2024-10-24T16:09:36-05:00 2024-06-30 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2023-07-01 581343315 ALPHA OMICRON PI FOUNDATION ALPH 6153700920 5390 VIRGINIA WAY BRENTWOOD TN 37027 ASHLEY BYRD EXECUTIVE DIRECTOR 6153700920 2024-10-23 1 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2024-10-23 2023 2024-10-15 13:58:12Z ASHLEY BYRD 5390 VIRGINIA WAY BRENTWOOD TN 37027 4002147 0 X WWW.AOIIFOUNDATION.ORG X 1978 TN INVEST IN OUR SISTERS AND INSPIRE A LIFETIME OF GIVING TO INNOVATIVE LEADERSHIP, EDUCATIONAL AND PHILANTHROPIC CAUSES. 8 8 5 95 0 0 2196935 2651402 0 0 278096 365518 25116 31424 2500147 3048344 2225437 1223398 0 0 415014 413246 50000 51000 535354 317235 387467 3007686 2075111 -507539 973233 12663765 13901105 1742564 1362026 10921201 12539079 X THE ALPHA OMICRON PI FOUNDATION INVESTS IN OUR SISTERS AND INSPIRES A LIFETIME OF GIVING TO INNOVATIVE LEADERSHIP, EDUCATIONAL AND PHILANTHROPIC CAUSES. 0 0 649055 605440 ARTHRITIS RESEARCH AND EDUCATION: GRANTS ARE AWARDED FOR PURE OR APPLIED RESEARCH IN A FIELD RELATED TO ARTHRITIS AND/OR RHEUMATOID DISEASES. THIS ALSO INCLUDES SPONSORSHIP OF THE ARTHRITIS FOUNDATION. 224875 224875 SCHOLARSHIPS: SCHOLARSHIPS ARE AWARDED TO MEMBERS OF AOII FOR UNDERGRADUATE OR GRADUATE LEVEL TUITION AND BOOKS. 307968 307968 FRATERNITY EDUCATIONAL GRANTS: EDUCATIONAL GRANTS ARE AWARDED TO AOII FRATERNITY TO HELP FUND CONVENTION SPEAKER FEES AND THE LEADERSHIP ACADEMIES FOR COLLEGIATE OFFICERS, AWARD SCHOLARSHIPS FOR COLLEGIATE CHAPTER LEADERS, AND ACQUIRE DIGITAL EQUIPMENT FOR EDUCATION. 139615 85115 EMERGENCY ASSISTANCE: BENEVOLENT FUNDING IS GRANTED TO AOII MEMBERS WHO MEET STRICT SCREENING AND FINANCIAL HISTORY REQUIREMENTS, HAVE EXHAUSTED ALL OTHER SOURCES OF ASSISTANCE, AND EXHIBIT A DIRE NEED OF FUNDS FOR RENT, FOOD, OR UNINSURED MEDICAL EXPENSES. 139615 85115 1321513 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 1 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 6 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 TN CA FL GA HI IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC UT VA WA WV WI AL AK AZ AR CO CT DC X THE ORGANIZATION 6153700920 5390 VIRGINIA WAY BRENTWOOD TN 37027 KATHLEEN CONVER PRESIDENT 5.00 X X 0 0 0 NANCY HOHMANN SECRETARY 3.00 X X 0 0 0 YVETTE CONNOR TREASURER 3.00 X X 0 0 0 SUSAN BONIFIELD FRATERNITY INTERNATIONAL P 2.00 38.00 X X 0 0 0 NORA BEHAN DIRECTOR 2.00 X 0 0 0 NICOLE CRONENWETT DIRECTOR 2.00 X 0 0 0 BARBARA DANNENBERG DIRECTOR 2.00 X 0 0 0 MICHELLE LOPEZ DIRECTOR 2.00 X 0 0 0 ASHLEY BYRD EXECUTIVE DIRECTOR 40.00 X 164157 0 14844 164157 0 14844 1 0 1 0 0 2651402 93090 2651402 351441 351441 967880 953803 14077 14077 14077 29730 0 29730 29730 MISCELLANEOUS REVENUE 900099 1694 1694 1694 3048344 0 0 396942 913408 913408 301490 301490 8500 8500 174458 36340 43545 94573 171961 35819 42921 93221 39840 8299 9944 21597 26987 5621 6736 14630 11959 4826 7133 20300 20300 51000 51000 43061 43061 36405 81 36324 24598 551 778 23269 29448 491 2517 26440 15000 3176 3793 8031 11398 2206 3616 5576 9899 8251 1648 26295 26295 6608 1399 1671 3538 3564 21 3543 POSTAGE AND DIRECT MAIL 48869 812 969 47088 SCS &/OR MAJOR GIFTS EV 44518 6236 38282 PROFESSIONAL DEVELOPMEN 14839 13995 844 FEES AND PERMITS 14403 1653 12750 26303 3401 3330 19572 2075111 1321513 