Civic Intelligence

Alpha Omicron Pi Foundation

990 • Fiscal year 2014 • EIN 58-1343315

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 31, 2014

Organization ProfileWWW.AOIIFOUNDATION.ORG

View Organization Page

5390 Virginia Way37027

(615) 370-0920

Siviq Scores

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

Liabilities / Assets

38th percentile

0.09x

Higher debt load relative to assets than 38% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

72nd percentile

0.54x

Higher debt load relative to revenue than 72% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

22nd percentile

-5.8%

Higher net margin than 22% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$86,275

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

17th percentile

-11%

Faster revenue growth than 17% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$6,552,219

Up $646,585 (+11%) from 2013

Net Assets

Up

$5,935,882

Up $640,389 (+12%) from 2013

Liabilities

Up

$616,337

Up $6,196 (+1.0%) from 2013

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin22nd percentile

Revenue

$1,134,128

No earlier filing loaded for comparison.

Expenses

Up

$1,200,429

Up $74,626 (+6.6%) from 2013

Net Income

-$66,301

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$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

2014

Assets$6,552,219
Liabilities$616,337
Net Assets$5,935,882
Open 2014 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$1,134,128
Expenses$1,200,429
Net Income-$66,301
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 31, 2014
Return Version
2013v3.0
Gross Receipts
$1,411,950
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.

To enhance the lives of alpha omicron pi members and to secure the future of the fraternity through leadership development, scholarships and philanthropic endeavors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$5,032,420$5,764,947▲ $732,527
Cash and Non-Interest-Bearing Accounts$374,496$433,700▲ $59,204
Pledges and Grants Receivable$421,856$280,587▼ $141,269
Prepaid Expenses and Deferred Charges$4,460--
Land, Buildings, and Equipment, Net$991$153▼ $838
Total Assets$5,905,634$6,552,219▲ $646,585
Other Assets Total$71,411$72,832▲ $1,421
Liabilities
Grants Payable$471,189$369,721▼ $101,468
Other Liabilities$123,000$176,500▲ $53,500
Accounts Payable and Accrued Expenses$15,952$70,116▲ $54,164
Total Liabilities$610,141$616,337▲ $6,196
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,293,016$4,363,490▲ $70,474
Temporarily Rstr Net Assets$1,227,330$1,696,507▲ $469,177
Unrestricted Net Assets$-224,853$-124,115▲ $100,738
Total Net Assets Fund Balance$5,295,493$5,935,882▲ $640,389
Total Liabilities and Net Assets / Fund Balance$5,905,634$6,552,219▲ $646,585

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$153$67,308$67,461
Other Securities$286,046--
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara ChadwickExecutive DirectorFT$76,850$9,425$86,275

Board Members and Trustees

NameTitle
Crystal Grafton CombsPresident
Judy FlessnerDirector
Kathleen DonohueDirector
Linda Schwartz GrandolfoDirector
Phyllis AustinDirector
Allison AllgierAoii International Preside
Jessie Wang-grimmSecretary
Koren PhillipsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$928,586
Program Service Revenue
$0
Investment Income
$181,295
Other Revenue
$24,247
All Other Contributions
$928,586
Change in Net Assets
$-66,301

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,134,128
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$730,650
Total Revenue per Audited Statements
$1,864,778
Total Revenue per Form 990
$1,134,128
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$576,048
Other Expenses$352,909
Total Fundraising Expense$339,399
Salaries, Compensation, and Employee Benefits$271,472
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$366,636--$366,636
Grants to Domestic Individuals$209,412--$209,412
Other Salaries and Wages$22,417$65,031$61,653$149,101
Office Expenses$4,178$16,402$84,432$105,012
Current Officers, Directors, Trustees, and Key Employees$13,475$36,873$35,928$86,276
Conferences and Meetings$173$31,685$2,571$34,429
Advertising$72$1,306$28,853$30,231
Fees for Services Other-$2,319$25,723$28,042
Fees for Service Investment Mgmnt Fees-$27,960-$27,960
Payroll Taxes$2,599$8,924$7,147$18,670
Other Employee Benefits$3,486$6,298$7,641$17,425
Occupancy$1,760$5,106$8,036$14,902
Fees for Services Accounting-$10,750-$10,750
Fees for Services Legal-$7,195$3,000$10,195
Insurance$902$2,617$2,481$6,000
Other Expenses$2,500$8,208$8,929$2,500
All Other Expenses-$2,255$200$2,455
Depreciation Depletion$126$365$347$838
Travel--$490$490
Total Functional Expenses$627,736$233,294$339,399$1,200,429

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,224,389
Expenses per Audited Statements$1,200,429
Total Expenses per Form 990$1,200,429
Expenses Not Reported on Form 990$23,960
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
62-0950113-501(c)3Educational Programs for Members$132,000
26-4639290-501(c)3Arthritis Research$12,188
31-4419290-501(c)3Arthritis Education$7,529
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,978
Fundraising Direct Expenses$1,347
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$23,978$23,978$1,347$22,631
Total Events$23,978$23,978$1,347$22,631
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Allison AllgierFraternity National PresidentInternational President of Aoii Fraternity, Sits on the Foundation Board as Well as All of the Fraternity Boards.No-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Scholarships Payable$176,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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 4

“The organization revised the gift acceptance policy in the past year.”

