Civic Intelligence

Alpha Omicron Pi Fraternity Inc

990 • Fiscal year 2020 • EIN 62-0950113

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 18, 2021

Organization ProfileWWW.ALPHAOMICRONPI.ORG

View Organization Page

5390 Virginia WayBrentwood, TN 37027

(404) 310-4768

Siviq Scores

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

Liabilities / Assets

16th percentile

0.12x

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

2020 filings • 501(c)7 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

34th percentile

0.62x

Higher debt load relative to revenue than 34% of similar nonprofits.

2020 filings • 501(c)7 • $25M-$50M nonprofits • Source year 2020

Net Margin

96th percentile

26%

Higher net margin than 96% of similar nonprofits.

2020 filings • 501(c)7 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

8th percentile

$165,868

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2020 filings • 501(c)7 • $25M-$50M nonprofits • Source year 2020

Asset Growth

51st percentile

2.9%

Faster asset growth than 51% of similar nonprofits.

2020 filings • 501(c)7 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-14%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • 501(c)7 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$33,433,903

Up $939,897 (+2.9%) from 2019

Net Assets

Up

$29,293,183

Up $1,642,338 (+5.9%) from 2019

Liabilities

Down

$4,140,720

Down $702,441 (-15%) from 2019

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin96th percentile

Revenue

Down

$6,723,771

Down $1,091,305 (-14%) from 2019

Expenses

Down

$4,996,388

Down $1,109,879 (-18%) from 2019

Net Income

Up

$1,727,383

Up $18,574 (+1.1%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$40M$30M$20M$10M$0Assets 2011: $18,660,020Liabilities 2011: $3,814,180Net Assets 2011: $14,845,8402011Assets 2012: $18,779,396Liabilities 2012: $3,974,363Net Assets 2012: $14,805,0332012Assets 2013: $20,297,601Liabilities 2013: $4,170,693Net Assets 2013: $16,126,9082013Assets 2014: $21,843,633Liabilities 2014: $3,850,065Net Assets 2014: $17,993,5682014Assets 2015: $24,764,340Liabilities 2015: $3,919,702Net Assets 2015: $20,844,6382015Assets 2016: $26,952,744Liabilities 2016: $3,745,786Net Assets 2016: $23,206,9582016Assets 2017: $28,658,538Liabilities 2017: $3,643,609Net Assets 2017: $25,014,9292017Assets 2018: $29,972,225Liabilities 2018: $4,072,862Net Assets 2018: $25,899,3632018Assets 2019: $32,494,006Liabilities 2019: $4,843,161Net Assets 2019: $27,650,8452019Assets 2020: $33,433,903Liabilities 2020: $4,140,720Net Assets 2020: $29,293,1832020Assets 2021: $36,308,552Liabilities 2021: $4,040,400Net Assets 2021: $32,268,1522021Assets 2022: $36,571,341Liabilities 2022: $4,289,424Net Assets 2022: $32,281,9172022Assets 2023: $39,739,276Liabilities 2023: $4,492,321Net Assets 2023: $35,246,9552023Assets 2024: $38,277,725Liabilities 2024: $1,753,188Net Assets 2024: $36,524,5372024

