2024-12-12T17:03:45-06:00 2024-07-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2023-08-01 310949882 ALPHA CHI OMEGA FOUNDATION INC ALPH 3175795050 5635 CASTLE CREEK PARKWAY N DR INDIANAPOLIS IN 462504304 JULIE GOLDSBERRY SENIOR FINANCIAL CONTROLLER 3175795050 2024-12-12 1 0 ANGELA N CRAWFORD CPA P00573197 3178488920 2024-12-12 2023 2024-10-15 13:58:12Z JULIE GOLDSBERRY 5635 CASTLE CREEK PARKWAY N DR INDIANAPOLIS IN 462504304 13338437 0 X WWW.ALPHACHIOMEGA.ORG X 1978 IN TO REALIZE AND SUSTAIN THE EDUCATIONAL AND PHILANTHROPIC VALUES OF ALPHA CHI OMEGA THROUGH SUCCESSFUL FUNDRAISING AND STEWARDSHIP. 10 10 0 417 0 0 4429850 4860478 26491 26491 1002881 1490467 54102 100250 5513324 6477686 3112668 2879272 0 0 1056581 1092742 0 0 1055214 943904 1011919 5113153 4983933 400171 1493753 30096012 33801159 1165960 1183658 28930052 32617501 X THROUGH THE REAL.STRONG.WOMEN. EXPERIENCE, ALPHA CHI OMEGA CULTIVATES IMPACTFUL COMMUNITIES WHERE WOMEN ARE INSPIRED TO CONNECT, LEAD, GROW AND SERVE. THE ALPHA CHI OMEGA FOUNDATION STRIVES TO REALIZE AND SUSTAIN THE EDUCATIONAL AND PHILANTHROPIC VALUES OF ALPHA CHI OMEGA THROUGH SUCCESSFUL FUNDRAISING AND STEWARDSHIP. GENEROUS GIFTS FROM OUR MEMBERS AND FRIENDS ENHANCE THE REAL. STRONG. WOMEN. EXPERIENCE AND EMPOWER OUR MEMBERS TO IMPACT THEIR COMMUNITIES AND WORLD POSITIVELY. 0 0 921741 831554 26491 GRANTS TO FRATERNITY: PROVIDE GRANTS TO THE ALPHA CHI OMEGA FRATERNITY TO SUPPORT EDUCATIONAL AND PHILANTHROPIC PROGRAMS. 303615 273908 CHAPTER HOUSING GRANTS: PROVIDE GRANTS TO THE ALPHA CHI OMEGA NATIONAL HOUSING CORPORATION AND ALPHA CHI OMEGA LOCAL HOUSING CORPORATIONS IN SUPPORT OF THE EDUCATIONAL PORTION OF CHAPTER HOUSING IMPROVEMENT PROJECTS. 1437885 1337761 COMMUNITY IMPACT: ALPHA CHI OMEGA WORKS THROUGHOUT THE NATION TO BUILD AWARENESS OF DOMESTIC VIOLENCE. CHAPTERS WORK WITH LOCAL DOMESTIC VIOLENCE ORGANIZATIONS TO RAISE FUNDS AND AWARENESS. THE EDUCATION AND LEADERSHIP INITIATIVES DEPARTMENT DEVELOPS NATIONAL OPPORTUNITIES TO SUPPORT THIS CAUSE AND ASSISTS INDIVIDUAL CHAPTERS IN THEIR EFFORTS. MAJOR FUNDRAISING INITIATIVES OCCUR IN OCTOBER (DOMESTIC VIOLENCE AWARENESS MONTH) AND FEBRUARY (HEALTHY RELATIONSHIPS WEEK). 