Civic Intelligence

Chi Omega Foundation

990 • Fiscal year 2023 • EIN 31-0936294

May 01, 2022 to Apr 30, 2023 • Filed on Aug 29, 2023

3395 Players Club ParkwayMemphis, TN 38125

(901) 748-8600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

16th percentile

0.02x

Higher debt load relative to assets than 16% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

22nd percentile

0.10x

Higher debt load relative to revenue than 22% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

19th percentile

$140,423

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

36th percentile

2.4%

Faster asset growth than 36% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

11%

Faster revenue growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Assets

Up

$46,573,819

Up $1,089,981 (+2.4%) from 2022

Net Assets

Up

$45,760,876

Up $1,170,824 (+2.6%) from 2022

Liabilities

Down

$812,943

Down $80,843 (-9.0%) from 2022

Revenue

Up

$8,203,863

Up $830,818 (+11%) from 2022

Expenses

Up

$6,161,649

Up $389,885 (+6.8%) from 2022

Net Income

Up

$2,042,214

Up $440,933 (+28%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2011: $20,106,744Liabilities 2011: $83,706Net Assets 2011: $20,023,0382011Assets 2012: $19,816,025Liabilities 2012: $107,479Net Assets 2012: $19,708,5462012Assets 2013: $20,943,196Liabilities 2013: $163,332Net Assets 2013: $20,779,8642013Assets 2014: $27,604,829Liabilities 2014: $362,504Net Assets 2014: $27,242,3252014Assets 2015: $30,069,859Liabilities 2015: $589,510Net Assets 2015: $29,480,3492015Assets 2016: $27,888,751Liabilities 2016: $284,045Net Assets 2016: $27,604,7062016Assets 2017: $30,470,177Liabilities 2017: $224,513Net Assets 2017: $30,245,6642017Assets 2018: $32,535,753Liabilities 2018: $144,832Net Assets 2018: $32,390,9212018Assets 2019: $35,033,383Liabilities 2019: $716,202Net Assets 2019: $34,317,1812019Assets 2020: $38,021,303Liabilities 2020: $777,678Net Assets 2020: $37,243,6252020Assets 2021: $47,808,097Liabilities 2021: $1,121,207Net Assets 2021: $46,686,8902021Assets 2022: $45,483,838Liabilities 2022: $893,786Net Assets 2022: $44,590,0522022Assets 2023: $46,573,819Liabilities 2023: $812,943Net Assets 2023: $45,760,8762023Assets 2024: $57,486,092Liabilities 2024: $933,310Net Assets 2024: $56,552,7822024Assets 2025: $62,953,956Liabilities 2025: $1,162,829Net Assets 2025: $61,791,1272025

Highlighted filing

2023

Assets$46,573,819
Liabilities$812,943
Net Assets$45,760,876

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0Expenses 2011: $1,967,5182011Expenses 2012: $2,006,3602012Expenses 2013: $2,751,5722013Revenue 2014: $9,306,223Expenses 2014: $2,873,849Net Income 2014: $6,432,3742014Revenue 2015: $6,221,371Expenses 2015: $3,989,938Net Income 2015: $2,231,4332015Revenue 2016: $6,064,441Expenses 2016: $5,533,569Net Income 2016: $530,8722016Revenue 2017: $5,183,236Expenses 2017: $4,428,755Net Income 2017: $754,4812017Revenue 2018: $5,213,785Expenses 2018: $4,682,511Net Income 2018: $531,2742018Revenue 2019: $6,377,021Expenses 2019: $4,365,390Net Income 2019: $2,011,6312019Revenue 2020: $11,152,382Expenses 2020: $4,342,899Net Income 2020: $6,809,4832020Revenue 2021: $8,120,574Expenses 2021: $4,227,075Net Income 2021: $3,893,4992021Revenue 2022: $7,373,045Expenses 2022: $5,771,764Net Income 2022: $1,601,2812022Revenue 2023: $8,203,863Expenses 2023: $6,161,649Net Income 2023: $2,042,2142023Revenue 2024: $12,639,643Expenses 2024: $4,813,991Net Income 2024: $7,825,6522024Revenue 2025: $9,162,690Expenses 2025: $5,177,018Net Income 2025: $3,985,6722025

Highlighted filing

2023

Revenue$8,203,863
Expenses$6,161,649
Net Income$2,042,214
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Aug 29, 2023
Return Version
2022v5.0
Gross Receipts
$10,816,035
Mission and Program Overview

Mission

The chi omega foundation supports educational development through scholarships, grants and other learning opportunities.

