KAPPA KAPPA GAMMA FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KAPPA KAPPA GAMMA FOUNDATION (EIN 31-6049792)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-03-01
- IRS object ID
- 202440619349300859
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-01T16:07:17-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1785 INDIAN WOOD CIRCLE | AddressLine1Txt |
| City | MAUMEE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43537 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316049792 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAPPA KAPPA GAMMA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAPP | BusinessNameControlTxt |
| Phone | 6142286515 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6640 RIVERSIDE DRIVE 200 | AddressLine1Txt |
| City | DUBLIN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY FACKEL | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6142286515 | PhoneNum |
| Signature | 2024-02-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KELLY | PersonFirstNm |
| Person Last | FACKEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEIDI FERGUSON | PreparerPersonNm |
| PTIN | P00410007 | PTIN |
| Phone | 4197942000 | PhoneNum |
| Preparation | 2024-02-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KELLY FACKEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6640 RIVERSIDE DRIVE 200 | AddressLine1Txt |
| City | DUBLIN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,861,524 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KAPPA.ORG/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | INVESTING IN OUR MEMBERS BY FUNDING PROGRAMS THAT FULFILL THE EVOLVING NEEDS OF WOMEN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $84,424 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $83,351 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,506,933 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,759,560 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,278,913 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,056,731 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,504 | PYOtherRevenueAmt |
| CY Other Revenue | $7,916 | CYOtherRevenueAmt |
| PY Total Revenue | $10,787,350 | PYTotalRevenueAmt |
| CY Total Revenue | $3,824,207 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,697,203 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,054,881 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,088,273 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,029,988 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $127,144 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $131,881 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,004,832 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,531,551 | PYOtherExpensesAmt |
| CY Other Expenses | $1,646,524 | CYOtherExpensesAmt |
| PY Total Expenses | $6,444,171 | PYTotalExpensesAmt |
| CY Total Expenses | $5,863,274 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,343,179 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,039,067 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $53,485,327 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,354,104 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $916,104 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,449,264 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $52,569,223 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $53,904,840 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | INVESTING IN OUR MEMBERS BY FUNDING PROGRAMS THAT FULFILL THE EVOLVING NEEDS OF WOMEN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $496,203 | ExpenseAmt |
| Grant | $495,188 | GrantAmt |
| Desc | EDUCATIONAL AREA GRANT: PROVIDES GRANTS FOR THE EDUCATIONAL AREAS OF CHAPTER HOUSES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,548,327 | ExpenseAmt |
| Grant | $1,489,953 | GrantAmt |
| Desc | SCHOLARSHIPS AND AID TO MEMBERS IN NEED: THE FOUNDATION AWARDS ANNUAL SCHOLARSHIPS TO QUALIFIED RECIPIENTS FOR UNDERGRADUATE AND GRADUATE EDUCATION. KAPPA KAPPA GAMMA FOUNDATION SCHOLARSHIPS ARE AWARDED BASED ON A COMBINATION OF FACTORS INCLUDING ACADEMIC MERIT, FINANCIAL NEED, AND PARTICIPATION AND LEADERSHIP IN THE ORGANIZATION, CAMPUS AND COMMUNITY ACTIVITIES. THE FOUNDATION PROVIDES CONFIDENTIAL AID TO QUALIFYING MEMBERS OF ALL AGES WHO SUDDENLY FIND THEMSELVES IN UNEXPECTED TIMES OF NEED DUE TO FINANCIAL, MEDICAL OR DISASTER SITUATIONS. RECIPIENTS MAY BE UNDERGRADUATES OR ALUMNAE, AND AID MAY BE A ONE-TIME GRANT OR ONGOING SUPPORT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,094,927 | ExpenseAmt |
| Grant | $1,069,740 | GrantAmt |
