2026-08-27T15:36:16-05:00 2026-04-30 251585317 SMITH LEWIS CHESS COMPANY 1776 WARREN ROAD INDIANA PA 15701 990 2025-05-01 310936294 CHI OMEGA FOUNDATION CHIO 9017488600 3395 PLAYERS CLUB PARKWAY MEMPHIS TN 38125 SALLY KIMBALL EXECUTIVE VICE PRESIDENT 9017488600 2026-08-27 1 BRENDA DICICCO P00878207 7243499533 2026-08-27 2025 2025-03-06 01:10:19Z SALLY KIMBALL 3395 PLAYERS CLUB PARKWAY MEMPHIS TN 38125 16801335 0 X WWW.CHIOMEGA.COM/ABOUT-FOUNDATION X 1977 OH TO SUPPORT EDUCATIONAL & LEADERSHIP DEVELOPMENT THROUGH SCHOLARSHIPS, GRANTS & LEARNING OPPORTUNITIES. 13 13 13 147 0 0 5838808 7823540 152018 158258 3171864 5629839 0 0 9162690 13611637 2962215 3950116 0 0 945208 963739 72304 75901 1034597 1197291 1556291 5177018 6546047 3985672 7065590 62953956 75297932 1162829 1028620 61791127 74269312 X THE CHI OMEGA FOUNDATION SUPPORTS EDUCATIONAL & LEADERSHIP DEVELOPMENT THROUGH SCHOLARSHIPS, GRANTS AND OTHER LEARNING OPPORTUNITIES. 0 0 563889 563889 SCHOLARSHIPS AND AID TO MEMBERS IN NEED: THE FOUNDATION AWARDS ANNUAL SCHOLARSHIPS TO QUALIFIED RECIPIENTS FOR UNDERGRADUATE AND GRADUATE EDUCATIONAL PURSUITS. SCHOLARSHIPS ARE AWARDED BASED ON MULTIPLE FACTORS INCLUDING ACADEMIC MERIT, LEADERSHIP WITHIN THE ORGANIZATION, FINANCIAL NEED AND FIELD OF STUDY. THE FOUNDATION PROVIDES EMERGENCY AID GRANTS TO QUALIFYING MEMBERS WHO ARE EXPERIENCING UNEXPECTED TIMES OF NEED DUE TO FINANCIAL, MEDICAL OR DISASTER SITUATIONS. 897565 897565 EDUCATIONAL PROGRAMMING: THE FOUNDATION SUPPORTS THE DEVELOPMENT AND IMPLEMENTATION OF EDUCATIONAL AND LEADERSHIP PROGRAMMING TO OVER 290,000 MEMBERS THROUGH IN PERSON AND VIRTUAL LEARNING SETTINGS. PROGRAMMING FOSTERS PERSONAL GROWTH AND PREPARES COLLEGIANS AND ALUMNAE TO SERVE AS LEADERS. THROUGH THIS TRAINING, MEMBERS EXPERIENCE EXTENSIVE PERSONAL GROWTH AND IN TURN SHARE THEIR KNOWLEDGE AND SKILLS WITH OTHERS ON THEIR CAMPUSES AND IN THEIR COMMUNITIES. 2488663 2488663 EDUCATIONAL AREA HOUSING GRANTS AND HEADQUARTERS PRESERVATION ENHANCEMENTS: EDUCATIONAL AREA HOUSING GRANTS TO CHI OMEGA HOUSE CORPORATIONS TO SUPPORT THE EDUCATIONAL PORTION OF CHAPTER HOUSING. THE FOUNDATION PRESERVES AND MAINTAINS THE CHI OMEGA EXECUTIVE HEADQUARTERS THAT HOUSES ADMINISTRATIVE, PROGRAM AND CUSTOMER SERVICES AS WELL AS DISPLAYS CHI OMEGA'S IMPACT ON WOMEN'S HISTORY. 899816 OTHER PROGRAM SERVICE EXPENSES ARE MADE UP OF THE EDUCATIONAL PORTION OF EXPENSES TO MAINTAIN AND OPERATE THE CHI OMEGA EXECUTIVE HEADQUARTERS. 