428760 386808 SCHOLARSHIPS AND EDUCATIONAL ASSISTANCE: PROVIDE SCHOLARSHIPS AND MEMBER ASSISTANCE GRANTS SUPPORTING ALPHA CHI OMEGA MEMBERS IN THEIR EDUCATIONAL PURSUITS AND OTHER AREAS OF NEED. 54582 49241 CHAPTER EDUCATION FUNDS: PROVIDE GRANTS TO ALPHA CHI OMEGA CHAPTERS FOR EXPENSES ASSOCIATED WITH EDUCATIONAL OR PHILANTHROPIC INITIATIVES 483342 436049 3146583 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AK AR CA CO CT DC FL GA HI IL IN KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X THE ORGANIZATION 3175795050 5635 CASTLE CREEK PARKWAY N DR INDIANAPOLIS IN 462504304 X X KORI WHITENER FELLOWS CHAIR 10.00 X X 0 0 0 ANNE TEAFORD-CANTOR TREASURER 4.00 X X 0 0 0 TONYA LEE TATUM SECRETARY 4.00 X X 0 0 0 DIANE POLIN BOONE TRUSTEE 4.00 X 0 0 0 JENNY WINTERSTEIN CHAMPLIN TRUSTEE 4.00 X 0 0 0 CASSIE GERHARDT NATIONAL COUNCIL TRUSTEE 4.00 X 0 0 0 ANNAMARIE GEPPERT HELLEBUSCH TRUSTEE 4.00 X 0 0 0 LYNNE BIGGIO HERNDON NATIONAL COUNCIL TRUSTEE 4.00 X 0 0 0 MAREE MAGLIOCCHETTI LATTANZI TRUSTEE 4.00 X 0 0 0 MARY CARTER MARTIN TRUSTEE 4.00 X 0 0 0 KATIE LAMPINEN GAFFIN CEO 10.00 X 0 0 0 JULIE GOLDSBERRY SENIOR FINANCIAL CONTROLLE 12.00 X 0 0 0 0 0 0 0 0 0 1 0 4860478 296176 4860478 LIFE LOYAL PROGRAM INCOME 900099 26491 26491 26491 672199 672199 7679019 6860751 818268 818268 818268 REIMBURSED EXPENSES 900099 95000 95000 OTHER INCOME 900099 5250 5250 100250 6477686 26491 0 1590717 2492464 2492464 386808 386808 947026 174677 274683 497666 72914 13381 30738 28795 72802 13437 21083 38282 6950 6950 23150 23150 127941 127941 43576 1528 13457 28591 195594 177792 17802 88657 17480 24816 46361 54106 10821 16232 27053 96062 18253 23632 54177 111768 9306 23211 79251 12099 12099 COMMUNICATIONS 229590 3720 405 225465 DUES AND SUBSCRIPTIONS 11080 4708 1578 4794 TAXES AND LICENSES 6871 6871 MISCELLANEOUS 4448 4448 27 27 4983933 3146583 782136 1055214 1197618 2220627 304226 492748 1708654 1312848 10981 3861 393386 95009 188571 87768 69642 51491 30250 18151 22326474 25091299 3855236 4411753 80616 67095 30096012 33801159 540114 584304 625846 599354 1165960 1183658 X 2688200 2745431 26241852 29872070 28930052 32617501 30096012 33801159 X 1493753 1635533 558163 X X 0 1 X 1 0 X 5464955 4792066 5395666 4429850 4860478 24943015 5464955 4792066 5395666 4429850 4860478 24943015 463216 24479799 710740 724681 1313249 1018852 672199 4439721 23916 17051 42516 54102 100250 237835 29620571 132455 0.82640 0.81810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19099694 904163 2619675 731530 127941 21764061 17665405 869604 1468117 815766 87666 19099694 18536141 1637261 -1585799 845575 76623 17665405 13745643 1269796 4254049 495367 237980 18536141 13119257 1021039 519277 714847 199083 13745643 0.10156 0.61793 0.28051 0 0 69642 51491 18151 18151 ARTWORK 50700 C BENEFICIAL INTEREST IN PERPETUAL TR 4361053 C 4411753 X 8543441 1635533 558163 2193696 6349745 127941 127941 