| Desc | EDUCATIONAL AND LEADERSHIP PROGRAMMING: THE FOUNDATION SUPPORTS THE DEVELOPMENT AND USE OF EDUCATIONAL AND LEADERSHIP PROGRAMS THAT ARE AVAILABLE TO OVER 320,927 MEMBERS, IN-PERSON AND VIRTUALLY. THE PROGRAMS PROVIDE TRAINING THAT ALLOWS MEMBERS TO DEVELOP SKILLSETS THEY CAN IMPLEMENT IN PROFESSIONAL AND PERSONAL SETTINGS THROUGHOUT THEIR LIVES. THROUGH OUR GIRL'S ACADEMY, WE ARE ALSO PROVIDING LEADERSHIP PROGRAMMING AND MENTORSHIP TO HUNDREDS OF UNDERSERVED MIDDLE SCHOOL GIRLS EVERY YEAR. THROUGH THESE PROGRAMS WE ARE MAKING A LIFETIME INVESTMENT IN THE EDUCATION AND TRAINING OF WOMEN SO THEY ARE PREPARED TO LEAD AND SERVE IN THEIR COMMUNITIES AROUND THE WORLD. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $278,573 | ExpenseAmt |
| Desc | HERITAGE: THE FOUNDATION SUPPORTS THE OPERATION OF THE STEWART HOUSE MUSEUM, HOME OF KAPPA KAPPA GAMMA FOUNDER MINNIE STEWART, IN MONMOUTH, ILLINOIS. THE KAPPA KAPPA GAMMA FOUNDATION IS COMMITTED TO FUNDING THE PRESERVATION OF KAPPA'S HERITAGE AS THE ORGANIZATION PURSUES THE COMPREHENSIVE DIGITIZATION OF ALL MUSEUM AND ARCHIVE COLLECTIONS. SHARING THESE COLLECTIONS WITH THE GENERAL PUBLIC AND THE MEMBERS OF KAPPA KAPPA GAMMA HIGHLIGHTS THE POSITIVE IMPACT OF WOMEN'S FRATERNITIES ON SOCIETY, THE HISTORY OF WOMEN IN HIGHER EDUCATION, AND KAPPA KAPPA GAMMA'S ROLE IN EMPOWERING WOMEN FOR NEARLY 150 YEARS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $278,573 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $3,418,030 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRSTEN DEMUZIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6143412116 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6640 RIVERSIDE DRIVE SUITE 200 | AddressLine1Txt |
| City | DUBLIN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43017 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| SUSANNE WOLFF FICK | |||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CYNTHIA HEABERLIN BEAIRD | |||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY PAT ROONEY | |||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | 10.00 | |
| CHRISTINA FRANK ERWIN | |||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY FOLAND | |||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| AMANDA BROWN LANG | |||||||
| TREASURER | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CANDY KAELIN DEEMER | |||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| BARB ADAMS GOETTELMAN | |||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | 10.00 | |
| TIANA FOWLER RONSTADT | |||||||
| VICE PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PEGGY BLACK MEYER | |||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| KEO FRAZIER | |||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIA BROWN | |||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | 10.00 | |
| ALEX CAMPION YOUNG | |||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET COONS | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $127,469 | $0 | $16,562 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $127,469 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,562 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WORDS DATA AND IMAGES DBA GABRIEL GROUP | |||||
| PO BOX 1000 | SOUTHEASTERN | PA | 19398 | FUNDRAISING SERVICES | $131,881 |
| TREK ADVANCEMENT LLC | |||||
| 169 N LIMESTONE | LEXINGTON | KY | 40507 | CONSULTANT SERVICES | $103,452 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,759,560 | AllOtherContributionsAmt |
| Noncash Contributions | $258,022 | NoncashContributionsAmt |
| Total Contributions | $2,759,560 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,161,612 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $84,424 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,077,188 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,932,436 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,037,317 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$104,881 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$104,881 | TotalRevenueColumnAmt |
| Exclusion | -$104,881 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | $6,497 | $6,497 |
| LIFE INS CASH SURRENDER VALUE | 900099 | $1,419 | $1,419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,916 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,824,207 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $84,424 | UnrelatedBusinessRevenueAmt |
| Exclusion | $980,223 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,564,418 | TotalAmt |
| Program Services | $1,564,418 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,479,963 | TotalAmt |
| Program Services | $1,479,963 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,500 | TotalAmt |
| Program Services | $10,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,920 | TotalAmt |
| Program Services | $25,184 | ProgramServicesAmt |
| Management And General | $83,935 | ManagementAndGeneralAmt |
| Fundraising | $52,801 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $688,507 | TotalAmt |