Highlighted filing

2020

Assets$33,433,903
Liabilities$4,140,720
Net Assets$29,293,183
Open 2020 Filing

Operations Trend

Revenue Growth20th percentile

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

$10M$5.0M$0Expenses 2011: $3,733,5942011Revenue 2012: $3,204,808Expenses 2012: $2,957,295Net Income 2012: $247,5132012Revenue 2013: $5,252,854Expenses 2013: $3,930,979Net Income 2013: $1,321,8752013Revenue 2014: $6,158,043Expenses 2014: $4,291,383Net Income 2014: $1,866,6602014Revenue 2015: $8,058,803Expenses 2015: $5,185,021Net Income 2015: $2,873,7822015Revenue 2016: $7,423,573Expenses 2016: $5,061,253Net Income 2016: $2,362,3202016Revenue 2017: $8,243,591Expenses 2017: $6,513,453Net Income 2017: $1,730,1382017Revenue 2018: $6,633,130Expenses 2018: $5,743,436Net Income 2018: $889,6942018Revenue 2019: $7,815,076Expenses 2019: $6,106,267Net Income 2019: $1,708,8092019Revenue 2020: $6,723,771Expenses 2020: $4,996,388Net Income 2020: $1,727,3832020Revenue 2021: $7,259,741Expenses 2021: $4,855,263Net Income 2021: $2,404,4782021Revenue 2022: $5,824,656Expenses 2022: $5,372,782Net Income 2022: $451,8742022Revenue 2023: $7,459,387Expenses 2023: $6,338,452Net Income 2023: $1,120,9352023Revenue 2024: $5,944,345Expenses 2024: $5,178,583Net Income 2024: $765,7622024

Highlighted filing

2020

Revenue$6,723,771
Expenses$4,996,388
Net Income$1,727,383
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 18, 2021
Return Version
2019v5.1
Gross Receipts
$7,029,937
Mission and Program Overview

Mission

To encourage a spirit of fraternity & love among its members. To promote character, dignity, scholarship, and college loyalty. To support the best interests of colleges and universities in which chapters are installed.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$17,201,781$18,045,909▲ $844,128
Cash and Non-Interest-Bearing Accounts$9,375,621$9,334,973▼ $40,648
Land, Buildings, and Equipment, Net$2,903,648$2,797,319▼ $106,329
Investments in Publicly Traded Securities$2,093,641$2,102,767▲ $9,126
Accounts Receivable$670,199$941,277▲ $271,078
Prepaid Expenses and Deferred Charges$175,761$159,082▼ $16,679
Inventories for Sale or Use$73,355$52,576▼ $20,779
Total Assets$32,494,006$33,433,903▲ $939,897
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,866,624$2,708,775▼ $157,849
Accounts Payable and Accrued Expenses$1,747,487$995,895▼ $751,592
Deferred Revenue$229,050$436,050▲ $207,000
Total Liabilities$4,843,161$4,140,720▼ $702,441
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$27,650,845$29,293,183▲ $1,642,338
Total Net Assets Fund Balance$27,650,845$29,293,183▲ $1,642,338
Total Liabilities and Net Assets / Fund Balance$32,494,006$33,433,903▲ $939,897

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$18,045,909--
Buildings$1,947,682$1,904,415-
Land$789,753--
Equipment$59,884$1,585,421-
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Troylyn LeForgeFormer Executive DirectorFT$165,868$165,868
Kandyce HarberGeneral CounselFT$145,738$145,738
Kaya MillerExecutive DirectorFT$90,774$90,774

Board Members and Trustees

NameTitle
Crystal CombsInternational President
Ashley DumatInternational VP
Jaynellen JenkinsInternational VP
Jessie Wang-GrimmInternational VP
Koren PhillipsInternational VP
Lee GrayInternational VP
Lisa NiedenthalInternational VP
Susan BonifieldInternational VP of Finance

Highest Paid Contractors

ContractorServicesLocationCompensation
Herff JonesConsulting150 Herff Jones Way, Warwick, RI 02888$284,148
ChapterSpotMembership Mgmt935 Gravier Street Suite 1350, New Orleans, LA 70112$239,940
FinLogic LLCAccounting525 Tribble Gap Road 52, Cumming, GA 30028$169,883
Kraft Technology Group LLCInformation Tech555 Great Circle Road, Nashville, TN 37228$134,004
Maury Boyd AssociatesPrinting9241 Castlegate Dr, Indianapolis, IN 46256$108,066
Revenue and Support

Revenue Composition

Contributions and Grants
$104,400
Program Service Revenue
$4,968,113
Investment Income
$139,216
Other Revenue
$1,512,042
Change in Net Assets
$1,727,383
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,861,008
Salaries, Compensation, and Employee Benefits$2,135,380
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,733,000
Current Officers, Directors, Trustees, and Key Employees---$402,380
Fees for Services Other---$349,155
Office Expenses---$179,029
Occupancy---$155,361
Depreciation Depletion---$134,287
Interest---$120,217
Other Expenses$38,385--$38,385
Conferences and Meetings---$20,403
Travel---$19,901
Fees for Service Investment Mgmnt Fees---$10,766
Total Functional Expenses$0$0$0$4,996,388
International Activity

