2024-09-16T09:29:35-05:00 2023-12-31 370818432 KEMPER CPA GROUP LLP 625 S DAN JONES ROAD AVON IN 46123 990 2023-01-01 237154214 ALPHA TAU OMEGA FOUNDATION INC ALPH 3174720935 333 N ALABAMA STREET 220 INDIANAPOLIS IN 462042151 WYNN SMILEY CEO 3176841865 2024-09-16 1 0 CARRIE M HANNI CPA P00415262 3178399136 2024-09-13 2023 2024-08-08 14:25:15Z WYNN SMILEY 333 N ALABAMA STREET 220 INDIANAPOLIS IN 462042151 4128148 0 X WWW.ATO.ORG/ATOFOUNDATION X 1935 IL TO PROMOTE ACADEMIC, CHARACTER, VALUES AND LEADERSHIP DEVELOPMENT THROUGH GRANTS, SCHOLARSHIPS, AND EDUCATIONAL PROGRAMS. 21 21 2 0 0 0 2045136 3164606 0 0 1152387 918919 -31060 44623 3166463 4128148 964665 1772099 0 0 276082 105995 30000 27500 203861 671452 474515 1942199 2380109 1224264 1748039 19392599 23108062 202821 379945 19189778 22728117 TO PROMOTE ACADEMIC, CHARACTER, VALUES AND LEADERSHIP DEVELOPMENT THROUGH GRANTS, SCHOLARSHIPS, AND EDUCATIONAL PROGRAMS. 0 0 2069000 1772099 EDUCATIONAL GRANTS TO ALPHA TAU OMEGA FRATERNITY AND OTHERS TO SUPPORT LEADERSHIP DEVELOPMENT AND OTHER EDUCATIONAL PROGRAMS. SCHOLARSHIPS TO INDIVIDUALS TO PROMOTE HIGHER EDUCATION. THESE PROGRAMS IMPACT COLLEGIATE MEMBERS OF ALPHA TAU OMEGA FRATERNITY. 2069000 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 IL X X WYNN SMILEY 3176841865 333 N ALABAMA STREET SUITE 220 INDIANAPOLIS IN 46204 GERALD S PAPAZIAN CHAIRMAN 2.00 X X 0 0 0 DAVID L BOMBERGER DIRECTOR 1.00 X 0 0 0 ROBERT CLARK MD VICE CHAIRMAN 2.00 X X 0 0 0 GREGORY H HALL DIRECTOR 1.00 X 0 0 0 ROBERT ALLEY DIRECTOR 1.00 X 0 0 0 JOHN C AYMOND DIRECTOR 1.00 X 0 0 0 J PHILIP BENDER JR SECRETARY 2.00 X X 0 0 0 JAMES I BLACK III DIRECTOR 1.00 X 0 0 0 WILLIAM W FOWLER DIRECTOR 1.00 X 0 0 0 GARY A FLANDER DIRECTOR 1.00 X 0 0 0 RICHARD W HALL DIRECTOR 1.00 X 0 0 0 JEFFREY J MILES DIRECTOR 1.00 X 0 0 0 WILLIAM L MUIR III DIRECTOR 1.00 X 0 0 0 STEVE CRAIG DIRECTOR 1.00 X 0 0 0 CHARLES M PAULK JR TREASURER 2.00 X X 0 0 0 JOHN E ROBERTSON DIRECTOR 1.00 X 0 0 0 RAY ABERNATHY DIRECTOR 1.00 X 0 0 0 JEFFREY G BUSCH DIRECTOR 1.00 X 0 0 0 TERRANCE J LILLIS DIRECTOR 1.00 X 0 0 0 FRED MAGLIONE DIRECTOR 1.00 X 0 0 0 MILES L MCCALL DIRECTOR 1.00 X 0 0 0 WYNN R SMILEY PRESIDENT/CEO 40.00 X 0 333388 0 0 333388 0 0 0 1 0 0 3164606 3164606 864355 864355 54564 0 54564 54564 54564 CHARITABLE REMAINDER D 900099 27834 27834 MISC INCOME 900099 16789 16789 44623 4128148 99187 0 864355 1551058 1551058 221041 221041 89272 56402 6074 26796 10085 6555 706 2824 6638 4315 465 1858 13117 1312 10493 1312 63183 63183 27500 27500 57370 57370 22288 14933 1560 5795 127361 71563 15787 40011 4150 2698 291 1161 31368 20389 2196 8783 29655 19276 2076 8303 49847 32400 3489 13958 3520 2710 176 634 8757 5692 613 2452 LIFE INSURANCE PREMIUM 61920 61920 MISC EXPENSE 1979 1286 139 554 2380109 2069000 107248 203861 1656662 540648 9904 9350 49947 34123 19344 15824 16780748 21562663 925941 979577 19392599 23108062 22660 25416 180161 354529 202821 379945 X 1627042 3327348 17562736 19400769 19189778 22728117 19392599 23108062 1748039 1790300 0 X X 0 1 X 1 0 X 1416132 1932381 2053293 2045136 3164606 10611548 1416132 1932381 2053293 2045136 3164606 10611548 10611548 675380 625381 1395903 864850 864355 4425869 295669 92586 405452 256477 99188 1149372 16186789 0.65560 0.62250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19189778 