| Program Services | $107,086 | ProgramServicesAmt |
| Management And General | $356,905 | ManagementAndGeneralAmt |
| Fundraising | $224,516 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,997 | TotalAmt |
| Program Services | $5,599 | ProgramServicesAmt |
| Management And General | $18,660 | ManagementAndGeneralAmt |
| Fundraising | $11,738 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,620 | TotalAmt |
| Program Services | $13,472 | ProgramServicesAmt |
| Management And General | $44,902 | ManagementAndGeneralAmt |
| Fundraising | $28,246 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,944 | TotalAmt |
| Program Services | $8,857 | ProgramServicesAmt |
| Management And General | $29,518 | ManagementAndGeneralAmt |
| Fundraising | $18,569 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,834 | TotalAmt |
| Management And General | $6,834 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,338 | TotalAmt |
| Management And General | $43,338 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,881 | TotalAmt |
| Fundraising | $131,881 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,324 | TotalAmt |
| Management And General | $234,324 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,935 | TotalAmt |
| Management And General | $4,935 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,485 | TotalAmt |
| Management And General | $6,242 | ManagementAndGeneralAmt |
| Fundraising | $6,243 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,397 | TotalAmt |
| Program Services | $3,613 | ProgramServicesAmt |
| Management And General | $33,209 | ManagementAndGeneralAmt |
| Fundraising | $7,575 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,729 | TotalAmt |
| Program Services | $45,062 | ProgramServicesAmt |
| Management And General | $150,189 | ManagementAndGeneralAmt |
| Fundraising | $94,478 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,624 | TotalAmt |
| Program Services | $30,115 | ProgramServicesAmt |
| Management And General | $100,370 | ManagementAndGeneralAmt |
| Fundraising | $63,139 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $723 | TotalAmt |
| Fundraising | $723 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,761 | TotalAmt |
| Program Services | $22,048 | ProgramServicesAmt |
| Management And General | $73,486 | ManagementAndGeneralAmt |
| Fundraising | $46,227 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| TAX EXPENSE | $60,513 | $60,513 | ||
| DEVELOPMENT | $242,811 | $242,811 | ||
| COST-BASED REIMBURSEMEN | $232,710 | $120,631 | $75,885 | $36,194 |
| TRUSTEE FEES | $72,421 | $72,421 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,919 | TotalAmt |
| Program Services | $65,919 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,863,274 | TotalAmt |
| Program Services | $3,418,030 | ProgramServicesAmt |
| Management And General | $1,440,412 | ManagementAndGeneralAmt |
| Fundraising | $1,004,832 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $947,823 | BOYAmt |
| EOY | $805,701 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,409,669 | BOYAmt |
| EOY | $1,356,261 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $905,263 | BOYAmt |
| EOY | $899,515 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,683 | BOYAmt |
| EOY | $18,444 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,488,774 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,599,812 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,030,723 | BOYAmt |
| EOY | $888,962 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,409,387 | BOYAmt |
| EOY | $23,514,219 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,076,440 | BOYAmt |
| EOY | $26,544,922 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $695,339 | BOYAmt |
| EOY | $1,326,080 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,485,327 | BOYAmt |
| EOY | $55,354,104 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,150 | BOYAmt |
| EOY | $191,946 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $598,954 | BOYAmt |
| EOY | $1,257,318 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $916,104 | BOYAmt |
| EOY | $1,449,264 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,723,360 | BOYAmt |
| EOY | $12,675,227 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,845,863 | BOYAmt |
| EOY | $41,229,613 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,569,223 | BOYAmt |
| EOY | $53,904,840 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,485,327 | BOYAmt |
| EOY | $55,354,104 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,039,067 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,301,258 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $73,426 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,335,629 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,716,893 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,951,429 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,506,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,759,560 | CurrentTaxYearAmt |