Form 990, Part VI, Section A, Line 6

“There is a member council of 400+”

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

“A member council of 400+ elect the foundation board at a public election.”

Form 990, Part VI, Section B, Line 11

“The form 990 is provided electronically to the board in advance of a board meeting. At the board meeting, the auditor reviews key points and invites questions or any discussion.”

Form 990, Part VI, Section B, Line 12C

“The board and staff maintain transparencies of 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

“The executive director is given an annual review by the board president and another board member, and is reviewed in march of each year.”

Form 990, Part VI, Section C, Line 19

“The bylaws and conflict of interest policy are on the organizations website and the form 990 is available for public review.”

Filing and Contact Details

Filer

EIN
58-1343315
Phone
6153700920

Signing Officer

Name
Barbara L Chadwick
Title
Executive Director
Phone
6153700920
Signed
2014-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara L Chadwick
Formed
1978
Legal Domicile
Tn
Voting Board Members
8
Independent Board Members
8
Employees
7
Volunteers
40

Preparer

Preparer
Larry Mullins
Phone
6153708576
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Forfeited scholarships 3,000. Reimbursed expenses of officers, employees, or volunteers 19,613. Fundraising expenses 1,347.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Forfeited scholarships 3,000. Reimbursed expenses of officers, employees, or volunteers 19,613. Fundraising expenses 1,347.”

