ALPHA CHI OMEGA FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ALPHA CHI OMEGA FOUNDATION INC (EIN 31-0949882)
- Tax period
- 2011-08-01 to 2012-07-31
- Filed
- 2013-06-12
- IRS object ID
- 201311639349300416
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-06-12T10:18:53-05:00 | Timestamp |
| Tax Period End Date | 2012-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351178661 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 N MERIDIAN ST SUITE 400 | AddressLine1 |
| City | CARMEL | City |
| State | IN | State |
| ZIP Code | 46032 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310949882 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPHA CHI OMEGA FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALPH | NameControl |
| Phone | 3175795050 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TAMI SHIELDS SILVERMAN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 3175795050 | Phone |
| Date Signed | 2013-06-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANGELA N CRAWFORD | Name |
| PTIN | P00573197 | PTIN |
| Phone | 3178488920 | Phone |
| Date Prepared | 2013-06-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TAMI SHIELDS SILVERMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 6145868 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ALPHACHIOMEGA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1978 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1395337 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2356488 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 649472 | InvestmentIncomePriorYear |
| Investment Income Current Year | 737746 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 741 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2045550 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3094234 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 402946 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 810237 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 467455 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 511871 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 612465 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 515015 | OtherExpensePriorYear |
| Other Expenses Current Year | 803951 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1385416 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2126059 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 660134 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 968175 | RevenuesLessExpensesCY |
| Total Assets BOY | 14587372 | TotalAssetsBOY |
| Total Assets EOY | 15758173 | TotalAssetsEOY |
| Total Liabilities BOY | 215448 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 227347 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14371924 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15530826 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SUPPORT THE EDUCATIONAL AND PHILANTHROPIC PURPOSES OF ALPHA CHI OMEGA THROUGH EFFECTIVE FUNDRAISING AND STEWARDSHIP OF FINANCIAL RESOURCES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 102813 | Expense |
| Grants | 102813 | Grants |
| Description | THE ORGANIZATION SUPPORTS DEVELOPMENT OF THE 4-YEAR MEMBER EXPERIENCE AS A RESEARCH-BASED, STUDENT-DEVELOPMENT FOCUSED PROGRAM THAT PROVIDES CURRICULUM BASED ON LIFE-SKILLS FOR ALL FOUR YEARS OF COLLEGIAN'S UNDERGRADUATE EXPERIENCE. THREE PIECES OF THE PROGRAM WERE PILOT TESTED IN 2010 AND 2011 IN 10 CHAPTERS: BUCKNELL UNIVERSITY, PURDUE UNIVERSITY, FLORIDA STATE UNIVERSITY, SAM HOUSTON STATE UNIVERSITY, MINNESOTA STATE UNIVERSITY-MANKATO, UNIVERSITY OF NORTH CAROLINA-CHAPEL HILL, CAL POLY UNIVERSITY-SAN LUIS OBISPO, UNIVERSITY OF CALIFORNIA-SAN DIEGO, SOUTHERN METHODIST UNIVERSITY, QUINNIPIAC UNIVERSITY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 27946 | Expense |
