Nonprofit · EIN 31-0936294
CHI OMEGA FOUNDATION
Tax-exempt · MEMPHIS, TN 38125
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990 | $13,611,637 | $6,546,047 | $7,065,590 | $75,297,932 | $1,028,620 | $74,269,312 |
| April 30, 2025 | 990 | $9,162,690 | $5,177,018 | $3,985,672 | $62,953,956 | $1,162,829 | $61,791,127 |
| April 30, 2024 | 990 | $12,639,643 | $4,813,991 | $7,825,652 | $57,486,092 | $933,310 | $56,552,782 |
Financial details: 990 for the year ended April 30, 2026
Revenue
- Contributions, gifts and grants
- $7,823,540
- Program service revenue
- $158,258
- Investment income
- $5,629,839
- Net gain from sales of assets
- $2,433,940
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $3,950,116
- Compensation of officers, directors and key employees
- $253,552
- Other salaries and wages
- $573,237
- Salaries, compensation and benefits (total)
- $963,739
- Professional fundraising fees
- $75,901
- Legal fees
- $16,323
- Accounting fees
- $29,975
- Travel
- $69,026
- Depreciation
- $187,847
- Program services (functional)
- $4,849,933
- Management and general (functional)
- $661,517
- Fundraising (functional)
- $1,034,597
Balance sheet and other
- Total assets, start of year
- $62,953,956
- Total assets, end of year
- $75,297,932
- Total liabilities, end of year
- $1,028,620
- Net assets, end of year
- $74,269,312
- Land, buildings and equipment
- $2,402,641
- Publicly traded securities
- $60,096,797
- Net assets without donor restrictions
- $7,951,981
- Net assets with donor restrictions
- $66,317,331
- Gross receipts
- $16,801,335
- Employees
- 13
- Volunteers
- 147
- Year formed
- 1977
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SALLY KIMBALL | EXECUTIVE VICE PRESIDENT Officer | 40 | $147,239 | $12,893 |
| HOLLY BAILEY | DIRECTOR OF FINANCE Officer | 30 | $96,147 | $10,582 |
| ANN BRADSHAW | PRESIDENT Trustee or director, Officer | 20 | $0 | $0 |
| ANNA BUCKNER | VICE PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| CATHEY HUMPHREYS | TRUSTEE Trustee or director | 10 | $0 | $0 |
| CORINNA CASEY | TRUSTEE Trustee or director | 10 | $0 | $0 |
| DANNA REDMOND | SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| ERIN PACKWOOD | TRUSTEE Trustee or director | 10 | $0 | $0 |
| GAIL MUNCRIEF | TRUSTEE Trustee or director | 10 | $0 | $0 |
| JAN HECK | TRUSTEE Trustee or director | 10 | $0 | $0 |
| LAURA CONNOR | TRUSTEE Trustee or director | 10 | $0 | $0 |
| LETITIA FULKERSON | TREASURER Trustee or director, Officer | 20 | $0 | $0 |
| NANCY LAURIE | EX-OFFICIO TRUSTEE Trustee or director | 5 | $0 | $0 |
| SUSAN MILLER BUSH | TRUSTEE Trustee or director | 10 | $0 | $0 |
| STEPHANIE F DAHL | TRUSTEE Trustee or director | 10 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE HIRT | TRUSTEE Trustee or director | 10 | $0 |
| KELLY BINGEL | EX-OFFICIO TRUSTEE Trustee or director | 5 | $0 |
| CLAIRE WHITE | CHIEF FINANCIAL OFFICER Officer | 2 | $0 |
990 for the year ended April 30, 2025: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SALLY KIMBALL | EXECUTIVE VICE PRESIDENT Officer | 40 | $149,744 | $7,492 |
| HOLLY BAILEY | DIRECTOR OF FINANCE Officer | 30 | $86,516 | $9,192 |
| ANN BRADSHAW | PRESIDENT Trustee or director, Officer | 20 | $0 | $0 |
| ANNA BUCKNER | VICE PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| CATHEY HUMPHREYS | TRUSTEE Trustee or director | 10 | $0 | $0 |
| CORINNA CASEY | TRUSTEE Trustee or director | 10 | $0 | $0 |
| DANA KLEINE THRU 6-30-24 | TRUSTEE Trustee or director | 10 | $0 | $0 |
| DANNA REDMOND | SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| ERIN PACKWOOD | TRUSTEE Trustee or director | 10 | $0 | $0 |
| GAIL MUNCRIEF | TRUSTEE Trustee or director | 10 | $0 | $0 |
| JAN HECK | TRUSTEE Trustee or director | 10 | $0 | $0 |
| LAURA CONNOR | TRUSTEE Trustee or director | 10 | $0 | $0 |
| LETITIA FULKERSON | TREASURER Trustee or director, Officer | 20 | $0 | $0 |
| NANCY LAURIE | EX-OFFICIO TRUSTEE Trustee or director | 5 | $0 | $0 |
| SUSAN MILLER BUSH | TRUSTEE Trustee or director | 10 | $0 | $0 |
| STEPHANIE F DAHL AS OF 112025 | TRUSTEE Trustee or director | 10 | $0 | $0 |
| JANE HIRT AS OF 112025 | TRUSTEE Trustee or director | 10 | $0 | $0 |
| KELLY BINGEL | EX-OFFICIO TRUSTEE Trustee or director | 5 | $0 | $0 |
| CLAIRE WHITE | CHIEF FINANCIAL OFFICER Officer | 2 | $0 | $0 |
990 for the year ended April 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SALLY KIMBALL | EXECUTIVE VICE PRESIDENT Officer | 40 | $139,172 | $6,971 |
| HOLLY BAILEY | DIRECTOR OF FINANCE Officer | 30 | $84,360 | $9,200 |
