NonprofitsChi Omega Foundation

Chi Omega Foundation

MEMPHIS, TN

Total revenue

$9.2M

Total expenses

$5.2M

Net assets

$61.8M

Grants received

$7.5M

262 grants

EIN

310936294

Tax year

2024

Mission

To support educational & leadership development through scholarships, grants & learning opportunities.

Programs

3 programs

Educational programming: the foundation supports the development and implementation of educational and leadership programming to over 270,000 members through in person and virtual learning settings. Programming fosters personal growth and prepares collegians and alumnae to serve as leaders. Through this training, members experience extensive personal growth and in turn share their knowledge and skills with others on their campuses and in their communities.

Expenses: $860KGrants: $860K

Educational area housing grants and headquarters preservation enhancements: educational area housing grants to chi omega house corporations to support the educational portion of chapter housing. The foundation preserves and maintains the chi omega executive headquarters that houses administrative, program and customer services as well as displays chi omega's impact on women's history.

Expenses: $1.6MGrants: $1.6M

Other program service expenses are made up of the educational portion of expenses to maintain and operate the chi omega executive headquarters.

Expenses: $700K

Financials

FY 2024

Revenue

Contributions & grants$5.8M
Program service revenue$152K
Investment income$3.2M
Other revenue
Total revenue$9.2M

Expenses

Grants paid$3.0M
Salaries & benefits$945K
Fundraising$834K
Other expenses$1.2M
Total expenses$5.2M
Total assets$63.0M
Net assets$61.8M

