2017-12-15T11:48:17-06:00 2017-06-30 541298267 RAETZ & HAWKINS PC CPAS 128 SOUTH RANDOLPH STREET LEXINGTON VA 244500916 990 2016-07-01 751783690 KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION KAPP 5404631865 PO BOX 1865 115 LIBERTY HALL ROAD LEXINGTON VA 24450 LARRY S WIESE SECRETARY/TREASURER 5404637121 2017-12-15 1 DAVID B HAWKINS P00084879 5404637121 199.244.105.69 2017-12-15 12:49:02 ES P 12A182422DCDC3CEA6845EE99C673156C53B0292 8B65BE4A25B083D8C200247B76E4048747CA8CA7 2016 2018-03-14 21:41:22Z LARRY S WIESE 115 LIBERTY HALL ROAD LEXINGTON VA 24450 9990739 0 X WWW.KAOEF.ORG X 1982 TX EDUCATIONAL PROGRAM SUPPORT FOR KAPPA ALPHA ORDER 15 15 0 0 0 0 924985 1179580 19642 18158 188729 375410 132238 73576 1265594 1646724 206465 186986 0 0 407825 499605 0 0 553976 772083 773721 1386373 1460312 -120779 186412 9213602 9698594 534996 558160 8678606 9140434 X THE FOUNDATION PROVIDES GRANTS FOR EDUCATIONAL PROGRAMS OF KAPPA ALPHA ORDER AND PROVIDES SCHOLARSHIPS TO DESERVING GRADUATE AND UNDERGRADUATE STUDENTS. 0 0 50000 50000 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. 74597 58775 SCHOLARSHIP AWARDS FOR 48 STUDENTS WERE MADE IN THE FISCAL YEAR ENDED JUNE 30, 2017. 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. 59188 59188 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. 25915 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. 10990 19024 18158 SERVICES TO KAPPA ALPHA ORDER 235655 SERVICES TO ALUMNI CHAPTERS OF KAPPA ALPHA ORDER, NIC AND HAZING PREVENTION INITIATIVES 272560 19024 18158 456345 1 1 0 0 0 1 0 1 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 0 1 0 1 12 0 1 0 0 0 0 0 0 1 1 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X X LARRY STANTON WIESE 5404631865 115 LIBERTY HALL ROAD LEXINGTON VA 24450 TODD REAVES CHAIRMAN & PRESIDENT 0.00 X X 0 0 0 DERICK S CLOSE VICE PRESIDENT 0.00 X X 0 0 0 DARREN S KAY KNIGHT COMMANDER 0.00 X 0 0 0 TIMOTHY K ADAMS LIFE TRUSTEE 0.00 X 0 0 0 JACK R TAYLOR LIFE TRUSTEE 0.00 X 0 0 0 JAMES L BOWERS LIFE TRUSTEE 0.00 X 0 0 0 IDRIS R TRAYLOR LIFE TRUSTEE 0.00 X 0 0 0 DAN H AKIN TRUSTEE 0.00 X 0 0 0 RICHARD L BURKE TRUSTEE 0.00 X 0 0 0 WILLIAM E DREYER TRUSTEE 0.00 X 0 0 0 JAMES R ESTES TRUSTEE 0.00 X 0 0 0 ROBERT W HAGAN TRUSTEE 0.00 X 0 0 0 EUGENE M JULIAN TRUSTEE 0.00 X 0 0 0 STEVE C KNIGHT TRUSTEE 0.00 X 0 0 0 MALCOLM H LILES TREASURER 0.00 X X 0 0 0 ERIK T SHOWALTER TRUSTEE 0.00 X 0 0 0 C DOUGLAS SIMMONS III TRUSTEE 0.00 X 0 0 0 MICHAEL V PAULIN TRUSTEE 0.00 X 0 0 0 WILLIAM H SKIPPER TRUSTEE 0.00 X 0 0 0 LARRY S WIESE SECRETARY 20.00 X 117924 162847 22358 117924 162847 22358 1 0 1 0 0 1179580 27400 1179580 REIMBURSEMENT FROM KAO 900099 18158 18158 18158 180428 180428 49390 0 49390 49390 49390 8513382 8318400 194982 194982 194982 48583 25615 22968 22968 LIFE INSURANCE GAINS 900099 743 743 MISCELLANEOUS 900099 475 475 1218 1646724 18158 0 448986 128211 128211 58775 58775 118949 36874 42346 39729 309232 99498 108288 101446 13833 4440 4856 4537 34158 10965 11990 11203 23433 7522 8225 7686 2160 693 759 708 14978 14782 196 17500 17500 33305 33305 28633 12527 16106 15 15 40091 