Totals
- Total revenue
- $737,916
- Total expenses
- $45,061
- Contributions and grants received
- $2,696
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $735,220
- Other revenue
- $0
- Total assets, end of year
- $18,084,294
- Total liabilities, end of year
- $1,887
- Net assets or fund balances, end of year
- $18,082,407
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- $0
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.
-
1d · Related organizations
$2,696
-
1g · Noncash contributions included above
$2,696
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $512,066 · excluded $512,066
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
securities $223,154
-
7c · Gain or loss
securities $223,154 · other assets $0
-
7d · Net gain or loss
total $223,154 · excluded $223,154
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
11b · Fees: legal
total $1,887
-
11f · Fees: investment management
total $43,174
-
11g · Fees: other
total $0
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $16,221,137 · end of year $18,084,294
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $1,887
-
27 · Net assets without donor restrictions
beginning of year $16,221,137 · end of year $18,082,407
Mission and programs · 2023
Mission
The corporation is organized for the exclusive purpose of holding title to property, collecting income therefrom, and turning over the entire amount thereof, less expenses, to its sole member, Chi Omega Fraternity, a non-profit corporation exempt from federal income tax under Internal Revenue Code Section 501(c)(7).
-
The corporation is organized for the exclusive purpose of holding title to property, collecting income therefrom, and turning over the entire amount thereof, less expenses, to its sole member, Chi Omega Fraternity, a non-profit corporation exempt from federal income tax under Internal Revenue Code Section 501(c)(7).
As filed on the 2023 return.
Listed in Part VII
-
Claire White
Board Member
- Total calculated
- $0
- Hours/week
- 5 + 40 related
-
Jean Picket
President
- Total calculated
- $0
- Hours/week
- 2
-
Jill Bowman
Board Member
- Total calculated
- $0
- Hours/week
- 2 + 5 related
-
Paige Magness
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Royce Ann Simmons
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Leslie Herington
CEO
- Total calculated
- $236,786
- From this org
- $0
- From related orgs
- $207,319
- Other
- $29,467
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $197,019 related
- Bonus
- $0 + $10,300 related
- Other
- $0
- Deferred
- $0 + $22,500 related
- Nontaxable benefits
- $0 + $6,967 related
- Filer's total
- $0 + $236,786 related
-
Brittney Whidden
Board Member
- Total calculated
- $143,020
- From this org
- $0
- From related orgs
- $121,058
- Other
- $21,962
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $121,058 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $10,746 related
- Nontaxable benefits
- $0 + $11,216 related
- Filer's total
- $0 + $143,020 related
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
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
- THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY CHI OMEGA FRATERNITY'S GOVERNING BOARD. THE Chief EXECUTIVE OFFICER ALSO HAS AN ANNUAL PERFORMANCE REVIEW AND SALARY SURVEYS OF OTHER NON PROFITS ARE USED TO ENSURE REASONABLENESS.
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
No itemized grants to organizations 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.
-
501(c)(7) · Women's organization providing education & development to all members · OH
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 17 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202520769349301572
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