2019-04-15T09:56:47-05:00 2018-05-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990 2017-06-01 300174261 TAU KAPPA EPSILON FRATERNITY INC TAUK 3178726533 7439 WOODLAND DRIVE INDIANAPOLIS IN 46278 BRETT A WIDNER CHIEF FINANCIAL OFFICER 3178726533 2019-04-12 1 SCOTT A SCHUSTER P00019243 3175802000 2019-04-12 64.132.79.18 2019-04-12 09:57:21 ED P 1C45224A31E4CDB2CD9B2DE77583597804921F57 1C45224A31E4CDB2CD9B2DE77583597804921F57 2017 2019-02-21 02:37:17Z BRETT A WIDNER 7439 WOODLAND DRIVE INDIANAPOLIS IN 46278 8375769 0 4275 X WWW.TKE.ORG X 1899 IN THE FRATERNITY WAS ESTABLISHED TO CONTRIBUTE TO THE ADVANCEMENT OF SOCIETY THROUGH THE PERSONAL GROWTH OF OUR MEMBERS AND SERVICE TO OTHERS. THE FRATERNITY HAS 240 ACTIVE CHAPTERS AND COLONIES LOCATED THROUGHOUT THE UNITED STATES AND CANADA. EACH CHAPTER IS A SEPARATE ENTITY HAVING ITS OWN CONSTITUTION AND BYLAWS. 11 11 40 2396 392142 10147 131838 235000 4950234 5660508 14736 235487 178688 186679 5275496 6317674 0 0 0 0 2284060 2256273 0 0 0 2754592 3301072 5038652 5557345 236844 760329 6331961 6619613 2049255 1667906 4282706 4951707 X THE FRATERNITY WAS ESTABLISHED TO CONTRIBUTE TO THE ADVANCEMENT OF SOCIETY THROUGH THE PERSONAL GROWTH OF OUR MEMBERS AND SERVICE TO OTHERS. THE FRATERNITY HAS 240 ACTIVE CHAPTERS AND COLONIES LOCATED THROUGHOUT THE UNITED STATES AND CANADA. EACH CHAPTER IS A SEPARATE ENTITY HAVING ITS OWN CONSTITUTION AND BYLAWS. 0 0 MEMBER SERVICES - MEMBER AND CHAPTER ASSISTANCE AMONG THE UNIVERSITY CAMPUSES TO PROMOTE THE FRATERNAL SPIRIT OF ITS MEMBERS. HOUSE FUND - TO PROVIDE SUPPORT TO CHAPTERS FOR HOUSING-RELATED NEEDS. EDUCATIONAL AND LEADERSHIP PROGRAMS - CONDUCT EDUCATIONAL AND LEADERSHIP PROGRAMS BENEFITING UNDERGRADUATE AND ALUMNI MEMBERS. 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 26 0 1 40 1 1 1 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 0 0 IN X BRETT WIDNER 3178726533 7439 WOODLAND DRIVE INDIANAPOLIS IN 46278 CHRISTOPHER HANSON GRAND PRYTANIS 5.00 X X 0 0 0 JAMES HICKEY GRAND EPIPRYTANIS 5.00 X X 0 0 0 TED BERESWILL GRAND GRAMMATEUS 1.00 X X 0 0 0 RYAN VESCIO GRAND CRYSOPHYLOS 5.00 X 0 0 0 CHARLES WHITTINGTON GRAND HISTOR 1.00 X 0 0 0 ANTHONY CLEMENS GRAND HYPOPHETES 1.00 X 0 0 0 JOHN FABSITS GRAND HEGEMON 1.00 X 0 0 0 ZAIN ISLAM CAC CHAIRMAN 1.00 X 0 0 0 MICHAEL BEALS AT LARGE MEMBER 1.00 X 0 0 0 MIKE MCEVILLY AT LARGE MEMBER 1.00 X 0 0 0 ROB GUARINI GRAND PYLORTES 1.00 X 0 0 0 DONALD ALDRICH CEO 40.00 X 192055 0 18425 BRETT WIDNER CFO 40.00 X 105590 0 2636 297645 0 21061 2 0 1 0 0 235000 235000 MEMBERSHIP DUES 900099 2609213 2609213 RISK MANAGEMENT FEES 900099 1518481 1518481 LEADERSHIP CONFERENCE 900099 751549 751549 REIMBURSEMENT INCOME 900099 521585 521585 FOUNDERS HOUSING FEES 900099 141943 141943 117737 117737 5660508 24839 24839 138981 138981 174149 167622 6527 6527 6527 2101121 1890473 210648 210648 210648 OTHER INCOME 900099 30024 30024 INCOME FROM K-1 524298 11147 11147 41171 6317674 5690532 392142 0 296440 1638228 204358 117247 