People

19 listed

NameRoleCompensation

SALLY KIMBALL

EXECUTIVE VICE PRESIDENT

Board

$150K

40 hrs/wk

HOLLY BAILEY

DIRECTOR OF FINANCE

Board

$87K

30 hrs/wk

CATHEY HUMPHREYS

TRUSTEE

Board

10 hrs/wk

CORINNA CASEY

TRUSTEE

Board

10 hrs/wk

DANA KLEINE THRU 6-30-24

TRUSTEE

Board

10 hrs/wk

DANNA REDMOND

SECRETARY

Board

10 hrs/wk

ERIN PACKWOOD

TRUSTEE

Board

10 hrs/wk

GAIL MUNCRIEF

TRUSTEE

Board

10 hrs/wk

JAN HECK

TRUSTEE

Board

10 hrs/wk

ANN BRADSHAW

PRESIDENT

Board

20 hrs/wk

LETITIA FULKERSON

TREASURER

Board

20 hrs/wk

NANCY LAURIE

EX-OFFICIO TRUSTEE

Board

5 hrs/wk

SUSAN MILLER BUSH

TRUSTEE

Board

10 hrs/wk

STEPHANIE F DAHL AS OF 112025

TRUSTEE

Board

10 hrs/wk

JANE HIRT AS OF 112025

TRUSTEE

Board

10 hrs/wk

KELLY BINGEL

EX-OFFICIO TRUSTEE

Board

5 hrs/wk

CLAIRE WHITE

CHIEF FINANCIAL OFFICER

Board

2 hrs/wk

LAURA CONNOR

TRUSTEE

Board

10 hrs/wk

ANNA BUCKNER

VICE PRESIDENT

Board

10 hrs/wk

Independent contractors

CHARLES SCHWAB

INVESTMENT ADVISORY

$125K

EMPRINTING

PRINTING

$110K

Grants received

Showing 200 of 262

FromAmountPurposeYear
$1.0M
UNRESTRICTED GENERAL SUPPORT
2024
$50K
DISCRETIONARY
2024
$31K
GIVING AND GENEROSITY
2024
$20K
RELIGION RELATED
2024
$20K
CHARITABLE GIFT
2024
$10K
MISSION RELATED OPERATIONS ($5,000) AND AN ENDOWMENT ($5,000)
2024
$6K
COMMUNITY & HUMAN SERVICES
2024
$5K
PROGRAM SUPPORT
2024
$5K
SUPPORT ORGANIZATION
2024
$5K
DONATIONS TO COLLEGES, UNIVERSITIES AND OTHER ORGANIZATIONS UNDER "MATCHING GIFTS PROGRAM."
2024
$4K
SCHOLARSHIP FUND
2024
$2K
GENERAL OPERATING SUPPORT
2024
$2K
General & Unrestricted
2024
$2K
MATCHING GIFTS
2024
$1K
THE UNIVERSITY OF UTAHS XI ALPHA SCHOLARSHIP FUND
2024
$1K
FOR CHARITABLE PURPOSES
2024
$520
GENERAL OPERATING PURPOSE
2024
$500
CEO discretionary grant
2024
$500
EDUCATIONAL AND LEADERSHIP TRAINING
2024
$250
TO FURTHER THE EXEMPT PURPOSE OF CHI OMEGA FOUNDATION.
2024
$129
CHARITABLE
2024
$290K
GENERAL SUPPORT
2023
$200K
SUPPORT OF EDUCATION AND LEADERSHIP
2023
$150K
OTHER PUBLIC AND SOCIETAL BENEFIT
2023
$146K
For grant recipient's exempt purposes
2023
$62K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$50K
FOUNDATION PLEDGE
2023
$45K
UNRESTRICTED GENERAL SUPPORT
2023
$25K
CHARITABLE DONATION
2023
$25K
TO ASSIST WITH ONGOING OPERATIONS OF THE CHARITY.
2023
$23K
GENERAL SUPPORT
2023
$10K
COMMUNITY DEVELOPMENT
2023
$10K
TO SUPPORT THE PURPOSES OF THE ORGANIZATION.
2023
$10K
CHARITABLE
2023
$8K
TO PROVIDE THE MARGIN OF EXCELLENCE TO DELIVER LIFE-CHANGING SCHOLARSHIPS, GRANTS, EDUCATIONAL AND LEADERSHIP PROGRAMS, AS WELL AS TOOLS AND RESOURCES TO THE FRATERNITY'S MEMBERSHIP.
2023
$6K
CHARITABLE GIFT
2023
$6K
COMMUNITY & HUMAN SERVICES
2023
$5K
VARIOUS PROJECTS
2023
$5K
GENERAL FUNDING
2023
$5K
GENERAL PURPOSE
2023
$5K
DISCRETIONARY
2023
$5K
EMPLOYEE MATCHING GIFT(S)
2023
$3K
SCHOLARSHIP FUND
2023
$3K
To support educational development through scholarships, grants, and learning opportunities.
2023
$2K
General & Unrestricted
2023
$2K
PROGRAM/OPERATING SUPPORT
2023
$2K
SUPPORT SORORITY EDUCATION FUND
2023
$1K
FOR CHARITABLE PURPOSES
2023
$1K
GENERAL SUPPORT
2023
$1K
PROGRAM/OPERATING SUPPORT
2023
$1K
UNIVERSITY OF ROCHESTER - MEMBERSHIP DUES ASSITANCE
2023
$500
PROGRAM/OPERATING SUPPORT
2023
$300
TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
2023
$250
EDUCATIONAL AND LEADERSHIP TRAINING
2023
$250
HELP FUND ORDINARY ACTIVITIES
2023
$200
GENERAL
2023
$200
MATCHING GIFTS
2023
$129
PROGRAM/OPERATING SUPPORT
2023
$128
CHARITABLE
2023
$125
PROGRAM/OPERATING SUPPORT
2023
$65
PROGRAM/OPERATING SUPPORT
2023
$50
MATCHING GIFTS
2023
$50
EDUCATION
2023
$290K
GENERAL SUPPORT
2022
$250K
COMMUNITY & HUMAN SERVICES
2022
$87K
