2011-03-09T15:05:34-06:00 2010-07-31 BLUE & CO LLC 12800 N MERIDIAN ST SUITE 400 CARMEL IN 46032 990 2009-08-01 310949882 Alpha Chi Omega Foundation Inc ALPH 3175795050 5939 Castle Creek PKWY North Drive Indianapolis IN 462504343 Cheri Ellen O'Neill 3175795050 2011-02-24 1 Eric Jaske 3178488920 2011-02-24 2009 2016-02-24 21:20:13Z Cheri Ellen O'Neill 5939 Castle Creek Pkwy N Indpls IN 46250 7977329 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 1398611 949601 0 -840103 387400 148 582 558656 1337583 502532 434913 0 480552 468982 0 379463 383452 447951 1366536 1351846 -807880 -14263 14090067 13419425 102605 210288 13987462 13209137 Support the educational and philanthropic purposes of Alpha Chi Omega through effective fundraising and stewardship of financial resources. 0 0 176887 176887 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. 48000 48000 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. 46508 46508 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. 284101 163518 OTHER PROGRAM SERVICES INCLUDE SCHOLARSHIPS, MEMBER ASSISTANCE, EDUCATION ASSISTANCE, LOVE & LOYALTY GRANTS AND CONTRIBUTIONS TO OTHER ORGANIZATIONS. 284101 163518 555496 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 X 39315 91735 11660 ANNE E HELLIWELL 10.00 X 0 0 0 MARY KACMARCIK BAKER 4.00 X 0 0 0 Angela Kern Seaworth 4.00 X 0 0 0 KAREN MILEY 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 Suzie McCLENDON SYMCOX 4.00 X 0 0 0 Kristin K Koppen 4.00 X 0 0 0 Taryn Condon 4.00 X 0 0 0 SARAH DIAZ 4.00 X 0 0 0 Margaret Kilner 4.00 X 0 0 0 JESSICA TAYLOR 4.00 X 0 0 0 39315 91735 11660 0 0 0 0 0 949601 949601 203110 203110 6824036 6639746 184290 184290 184290 Other Income 900099 582 582 582 1337583 0 0 387982 369271 369271 65642 65642 42875 42875 346670 73360 120716 152594 48551 11609 16847 20095 30886 5619 13405 11862 12846 12846 15812 15812 46223 46223 58914 57343 1571 51266 5309 22506 23451 4707 4707 27047 5086 11204 10757 54783 128 20241 34414 83747 17722 25320 40705 8998 225 8773 Direct Mail Expense 52399 52399 Lyre Expense 14000 1750 12250 Design Layout 9420 9420 Bank Service Charges 4538 4538 Repairs & Maintenance 1827 655 1172 1424 1424 1351846 555496 416887 379463 1600800 1598253 290024 432002 14590 44167 94937 72939 261122 174958 95162 86164 4770990 5136714 6918857 5986774 304707 62412 14090067 13419425 102605 210288 102605 210288 X 1856478 1849438 1046646 1334917 11084338 10024782 13987462 13209137 14090067 13419425 X 0 1 1 X 0 X 1420834 886849 1176397 1398611 949601 5832292 1420834 886849 1176397 1398611 949601 5832292 133006 5699286 177200 298610 590577 470921 203110 1740418 388 148 582 1118 7573828 0.75250 0.71080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 52950 7251740 150932 821461 47172 203065 7973896 8023028 368463 -934423 50404 154924 7251740 0.87380 0.12620 0 0 171389 85995 85394 89733 88963 770 86164 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 5986774 1337583 1351846 -14263 444004 -1208066 -764062 -778325 573521 444004 -1208066 -764062 1337583 0 1337583 1351846 0 1351846 0 1351846 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. 1 ALPHA CHI OMEGA FRATERNITY INC 5939 CASTLE CREEK PARKWAY N DR INDIANAPOLIS IN 46250 350141875 501(c)7 340251 educational grants 1 EDUCATIONAL GRANTS 126 65642 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 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 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.