2016-04-11T12:55:02-05:00 2015-05-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990 2014-06-01 300174261 TAU KAPPA EPSILON FRATERNITY INC TAUK 3178726533 7439 WOODLAND DRIVE INDIANAPOLIS IN 46278 BRETT A WIDNER CHIEF FINANCIAL OFFICER 3178726533 2016-03-30 1 SCOTT A SCHUSTER P00019243 3175802000 2016-03-30 2014 2016-08-17 19:52:53Z BRETT A WIDNER 7439 WOODLAND DRIVE INDIANAPOLIS IN 46278 5695711 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 38 750 263010 0 107167 103333 5711305 5052976 38053 82773 122895 193809 5979420 5432891 0 0 0 0 2280115 2344952 0 0 0 3512541 2877544 5792656 5222496 186764 210395 4829165 5708265 1752804 2440013 3076361 3268252 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 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 14 0 1 38 1 1 1 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 BOB BARR GRAND PRYTANIS 1.00 X X 0 0 0 RODNEY TALBOT GRAND EPIPRYTANIS 1.00 X X 0 0 0 FREDERICK JACOBI GRAND GRAMMATEUS 1.00 X X 0 0 0 CHRIS HANSON GRAND CRYSOPHYLOS 1.00 X 0 0 0 DR JAMES HICKEY GRAND HISTOR 1.00 X 0 0 0 DAVID BOHLINE GRAND HYPOPHETES 1.00 X 0 0 0 TONY CLEMENS GRAND HEGEMON 1.00 X 0 0 0 SHAUN TAYLOR CAC CHAIRMAN 1.00 X 0 0 0 TED BERESWILL AT LARGE MEMBER 1.00 X 0 0 0 WILLIAM MUSE JR AT LARGE MEMBER 1.00 X 0 0 0 BRIAN MONTGOMERY GRAND PYLORTES 1.00 X 0 0 0 DONALD ALDRICH CEO 40.00 X 115300 0 13744 BRETT WIDNER CFO 40.00 X 52924 0 1825 JOHN DECKARD COO 40.00 X 130292 0 5494 ALEX BAKER CIO 40.00 X 95447 0 8091 393963 0 29154 2 0 0 0 0 103333 103333 MEMBERSHIP DUES 900099 2529455 2529455 RISK MANAGEMENT FEES 900099 1682703 1682703 REIMBURSEMENT INCOME 900099 504300 504300 LEADERSHIP CONFERENCE 900099 201868 201868 CHAPTER ASSESSMENT FEE 900099 134650 134650 5052976 39106 39106 164892 164892 177945 162600 15345 15345 15345 143887 100220 43667 43667 43667 OTHER INCOME 900099 13572 13572 13572 5432891 5066548 263010 0 469721 1508709 229329 137193 3275 15500 77258 177312 69236 126519 519356 352044 13301 90114 1068784 BUILDING EXP AND MAINTE 101795 MEMBER PARAPHERNALIA 97035 BANK AND CREDIT CARD FE 53120 DUES AND FEES 40243 72652 5222496 1051349 1737032 903457 804022 120329 106499 454666 645102 1485555 792723 726614 692832 1456471 1624234 116279 98544 4829165 5708265 401570 507393 346007 604607 1005227 1328013 1752804 2440013 X 3076361 3268252 3076361 3268252 4829165 5708265 210395 -18504 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 431266 124587 306679 1054289 668136 386153 692832 ESCROW DEPOSITS 535442 RISK MANAGEMENT SELF INSURANCE RESERVE 788801 TENANT SEURITY DEPOSITS 3770 1328013 X 5576987 -18504 162600 144096 5432891 0 5432891 5385096 162600 162600 5222496 0 5222496 PART X, LINE 2: THE FRATERNITY AND THE HOUSING CORPORATION 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 CORPORATION 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, 2015 AND 2014. 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, 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 162,600. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 162,600. 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 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 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 37706 1193341 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