For grant recipient's exempt purposes
2022
$62K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$40K
UNRESTRICTED GENERAL SUPPORT
2022
$25K
CHARITABLE DONATION
2022
$21K
SUPPORT OF EDUCATION AND LEADERSHIP
2022
$20K
GENERAL OPERATIONAL SUPPORT
2022
$10K
TO SUPPORT THE PURPOSES OF THE ORGANIZATION.
2022
$10K
CHARITABLE
2022
$10K
EDUCATION/ARTS
2022
$8K
GENERAL SUPPORT
2022
$8K
SUPPORT THE CAPITAL CAMPAIGN
2022
$7K
TO PROVIDE THE MARGIN OF EXCELLENCE TO DELIVER LIFE-CHANGING SCHOLARSHIPS, GRANTS, EDUCATIONAL AND LEADERSHIP PROGRAMS, AS WELL AS TOOLS AND RESOURCES TO THE FRATERNITY'S MEMBERSHIP.
2022
$5K
GENERAL FUNDING
2022
$5K
GENERAL CHARITABLE PURPOSE
2022
$5K
EMPLOYEE MATCHING GIFT(S)
2022
$4K
GENERAL PURPOSE
2022
$3K
SCHOLARSHIP FUND
2022
$3K
COMMUNITY SUPPORT
2022
$3K
To support educational development through scholarships, grants, and learning opportunities.
2022
$3K
FOR CHARITABLE PURPOSES
2022
$2K
EDUCATION
2022
$2K
General & Unrestricted
2022
$2K
GENERAL OPERATING SUPPORT
2022
$1K
PROGRAM/OPERATING SUPPORT
2022
$1K
CHARITABLE
2022
$650
MATCHING GIFTS
2022
$500
PROGRAM/OPERATING SUPPORT
2022
$200
GENERAL
2022
$127
EDUCATIONAL AND LEADERSHIP TRAINING
2022
$125
PROGRAM/OPERATING SUPPORT
2022
$125
CHARITABLE
2022
$65
PROGRAM/OPERATING SUPPORT
2022
$65
PROGRAM/OPERATING SUPPORT
2022
$65
PROGRAM/OPERATING SUPPORT
2022
$65
PROGRAM/OPERATING SUPPORT
2022
$65
PROGRAM/OPERATING SUPPORT
2022
$52
EMPLOYEE MATCHING GIFT DONATION
2022
$42
PROGRAM/OPERATING SUPPORT
2022
$42
PROGRAM/OPERATING SUPPORT
2022
$32
PROGRAM/OPERATING SUPPORT
2022
$637K
STRENGHEN CHAPTERS/MEMBERS,HELP SISTERS CULTIVATE A LIFE OF PURPOSE
2021
$500K
HELPING HANDS UNDERGRADUATE SUPPORT FUND
2021
$471K
STRENGHEN CHAPTERS/MEMBERS,HELP SISTERS CULTIVATE A LIFE OF PURPOSE
2021
$114K
STRENGHEN CHAPTERS/MEMBERS,HELP SISTERS CULTIVATE A LIFE OF PURPOSE
2021
$103K
For grant recipient's exempt purposes
2021
$103K
For grant recipient's exempt purposes
2021
$82K
For recipient's exempt purpose
2021
$25K
BENEVOLENT DONATION
2021
$10K
TO SUPPORT THE PURPOSES OF THE ORGANIZATION.
2021
$7K
TO PROVIDE THE MARGIN OF EXCELLENCE TO DELIVER LIFE-CHANGING SCHOLARSHIPS, GRANTS, EDUCATIONAL AND LEADERSHIP PROGRAMS, AS WELL AS TOOLS AND RESOURCES TO THE FRATERNITY'S MEMBERSHIP.
2021
$5K
GENERAL FUNDING
2021
$5K
EMPLOYEE MATCHING GIFT(S)
2021
$3K
FOR CHARITABLE PURPOSES
2021
$3K
COMMUNITY SUPPORT
2021
$3K
To support educational development through scholarships, grants, and learning opportunities.
2021
$1K
GENERAL SUPPORT
2021
$500
PROMOTE SOCIATAL WELL BEING
2021
$250
TO SUPPORT EDUCATIONAL DEVELOPMENT THROUGH SCHOLARSHIPS, GRANTS & LEARNING OPPORTUNITIES.
2021
$100
GRANT TO OTHER501(C)(3)ORGANIZATION
2021
$290K
GENERAL SUPPORT
2020
$91K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
$50K
DISCRETIONARY
2020
$42K
For grant recipient's exempt purposes
2020
$25K
GENERAL SUPPORT
2020
$20K
CHARITABLE
2020
$11K
EDUCATION
2020
$10K
GENERAL OPERATING FUND
2020
$8K
GENERAL PURPOSE
2020
$7K
GENERAL OPERATIONAL SUPPORT
2020
$6K
GENERAL USE AND/OR SPECIAL FUND/PROJECT
2020

Funded by

$7.5M from 93 funders · 262 grants · 2017–2024

Morgan Stanley Global Impact Funding Trust Inc

$1.1M · 4 grants · 2020–2024

Pinon Foundation

$870K · 3 grants · 2020–2023

Fidelity Investments Charitable Gift Fund

$594K · 8 grants · 2017–2023

Donor Advised Charitable Giving Inc

$555K · 6 grants · 2018–2023

Chi Omega Fraternity

$500K · 1 grant · 2021

Vanguard Charitable Endowment Program

$297K · 4 grants · 2020–2023

The Ayco Charitable Foundation

$250K · 1 grant · 2022

Details

EIN310936294
Subsection03
Ruling date1978-08
Formed1977
Employees12
Volunteers139
CHI OMEGA FOUNDATION — Mission, Financials & Grants Received | Grantivo