Civic Intelligence

Alpha Chi Omega Fraternity Inc

990 • Fiscal year 2019 • EIN 35-0141875

Aug 01, 2018 to Jul 31, 2019 • Filed on Nov 20, 2019

5939 Castle Creek Parkway N DriveIndianapolis, IN 46250

(317) 579-5050

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.74x

Higher debt load relative to assets than 93% of similar nonprofits.

2019 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

76th percentile

1.16x

Higher debt load relative to revenue than 76% of similar nonprofits.

2019 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2019

Net Margin

68th percentile

5.5%

Higher net margin than 68% of similar nonprofits.

2019 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

42nd percentile

$215,869

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2019 filings • 501(c)7 • $10M-$25M nonprofits • Source year 2019

Asset Growth

77th percentile

7.7%

Faster asset growth than 77% of similar nonprofits.

2019 filings • 501(c)7 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

50%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • 501(c)7 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$24,678,296

Up $1,769,397 (+7.7%) from 2018

Net Assets

Up

$6,446,332

Up $872,631 (+16%) from 2018

Liabilities

Up

$18,231,964

Up $896,766 (+5.2%) from 2018

Revenue

Up

$15,759,297

Up $5,238,340 (+50%) from 2018

Expenses

Up

$14,899,534

Up $5,171,155 (+53%) from 2018

Net Income

Up

$859,763

Up $67,185 (+8.5%) from 2018

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $4,682,191Liabilities 2010: $1,664,371Net Assets 2010: $3,017,8202010Assets 2011: $9,535,421Liabilities 2011: $6,015,611Net Assets 2011: $3,519,8102011Assets 2012: $10,805,122Liabilities 2012: $6,816,624Net Assets 2012: $3,988,4982012Assets 2013: $12,098,627Liabilities 2013: $7,744,405Net Assets 2013: $4,354,2222013Assets 2014: $13,925,589Liabilities 2014: $9,041,777Net Assets 2014: $4,883,8122014Assets 2015: $15,708,984Liabilities 2015: $10,211,856Net Assets 2015: $5,497,1282015Assets 2016: $18,555,394Liabilities 2016: $12,102,794Net Assets 2016: $6,452,6002016Assets 2017: $18,098,798Liabilities 2017: $13,316,302Net Assets 2017: $4,782,4962017Assets 2018: $22,908,899Liabilities 2018: $17,335,198Net Assets 2018: $5,573,7012018Assets 2019: $24,678,296Liabilities 2019: $18,231,964Net Assets 2019: $6,446,3322019Assets 2020: $26,839,816Liabilities 2020: $18,730,050Net Assets 2020: $8,109,7662020Assets 2021: $26,899,041Liabilities 2021: $17,914,122Net Assets 2021: $8,984,9192021Assets 2022: $29,119,055Liabilities 2022: $18,517,293Net Assets 2022: $10,601,7622022Assets 2023: $27,766,470Liabilities 2023: $17,951,953Net Assets 2023: $9,814,5172023Assets 2024: $32,127,484Liabilities 2024: $19,930,401Net Assets 2024: $12,197,0832024Assets 2025: $36,511,094Liabilities 2025: $21,988,857Net Assets 2025: $14,522,2372025

Highlighted filing

2019

Assets$24,678,296
Liabilities$18,231,964
Net Assets$6,446,332

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,246,6542010Expenses 2011: $5,597,7372011Expenses 2012: $6,552,0752012Expenses 2013: $6,705,8182013Revenue 2014: $8,289,732Expenses 2014: $7,781,347Net Income 2014: $508,3852014Revenue 2015: $8,635,833Expenses 2015: $8,007,469Net Income 2015: $628,3642015Revenue 2016: $9,849,171Expenses 2016: $8,909,065Net Income 2016: $940,1062016Revenue 2017: $9,282,967Expenses 2017: $10,967,790Net Income 2017: -$1,684,8232017Revenue 2018: $10,520,957Expenses 2018: $9,728,379Net Income 2018: $792,5782018Revenue 2019: $15,759,297Expenses 2019: $14,899,534Net Income 2019: $859,7632019Revenue 2020: $15,122,656Expenses 2020: $13,467,394Net Income 2020: $1,655,2622020Revenue 2021: $13,329,196Expenses 2021: $12,556,626Net Income 2021: $772,5702021Revenue 2022: $16,507,869Expenses 2022: $14,683,753Net Income 2022: $1,824,1162022Revenue 2023: $14,721,901Expenses 2023: $15,897,771Net Income 2023: -$1,175,8702023Revenue 2024: $16,552,818Expenses 2024: $15,015,754Net Income 2024: $1,537,0642024Revenue 2025: $16,812,497Expenses 2025: $15,266,987Net Income 2025: $1,545,5102025