10862 18625 1397 59667 213973 80640 117504 879386 614556 12297 57221 828041 MEMBER PARAPHERNALIA 116852 BUILDING EXP AND MAINTE 97488 BAD DEBT EXP 89690 BANK AND CREDIT CARD FE 55671 47202 5557345 1711220 2058310 559202 419807 173980 322767 683206 568900 1592005 1150209 536214 441796 2524428 2549095 170108 143711 88830 6331961 6619613 341229 304553 561179 200620 1146847 1162733 2049255 1667906 X 4282706 4951707 4282706 4951707 6331961 6619613 X 760329 -77001 -14327 X X 0 1 X 1 0 482299 267311 214988 1109706 882898 226808 441796 ESCROW DEPOSITS 691961 RISK MANAGEMENT SELF INSURANCE RESERVE 467002 TENANT SECURITY DEPOSITS 3770 1162733 X 6392551 -77001 167622 90621 6301930 1397 14347 15744 6317674 5723550 167622 167622 5555928 1397 20 1417 5557345 PART X, LINE 2: THE FRATERNITY AND THE HOUSING FUND ARE EXEMPT FROM INCOME TAXES ON INCOME FROM RELATED ACTIVITIES UNDER SECTION 501(C)(7) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. THE HOUSING FUND IS REPORTED AS A DISREGARDED ENTITY OF THE FRATERNITY FOR TAX PURPOSES. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES IN THE CONSOLIDATED FINANCIAL STATEMENTS. THERE WAS NO UNRELATED BUSINESS INCOME TAX EXPENSE DURING THE YEARS ENDED MAY 31, 2018 AND 2017. THE FRATERNITY FILES U.S. FEDERAL AND INDIANA INFORMATION TAX RETURNS. THE FRATERNITY IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATION BY TAX AUTHORITIES FOR YEARS BEFORE THE YEAR ENDED MAY 31, 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 167,622. PART XI, LINE 4B - OTHER ADJUSTMENTS: K-1 INCOME 14,347. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 167,622. PART XII, LINE 4B - OTHER ADJUSTMENTS: K-1 EXPENSES 20. X 0 0 0 DONALD ALDRICH CEO 142501 0 49554 0 0 0 0 0 18425 0 210480 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE CFO AND CEO. IT IS THEN REVIEWED AND APPROVED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY EACH BIENNIUM AND SIGN A CONFLICT OF INTEREST STATEMENT. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST TO THE DIRECTORS. BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE BOARD REVIEWS THE EXECUTIVE DIRECTORS SALARY, WHICH IS BASED UPON THE SALARY LEVEL OF EXECUTIVE DIRECTORS IN SIMILAR ORGANIZATIONS WITH COMMENSURATE EXPERIENCE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: BOOK/TAX ON K-1 INCOME -14,327. FORM 990, PART XII LINE 2C THERE HAS BEEN NO CHANGE IN OVERSIGHT OF AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT FROM THE PRIOR YEAR. FORM 990 PART IX: TAU KAPPA EPSILON FRATERNITY INC. ADMINISTERS THE PAYROLL OF TKE EDUCATIONAL FOUNDATION INC. THE FOUNDATION REIMBURSES THE FRATERNITY FOR ITS ALLOCABLE SHARE OF THE COSTS. TKE HOUSING CORPORATION LLC 7439 WOODLAND DRIVE INDIANAPOLIS IN 46278 261347475 ADMINISTER THE HOUSE FUND OF TKE FRATERNITY IN 51985 1685521 N/A KCL PROPERTIES LLC 7439 WOODLAND DRIVE INDIANAPOLIS IN 46278 261347279 MANAGE THE INTELLECTUAL PROPERTY OF TKE FRATERNITY IN 501(C)(2) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0