3164606 2696472 1772099 443392 107248 22728117 22143055 2045136 -3109218 964665 809988 114542 19189778 20366352 2053293 2397496 1969622 583574 120890 22143055 17257087 1932381 2155921 342495 528051 108491 20366352 14348565 1416132 2630646 479715 558493 100048 17257087 0 0 23827 8472 15355 26120 25651 469 15824 DUE TO FRATERNITY 354529 354529 X 5861078 1790300 1790300 4070778 57370 57370 4128148 2322739 0 2322739 57370 57370 2380109 PART III, LINE 4: THE ORGANIZATION HAS A PIECE OF ARTWORK TITLED "THE BATTLE OF THE NEW MARKET." THE ARTWORK ASSISTS THE ORGANIZATION IN EDUCATING THE PUBLIC ON THE HISTORY OF THE BATTLE, THE DEMISE OF VARIOUS COLLEGES AND UNIVERSITIES, AND THE SUBSEQUENT FOUNDATION OF THE ALPHA TAU OMEGA FRATERNITY. PART V, LINE 4: THE ORGANIZATION INTENDS TO USE THE ENDOWMENT FUNDS FOR EDUCATIONAL GRANTS AND SCHOLARSHIPS ALONG WITH SUPPORTING THE OPERATIONS OF THE ORGANIZATION. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). X X X X 1 ERIC TOMCHIK 497 SAINT ANDREWS ROAD NEWPORT BEACH CA 92663 FUNDRAISING 0 64900 27500 37400 64900 27500 37400 IN IL 0 ALPHA TAU OMEGA FRATERNITY 333 N ALABAMA AVENUE SUITE 220 INDIANAPOLIS IN 46204 370152140 385428 0 NATIONAL PROGRAMS - ENCOUNTER/ CONGRESS/ PRESIDENTS RETREAT/ ARCHIVAL SERVICES/ELEVATE/TALKSPACE/DESTINYWORKS ALPHA TAU OMEGA CORPORATION 5432 49TH AVE S FARGO ND 58104 450103240 90000 0 HOUSING GRANT REQUEST BASED ON EDUCATIONAL PERCENTAGE IGG OF ALPHA TAU OMEGA 5500 WABASH AVE CM 5051 TERRE HAUTE IN 47803 350950983 210000 0 HOUSING GRANT REQUEST BASED ON EDUCATIONAL PERCENTAGE UNIVERSITY OF ILLINOIS 1408 WEST GREGORY DRIVE ROOM 450 URBANA IL 61801 376000511 13633 0 FRATERNITY ARCHIVAL SERVICES EPSILON OMICRON HOLDING CORPORATION 324 S MONROE STILLWATER OK 74074 475106304 515432 0 HOUSING GRANT REQUEST BASED ON EDUCATIONAL PERCENTAGE OTIS ALLEN GLAZEBROOK MEMORIAL STUDENTS AID FUND 2317 SHOAL CREEK BLVD AUSTIN TX 78705 746043813 285000 0 HOUSING GRANT REQUEST BASED ON EDUCATIONAL PERCENTAGE ALPHA DELTA FOUNDATION PO BOX 17047 RALEIGH NC 27619 844755084 51565 0 HOUSING GRANT REQUEST BASED ON EDUCATIONAL PERCENTAGE EDUCATIONAL SCHOLARSHIPS AND GRANTS 150 221041 0 0 0 0 0 0 0 0 0 WYNN R SMILEY PRESIDENT/CEO 0 333388 0 0 0 0 0 0 0 0 0 333388 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD IS MADE UP OF BOARD MEMBERS WHO ARE RESPONSIBLE FOR ELECTING OTHER MEMBERS TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BOARD RECEIVES A COPY OF THE RETURN TO REVIEW. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS SIGN CONFLICT OF INTEREST DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD MEMBERS REVIEW AND APPROVE THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE BOARD CONDUCTS REVIEWS OF SIMILAR ORGANIZATIONS IN ORDER TO DETERMINE AN APPROPRIATE COMPENSATION LEVEL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO INTERESTED PARTIES UPON REQUEST. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE ACTS AS THE AUDIT COMMITTEE AND OVERSEES BOTH THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. ALPHA TAU OMEGA FRATERNITY 333 N ALABAMA STREET SUITE 220 INDIANAPOLIS IN 46204 370152140 PROMOTE SOCIAL EDUCATION AND DEVELOPMENT IN 501(C)(7) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALPHA TAU OMEGA FRATERNITY B 249532