Highlighted filing

2019

Revenue$15,759,297
Expenses$14,899,534
Net Income$859,763
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Nov 20, 2019
Return Version
2018v3.1
Gross Receipts
$15,921,064
Mission and Program Overview

Mission

Alpha chi omega makes a promise to empower each member to become the best version of herself. The real. Strong. Women. Experience delivers on this promise by providing an environment where members take on the issues and challenges that help them grow into real, strong women who have courage in their convictions and who will effect change in the world.

Enrich the lives of members through lifetime opportunities for friendship, leadership, learning, and service.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$18,788,758$20,253,738▲ $1,464,980
Other Notes and Loans Receivable, Net$299,768$1,310,817▲ $1,011,049
Land, Buildings, and Equipment, Net$1,360,019$1,266,902▼ $93,117
Investments in Publicly Traded Securities$1,017,837$1,001,840▼ $15,997
Accounts Receivable$1,117,490$368,045▼ $749,445
Prepaid Expenses and Deferred Charges$162,934$229,014▲ $66,080
Savings and Temporary Cash Investments$91,640$154,447▲ $62,807
Inventories for Sale or Use$70,453$93,493▲ $23,040
Investments Program Related-$0-
Total Assets$22,908,899$24,678,296▲ $1,769,397
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$14,205,084$15,812,006▲ $1,606,922
Accounts Payable and Accrued Expenses$1,694,600$1,797,988▲ $103,388
Unsecured Notes Loans Payable$663,726$608,434▼ $55,292
Deferred Revenue$771,788$13,536▼ $758,252
Total Liabilities$17,335,198$18,231,964▲ $896,766
Net Assets / Fund Balance
Unrestricted Net Assets$5,573,701$6,446,332▲ $872,631
Total Net Assets Fund Balance$5,573,701$6,446,332▲ $872,631
Total Liabilities and Net Assets / Fund Balance$22,908,899$24,678,296▲ $1,769,397

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$837,626$1,614,133$2,451,759
Equipment$90,105$1,279,689$1,369,794
Land$339,171-$339,171
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katie GaffinCEOPT$200,083$15,786$215,869
Tim JohnsonSenior ControllerPT$100,119$17,235$117,354

Board Members and Trustees

NameTitle
Angela Costley HarrisNational President
Jarita AskinsVice President
Jill Sabatino LacyVice President
Lynne Biggio HerndonVice President
Mikelle Holt BradyVice President
Jennifer DauroraSecretary/ Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Herff JonesMember Badges4501 WEST 62ND STREET, Indianapolis, IN 46268$1,259,376
Marriott IndianapolisConference Facility62960 COLLECTION DRIVE, Chicago, IL 60693-0960$634,526
Computer Systems InnovationsImis Consulting/ Upgrade855 W PRAIRIE AVENUE, Wheaton, IL 60187$182,228
Faegre Baker DanielsLegal Fees75 REMITTANCE DRIVE DEPT 6952, Chicago, IL 60675-6952$165,948
Revenue and Support

Revenue Composition

Contributions and Grants
$1,169,465
Program Service Revenue
$11,730,505
Investment Income
$237,233
Other Revenue
$2,622,094
All Other Contributions
$17,000
Change in Net Assets
$859,763

