Celebrating FortyY ears AOII Foundation is providing more than $200,000 in scholarships for one academic year, with $230,560 awarded. We’re celebrating 40 years in a big way because of you! During International Convention in Washington, D.C., this past June, we launched a new brand alongside the Fraternity. We have vibrant new colors and a primary logomark that mirrors the Fraternity. We updated the look of our Foundation rose, which reflects the four distinctive petals of the Fraternity infinity rose and our four founders, Stella, Jessie, Helen and Bess. In the following pages, you will see how far we have come in 40 years, and where we hope to go as we continue Securing the Future of Alpha Omicron Pi. We have much to be proud of in our first 40 years, but our work is not complete! Each year, Alpha Omicron Pi welcomes new chapters and thousands of sisters from across the U.S. and Canada. We want to increase our support of educational and leadership programming. Our support of these programs grows the leaders of tomorrow, provides training for our alumnae volunteers and supports chapter development. Furthermore, we DearWe’re celebrating thesisters 40th anniversary and of the AOII friends, Foundation! Our want to award Foundation scholarships to more deserving sisters. And, Foundation was established in 1977, and since then, we have granted we want to be there for all qualifying sisters who find themselves in dire nearly $4.5 million to support the educational and charitable causes of financial need. Alpha Omicron Pi. The AOII sisters who established the AOII Foundation, the many Foundation volunteers who have provided leadership, and the The Foundation’s support of our sisterhood depends on donors like thousands of donors, like you, have all contributed to the first 40 years of you. We extend our gratitude and ask you to continue to invest in Alpha our successful history. Omicron Pi. We are counting on your help to write the next 40 years of success! You made it possible for the Foundation to provide over $950,000 last year for scholarships, for arthritis programs and research initiatives, for Ruby Fund assistance to sisters in dire need, and for leadership and educational programming. Your generosity changed lives! Your financial gifts also allowed the Foundation to approve milestone Roses, grants. Our chapters and alumnae joined together to Strike Out Arthritis! with more than $550,000 awarded this year for arthritis programs and Judy Gambrel Flessner Kristie Prichard Ryan, CFRE research initiatives. More academic and leadership scholarships were AOII Foundation President AOII Foundation Executive Director awarded with 1 in 4 applicants receiving a scholarship. For the first time, the Iota, University of Illinois Rho Omicron, Middle Tennessee State U 2 3 Foundation Board ofJUDY GAMBRELDirectors FLESSNER, Iota, President ANDREA DILL, Chi Psi, Treasurer MICHELLE SERRANO LOPEZ, Delta Theta, Secretary KANDY CASSANO BERNSKOETTER, Sigma, Director MEAGAN DAVIES, Alpha Chi, Director KATHY JENSEN, Theta Omega, Director RISSA REDDAN, Omega, Director GAYLE FITZPATRICK, Alpha Rho, International President FoundationKRISTIE PRICHARD RYAN, CFRE, Staff Rho Omicron, Executive Director JANA ADKINS, Rho Omicron, Director of Donor Relations COURTNEY STAFFORD, Chi Omega Fraternity, Director of Advancement SYDNEY TALLEY, Rho Delta, Program Manager LAURA WARD, Nu Omicron, Controller (FROM LEFT TO RIGHT) Our Board KANDY CASSANO BERNSKOETTER (Sigma, U of California, Berkeley), Director; RISSA REDDAN (Omega, Miami U), Director; ANDREA DILL (Chi Psi, California Polytechnic State U); JUDY GAMBREL FLESSNER (Iota, U of Illinois), President; GAYLE FITZPATRICK (Alpha Rho, Oregon State U), (FROM LEFT TO RIGHT) Jana International President; MEAGAN DAVIES (Alpha Chi, Western Kentucky Adkins, Courtney Stafford, U), Director; KATHY JENSEN (Theta Omega, Northern Arizona U), Director; Kristie Prichard Ryan, Sydney Talley (Laura Ward, not MICHELLE SERRANO LOPEZ (Delta Theta, Texas Woman’s U), Secretary pictured) 4 5 2016-2017 EXPENSES 15% % $248,372 16 Financial Report $270,680 Scholarship General & Operating $518,867 Program Expenses Invesment Expenses $572,971 $704,248 Income* Loyalty Fund/ Arthritis % Unrestricted 5 % Fund Gifts $89,630 5 % Gifts Ruby Fund $93,200 20 23 % Program Expenses Foundation-funded % Fraternity Grant 27 Expenses % 25% 28 $424,346 Fundraising 34% % % 1 $735,463 1 Expenses $570,418 Scholarship & Arthritis Grant $32,987 Expenses $27,528 Endowment Other Ruby Fund Gifts Gifts $1,696,646 TOTAL EXPENSES BALANCE SHEET Cash and Cash Equivalents $1,353,950 Marketable Securities $6,416,354 Receivables $207,106 Fixed Assets $6,758 Total Assets $7,984,168 Liabilities $939,683 Total Net Assets $7,044,485 $2,592,064 Total Net Assets REVENUE TOTAL REVENUE & Liabilities $7,984,168 * Includes realized & unrealized invest- Financial data for the Alpha Omicron Pi Foundation as of and for ment gains & losses the fiscal year ending June 30, 2017. Data presented is audited. 