| Grants | 27946 | Grants |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 59963 | Expense |
| Grants | 56963 | Grants |
| Description | INTUNE IS A RETREAT-LIKE EXPERIENCE DESIGNED TO HELP INDIVIDUAL MEMBERS AND THE ENTIRE CHAPTER RECOGNIZE AND ARTICULATE THEIR PERSONAL AND ORGANIZATIONAL VALUES WHILE CREATING ORGANIZATIONAL ACTION PLANS. IN ADDITION, PARTICIPANTS HAVE THE OPPORTUNITY TO FURTHER DEVELOP AND STRENGTHEN RELATIONSHIP BUILDING SKILLS WITH ONE ANOTHER THROUGHOUT THE PROGRAM.THE INTENT IS THAT PARTICIPANTS LEAVE WITH RELEVANT LIFE SKILLS AND A GREATER UNDERSTANDING OF WHAT IT MEANS TO BE A MEMBER OF AN ORGANIZATION. THE INTUNE CURRICULUM IS DESIGNED AROUND A NUMBER OF INTERACTIVE ACTIVITIES BASED UPON HAVING REAL CONVERSATION WITH INDIVIDUALS WHICH FURTHER DEVELOPS INDIVIDUAL COMMUNICATION SKILLS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 879477 | Expense |
| Grants | 619515 | Grants |
| Description | OTHER PROGRAM SERVICES INCLUDE SCHOLARSHIPS, MEMBER ASSISTANCE, EDUCATION ASSISTANCE, LOVE & LOYALTY GRANTS AND CONTRIBUTIONS TO OTHER ORGANZIATIONS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 879477 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 619515 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 1070199 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAMI SHIELDS SILVERMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3175795050 | TelephoneNumber |
Address US AddressUS
| 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 | X | InfoInScheduleOPartVII |
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| SONJA COOK GREENBAUM | ||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |
| MERLYNN HARRIS PITCHER | ||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |
| MARY MCMURTRY WINKLER | ||||||
| NATIONAL COUNCIL TRUSTEE | 4.00 | X | 0 | 0 | 0 | |
| MARY KACMARCIK BAKER | ||||||
| SECRETARY | 4.00 | X | 0 | 0 | 0 | X |
| JILL VEIGEL JAVORS | ||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |
| DONNA SMITH CHERECK | ||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |
| DIANE WILSON BLACKWELDER | ||||||
| NATIONAL COUNCIL TRUSTEE | 4.00 | X | 0 | 0 | 0 | |
| SUZIE MCCLENDON SYMCOX | ||||||
| TREASURER | 4.00 | X | 0 | 0 | 0 | X |
| ANNE E HELLIWELL | ||||||
| CHAIR | 10.00 | X | 0 | 0 | 0 | X |
| KATHLEEN EVANCO BROWN | ||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |
| MARSHA KING GRADY | ||||||
| NATIONAL COUNCIL TRUSTEE | 4.00 | X | 0 | 0 | 0 | |
| MAXINE BIZON MAZUR | ||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |
| CHERI E O'NEILL | ||||||
| EXECUTIVE DIRECTOR | 18.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 2356488 | AllOtherContributions |
| Noncash Contributions | 31720 | NoncashContributions |
| Total Contributions | 2356488 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 481824 | TotalRevenueColumn |
| Exclusion | $481,824 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3307556 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3051634 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 255922 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 255922 | TotalRevenueColumn |
| Exclusion | $255,922 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3094234 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $737,746 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 666600 | Total |
| Program Services | 666600 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143637 | Total |
| Program Services | 143637 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 433138 | Total |
| Program Services | 137730 | ProgramServices |
| Management And General | 165025 | ManagementAndGeneral |
| Fundraising | 130383 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43843 | Total |