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,754,274
Revenue Not Reported on Financial Statements
$5,023
Revenue Not Reported on Form 990
$46,755
Total Revenue per Audited Statements
$15,801,029
Total Revenue per Form 990
$15,759,297
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,533,482
Other Expenses$6,898,297
Grants and Similar Amounts Paid$467,755
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$6,105,965
Travel---$1,530,861
Office Expenses---$768,343
Other Employee Benefits---$674,425
Conferences and Meetings---$592,468
Fees for Services Other---$543,699
Payroll Taxes---$525,883
Grants to Domestic Orgs---$467,755
Insurance---$295,757
Information Technology---$243,003
Current Officers, Directors, Trustees, and Key Employees---$161,701
Occupancy---$158,546
Depreciation Depletion---$130,364
All Other Expenses---$124,633
Fees for Services Legal---$66,841
Pension Plan Contributions---$65,508
Advertising---$50,715
Other Expenses---$44,494
Interest---$30,719
Fees for Services Accounting---$23,481
Fees for Service Investment Mgmnt Fees---$5,023
Fees for Services Management---$4,333
Total Functional Expenses$0$0$0$14,899,534

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$14,928,398
Total Expenses per Form 990$14,899,534
Expenses per Audited Statements$14,894,511
Expenses Not Reported on Form 990$33,887
Expenses Not Reported on Financial Statements$5,023
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alpha Chi Omega FoundationIndianapolis, IN501(c)(3)Educational Grants$146,636
Alpha Chi Omega FoundationIndianapolis, IN501(c)(3)Lifetime Loyal Program$130,603
Fraternity & Sorority Action FundAlexandria, VA501(c)(4)Promote Benefits of Collegiate Fraternity Experience and the Federal Policy Perspectives of Fraternity and Sorority Members$17,440
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Chapters$15,812,006
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 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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Alpha chi omega fraternity, inc. Has members called delegates which are defined in the articles of incorporation as follows: delegates are: 1) members of the national council (as defined in article viii), 2) province collegiate chairs, 3) province alumnae chairs, 4) the chapter president or her designated representative from each collegiate chapter in good standing, 5) the association president or her designated representative from each alumnae chapter in good standing, and 6) past national presidents of alpha chi omega. The national council, province collegiate chairs, past national presidents and representatives from collegiate chapters are known as "collegiate delegates." the province alumnae chairs and representatives from alumnae chapters are known as "alumnae delegates."

Form 990, Part VI, Section A, Line 7A

National council members shall be elected by a majority of the votes cast by the delegates entitled to vote at a national convention. In the event of a petition or petitions for nominations as national president member of the national council, voting for that office shall proceed first, followed by a vote for the remaining class of national council members. In the event there are more than five (5) candidates for national vice president members of the national council as a result of the slating and petitioning process, delegates shall be allowed to cast one vote for each of five (5) candidates. The five candidates with the most votes shall be elected as the national vice president members of the national council.

Form 990, Part VI, Section B, Line 11B

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 senior financial controller at headquarters. 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 senior human resource director. If notified of a conflict of interest, the senior human resource director would investigate the conflict.

Form 990, Part VI, Section B, Line 15A

Input for compensation for the chief executive officer is received from the boards of the three corporations of alpha chi omega fraternity. This input is requested by the national council president. The national council president compiles and reviews the information submitted. The salary of the chief executive officer 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 VII, LINE 1A:

The chief executive officer is compensated though the 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 amount of compensation charged to the fraternity is reflected on part ix, line 5, officer's compensation.

Filing and Contact Details

Filer

Filer Name
Alpha Chi Omega Fraternity Inc
EIN
35-0141875
Phone
3175795050
Address
5939 CASTLE CREEK PARKWAY N DRIVE, INDIANAPOLIS, IN 46250

Signing Officer

Name
Tim Johnson
Title
Senior Financial Controller
Phone
3175795050
Signed
2019-11-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tim Johnson
Formed
1885
Legal Domicile
In
Voting Board Members
6
Independent Board Members
6
Employees
99
Volunteers
3,288

Preparer

Firm
Blue & Co LLC
Address
12800 N MERIDIAN STREET SUITE 400, CARMEL, IN 46032
Preparer
Angela N Crawford CPA
Phone
3178488920
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

Pearl stone partners llc was established to employ individuals working at alpha chi omega chapter facilities.