218244 535354 1276091 1477355 283277 287085 20799 2439 19444 26668 60101 33948 23719 26153 10915169 11950299 125266 131106 12663765 13901105 346598 231163 1395966 1130863 1742564 1362026 X 2594977 3235239 8326224 9303840 10921201 12539079 12663765 13901105 973233 644645 0 X X 0 1 X 1 0 X 2285942 1829825 2483874 2196935 2651402 11447978 2285942 1829825 2483874 2196935 2651402 11447978 796050 10651928 205086 193158 229601 310520 351441 1289806 13217 4664 32872 25116 1694 77563 12815347 29730 0.83120 0.81810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7966948 322653 680410 572699 8397312 7368018 356574 787616 545260 7966948 8020648 383651 -307417 728864 7368018 6496643 385454 1662443 523892 8020648 6769171 253858 -128755 397631 6496643 0.12240 0.85350 0.02410 0 0 60101 33948 26153 26153 X 3649928 644645 644645 3005283 43061 43061 3048344 2032050 0 2032050 43061 43061 2075111 PART V, LINE 4: THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ASSETS HELD FOR ENDOWMENT THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ASSETS HELD FOR ENDOWMENT INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THE FOUNDATION MUST HOLD IN PERPETUITY. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF DIRECTORS, THE ENDOWED INVESTMENTS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE A TOTAL RETURN WHICH PROTECTS THE PURCHASING POWER OF THE ENDOWED INVESTMENTS AND WHICH ALLOWS SPENDING UNDER THE TERMS OF EACH ENDOWMENT FUND. THE FOUNDATION EVALUATES ITS INVESTMENTS BY COMPARING ACTUAL INVESTMENT PERFORMANCE TO VARIOUS APPLICABLE BENCHMARKS. THE FOUNDATION EXPECTS ITS ENDOWMENT INVESTMENTS TO MEET OR EXCEED THESE BENCHMARKS OVER TIME. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THESE BENCHMARKS. PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION OTHER THAN A PRIVATE FOUNDATION, AND IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAW. 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 JUNE 30, 2024 AND 2023, 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. 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 SIMILAR STATE RETURN, WHICH ARE INFORMATIONAL RETURNS ONLY. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 0 0 0 0 0 0 0 0 0 UNDERGRADUATE AND GRADUATE SCHOLARSHIPS NORTH AMERICA 4 6000 CHECK PAYMENT UNDERGRADUATE AND GRADUATE SCHOLARSHIPS EUROPE (INCLUDING ICELAND & GREENLAND) 1 2500 CHECK PAYMENT 0 0 0 0 0 0 PART I, LINE 2: THE GRANTS ARE ADMINISTERED BY 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, AT ANY TIME GRANTOR DETERMINES, IN ITS SOLE AND ABSOLUTE DISCRETION, THAT THE GRANTEE HAS FAILED TO DEMONSTRATE SUFFICIENT SUCCESS TO JUSTIFY A GRANT TO SUPPORT THE FUNDED PROGRAM OR PROJECT, THEN ALPHA OMICRON PI FOUNDATION SHALL RESERVE THE RIGHT TO DISCONTINUE SUPPORT OF THE PROJECT, AND SHALL NOT BE UNDER ANY FURTHER OBLIGATION TO THE GRANTEE. GRANTEE WILL REPAY ANY FUNDS NOT SO UTILIZED WITHIN THE STATED GRANT YEAR". GRANTS AWARDED TO THE FRATERNITY ARE MONITORED BY THE FOUNDATION. EACH REQUEST FOR MONIES MUST BE SUBSTANTIATED FOR THE PARTICULAR USE AS SPECIFIED IN THE GRANT REQUEST. THE FRATERNITY MUST REPORT PROJECT OUTCOMES FOR EACH PROGRAM FUNDED UPON COMPLETION OF THE PROJECT OR COMPLETION OF THE FISCAL YEAR, WHICHEVER OCCURS EARLIER. X X X X 1 CYNTHIA RIORDAN 4060 HILLCREST POINT