6 7 SCHOLARSHIPS: Grants& Scholarships 114 Scholarships Awarded = TOTAL GRANTS AWARDED THANKS $230,050 TO DONOR SUPPORT: 1 Leadership Scholarship = $510 $955,348 5 New Named Scholarships Launched 1 IN 4 Arthritis (58%) Scholarships (24%) Ruby Fund (7%) APPLICANTS AWARDED Educational & Leadership Programming (11%) A SCHOLARSHIP RUBY FUND: EDUCATIONAL & LEADERSHIP PROGRAMMING: LAUNCH A NAMED 16 recipients = $92,200 Finalize your commitment by signing Fraternity programs funded for 2017-2018: a Scholarship Gift Agreement that has SCHOLARSHIP been customized to fulfill the intent of $74,547 • Educational Leadership Consultants (ELC) Program STEP 3 your scholarship. awarded & Training • Leadership Institute Educational Programs and increase Leadership Academy Complete a Named 46% Scholarship in Ruby Fund • Fulfilling the Promise: Adviser & Online Training Questionnaire, Grants • Training Ambassadors Program determining the scholarship criteria • Mental Health Curriculum STEP and eligibility. • Leadership Scholarships 1 • Arthritis Foundation Partnership and Events STEP 4 The AOII Foundation Scholarship Committee selects ARTHRITIS: a recipient based $558,041 upon the criteria you • Arthritis Foundation Power Packs STEP 2 have specified. • Arthritis Foundation Camps • Arthritis Foundation Family Conference Decide on how your scholarship will be funded: • Arthritis Mini-Grants to Arthritis Programs & Camps Option 1: A cash gift of $5,000 or more may be made to initiate the fund. (Initial contribution for scholarships must • Research Grants to the Childhood Arthritis & be at least $5,000 with the intent to achieve a minimum Rheumatology Research Alliance (CARRA) endowed balance of $25,000 in cash gifts within five years of the date of the agreement). AOII-funded backpack • University of Maryland Osteoarthritis Undergraduate from the National Backpack Option 2: Launch the scholarship with a cash gift of $25,000. Program Research Grant 8 9 ScholarshipCONGRATULATIONS TO OUR 2017-2018 Recipients SCHOLARSHIP RECIPIENTS! LAUREN WEISS MEMORIAL PEG CRAWFORD AMY ZIEGLER BETTENCOURT NAMED SCHOLARSHIPS CAROLINE CRAIG LAZZARA IOTA SIGMA SCHOLARSHIP – GAMMA OMICRON SCHOLARSHIP SCHOLARSHIP SCHOLARSHIP Mackenzie Jones, Iota Sigma CHAPTER SCHOLARSHIP Margaret Lazarovits, Phi Chi Katie Kelly, Alpha Phi Undergraduate Recipients Alyssa Mueller, Delta Gamma Iowa State University Kailey Introcaso, Gamma Omicron University of Chicago Montana State University Missouri State University University of Florida ALPHA TAU CHAPTER IOTA SIGMA SCHOLARSHIP PHYLLIS CASTEEL GILSON BONIFIELD FAMILY WOMEN SCHOLARSHIP CAROLYN HUEY HARRIS Adaiana Myles, Iota Sigma LEGACY OF LOYALTY SCHOLARSHIP IN STEM GRADUATE Taylor Whaley, Zeta Psi SCHOLARSHIP Iowa State University TO LAMBDA TAU Emilie Brekke, Lambda Alpha SCHOLARSHIP East Carolina University Sammi Folk, Lambda Sigma SCHOLARSHIP University of LaVerne Hannah Messer, Epsilon Omega University of Georgia JASMINE QUEEN Alicia Graham, Lambda Tau Eastern Kentucky University ANGELS OF KAPPA THETA SCHOLARSHIP The University of Louisiana PHYLLIS R. AUSTIN MEMORIAL SCHOLARSHIP CHARLENE M. FAVRE Melat Kiros, Sigma Tau at Monroe SCHOLARSHIP DELTA CHAPTER Shelly Nishimura, Lambda Alpha SCHOLARSHIP Washington College Megan McIver, Chi Psi CENTENNIAL SCHOLARSHIP University of LaVerne Tara Babin, Kappa Tau LOU MEGINNESS COUCH California Polytechnic State University Michaela Hurley, Delta Southeastern Louisiana University JO ANN GIBBONS SCHOLARSHIP Tufts University BARBARA HISS BRUNING MEMORIAL – KAPPA ALPHA Jenny Keller, Sigma Omicron RACHEL ALLEN SCHOLARSHIP CLARANNE MARCHESE CHAPTER SCHOLARSHIP Arkansas State University SCHOLARSHIP EDITH HUNTINGTON Chelsea Corbett, Theta Psi MEMORIAL SCHOLARSHIP Brittany Gerard, Kappa Alpha Emily Pride, Alpha Chi ANDERSON SCHOLARSHIP University of Toledo Hannah Harris, Phi Lambda Indiana State University MARTHA MCKINNEY Western Kentucky University Taylor Drude, Kappa Tau Youngstown State University WILHOITE SCHOLARSHIP Southeastern Louisiana University BARBARA KOHLER – TAU JOLEEN HEIBERT FIELDS Madi Lee, Beta Phi RHO OMICRON CHAPTER CHAPTER SCHOLARSHIP DELTA RHO SCHOLARSHIP SCHOLARSHIP Indiana University SCHOLARSHIP HELEN HALLER Hannah Fox, Tau Jocelyne Munoz, Phi Chi Rachel Solomon, Delta Omega Kristen Gallant, Rho Omicron SCHOLARSHIP University of Minnesota University of Chicago Murray State University MARY MCCAMMON Middle Tennessee State University Lindsey Forbes, Delta Nu WILLIAMS & ROBERT E. University of Nevada, Reno BETA PHI CENTENNIAL DINA D’GEROLAMO