KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION (EIN 75-1783690)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-04-04
- IRS object ID
- 202200949349300865
- Schema version
- 2020v4.2
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-04T17:24:10-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541298267 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAETZ & HAWKINS PC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 128 SOUTH RANDOLPH STREET | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 244500916 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751783690 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAPP | BusinessNameControlTxt |
| Phone | 5404631865 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1865 115 LIBERTY HALL ROAD | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24450 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY S WIESE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5404637121 | PhoneNum |
| Signature | 2022-04-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LARRY | PersonFirstNm |
| Person Last | WIESE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUCAS C PENIX | PreparerPersonNm |
| PTIN | P01792749 | PTIN |
| Phone | 5404637121 | PhoneNum |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LARRY S WIESE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 LIBERTY HALL ROAD | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,938,454 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KAOEF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | EDUCATIONAL PROGRAM SUPPORT FOR KAPPA ALPHA ORDER | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,456,463 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,044,020 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,149 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,464 | CYProgramServiceRevenueAmt |
| PY Investment Income | $177,267 | PYInvestmentIncomeAmt |
| CY Investment Income | $931,694 | CYInvestmentIncomeAmt |
| PY Other Revenue | $139,486 | PYOtherRevenueAmt |
| CY Other Revenue | $126,708 | CYOtherRevenueAmt |
| PY Total Revenue | $1,786,365 | PYTotalRevenueAmt |
| CY Total Revenue | $4,116,886 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $203,591 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $445,130 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $571,503 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $604,655 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $561,874 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $860,442 | PYOtherExpensesAmt |
| CY Other Expenses | $737,088 | CYOtherExpensesAmt |
| PY Total Expenses | $1,635,536 | PYTotalExpensesAmt |
| CY Total Expenses | $1,786,873 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $150,829 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,330,013 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,123,297 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,471,837 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $584,829 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $526,566 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,538,468 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,945,271 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION PROVIDES GRANTS FOR EDUCATIONAL PROGRAMS OF KAPPA ALPHA ORDER AND PROVIDES SCHOLARSHIPS TO DESERVING GRADUATE AND UNDERGRADUATE STUDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $205,000 | ExpenseAmt |
| Grant | $205,000 | GrantAmt |
| Desc | THE FOUNDATION PROVIDES GRANTS TO KAPPA ALPHA ORDER FOR EDUCATIONAL PROGRAMS. "THE CRUSADE" PLACES EMPHASIS ON ACADEMIC EXCELLENCE, TEAM BUILDING AND LEADERSHIP. THE NUMBER I'S LEADERSHIP INSTITUTE IS AN INTENSIVE INFORMATIONAL AND EDUCATIONAL RETREAT FOR EACH KA CHAPTER'S HIGHEST OFFICER. PROVINCE COUNCILS ARE REGIONAL MEETINGS THAT ARE HELD ACROSS THE COUNTRY AND ADDRESSING ONE THIRD OF THE KA ACTIVE MEMBERSHIP. THE SUBJECT MATTER OF PROVINCE COUNCILS COVERS RISK MANAGEMENT, PERSONAL DEVELOPMENT AND SCHOLARSHIP. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $130,742 | ExpenseAmt |
| Grant | $91,535 | GrantAmt |
| Desc | SCHOLARSHIP AWARDS FOR 59 STUDENTS WERE MADE IN THE FISCAL YEAR ENDED JUNE 30, 2021. SCHOLARSHIP RECIPIENTS COMPLETE APPLICATIONS THAT INCLUDE A STATEMENT OF NEED, PERSONAL RECOMMENDATIONS, TRANSCRIPTS, PHOTOS AND OTHER MATERIAL. THE APPLICATIONS ARE SCREENED BY A COMMITTEE OF FOUNDATION TRUSTEES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,465 | ExpenseAmt |
| Grant | $9,465 | GrantAmt |
| Desc | GRANTS ARE MADE FOR CHAPTER SUPPORT FOR SCHOLARSHIP ACTIVITIES AND EDUCATIONAL AREA FACILITY CONSTRUCTION. ANY SUBSTANTIAL CONSTRUCTION PROGRAMS ARE BASED ON EXTENSIVE CONTRACTS AND DOCUMENTATION OF THE QUALIFYING EDUCATIONAL PURPOSES OF THE FACILITIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | DescDesc | RevenueRevenueAmt | GrantGrantAmt |
|---|---|---|---|
| $31,980 | THE E FLEMING MASON INTERSHIP PROGRAM PROVIDES DESERVING UNDERGRADUATE STUDENTS THE OPPORTUNITY TO GAIN PROFESSIONAL PUBLIC AND PRIVATE SECTOR WORK EXPERIENCE WHILE LIVING IN THE WASHINGTON DC AREA. | ||
| $6,234 | SERVICES TO KAPPA ALPHA ORDER | $14,464 | |