WAY SUWANEE GA 30024 IDENTIFY, CULTIVATE, AND SOLICIT PROSPECTS 0 303332 51000 252332 303332 51000 252332 TN CA FL GA HI IL KS KY ME MD MA MI MN MO NH NJ NM NY NC ND OH OK OR PA RI SC UT VA WA WV WI AL AK AZ AR CO CT DC MS 1 ALPHA OMICRON PI FRATERNITY 5390 VIRGINIA WAY BRENTWOOD TN 37027 620950113 501(C)(7) 307968 0 EDUCATIONAL PROGRAMS ARTHRITIS FOUNDATION 1330 WEST PEACHTREE STREET 100 ATLANTA GA 30309 581341679 501(C)(3) 564030 0 ARTHRITIS EDUCATION VANDERBILT UNIVERSITY MEDICAL CENTER PO BOX 121236 DALLAS TX 75312 352528741 501(C)(3) 26410 0 ARTHRITIS RESEARCH ARTHRITIS NATIONAL RESEARCH FOUNDATION 19200 VON KARMAN AVE 350 IRVINE CA 92612 956043953 501(C)(3) 15000 0 ARTHRITIS RESEARCH 3 1 UNDERGRADUATE AND GRADUATE SCHOLARSHIPS 123 216375 RUBY FUND GRANTS 23 85115 PART I, LINE 2: THE GRANTS ARE ADMINISTERED BY 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, AT ANY TIME GRANTOR DETERMINES, IN ITS SOLE AND ABSOLUTE DISCRETION, THAT THE GRANTEE HAS FAILED TO DEMONSTRATE SUFFICIENT SUCCESS TO JUSTIFY A GRANT TO SUPPORT THE FUNDED PROGRAM OR PROJECT, THEN ALPHA OMICRON PI FOUNDATION SHALL RESERVE THE RIGHT TO DISCONTINUE SUPPORT OF THE PROJECT, AND SHALL NOT BE UNDER ANY FURTHER OBLIGATION TO THE GRANTEE. GRANTEE WILL REPAY ANY FUNDS NOT SO UTILIZED WITHIN THE STATED GRANT YEAR". GRANTS AWARDED TO THE FRATERNITY ARE MONITORED BY THE FOUNDATION. EACH REQUEST FOR MONIES MUST BE SUBSTANTIATED FOR THE PARTICULAR USE AS SPECIFIED IN THE GRANT REQUEST. THE FRATERNITY MUST REPORT PROJECT OUTCOMES FOR EACH PROGRAM FUNDED UPON COMPLETION OF THE PROJECT OR COMPLETION OF THE FISCAL YEAR, WHICHEVER OCCURS EARLIER. X 0 0 0 0 0 0 0 0 0 ASHLEY BYRD EXECUTIVE DIRECTOR 148857 0 15300 0 0 0 6060 0 8784 0 179001 0 0 0 X 1 73237 FMV X PROFESSIONAL DEVELOPMENT, TRAVEL AND CONFERENCE EXPENSES 26 16853 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE FOUNDATION'S BYLAWS WERE UPDATED REGARDING THE PRESIDENT'S ELECTION ELIGIBILITY. IN ORDER TO BE ELIGIBLE TO RUN FOR THE OFFICE OF PRESIDENT, CANDIDATES MUST HAVE SERVED AS A MEMBER OF THE FOUNDATION BOARD IN THE BIENNIUM IMMEDIATELY PRECEDING THE BIENNIUM FOR WHICH THEY ARE A CANDIDATE. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE FOUNDATION ARE THE MEMBERS OF THE INTERNATIONAL COUNCIL OF ALPHA OMICRON PI FRATERNITY (THE "FRATERNITY"),AND THE MEMBERS OF THE BOARD OF DIRECTORS OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A SEVEN MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD IN ADVANCE OF A BOARD MEETING. AT THE BOARD MEETING, THE INDEPENDENT ACCOUNTANT REVIEWS KEY POINTS AND INVITES QUESTIONS OR DISCUSSION. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD AND STAFF MAINTAIN TRANSPARENCY IN ALL BUSINESS DECISIONS, VENDOR CONTRACTS, ETC. ANY PERCEIVED CONFLICT WOULD BE NOTED IN THE MINUTES. BIENNIALLY, BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST AGREEMENT. FORM 990, PART VI, SECTION B, LINE 15A IN MARCH OF EACH YEAR. THE BOARD PRESIDENT AND ANOTHER BOARD MEMBER PERFORM A REVIEW OF THE EXECUTIVE DIRECTOR'S PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 THE BYLAWS AND CONFLICT OF INTEREST POLICY ARE ON THE FOUNDATION'S WEBSITE, AND THE FORM 990 IS AVAILABLE FOR PUBLIC REVIEW. FORM 990, PART XII, LINCE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.