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Nonprofiteer
← ALPHA CHI OMEGA FRATERNITY INC

Form 990 for tax year 2022

Filed by ALPHA CHI OMEGA FRATERNITY INC.

Totals

Total revenue
$14,721,901
Total expenses
$15,897,771
Contributions and grants received
$829,871
Grants paid
$697,006
Program service revenue
$10,441,786
Investment income
$568,935
Other revenue
$2,881,309
Total assets, end of year
$27,766,470
Total liabilities, end of year
$17,951,953
Net assets or fund balances, end of year
$9,814,517
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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.

  • 1f · All other contributions, gifts and grants

    $829,871

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $6,236,539 · related or exempt $6,236,539

  • 2b · Program service revenue: CHAPTER SERVICES

    total $3,923,899 · related or exempt $3,923,899

  • 2c · Program service revenue: TRAINING REGISTRATION FEES

    total $280,645 · related or exempt $280,645

  • 2d · Program service revenue: CONVENTION

    total $703 · related or exempt $703

  • 3 · Investment income

    total $649,959 · unrelated business $649,959

  • 5 · Royalties

    total $625,757 · related or exempt $579,818 · unrelated business $45,939

  • 6a · Gross rents

    real property $219,281

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $219,281

  • 6d · Net rental income or loss

    total $219,281 · related or exempt $219,281

  • 7a · Gross sales of assets other than inventory

    securities $3,541,879

  • 7b · Less cost or other basis and sales expenses

    securities $3,622,903

  • 7c · Gain or loss

    securities -$81,024

  • 7d · Net gain or loss

    total -$81,024 · unrelated business -$81,024

  • 10a · Gross sales of inventory

    $57,544

  • 10b · Cost of goods sold

    $44,861

  • 10c · Net income from sales of inventory

    total $12,683 · related or exempt $12,683

  • 11a · Other revenue: REIMBURSEMENT FROM FOUNDATION

    total $1,082,597 · related or exempt $1,082,597

  • 11b · Other revenue: REIMBURSEMENT FROM NHC

    total $859,078 · related or exempt $859,078

  • 11c · Other revenue: OTHER REVENUE

    total $81,913 · related or exempt $81,913

  • 11e · Other revenue, total

    $2,023,588

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $697,006

  • 5 · Compensation of officers, directors and key employees

    total $234,628

  • 7 · Other salaries and wages

    total $6,545,478

  • 8 · Pension plan contributions

    total $96,331

  • 9 · Other employee benefits

    total $309,709

  • 10 · Payroll taxes

    total $534,953

  • 11a · Fees: management

    total $5,770

  • 11b · Fees: legal

    total $50,943

  • 11c · Fees: accounting

    total $30,610

  • 11f · Fees: investment management

    total $19,833

  • 11g · Fees: other

    total $520,797

  • 12 · Advertising and promotion

    total $25,308

  • 13 · Office expenses

    total $633,009

  • 14 · Information technology

    total $387,443

  • 16 · Occupancy

    total $152,705

  • 17 · Travel

    total $1,618,016

  • 19 · Conferences, conventions and meetings

    total $711,804

  • 20 · Interest

    total $23,811

  • 22 · Depreciation, depletion and amortization

    total $134,399

  • 23 · Insurance

    total $290,309

  • 24a · Other expenses: REIMBURSED EXPENSES - F

    total $1,082,597

  • 24b · Other expenses: REIMBURSED EXPENSES - N

    total $870,370

  • 24c · Other expenses: PER CAPITA NHC FEES

    total $660,673

  • 24d · Other expenses: MISCELLANEOUS

    total $147,852

  • 24e · All other expenses

    total $113,417

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,687,055 · end of year $7,913,634

  • 2 · Savings and temporary cash investments

    beginning of year $12,741,211 · end of year $12,384,568

  • 4 · Accounts receivable

    beginning of year $757,589 · end of year $223,668

  • 7 · Other notes and loans receivable

    beginning of year $476,409 · end of year $553,241

  • 8 · Inventories for sale or use

    beginning of year $41,068 · end of year $56,963

  • 9 · Prepaid expenses and deferred charges

    beginning of year $402,211 · end of year $333,833

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

    $3,332,418

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

    $1,099,348

  • 10c · Land, buildings and equipment, net

    beginning of year $2,270,966 · end of year $2,233,070

  • 11 · Investments: publicly traded securities

    beginning of year $3,742,546 · end of year $4,067,493

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,075,971 · end of year $826,103

  • 19 · Deferred revenue

    beginning of year $0 · end of year $73,934

  • 24 · Unsecured notes and loans payable

    beginning of year $447,552 · end of year $367,549

  • 25 · Other liabilities

    beginning of year $16,993,770 · end of year $16,684,367

  • 27 · Net assets without donor restrictions

    beginning of year $10,601,762 · end of year $9,814,517

Mission and programs · 2022

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.