| Program Services | 15896 | ProgramServices |
| Management And General | 19035 | ManagementAndGeneral |
| Fundraising | 8912 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34890 | Total |
| Program Services | 10483 | ProgramServices |
| Management And General | 14920 | ManagementAndGeneral |
| Fundraising | 9487 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30398 | Total |
| Management And General | 30398 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15500 | Total |
| Management And General | 15500 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53474 | Total |
| Management And General | 53474 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22604 | Total |
| Management And General | 4723 | ManagementAndGeneral |
| Fundraising | 17881 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 289862 | Total |
| Program Services | 35216 | ProgramServices |
| Management And General | 77256 | ManagementAndGeneral |
| Fundraising | 177390 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5116 | Total |
| Management And General | 5116 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27634 | Total |
| Program Services | 8290 | ProgramServices |
| Management And General | 11330 | ManagementAndGeneral |
| Fundraising | 8014 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113017 | Total |
| Program Services | 14231 | ProgramServices |
| Management And General | 21377 | ManagementAndGeneral |
| Fundraising | 77409 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137771 | Total |
| Program Services | 29816 | ProgramServices |
| Management And General | 8312 | ManagementAndGeneral |
| Fundraising | 99643 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8935 | Total |
| Management And General | 162 | ManagementAndGeneral |
| Fundraising | 8773 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| DIRECT MAIL EXPENSE | 59899 | 59899 | ||
| LYRE EXPENSE | 15000 | 7500 | 7500 | |
| TAXES & LICENSES | 8520 | 8520 | ||
| BANK SERVICE CHARGES | 7748 | 7748 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8473 | Total |
| Program Services | 800 | ProgramServices |
| Management And General | 499 | ManagementAndGeneral |
| Fundraising | 7174 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2126059 | Total |
| Program Services | 1070199 | ProgramServices |
| Management And General | 443395 | ManagementAndGeneral |
| Fundraising | 612465 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 800101 | BOY |
| EOY | 851624 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 779792 | BOY |
| EOY | 696379 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 384117 | BOY |
| EOY | 1110855 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 549468 | BOY |
| EOY | 500000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 254672 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 186376 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77230 | BOY |
| EOY | 68296 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9061730 | BOY |
| EOY | 9182896 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2871770 | BOY |
| EOY | 3260265 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63164 | BOY |
| EOY | 87858 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14587372 | BOY |
| EOY | 15758173 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215448 | BOY |
| EOY | 227347 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215448 | BOY |
| EOY | 227347 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1999774 | BOY |
| EOY | 1978710 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2427573 | BOY |
| EOY | 2889033 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9944577 | BOY |
| EOY | 10663083 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14371924 | BOY |