To support educational & leadership development through scholarships, grants & learning opportunities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$35,737,712$39,040,497▲ $3,302,785
Savings and Temporary Cash Investments$3,684,143$3,230,858▼ $453,285
Land, Buildings, and Equipment, Net$2,288,442$2,220,225▼ $68,217
Pledges and Grants Receivable$3,059,210$1,961,718▼ $1,097,492
Prepaid Expenses and Deferred Charges$128,645$47,731▼ $80,914
Cash and Non-Interest-Bearing Accounts$532,467$41,004▼ $491,463
Total Assets$45,483,838$46,573,819▲ $1,089,981
Other Assets Total$53,219$31,786▼ $21,433
Liabilities
Accounts Payable and Accrued Expenses$801,172$766,724▼ $34,448
Other Liabilities$92,614$46,219▼ $46,395
Total Liabilities$893,786$812,943▼ $80,843
Net Assets / Fund Balance
Net Assets With Donor Restrictions$38,615,622$39,808,190▲ $1,192,568
Net Assets Without Donor Restrictions$5,974,430$5,952,686▼ $21,744
Total Net Assets Fund Balance$44,590,052$45,760,876▲ $1,170,824
Total Liabilities and Net Assets / Fund Balance$45,483,838$46,573,819▲ $1,089,981

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,417,312$2,772,845$4,190,157
Equipment$176,478$766,237$942,715
Other Land Buildings$7,331$903,125$910,456
Land$619,104-$619,104
Leasehold Improvements$0$74,899$74,899

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$31,563,184$4,665,146▲ $392,977-$34,985,422
2021$32,608,939$2,277,136▼ $1,894,753-$31,563,184
2020$25,344,509$2,052,814▲ $6,567,315-$32,608,939
2019$22,144,750$5,628,013▼ $556,161-$25,344,509
2018$19,445,287$2,521,672▲ $1,279,012-$22,144,750
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sally KimballExecutive Vice PresidentFT$133,725$6,698$140,423
Holly BaileyDirector of FinancePT$80,149$8,332$88,481

Board Members and Trustees

NameTitle
Ann BradshawPresident
Laura MillerVice President
Anna BucknerEx-officio Trustee
Nancy LaurieEx-officio Trustee
Cathey HumphreysTrustee
Corinna CaseyTrustee
Dana KleineTrustee
Danna RedmondTrustee
Erin PackwoodTrustee
Jan HeckTrustee
Kelly BingelTrustee
Laura ConnorTrustee
Susan Miller BuchTrustee
Brittney WiddenChief Financial Officer
Rena E PilalasSecretary
Letitia FulkersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,788,632
Program Service Revenue
$137,825
Investment Income
$1,277,406
Other Revenue
$0
All Other Contributions
$6,788,632
Change in Net Assets
$2,042,214

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded22$473,760Fair Market Value
Total Noncash Contributions22$473,760-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,203,863
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-871,390
Total Revenue per Audited Statements
$7,332,473
Total Revenue per Form 990
$8,203,863
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,776,456
Other Expenses$1,349,895
Total Fundraising Expense$1,005,586
Salaries, Compensation, and Employee Benefits$961,204
Professional Fundraising Fees$74,094

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,428,851--$3,428,851
Other Salaries and Wages$96,432$201,357$328,843$626,632
All Other Expenses$210,307$149,789$120,389$480,485
Grants to Domestic Individuals$347,605--$347,605
Current Officers, Directors, Trustees, and Key Employees$21,758$127,885$67,935$217,578
Depreciation Depletion$143,456$55,788-$199,244
Travel-$24,718$84,329$109,047
Other Expenses$78,018$30,341$106,031$106,031
Fees for Services Professional Fundraising--$74,094$74,094
Payroll Taxes$9,363$26,083$31,433$66,879
Insurance$18,179$7,070$39,059$64,308
Fees for Services Accounting-$28,003-$28,003
Pension Plan Contributions$3,760$10,475$12,624$26,859
Other Employee Benefits$3,256$9,070$10,930$23,256
Fees for Services Legal$10,137$6,750-$16,887
Total Functional Expenses$4,451,537$704,526$1,005,586$6,161,649