FORM 990, PART XII, LINE 2C:

The organization has an audit committee that assumes responsibility for oversight of the audit. The process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The fraternity and the nhc are each organized as a not-for-profit corporation that is exempt from income taxes under section 501(c)(7) of the internal revenue code and similar state law. The activities of psp are exempt as programs under the fraternity's not-for-profit exemption. The exemption is on all income except unrelated business income. An unrelated trade or business of an exempt organization is any trade or business which is not substantially related to the exercise or performance of its exempt purpose. Income earned from non-members is recognized as unrelated business income to the extent such income is not set aside for charitable and educational purposes. Income that is properly set aside must be used for the qualifying purposes outlined in the set aside resolution. The outstanding balance of funds set aside as of july 31, 2019 and 2018 was $295,343 and $146,636, respectively. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the organization and recognize a tax liability if the organization 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 organization, and has concluded that as of july 31, 2019 and 2018, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying consolidated financial statements. The organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The organization has filed its federal and state income tax returns for periods through july 31, 2018. 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:

Cost of goods sold 33,887.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold 33,887.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt717235
IRS990/Form990PartVIISectionAGrp/PersonNm0ANGELA COSTLEY HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm1JENNIFER DAURORA
IRS990/Form990PartVIISectionAGrp/PersonNm2JARITA ASKINS
IRS990/Form990PartVIISectionAGrp/PersonNm3LYNNE BIGGIO HERNDON
IRS990/Form990PartVIISectionAGrp/PersonNm4MIKELLE HOLT BRADY
IRS990/Form990PartVIISectionAGrp/PersonNm5JILL SABATINO LACY
IRS990/Form990PartVIISectionAGrp/PersonNm6KATIE GAFFIN
IRS990/Form990PartVIISectionAGrp/PersonNm7TIM JOHNSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6200083
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7100119
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/TitleTxt0NATIONAL PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/ TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt7SENIOR CONTROLLER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01885
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt04061
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0467755
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0131941
IRS990/GrossReceiptsAmt015921064
IRS990/GrossReceiptsForPublicUseAmt00
IRS990/GrossRentsGrp/RealAmt0146938
IRS990/GrossSalesOfInventoryAmt056413
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0243003
IRS990/InitiationFeesAndCapContriAmt02750
IRS990/InsuranceGrp/TotalAmt0295757
IRS990/InterestGrp/TotalAmt030719
IRS990/InventoriesForSaleOrUseGrp/BOYAmt070453
IRS990/InventoriesForSaleOrUseGrp/EOYAmt093493
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt04990
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0233172
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0228182
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01017837
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01001840
IRS990/IRPDocumentCnt049
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02893822
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01360019
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01266902
IRS990/LandBldgEquipCostOrOtherBssAmt04160724
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0127880
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0152446
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0152446
IRS990/MissionDesc0ENRICH THE LIVES OF MEMBERS THROUGH LIFETIME OPPORTUNITIES FOR FRIENDSHIP, LEADERSHIP, LEARNING, AND SERVICE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05573701
IRS990/NetAssetsOrFundBalancesEOYAmt06446332
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04061
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt04061
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt022526
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt022526
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0146938
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0146938
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt012868
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0158546
IRS990/OfficeExpensesGrp/TotalAmt0768343
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0674425
