2014-02-25T13:23:02-06:00 2013-07-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST SUITE 400 CARMEL IN 46032 990 2012-08-01 310949882 ALPHA CHI OMEGA FOUNDATION INC ALPH 3175795050 5939 CASTLE CREEK PKWY NORTH DRIVE INDIANAPOLIS IN 462504343 TAMI SHIELDS SILVERMAN 3175795050 2014-02-13 1 ANGELA N CRAWFORD P00573197 3178488920 2014-02-13 2012 2015-11-30 17:44:51Z TAMI SHIELDS SILVERMAN 5939 CASTLE CREEK PKWY N INDPLS IN 46250 5883999 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. 11 11 10 100 0 0 2356488 1702196 0 0 737746 1000548 0 0 3094234 2702744 810237 1036692 0 0 511871 616899 0 0 415465 803951 387506 2126059 2041097 968175 661647 15758173 17211529 227347 220973 15530826 16990556 X SUPPORT THE EDUCATIONAL AND PHILANTHROPIC PURPOSES OF ALPHA CHI OMEGA THROUGH EFFECTIVE FUNDRAISING AND STEWARDSHIP OF FINANCIAL RESOURCES. 0 0 151978 151978 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. 43749 43749 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. 46842 46842 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. 940762 794123 OTHER PROGRAM SERVICES INCLUDE SCHOLARSHIPS, MEMBER ASSISTANCE, EDUCATION ASSISTANCE, LOVE & LOYALTY GRANTS AND CONTRIBUTIONS TO OTHER ORGANZIATIONS. 940762 794123 1183331 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 7 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 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 10.00 X X 0 0 0 DIANE WILSON BLACKWELDER 4.00 X 0 0 0 DONNA SMITH CHERECK 4.00 X 0 0 0 JENNIFER DIEDERICH HEALY 4.00 X 0 0 0 JILL VEIGEL JAVORS 4.00 X X 0 0 0 MERLYNN HARRIS PITCHER 4.00 X 0 0 0 CARMEN BECKER RENE 4.00 X 0 0 0 MARLENE WHITEHEAD SMALL 4.00 X 0 0 0 AGGIE SMITH STEINER 4.00 X 0 0 0 SUZIE MCCLENDON SYMCOX 4.00 X X 0 0 0 MARY MCMURTRY WINKLER 4.00 X 0 0 0 CHERI E O'NEILL 18.00 X 0 0 0 TAMI SHIELDS SILVERMAN 18.00 X 0 0 0 0 0 0 0 0 0 0 0 1702196 270397 1702196 538150 538150 3643653 3181255 462398 462398 462398 2702744 0 0 1000548 877698 877698 158994 158994 523897 86631 247432 189834 49208 10683 21800 16725 43794 7063 20756 15975 3052 3052 15950 15950 58142 58142 19230 1500 1284 16446 1911 3579 4890 -6558 8499 8499 52000 8599 24559 18842 87384 18154 19072 50158 9397 1130 224 8043 8935 162 8773 DIRECT MAIL EXPENSE 80034 80034 LYRE EXPENSE 20656 7500 13156 BANK SERVICE CHARGES 9965 9965 TAXES & LICENSES 5396 5396 6955 1800 1118 4037 2041097 1183331 442301 415465 851624 1069877 696379 106762 1110855 822621 500000 739545 6000 233969 174608 68296 59361 9182896 10988028 3260265 3045466 87858 373869 15758173 17211529 227347 220973 227347 220973 X 1978710 2381708 2889033 3807855 10663083 10800993 15530826 16990556 15758173 17211529 X 661647 1021745 -223662 X X 0 1 X 1 0 X 1398611 949601 1395337 2356488 1702196 7802233 1398611 949601 1395337 2356488 1702196 7802233 7802233 470921 203110 409731 481824 538150 2103736 148 582 741 1471 9907440 0.78750 0.77130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 8023028 368463 -934423 50404 154924 7251740 0.74300 0.25700 0 0 171389 112313 59076 62580 62295 285 59361 ARTWORK 52950 C BENEFICIAL INTEREST IN PERPETUAL TRUST 2992516 F 3045466 X 3442685 1021745 -223662 798083 2644602 58142 58142 2702744 1982955 0 1982955 58142 58142 2041097 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: 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, 2013 AND 2012, 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -214,799. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES -8,863. 