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,161,649
Total Expenses per Audited Statements$6,161,649
Total Expenses per Form 990$6,161,649
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alumnae of Tau Beta Chapter of Chi Omega FraternityStillwater, OK501(c)(7)Educational Area Housing Grant$2,002,612
Chi Omega FraternityMemphis, TN501(c)(7)To Provide Educational Support to the Chi Omega Fraternity$740,000
Tau of Chi Omega Fraternity House CorporationOxford, MS501(c)(7)Educational Area Housing Grant$313,443
The Building Association of the Epsilon Alpha Chapter of Chi OmegaEdmond, OK501(c)(7)Educational Area Housing Grant$114,134
Nu Chapter House Association of Chi Omega IncMadison, WI501(c)(7)Educational Area Housing Grant$105,733
Chi Omega Psi Chapter CorporationFayetteville, AR501(c)(7)Educational Area Housing Grant$90,093
Rho Alpha of Chi OmegaColumbia, MO501(c)(7)Educational Area Housing Grant$36,852
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$74,094
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Chi Omega Fraternity$40,220
Finance Lease Liability$5,999
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 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.

Filing and Contact Details

Filer

Filer Name
Chi Omega Foundation
EIN
31-0936294
Phone
9017488600
Address
3395 PLAYERS CLUB PARKWAY, MEMPHIS, TN 38125

Signing Officer

Name
Sally Kimball
Title
Executive Vice President
Phone
9017488600
Signed
2023-08-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sally Kimball
Formed
1977
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
13
Employees
16
Volunteers
80

Preparer

Firm
Smith Lewis Chess Company
Address
1776 WARREN ROAD, INDIANA, PA 15701
Preparer
Brenda Dicicco
Phone
7243499533
Supplemental Narrative

Additional Explanations

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.

Financial Statement Notes

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, 2023 and 2022. Management estimates at april 30, 2023 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 losses on investments $871,390