IRS990/OtherExpensesGrp/Desc0REIMBURSED EXPENSES - F
IRS990/OtherExpensesGrp/Desc1REIMBURSED EXPENSES - N
IRS990/OtherExpensesGrp/Desc2PER CAPITA NHC FEES
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt0921909
IRS990/OtherExpensesGrp/TotalAmt1682511
IRS990/OtherExpensesGrp/TotalAmt2680597
IRS990/OtherExpensesGrp/TotalAmt344494
IRS990/OtherLiabilitiesGrp/BOYAmt014205084
IRS990/OtherLiabilitiesGrp/EOYAmt015812006
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSEMENT FROM ALPHA CHI OMEG
IRS990/OtherRevenueMiscGrp/Desc1REIMBURSEMENT FROM ALPHA CHI OMEG
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0926787
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1714535
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0926787
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1714535
IRS990/OtherRevenueTotalAmt01793768
IRS990/OtherSalariesAndWagesGrp/TotalAmt06105965
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0299768
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01310817
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0525883
IRS990/PensionPlanContributionsGrp/TotalAmt065508
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0162934
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0229014
IRS990/PrincipalOfficerNm0TIM JOHNSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1CHAPTER SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2TRAINING REGISTRATION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06342028
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15103168
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2285309
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06342028
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15103168
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2285309
IRS990/ProgSrvcAccomActy2Grp/Desc0THE PRIMARY FOCUS OF LEADERSHIP PROGRAMS PROVIDED ARE TO ADDRESS KEY POPULATIONS WHICH THE ORGANIZATION SERVES, BOTH ALUMNAE AND COLLEGIATE MEMBERS, IN A COMPREHENSIVE WAY. LEADERSHIP PROGRAMS PROVIDED DEVELOP THE WHOLE INDIVIDUAL DURING COLLEGIATE YEARS AND CONTINUED GROWTH FOR A LIFETIME.
IRS990/ProgSrvcAccomActy3Grp/Desc0LIFETIME ENGAGEMENT SEEKS TO PROVIDE LIFELONG OPPORTUNITIES FOR ALUMNAE MEMBERS VIA PROGRAMMING SPECIFICALLY FOR ALUMNAE MEMBERS, RESOURCES FOR ALUMNAE CHAPTERS, AND ENGAGEMENT MECHANISMS FOR ALL ALUMNAE MEMBERS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0735334
IRS990/PYGrantsAndSimilarPaidAmt0132746
IRS990/PYInvestmentIncomeAmt0104312
IRS990/PYOtherExpensesAmt06949257
IRS990/PYOtherRevenueAmt02266082
IRS990/PYProgramServiceRevenueAmt07415229
IRS990/PYRevenuesLessExpensesAmt0792578
IRS990/PYSalariesCompEmpBnftPaidAmt02646376
IRS990/PYTotalExpensesAmt09728379
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010520957
IRS990/ReconcilationRevenueExpnssAmt0859763
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt01152465
IRS990/RentalIncomeOrLossGrp/RealAmt0146938
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt0566652
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0658862
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt092210
IRS990/SavingsAndTempCashInvstGrp/BOYAmt091640
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0154447
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0837626
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01614133
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02451759
IRS990ScheduleD/EquipmentGrp/BookValueAmt090105
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01279689
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01369794
IRS990ScheduleD/ExpensesNotReportedAmt033887
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05023
IRS990ScheduleD/ExpensesSubtotalAmt014894511
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt05023
IRS990ScheduleD/InvestmentExpensesNotIncldAmt05023
IRS990ScheduleD/LandGrp/BookValueAmt0339171
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0339171
IRS990ScheduleD/NetUnrealizedGainsInvstAmt012868
IRS990ScheduleD/OtherExpensesIncludedAmt033887
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015812006
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD FOR CHAPTERS
IRS990ScheduleD/OtherRevenueAmt033887
IRS990ScheduleD/RevenueNotReportedAmt046755
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05023
IRS990ScheduleD/RevenueSubtotalAmt015754274
