2012-03-14T08:01:09-05:00 2011-07-31 BLUE & CO LLC 12800 N MERIDIAN ST SUITE 400 CARMEL IN 46032 990 2010-08-01 310949882 ALPHA CHI OMEGA FOUNDATION INC ALPH 3175795050 5939 CASTLE CREEK PKWY NORTH DRIVE INDIANAPOLIS IN 462504343 CHERI ELLEN O'NEILL 3175795050 2012-03-11 1 ERIC JASKE 3178488920 2012-03-11 2010 2016-02-24 21:20:13Z CHERI ELLEN O'NEILL 5939 CASTLE CREEK PKWY N INDPLS IN 46250 4383069 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 0 100 0 0 949601 1395337 0 0 387400 649472 582 741 1337583 2045550 434913 402946 0 0 468982 467455 0 0 493012 447951 515015 1351846 1385416 -14263 660134 13419425 14587372 210288 215448 13209137 14371924 X SUPPORT THE EDUCATIONAL AND PHILANTHROPIC PURPOSES OF ALPHA CHI OMEGA THROUGH EFFECTIVE FUNDRAISING AND STEWARDSHIP OF FINANCIAL RESOURCES. 0 0 100684 100684 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. 45078 45078 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. 25032 25032 THE ORGANIZATION SUPPORTED EFFORTS FROM THE COLLEGIATE EXPERIENCE DEPARTMENT FOCUSED ON RISK MANAGEMENT TRAINING TO ENSURE THAT ALL COLLEGIANS UNDERSTAND THAT LEADING A HEALTHY LIFESTYLE LEADS TO A SAFER AND HEALTHIER COLLEGIATE AND LIFETIME EXPERIENCE; AND TO HELP OUR VOLUNTEERS AND STAFF TO FOCUS THEIR EFFORTS TO ENCOURAGE HEALTHY INDIVIDUAL DECISIONS. CONTINUOUS SUPPORT IS PROVIDED TO CHAPTERS THROUGH THE DEPARTMENT'S COMMITMENT TO HIRE AND TRAIN CHAPTER CONSULTANTS WHO DELIVER PRESENTATIONS ON RISK MANAGEMENT, OFFICER TRANSITIONS, ALL MEMBER RETREATS, NEW MEMBER EDUCATION, DIVERSITY, AND OTHER KEY AREAS. 353365 232152 OTHER PROGRAM SERVICES INCLUDE SCHOLARSHIPS, MEMBER ASSISTANCE, EDUCATION ASSISTANCE, LOVE & LOYALTY GRANTS AND CONTRIBUTIONS TO OTHER ORGANIZATIONS. 353365 232152 524159 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 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 IN X X CHERI ELLEN O'NEILL 3175795050 5939 CASTLE CREEK PKWY N DR INDIANAPOLIS IN 462504343 CHERI O'NEILL 18.00 X X 38981 0 3680 ANNE E HELLIWELL 10.00 X 0 0 0 MARY KACMARCIK BAKER 4.00 X 0 0 0 KATY EVANCO BROWN 4.00 X 0 0 0 SANDRA BOWERS MURMAN 4.00 X 0 0 0 DONNA SMITH CHERECK 4.00 X 0 0 0 MARSHA KING GRADY 4.00 X 0 0 0 KITTY CANNON DEKIEFFER 4.00 X 0 0 0 MAXINE BIZON MAZUR 4.00 X 0 0 0 DIANE WILSON BLACKWELDER 4.00 X 0 0 0 MARY MCMURTRY WINKLER 4.00 X 0 0 0 SUZIE MCCLENDON SYMCOX 4.00 X 0 0 0 MERLYNN HARRIS PITCHER 4.00 X 0 0 0 TARYN CONDON 4.00 X 0 0 0 ELIZABETH CAHILL 4.00 X 0 0 0 CLAIRE BAILEY 4.00 X 0 0 0 MARGARET KILNER 4.00 X 0 0 0 38981 0 3680 0 0 0 0 0 1395337 25507 1395337 409731 409731 2577260 2337519 239741 239741 239741 OTHER INCOME 900099 741 741 741 2045550 0 0 650213 301340 301340 101606 101606 385966 79020 166342 140604 48446 16896 12892 18658 33043 6165 16021 10857 9257 8932 325 15300 15300 53600 53600 26030 19189 6841 146637 11626 16201 118810 5898 5898 27283 4638 11186 11459 