899816 4849933 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 30 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN OH AL AK RI AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OK OR PA SC VA WA WV WI NV UT X HOLLY BAILEY DIRECTOR OF FINANCE 9017488600 3395 PLAYERS CLUB PARKWAY MEMPHIS TN 38125 ANN BRADSHAW PRESIDENT 20.00 X X 0 0 0 ANNA BUCKNER VICE PRESIDENT 10.00 X X 0 0 0 CATHEY HUMPHREYS TRUSTEE 10.00 X 0 0 0 CORINNA CASEY TRUSTEE 10.00 X 0 0 0 DANNA REDMOND SECRETARY 10.00 X X 0 0 0 ERIN PACKWOOD TRUSTEE 10.00 X 0 0 0 GAIL MUNCRIEF TRUSTEE 10.00 X 0 0 0 JAN HECK TRUSTEE 10.00 X 0 0 0 LAURA CONNOR TRUSTEE 10.00 X 0 0 0 LETITIA FULKERSON TREASURER 20.00 X X 0 0 0 NANCY LAURIE EX-OFFICIO TRUSTEE 5.00 X 0 0 0 SUSAN MILLER BUSH TRUSTEE 10.00 X 0 0 0 STEPHANIE F DAHL TRUSTEE 10.00 X 0 0 0 JANE HIRT TRUSTEE 10.00 X 0 0 0 KELLY BINGEL EX-OFFICIO TRUSTEE 5.00 X 0 0 0 CLAIRE WHITE CHIEF FINANCIAL OFFICER 2.00 X 0 0 0 HOLLY BAILEY DIRECTOR OF FINANCE 30.00 X 96147 0 10582 SALLY KIMBALL EXECUTIVE VICE PRESIDENT 40.00 X 147239 0 12893 243386 0 23475 1 0 1 0 MONTOMERY MARTIN CONTRACTORS LLC 8245 TOURNAMENT DRIVE SUITE 300 MEMPHIS TN 38125 GENERAL CONTRACTOR 296843 CHARLES SCHWAB 3000 SCHWAB WAY WESTLAKE TX 76262 INVESTMENT ADVISORY 130678 EMPRINTING 3081 BARTLETT CORPORATE DRIVE BARTLETT TN 38133 PRINTING 125804 3 7823540 1213199 7823540 RENTAL INCOME - (CHI OMEGA FRATER 532000 88510 88510 SERVICE FEE INCOME 531390 69748 69748 158258 3195899 3195899 5623638 3189698 2433940 2433940 2433940 13611637 5788097 0 0 3386227 3386227 563889 563889 253552 45521 115389 92642 573237 138440 137443 297354 35651 7932 10902 16817 39523 8794 12086 18643 61776 13745 18891 29140 16323 9573 6750 29975 29975 75901 75901 13079 13079 69026 31252 37774 187847 135250 52597 83487 31988 12440 39059 REPAIRS AND MAINTENANCE 243146 175065 68081 COMPUTER SERVICES AND S 174172 116068 42086 16018 EVENTS 144375 144375 DIRECT MAIL 134710 134710 460151 217441 110546 132164 6546047 4849933 661517 1034597 256832 381118 8229308 9121594 2528283 3052223 56667 56392 7132966 4730325 2063005 2402641 49553452 60096797 266409 187167 62953956 75297932 905752 878562 257077 150058 1162829 1028620 X 6757371 7951981 55033756 66317331 61791127 74269312 62953956 75297932 7065590 5412595 0 X X 0 1 X 1 0 X 5382081 6788632 10767316 5838808 7823540 36600377 5382081 6788632 10767316 5838808 7823540 36600377 5438705 31161672 1154621 1162559 1631158 2451373 3195899 9595610 331400 331400 46527387 0.66970 0.68000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25737 X X 0 45518837 3234498 9769637 1897574 581407 56043991 42195579 1784457 3619885 1607803 473281 45518837 34985422 4987447 4082561 1448439 411412 42195579 31563184 4665146 392977 1283962 351923 34985422 32608939 2277136 -1894753 1096994 331144 31563184 0 0 619104 619104 4610281 3080740 1529541 74899 74899 0 1024182 770186 253996 804500 804500 0 2402641 FINANCE LEASE LIABILITY 150058 150058 X 19024232 5412595 5412595 13611637 0 13611637 6546047 0 6546047 