| EOY | 15530826 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14587372 | BOY |
| EOY | 15758173 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 968175 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 190727 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1176397 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1398611 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 949601 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1395337 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2356488 | CurrentTaxYear |
| Total | 7276434 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1176397 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1398611 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 949601 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1395337 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2356488 | CurrentTaxYear |
| Total | 7276434 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 7276434 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 590577 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 470921 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 203110 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 409731 | CurrentTaxYearMinus1Year |
| Current Tax Year | 481824 | CurrentTaxYear |
| Total | 2156163 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 148 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 582 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 741 | CurrentTaxYearMinus1Year |
| Total | 1471 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 9434068 | TotalSupport |
| Public Support Pertcentage170 | 0.77130 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.72970 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8839777 | BeginningOfYearBalance |
| Contributions | 343253 | Contributions |
| Investment Earnings Or Losses | 327322 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 192126 | GrantsOrScholarships |
| Other Expenditures | 54792 | OtherExpenditures |
| Administrative Expenses | 199867 | AdministrativeExpenses |
| End Of Year Balance | 9063567 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7973896 | BeginningOfYearBalance |
| Contributions | 170119 | Contributions |
| Investment Earnings Or Losses | 1049526 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 118710 | GrantsOrScholarships |
| Other Expenditures | 49860 | OtherExpenditures |
| Administrative Expenses | 185194 | AdministrativeExpenses |
| End Of Year Balance | 8839777 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7251740 | BeginningOfYearBalance |
| Contributions | 150932 | Contributions |
| Investment Earnings Or Losses | 821461 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 47172 | GrantsOrScholarships |
| Administrative Expenses | 203065 | AdministrativeExpenses |
| End Of Year Balance | 7973896 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8023028 | BeginningOfYearBalance |
| Contributions | 368463 | Contributions |
| Investment Earnings Or Losses | -934423 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 50404 | GrantsOrScholarships |
| Administrative Expenses | 154924 | AdministrativeExpenses |
| End Of Year Balance | 7251740 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.82270 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.17730 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 171389 | OtherCostOrOtherBasis |
| Depreciation | 103540 | Depreciation |
| Book Value | 67849 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 83283 | OtherCostOrOtherBasis |
| Depreciation | 82836 | Depreciation |
