ALPHA CHI OMEGA FOUNDATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- ALPHA CHI OMEGA FOUNDATION INC (EIN 31-0949882)
- Tax period
- 2009-08-01 to 2010-07-31
- Filed
- 2011-03-09
- IRS object ID
- 201120689349300422
- Schema version
- 2009v1.7
- 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 | 2011-03-09T15:05:34-06:00 | Timestamp |
| Tax Period End Date | 2010-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2009-08-01 | 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 | Cheri Ellen O'Neill | Name |
| Title | Executive Director | Title |
| Phone | 3175795050 | Phone |
| Date Signed | 2011-02-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Eric Jaske | Name |
| Phone | 3178488920 | Phone |
| Date Prepared | 2011-02-24 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Cheri Ellen O'Neill | 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 | 7977329 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| 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 | 1398611 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 949601 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -840103 | InvestmentIncomePriorYear |
| Investment Income Current Year | 387400 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 148 | OtherRevenuePriorYear |
| Other Revenue Current Year | 582 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 558656 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1337583 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 502532 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 434913 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 480552 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 468982 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 379463 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 383452 | OtherExpensePriorYear |
| Other Expenses Current Year | 447951 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1366536 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1351846 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -807880 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -14263 | RevenuesLessExpensesCY |
| Total Assets BOY | 14090067 | TotalAssetsBOY |
| Total Assets EOY | 13419425 | TotalAssetsEOY |
| Total Liabilities BOY | 102605 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 210288 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13987462 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13209137 | NetAssetsOrFundBalancesEOY |
| 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 | 176887 | Expense |
| Grants | 176887 | Grants |
| Description | Support efforts from this department focus on educating collegiate chapter members on issues that include leadership skills, conflict resolution, confidence building, etc. It is a practice of the department to provide Collegiate Experience staff to present at province and/or state days. 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 48000 | Expense |
| Grants | 48000 | 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 in 12 chapters: Bucknell University, Syracuse University, Baker College, 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 |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 46508 | Expense |
| Grants | 46508 | Grants |
| Description | Leadership Academy is a fraternity-supported program that provided training and education to all chapter presidents, vice presidents of finance, and chapter advisors. The training includes sessions that focus on effective 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 her life beyond her experiences in college. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 284101 | Expense |
| Grants | 163518 | Grants |
| Description | OTHER PROGRAM SERVICES INCLUDE SCHOLARSHIPS, MEMBER ASSISTANCE, EDUCATION ASSISTANCE, LOVE & LOYALTY GRANTS AND CONTRIBUTIONS TO OTHER ORGANIZATIONS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 284101 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 163518 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 555496 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | 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 |
| 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 |
| 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 | 0 | 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 |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cheri Ellen O'Neill | 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 |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| CHERI O'NEILL | |||||||
| EXECUTIVE DIRECTOR | 18.00 | X | X | X | 39315 | 91735 | 11660 |
| ANNE E HELLIWELL | |||||||
| chair | 10.00 | X | 0 | 0 | 0 | ||
| MARY KACMARCIK BAKER | |||||||
| Treasurer/Trustee | 4.00 | X | 0 | 0 | 0 | ||
| Angela Kern Seaworth | |||||||
| Trustee | 4.00 | X | 0 | 0 | 0 | ||
| KAREN MILEY | |||||||
| trustee | 4.00 | X | 0 | 0 | 0 | ||
| DONNa smith chereck | |||||||
| trustee | 4.00 | X | 0 | 0 | 0 | ||
| marsha king grady | |||||||
| trustee | 4.00 | X | 0 | 0 | 0 | ||
| Kitty Cannon deKieffer | |||||||
| trustee | 4.00 | X | 0 | 0 | 0 | ||
| MAXINE Bizon Mazur | |||||||
| trustee | 4.00 | X | 0 | 0 | 0 | ||
| Diane Wilson Blackwelder | |||||||
| trustee | 4.00 | X | 0 | 0 | 0 | ||
| Suzie McCLENDON SYMCOX | |||||||
| trustee | 4.00 | X | 0 | 0 | 0 | ||
| Kristin K Koppen | |||||||
| trustee | 4.00 | X | 0 | 0 | 0 | ||
| Taryn Condon | |||||||