| Total | $20,270,444 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,335,629 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,716,893 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,951,429 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,506,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,759,560 | CurrentTaxYearAmt |
| Total | $20,270,444 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $605,872 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,664,572 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,461,940 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,126,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $835,481 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,573,540 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,077,188 | CurrentTaxYearAmt |
| Total | $6,074,349 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $249,514 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,424 | CurrentTaxYearAmt |
| Total | $333,938 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$10,578 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,470 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,504 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,916 | CurrentTaxYearAmt |
| Total | $3,412 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $26,682,143 | TotalSupportAmt |
| Public Support CY170 | 0.73700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74880 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2018 AMOUNT: $ -10,578. 2019 AMOUNT: $ 1,100. 2020 AMOUNT: $ 3,470. 2021 AMOUNT: $ 1,504. 2022 AMOUNT: $ 7,916. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,033,493 | BeginningYearBalanceAmt |
| Contributions | $135,112 | ContributionsAmt |
| Investment Earnings Or Losses | $2,337,836 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $520,133 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $432,321 | AdministrativeExpensesAmt |
| End Year Balance | $30,553,987 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,496,610 | BeginningYearBalanceAmt |
| Contributions | $337,443 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,807,189 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $619,590 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $373,781 | AdministrativeExpensesAmt |
| End Year Balance | $29,033,493 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,139,920 | BeginningYearBalanceAmt |
| Contributions | $417,211 | ContributionsAmt |
| Investment Earnings Or Losses | $7,750,042 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $518,975 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $291,588 | AdministrativeExpensesAmt |
| End Year Balance | $32,496,610 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,839,240 | BeginningYearBalanceAmt |
| Contributions | $610,768 | ContributionsAmt |
| Investment Earnings Or Losses | $746,707 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $769,276 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $287,519 | AdministrativeExpensesAmt |
| End Year Balance | $25,139,920 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,425,961 | BeginningYearBalanceAmt |
| Contributions | $527,349 | ContributionsAmt |
| Investment Earnings Or Losses | $857,387 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $694,234 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $277,223 | AdministrativeExpensesAmt |
| End Year Balance | $24,839,240 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.73420 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26580 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,500 | OtherCostOrOtherBasisAmt |
| Book Value | $15,500 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $812,467 | OtherCostOrOtherBasisAmt |
| Depreciation | $488,604 | DepreciationAmt |
| Book Value | $323,863 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $204,236 | OtherCostOrOtherBasisAmt |
| Depreciation | $74,237 | DepreciationAmt |
| Book Value | $129,999 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,968,267 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,794,268 | DepreciationAmt |
| Book Value | $173,999 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $488,304 | OtherCostOrOtherBasisAmt |
| Depreciation | $242,703 | DepreciationAmt |
| Book Value | $245,601 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $888,962 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PARNASSUS CORE EQTY FD | $3,324,759 | F |
| LIMITED PARTNERSHIPS | $11,077,998 | F |
| FUND OF FUNDS | $3,115,329 | F |
| MERCER CORE FIXED INCOME | $5,010,878 | F |