6477686 4855992 0 4855992 127941 127941 4983933 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT FUNDS ARE HELD FOR SPECIFIC PURPOSES AS DESIGNATED BY THE DONORS. THESE PURPOSES INCLUDE EDUCATIONAL PROGRAMS FOR MEMBERS, MEMBER SCHOLARSHIPS (SOMETIMES LIMITED TO SPECIFIC CHAPTERS OR GEOGRAPHIC REGIONS), CHAPTER HOUSING IMPROVEMENTS (SOMETIMES LIMITED TO SPECIFIC CHAPTER HOUSES) AND STAFF EDUCATION ASSISTANCE. THE FOUNDATION ENSURES THAT EACH ENDOWED FUND IS SPENT IN ACCORDANCE WITH ITS DONOR'S INTENT BY DEVELOPING AN ANNUAL SPENDING PLAN FOR EACH FUND WHICH IS CLOSELY REVIEWED BY STAFF AND THE BOARD OF TRUSTEES PRIOR TO RELEASING AND SPENDING THE FUNDS EACH YEAR. PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION THAT IS EXEMPT FROM INCOME TAXES 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 JULY 31, 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. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FOUNDATION HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH JULY 31, 2023. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE OF L 1,646. CHANGE IN VALUE OF BENEFICIAL INTER 556,517. 1 ALPHA CHI OMEGA FRATERNITY 5635 CASTLE CREEK PARKWAY N DRIVE INDIANAPOLIS IN 46250 350141875 501(C)(7) 831554 0 EDUCATIONAL GRANT A BETTER WAY PO BOX 734 MUNCIE IN 47308 350868081 501(C)(3) 7749 0 PHILANTHROPIC GRANT A LOTTA LOVE INC PO BOX 4331 CHAPEL HILL NC 27515 842866664 501(C)(3) 5393 0 PHILANTHROPIC GRANT A NEW LEAF 868 E UNIVERSITY DR MESA AZ 85203 860256667 501(C)(3) 6469 0 PHILANTHROPIC GRANT ACCESS PO BOX 1429 AMES IA 50014 421052613 501(C)(3) 9458 0 PHILANTHROPIC GRANT ALPHA CHI OMEGA NATIONAL HOUSING CORPORATION 5635 CASTLE CREEK PARKWAY N DRIVE INDIANAPOLIS IN 46250 351992276 501(C)(7) 16204 0 CHAPTER HOUSING GRANT AVDA (AID TO VICTIMS OF DOMESTIC ABUSE) 1001 TEXAS AVE STE 600 HOUSTON TX 77002 742141981 501(C)(3) 10034 0 PHILANTHROPIC GRANT BHCARE 127 WASHINGTON AVE 3RD FL W NORTH HAVEN CT 06473 222598799 501(C)(3) 11852 0 PHILANTHROPIC GRANT CENTER FOR COMMUNITY SOLUTIONS 4508 MISSION BAY DR SAN DIEGO CA 92109 956379598 501(C)(3) 19638 0 PHILANTHROPIC GRANT COURAGE CONNECTION 1304 E MAIN ST URBANA IL 61802 371346397 501(C)(3) 7082 0 PHILANTHROPIC GRANT CRISIS CENTER PO BOX 1526 MANHATTAN KS 66505 480892579 501(C)(3) 6320 0 PHILANTHROPIC GRANT DOMESTIC ABUSE COUNCIL OF VOLUSIA COUNTY INC (BEACON CENTER) PO BOX 142 DAYTONA BEACH FL 32115 591881222 501(C)(3) 11447 0 PHILANTHROPIC GRANT DOMESTIC ABUSE FAMILY SHELTER 420 N 6TH AVE LAUREL MS 39440 640681477 501(C)(3) 8431 0 PHILANTHROPIC