Phi Upsilon Omicron Educational Foundation Inc

Bowling Green, KY
Tax-exempt since Feb. 1972
EIN: 45-0314283

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Student Sororities, Fraternities (NTEE)

Donations to this organization are tax deductible.

Revenue

$126k (2024)

Expenses

$170k (2024)

Total Assets

$3.21M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2024

Revenue

$126,302

Expenses

$170,246

Net Income

-$43,944

Net Assets

$3,212,987

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$61,257	48.5%
Program Services	$0
Investment Income	$65,045	51.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,212,987
Total Liabilities	$0
Net Assets	$3,212,987

Compensation

Key Employees and Officers	Compensation	Related	Other
Sonya Meyer (Educational Foundation Chair)	$0	$0	$0
Susan Turgeson (Director And Chair Elect)	$0	$0	$0
Diana Watson Maile (Director)	$0	$0	$0
Corine Carr (Director)	$0	$0	$0
Sydney Cox (Region 3 Collegiate Rep)	$0	$0	$0
Susan Miller (National President)	$0	$0	$0
Ann Paulins (National President Elect)	$0	$0	$0
Melissa Martin (Executive Director)	$0	$69,010	$0

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990

Filed on May 15, 2025

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Fiscal Year Ending July
2023

Revenue

$86,902

Expenses

$150,851

Net Income

-$63,949

Net Assets

$3,048,687

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$29,462	33.9%
Program Services	$0
Investment Income	$57,440	66.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,048,687
Total Liabilities	$0
Net Assets	$3,048,687

Compensation

Key Employees and Officers	Compensation	Related	Other
Chris Roofe (Collegiate Rep)	$0	$0	$0
Sally Fortenberry (Director)	$0	$0	$0
Susan Miller (National President Elect)	$0	$0	$0
Corine Carr (Director)	$0	$0	$0
Sonya Meyers (Director Chair Elect)	$0	$0	$0
Kyle Roberson (National President)	$0	$0	$0
Ann Paulins (Educational Foundations Chair)	$0	$0	$0
Melissa Martin (Executive Director)	$0	$67,000	$0

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990

Filed on May 23, 2024

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Fiscal Year Ending July
2022

Revenue

$150,578

Expenses

$143,833

Net Income

$6,745

Net Assets

$3,110,849

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$41,756	27.7%
Program Services	$0
Investment Income	$108,822	72.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,110,849
Total Liabilities	$0
Net Assets	$3,110,849

Compensation

Key Employees and Officers	Compensation	Related	Other
Bentley Cunningham (Collegiate Rep)	$0	$0	$0
Sally Fortenberry (Director)	$0	$0	$0
Susan Miller (Director)	$0	$0	$0
Lynette Olson (Chair)	$0	$0	$0
Ann Paulins (Chair Elect)	$0	$0	$0
Jenifer Reader (President)	$0	$0	$0
Kyle Roberson (President Elect)	$0	$0	$0
Melissa Martin (Executive Director)	$0	$64,500	$0

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990

Filed on June 15, 2023

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Fiscal Year Ending July
2021

Revenue

$590,761

Expenses

$137,068

Net Income

$453,693

Net Assets

$3,510,170

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$33,580	5.7%
Program Services	$0
Investment Income	$557,181	94.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,510,170
Total Liabilities	$0
Net Assets	$3,510,170

Compensation

Key Employees and Officers	Compensation	Related	Other
Bentley Cunningham (Collegiate Rep)	$0	$0	$0
Sally Fortenberry (Director)	$0	$0	$0
Susan Miller (Director)	$0	$0	$0
Lynette Olson (Chair)	$0	$0	$0
Ann Paulins (Chair Elect)	$0	$0	$0
Jenifer Reader (President)	$0	$0	$0
Kyle Roberson (President Elect)	$0	$0	$0
Melissa Martin (Executive Director)	$0	$62,610	$0

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990

Filed on June 15, 2022

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Fiscal Year Ending July
2020

Revenue

$154,880

Expenses

$138,245

Net Income

$16,635

Net Assets

$3,056,477

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$24,763	16.0%
Program Services	$0
Investment Income	$130,117	84.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,056,477
Total Liabilities	$0
Net Assets	$3,056,477