| ARTISAN INTERNATIONAL VA | $4,015,958 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $26,544,922 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED PARTY | $342,100 |
| OPERATING LEASE LIABILITY | $915,218 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,257,318 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,891,141 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,301,258 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,301,258 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,589,883 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $234,324 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $234,324 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,824,207 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,628,950 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,628,950 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $234,324 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $234,324 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,863,274 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE FOUNDATION OWNS MANY COLLECTIBLE AND HISTORICAL ITEMS WHICH WERE NOT CAPITALIZED ON THE FINANCIAL STATEMENTS AS THEY WERE ACQUIRED BECAUSE IT WAS IMPRACTICABLE TO DETERMINE A VALUE. |
| PART III, LINE 4: | THE FOUNDATION SUPPORTS THE OPERATION OF THE STEWART HOUSE MUSEUM, HOME OF KAPPA KAPPA GAMMA FOUNDER MINNIE STEWART, IN MONMOUTH, ILLINOIS. THE KAPPA KAPPA GAMMA FOUNDATION IS COMMITTED TO FUNDING THE PRESERVATION OF KAPPA'S HERITAGE AS THE ORGANIZATION PURSUES THE COMPREHENSIVE DIGITIZATION OF ALL MUSEUM AND ARCHIVE COLLECTIONS. SHARING THESE COLLECTIONS WITH THE GENERAL PUBLIC AND THE MEMBERS OF KAPPA KAPPA GAMMA HIGHLIGHTS THE POSITIVE IMPACT OF WOMEN'S FRATERNITIES ON SOCIETY, THE HISTORY OF WOMEN IN HIGHER EDUCATION, AND KAPPA KAPPA GAMMA'S ROLE IN EMPOWERING WOMEN FOR OVER 150 YEARS. |
| PART V, LINE 4: | SCHOLARSHIPS, FINANCIAL AID, AND LEADERSHIP ACADEMY |
| PART X, LINE 2: | THE FOUNDATION IS ORGANIZED AS A NON-PROFIT CORPORATION AND HAS OBTAINED EXEMPTION FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(I)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). THE FOUNDATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNCERTAIN TAX POSITIONS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE FOUNDATION RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE AND DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT JUNE 30, 2023 AND 2022. THE FOUNDATION'S FEDERAL TAX RETURNS FOR THE PRIOR THREE FISCAL YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $3,152,683 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $3,152,683 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $3,152,683 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | SCHOLARSHIPS | TypeOfAssistanceTxt |
| Region | NORTH AMERICA | RegionTxt |
| Recipient | 4 | RecipientCnt |
| Cash Grant | $10,500 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursementTxt |
| Description Of Non Cash Asst | N/A | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | US DOLLAR | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | N/A - THE ORGANIZATION DOES NOT HAVE EXPENDITURES OVERSEAS. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORDS DATA AND IMAGES DBA GABRIEL GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1000 | AddressLine1Txt |
| City | SOUTHEASTERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19398 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | ANNUAL LOYALTY FUND PRODUCTION/FULFILLMENT | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $867,306 | GrossReceiptsAmt |
| Retained By Contractor | $131,881 | RetainedByContractorAmt |
| Net To Organization | $735,425 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $867,306 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $131,881 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $735,425 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| KAPPA KAPPA GAMMA FRATERNITY | ||||||||
| 6640 RIVERSIDE DRIVE SUITE 200 | DUBLIN | OH | 43017 | 314221880 | 501(C)(7) | $0 | $1,069,231 | EDUCATIONAL GRANTS |
| THETA EDUCATIONAL AREA | ||||||||
| 1603 CHAPEL HILL RD 203 | COLUMBIA | MO | 65203 | 431080165 | 501(C)(7) | $0 | $36,700 | EDUC. AREAS AND FACILITIES |
| EPSILON BETA EDUCATIONAL AREA | ||||||||
| 12540 W AUBURN AVE | LAKEWOOD | CO | 80228 | 510151535 | 501(C)(7) | $0 | $29,449 | EDUC. AREAS AND FACILITIES |
| DELTA IOTA EDUCATIONAL AREA | ||||||||
| 4050 WEST LAKESHORE DR | BATON ROUGE | LA | 70808 | 720602414 | 501(C)(7) | $0 | $151,651 | EDUC. AREAS AND FACILITIES |
| BETA THETA EDUCATIONAL AREA | ||||||||
| 6609 NW GRAND BLVD | OKLAHOMA CITY | OK | 73116 | 730738019 | 501(C)(7) | $0 | $252,211 | EDUC. AREAS AND FACILITIES |
| GAMMA ZETA EDUCATIONAL AREA | ||||||||