Raw XML AppendixShowing 400 of 593 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4AOII INTERNATIONAL PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE DIRECTOR
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt0153
IRS990/LandBldgEquipCostOrOtherBssAmt067461
IRS990/LegalDomicileStateCd0TN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0276475
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ALPHA OMICRON PI FOUNDATION IS COMMITTED TO ENHANCING THE LIVES OF OUR MEMBERS AND SECURING THE FUTURE OF OUR FRATERNITY THROUGH LEADERSHIP DEVELOPMENT, SCHOLARSHIPS, AND PHILANTHROPIC ENDEAVORS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05295493
IRS990/NetAssetsOrFundBalancesEOYAmt05935882
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05815
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05815
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt022631
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt022631
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0706690
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt08036
IRS990/OccupancyGrp/ManagementAndGeneralAmt05106
IRS990/OccupancyGrp/ProgramServicesAmt01760
IRS990/OccupancyGrp/TotalAmt014902
IRS990/OfficeExpensesGrp/FundraisingAmt084432
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016402
IRS990/OfficeExpensesGrp/ProgramServicesAmt04178
IRS990/OfficeExpensesGrp/TotalAmt0105012
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt071411
IRS990/OtherAssetsTotalGrp/EOYAmt072832
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07641
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06298
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03486
IRS990/OtherEmployeeBenefitsGrp/TotalAmt017425
IRS990/OtherExpensesGrp/Desc0DONOR CULTIVATION
IRS990/OtherExpensesGrp/Desc1BAD DEBT
IRS990/OtherExpensesGrp/Desc2PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/Desc3SCHOLARSHIP EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt042937
IRS990/OtherExpensesGrp/FundraisingAmt119031
IRS990/OtherExpensesGrp/FundraisingAmt28929
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08208
IRS990/OtherExpensesGrp/ProgramServicesAmt02500
IRS990/OtherExpensesGrp/TotalAmt042937
IRS990/OtherExpensesGrp/TotalAmt119031
IRS990/OtherExpensesGrp/TotalAmt217137
IRS990/OtherExpensesGrp/TotalAmt32500
IRS990/OtherLiabilitiesGrp/BOYAmt0123000
IRS990/OtherLiabilitiesGrp/EOYAmt0176500
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt01616
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01616
IRS990/OtherRevenueTotalAmt01616
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt061653
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt065031
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt022417
IRS990/OtherSalariesAndWagesGrp/TotalAmt0149101
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07147
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08924
IRS990/PayrollTaxesGrp/ProgramServicesAmt02599
IRS990/PayrollTaxesGrp/TotalAmt018670
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04293016
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04363490
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0421856
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0280587
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04460
IRS990/PrincipalOfficerNm0BARBARA L CHADWICK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS AWARDED TO MEMBERS OF AOII FOR UNDERGRADUATE OR GRADUATE LEVEL TUITION AND BOOKS. THE NUMBER AND AMOUNT OF SCHOLARSHIPS AWARDED DEPENDS ON FUNDS RAISED AND INVESTMENT EARNINGS. GOAL IS TO CONTINUALLY INCREASE THE AMOUNT GIVEN.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0186422
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0173500
IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATIONAL GRANTS ARE AWARDED TO AOII FRATERNITY TO HELP FUND CONVENTION SPEAKER FEES, LEADERSHIP ACADEMIES FOR COLLEGIATE OFFICERS, AWARD SCHOLARSHIPS FOR COLLEGIATE CHAPTER LEADERS, AND ACQUIRE DIGITAL EQUIPMENT FOR EDUCATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0144922
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0132000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0BENEVOLENT FUNDING FOR AOII MEMBERS WHO HAVE EXHAUSTED ALL OTHER SOURCES OF ASSISTANCE. THE MAXIMUM GRANT IS $5,000 AND MUST BE FOR DIRE NEED, I.E. RENT, FOOD, UNINSURED MEDICAL EXPENSES. STRICT SCREENING AND FINANCIAL HISTORY REQUIRED.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt045833
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt032912
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0966927
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0550747
IRS990/PYInvestmentIncomeAmt0187750
IRS990/PYOtherExpensesAmt0321706
IRS990/PYOtherRevenueAmt026696
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt055570
IRS990/PYSalariesCompEmpBnftPaidAmt0253350
IRS990/PYTotalExpensesAmt01125803
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01181373
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-66301
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01062788
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01017538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01094493
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01215924
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0749518
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05140261
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0174447
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0173578
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0186636
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0110875
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0103253
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0748789
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0108304
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01616
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0759
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01914
IRS990ScheduleA/OtherIncome170Grp/TotalAmt04289
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80670
IRS990ScheduleA/PublicSupportPY170Pct00.78720
IRS990ScheduleA/PublicSupportTotal170Amt04753899
IRS990ScheduleA/SubstantialContributorsTotAmt0386362
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01062788
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01017538
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01094493
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01215924
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0749518
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05140261
IRS990ScheduleA/TotalSupportAmt05893339
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0153
IRS990ScheduleD/EquipmentGrp/DepreciationAmt067308
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt067461
IRS990ScheduleD/ExpensesNotReportedAmt023960
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01200429
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0706690
IRS990ScheduleD/OtherExpensesIncludedAmt023960
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0176500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SCHOLARSHIPS PAYABLE
IRS990ScheduleD/OtherRevenueAmt023960
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03976806
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11502095
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2286046
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EQUITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FIXED INCOME BOND FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CASH EQUIVALENT FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt0730650
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01134128
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FORFEITED SCHOLARSHIPS 3,000. REIMBURSED EXPENSES OF OFFICERS, EMPLOYEES, OR VOLUNTEERS 19,613. FUNDRAISING EXPENSES 1,347.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FORFEITED SCHOLARSHIPS 3,000. REIMBURSED EXPENSES OF OFFICERS, EMPLOYEES, OR VOLUNTEERS 19,613. FUNDRAISING EXPENSES 1,347.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0153
IRS990ScheduleD/TotalBookValueSecuritiesAmt05764947
IRS990ScheduleD/TotalExpensesPerForm990Amt01200429
IRS990ScheduleD/TotalLiabilityAmt0176500
IRS990ScheduleD/TotalRevenuePerForm990Amt01134128
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01864778
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01224389
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01347
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023978
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023978
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023978
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023978
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0SALES OF ROSE TRIBUTES & DMND ACCLD
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022631
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01347
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01347
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0176500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt120144
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt25791
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt3625
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt43146
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt51827
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt61379
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS WERE GIVEN TO FORTY UNDERGRADUATE STUDENTS, AND TWENTY GRADUATE STUDENTS WHO ARE MEMBERS OF VARIOUS ALPHA OMICRON PI FRATERNITIES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1PAYMENT OF RENT AND MORTGAGE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2PAYMENT OF MEDICAL EXPENSES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3PAYMENT OF INSURANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4PAYMENT OF SCHOOL EXPENSES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5PAYMENT OF UTILITIES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt6PAYMENT OF OTHER PERSONAL EXPENSES

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,552,219
Liabilities
$616,337
Net assets
$5,935,882
Revenue
$1,134,128
Expenses
$1,200,429
Net income
-$66,301
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
2014Detailed filing. Detailed filing data is available for this year.$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