2017-04-06T08:07:15-05:00 2016-05-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990 2015-06-01 300174261 TAU KAPPA EPSILON FRATERNITY INC TAUK 3178726533 7439 WOODLAND DRIVE INDIANAPOLIS IN 46278 BRETT A WIDNER CHIEF FINANCIAL OFFICER 3178726533 2017-03-15 1 SCOTT A SCHUSTER P00019243 3175802000 2017-03-02 2015 2021-01-29 14:40:06Z BRETT A WIDNER 7439 WOODLAND DRIVE INDIANAPOLIS IN 46278 6191603 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 250 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 35 2331 217636 0 103333 100000 5052976 5583754 82773 79547 193809 202086 5432891 5965387 0 0 0 0 2344952 2247048 0 0 0 2877544 2942832 5222496 5189880 210395 775507 5708265 5573513 2440013 1710136 3268252 3863377 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 250 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 13 0 1 35 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 1 1 1 1 1 1 1 0 0 IN X LISA D STATON CPA 3178726533 7439 WOODLAND DRIVE INDIANAPOLIS IN 46278 RODNEY TALBOT GRAND PRYTANIS 1.00 X X 0 0 0 CHRIS HANSON GRAND EPIPRYTANIS 1.00 X X 0 0 0 TED BERESWILL GRAND GRAMMATEUS 1.00 X X 0 0 0 DR JAMES HICKEY GRAND CRYSOPHYLOS 1.00 X 0 0 0 BRIAN MONTGOMERY GRAND HISTOR 1.00 X 0 0 0 FREDERICK JACOBI GRAND HYPOPHETES 1.00 X 0 0 0 TONY CLEMENS GRAND HEGEMON 1.00 X 0 0 0 JONAH CHADWICK GRIEGO CAC CHAIRMAN 1.00 X 0 0 0 ROB GUARINI AT LARGE MEMBER 1.00 X 0 0 0 PETER SOBICH AT LARGE MEMBER 1.00 X 0 0 0 RYAN VESCIO GRAND PYLORTES 1.00 X 0 0 0 DONALD ALDRICH CEO 40.00 X 165352 0 15817 BRETT WIDNER CFO 40.00 X 88146 0 5929 JOHN DECKARD COO 40.00 X 126475 0 4302 ALEX BAKER CIO 40.00 X 96837 0 9796 PATRICK GLEASON CRO/COO 40.00 X 63033 0 7596 GREGORY ROSKOPF CRO 40.00 X 62249 0 14328 602092 0 57768 2 0 1 0 0 100000 100000 MEMBERSHIP DUES 900099 2494601 2494601 RISK MANAGEMENT FEES 900099 1619902 1619902 LEADERSHIP CONFERENCE 900099 785954 785954 REIMBURSEMENT INCOME 900099 318476 318476 FOUNDERS HOUSING FEES 900099 227021 227021 137800 137800 5583754 33222 33222 128509 128509 175121 165541 9580 9580 9580 107000 60675 46325 46325 46325 OTHER INCOME 900099 63997 63997 63997 5965387 5647751 217636 0 622042 1310151 198634 116221 4423 14175 29471 223805 87539 117965 739377 377850 18372 78774 692759 DUES AND FEES 218769 MEMBER PARAPHERNALIA 150036 BUILDING EXP AND MAINTE 102268 BANK AND CREDIT CARD FE 44675 42574 5189880 1737032 1763689 804022 585017 106499 48826 645102 512716 1564597 920148 692832 644449 1624234 1945684 98544 73132 5708265 5573513 507393 280440 604607 343111 1328013 1086585 2440013 1710136 X 3268252 3863377 3268252 3863377 5708265 5573513 775507 -180382 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 470474 169218 301256 1094123 750930 343193 644449 ESCROW DEPOSITS 639154 RISK MANAGEMENT SELF INSURANCE RESERVE 443661 TENANT SEURITY DEPOSITS 3770 1086585 X 5950546 -180382 165541 -14841 5965387 0 5965387 5355421 165541 165541 5189880 0 5189880 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, 2016 AND 2015. 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, 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 165,541. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 165,541. X 0 0 0 DONALD ALDRICH CEO 127252 0 38100 0 0 0 5080 0 10737 0 181169 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY THE CFO AND CEO AND THEN FORWARDED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW. THE 990 IS THEN SENT TO EACH MEMBER OF THE BOARD OF DIRECTORS AND IS THEN REVIEWED AT A QUARTERLY BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY. 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 CEOS 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 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 268230 1433329 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