Compensation

Key Employees and Officers	Compensation	Related	Other
Melissa Martin (Executive Di)	$0	$62,210	$0
Bentley Cunningham (Collegate Re)	$0	$0	$0
Sally Fortenberry (Director)	$0	$0	$0
Susan Miller (Director)	$0	$0	$0
Lynette Olson (Chair)	$0	$0	$0
V Ann Paulins (Director)	$0	$0	$0
Jenifer Reader (President)	$0	$0	$0
Kyle Roberson (President El)	$0	$0	$0

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990

Filed on March 22, 2021

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Fiscal Year Ending July
2019

Revenue

$232,607

Expenses

$112,111

Net Income

$120,496

Net Assets

$3,039,842

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$54,785	23.6%
Program Services	$0
Investment Income	$177,822	76.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,039,842
Total Liabilities	$0
Net Assets	$3,039,842

Compensation

Key Employees and Officers	Compensation	Related	Other
Cindy Jones (Chair)	$0	$0	$0
Kathleen Lodl (Director)	$0	$0	$0
Robin Box (President)	$0	$0	$0
Jessica Askins (College Rep)	$0	$0	$0
Susan Miller (Director)	$0	$0	$0
Lynette Olson (Director)	$0	$0	$0
Jenifer Reader (President El)	$0	$0	$0
Melissa Martin (Executive Di)	$0	$62,010	$0

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990

Filed on May 14, 2020

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Fiscal Year Ending July
2018

Revenue

$153,000

Expenses

$98,594

Net Income

$54,406

Net Assets

$2,919,346

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$30,614	20.0%
Program Services	$0
Investment Income	$122,386	80.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,919,346
Total Liabilities	$0
Net Assets	$2,919,346

Compensation

Key Employees and Officers	Compensation	Related	Other
Cindy Jones (Chair)	$0	$0	$0
Kathleen Lodl (Director)	$0	$0	$0
Robin Box (President)	$0	$0	$0
Jessica Askins (College Rep)	$0	$0	$0
Susan Miller (Director)	$0	$0	$0
Lynette Olson (Director)	$0	$0	$0
Jenifer Reader (President El)	$0	$0	$0
Melissa Martin (Executive Di)	$0	$60,610	$0

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990

Filed on Feb. 26, 2019

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Fiscal Year Ending July
2017

Revenue

$316,414

Expenses

$102,451

Net Income

$213,963

Net Assets

$2,707,307

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$25,212	8.0%
Program Services	$0
Investment Income	$291,202	92.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,707,307
Total Liabilities	$0
Net Assets	$2,707,307

Compensation

Key Employees and Officers	Compensation	Related	Other
Cindy Jones (Director)	$0	$0	$0
Kathleen Lodl (Director)	$0	$0	$0
Susan Rickards (Chair)	$0	$0	$0
Vera Riley (Director)	$0	$0	$0
Michelle Toews (President)	$0	$0	$0
Robin Box (President El)	$0	$0	$0
Danielle Raffa (College Rep)	$0	$0	$0
Melissa Martin (Executive Di)	$0	$59,460	$0

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990

Filed on Jan. 11, 2018

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Fiscal Year Ending July
2016

Revenue

$303,658

Expenses

$96,330

Net Income

$207,328

Net Assets

$2,493,344

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$22,911	7.5%
Program Services	$0
Investment Income	$280,747	92.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,493,344
Total Liabilities	$0
Net Assets	$2,493,344

Compensation

Key Employees and Officers	Compensation	Related	Other
Cindy Jones (Director)	$0	$0	$0
Kathleen Lodl (Director)	$0	$0	$0
Susan Rickards (Chair)	$0	$0	$0
Vera Riley (Director)	$0	$0	$0
Michelle Toews (President)	$0	$0	$0
Robin Box (President El)	$0	$0	$0
Danielle Raffa (College Rep)	$0	$0	$0
Melissa Martin (Executive Di)	$0	$57,925	$0

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990

Filed on Jan. 18, 2017

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Fiscal Year Ending July
2015

Revenue

$140,497

Expenses

$87,858

Net Income

$52,639

Net Assets

$2,286,016

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$36,198	25.8%
Program Services	$0
Investment Income	$104,299	74.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,286,016
Total Liabilities	$0
Net Assets	$2,286,016