| $436,800 | SERVICES TO ALUMNI CHAPTERS OF KAPPA ALPHA ORDER, NIC, DISASTER RELIEF, AND HAZING PREVENTION INITIATIVES | $139,130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $475,014 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $139,130 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $14,464 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $820,221 | 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 | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | 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 | VA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARRY STANTON WIESE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5404631865 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 LIBERTY HALL ROAD | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24450 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DERICK S CLOSE | ||||||
| CHAIRMAN | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID M WARREN | ||||||
| VICE PRESIDENT | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| C DOUGLAS SIMMONS III | ||||||
| KNIGHT COMMANDER | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| R SCOTT HEALTH | ||||||
| TREASURER | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| J MICHAEL DUNCAN | ||||||
| LIFE TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| IDRIS R TRAYLOR | ||||||
| LIFE TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY K ADAMS | ||||||
| LIFE TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD L BURKE | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KING V AIKEN | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAN H AKIN | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT W HAGAN | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| EUGENE M JULIAN | ||||||
| SECRETARY | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVE C KNIGHT | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| E L SCOTT MCLAIN | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ERIK T SHOWALTER | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DARREN S KAY | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL V PAULIN | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DR RUSSELL J SALOOM | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY S WIESE | ||||||
| PRESIDENT | 20.00 | Yes (X) | $143,832 | $204,614 | $26,542 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $143,832 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $204,614 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $26,542 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $158,134 | GovernmentGrantsAmt |
| All Other Contributions | $2,885,886 | AllOtherContributionsAmt |
| Noncash Contributions | $914,968 | NoncashContributionsAmt |
| Total Contributions | $3,044,020 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT FROM KAO | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $14,464 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,464 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,464 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $221,762 | TotalRevenueColumnAmt |
| Exclusion | $221,762 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $90,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $90,000 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,000 | TotalRevenueColumnAmt |
| Exclusion | $90,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,525,656 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,815,724 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $709,932 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $709,932 | TotalRevenueColumnAmt |
| Exclusion | $709,932 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $42,400 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $5,844 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,556 | TotalRevenueColumnAmt |
| Exclusion | $36,556 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE GAINS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $152 | TotalRevenueColumnAmt |
| Exclusion | $152 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $152 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,116,886 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,464 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,058,402 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,870 | TotalAmt |
| Program Services | $251,870 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,260 | TotalAmt |
| Program Services | $193,260 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,832 | TotalAmt |
| Program Services | $56,958 | ProgramServicesAmt |
| Management And General | $37,540 | ManagementAndGeneralAmt |
| Fundraising | $49,334 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,360 | TotalAmt |
| Program Services | $150,458 | ProgramServicesAmt |
| Management And General | $96,656 | ManagementAndGeneralAmt |
| Fundraising | $127,246 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,691 | TotalAmt |
| Program Services | $7,916 | ProgramServicesAmt |
| Management And General | $5,080 | ManagementAndGeneralAmt |
| Fundraising | $6,695 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,779 | TotalAmt |
| Program Services | $17,599 | ProgramServicesAmt |
| Management And General | $11,295 | ManagementAndGeneralAmt |
| Fundraising | $14,885 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,993 | TotalAmt |
| Program Services | $9,243 | ProgramServicesAmt |
| Management And General | $5,932 | ManagementAndGeneralAmt |
| Fundraising | $7,818 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,233 | TotalAmt |
| Program Services | $1,300 | ProgramServicesAmt |
