2024-05-23T10:47:40-05:00 2023-07-31 610975454 CAMPBELL MYERS & RUTLEDGE PLLC 410 SOUTH BROADWAY GLASGOW KY 42141 990 2022-08-01 450314283 PHI UPSILON OMICRON EDUCATIONAL FOUNDATION INC PHIU 2709041340 PO BOX 50970 BOWLING GREEN KY 42102 MELISSA MARTIN EXECUTIVE DIRECTOR 2709041340 2024-05-09 1 MELISSA MARTIN 999009999 1 LANE NORRIS P02452093 2706512163 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MELISSA MARTIN PO BOX 50970 BOWLING GREEN KY 42102 86902 0 X WWW.PHIU.ORG X 1970 ND PHI UPSILON OMICRON EDUCATIONAL FOUNDATION, INC. RAISES FUNDS FOR AND DISTRIBUTES SCHOLARSHIPS, FELLOWSHIPS, AND AWARDS TO COLLEGE AND UNIVERSITY STUDENTS AND ALUMNI IN FAMILY AND CONSUMER SCIENCES. 7 6 0 200 0 0 41756 29462 0 0 108822 57440 0 0 150578 86902 106102 101362 0 0 0 0 0 0 800 37731 49489 143833 150851 6745 -63949 3110849 3048687 0 0 3110849 3048687 PHI UPSILON OMICRON EDUCATIONAL FOUNDATION, INC. RAISES FUNDS FOR AND DISTRIBUTES SCHOLARSHIPS, FELLOWSHIPS, AND AWARDS TO COLLEGE AND UNIVERSITY STUDENTS AND ALUMNI IN FAMILY AND CONSUMER SCIENCES 0 0 133448 101362 SCHOLARSHIPS, FELLOWSHIPS, AND AWARDS GRANTED 133448 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X X X MELISSA MARTIN 2709041340 PO BOX 50970 BOWLING GREEN KY 42102 CHRIS ROOFE COLLEGIATE REP 1.00 X 0 0 0 SALLY FORTENBERRY DIRECTOR 1.00 X 0 0 0 SUSAN MILLER NATIONAL PRESIDENT ELECT 1.00 X 0 0 0 CORINE CARR DIRECTOR 1.00 X 0 0 0 SONYA MEYERS DIRECTOR - CHAIR ELECT 1.00 X 0 0 0 KYLE ROBERSON NATIONAL PRESIDENT 1.00 X 0 0 0 ANN PAULINS EDUCATIONAL FOUNDATIONS CHAIR 1.00 X 0 0 0 MELISSA MARTIN EXECUTIVE DIRECTOR 20.00 20.00 X 0 67000 0 0 67000 0 0 0 0 0 0 5572 23890 29462 57440 57440 86902 0 0 57440 101362 101362 40027 32022 7205 800 7000 7000 1528 64 1464 934 934 150851 133448 16603 800 115723 77879 2995126 2970808 3110849 3048687 0 0 X 742995 695759 2367854 2352928 3110849 3048687 3110849 3048687 -63949 1787 0 X 0 1 X 1 0 X 54785 24763 33580 41756 29462 184346 54785 24763 33580 41756 29462 184346 184346 177822 130117 557181 108822 57440 1031382 1215728 0.15160 0.14470 X PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST: THE ORGANIZATION MEETS THE FACT AND CIRCUMSTANCES TEST FOR THE CURRENT YEAR. THE ORGANIZATION IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT ON A CONTINUOUS BASIS. THE ORGANIZATION DEMOSTRATES ITS ACCOUNTABILITY TO THE GENERAL PUBLIC BY HAVING A DIVERSE BOARD AND OPERATING PROGRAMS FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUING BASIS BY PROVIDING SCHOLARSHIPS, FELLOWSHIPS AND AWARDS TO THOSE IN THE FIELD OF FAMILY AND CONSUMER SCIENCES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2942123 23890 59227 101362 6082 2917796 3429001 34477 -297243 106102 118010 2942123 3009551 12933 557181 96775 53889 3429001 2990596 19636 129118 95950 33849 3009551 2875480 46766 175866 73762 33754 2990596 0 0 0 86902 0 86902 0 86902 0 0 0 0 0 1 UNDERGRADUATE SCHOLARSHIP GRADUATE FELLOWSHIPS PROFESSIONAL AWARDS FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR AND MEMBERS OF THE EXECUTIVE BOARD PRIOR TO FILING. ADDITIONALLY, THE EXECUTIVE DIRECTOR AND EXECUTIVE BOARD EVALUATES THE COMPETENCY OF THE PERSON(S) OR FIRM HIRED TO PREPARE THE RETURN AND CONFIRMS THAT THE RETURN IS FILED TIMELY. THE EXECUTIVE DIRECTOR AND EXECUTIVE BOARD CONSIDERS THIS AN APPROPRIATE FIDUCIARY PROCESS. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE AND SIGN CONFLICT OF INTEREST STATEMENTS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 18 DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE AND SIGN CONFLICT OF INTEREST STATEMENTS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS FORM 990 AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE, GUIDESTAR, AND UPON REQUEST. PHI UPSILON OMICRON INC PO BOX 50970 BOWLING GREEN KY 42102 550600282 HONOR SOCIETY WV 501C3 LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 PHI UPSILON OMICRON INC P 40027 ACCRUAL BASIS