 0 0 1000548 1357536 0 0 2702744 3950127 1036692 1246676 0 0 616899 610850 0 0 547080 387506 640113 2041097 2497639 661647 1452488 17211529 19401931 220973 417574 16990556 18984357 SUPPORT THE EDUCATIONAL AND PHILANTHROPIC PURPOSES OF ALPHA CHI OMEGA THROUGH EFFECTIVE FUNDRAISING AND STEWARDSHIP OF FINANCIAL RESOURCES. 0 0 153867 153867 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. 38575 38575 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. 26321 26321 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. 1229467 1027913 1229467 1027913 1448230 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 6 0 1 12 1 0 0 0 0 0 0 0 0 0 0 X 12 12 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 TAMI SHIELDS SILVERMAN 3175795050 5939 CASTLE CREEK PKWY N DR INDIANAPOLIS IN 462504343 X X MARY KACMARCIK BAKER CHAIR 10.00 X X 0 0 0 DIANE WILSON BLACKWELDER NATIONAL PRESIDENT 4.00 X 0 0 0 DONNA SMITH CHERECK TRUSTEE 4.00 X 0 0 0 JENNIFER DIEDERICH HEALY NATIONAL COUNCIL TRUSTEE 4.00 X 0 0 0 JILL VEIGEL JAVORS SECRETARY 4.00 X X 0 0 0 MERLYNN HARRIS PITCHER TRUSTEE 4.00 X 0 0 0 CARMEN BECKER RENE TREASURER 4.00 X X 0 0 0 MARLENE WHITEHEAD SMALL TRUSTEE 4.00 X 0 0 0 AGGIE SMITH STEINER 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 TAMI SHIELDS SILVERMAN EXECUTIVE DIRECTOR 12.00 X 0 0 0 0 0 0 0 0 0 0 0 2592591 303007 2592591 552678 552678 3470381 2665523 804858 804858 804858 3950127 0 0 1357536 1052287 1052287 194389 194389 519265 92841 236978 189446 46690 12331 21144 13215 44895 7561 21376 15958 19539 19539 15600 15600 64298 64298 19018 2361 10088 6569 90469 7575 19893 63001 9301 9301 52000 9360 23400 19240 76938 11835 29716 35387 156940 52790 12489 91661 8629 112 8517 DIRECT MAIL EXPENSE 89570 89570 BANK SERVICE CHARGES 10963 10963 LYRE EXPENSE 10500 10500 TAXES & LICENSES 7094 7094 9254 4900 338 4016 2497639 1448230 502329 547080 1069877 1421406 106762 1030393 822621 851384 739545 718054 6000 7081 233969 183237 59361 50732 10988028 11646054 3045466 3315688 373869 361139 17211529 19401931 220973 417574 220973 417574 X 2381708 2602288 3807855 4749104 10800993 11632965 16990556 18984357 17211529 19401931 X 1452488 265217 276096 X X 0 1 X 1 0 X 949601 1395337 2356488 1702196 2592592 8996214 949601 1395337 2356488 1702196 2592592 8996214 8996214 203110 409731 481824 538150 552678 2185493 582 741 1323 11183030 0.80450 0.78750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 7251740 150932 821461 47172 203065 7973896 0.71470 0.28530 0 0 171389 120830 50559 62580 62407 173 50732 ARTWORK 52950 C BENEFICIAL INTEREST IN PERPETUAL TRUST 3262738 F 3315688 X 4427142 265217 276096 541313 3885829 64298 64298 3950127 2433341 0 2433341 64298 64298 2497639 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. 