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FRATERNITY AND THE NHC ARE EACH ORGANIZED AS A NOT-FOR-PROFIT CORPORATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(7) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE LAW. THE ACTIVITIES OF PSP ARE EXEMPT AS PROGRAMS UNDER THE FRATERNITY'S NOT-FOR-PROFIT EXEMPTION. THE EXEMPTION IS ON ALL INCOME EXCEPT UNRELATED BUSINESS INCOME. AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION IS ANY TRADE OR BUSINESS WHICH IS NOT SUBSTANTIALLY RELATED TO THE EXERCISE OR PERFORMANCE OF ITS EXEMPT PURPOSE. INCOME EARNED FROM NON-MEMBERS IS RECOGNIZED AS UNRELATED BUSINESS INCOME TO THE EXTENT SUCH INCOME IS NOT SET ASIDE FOR CHARITABLE AND EDUCATIONAL PURPOSES. INCOME THAT IS PROPERLY SET ASIDE MUST BE USED FOR THE QUALIFYING PURPOSES OUTLINED IN THE SET ASIDE RESOLUTION. THE OUTSTANDING BALANCE OF FUNDS SET ASIDE AS OF JULY 31, 2019 AND 2018 WAS $295,343 AND $146,636, RESPECTIVELY. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION 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 ORGANIZATION, AND HAS CONCLUDED THAT AS OF JULY 31, 2019 AND 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH JULY 31, 2018. 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).
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST OF GOODS SOLD 33,887.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2COST OF GOODS SOLD 33,887.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01266902
IRS990ScheduleD/TotalExpensesPerForm990Amt014899534
IRS990ScheduleD/TotalLiabilityAmt015812006
IRS990ScheduleD/TotalRevenuePerForm990Amt015759297
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt015801029
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt014928398
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0146636
IRS990ScheduleI/RecipientTable/CashGrantAmt117440
IRS990ScheduleI/RecipientTable/CashGrantAmt2130603
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(4)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL GRANTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PROMOTE BENEFITS OF COLLEGIATE FRATERNITY EXPERIENCE AND THE FEDERAL POLICY PERSPECTIVES OF FRATERNITY AND SORORITY MEMBERS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2LIFETIME LOYAL PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALPHA CHI OMEGA FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1FRATERNITY & SORORITY ACTION FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ALPHA CHI OMEGA FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0310949882
IRS990ScheduleI/RecipientTable/RecipientEIN1474906970
IRS990ScheduleI/RecipientTable/RecipientEIN2310949882
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05939 CASTLE CREEK PKWY NORTH DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 3348
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt25939 CASTLE CREEK PKWY NORTH DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0INDIANAPOLIS
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ALEXANDRIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2INDIANAPOLIS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd046250
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd122302
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd246250
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION GRANTS THEIR SET-ASIDE INCOME TO THE ALPHA CHI OMEGA FOUNDATION, INC. A SET-ASIDE AGREEMENT IS SIGNED BY BOTH ORGANIZATIONS STATING THAT THE FRATERNITY DESIRES TO DISTRIBUTE THE FUNDS TO AN EDUCATIONAL AND CHARITABLE ORGANIZATION TO COMPLY WITH REGULATIONS AND REQUIREMENTS OF THE INTERNAL REVENUE SERVICE. THE FOUNDATION ACCEPTS THE FUNDS AND AGREES TO DISTRIBUTE THE DOLLARS IN ACCORDANCE WITH THE REQUIREMENTS OF THE INTERNAL REVENUE SERVICE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$36.5$22.0$14.5$16.8$15.3$1.55
2024Detailed filing. Detailed filing data is available for this year.$32.1$19.9$12.2$16.6$15.0$1.54
2023Detailed filing. Detailed filing data is available for this year.$27.8$18.0$9.81$14.7$15.9$1.18
2022Detailed filing. Detailed filing data is available for this year.$29.1$18.5$10.6$16.5$14.7$1.82
2021Detailed filing. Detailed filing data is available for this year.$26.9$17.9$8.98$13.3$12.6$0.77
2020Detailed filing. Detailed filing data is available for this year.$26.8$18.7$8.11$15.1$13.5$1.66
2019Detailed filing. Detailed filing data is available for this year.$24.7$18.2$6.45$15.8$14.9$0.86
2018Detailed filing. Detailed filing data is available for this year.$22.9$17.3$5.57$10.5$9.73$0.79
2017Detailed filing. Detailed filing data is available for this year.$18.1$13.3$4.78$9.28$11.0$1.68
2016Detailed filing. Detailed filing data is available for this year.$18.6$12.1$6.45$9.85$8.91$0.94
2015Detailed filing. Detailed filing data is available for this year.$15.7$10.2$5.50$8.64$8.01$0.63
2014Detailed filing. Detailed filing data is available for this year.$13.9$9.04$4.88$8.29$7.78$0.51
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.1$7.74$4.35$6.71
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$6.82$3.99$6.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.54$6.02$3.52$5.60
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.68$1.66$3.02$5.25