| Management And General | $834 | ManagementAndGeneralAmt |
| Fundraising | $1,099 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,241 | TotalAmt |
| Management And General | $12,241 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,500 | TotalAmt |
| Management And General | $18,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,486 | TotalAmt |
| Management And General | $55,486 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,096 | TotalAmt |
| Management And General | $8,361 | ManagementAndGeneralAmt |
| Fundraising | $14,735 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,427 | TotalAmt |
| Program Services | $466 | ProgramServicesAmt |
| Management And General | $8,819 | ManagementAndGeneralAmt |
| Fundraising | $142 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,376 | TotalAmt |
| Program Services | $8,639 | ProgramServicesAmt |
| Management And General | $13,694 | ManagementAndGeneralAmt |
| Fundraising | $187,043 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,347 | TotalAmt |
| Program Services | $24,115 | ProgramServicesAmt |
| Management And General | $33,755 | ManagementAndGeneralAmt |
| Fundraising | $25,477 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,449 | TotalAmt |
| Management And General | $6,934 | ManagementAndGeneralAmt |
| Fundraising | $36,515 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,623 | TotalAmt |
| Program Services | $5,141 | ProgramServicesAmt |
| Management And General | $7,821 | ManagementAndGeneralAmt |
| Fundraising | $5,661 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,939 | TotalAmt |
| Management And General | $47 | ManagementAndGeneralAmt |
| Fundraising | $18,892 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,430 | TotalAmt |
| Program Services | $33,272 | ProgramServicesAmt |
| Management And General | $50,993 | ManagementAndGeneralAmt |
| Fundraising | $36,165 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,560 | TotalAmt |
| Program Services | $5,998 | ProgramServicesAmt |
| Management And General | $8,293 | ManagementAndGeneralAmt |
| Fundraising | $6,269 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BOOKKEEPING | $34,083 | $13,435 | $8,922 | $11,726 |
| INTERNSHIP EXPENSE | $31,980 | $31,980 | ||
| BANK FEES | $17,297 | $4,264 | $6,736 | $6,297 |
| TELEPHONE | $13,551 | $3,659 | $5,800 | $4,092 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,470 | TotalAmt |
| Program Services | $648 | ProgramServicesAmt |
| Management And General | $1,039 | ManagementAndGeneralAmt |
| Fundraising | $1,783 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,786,873 | TotalAmt |
| Program Services | $820,221 | ProgramServicesAmt |
| Management And General | $404,778 | ManagementAndGeneralAmt |
| Fundraising | $561,874 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,877 | BOYAmt |
| EOY | $806,138 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,361 | BOYAmt |
| EOY | $15,363 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,876 | BOYAmt |
| EOY | $247,606 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,749 | BOYAmt |
| EOY | $27,855 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,375 | BOYAmt |
| EOY | $35,121 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,908,607 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,726,828 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,261,162 | BOYAmt |
| EOY | $2,181,779 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,127,422 | BOYAmt |
| EOY | $9,097,105 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,002 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,473 | BOYAmt |
| EOY | $1,060,870 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,123,297 | BOYAmt |
| EOY | $13,471,837 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,479 | BOYAmt |
| EOY | $23,501 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,814 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $505,536 | BOYAmt |
| EOY | $503,065 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $584,829 | BOYAmt |
| EOY | $526,566 | 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 | $1,562,167 | BOYAmt |
| EOY | $3,289,888 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,976,301 | BOYAmt |
| EOY | $9,655,383 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,538,468 | BOYAmt |
| EOY | $12,945,271 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,123,297 | BOYAmt |
| EOY | $13,471,837 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,330,013 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,076,790 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | $1,228,163 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,347,877 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,216,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,603,685 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,086,420 | CurrentTaxYearAmt |
| Total | $8,482,214 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,228,163 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,347,877 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,216,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,603,685 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,086,420 | CurrentTaxYearAmt |
