2011-03-09T15:05:34-06:00 2010-07-31 BLUE & CO LLC 12800 N MERIDIAN ST SUITE 400 CARMEL IN 46032 990 2009-08-01 351992276 Alpha Chi Omega National Housing Corporation ALPH 3175795050 5939 Castle Creek Parkway North Dr Indianapolis IN 462504343 Cheri Ellen O'Neill 3175795050 2011-02-24 1 Eric Jaske 3178488920 2011-02-24 2009 2016-02-24 21:20:13Z Cheri Ellen O'Neill 5939 Castle Creek Pkwy N Indpls IN 46250 4311593 0 X www.alphachiomega.org X 1995 IN ALPHA CHI OMEGA NATIONAL HOUSING CORPORATION WAS ESTABLISHED TO manage AND/OR OWN FACILITIES AND TO PROVIDE SERVICE FOR ALPHA CHI OMEGA House CORPORATIONS AND PROPERTY MANAGEMENT TEAMS. THE ORGANIZATION was also ORGANIZED TO FACILITATE, FOSTER, AND ENCOURAGE FRIENDSHIP, recreation, SOCIAL INTERACTION, THE PURSUIT OF KNOWLEDGE, AND OTHER NOn-profit PURPOSES AND ACTIVITIES AMONG ITS MEMBERS. 7 7 0 250 76799 -18104 646448 624600 3448860 3663921 21958 9971 87 12644 4117353 4311136 0 0 412044 436720 0 0 3806490 4113866 4218534 4550586 -101181 -239450 21402467 21249660 7543673 7605324 13858794 13644336 Enhance the experience of Alpha Chi Omega's collegiate members through the promotion, support and development of appropriate, desirable and safe facilities. 0 0 Provide housing to members of Alpha Chi Omega Fraternity's owned, leased, & custodial properties. 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 36 0 1 0 1 1 0 0 0 0 0 0 0 0 0 7 7 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 IN X X Cheri Ellen O'Neill 3175795050 5939 Castle Creek Pkwy N Dr Indianapolis IN 462504343 AGNES STEINER 10.00 X X 0 0 0 MARNI ZARIN 6.00 X X 0 0 0 HEATHER CLAYBROOK 5.00 X 0 0 0 NATASHA KING 5.00 X 0 0 0 MARY WINKLER 5.00 X 0 0 0 TAMMERIA HAWKS 5.00 X 0 0 0 DIANE MURPHY 5.00 X 0 0 0 CHERI O'NEILL 18.00 X 39315 91735 11660 39315 91735 11660 0 0 0 0 Peter J Sarkus 10 Bill George Rd LANSING NY 14882 Rent for sorority house 176241 Willis of Minnesota 39561 Treasury Center CHICAGO IL 60694 Insurance for properties 163003 Sacon of South Carolina LLC 893 White Pond Rd ELGIN SC 29045 Renovation addition to sorority house 130587 3 592185 32415 624600 Rental Income 531190 3663921 3587122 76799 3663921 10428 10428 457 -457 -457 -457 Miscellaneous 900099 12644 12644 12644 4311136 3599309 76799 10428 42875 327172 37760 28913 13221 17350 33855 734244 9095 497532 30106 60876 457801 1123558 158382 Repairs and Maintenance 476987 Property Taxes 201999 Cleaning Expense 117238 Miscellaneous 100859 Landscaping Expense 80763 4550586 1927351 1933271 300000 300000 61065 72529 51188 95550 441760 473399 26657819 8282908 18621103 18374911 21402467 21249660 425466 410219 431693 618827 6686514 6576278 7543673 7605324 X 10541280 10420217 3317514 3224119 13858794 13644336 21402467 21249660 X 0 1 1 X 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2850437 2850437 20770959 5767312 15003647 233278 227039 6239 2803145 2288557 514588 18374911 4311136 4550586 -239450 24992 24992 -214458 4404988 93395 93395 4311593 -457 -457 4311136 4551043 0 4551043 -457 -457 4550586 Part XI, Line 8 - Other Adjustments: Change in FV of Interest Rate Derivative: 24992. Part XII, Line 2d - Other Adjustments: NET ASSETS RELEASED FROM RESTRICTIONS: 93395. Part XII, Line 4b - Other Adjustments: Loss on DISPOSAL of PROPERTY: -457. Part XIII, Line 4b - Other Adjustments: Loss on DISPOSAL of PROPERTY: -457. Form 990, Part VI, Section B, line 11 The process undertaken for the 990 review is as follows: The 990 is prepared, reviewed and signed by a Public Accounting Firm based on information obtained from the audit and information provided by Headquarter's Operations. The 990 is reviewed by the Controller and Executive Director at Headquarter's, and then forwarded for review to the audit committee comprised of 6 board members from the boards of the 3 related fraternal corporations. (Fraternity, Foundation and National Housing Corporation). After review and approval, it is forwarded to the board members. Form 990, Part VI, Section B, line 12c Conflict of Interest Policy: Board members and management staff are covered under the "Conflict of Interest Policy". Upon taking office or employment, the Conflict of Interest form is completed and signed. The process is monitored by the Human Resource Director. If notified of a "Conflict of Interest", the Human Resource Director would investigate the conflict. Form 990, Part VI, Section B, line 15a Input for compensation for the executive director is received from the boards of the three fraternity corporations of Alpha Chi Omega Fraternity. This input is requested by the National Council President. The National Council President compiles and reviews the information submitted. The salary of the Executive Director is allocated to the three corporations of the Fraternity, with Alpha Chi Omega Fraternity, Inc. acting as the common paymaster. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy and financial statements available upon request. FORM 990, PART XI, LINE 2C THE ORGANIZATION DOES HAVE AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND REVIEW OF THE 990.