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Nonprofiteer
← CHI OMEGA EDUCATION AND CHARITY FUND OF DALLAS

Form 990 for tax year 2023

Filed by CHI OMEGA EDUCATION AND CHARITY FUND OF DALLAS.

Totals

Total revenue
$983,194
Total expenses
$899,419
Contributions and grants received
$129,719
Grants paid
$505,790
Program service revenue
$826,811
Investment income
$26,664
Other revenue
$0
Total assets, end of year
$1,405,349
Total liabilities, end of year
$511,231
Net assets or fund balances, end of year
$894,118
Program services expenses (Part IX)
$860,579
Management and general expenses
$34,896
Fundraising expenses
$3,944
Program service expenses (Part III)
$860,579

Program services were 95.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $2,396

  • 1f · All other contributions, gifts and grants

    $127,323

  • 1g · Noncash contributions included above

    $36,409

  • 2a · Program service revenue: CHI OMEGA CHRISTMAS MA

    total $826,811 · related or exempt $826,811

  • 3 · Investment income

    total $26,664 · excluded $26,664

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $2,396

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $448,790 · program services $448,790

  • 2 · Grants to domestic individuals

    total $57,000 · program services $57,000

  • 7 · Other salaries and wages

    total $11,925 · management and general $11,925

  • 10 · Payroll taxes

    total $914 · management and general $914

  • 11b · Fees: legal

    total $2,066 · management and general $2,066

  • 11c · Fees: accounting

    total $7,000 · management and general $7,000

  • 11f · Fees: investment management

    total $2,004 · management and general $2,004

  • 12 · Advertising and promotion

    total $30,416 · program services $30,416

  • 13 · Office expenses

    total $1,460 · management and general $1,460

  • 14 · Information technology

    total $1,921 · management and general $1,921

  • 16 · Occupancy

    total $4,980 · management and general $4,980

  • 23 · Insurance

    total $2,019 · program services $2,019

  • 24a · Other expenses: VENUE FEES

    total $195,239 · program services $195,239

  • 24b · Other expenses: OTHER DIRECT MARKET EXP

    total $59,963 · program services $59,963

  • 24c · Other expenses: IN-KIND GOODS EXPENSE

    total $36,409 · program services $36,409

  • 24d · Other expenses: CREDIT CARD PROCESSING

    total $28,549 · program services $28,549

  • 24e · All other expenses

    total $8,764 · program services $2,194 · management and general $2,626 · fundraising $3,944

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $681,770 · end of year $567,315

  • 2 · Savings and temporary cash investments

    beginning of year $563,371 · end of year $177,374

  • 4 · Accounts receivable

    beginning of year $21,874 · end of year $3,688

  • 10a · Land, buildings and equipment: cost or other basis

    $6,068

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,068

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    end of year $656,972

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,492 · end of year $5,442

  • 18 · Grants payable

    beginning of year $470,577 · end of year $505,789

  • 27 · Net assets without donor restrictions

    beginning of year $529,921 · end of year $618,582

  • 28 · Net assets with donor restrictions

    beginning of year $258,025 · end of year $275,536

Mission and programs · 2023

Mission

TO OVERSEE THE CHI OMEGA CHIRSTMAS MARKET, TO PROVIDE GRANTS TO QUALIFYING CHARITABLE ORGANIZATIONS THAT SERVE THE DALLAS COMMUNITY WITHIN THE AREAS OF HEALTH, EDUCATION, ARTS & WELFARE, AND TO MAKE GRANTS FOR SCHOLARSHIPS TO MEMBERS OF THE CHI OMEGA SORORITY AT SOUTHERN METHODIST UNIVERSITY AND OTHER UNIVERSITIES.

Activities or mission (Part I)

TO OVERSEE THE CHI OMEGA CHIRSTMAS MARKET (COCM), TO PROVIDE GRANTS TO QUALIFYING CHARITABLE ORGANIZATIONS THAT SERVE THE DALLAS COMMUNITY WITHIN THE AREAS OF HEALTH, EDUCATION, ARTS & WELFARE, AND TO MAKE GRANTS FOR SCHOLARSHIPS TO MEMBERS OF THE CHI OMEGA SORORITY AT SOUTHERN METHODIST UNIVERSITY AND OTHER UNIVERSITIES.

  • OVERSEE THE ANNUAL OPERATION OF THE CHI OMEGA CHRISTMAS MARKET

    Expenses $354,789 · Revenue $826,811

  • THE ORGANIZATION PROVIDES GRANTS TO QUALIFYING CHARITABLE ORGANIZATIONSTHAT SERVE THE DALLAS COMMUNITY WITHIN THE AREAS OF HEALTH, EDUCATION,ARTS & WELFARE.

    Expenses $448,790 · Grants $448,790

  • THE ORGNAIZATION PROVIDES SCHOLARSHIPS TO MEMBERS OF THE CHI OMEGASORORITY AT SMU & OTHER UNIVERSITIES, INLCUDING MAKING CONTRIBUTIONSTO ENDOWMENT FUNDS SUPPORTING SUCH SCHOLARSHIPS.

    Expenses $57,000 · Grants $57,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Amy Lynn Jones

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Connie Blass O'Neill

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Lane Anderson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michelle Raskiewicz

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Jill Starr

    ASST. TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Karen Dower

    MARKET STEERING CHAIR

    Total calculated
    $0
    Hours/week
    15

  • Monica Goulding

    MARKET CHAIR

    Total calculated
    $0
    Hours/week
    15

  • Zoe Murphy

    MARKET CHAIR

    Total calculated
    $0
    Hours/week
    15

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
16 December 2024
IRS schema version
2023v5.1
Source object
202413519349300816

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