| Total | $8,482,214 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,222,374 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,259,840 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $229,818 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $211,499 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $233,114 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $243,485 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $311,762 | CurrentTaxYearAmt |
| Total | $1,229,678 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,218 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $979 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,803 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,842 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $152 | CurrentTaxYearAmt |
| Total | $5,994 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,717,886 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $90,059 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74710 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81360 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | 0 | DisclosedForCharitablePrpsInd |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $118,386 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Beginning Balance | $10,000 | BeginningBalanceAmt |
| Ending Balance | $10,000 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,147,424 | BeginningYearBalanceAmt |
| Contributions | $396,467 | ContributionsAmt |
| Investment Earnings Or Losses | $2,008,482 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $399,774 | OtherExpendituresAmt |
| Administrative Expenses | $55,494 | AdministrativeExpensesAmt |
| End Year Balance | $9,097,105 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,998,265 | BeginningYearBalanceAmt |
| Contributions | $566,685 | ContributionsAmt |
| Investment Earnings Or Losses | $107,768 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $494,087 | OtherExpendituresAmt |
| Administrative Expenses | $31,207 | AdministrativeExpensesAmt |
| End Year Balance | $7,147,424 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,824,009 | BeginningYearBalanceAmt |
| Contributions | $48,454 | ContributionsAmt |
| Investment Earnings Or Losses | $409,023 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $252,872 | OtherExpendituresAmt |
| Administrative Expenses | $30,349 | AdministrativeExpensesAmt |
| End Year Balance | $6,998,265 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,732,330 | BeginningYearBalanceAmt |
| Contributions | $115,880 | ContributionsAmt |
| Investment Earnings Or Losses | $378,500 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $372,206 | OtherExpendituresAmt |
| Administrative Expenses | $30,495 | AdministrativeExpensesAmt |
| End Year Balance | $6,824,009 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,323,625 | BeginningYearBalanceAmt |
| Contributions | $29,370 | ContributionsAmt |
| Investment Earnings Or Losses | $650,901 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $237,456 | OtherExpendituresAmt |
| Administrative Expenses | $34,110 | AdministrativeExpensesAmt |
| End Year Balance | $6,732,330 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $594,161 | OtherCostOrOtherBasisAmt |
| Book Value | $594,161 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,936,172 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,394,419 | DepreciationAmt |
| Book Value | $1,541,753 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $378,274 | OtherCostOrOtherBasisAmt |
| Depreciation | $332,409 | DepreciationAmt |
| Book Value | $45,865 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,181,779 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CASH SURRENDER VALUE OF LIFE INSURANCE | $16,421 |
| MUSEUM COLLECTIONS | $118,386 |
| RECEIVABLE FROM AFFILIATE | $32,713 |
| OTHER INVESTMENT | $893,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,060,870 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED VACATIONS | $35,997 |
| ANNUITY OBLIGATIONS | $372,045 |
| ACCRUED INTEREST PAYABLE | $719 |
| PAYABLE TO KAPPA ALPHA ORDER | $94,304 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $503,065 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $5,125,087 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,076,790 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $5,844 | OtherRevenueAmt |
| Revenue Not Reported | $1,082,634 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,042,453 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $55,486 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $18,947 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $74,433 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,116,886 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,718,284 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $5,844 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,844 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,712,440 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $55,486 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $18,947 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $74,433 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,786,873 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE FOUNDATION'S COLLECTION CONSISTS PRINCIPALLY OF HISTORICAL ITEMS RELATED TO ROBERT E LEE, TO THE FOUNDERS OF KAPPA ALPHA ORDER AND TO OTHER PROMINENT ALUMNI OF KA. |