| ANN BRADSHAW | PRESIDENT Trustee or director, Officer | 20 | $0 | $0 |
| LAURA MILLER | VICE PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| DANNA REDMOND | SECRETARY AS OF 6/1/23 Trustee or director, Officer | 10 | $0 | $0 |
| LETITIA FULKERSON | TREASURER Trustee or director, Officer | 20 | $0 | $0 |
| KELLY BINGEL | TRUSTEE Trustee or director | 10 | $0 | $0 |
| DANA KLEINE | TRUSTEE Trustee or director | 10 | $0 | $0 |
| SUSAN MILLER BUSH | TRUSTEE Trustee or director | 10 | $0 | $0 |
| GAIL MUNCRIEF AS OF 6123 | TRUSTEE Trustee or director | 10 | $0 | $0 |
| ANNA BUCKNER | EX-OFFICIO TRUSTEE Trustee or director | 5 | $0 | $0 |
| NANCY LAURIE | EX-OFFICIO TRUSTEE Trustee or director | 5 | $0 | $0 |
| CATHEY HUMPHREYS | TRUSTEE Trustee or director | 10 | $0 | $0 |
| LAURA CONNOR | TRUSTEE Trustee or director | 10 | $0 | $0 |
| JAN HECK | TRUSTEE Trustee or director | 10 | $0 | $0 |
| CORINNA CASEY | TRUSTEE Trustee or director | 10 | $0 | $0 |
| ERIN PACKWOOD | TRUSTEE Trustee or director | 10 | $0 | $0 |
| CLAIRE WHITE | CHIEF FINANCIAL OFFICER Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3395 PLAYERS CLUB PKWY, MEMPHIS, TN 38125-8863
- Mailing address (990-N for 2007)
- 2909 Kew Court, Tallahassee FL 32309
- Principal officer (990 for 2025)
- SALLY KIMBALL, 3395 PLAYERS CLUB PARKWAY, MEMPHIS, TN 38125
- Principal officer (990-N for 2007)
- Allison Owens, 2909 Kew Court, Tallahassee FL 32309
- Signed the 990
- SALLY KIMBALL, EXECUTIVE VICE PRESIDENT
- Phone
- (901) 748-8600
- Return prepared by
- SMITH LEWIS CHESS COMPANY
Mission
THE CHI OMEGA FOUNDATION SUPPORTS EDUCATIONAL & LEADERSHIP DEVELOPMENT THROUGH SCHOLARSHIPS, GRANTS AND OTHER LEARNING OPPORTUNITIES.
Program accomplishments
- SCHOLARSHIPS AND AID TO MEMBERS IN NEED: THE FOUNDATION AWARDS ANNUAL SCHOLARSHIPS TO QUALIFIED RECIPIENTS FOR UNDERGRADUATE AND GRADUATE EDUCATIONAL PURSUITS. SCHOLARSHIPS ARE AWARDED BASED ON MULTIPLE FACTORS INCLUDING ACADEMIC MERIT, LEADERSHIP WITHIN THE ORGANIZATION, FINANCIAL NEED AND FIELD OF STUDY. THE FOUNDATION PROVIDES EMERGENCY AID GRANTS TO QUALIFYING MEMBERS WHO ARE EXPERIENCING UNEXPECTED TIMES OF NEED DUE TO FINANCIAL, MEDICAL OR DISASTER SITUATIONS.Expenses $563,889 · grants $563,889
- EDUCATIONAL PROGRAMMING: THE FOUNDATION SUPPORTS THE DEVELOPMENT AND IMPLEMENTATION OF EDUCATIONAL AND LEADERSHIP PROGRAMMING TO OVER 290,000 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 $897,565 · grants $897,565
- 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 $2,488,663 · grants $2,488,663
- OTHER PROGRAM SERVICE EXPENSES ARE MADE UP OF THE EDUCATIONAL PORTION OF EXPENSES TO MAINTAIN AND OPERATE THE CHI OMEGA EXECUTIVE HEADQUARTERS.Expenses $899,816
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990 on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 31-0936294
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1978
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $75,297,932
- Income (IRS master file)
- $16,801,335
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2026 | $13,611,637 | $6,546,047 | $75,297,932 | XML |
| 990 | April 2025 | $9,162,690 | $5,177,018 | $62,953,956 | XML |
| 990 | April 2024 | $12,639,643 | $4,813,991 | $57,486,092 | XML |
| 990 | April 2023 | $8,203,863 | $6,161,649 | $46,573,819 | IRS |
| 990 | April 2022 | – | – | – | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990-N for 2007 Officer: Allison Owens | April 30, 2008 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-0936294).
Questions about CHI OMEGA FOUNDATION
- What is the EIN of CHI OMEGA FOUNDATION?
- The employer identification number (EIN) of CHI OMEGA FOUNDATION is 31-0936294.
- Is CHI OMEGA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to CHI OMEGA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHI OMEGA FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CHI OMEGA FOUNDATION due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHI OMEGA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2026.
- Who is the principal officer of CHI OMEGA FOUNDATION?
- The 990 for the year ended April 30, 2026 names SALLY KIMBALL.
- Who are the officers and directors of CHI OMEGA FOUNDATION?
- The 990 for the year ended April 30, 2026 lists 18 people; 2 received compensation from the organization, the highest $147,239 (SALLY KIMBALL, EXECUTIVE VICE PRESIDENT).
- How much revenue does CHI OMEGA FOUNDATION have?
- On its 990 for the year ended April 30, 2026 it reported revenue of $13,611,637, expenses of $6,546,047 and total assets of $75,297,932 at year end.
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