International Summary

Spending
$20,778

International Compliance

Foreign grant records maintained
Yes
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

International Activities

RegionActivityServicesOfficesEmployeesSpending
North America Not the United StatesProgram servicesSupport of Members--$20,778
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Management duties delegation Part VI line 3

“FinLogic, LLC is retained as an outsourced CFO to assist with the recording and reporting of financial operations consistent with US GAAP.”

Member election for additional members Part VI line 7A

“Members have the right to vote on law changes and elect the Board of Directors.”

Form 990 governing body review Part VI line 11

“Form 990 is prepared by an independent CPA firm and reviewed by the organizations top management. The reviewed Form 990 is then forwarded to the Board of Directors for review prior to filing.”

Conflict of interest policy compliance Part VI line 12C

“Employees sign a written conflict policy on date of employment and revisit the policy at each annual review. Board members sign a written conflict policy at first board meeting after election to board.”

CEO executive director top management comp Part VI line 15A

“The organizations Board of Directors selects the Executive Director whose salary is determined by benchmarks set forth by the National Panhellenic Conference. The Directors salary is approved by the Board and documented in the Board minutes.The Executive Director determines salaries for other employees. The amount of the salaries is then approved by the Board of Directors.”

Other officer or key employee compensation Part VI line 15B

“The organizations Board of Directors selects the Executive Director whose salary is determined by benchmarks set forth by the National Panhellenic Conference. The Directors salary is approved by the Board and documented in the Board minutes.The Executive Director determines salaries for other employees. The amount of the salaries is then approved by the Board of Directors.”

Governing documents etc available to public Part VI line 19

“Governing documents are available to Alpha Omicron Pi Fraternity, Inc. members on a private website. The financial statements are also available to Alpha Omicron Pi Fraternity, Inc. members via email.”

Filing and Contact Details

Filer

Filer Name
Alpha Omicron Pi Fraternity Inc
EIN
62-0950113
Address
5390 Virginia Way, Brentwood, TN 37027

Signing Officer

Name
Kaya Miller
Title
Executive Direc
Phone
6153700920
Signed
2021-03-18
Discuss with paid preparer
Yes

Organization Details

Formed
1897
Legal Domicile
Tn
Voting Board Members
8
Independent Board Members
8
Employees
54
Volunteers
2,000

Preparer

Firm
Atlanta Tax LLC
Address
3355 Lenox Road Suite 750, Atlanta, GA 30326
Preparer
Alicyn McLeod
Phone
6789235314
Supplemental Narrative

Financial Statement Notes

Collections descriptions (Part III, line 4)

“The organization preserves and displays its historical items for all members to see and understand the organizations history.”

Footnote for uncertain tax position under FIN 48 (Part X)

“The organization recognizes the tax benefits of uncertain tax positions only where the position is more likely than not to be sustained assuming examination by tax authorities. Management has analyzed the organizations tax positions and concluded that no liability for unrecognized tax benefits should be recorded related to uncertain tax positions taken on returns filed for open tax years (years subsequent to June 30, 2016), or expected to be taken in the organizations tax return for the year ended June 30, 2020.”