28948 11143 214858 6263 15243 193352 70348 16537 34519 19292 64232 6567 57665 59732 18732 16114 24886 13696 13696 123900 28001 62818 33081 23030 5392 11369 6269 BOOKKEEPING 27191 8429 9680 9082 INTERNSHIP EXPENSE 20621 20621 TELEPHONE 12795 2713 6602 3480 MISCELLANEOUS 3513 2679 430 404 3123 3123 1460312 456345 449991 553976 33704 30163 45860 2850 46046 242782 18800 14628 20205 30692 3785226 1245000 2644692 2540226 5664904 6506328 432719 226002 226002 80670 104923 9213602 9698594 27231 10211 507765 547949 534996 558160 X 1509819 2035588 602061 397891 6566726 6706955 8678606 9140434 9213602 9698594 186412 275416 0 X X 0 1 X 1 0 X 816170 1351065 1120337 1030302 1228163 5546037 816170 1351065 1120337 1030302 1228163 5546037 158445 5387592 214626 204502 321222 257317 229818 1227485 1460 509 680 1759 1218 5626 6779148 83876 0.79470 0.66560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 7980 0 1 0 78003 X X 0 0 10000 10000 1 X 6323625 29370 650901 237456 34110 6732330 6170668 321917 -122740 46220 6323625 6256714 105213 98653 230715 59197 6170668 6064780 212749 727071 49745 639030 59111 6256714 5664069 143836 591528 61800 225997 46856 6064780 1.00000 0 0 594161 594161 2858974 937357 1921617 332091 307643 24448 2540226 ACCRUED VACATIONS 20893 ANNUITY OBLIGATIONS 223641 ACCRUED INTEREST PAYABLE 720 PAYABLE TO KAPPA ALPHA ORDER 302695 547949 1899948 275416 25615 301031 1598917 33305 14502 47807 1646724 1438120 25615 25615 1412505 33305 14502 47807 1460312 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 25,615. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE CHARITABLE GIFT ANNUITY 13,697. FOREIGN TAX WITHHELD AT SOURCE 805. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT FUNDRAISING EXPENSES 25,615. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE OF CHARITABLE GIFT ANNUITIES 13,697. FOREIGN TAX WITHHELD AT SOURCE 805. BID FOR BROTHERHOOD AUCTION 48583 48583 25615 48583 48583 25615 25615 22968 1 KAPPA ALPHA ORDER 115 LIBERTY HALL ROAD P O BOX 1865 LEXINGTON VA 24450 580310956 501(C)(7) 50000 EDUCATIONAL PROGRAMS DESCRIBED IN FORM 990 PART III. ALPHA KAPPA CHAPTER 2005 W BROADWAY COLUMBIA MO 65203 436049304 501(C)(7) 22500 CHAPTER EDUCATION PROGRAMCHAPTER EDUCATION PROGRAM SCHOLARSHIPS TO GRADUATE AND UNDERGRADUATE STUDENTS. 48 58775 PART I, LINE 2: 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. X X 0 1 0 0 0 0 0 0 0 LARRY S WIESE SECRETARY 93031 128470 24893 34377 0 0 0 13290 0 9068 117924 185205 0 0 PART I, LINE 4B LARRY S WEISE TODD REAVES CHAIRMAN & PRESIDENT 6288 OMEGA FINANCIAL SERVICES 0 X 1 15000 ASSESSMENT/APPRAISAL X 1 12400 ASSESSMENT/APPRAISAL 0 1 0 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. KAPPA ALPHA ORDER 115 LIBERYTY HALL ROAD LEXINGTON VA 24450 NATIONAL FRATERNITY VA 501(C) (7) 0 0 1 0 1 1 0 0 0 0 1 0 1 1 1 1 1 1 0 0 KAPPA ALPHA ORDER B 50000 KAPPA ALPHA ORDER D 14234 KAPPA ALPHA ORDER E 292795 KAPPA ALPHA ORDER J 49390 KAPPA APLHA ORDER N 132457 KAPPA ALPHA ORDER O 201729 KAPPA ALPHA ORDER P 36326 KAPPA ALPHA ORDER Q 48847 KAPPA ALPHA ORDER M 2605 KAPPA ALPHA ORDER H 6054 KAPPA ALPHA ORDER L 14823