GRANT DOMESTIC ABUSE INTERVENTION SERVICES (DAIS) 2102 FORDEM AVE MADISON WI 53704 391268238 501(C)(3) 27704 0 PHILANTHROPIC GRANT DOMESTIC ABUSE RESISTANCE TEAM (DART) 108 W ALABAMA AVE RUSTON LA 71270 721273159 501(C)(3) 22913 0 PHILANTHROPIC GRANT DOMESTIC VIOLENCE INTERVENTION PROGRAM 1105 S GILBERT CT IOWA CITY IA 52240 421124902 501(C)(3) 5817 0 PHILANTHROPIC GRANT DOMESTIC VIOLENCE SHELTER AND SERVICES INC (OPEN GATE) 2901 MARKET ST WILMINGTON NC 28401 561497076 501(C)(3) 10667 0 PHILANTHROPIC GRANT EAST TEXAS CRISIS CENTER PO BOX 7060 TYLER TX 75711 751641173 501(C)(3) 12657 0 PHILANTHROPIC GRANT EMERGE CENTER AGAINST DOMESTIC ABUSE 2545 E ADAMS ST TUCSON AZ 857163426 860312162 501(C)(3) 35836 0 PHILANTHROPIC GRANT EMPOWER YOLO 175 WALNUT ST WOODLAND CA 95695 943027535 501(C)(3) 8592 0 PHILANTHROPIC GRANT FAMILY SERVICES OF THE PIEDMONT - CARPENTER HOUSE 1401 LONG ST HIGH POINT NC 27262 562061741 501(C)(3) 8073 0 PHILANTHROPIC GRANT FAMILY VIOLENCE CENTER INC (AKA HARMONY HOUSE) DONATION ADDRESS PO BOX 3541 SPRINGFIELD MO 65808 431082063 501(C)(3) 6064 0 PHILANTHROPIC GRANT FORENSIC HEALTH SERVICES (SARC) 1430 HARPER ST STE A AUGUSTA GA 30901 933034119 501(C)(3) 7986 0 PHILANTHROPIC GRANT GENESIS WOMEN'S SHELTER & SUPPORT 4411 LEMMON AVE STE 201 DALLAS TX 75219 871061849 501(C)(3) 108877 0 PHILANTHROPIC GRANT GREENHOUSE17 PO BOX 55190 LEXINGTON KY 40555 201965942 501(C)(3) 18697 0 PHILANTHROPIC GRANT HOUSTON AREA WOMEN'S CENTER 1010 WAUGH DR HOUSTON TX 77019 742029166 501(C)(3) 5100 0 PHILANTHROPIC GRANT JULIAN CENTER 2011 N MERIDIAN ST INDIANAPOLIS IN 46202 351346514 501(C)(3) 14317 0 PHILANTHROPIC GRANT LAURA'S HOUSE 33 JOURNEY STE 150 ALISO VIEJO CA 92656 330621826 501(C)(3) 21256 0 PHILANTHROPIC GRANT LSS CHOICES 500 W WILSON BRIDGE RD STE 245 WORTHINGTON OH 43085 310910779 501(C)(3) 8911 0 PHILANTHROPIC GRANT MIDDLE WAY HOUSE 318 S WASHINGTON ST BLOOMINGTON IN 47401 237300355 501(C)(3) 9982 0 PHILANTHROPIC GRANT MY SISTER'S PLACE 1430 U ST NW STE 303 WASHINGTON DC 20009 521263256 501(C)(3) 14776 0 PHILANTHROPIC GRANT ONE LOVE FOUNDATION PO BOX 368 BRONXVILLE NY 10708 272904497 501(C)(3) 14694 0 PHILANTHROPIC GRANT PEACEFUL PATHS INC 2100 NW 53RD AVE STE A GAINESVILLE FL 32653 591809014 501(C)(3) 17386 0 PHILANTHROPIC GRANT PHOEBE'S HOME 2505 S COLLEGE AVE BRYAN TX 77801 741533639 501(C)(3) 48440 0 PHILANTHROPIC GRANT PROJECT SAFE PO BOX 7532 ATHENS GA 30604 581908469 501(C)(3) 27282 0 PHILANTHROPIC GRANT REFUGE HOUSE INC PO BOX 20910 TALLAHASSEE FL 32316 591869324 501(C)(3) 27595 0 