| Book Value | 447 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 68296 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ARTWORK | 52950 | C |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | 3207315 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 3260265 | TotalOfBookValueSecurities |
| Total Revenue | 3094234 | TotalRevenue |
| Total Expenses | 2126059 | TotalExpenses |
| Excess Or Deficit For Year | 968175 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -200358 | NetUnrealizedGLOnInvestments |
| Other | $391,085 | OtherAmount |
| Total Adjustments | 190727 | TotalAdjustments |
| Excess Or Deficit Per FS | 1158902 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3284961 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -200358 | NetUnrealizedGainsInvestments |
| Other Revenues | 391085 | OtherRevenues |
| Revenue Not Rptd F990 | 190727 | RevenueNotRptdF990 |
| Revenue Subtotal | 3094234 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3094234 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2126059 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2126059 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2126059 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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, 2012 AND 2011, 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 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 388,495. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 2,590. TOTAL TO SCHEDULE D, PART XI, LINE 8: 391,085. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 388,495. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 2,590. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (23 entries)
| Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| ALPHA CHI OMEGA FRATERNITY INC | ||||||||
| 5939 CASTLE CREEK PARKWAY NORTH | DRIVE | INDIANAPOLIS | IN | 46250 | 350141875 | 501(C)(7) | 262397 | EDUCATIONAL GRANTS |
| EASTER SEALS INC | ||||||||
| 233 SOUTH WACKER DRIVE SUITE 2400 | CHICAGO | IL | 60606 | 352171729 | 501(C)(3) | 5773 | PHILANTHROPIC GRANT | |
| ALTERNATIVES TO DOMESTIC VIOLENCE | ||||||||
| PO BOX 910 | RIVERSIDE | CA | 92502 | 953212844 | 501(C)(3) | 5727 | PHILANTHROPIC GRANT | |
| AMERICAN CANCER SOCIETY | ||||||||
| 1684 BARNETT SHOALS ROAD | ATHENS | GA | 30605 | 580659875 | 501(C)(3) | 10000 | PHILANTHROPIC GRANT | |
| BOSTON AREA RAPE CRISIS CENTER | ||||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | 042974983 | 501(C)(3) | 8010 | PHILANTHROPIC GRANT | |
| CENTER FOR COMMUNITY SOLUTIONS | ||||||||
| 4508 MISSION BAY DRIVE | SAN DIEGO | CA | 92109 | 956379598 | 501(C)(3) | 11054 | PHILANTHROPIC GRANT | |
| DOMESTIC VIOLENCE SERVICES OF GREATER NEW HAVEN | ||||||||
| 127 WASHINGTON AVENUE EAST BUILDING | 2ND FLOOR | NEW HAVEN | CT | 06519 | 222598799 | 501(C)(3) | 25650 | PHILANTHROPIC GRANT |
| GENESIS WOMEN'S SHELTER | ||||||||
| 4411 LEMMON AVENUE SUITE 201 | DALLAS | TX | 75219 | 751881365 | 501(C)(3) | 31875 | PHILANTHROPIC GRANT | |
| GRACEHAVEN | ||||||||
| PO BOX 541 | DUBLIN | OH | 43017 | 262471442 | 501(C)(3) | 17000 | PHILANTHROPIC GRANT | |
| HUBBARD HOUSE | ||||||||
| PO BOX 4909 | JACKSONVILLE | FL | 32201 | 591814635 | 501(C)(3) | 10800 | PHILANTHROPIC GRANT | |
| MIDDLE WAY HOUSE | ||||||||
| PO BOX 95 | BLOOMINGTON | IN | 47402 | 237300355 | 501(C)(3) | 6368 | PHILANTHROPIC GRANT | |
| SAAFE HOUSE | ||||||||
| PO BOX 1893 | HUNTSVILLE | TX | 77342 | 760155364 | 501(C)(3) | 8325 | PHILANTHROPIC GRANT | |
| SAFE HAVEN TARRANT COUNTY | ||||||||
| 401 WEST SANFORD SUITE 1400 | ARLINGTON | TX | 76011 | 272643983 | 501(C)(3) | 13050 | PHILANTHROPIC GRANT | |
| SISTERCARE INC | ||||||||
| PO BOX 1029 | COLUMBIA | SC | 29202 | 570722427 | 501(C)(3) | 5726 | PHILANTHROPIC GRANT | |
| SOJOURN | ||||||||
| 1453 16TH STREET | SANTA MONICA | CA | 90404 | 956143865 | 501(C)(3) | 17372 | PHILANTHROPIC GRANT | |
