Securing the Future

Alpha Omicron Pi Foundation
Financial Information 2007-2008
*For year ended June 30, 2008.
Revenues:
Contributions/Bequests $ 914,080
Sales of Merchandise 21,443
Interest & Dividends 113,942
Realized Gain on Investments 96,850
Unrealized Loss on Investments (159,199)
Expenses:
Total Revenues $ 987,116
Grants & Scholarships $ 310,260
Marketing & Solicitation 133,680
Professional Fees 47,082
Occupany Agreement 58,419
Personnel 218,140
Meetings, travel, general office 77,029
Other 15,086
Total Expenses $ 859,696
INCREASE IN ASSETS $ 127,420
* This Statement of Revenues & Expenses for year ended June 30, 2008 is un-audited.
An audited statement will be available for review by December 1, 2008.
PRIVACY STATEMENT:
Charitable organizations are occasionally asked to sell or lease the names and addresses of donors to other parties.
As determined by the Foundation Board of Directors, the policy of the Alpha Omicron Pi Foundation strictly
prohibits such action. AOII Foundation donor records are not sold, bartered, leased, exchanged or otherwise
provided by the Foundation to outside organizations.
Program Services
33%
44%
10%
13%
Ruby Fund grants Scholarships
Arthritis grants Education/training
grants
Financial Information:
Gifts to the Foundation are tax-deductible on a US return
as allowed by law.
The AOII Foundation is a 501 (c) (3) nonprofit organization.
The fiscal year reported is July 1, 2007 - June 30, 2008.
The annual audit is performed by Mullins, Clemmons &
Mayes, PLLC.
The Foundation’s federal tax id number is 58-1343315.
The Alpha Omicron Pi Foundation IRS-990 may be viewed
at www.guidestar.org.
Investment assets are managed by Lee, Danner & Bass, Inc.
2007-2009 Foundation Board Members
Gayle Fitzpatrick President
Dian Poole Volkmer Treasurer
Caroline Craig Lazzara Secretary
Lisa Niedenthal Director
Carol Cotten Smith Director
Janet Siegel Director
Cindy Swartzfager Visot Director
Susan Danko International President
78 • To Dragma Issue no. 1 • Fall 2008