PHILANTHROPIC GRANT ROSE BROOKS CENTER PO BOX 320599 KANSAS CITY MO 64132 510231573 501(C)(3) 25335 0 PHILANTHROPIC GRANT SAAFE HOUSE PO BOX 1893 HUNTSVILLE TX 77340 760155364 501(C)(3) 13393 0 PHILANTHROPIC GRANT SAFE ALLIANCE 601 E 5TH ST STE 400 CHARLOTTE NC 28202 560529967 501(C)(3) 10147 0 PHILANTHROPIC GRANT SAFE HARBOR PO BOX 174 GREENVILLE SC 29602 571014137 501(C)(3) 7993 0 PHILANTHROPIC GRANT SAFE HAVEN OF TARRANT COUNTY 1010 N CENTER ST ARLINGTON TX 76011 751670281 501(C)(3) 21066 0 PHILANTHROPIC GRANT SAFE HAVEN INC PO BOX 5354 COLUMBUS MS 39704 640702475 501(C)(3) 8447 0 PHILANTHROPIC GRANT SAFEHOUSE DENVER 1649 DOWNING ST DENVER CO 80218 840745911 501(C)(3) 27956 0 PHILANTHROPIC GRANT SISTERCARE 1820 MORLAINE RD CAYCE SC 29033 570722427 501(C)(3) 44199 0 PHILANTHROPIC GRANT SOJOURN 2116 ARLINGTON AVE STE 100 LOS ANGELES CA 90018 956143865 501(C)(3) 7530 0 PHILANTHROPIC GRANT STILLWATER DOMESTIC VIOLENCE SERVICES (DBA WINGS OF HOPE FAMILY CRISIS SERV 3800 N WASHINGTON STILLWATER OK 74074 731097811 501(C)(3) 26918 0 PHILANTHROPIC GRANT THE SAFE ALLIANCE PO BOX 19454 AUSTIN TX 78760 742320657 501(C)(3) 36913 0 PHILANTHROPIC GRANT TURNING POINT 2110 MCFARLAND BLVD E STE G TUSCALOOSA AL 35404 630780961 501(C)(3) 34204 0 PHILANTHROPIC GRANT TUSCALOOSA SAFE CENTER 1601 UNIVERSITY BLVD E STE 150 TUSCALOOSA AL 354042920 822898060 501(C)(3) 19444 0 PHILANTHROPIC GRANT UTAH DOMESTIC VIOLENCE COALITION 124 S 400 E SALT LAKE CITY UT 84111 870524312 501(C)(3) 14990 0 PHILANTHROPIC GRANT VERA HOUSE INC 723 JAMES ST SYRACUSE NY 13203 510201530 501(C)(3) 5899 0 PHILANTHROPIC GRANT WOMANKIND 32 BROADWAY 10TH FL NEW YORK NY 10004 133286250 501(C)(3) 9218 0 PHILANTHROPIC GRANT WOMEN'S AND CHILDREN'S ALLIANCE 720 W WASHINGTON ST BOISE ID 83702 820204464 501(C)(3) 14128 0 PHILANTHROPIC GRANT WOMEN'S CENTER OF TARRANT COUNTY 1723 HEMPHILL ST FORT WORTH TX 76110 751501868 501(C)(3) 94972 0 PHILANTHROPIC GRANT WOMEN'S PROTECTIVE SERVICES PO BOX 54089 LUBBOCK TX 79453 751633066 501(C)(3) 48572 0 PHILANTHROPIC GRANT WOMEN'S RESOURCE CENTER OF THE NEW RIVER VALLEY PO BOX 477 RADFORD VA 24143 541121334 501(C)(3) 39130 0 PHILANTHROPIC GRANT YWCA KNOXVILLE AND THE TENNESSEE VALLEY 420 CLINCH AVE KNOXVILLE TN 37902 620475701 501(C)(3) 27035 0 PHILANTHROPIC GRANT YWCA OF GREATER LAFAYETTE 605 N 6TH ST LAFAYETTE IN 47901 350868224 501(C)(3) 7349 0 PHILANTHROPIC GRANT YWCA OF HAMILTON OHIO (DOVE HOUSE) 244 DAYTON ST HAMILTON OH 45011 310537167 501(C)(3) 9296 0 PHILANTHROPIC GRANT YWCA OF SAN DIEGO COUNTY - BECKY'S HOUSE 