Activities or mission (Part I)

ALPHA CHI OMEGA CULTIVATES IMPACTFUL COMMUNITIES WHERE WOMEN ARE INSPIRED TO CONNECT, LEAD, GROW AND SERVE.

  • COLLEGIATE EXPERIENCE - THE FRATERNITY SUPPORTS CHAPTERS BY PROVIDING LEADERSHIP DEVELOPMENT, MEMBERSHIP GROWTH/RECRUITMENT AND RISK MANAGEMENT SUPPORT. THE FRATERNITY TRAINS VOLUNTEERS WHO WORK WITH CHAPTERS AND ASSIGNS SUPPORT CONSULTANTS AND SUBJECT-MATTER EXPERTS TO HELP CHAPTERS GROW AND FLOURISH.

  • EDUCATION AND LEADERSHIP INITIATIVES - THE FRATERNITY CREATES AND DELIVERS LEADERSHIP PROGRAMS FOR BOTH ALUMNAE AND COLLEGIATE MEMBERS DESIGNED TO DEVELOP THE WHOLE INDIVIDUAL DURING COLLEGIATE YEARS AND CONTINUE THAT GROWTH FOR A LIFETIME.

  • LIFETIME ENGAGEMENT - THE FRATERNITY WORKS TO PROVIDE MEANINGFUL OPPORTUNITIES FOR ALUMNAE MEMBERS TO ENGAGE WITH EACH OTHER AND GROW AS INDIVIDUALS THROUGHOUT THEIR LIFETIMES.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lynne Biggio Herndon

    NATIONAL PRESIDENT

    Total calculated
    $0
    Hours/week
    15

  • Leslie Abramsky Block

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Jarita Askins

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Kelli Rodriguez Currie

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Cassie Gerhardt

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Jill Sabatino Lacy

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Katie Gaffin

    CEO

    Total calculated
    $231,923
    From this org
    $202,795
    From related orgs
    $0
    Other
    $29,128
    Hours/week
    28 + 12 related

    Schedule J breakdown matched by us

    Base
    $202,795
    Bonus
    $0
    Other
    $0
    Deferred
    $8,408
    Nontaxable benefits
    $20,720
    Filer's total
    $231,923

  • Julie Goldsberry

    SENIOR FINANCIAL CONTROLLER

    Total calculated
    $134,120
    From this org
    $131,566
    From related orgs
    $0
    Other
    $2,554
    Hours/week
    28 + 12 related

  • Marsha Grady

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $118,999
    From this org
    $100,991
    From related orgs
    $0
    Other
    $18,008
    Hours/week
    0 + 40 related

  • Amy Jo Gabel

    SENIOR DIRECTOR OF HOUSING

    Total calculated
    $111,429
    From this org
    $107,143
    From related orgs
    $0
    Other
    $4,286
    Hours/week
    2 + 38 related

  • Amy Mustafa

    SENIOR DIRECTOR OF EDUCATION

    Total calculated
    $113,020
    From this org
    $101,524
    From related orgs
    $0
    Other
    $11,496
    Hours/week
    34 + 6 related

  • Jen Patterson

    SENIOR DIRECTOR OF COLLEGIATE EXPERIENCE

    Total calculated
    $113,678
    From this org
    $102,174
    From related orgs
    $0
    Other
    $11,504
    Hours/week
    40

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • PEARL STONE PARTNERS LLC

    CHAPTER SERVICE PROVIDER · IN · income $3,922,987 · assets $1,715,426

    Directly controlled by ALPHA CHI OMEGA FRATERNITY INC

Provenance

Return type
form_990
Tax year
2022
Filed
24 January 2024
IRS schema version
2022v5.0
Source object
202420289349300207

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