Civic Intelligence

Alpha Omicron Pi Foundation

EIN 58-1343315 • 501(c)3 • Brentwood, TN

View Organization Page

Profile

The alpha omicron pi foundation invests in our sisters and inspires a lifetime of giving to innovative leadership, educational and philanthropic causes.

5390 Virginia WayBrentwood, TN 37027

www.aoiifoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.13x

Higher debt load relative to assets than 43% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

70th percentile

0.55x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

58th percentile

7.3%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

61st percentile

12%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$14,918,951

Up $1,017,846 (+7.3%) from 2024

Liabilities

Up

$1,872,789

Up $510,763 (+38%) from 2024

Net Assets

Up

$13,046,162

Up $507,083 (+4.0%) from 2024

Operations
Liabilities / Revenue70th percentileNet Margin76th percentile

Revenue

Up

$3,423,635

Up $375,291 (+12%) from 2024

Expenses

Up

$2,648,242

Up $573,131 (+28%) from 2024

Net Income

Down

$775,393

Down $197,840 (-20%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $5,127,915Liabilities 2011: $521,869Net Assets 2011: $4,606,0462011Assets 2012: $5,553,157Liabilities 2012: $684,383Net Assets 2012: $4,868,7742012Assets 2013: $5,905,634Liabilities 2013: $610,141Net Assets 2013: $5,295,4932013Assets 2014: $6,552,219Liabilities 2014: $616,337Net Assets 2014: $5,935,8822014Assets 2015: $7,069,596Liabilities 2015: $870,644Net Assets 2015: $6,198,9522015Assets 2016: $6,995,157Liabilities 2016: $846,088Net Assets 2016: $6,149,0692016Assets 2017: $7,984,168Liabilities 2017: $939,680Net Assets 2017: $7,044,4882017Assets 2018: $7,933,722Liabilities 2018: $985,179Net Assets 2018: $6,948,5432018Assets 2019: $8,439,428Liabilities 2019: $1,178,460Net Assets 2019: $7,260,9682019Assets 2020: $8,687,679Liabilities 2020: $956,235Net Assets 2020: $7,731,4442020Assets 2021: $10,984,068Liabilities 2021: $816,915Net Assets 2021: $10,167,1532021Assets 2022: $11,581,275Liabilities 2022: $1,061,566Net Assets 2022: $10,519,7092022Assets 2023: $12,663,765Liabilities 2023: $1,742,564Net Assets 2023: $10,921,2012023Assets 2024: $13,901,105Liabilities 2024: $1,362,026Net Assets 2024: $12,539,0792024Assets 2025: $14,918,951Liabilities 2025: $1,872,789Net Assets 2025: $13,046,1622025

Highlighted filing

2025

Assets$14,918,951
Liabilities$1,872,789
Net Assets$13,046,162
Open 2025 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,305,757Expenses 2011: $1,101,985Net Income 2011: $203,7722011Revenue 2012: $1,441,419Expenses 2012: $1,043,675Net Income 2012: $397,7442012Expenses 2013: $1,125,8032013Revenue 2014: $1,134,128Expenses 2014: $1,200,429Net Income 2014: -$66,3012014Revenue 2015: $1,771,237Expenses 2015: $1,459,571Net Income 2015: $311,6662015Revenue 2016: $1,393,907Expenses 2016: $1,505,133Net Income 2016: -$111,2262016Revenue 2017: $2,229,330Expenses 2017: $1,674,003Net Income 2017: $555,3272017Revenue 2018: $1,734,455Expenses 2018: $1,889,431Net Income 2018: -$154,9762018Revenue 2019: $1,906,777Expenses 2019: $1,882,186Net Income 2019: $24,5912019Revenue 2020: $2,486,926Expenses 2020: $1,679,685Net Income 2020: $807,2412020Revenue 2021: $2,374,665Expenses 2021: $1,512,727Net Income 2021: $861,9382021Revenue 2022: $2,850,904Expenses 2022: $1,758,702Net Income 2022: $1,092,2022022Revenue 2023: $2,500,147Expenses 2023: $3,007,686Net Income 2023: -$507,5392023Revenue 2024: $3,048,344Expenses 2024: $2,075,111Net Income 2024: $973,2332024Revenue 2025: $3,423,635Expenses 2025: $2,648,242Net Income 2025: $775,3932025