1012 C STREET SAN DIEGO CA 92101 951661119 501(C)(3) 19354 0 PHILANTHROPIC GRANT ALPHA CHI OMEGA HOUSE CORPORATION FOR BETA EPSILON 243 BURCHAM DRIVE EAST LANSING MI 48223 386092633 501(C)(7) 78574 0 HOUSING - EDUCATIONAL AREA GRANT ALPHA CHI OMEGA HOUSE CORPORATION FOR PSI CHAPTER 1115 COLLEGE AVENUE NORMAN OK 73072 237069626 501(C)(7) 67190 0 HOUSING - EDUCATIONAL AREA GRANT BETA XI CHAPTER HOUSE CORPORATION 12014 S FORT DRAPER AVE DRAPER UT 84020 876123791 501(C)(7) 20144 0 HOUSING - EDUCATIONAL AREA GRANT EASTERSEALS INC 141 W JACKSON BLFC STE 1400A CHICAGO IL 60604 362171729 501(C)(3) 9670 0 PHILANTHROPIC GRANT FOUNDATION FOR FRATERNAL EXCELLENCE 11722 ALLISONVILLE ROAD STE 103 BOX 353 FISHERS IN 46038 351873572 501(C)(3) 25000 0 PHILANTHROPIC GRANT GAMMA RHO HOUSE CORPORATION 6801 PONTIAC AVE LUBBOCK TX 79424 756038087 501(C)(7) 68037 0 HOUSING - EDUCATIONAL AREA GRANT NORTHWEST ALPHA CHI CORPORATION (RHO) PO BOX 1594 MUKILTEO WA 98275 916029472 501(C)(7) 23327 0 HOUSING - EDUCATIONAL AREA GRANT 62 7 EDUCATIONAL ASSISTANCE GRANTS 68 51108 MEMBER ASSISTANCE GRANTS 9 15960 SCHOLARSHIPS 179 319740 PART I, LINE 2: GRANTS ARE ADMINISTERED BY ALPHA CHI OMEGA FOUNDATION STAFF MEMBERS WITH THE ASSISTANCE OF VOLUNTEER COMMITTEES. EACH TYPE OF GRANT HAS SPECIFIC CRITERIA THAT MUST BE MET IN ORDER FOR A GRANT TO BE AWARDED. ONCE A GRANT IS ACCEPTED, A GRANT ACCEPTANCE AGREEMENT IS SIGNED BY THE GRANT RECIPIENT WHICH INCLUDES THE FOLLOWING LANGUAGE: "IF, FOR ANY REASON, YOU WILL NO LONGER USE THE GRANT FOR THE ORIGINALLY-SPECIFIED PURPOSE OR ARE UNABLE TO ACCEPT THE GRANT, THE GRANT MUST BE REPAID TO THE ALPHA CHI OMEGA FOUNDATION". OUTSTANDING GRANT AWARDS ARE MONITORED BY FOUNDATION STAFF MEMBERS ON A QUARTERLY BASIS AND DOCUMENTATION IS REQUIRED TO SUBSTANTIATE THAT THE FUNDS WERE USED AS SPECIFIED IN THE GRANT AWARD. THE ALPHA CHI OMEGA FRATERNITY PROVIDES A REPORT TO THE FOUNDATION'S BOARD OF TRUSTEES AT THE END OF EACH FISCAL YEAR DETAILING HOW THE GRANT FUNDS WERE SPENT. 0 0 0 0 0 0 0 0 0 FORM 990, PART VII, LINE 5 CERTAIN OFFICERS OF THE ORGANIZATION ARE COMPENSATED THROUGH ALPHA CHI OMEGA FRATERNITY. THE FRATERNITY IS UNRELATED TO THE FOUNDATION FOR 990 REPORTING PURPOSES. TOTAL COMPENSATION FROM THE FRATERNITY TO KATIE GAFFIN AS CEO WAS $227,556 FOR CALENDAR YEAR 2023, $34,133 OF WHICH IS FOR SERVICES RENDERED TO THE FOUNDATION. TOTAL COMPENSATION TO JULIE GOLDSBERRY AS SENIOR FINANCIAL CONTROLLER WAS $139,835 FOR CALENDAR YEAR 2023, $13,984 OF WHICH IS FOR SERVICES RENDERED TO THE FOUNDATION. X 11 