0 6546047 PART III, LINE 4: COLLECTIONS CONSIST OF ART PURCHASED AND DONATED TO THE FOUNDATION. COLLECTIONS ARE PERMANENTLY ON DISPLAY AT EXECUTIVE HEADQUARTERS AND REFLECT ORGANIZATION'S IMPACT ON AMERICAN SOCIETY THROUGH SEVERAL GENERATIONS. PART X, LINE 2: THE FOUNDATION HAS ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS, ASC SECTION 740 (FORMERLY KNOWN AS FIN 48) AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, WITH NO CUMULATIVE EFFECT ADJUSTMENT REQUIRED. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE FOUNDATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN AN ADVERSE MATERIAL EFFECT ON THE FOUNDATION'S FINANCIAL POSITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE FOUNDATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS FOR THE YEARS ENDED APRIL 30, 2026 AND 2025. MANAGEMENT ESTIMATES AT APRIL 30, 2026 THAT THE PREVIOUS THREE YEARS OF FILED RETURNS FOR EXEMPT ORGANIZATIONS ARE OPEN FOR EXAMINATION BY AUTHORITIES. PART V LINE 4 AND PART XI LINE 8 PART V LINE 4 - CHI OMEGA FOUNDATION INTENDS TO USE ITS ENDOWMENT FUNDS TO PROVIDE A SOURCE OF INCOME TO PROVIDE SCHOLARSHIPS, GRANTS AND EDUCATIONAL SUPPORT TO COLLEGIANS, ALUMNAE AND CHI OMEGA FRATERNITY IN SUPPORT OF ITS EXEMPT PURPOSE AND MISSION. PART XI LINE 8 - UNREALIZED GAINS ON INVESTMENTS $5,412,595 X X X X X X 1 THE STELTER COMPANY PO BOX 5228 DES MOINES IA 50303 CONSULTING 0 264531 45818 218713 CELSINUS PARTNERS 7105 DEER HOLLOW LANE MAUMEE OH 43537 CONSULTING 0 0 28800 -28800 264531 74618 189913 AL AK RI AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA SC TN UT VA WA WV WI NV 1 THE BUILDING ASSOCIATION OF THE EPSILON ALPHA CHAPTER OF CHI OMEGA PO BOX 2436 EDMOND OK 73083 731233879 501(C)(7) 10890 0 EDUCATIONAL AREA HOUSING GRANT NU CHAPTER HOUSE ASSOCIATION OF CHI OMEGA INC 115 LANGDON ST MADISON WI 537031306 390206270 501(C)(7) 12512 0 EDUCATIONAL AREA HOUSING GRANT TAU OF CHI OMEGA FRATERNITY HOUSE CORPORATION PO BOX 1268 OXFORD MS 38655 237160987 501(C)(7) 72564 0 EDUCATIONAL AREA HOUSING GRANT CHI OMEGA FRATERNITY 3395 PLAYERS CLUB PARKWAY MEMPHIS TN 38125 310851686 501(C)(7) 861847 0 TO PROVIDE EDUCATIONAL SUPPORT TO THE CHI OMEGA FRATERNITY EPSILON BETA OF CHI OMEGA FOUNDATION INC PO BOX 807 CHAPEL HILL NC 27514 560654921 501(C)(7) 427366 0 EDUCATIONAL AREA HOUSING GRANT CHI BETA OF PURDUE UNIVERSITY INC PO BOX 1497 LAFAYETTE IN 47902 356073610 501(C)(7) 1945933 0 EDUCATIONAL AREA HOUSING GRANT LUBBOCK CHI OMEGA EDUCATIONAL CORPORATION 3521 154TH STREET LUBBOCK TX 79423 751248029 501(C)(7) 14537 0 EDUCATIONAL AREA HOUSING GRANT NU KAPPA CHAPTER OF CHI OMEGA HOUSE CORPORATION 201 COUNTRY CLUB ROAD STATESBORA GA 30458 581363157 501(C)(7) 12512 0 EDUCATIONAL AREA HOUSING GRANT