| Student Trustee | 4.00 | X | 0 | 0 | 0 | ||
| SARAH DIAZ | |||||||
| Student Trustee | 4.00 | X | 0 | 0 | 0 | ||
| Margaret Kilner | |||||||
| Student Trustee | 4.00 | X | 0 | 0 | 0 | ||
| JESSICA TAYLOR | |||||||
| Student Trustee | 4.00 | X | 0 | 0 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 39315 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 91735 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 11660 | 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 | 949601 | AllOtherContributions |
| Total Contributions | 949601 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 203110 | TotalRevenueColumn |
| Exclusion | $203,110 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6824036 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6639746 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 184290 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 184290 | TotalRevenueColumn |
| Exclusion | $184,290 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Income | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 582 | TotalRevenueColumn |
| Exclusion | $582 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 582 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1337583 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $387,982 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 369271 | Total |
| Program Services | 369271 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65642 | Total |
| Program Services | 65642 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42875 | Total |
| Management And General | 42875 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 346670 | Total |
| Program Services | 73360 | ProgramServices |
| Management And General | 120716 | ManagementAndGeneral |
| Fundraising | 152594 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48551 | Total |
| Program Services | 11609 | ProgramServices |
| Management And General | 16847 | ManagementAndGeneral |
| Fundraising | 20095 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30886 | Total |
| Program Services | 5619 | ProgramServices |
| Management And General | 13405 | ManagementAndGeneral |
| Fundraising | 11862 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12846 | Total |
| Management And General | 12846 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15812 | Total |
| Management And General | 15812 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46223 | Total |
| Management And General | 46223 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58914 | Total |
| Management And General | 57343 | ManagementAndGeneral |
| Fundraising | 1571 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51266 | Total |
| Program Services | 5309 | ProgramServices |
| Management And General | 22506 | ManagementAndGeneral |
| Fundraising | 23451 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4707 | Total |
| Management And General | 4707 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27047 | Total |
| Program Services | 5086 | ProgramServices |
| Management And General | 11204 | ManagementAndGeneral |
| Fundraising | 10757 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54783 | Total |
| Program Services | 128 | ProgramServices |
| Management And General | 20241 | ManagementAndGeneral |
| Fundraising | 34414 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83747 | Total |
| Program Services | 17722 | ProgramServices |
| Management And General | 25320 | ManagementAndGeneral |
| Fundraising | 40705 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8998 | Total |
| Management And General | 225 | ManagementAndGeneral |
| Fundraising | 8773 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| Direct Mail Expense | 52399 | 52399 | ||
| Lyre Expense | 14000 | 12250 | 1750 | |
| Design Layout | 9420 | 9420 | ||
| Bank Service Charges | 4538 | 4538 | ||
| Repairs & Maintenance | 1827 | 1172 | 655 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1424 | Total |
| Management And General | 1424 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1351846 | Total |
| Program Services | 555496 | ProgramServices |
| Management And General | 416887 | ManagementAndGeneral |
| Fundraising | 379463 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1600800 | BOY |
| EOY | 1598253 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 290024 | BOY |
| EOY | 432002 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14590 | BOY |
| EOY | 44167 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94937 | BOY |
| EOY | 72939 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 261122 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 174958 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95162 | BOY |
| EOY | 86164 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4770990 | BOY |
| EOY | 5136714 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6918857 | BOY |
| EOY | 5986774 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 304707 | BOY |
| EOY | 62412 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14090067 | BOY |
| EOY | 13419425 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102605 | BOY |
| EOY | 210288 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102605 | BOY |
| EOY | 210288 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1856478 | BOY |
| EOY | 1849438 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1046646 | BOY |