1 A BETTER WAY SERVICES INC PO BOX 734 MUNCIE IN 47308 350868081 501(C)(3) 15382 PHILANTHROPIC GRANT A SAFE PLACE PO BOX 23006 OAKLAND CA 94623 942491881 501(C)(3) 10448 PHILANTHROPIC GRANT ALPHA CHI OMEGA FRATERNITY INC 5939 CASTLE CREEK PARKWAY NORTH DRIVE INDIANAPOLIS IN 46250 350141875 501(C)(7) 371704 EDUCATIONAL GRANT ALTERNATIVES TO DOMESTIC VIOLENCE PO BOX 910 RIVERSIDE CA 92502 953212844 501(C)(3) 9326 PHILANTHROPIC GRANT AVALON A CENTER FOR WOMEN AND CHILDREN PO BOX 6085 WILLIAMSBURG VA 23188 521208945 501(C)(3) 5653 PHILANTHROPIC GRANT CENTER FOR COMMUNITY SOLUTIONS 4508 MISSION BAY DRIVE SAN DIEGO CA 92109 956379598 501(C)(3) 27173 PHILANTHROPIC GRANT CENTER FOR DV SERVICES AT BH CARE 127 WASHINGTON AVENUE NEW HAVEN CT 06519 222598799 501(C)(3) 32010 PHILANTHROPIC GRANT COMMUNITY VIOLENCE INTERVENTION CENTER 211 SOUTH 4TH STREET GRAND FORKS ND 58201 450359167 501(C)(3) 5140 PHILANTHROPIC GRANT EASTER SEALS 233 SOUTH WACKER DRIVE SUITE 2400 CHICAGO IL 60606 352171729 501(C)(3) 6298 PHILANTHROPIC GRANT FAMILY JUSTICE CENTER OF KNOXVILLE 400 HARRIET TUBMAN STREET KNOXVILLE TN 37915 300342598 501(C)(3) 6049 PHILANTHROPIC GRANT FRIENDSHIP HOME OF LINCOLN PO BOX 85358 LINCOLN NE 68501 470619855 501(C)(3) 5442 PHILANTHROPIC GRANT GENESIS WOMEN'S SHELTER 4411 LEMMON AVENUE SUITE 201 DALLAS TX 75219 751881365 501(C)(3) 34750 PHILANTHROPIC GRANT GOOD SHEPHERD SHELTER OF LOS ANGELES 2561 WEST VENICE BLVD LOS ANGELES CA 90019 951652906 501(C)(3) 7371 PHILANTHROPIC GRANT LAURA'S HOUSE 999 CORPORATE DRIVE SUITE 225 LADERA RANCH CA 92694 330621826 501(C)(3) 7964 PHILANTHROPIC GRANT LOVE INC OF TUSCALOOSA COUNTY PO BOX 367 NORTHPORT AL 35476 273414312 501(C)(3) 10164 PHILANTHROPIC GRANT ATLANTA MISSION MY SISTER'S HOUSE 2353 BOLTON ROAD ATLANTA GA 30318 580572430 501(C)(3) 5510 PHILANTHROPIC GRANT NEW RIVER VALLEY WOMEN'S RESOURCE CENTER 1217 GROVE AVENUE RADFORD VA 24141 541121334 501(C)(3) 39336 PHILANTHROPIC GRANT SAFEHAVEN 401 WEST SANFORD SUITE 1400 ARLINGTON TX 76011 272643983 501(C)(3) 8623 PHILANTHROPIC GRANT SISTERCARE INC PO BOX 1029 COLUMBIA SC 29202 570722427 501(C)(3) 5989 PHILANTHROPIC GRANT OCEAN PARK COMMUNITY CENTER SOJOURN 1453 16TH STREET SANTA MONICA CA 90404 956143865 501(C)(3) 24197 PHILANTHROPIC GRANT THE WOMEN'S CENTER OF SOUTHEASTERN MICHIGAN 510 SOUTH MAPLE ROAD ANN ARBOR MI 48103 364338567 501(C)(3) 9947 PHILANTHROPIC GRANT TRUE NORTH PO BOX 1367 COLUMBIA MO 65205 431483863 501(C)(3) 5900 PHILANTHROPIC GRANT WOMEN AGAINST ABUSE 100 SOUTH BROAD STREET SUITE 1341 PHILADELPHIA PA 19110 231984838 501(C)(3) 9600 PHILANTHROPIC GRANT WOMEN'S CENTER OF TARRANT COUNTY 1723 HEMPHILL FORT WORTH TX 76110 751501868 501(C)(3) 41600 PHILANTHROPIC GRANT WOMEN'S SHELTER OF EAST TEXAS PO BOX 510 LUFKIN TX 75902 751694437 501(C)(3) 8000 PHILANTHROPIC GRANT YWCA NASHVILLE 1608 WOODMONT BOULEVARD NASHVILLE TN 37215 620475702 501(C)(3) 5679 PHILANTHROPIC GRANT YWCA OF SAN DIEGO COUNTY BECKY'S HOUSE 1012 C STREET SAN DIEGO CA 92101 951661119 501(C)(3) 6403 PHILANTHROPIC GRANT 26 1 EDUCATIONAL ASSISTANCE GRANTS 23 21835 MEMBER ASSISTANCE GRANTS 6 5318 SCHOLARSHIP GRANTS 114 131841 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 3 270397 FMV 0 0 0 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 $52,085 FOR THE EXECUTIVE DIRECTOR'S SALARY FOR THE CALENDAR YEAR 2012. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -214,799. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES -8,863. 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.