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IRS990/Form990PartVIISectionAGrp/PersonNm8ANNA BUCKNER
IRS990/Form990PartVIISectionAGrp/PersonNm9NANCY LAURIE
IRS990/Form990PartVIISectionAGrp/PersonNm10CATHEY HUMPHREYS
IRS990/Form990PartVIISectionAGrp/PersonNm11LAURA CONNOR
IRS990/Form990PartVIISectionAGrp/PersonNm12JAN HECK
IRS990/Form990PartVIISectionAGrp/PersonNm13CORINNA CASEY
IRS990/Form990PartVIISectionAGrp/PersonNm14ERIN PACKWOOD
IRS990/Form990PartVIISectionAGrp/PersonNm15SALLY KIMBALL
IRS990/Form990PartVIISectionAGrp/PersonNm16HOLLY BAILEY
IRS990/Form990PartVIISectionAGrp/PersonNm17BRITTNEY WIDDEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15133725
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1680149
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8EX-OFFICIO TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9EX-OFFICIO TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0114847
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt0347155
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0347605
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0347605
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03428851
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03428851
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02727019
IRS990/GrossReceiptsAmt010816035
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt039059
IRS990/InsuranceGrp/ManagementAndGeneralAmt07070
IRS990/InsuranceGrp/ProgramServicesAmt018179
IRS990/InsuranceGrp/TotalAmt064308
IRS990/InvestmentIncomeGrp/ExclusionAmt01162559
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01162559
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt035737712
IRS990/InvestmentsPubTradedSecGrp/EOYAmt039040497
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04517106
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02288442
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02220225
IRS990/LandBldgEquipCostOrOtherBssAmt06737331
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02612172
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE CHI OMEGA FOUNDATION SUPPORTS EDUCATIONAL & LEADERSHIP DEVELOPMENT THROUGH SCHOLARSHIPS, GRANTS AND OTHER LEARNING OPPORTUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt044590052
IRS990/NetAssetsOrFundBalancesEOYAmt045760876
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0114847
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0114847
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-871390
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05974430
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05952686
IRS990/NoncashContributionsAmt0473760
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt053219
IRS990/OtherAssetsTotalGrp/EOYAmt031786
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010930
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09070
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03256
IRS990/OtherEmployeeBenefitsGrp/TotalAmt023256
IRS990/OtherExpensesGrp/Desc0DIRECT MAIL
IRS990/OtherExpensesGrp/Desc1COMPUTER SERVICES AND S
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3THE ELEUSIS - MAGAZINE
IRS990/OtherExpensesGrp/FundraisingAmt0118825
IRS990/OtherExpensesGrp/FundraisingAmt111094
IRS990/OtherExpensesGrp/FundraisingAmt2106031
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt027197
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt130341
IRS990/OtherExpensesGrp/ProgramServicesAmt080415
IRS990/OtherExpensesGrp/ProgramServicesAmt178018
IRS990/OtherExpensesGrp/TotalAmt0118825
IRS990/OtherExpensesGrp/TotalAmt1118706
IRS990/OtherExpensesGrp/TotalAmt2108359
IRS990/OtherExpensesGrp/TotalAmt3106031
IRS990/OtherLiabilitiesGrp/BOYAmt092614
IRS990/OtherLiabilitiesGrp/EOYAmt046219
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0328843
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0201357
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt096432
IRS990/OtherSalariesAndWagesGrp/TotalAmt0626632
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt031433
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt026083
IRS990/PayrollTaxesGrp/ProgramServicesAmt09363
IRS990/PayrollTaxesGrp/TotalAmt066879
IRS990/PensionPlanContributionsGrp/FundraisingAmt012624
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt010475
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03760
IRS990/PensionPlanContributionsGrp/TotalAmt026859
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03059210
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01961718
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0128645
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt047731
IRS990/PrincipalOfficerNm0SALLY KIMBALL
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0532000
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME - (CHI OMEGA FRATER
IRS990/ProgramServiceRevenueGrp/Desc1SERVICE FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt088511
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt149314
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt088511
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt149314
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATIONAL PROGRAMMING: THE FOUNDATION SUPPORTS THE DEVELOPMENT AND IMPLEMENTATION OF EDUCATIONAL AND LEADERSHIP PROGRAMMING TO OVER 270,000 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0756857
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0756857
IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATIONAL 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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02672444
IRS990/ProgSrvcAccomActy3Grp/GrantAmt02672444
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM SERVICE EXPENSES ARE MADE UP OF THE EDUCATIONAL PORTION OF EXPENSES TO MAINTAIN AND OPERATE THE CHI OMEGA EXECUTIVE HEADQUARTERS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0675081
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05382081
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03670403
IRS990/PYInvestmentIncomeAmt01515731
IRS990/PYOtherExpensesAmt01078320
IRS990/PYOtherRevenueAmt0331400
IRS990/PYProgramServiceRevenueAmt0143833
IRS990/PYRevenuesLessExpensesAmt01601281
IRS990/PYSalariesCompEmpBnftPaidAmt0933518
IRS990/PYTotalExpensesAmt05771764
IRS990/PYTotalProfFndrsngExpnsAmt089523
IRS990/PYTotalRevenueAmt07373045
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02042214
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03684143
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03230858
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06788632
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05382081
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04931774
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06753078
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03851996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt027707561
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01162559
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01154621
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0830017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01103628
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01119990
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05370815
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0331400
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01201756
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0676197
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0658438
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02867791
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71000
IRS990ScheduleA/PublicSupportPY170Pct00.73730
IRS990ScheduleA/PublicSupportTotal170Amt025520559
IRS990ScheduleA/SubstantialContributorsTotAmt02187002
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06788632
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05382081
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04931774
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06753078
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03851996

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.0$1.16$61.8$9.16$5.18$3.99
2024Detailed filing. Detailed filing data is available for this year.$57.5$0.93$56.6$12.6$4.81$7.83
2023Detailed filing. Detailed filing data is available for this year.$46.6$0.81$45.8$8.20$6.16$2.04
2022Detailed filing. Detailed filing data is available for this year.$45.5$0.89$44.6$7.37$5.77$1.60
2021Detailed filing. Detailed filing data is available for this year.$47.8$1.12$46.7$8.12$4.23$3.89
2020Detailed filing. Detailed filing data is available for this year.$38.0$0.78$37.2$11.2$4.34$6.81
2019Detailed filing. Detailed filing data is available for this year.$35.0$0.72$34.3$6.38$4.37$2.01
2018Detailed filing. Detailed filing data is available for this year.$32.5$0.14$32.4$5.21$4.68$0.53
2017Detailed filing. Detailed filing data is available for this year.$30.5$0.22$30.2$5.18$4.43$0.75
2016Detailed filing. Detailed filing data is available for this year.$27.9$0.28$27.6$6.06$5.53$0.53
2015Detailed filing. Detailed filing data is available for this year.$30.1$0.59$29.5$6.22$3.99$2.23
2014Detailed filing. Detailed filing data is available for this year.$27.6$0.36$27.2$9.31$2.87$6.43
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.9$0.16$20.8$2.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.8$0.11$19.7$2.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.1$0.08$20.0$1.97