Compensation

Key Employees and Officers	Compensation	Related	Other
Susan Rickards (Director)	$0	$18,392	$0
Linda Mona (Director)	$0	$0	$0
Susan Shockey (Chair)	$0	$0	$0
Vera Riley (Director)	$0	$0	$0
Michelle Toews (President El)	$0	$0	$0
Kara Young (Collegiate R)	$0	$0	$0
Melissa Martin (Executive Di)	$0	$48,000	$0

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990

Filed on Dec. 15, 2015

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Fiscal Year Ending July
2014

Revenue

$224,297

Expenses

$74,080

Net Income

$150,217

Net Assets

$2,233,377

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$152,218	67.9%
Program Services	$0
Investment Income	$72,079	32.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,233,377
Total Liabilities	$0
Net Assets	$2,233,377

Compensation

Key Employees and Officers	Compensation	Related	Other
Marty Frost (Chair)	$0	$0	$0
Linda Mona (Director)	$0	$0	$0
Susan Shockey (Director)	$0	$0	$0
Bernadine Enevoldsen (Director)	$0	$0	$0
Bruce Cameron (President Elect)	$0	$0	$0
Jared Wolf (Collegiate Rep)	$0	$0	$0
Susan Rickards (Executive Director)	$0	$57,015	$0

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990

Filed on Nov. 7, 2014

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Fiscal Year Ending July
2013

Revenue

$492,280

Expenses

$77,295

Net Income

$414,985

Net Assets

$2,083,160

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$385,838	78.4%
Program Services	$0
Investment Income	$106,442	21.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$6,388	8.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$62	0.1%

Assets/Debt
Total Assets	$2,083,160
Total Liabilities	$0
Net Assets	$2,083,160

990

Filed on Dec. 24, 2013

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending July
2012

Revenue

$78,922

Expenses

$74,463

Net Income

$4,459

Net Assets

$1,668,175

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$26,550	33.6%
Program Services	$0
Investment Income	$52,372	66.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$15,600	21.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,106	1.5%

Assets/Debt
Total Assets	$1,668,175
Total Liabilities	$0
Net Assets	$1,668,175

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2011

Revenue

$122,924

Expenses

$87,130

Net Income

$35,794

Net Assets

$1,663,716

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$49,460	40.2%
Program Services	$0
Investment Income	$73,464	59.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$15,565	17.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,162	1.3%

Assets/Debt
Total Assets	$1,663,716
Total Liabilities	$0
Net Assets	$1,663,716

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Phi Upsilon Omicron Educational Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $126k (2024)

Expenses $170k (2024)

Total Assets $3.21M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending July 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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Fiscal Year Ending July 2023

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Compensation

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Fiscal Year Ending July 2022

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Compensation

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Fiscal Year Ending July 2021

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Compensation

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Fiscal Year Ending July 2020

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Compensation

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Fiscal Year Ending July 2019

Extracted Financial Data

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Compensation

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Fiscal Year Ending July 2018

Extracted Financial Data

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Compensation

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Fiscal Year Ending July 2017

Extracted Financial Data

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Compensation

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Fiscal Year Ending July 2016

Extracted Financial Data

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Compensation

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Fiscal Year Ending July 2015

Extracted Financial Data

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Compensation

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Fiscal Year Ending July 2014

Extracted Financial Data

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Compensation

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Fiscal Year Ending July 2013

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Revenue

$126k (2024)

Expenses

$170k (2024)

Total Assets

$3.21M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending July
2024

Fiscal Year Ending July
2023

Fiscal Year Ending July
2022

Fiscal Year Ending July
2021

Fiscal Year Ending July
2020

Fiscal Year Ending July
2019

Fiscal Year Ending July
2018

Fiscal Year Ending July
2017

Fiscal Year Ending July
2016

Fiscal Year Ending July
2015

Fiscal Year Ending July
2014

Fiscal Year Ending July
2013

Fiscal Year Ending July
2012

Fiscal Year Ending July
2011

Fiscal Year Ending July
2010

Fiscal Year Ending July
2009

Fiscal Year Ending July
2008

Fiscal Year Ending July
2007

Fiscal Year Ending July
2006

Fiscal Year Ending July
2005

Fiscal Year Ending July
2004

Fiscal Year Ending July
2003

Fiscal Year Ending July
2002

Fiscal Year Ending July
2001