| THE FREEDOM HOUSE | ||||||||
| PO BOX 16 | WENTWORTH | NC | 27375 | 561138753 | 501(C)(3) | 6320 | PHILANTHROPIC GRANT | |
| THE GOOD SHEPHERD SHELTER | ||||||||
| PO BOX 19487 | LOS ANGELES | CA | 90019 | 951652906 | 501(C)(3) | 7869 | PHILANTHROPIC GRANT | |
| THE WOMEN'S CENTER | ||||||||
| 1723 HEMPHILL | FORT WORTH | TX | 76110 | 751501868 | 501(C)(3) | 38316 | PHILANTHROPIC GRANT | |
| THE WOMEN'S CENTER OF SOUTHEASTERN MICHIGAN | ||||||||
| 510 SOUTH MAPLE ROAD | ANN ARBOR | MI | 48103 | 364338567 | 501(C)(3) | 6624 | PHILANTHROPIC GRANT | |
| WOMEN AGAINST ABUSE | ||||||||
| 100 SOUTH BROAD STREET SUITE 1341 | PHILADELPHIA | PA | 19110 | 231984838 | 501(C)(3) | 9000 | PHILANTHROPIC GRANT | |
| WOMEN'S RESOURCE CENTER OF THE NEW RIVER VALLEY | ||||||||
| 1217 GROVE AVENUE | RADFORD | VA | 24141 | 541121334 | 501(C)(3) | 13500 | PHILANTHROPIC GRANT | |
| WOMEN'S SHELTER OF EAST TEXAS INC | ||||||||
| PO BOX 510 | LUFKIN | TX | 75902 | 751694437 | 501(C)(3) | 7000 | PHILANTHROPIC GRANT | |
| YWCA NASHVILLE | ||||||||
| 1608 WOODMONT BOULEVARD | NASHVILLE | TN | 37215 | 620475702 | 501(C)(3) | 7739 | PHILANTHROPIC GRANT | |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | EDUCATIONAL GRANTS | TypeOfGrant |
| Number Of Recipients | 202 | NumberOfRecipients |
| Amount Of Cash Grant | 143637 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 31720 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE UPDATED TO REFLECT A CHANGE IN COMPOSITION OF THE BOARD OF TRUSTEES. ARTICLE V BOARD OF TRUSTEES (A) ALL MEMBERS OF THE BOARD OF TRUSTEES OF THIS CORPORATION SHALL BE MEMBERS OF ALPHA CHI OMEGA FRATERNITY. (B) THE CORPORATION SHALL BE MANAGED BY A BOARD OF TRUSTEES. THE BOARD OF TRUSTEES SHALL BE DIVIDED INTO FOUR (4) CLASSES: NATIONAL COUNCIL TRUSTEES, STUDENT TRUSTEES, TRUSTEES, AND THE PAST NATIONAL PRESIDENT TRUSTEE. THE BOARD OF TRUSTEES SHALL CONSIST OF UP TO SEVENTEEN (17) MEMBERS, THREE (3) OF WHOM SHALL BE NATIONAL COUNCIL TRUSTEES, ONE OF WHOM SHALL BE THE IMMEDIATE PAST NATIONAL PRESIDENT, UP TO FOUR OF WHOM WILL BE STUDENT TRUSTEES AND NINE (9) OF WHOM SHALL BE TRUSTEES. 1) "NATIONAL COUNCIL TRUSTEES" THERE SHALL BE THREE NATIONAL COUNCIL TRUSTEES: THE PERSON WHO FROM TIME TO TIME IS THE NATIONAL PRESIDENT OF ALPHA CHI OMEGA FRATERNITY, INC. AND TWO NATIONAL VICE PRESIDENTS OF ALPHA CHI OMEGA FRATERNITY, INC. THE NATIONAL COUNCIL OF ALPHA CHI OMEGA FRATERNITY, INC. ("NATIONAL COUNCIL" SHALL ELECT FROM ITS MEMBERS THE TWO NATIONAL VICE PRESIDENTS WHO WILL SERVE AS NATIONAL COUNCIL TRUSTEES. THIS CLASS SHALL SERVE AS NATIONAL COUNCIL TRUSTEES FOR THE SAME PERIOD AS THEIR SERVICE ON THE NATIONAL COUNCIL; UPON CEASING TO BE A MEMBER OF THE NATIONAL COUNCIL, A PERSON AUTOMATICALLY SHALL CEASE TO BE A NATIONAL COUNCIL TRUSTEE. 2) "TRUSTEES". TRUSTEES SHALL SERVE, UNLESS EARLIER REMOVED, FOR A TERM OF THREE (3) YEARS AND/OR UNTIL THEIR SUCCESSORS ARE QUALIFIED. TRUSTEES SHALL BE ELECTED BY A MAJORITY VOTE OF THE "TRUSTEE CLASS" OF THE BOARD OF TRUSTEES; THE TRUSTEE CLASS SHALL BE THE THEN-SERVING TRUSTEES. 3) "STUDENT TRUSTEES". UP TO FOUR STUDENTS WILL BE ELECTED BY ALL VOTING MEMBERS OF THE BOARD OF TRUSTEES FOR A PERIOD OF ONE YEAR. THE STUDENT TRUSTEES WILL HAVE VOICE BUT NO VOTE. THE STUDENTS WILL NOT BE COMPENSATED FOR THEIR SERVICE ON THE BOARD OF TRUSTEES. 