FOUNDATION FOR FRATERNAL EXCELLENCE INC 11722 ALLISONVILLE ROAD SUITE 103 BOX 353 FISHERS IN 46038 351876572 501(C)(3) 25000 0 CHARITABLE SUPPORT SCHOLARSHIPS FOR STUDENTS ATTENDING SCHOOLS IN THE UNITED STATES 345 486134 EMERGENCY AID GRANTS 89 77755 X X X 0 0 0 0 0 0 0 0 0 SALLY KIMBALL EXECUTIVE VICE PRESIDENT 147239 147239 0 0 0 9339 0 0 0 3554 147239 160132 0 0 X 37 1213199 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE FOUNDATION ENTERED INTO AN AGREEMENT WITH CARS (CHARITABLE ADULT RIDES AND SERVICES). THIS AGREEMENT WAS ENTERED INTO DURING THE FISCAL YEAR ENDING 4/30/25 WITH THE INTENT TO PARTNER WITH ANOTHER 501C3 ORGANIZATION FOR VEHICLE DONATIONS. THE AGREEMENT STATES THAT CARS ACCEPTS VEHICLE DONATIONS BY INTERESTED DONORS AND THEN HANDLES THE SALE OF THE VEHICLE. ANY NET PROCEEDS RESULTING FROM THE SALE OF A VEHICLE, LESS FEES AND EXPENSES, WILL BE DONATED TO THE CHI OMEGA FOUNDATION AS A CASH DONATION FROM CARS. DURING THE FISCAL YEAR ENDED 4/30/26, NO DONATIONS FROM THIS ORGANIZATION WERE RECEIVED ALTHOUGH THE AGREEMENT WAS IN PLACE. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES REVIEWS THE 990 AND RELATED SCHEDULES PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SENT TO THE BOARD OF TRUSTEES AND STAFF MEMBERS ANNUALLY. EACH BOARD AND STAFF MEMBER ARE TO READ THE POLICY AND SIGN A STATEMENT ATTESTING THAT THEY HAVE NO KNOWN CONFLICTS OF INTEREST. IF THEY DO HAVE A CONFLICT OF INTEREST THEY ATTEST TO THAT CONFLICT BY SIGNING A STATEMENT THAT NOTES THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES REVIEWS THE RESPONSIBILITIES OF THE EXECUTIVE VICE PRESIDENT (THE FOUNDATION'S HIGHEST RANKING PAID STAFF MEMBER EQUIVALENT TO AN EXECUTIVE DIRECTOR) AND COMPARES THE COMPENSATION PAID BY THE FOUNDATION TO HOW OTHER SIMILAR ORGANIZATIONS COMPENSATE EMPLOYEES IN THE SAME POSITION. THE BOARD OF TRUSTEES COMPENSATES OTHER OFFICERS AND KEY EMPLOYEES BY REVIEWING SALARIES AND WAGES PAID IN THE MARKET FOR SIMILAR POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 CHI OMEGA FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PART II, LINE 2C NO CHANGES HAVE BEEN MADE TO THE PROCESS OVER THE PRIOR YEAR. FORM 990, PART IV, LINE 34 THE CHI OMEGA FOUNDATION AND THE CHI OMEGA FRATERNITY SHARE A HISTORY AND OFTEN WORK TOGETHER IN CREATING THEIR HISTORIES AND FULFILLING THEIR MISSIONS. AS SUCH, THE TWO ORGANIZATIONS HAVE A RELATIONSHIP, BUT ARE NOT TECHNICALLY "RELATED ORGANIZATIONS" AS DEFINED IN THE INSTRUCTIONS TO FORM 990. FORM 990, PART VII, SECTION A, COLUMN D AND E OFFICERS ARE LEASED TO THE CHI OMEGA FOUNDATION (COLUMN D) BY THEIR PAYROLL PROVIDER. THE W-2'S ARE ISSUED IN THE NAME OF THE PAYROLL PROVIDER AND NOT THE NAME OF THE CHI OMEGA FOUNDATION.