296176 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THIS FORM 990 WAS PREPARED BY A PUBLIC ACCOUNTING FIRM AND REVIEWED IN DETAIL BY THE ORGANIZATION'S FINANCE STAFF. THE FORM WAS THEN SENT TO ALL MEMBERS OF THE BOARD OF TRUSTEES FOR REVIEW. THE FORM WAS APPROVED BY THE BOARD OF TRUSTEES AT A REGULAR MONTHLY MEETING PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY REQUIRING ALL BOARD OF TRUSTEE MEMBERS TO COMPLETE AN ANNUAL CONFLICT OF INTEREST AND DISCLOSURE STATEMENT. ANY DISCLOSED CONFLICTS ARE REVIEWED AND RESOLVED BY THE BOARD OF TRUSTEES PRESIDENT IN CONSULTATION WITH THE CHIEF DEVELOPMENT OFFICER. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF ALPHA CHI OMEGA'S CHIEF EXECUTIVE OFFICER (CEO) IS SET BY ALPHA CHI OMEGA FRATERNITY'S NATIONAL COUNCIL. THE COMPENSATION OF THE SENIOR FINANCIAL CONTROLLER (SFC) IS SET BY THE CEO AND REVIEWED BY THE NATIONAL COUNCIL FOR REASONABLENESS. THE FRATERNITY ACTS AS THE COMMON PAYMASTER FOR ALL FOUR ALPHA CHI OMEGA ENTITIES AND ALLOCATES A PORTION OF THE CEO'S AND SFC'S SALARY TO EACH ENTITY. BENCHMARK DATA RELATED TO THE CEO'S AND SFC'S COMPENSATION IS OBTAINED ANNUALLY BY THE NATIONAL COUNCIL FROM SEVERAL PUBLISHED SALARY SURVEYS. THE NATIONAL COUNCIL REVIEW THE BENCHMARK DATA AND ENSURES THAT THE DATA POINTS ARE COMPARABLE TO ALPHA CHI OMEGA'S CEO AND SFC POSITIONS. THE NATIONAL COUNCIL THEN MEETS IN EXECUTIVE SESSION (WITHOUT ANY STAFF MEMBERS PRESENT), COMPARES APPROPRIATE BENCHMARK DATA POINTS TO THE CEO AND SFC'S ACTUAL COMPENSATION, DETERMINES CHANGES TO THE CEO'S COMPENSATION IF APPROPRIATE, CONFIRMS REASONABLENESS OF THE SFC'S COMPENSATION AND DIRECTS THE FRATERNITY'S PAYROLL STAFF TO MAKE CHANGES TO THE CEO'S COMPENSATION AS APPROPRIATE. 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 VII, LINE 1A: THE CHIEF EXECUTIVE OFFICER IS COMPENSATED THOUGH THE ALPHA CHI OMEGA FRATERNITY, BUT ALSO SERVES AS THE CHIEF EXECUTIVE OFFICER OF ALPHA CHI OMEGA NATIONAL HOUSING CORPORATION (NHC) AND ALPHA CHI OMEGA FOUNDATION, INC. (FOUNDATION). THE NHC AND FOUNDATION REIMBURSE THE FRATERNITY FOR A PERCENTAGE OF THE CHIEF EXECUTIVE OFFICER'S SALARY AND BENEFITS. THE FOUNDATION IS UNRELATED TO THE FRATERNITY BY DEFINITION, THEREFORE, NO COMPENSATION IS REPORTED IN PART VII. HOWEVER, THE AMOUNT OF REIMBURSED SALARY IS REFLECTED ON PART IX, LINE 5, OFFICER'S COMPENSATION. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 556,517. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 1,646. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.