4) "PAST NATIONAL PRESIDENT TRUSTEE": THE IMMEDIATE PAST NATIONAL PRESIDENT OF ALPHA CHI OMEGA FRATERNITY, INC. WILL REMAIN ON THE BOARD OF TRUSTEES FOR A TERM OF ONE YEAR FOLLOWING THE COMPLETION OF HER TERM AS NATIONAL PRESIDENT. SHE WILL HAVE A VOTE. (C) THE TRUSTEES AND NATIONAL COUNCIL TRUSTEES SHALL ELECT A FOUNDATION NOMINATING COMMITTEE ("FNC") OF THREE MEMBERS AND SHALL ELECT THE FNC CHAIR. TWO FNC MEMBERS SHALL BE MEMBERS OF THE BOARD OF TRUSTEES (TRUSTEES AND NATIONAL COUNCIL TRUSTEES ARE ELIGIBLE TO SERVE), AND ONE FNC MEMBER SHALL NOT BE A MEMBER OF THE BOARD OF TRUSTEES. THE CURRENT CHAIR OF THE BOARD OF TRUSTEES CANNOT SERVE ON THE FNC. 1) THE FNC CHAIR WILL CONTACT TRUSTEES WITH TERMS EXPIRING JULY 31 OF THE CURRENT YEAR TO DETERMINE EACH TRUSTEE'S INTEREST IN SERVING ANOTHER TERM. 2) THE FNC AND FOUNDATION STAFF LIASON WILL CANVAS VOLUNTEER OFFICERS, ALUMNAE ASSOCIATION CHAIRS, TRUSTEES AND STAFF TO IDENTIFY PROSPECTIVE TRUSTEE CANDIDATES. 3) THE FNC WILL PRESENT TRUSTEE CANDIDATES FOR THE NEXT TERM TO THE BOARD OF TRUSTEES FOR ITS CONSIDERATION. (D) TRUSTEE ELECTIONS WILL PROCEED AS FOLLOWS. VACANCIES CREATED BY A DECREASE IN THE NUMBER OF TRUSTEES SHALL BE FILLED BY MAJORITY VOTE OF THE TRUSTEE CLASS OF THE BOARD OF TRUSTEES, AND THE UNEXPIRED PORTION OF THE TERM OF TRUSTEES WHO DIE, RESIGN OR FOR OTHER REASONS CEASE TO SERVE AS TRUSTEES SHALL BE FILLED BY MAJORITY VOTE OF THE TRUSTEE CLASS OF THE BOARD OF TRUSTEES. THE CHAIR OF THE BOARD WILL HAVE VOICE AND VOTE IN TRUSTEE ELECTIONS. A SITTING TRUSTEE WHO IS A TRUSTEE CANDIDATE WILL RECUSE HERSELF FROM THE ELECTION DISCUSSION AND VOTE. TRUSTEES WILL BE ELECTED BY A MAJORITY VOTE OF THE TRUSTEE CLASS OF THE BOARD OF TRUSTEES PRESENT AND REMAINING AFTER RECUSAL. NATIONAL COUNCIL TRUSTEES, THE PAST NATIONAL PRESIDENT TRUSTEE AND STUDENT TRUSTEES HAVE VOICE BUT NO VOTE IN TRUSTEE ELECTIONS. TRUSTEE ELECTIONS SHALL BE HELD NO LATER THAN SEPTEMBER 30TH OF EACH YEAR (E) EXCEPT FOR TRUSTEE AND OFFICER ELECTIONS EVERY VOTING MEMBER OF THE BOARD OF TRUSTEES SHALL HAVE THE RIGHT TO ONE VOTE ON EACH QUESTION TO BE DECIDED BY THE BOARD. (F) A MAJORITY OF THE NUMBER OF THE BOARD OF TRUSTEES ELECTED AND QUALIFIED FROM TIME TO TIME SHALL BE NECESSARY TO CONSTITUTE A QUORUM FOR THE TRANSACTION OF ANY BUSINESS, AND THE ACT OF A MAJORITY OF THE BOARD OF TRUSTEES PRESENT AT A MEETING AT WHICH A QUORUM IS PRESENT SHALL BE THE ACT OF THE BOARD OF TRUSTEES UNLESS THE ACT OF A GREATER NUMBER IS REQUIRED BY LAW, THE ARTICLES OF INCORPORATION OR THESE BYLAWS. A BOARD OF TRUSTEE MEMBER WHO IS PRESENT AT A MEETING OF THE BOARD OF TRUSTEES AT WHICH ACTION ON ANY CORPORATE MATTER IS TAKEN, SHALL BE CONCLUSIVELY PRESUMED TO HAVE ASSENTED TO THE ACTION TAKEN, UNLESS 1) HER DISSENT SHALL BE AFFIRMATIVELY STATED BY HER AT AND BEFORE THE ADJOURNMENT OF SUCH MEETING (IN WHICH EVENT THE FACT OF SUCH DISSENT SHALL BE ENTERED BY THE SECRETARY OF THE MEETING IN THE MINUTES OF THE MEETING) OR 2) SHE SHALL FORWARD SUCH DISSENT BY REGISTERED MAIL TO THE SECRETARY OF THE CORPORATION IMMEDIATELY AFTER THE ADJOURNMENT OF THE MEETING. THE RIGHT TO DISSENT PROVIDED BY EITHER CLAUSE (I) OR CLAUSE (II) OF THE IMMEDIATELY PRECEDING SENTENCE SHALL NOT BE AVAILABLE IN RESPECT OF ANY MATTER ACTED UPON AT ANY MEETING BY A BOARD OF TRUSTEE MEMBER WHO VOTED AT THE MEETING IN FAVOR OF SUCH MATTER AND DID NOT CHANGE HER VOTE PRIOR TO THE TIME THAT THE RESULT OF SUCH MATTER OF THE VOTE ON SUCH MATTER WAS ANNOUNCED BY THE PRESIDER OF SUCH MEETING. (G) UNLESS OTHERWISE STATED IN THE ARTICLES OF INCORPORATION, A TRUSTEE MAY BE REMOVED, WITH OR WITHOUT CAUSE, BY A MAJORITY VOTE OF THE TRUSTEE CLASS OF THE BOARD OF TRUSTEES. | |
| 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 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 54,097 FOR THE EXECUTIVE DIRECTOR'S SALARY AND BENEFITS FOR THE CALENDAR YEAR 2011. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -200,358. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 388,495. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 2,590. TOTAL TO FORM 990, PART XI, LINE 5: 190,727. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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. |