1 ALTERNATIVES TO DOMESTIC VIOLENCE PO BOX 910 RIVERSIDE CA 92502 953212844 501(C)(3) 10792 PHILANTHROPIC GRANT AMERICAN RED CROSS 2025 E ST WASHINGTON DC 20006 530196605 501(C)(3) 7918 PHILANTHROPIC GRANT BH CARE - THE UMBRELLA CENTER FOR DOMESTIC VIOLENCE SERVICES 127 WASHINGTON AVENUE NEW HAVEN CT 06519 222598799 501(C)(3) 22950 PHILANTHROPIC GRANT CENTER FOR COMMUNITY SOLUTIONS 4508 MISSION BAY DRIVE SAN DIEGO CA 92109 956379598 501(C)(3) 6467 PHILANTHROPIC GRANT DOMESTIC ABUSE INTERVENTION SERVICES PO BOX 1761 MADISON WI 53701 391268238 501(C)(3) 5000 PHILANTHROPIC GRANT DOMESTIC VIOLENCE SOLUTIONS FOR SANTA BARBARA COUNTY PO BOX 1536 SANTA BARBARA CA 93102 953495141 501(C)(3) 6615 PHILANTHROPIC GRANT EASTER SEALS 233 SOUTH WACKER DRIVE SUITE 2400 CHICAGO IL 60606 352171729 501(C)(3) 7691 PHILANTHROPIC GRANT FAMILY ABUSE SERVICES OF ALAMANCE COUNTY 1950 MARTIN STREET BURLINGTON NC 27217 561198802 501(C)(3) 6954 PHILANTHROPIC GRANT FRIENDSHIP HOME PO BOX 85358 LINCOLN NE 68501 470619855 501(C)(3) 12294 PHILANTHROPIC GRANT GENESIS WOMEN'S SHELTER 4411 LEMMON AVENUE SUITE 201 DALLAS TX 75219 751881365 501(C)(3) 34500 PHILANTHROPIC GRANT HOUSTON AREA WOMEN'S CENTER 1010 WAUGH DRIVE HOUSTON TX 77019 742029166 501(C)(3) 5873 PHILANTHROPIC GRANT HUBBARD HOUSE PO BOX 4909 JACKSONVILLE FL 32201 591814365 501(C)(3) 6605 PHILANTHROPIC GRANT PARTNERS IN PREVENTION 2525 ARAPAHOE AVE BOULDER CO 80302 364492506 501(C)(3) 5490 PHILANTHROPIC GRANT PROJECT SAFE PO BOX 7532 ATHENS GA 30604 581908469 501(C)(3) 5061 PHILANTHROPIC GRANT REFUGE HOUSE PO BOX 20910 TALLAHASSEE FL 32316 591869324 501(C)(3) 15431 PHILANTHROPIC GRANT RELAY FOR LIFE (AMERICAN CANCER SOCIETY) 1684 BARNETT SHOALS RD ATHENS GA 30605 131788491 501(C)(3) 8750 PHILANTHROPIC GRANT SOJOURN SHELTER FOR BATTERED WOMEN & THEIR CHILDREN 1453 16TH STREET SANTA MONICA CA 90404 956143865 501(C)(3) 22457 PHILANTHROPIC GRANT THE WOMEN'S CENTER 1723 HEMPHILL FORT WORTH TX 76110 751501868 501(C)(3) 48494 PHILANTHROPIC GRANT TRUE NORTH PO BOX 1367 COLUMBIA MO 65205 431483863 501(C)(3) 6700 PHILANTHROPIC GRANT WOMEN'S SHELTER OF EAST TEXAS PO BOX 510 LUFKIN TX 75902 751694437 501(C)(3) 7500 PHILANTHROPIC GRANT YWCA OF NASHVILLE AND MIDDLE TENNESSEE 1608 WOODMONT BOULEVARD NASHVILLE TN 37215 620475702 501(C)(3) 11070 PHILANTHROPIC GRANT A BETTER WAY SERVICES INC PO BOX 734 MUNCIE IN 47308 350868081 501(C)(3) 10413 PHILANTHROPIC GRANT ACCESS PO BOX 1429 AMES IA 50014 421052613 501(C)(3) 5573 PHILANTHROPIC GRANT ALPHA CHI OMEGA FRATERNITY INC 5939 CASTLE CREEK PARKWAY NORTH DRIVE INDIANAPOLIS IN 46250 350141875 501(C)(7) 438134 PHILANTHROPIC GRANT 23 24 EDUCATIONAL ASSISTANCE GRANTS 23 21835 MEMBER ASSISTANCE GRANTS 6 5318 SCHOLARSHIP GRANTS 145 131841 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 7 303007 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 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.