CHI OMEGA FRATERNITY: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
CHI OMEGA FRATERNITY (EIN 63-6050290)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-11-16
IRS object ID
201533209349300908
Schema version
2014v5.0
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

FieldValueIRS element (for citing)
Return2015-11-16T06:51:54-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

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 Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN636050290EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHI OMEGA FRATERNITY NU BETA CHAPTERBusinessNameLine1Txt
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)
PersonJILLIAN HARTZFELDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2057587754PhoneNum
Signature2015-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN T MURDOCKPreparerPersonNm
PTINP00639065PTIN
Phone2057587754PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKATIE PLOTTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1880AddressLine1Txt
CityTUSCALOOSACityNm
State AbbreviationALStateAbbreviationCd
ZIP354031880ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$613,200GrossReceiptsAmt
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 Body15VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$2,356TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$315,863PYContributionsGrantsAmt
CY Contributions Grants$347,988CYContributionsGrantsAmt
PY Program Service Revenue$296,454PYProgramServiceRevenueAmt
CY Program Service Revenue$242,314CYProgramServiceRevenueAmt
PY Investment Income$2,076PYInvestmentIncomeAmt
CY Investment Income$2,356CYInvestmentIncomeAmt
PY Other Revenue-$5,942PYOtherRevenueAmt
CY Other Revenue$17,395CYOtherRevenueAmt
PY Total Revenue$608,451PYTotalRevenueAmt
CY Total Revenue$610,053CYTotalRevenueAmt
PY Grants And Similar Paid$1,795PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$34,575CYGrantsAndSimilarPaidAmt
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$524,127PYOtherExpensesAmt
CY Other Expenses$471,489CYOtherExpensesAmt
PY Total Expenses$525,922PYTotalExpensesAmt
CY Total Expenses$506,064CYTotalExpensesAmt
PY Revenues Less Expenses$82,529PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$103,989CYRevenuesLessExpensesAmt
Total Assets BOY$318,276TotalAssetsBOYAmt
Total Assets EOY$430,666TotalAssetsEOYAmt
Total Liabilities BOY$14,516TotalLiabilitiesBOYAmt
Total Liabilities EOY$22,917TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$303,760NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$407,749NetAssetsOrFundBalancesEOYAmt
MissionMAINTAIN THE HIGH IDEALS AND STANDARDS OF CHI OMEGA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescCHAPTER ACTIVITIES - PROVIDED CHAPTER PROGRAMMING FOR APPROXIMATELY 232 MEMBERS OF UNDERGRADUATE CHAPTER OF NATIONAL COLLEGIATE SOCIAL SORORITY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescREIMBURSED ITEMS - PERSONAL ITEMS REIMBURSED BY CHAPTER MEMBERS.Desc
FieldValueIRS element (for citing)
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$13,083InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
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 (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KATIE PLOTT
PRESIDENT5.00Yes (X)$0$0$0
JENNY LAMBERTH
VICE PRESIDENT5.00Yes (X)$0$0$0
ELEANOR BRAINIS
SECRETARY5.00Yes (X)$0$0$0
JILLIAN HARTZFELD
TREASURER5.00Yes (X)$0$0$0
MABRY CRADDOCK
PERSONNEL CHAIR2.00Yes (X)$0$0$0
MEREDITH BLANCHARD
NEW MEMBER EDUCATOR2.00Yes (X)$0$0$0
ANNA BETH LANCASTER
NEW MEMBER EDUCATOR2.00Yes (X)$0$0$0
KATIE SMITHERMAN
TREASURER II2.00Yes (X)$0$0$0
MADIE GAIDO
SOCIAL CHAIR2.00Yes (X)$0$0$0
BRANTLEY TAYLOR
T-SHIRT CHAIR2.00Yes (X)$0$0$0
BAILEY BROCK
RECRUITMENT CHAIRS2.00Yes (X)$0$0$0
BRIDGET BOYER
RECRUITMENT CHAIRS2.00Yes (X)$0$0$0
SARA MIZERANY
HOUSE MANAGER2.00Yes (X)$0$0$0
LESLIE ROLFE
PANHELLENIC DELEGATE2.00Yes (X)$0$0$0
HALEY SHERMAN
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$345,905MembershipDuesAmt
All Other Contributions$2,083AllOtherContributionsAmt
Total Contributions$347,988TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PURCHASE FUND900099$136,302$136,302
NATIONAL FEES900099$95,235$95,235
CHAPTER ACTIVITIES900099$9,577$9,577
OTHER900099$1,200$1,200
FieldValueIRS element (for citing)
Total Program Service Revenue$242,314TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,356TotalRevenueColumnAmt
Unrelated Business Revenue$2,356UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$20,542FundraisingGrossIncomeAmt
Fundraising Direct Expenses$3,147FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,395TotalRevenueColumnAmt
Exclusion$17,395ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$610,053TotalRevenueColumnAmt
Related Or Exempt Func Income$242,314RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,356UnrelatedBusinessRevenueAmt
Exclusion$17,395ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$34,575TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$16,773TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,333TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,550TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
PURCHASE FUND$123,924
NATIONAL FEES$68,126
SOCIAL$52,987
RECRUITMENT$28,153

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$174,643TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$506,064TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$315,673BOYAmt
EOY$430,666EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,603BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$318,276BOYAmt
EOY$430,666EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$706BOYAmt
EOY$367EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$13,810BOYAmt
EOY$22,550EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,516BOYAmt
EOY$22,917EOYAmt
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$303,760BOYAmt
EOY$407,749EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$303,760BOYAmt
EOY$407,749EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$318,276BOYAmt
EOY$430,666EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$103,989ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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
Gross Receipts Event1$20,542GrossReceiptsEvent1Amt
Gross Revenue Event1$20,542GrossRevenueEvent1Amt
Other Direct Expenses Event1$3,147OtherDirectExpensesEvent1Amt
Gross Receipts Total$20,542GrossReceiptsTotalAmt
Gross Revenue Total Events$20,542GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$3,147OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$3,147DirectExpenseSummaryEventsAmt
Net Income Summary$17,395NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
MAKE-A-WISH FOUNDATION
244 GOODWIN CREST DRIVE SUITE 200BIRMINGHAMAL35209$30,000CONTRIBUTION
RONALD MCDONALD HOUSE
1700 4TH AVE SBRIMINGHAMAL35233$500CONTRIBUTION
AFSP
AMERICAN FOUNDATION FOR SUICIDENEW YORKNY10005$200CONTRIBUTIONPREVENTION 120 WALL STREET 29TH FLO
WORLD VISION
PO BOX 9716FEDERAL WAYWA98063$105CONTRIBUTION
BOYS & GIRLS CLUB
717 21ST AVETUSCALOOSAAL35404$3,270CONTRIBUTION
THE AMERICAN CANCER SOCIETY
2132 MCFARLAND BLVDTUSCALOOSAAL35401$500CONTRIBUTION
FieldValueIRS element (for citing)
Total501c3 Org6Total501c3OrgCnt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 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 24ECAMPUS & CHAPTER ACTIVITIES 27897. SCHOLARSHIP 27613. BID DAY 22764. DUES 14254. CHAPTER SUPPLIES 14152. PLEDGE RETREAT 12662. HOMECOMING 11285. COMPOSITE 10944. FLOWERS 5961. OTHER 5186. PANHELLENIC 5110. GREEK WEEK 4726. MISC CONTRIBUTIONS 4175. BAD DEBTS & COLLECTIONS 3430. GIFTS 3142. PHILANTHROPY 1342.

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