| PART IV, LINE 2B: | THE FOUNDATION HOLDS A RENT DEPOSIT THAT IS REFUNDABLE TO KAPPA ALPHA ORDER IN CONNECTION WITH A REAL ESTATE LEASE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT FUNDRAISING EXPENSES 5,844. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INTEREST EXPENSE CHARITABLE GIFT ANNUITY 18,939. FOREIGN TAX WITHHELD AT SOURCE 8. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT FUNDRAISING EXPENSES 5,844. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INTEREST EXPENSE OF CHARITABLE GIFT ANNUITIES 18,939. FOREIGN TAX WITHHELD AT SOURCE 8. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BID FOR BROTHERHOOD AUCTION | Event1Nm |
| Gross Receipts Event1 | $42,400 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $42,400 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $5,844 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $42,400 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $42,400 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,844 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $5,844 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $36,556 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| KAPPA ALPHA ORDER | |||||||
| 115 LIBERTY HALL ROAD P O BOX 1865 | LEXINGTON | VA | 24450 | 580310956 | 501(C)(7) | $205,000 | EDUCATIONAL PROGRAMS DESCRIBED IN FORM 990 PART III. |
| FOUNDATION FOR FRATERNAL EXCELLENCE | |||||||
| 865 W CARMEL DRIVE | CARMEL | IN | 46032 | 351873572 | 501(C)(3) | $30,000 | CHAPTER SUPPORT AND EDUCATION DESCRIBED IN FORM 990 PART III. |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS TO GRADUATE AND UNDERGRADUATE STUDENTS. | 59 | $92,035 |
| COVID-19 BAC GRANT | 33 | $33,100 |
| EPSILON KAPPA GRANTS | 24 | $28,800 |
| THETA TRUST SCHOLARSHIPS | 5 | $5,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION PHYSICALLY INSPECTS CONSTRUCTION PROJECTS FUNDED EDUCATIONAL AREA GRANTS TO OTHER ORGANIZATIONS. SCHOLARSHIPS ARE GENERALLY PAID DIRECTLY TO THE BURSAR'S OFFICE OF THE ATTENDED COLLEGE OR UNIVERSITY. TRANSCRIPTS ARE OBTAINED FROM THE SCHOLARSHIP RECIPIENTS. GRANTS TO KAPPA ALPHA ORDER ARE USED FOR PROGRAMS THAT ARE OPERATED UNDER THE IMMEDIATE SUPERVISION OF OFFICERS AND STAFF WHO ARE SHARED BY THE FOUNDATION AND THE FRATERNITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY S WIESE | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $120,950 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $174,050 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $22,882 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $30,564 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $17,700 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $8,842 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $143,832 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $231,156 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | LARRY S WIESE | ExplanationTxt |
Schedule M IRS990ScheduleM
Art Historical Treasures ArtHistoricalTreasuresGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $21,618 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR'S ASSESSMENT | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | LLC INTERESTS | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $893,350 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | CURRENT BUSINESS VAL | 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 | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A PDF COPY OF THE 990 WAS MADE AVAILABLE BY E-MAIL. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES IS CHARGED WITH MAKING A PERIODIC REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 15A | LARRY WIESE IS REVIEWED BY BOTH THE EXECUTIVE COUNCIL OF KAPPA ALPHA ORDER AND BY THE BOARD OF TRUSTEES OF KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE ON THE WEB AT WWW.GUIDESTAR.ORG AND IS AVAILABLE IN HARD COPY ON REQUEST AT THE NATIONAL ADMINISTRATIVE OFFICES IN LEXINGTON, VIRGINIA. |
| FORM 990, PART VI, SECTION C, LINE 19 | KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION MAKES PART OF ITS POLICIES AND PROCEDURES AVAILABLE TO THE PUBLIC ON ITS WEBSITE. ALL OTHERS ARE AVAILABLE IN HARD COPY ON REQUEST AT THE NATIONAL ADMINISTRATIVE OFFICE IN LEXINGTON, VIRGINIA. |
| FORM 990, PAGE 11, PART XI, LINE 2C | THE FOUNDATION TRUSTEES HAVE APPOINTED AN AUDIT COMMITTEE OF HIGHLY QUALIFIED INDIVIDUALS. THE COMMITTEE MEETS REGULARLY WITH THE INDEPENDENT AUDITORS AND CORRESPONDS REGULARLY WITH THE AUDITORS BY TELEPHONE AND E-MAIL. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAPPA ALPHA ORDER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 LIBERTY HALL ROAD | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | NATIONAL FRATERNITY | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C) (7) | ExemptCodeSectionTxt |
| Controlled Organization | 0 | 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 | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | 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 | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (11 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| KAPPA ALPHA ORDER | |
| B | $205,000 |
| KAPPA ALPHA ORDER | |
| D | $32,713 |
| KAPPA ALPHA ORDER | |
| E | $94,304 |
| KAPPA ALPHA ORDER | |
| J | $90,000 |
| KAPPA APLHA ORDER | |
| N | $156,567 |
| KAPPA ALPHA ORDER | |
| O | $252,785 |
| KAPPA ALPHA ORDER | |
| P | $44,094 |
| KAPPA ALPHA ORDER | |
| Q | $59,346 |
| KAPPA ALPHA ORDER | |
| M | $1,651 |
| KAPPA ALPHA ORDER | |
| L | $12,957 |
| KAPPA ALPHA ORDER | |
| S | $19,004 |
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