| 8040 E BIRWOOD ROAD | TUCSON | AZ | 85750 | 866053994 | 501(C)(7) | $0 | $23,216 | EDUC. AREAS AND FACILITIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 6 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FINANCIAL AID | 100 | $288,498 |
| SCHOLARSHIPS | 350 | $1,191,465 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | KAPPA KAPPA GAMMA FRATERNITY PROVIDES QUARTERLY REPORTS TO THE FOUNDATION FOR REVIEW OF HOW THE FUNDS ARE BEING SPENT. THE FINAL REPORT IS SIGNED BY THE EXECUTIVE DIRECTORS OF THE FRATERNITY AND FOUNDATION FOR APPROVAL. GRANT APPLICANTS PREPARE AND SUBMIT TO THE FOUNDATION BOARD OF TRUSTEES A GRANT APPLICATION FORM DISCLOSING THE INTENDED USE AND PURPOSE OF A GRANT. THE FOUNDATION BOARD OF TRUSTEES REVIEWS AND VOTES ON THE PROPRIETY OF A GRANT BASED UPON THE INFORMATION CONTAINED ON THE GRANT APPLICATION FORM. IF APPROVED, EACH GRANT IS GOVERNED BY PROCEDURES SET FORTH IN A WRITTEN GRANT AGREEMENT BETWEEN THE RECIPIENT AND THE FOUNDATION. THE GRANT AGREEMENT REQUIRES: 1) THE GRANT FUNDS TO BE USED EXCLUSIVELY FOR EDUCATIONAL AND CHARITABLE PURPOSES; 2) THE MAINTENANCE BY THE GRANTEE OF DETAILED RECORDS RELATING TO THE USE OF THE GRANT FUNDS; 3) THE GRANT RECIPIENT ALLOWS FOUNDATION REPRESENTATIVES ACCESS TO INFORMATION RELEVANT TO ITS USE OF THE GRANT FUNDS PROCEEDS; AND 4) PROVIDES FOR THE RETURN OF GRANT FUNDS IF SUCH FUNDS ARE NOT USED IN THE MANNER SPECIFIED IN THE GRANT AGREEMENT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $258,022 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THERE WERE 8 VARIOUS CONTRIBUTIONS OF STOCK DURING FY 2023. |
| PART I, LINE 32B: | INVESTMENT COMPANY RECEIVES STOCK DONATIONS AND IS INSTRUCTED TO SELL UPON RECEIPT AND TRANSFER PROCEEDS TO FOUNDATION BANK ACCOUNT. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE CORPORATION SHALL BE THE MEMBERS OF THE COUNCIL OF KAPPA KAPPA GAMMA FRATERNITY, SERVING FROM TIME TO TIME. AT THE ANNUAL MEETING OF THE MEMBERS OF THE CORPORATION, THE MEMBERS SHALL ELECT TRUSTEES FROM A SLATE PRESENTED TO THE MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | SEE NARRATIVE FOR PART VI, LINE 6 |
| FORM 990, PART VI, SECTION A, LINE 8B | NO COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD IS PROVIDED THE FORM 990 AND GIVEN TIME TO REVIEW BEFORE VOTING TO APPROVE THE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION BOARD OF TRUSTEES, FOUNDATION FINANCE COMMITTEE MEMBERS, MANAGERS AND OFFICERS REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY. EACH BOARD MEMBER, FINANCE COMMITTEE MEMBER, MANAGER AND OFFICER INDICATES WHETHER THERE ARE ANY CONFLICTS AND THESE CONFLICTS ARE REVIEWED BY THE TREASURER. BOARD MEMBERS ABSTAIN FROM VOTING ON TOPICS WHERE A POTENTIAL OR REAL CONFLICT OF INTEREST EXISTS. BOARD MINUTES REFLECT THIS ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | IN FY 2022, THE ORGANIZATION REVIEWED AND APPROVED THE EXECUTIVE DIRECTOR'S COMPENSATION UTILIZING SALARY SURVEYS THAT INCLUDED SIMILAR ORGANIZATIONS IN THEIR DELIBERATION PROCESS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. THE ORGANIZATION DOES NOT HAVE ANY OTHER OFFICERS OR KEY EMPLOYEES. THEREFORE, LINE 15B HAS BEEN ANSWERED "NO" PER THE FORM 990 INSTRUCTIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST AND AFTER THE BOARD OF TRUSTEES HAVE REVIEWED THE REQUEST FOR APPROVAL. |
| FORM 990, PART XI, LINE 9: | ADOPTION OF ASC 842 - DEFERRED RENT 73,426. |
| FORM 990 PART XI LINE 9 | THE ORGANIZATION PREVIOUSLY HAD DEFERRED RENT FROM INITIAL ABATED COSTS THAT WAS RECOGNIZED INTO RETAINED EARNINGS FOR $73,426. |
| FORM 990, PART XII, LINE 2C: | THE FINANCIAL STATEMENTS WERE INDEPENDENTLY AUDITED BY CLIFTONLARSONALLEN, LLP. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| KAPPA KAPPA GAMMA FRATERNITY | |||||||||
| 6640 RIVERSIDE DRIVE STE 200 | DUBLIN | OH | 43017 | 314221880 | FRATERNITY | OH | 501(C)(7) | N/A | 0 |
| KAPPA KAPPA GAMMA FRATERNITY HOUSING CORPORATION | |||||||||
| 6640 RIVERSIDE DRIVE STE 200 | DUBLIN | OH | 43017 | 831084242 | HOUSING | OH | 501(C)(7) | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST DBA DRAIS TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WELLS FARGO BANK N A TRUST TAX | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956819324 | EIN |
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Entity Type | T | EntityTypeTxt |
| Share Of Total Income | $12,403 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $259,405 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CHARITABLE REMAINDER TRUST DBA DRAIS TRUST | ||
| C | $11,000 | FMV |
| KAPPA KAPPA GAMMA FRATERNITY | ||
| B | $1,069,231 | AUDITED VALUE |
| KAPPA KAPPA GAMMA FRATERNITY | ||
| K | $115,035 | AUDITED VALUE |
| KAPPA KAPPA GAMMA FRATERNITY | ||
| P | $232,710 | AUDITED VALUE |
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