| EOY | 1334917 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11084338 | BOY |
| EOY | 10024782 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13987462 | BOY |
| EOY | 13209137 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14090067 | BOY |
| EOY | 13419425 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 1420834 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 886849 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1176397 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1398611 | CurrentTaxYearMinus1Year |
| Current Tax Year | 949601 | CurrentTaxYear |
| Total | 5832292 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1420834 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 886849 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1176397 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1398611 | CurrentTaxYearMinus1Year |
| Current Tax Year | 949601 | CurrentTaxYear |
| Total | 5832292 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 133006 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5699286 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 177200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 298610 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 590577 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 470921 | CurrentTaxYearMinus1Year |
| Current Tax Year | 203110 | CurrentTaxYear |
| Total | 1740418 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 388 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 148 | CurrentTaxYearMinus1Year |
| Current Tax Year | 582 | CurrentTaxYear |
| Total | 1118 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 7573828 | TotalSupport |
| Public Support Pertcentage170 | 0.75250 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.71080 | 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
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 52950 | AssetsInPartX |
Current Year CurrentYear
| 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 Minus1 Year CurrentYearMinus1Year
| 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 | 0.87380 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.12620 | 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 | 85995 | Depreciation |
| Book Value | 85394 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 89733 | OtherCostOrOtherBasis |
| Depreciation | 88963 | Depreciation |
| Book Value | 770 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 86164 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Artwork | 52950 | C |
| Corporate obligations | 975765 | F |
| U.S. Government obligations | 423406 | F |
| ALTERNATIVE MUTUAL FUNDS | 1191686 | F |
| Mortgage and asset backed Securities | 286378 | F |
| Beneficial Interest in perpetual trust | 3056589 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 5986774 | TotalOfBookValueSecurities |
| Total Revenue | 1337583 | TotalRevenue |
| Total Expenses | 1351846 | TotalExpenses |
| Excess Or Deficit For Year | -14263 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 444004 | NetUnrealizedGLOnInvestments |
| Other | -$1,208,066 | OtherAmount |
| Total Adjustments | -764062 | TotalAdjustments |
| Excess Or Deficit Per FS | -778325 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 573521 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 444004 | NetUnrealizedGainsInvestments |
| Other Revenues | -1208066 | OtherRevenues |
| Revenue Not Rptd F990 | -764062 | RevenueNotRptdF990 |
| Revenue Subtotal | 1337583 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1337583 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1351846 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1351846 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1351846 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XI, Line 8 - Other Adjustments: | Change in Value of Beneficial Interest in Perpetual Trust: -1210488. Increase in Cash Surrender Value: 2422. |
| Part XII, Line 2d - Other Adjustments: | Change in value of beneficial interest in perpetual trust: -1210488. Increase in Cash Surrender Value: 2422. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPHA CHI OMEGA FRATERNITY INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5939 CASTLE CREEK PARKWAY N DR | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46250 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 350141875 | EINOfRecipient |
| IRC Section | 501(c)7 | IRCSection |
| Amount Of Cash Grant | 340251 | AmountOfCashGrant |
| Purpose Of Grant | educational grants | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | EDUCATIONAL GRANTS | TypeOfGrant |
| Number Of Recipients | 126 | NumberOfRecipients |
| Amount Of Cash Grant | 65642 | 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 L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| HETRICK COMMUNICATION INC | |||
| HUSBAND OF EXECUTIVE DIRECTOR | 38284 | Fundraising Brochure | 0 |
| HETRICK COMMUNICATION INC | |||
| HUSBAND OF EXECUTIVE DIRECTOR | 7525 | Fundraising Direct Mail | 0 |
| HETRICK COMMUNICATION INC | |||
| HUSBAND OF EXECUTIVE DIRECTOR | 8230 | Fundraising PowerPoint | 0 |
| HETRICK COMMUNICATION INC | |||
| HUSBAND OF EXECUTIVE DIRECTOR | 315 | BH Project | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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. |
| FORM 990, PART XI, LINE 2C: | THE ORGANIZATION DOES HAVE AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND REVIEW OF THE 990. |