105643 299 12811 92533 1271 1271 8935 162 8773 DIRECT MAIL EXPENSE 44507 44507 DESIGN LAYOUT 24291 24291 BAD DEBT EXPENSE 23609 23609 LYRE EXPENSE 15991 2569 13422 BANK SERVICE CHARGES 4296 4296 2467 535 1932 1385416 524159 368245 493012 1598253 800101 432002 779792 44167 384117 72939 549468 254672 177442 86164 77230 5136714 5848523 5986774 6084977 62412 63164 13419425 14587372 210288 215448 210288 215448 X 1849438 1999774 1334917 2427573 10024782 9944577 13209137 14371924 13419425 14587372 X 660134 502653 X X 0 1 1 X 0 X 886849 1176397 1398611 949601 1395337 5806795 886849 1176397 1398611 949601 1395337 5806795 128851 5677944 298610 590577 470921 203110 409731 1972949 388 148 582 741 1859 7781603 0.72970 0.75250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 52950 7973896 170119 1049526 118710 49860 185194 8839777 7251740 150932 821461 47172 203065 7973896 8023028 368463 -934423 50404 154924 7251740 0.80610 0.19390 0 0 171389 94767 76622 83283 82675 608 77230 ARTWORK 52950 C CORPORATE OBLIGATIONS 699329 F U.S. GOVERNMENT OBLIGATIONS 552668 F ALTERNATIVE MUTUAL FUNDS 1406191 F MORTGAGE AND ASSET BACKED SECURITIES 252110 F BENEFICIAL INTEREST IN PERPETUAL TRUST 2818820 F CERTIFICATES OF DEPOSIT 302909 F 6084977 2045550 1385416 660134 737892 -235239 502653 1162787 2548203 737892 -235239 502653 2045550 0 2045550 1385416 0 1385416 0 1385416 PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -237,769. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 2,530. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -237,769. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 2,530. 1 ALPHA CHI OMEGA FRATERNITY INC 5939 CASTLE CREEK PARKWAY N DR INDIANAPOLIS IN 46250 350141875 501(C)7 263039 EDUCATIONAL GRANTS EASTER SEALS INC 233 SOUTH WACKER DRIVE SUITE 2400 CHICAGO IL 60606 362171729 501(C)3 5069 PHILANTHROPIC SUPPORT 1 1 EDUCATIONAL GRANTS 141 101606 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. HETRICK COMMUNICATION INC HUSBAND OF EXECUTIVE DIRECTOR 44658 FUNDRAISING ADVERTISING, DIRECT MAIL, PHOTO SHOOT, LETTERS, PLANNED GIVING MATERIALS, ETC. 0 X 3 13774 FMV X IN-KIND 29 11733 COST 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, AND THEN FORWARDED FOR REVIEW TO THE AUDIT COMMITTEE COMPRISED OF 6 BOARD MEMBERS FROM THE BOARDS OF THE 3 RELATED FRATERNAL CORPORATIONS. (FRATERNITY, FOUNDATION AND NATIONAL HOUSING CORPORATION). AFTER REVIEW AND APPROVAL, IT IS FORWARDED TO THE BOARD MEMBERS. 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 FRATERNITY 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 737,892. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -237,769. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 2,530. TOTAL TO FORM 990, PART XI, LINE 5: 502,653. FORM 990, PART XII, LINE 2C THE ORGANIZATION DOES HAVE AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND REVIEW OF THE 990.