Highlighted filing

2025

Revenue$3,423,635
Expenses$2,648,242
Net Income$775,393
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$14,918,951
Liabilities
$1,872,789
Net assets
$13,046,162
Revenue
$3,423,635
Expenses
$2,648,242
Net income
$775,393
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.9$1.87$13.0$3.42$2.65$0.78
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$1.36$12.5$3.05$2.08$0.97
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$1.74$10.9$2.50$3.01$0.51
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$1.06$10.5$2.85$1.76$1.09
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$0.82$10.2$2.37$1.51$0.86
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.69$0.96$7.73$2.49$1.68$0.81
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.44$1.18$7.26$1.91$1.88$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.93$0.99$6.95$1.73$1.89$0.15
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.98$0.94$7.04$2.23$1.67$0.56
2016Summary only. Only limited summary data is available for this year.$7.00$0.85$6.15$1.39$1.51$0.11
2015Detailed filing. Detailed filing data is available for this year.$7.07$0.87$6.20$1.77$1.46$0.31
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.55$0.62$5.94$1.13$1.20$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.91$0.61$5.30$1.13
2012Summary only. Only limited summary data is available for this year.$5.55$0.68$4.87$1.44$1.04$0.40
2011Summary only. Only limited summary data is available for this year.$5.13$0.52$4.61$1.31$1.10$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$3,986,043
Mission and Program Overview

Mission

The alpha omicron pi foundation invests in our sisters and inspires a lifetime of giving to innovative leadership, educational and philanthropic causes.

Invest in our sisters and inspire a lifetime of giving to innovative leadership, educational and philanthropic causes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,950,299$13,432,900▲ $1,482,601
Cash and Non-Interest-Bearing Accounts$1,477,355$1,036,210▼ $441,145
Pledges and Grants Receivable$287,085$259,992▼ $27,093
Prepaid Expenses and Deferred Charges$26,668$29,923▲ $3,255
Land, Buildings, and Equipment, Net$26,153$20,715▼ $5,438
Accounts Receivable$2,439$1,880▼ $559
Total Assets$13,901,105$14,918,951▲ $1,017,846
Other Assets Total$131,106$137,331▲ $6,225
Liabilities
Grants Payable$1,130,863$1,274,553▲ $143,690
Accounts Payable and Accrued Expenses$231,163$598,236▲ $367,073
Total Liabilities$1,362,026$1,872,789▲ $510,763
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,303,840$9,662,222▲ $358,382
Net Assets Without Donor Restrictions$3,235,239$3,383,940▲ $148,701
Total Net Assets Fund Balance$12,539,079$13,046,162▲ $507,083
Total Liabilities and Net Assets / Fund Balance$13,901,105$14,918,951▲ $1,017,846

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$20,715$40,938$61,653

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$8,479,936$289,572▲ $630,956-$8,847,245
2023$8,049,572$322,653▲ $680,410-$8,479,936
2022$7,368,018$439,198▲ $787,616-$8,049,572
2021$8,020,648$383,651▼ $307,417-$7,368,018
2020$6,496,643$385,454▲ $1,662,443-$8,020,648
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ashley ByrdExecutive DirectorFT$155,708$37,233$192,941

Board Members and Trustees

NameTitle
Kathleen ConverPresident
Barbara DannenbergDirector
Michelle LopezDirector
Nicole CronenwettDirector
Nora BehanDirector
Susan BonifieldFraternity International P
Nancy HohmannSecretary
Yvette ConnorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,165,426
Program Service Revenue
$0
Investment Income
$1,192,250
Other Revenue
$65,959
All Other Contributions
$2,165,426
Change in Net Assets
$775,393