Raw XML AppendixShowing 400 of 529 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/TitleTxt0International President
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IRS990/Form990PartVIISectionAGrp/TitleTxt5International VP
IRS990/Form990PartVIISectionAGrp/TitleTxt6International VP
IRS990/Form990PartVIISectionAGrp/TitleTxt7International VP
IRS990/Form990PartVIISectionAGrp/TitleTxt8Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9General Counsel
IRS990/Form990PartVIISectionAGrp/TitleTxt10Former Executive Director
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IRS990/MissionDesc0To encourage a spirit of fraternity & love among its members. To promote character, dignity, scholarship, and college loyalty. To support the best interests of colleges and universities in which chapters are installed.
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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01947682
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01904415
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IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt01585421
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Investment in Alpha Omicron Pi Prop
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/LandGrp/BookValueAmt0789753
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0789753
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The organization preserves and displays its historical items for all members to see and understand the organizations history.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The organization recognizes the tax benefits of uncertain tax positions only where the position is more likely than not to be sustained assuming examination by tax authorities. Management has analyzed the organizations tax positions and concluded that no liability for unrecognized tax benefits should be recorded related to uncertain tax positions taken on returns filed for open tax years (years subsequent to June 30, 2016), or expected to be taken in the organizations tax return for the year ended June 30, 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Collections descriptions (Part III, line 4)
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Footnote for uncertain tax position under FIN 48 (Part X)
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IRS990ScheduleD/TotalBookValueProgramRltdAmt018045909
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt020778
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0North America Not the United States
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0Support of Members
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Program services
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IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0Program Services
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Troylyn LeForge
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Former Executive Director
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IRS990ScheduleJ/SeverancePaymentInd0true
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0In January 2020, Troylyn LeForge was provided a severance payment totaling $71,511.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Listed persons compensation information (Part I, line 4)
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FinLogic, LLC is retained as an outsourced CFO to assist with the recording and reporting of financial operations consistent with US GAAP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members have the right to vote on law changes and elect the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990 is prepared by an independent CPA firm and reviewed by the organizations top management. The reviewed Form 990 is then forwarded to the Board of Directors for review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Employees sign a written conflict policy on date of employment and revisit the policy at each annual review. Board members sign a written conflict policy at first board meeting after election to board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organizations Board of Directors selects the Executive Director whose salary is determined by benchmarks set forth by the National Panhellenic Conference. The Directors salary is approved by the Board and documented in the Board minutes.The Executive Director determines salaries for other employees. The amount of the salaries is then approved by the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organizations Board of Directors selects the Executive Director whose salary is determined by benchmarks set forth by the National Panhellenic Conference. The Directors salary is approved by the Board and documented in the Board minutes.The Executive Director determines salaries for other employees. The amount of the salaries is then approved by the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Governing documents are available to Alpha Omicron Pi Fraternity, Inc. members on a private website. The financial statements are also available to Alpha Omicron Pi Fraternity, Inc. members via email.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Management duties delegation Part VI line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,433,903
Liabilities
$4,140,720
Net assets
$29,293,183
Revenue
$6,723,771
Expenses
$4,996,388
Net income
$1,727,383
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.3$1.75$36.5$5.94$5.18$0.77
2023Detailed filing. Detailed filing data is available for this year.$39.7$4.49$35.2$7.46$6.34$1.12
2022Detailed filing. Detailed filing data is available for this year.$36.6$4.29$32.3$5.82$5.37$0.45
2021Detailed filing. Detailed filing data is available for this year.$36.3$4.04$32.3$7.26$4.86$2.40
2020Detailed filing. Detailed filing data is available for this year.$33.4$4.14$29.3$6.72$5.00$1.73
2019Detailed filing. Detailed filing data is available for this year.$32.5$4.84$27.7$7.82$6.11$1.71
2018Detailed filing. Detailed filing data is available for this year.$30.0$4.07$25.9$6.63$5.74$0.89
2017Detailed filing. Detailed filing data is available for this year.$28.7$3.64$25.0$8.24$6.51$1.73
2016Detailed filing. Detailed filing data is available for this year.$27.0$3.75$23.2$7.42$5.06$2.36
2015Summary only. Only limited summary data is available for this year.$24.8$3.92$20.8$8.06$5.19$2.87
2014Summary only. Only limited summary data is available for this year.$21.8$3.85$18.0$6.16$4.29$1.87
2013Summary only. Only limited summary data is available for this year.$20.3$4.17$16.1$5.25$3.93$1.32
2012Summary only. Only limited summary data is available for this year.$18.8$3.97$14.8$3.20$2.96$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.7$3.81$14.8$3.73