2015-04-09T10:02:44-05:00 2014-05-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990 2013-06-01 300174261 TAU KAPPA EPSILON FRATERNITY INC TAUK 3178726533 7439 WOODLAND DRIVE INDIANAPOLIS IN 46278 BRETT A WIDNER CHIEF FINANCIAL OFFICER 3178726533 2015-03-30 1 SCOTT A SCHUSTER P00019243 3175802000 2015-03-30 2013 2016-02-25 16:41:14Z BRETT A WIDNER 7439 WOODLAND DRIVE INDIANAPOLIS IN 46278 6148980 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 272 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 33 750 128341 0 125000 107167 5193113 5711305 39055 38053 228931 122895 5586099 5979420 0 0 0 0 2204368 2280115 0 0 0 3039905 3512541 5244273 5792656 341826 186764 4888136 4829165 2145493 1752804 2742643 3076361 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 272 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 14 0 1 33 1 1 1 0 0 0 0 901878 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 SHAWN BABINE CEO-6/2013-3/2014 40.00 X 149786 0 6500 THOMAS CARTER CFO-6/2013-4/2014 40.00 X 101289 0 4800 DONNIE ALRICH CEO- 3/2014- 40.00 X 0 0 0 BRETT WIDNER CFO- 4/2014- 40.00 X 0 0 0 JOHN DECKARD COO 40.00 X 115095 0 5269 366170 0 16569 3 0 1 0 0 107167 107167 MEMBERSHIP DUES 900099 2663447 2663447 RISK MANAGEMENT FEES 900099 1575545 1575545 LEADERSHIP CONFERENCE 900099 851618 851618 REIMBURSEMENT INCOME 900099 465200 465200 CHAPTER ASSESSMENT FEE 900099 155495 155495 5711305 38053 38053 75895 75895 183953 169560 14393 14393 14393 OTHER INCOME 900099 32607 32607 32607 5979420 5743912 128341 0 303000 1620946 214443 141726 22688 14250 49848 195731 69246 117060 751059 666776 47575 84382 700391 BAD DEBT EXP 445835 MEMBER PARAPHERNALIA 137221 BUILDING EXP AND MAINTE 89900 BANK AND CREDIT CARD FE 53096 67483 5792656 993644 1051349 852507 903457 419546 120329 596024 454666 1385045 658431 782660 726614 1169830 1456471 73925 116279 4888136 4829165 457339 401570 605699 346007 1082455 1005227 2145493 1752804 X 2742643 3076361 2742643 3076361 4888136 4829165 186764 146954 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 392541 82635 309906 992504 575796 416708 726614 ESCROW DEPOSITS 522170 CAPITAL LEASE PAYABLE 9631 RISK MANAGEMENT SELF INSURANCE RESERVE 469656 TENANT SEURITY DEPOSITS 3770 1005227 X 6295934 146954 146954 6148980 -169560 -169560 5979420 5962216 169560 169560 5792656 0 5792656 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 2014 AND UNRELATED BUSINESS INCOME TAX EXPENSE DURING 2013 WAS APPROXIMATELY $3,500. THE FRATERNITY FILES INFORMATION TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF INDIANA. 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, 2011. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -169,560. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 169,560. X X X 0 0 0 SHAWN BABINE CEO-6/2013-3/2014 149786 0 0 0 0 0 0 0 6500 0 156286 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 BIENNIALLY 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 351061134 ADMINISTER THE HOUSE FUND OF TKE FRATERNITY IN 160684 1188098 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