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$48,776Fair Market Value (FMV)
Other Non Cash Contri Table17$8,466Fair Market Value (FMV)
Total Noncash Contributions21$57,242-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,376,276
Revenue Not Reported on Financial Statements
$47,359
Revenue Not Reported on Form 990
$-268,310
Total Revenue per Audited Statements
$3,107,966
Total Revenue per Form 990
$3,423,635
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,545,437
Total Fundraising Expense$620,203
Other Expenses$578,861
Salaries, Compensation, and Employee Benefits$470,444
Professional Fundraising Fees$53,500

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,237,402--$1,237,402
Grants to Domestic Individuals$304,035--$304,035
Other Salaries and Wages$38,987$50,739$115,203$204,929
Current Officers, Directors, Trustees, and Key Employees$37,760$49,176$111,593$198,529
Conferences and Meetings$134,991--$134,991
Fees for Services Professional Fundraising--$53,500$53,500
Fees for Service Investment Mgmnt Fees-$47,359-$47,359
Fees for Services Other--$42,437$42,437
Other Employee Benefits$7,328$9,543$21,657$38,528
Office Expenses$456$2,336$32,732$35,524
All Other Expenses$4,030$6,781$18,820$29,631
Payroll Taxes$5,413$7,049$15,996$28,458
Fees for Services Accounting-$28,000-$28,000
Advertising$710$754$24,570$26,034
Information Technology$3,799$5,007$11,050$19,856
Other Expenses$880$15,709$20,680$15,709
Occupancy$1,579$5,716$4,595$11,890
Fees for Services Legal-$3,585$7,645$11,230
Travel-$7,257$14$7,271
Depreciation Depletion$1,337$1,763$3,890$6,990
Insurance-$3,211$1,580$4,791
Foreign Grants$4,000--$4,000
Total Functional Expenses$1,782,707$245,332$620,203$2,648,242

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,648,242
Expenses per Audited Statements$2,600,883
Total Expenses per Audited Statements$2,600,883
Expenses Not Reported on Financial Statements$47,359
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Arthritis FoundationAtlanta, GA501(c)(3)Arthritis Education$1,000,000
Alpha Omicron Pi FraternityBrentwood, TN501(c)(7)Educational Programs$222,299
Vanderbilt University Medical CenterDallas, TX501(c)(3)Arthritis Research$14,603

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$53,500
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
No
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 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 prepared by an independent accountant and reviewed by management. A copy of the return is provided to the board for review and comments prior to filing.”

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.”

Filing and Contact Details

Filer

Filer Name
Alpha Omicron Pi Foundation
EIN
58-1343315
Phone
6153700920
Address
5390 VIRGINIA WAY, BRENTWOOD, TN 37027

Signing Officer

Name
Ashley Byrd
Title
Executive Director
Phone
6153700920
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ashley Byrd
Formed
1978
Legal Domicile
Tn
Voting Board Members
8
Independent Board Members
8
Employees
5
Volunteers
120

Preparer

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

Additional Explanations

FORM 990, PART XII, LINCE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

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, 2025 and 2024, 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.”

Raw XML AppendixShowing 400 of 724 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt01880
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0INVEST IN OUR SISTERS AND INSPIRE A LIFETIME OF GIVING TO INNOVATIVE LEADERSHIP, EDUCATIONAL AND PHILANTHROPIC CAUSES.
IRS990/AdvertisingGrp/FundraisingAmt024570
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IRS990/MissionDesc0THE ALPHA OMICRON PI FOUNDATION INVESTS IN OUR SISTERS AND INSPIRES A LIFETIME OF GIVING TO INNOVATIVE LEADERSHIP, EDUCATIONAL AND PHILANTHROPIC CAUSES.
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