KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION (EIN 75-1783690)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-01-23
- IRS object ID
- 201440239349301114
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-23T15:55:35-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541298267 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAETZ & HAWKINS PC CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 128 SOUTH RANDOLPH STREET | AddressLine1 |
| City | LEXINGTON | City |
| State | VA | State |
| ZIP Code | 244500916 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751783690 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KAPP | NameControl |
| Phone | 5404631865 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1865 115 LIBERTY HALL ROAD | AddressLine1 |
| City | LEXINGTON | City |
| State | VA | State |
| ZIP Code | 24450 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LARRY S WIESE | Name |
| Title | SECRETARY/TREASURER | Title |
| Phone | 5404637121 | Phone |
| Date Signed | 2014-01-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID B HAWKINS | Name |
| PTIN | P00084879 | PTIN |
| Phone | 5404637121 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LARRY S WIESE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 LIBERTY HALL ROAD | AddressLine1 |
| City | LEXINGTON | City |
| State | VA | State |
| ZIP Code | 24450 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5351252 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.KAOEF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | EDUCATIONAL PROGRAM SUPPORT FOR KAPPA ALPHA ORDER | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -4071 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 761969 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 777750 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 16541 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 14329 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 232656 | InvestmentIncomePriorYear |
| Investment Income Current Year | 476492 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 90961 | OtherRevenuePriorYear |
| Other Revenue Current Year | 84781 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1102127 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1353352 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 443937 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 278517 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 291179 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 298160 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 387452 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 604868 | OtherExpensePriorYear |
| Other Expenses Current Year | 530215 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1339984 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1106892 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -237857 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 246460 | RevenuesLessExpensesCY |
| Total Assets BOY | 9144602 | TotalAssetsBOY |
| Total Assets EOY | 9188179 | TotalAssetsEOY |
| Total Liabilities BOY | 1060727 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 879348 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8083875 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8308831 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE FOUNDATION PROVIDES GRANTS FOR EDUCATIONAL PROGRAMS OF KAPPA ALPHA ORDER AND PROVIDES SCHOLARSHIPS TO DESERVING GRADUATE AND UNDERGRADUATE STUDENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3250 | Expense |
| Grants | 3250 | Grants |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 73897 | Expense |
| Grants | 61800 | Grants |
| Description | SCHOLARSHIP AWARDS FOR 90 STUDENTS WERE MADE IN THE FISCAL YEAR ENDED JUNE 30, 2013. 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 191570 | Expense |
| Grants | 191245 | Grants |
| Description | 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. | Description |
Activity Other ActivityOther (3 entries)
| ExpenseExpense | GrantsGrants | DescriptionDescription | RevenueRevenue |
|---|---|---|---|
| 22289 | 19252 | 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. | |
| 11602 | 325 | SERVICES TO KAPPA ALPHA ORDER | 14329 |
| 71503 | 2645 | SERVICES TO ALUMNI CHAPTERS OF KAPPA ALPHA ORDER, NIC AND HAZING PREVENTION INITIATIVES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 105394 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 22222 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 14329 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 374111 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 16 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARRY STANTON WIESE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5404631865 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 LIBERTY HALL ROAD | AddressLine1 |
| City | LEXINGTON | City |
| State | VA | State |
| ZIP Code | 24450 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| LARRY S WIESE | ||||||
| SECRETARY | 20.00 | X | X | 101619 | 128495 | 54953 |
| BARRY B DONNELL | ||||||
| CHAIRMAN & PRESIDENT | 0.00 | X | X | 0 | 0 | 0 |
| TODD REAVES | ||||||
| VICE PRESIDENT | 0.00 | X | X | 0 | 0 | 0 |
| WILLIAM E DREYER | ||||||
| KNIGHT COMMANDER | 0.00 | X | 0 | 0 | 0 | |
| TIMOTHY K ADAMS | ||||||
| LIFE TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| FRANK L ASBURY III | ||||||
| LIFE TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| JAMES L BOWERS | ||||||
| LIFE TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| LOREN Q HANSEN | ||||||
| LIFE TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| THOMAS G PAULSON II | ||||||
| LIFE TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| JACK R TAYLOR | ||||||
| LIFE TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| IDRIS R TRAYLOR | ||||||
| LIFE TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| DERICK S CLOSE | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| JAMES R ESTES | ||||||
| TREASURER | 0.00 | X | X | 0 | 0 | 0 |
| GORDON H HARRIS | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| ROCK N HOUSTOUN | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| MALCOLM H LILES | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| FRANK W MARESH | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| J COLEMAN MCDOWELL JR | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| MICHAEL V PAULIN | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| J WILLIAM SCHULZ | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| WILLIAM H SKIPPER | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| DARREN S KAY | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 101619 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 128495 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 54953 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 57076 | RelatedOrganizations |
| All Other Contributions | 720674 | AllOtherContributions |
| Total Contributions | 777750 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REIMBURSEMENT FROM KAO | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 14329 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14329 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 14329 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 169726 | TotalRevenueColumn |
| Exclusion | $169,726 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 44900 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 44900 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44900 | TotalRevenueColumn |
| Exclusion | $44,900 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4286903 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3980137 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 306766 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 306766 | TotalRevenueColumn |
| Exclusion | $306,766 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 56184 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 17763 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38421 | TotalRevenueColumn |
| Exclusion | $38,421 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| MISCELLANEOUS | 900099 | 780 | $780 |
| LIFE INSURANCE GAINS | 900099 | 680 | $680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1460 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1353352 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14329 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $561,273 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216717 | Total |
| Program Services | 216717 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61800 | Total |
| Program Services | 61800 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101618 | Total |
| Program Services | 16970 | ProgramServices |
| Management And General | 30790 | ManagementAndGeneral |
| Fundraising | 53858 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165125 | Total |
| Program Services | 32036 | ProgramServices |
| Management And General | 48437 | ManagementAndGeneral |
| Fundraising | 84652 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8900 | Total |
| Program Services | 1726 | ProgramServices |
| Management And General | 2617 | ManagementAndGeneral |
| Fundraising | 4557 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9855 | Total |
| Program Services | 1912 | ProgramServices |
| Management And General | 2897 | ManagementAndGeneral |
| Fundraising | 5046 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12662 | Total |
| Program Services | 2456 | ProgramServices |
| Management And General | 3723 | ManagementAndGeneral |
| Fundraising | 6483 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17824 | Total |
| Management And General | 17824 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15700 | Total |
| Management And General | 15700 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44737 | Total |
| Management And General | 44737 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2083 | Total |
| Fundraising | 2083 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48503 | Total |
| Fundraising | 48503 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28976 | Total |
| Management And General | 8344 | ManagementAndGeneral |
| Fundraising | 20632 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6660 | Total |
| Program Services | 1112 | ProgramServices |
| Management And General | 2018 | ManagementAndGeneral |
| Fundraising | 3530 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82698 | Total |
| Program Services | 13432 | ProgramServices |
| Management And General | 40916 | ManagementAndGeneral |
| Fundraising | 28350 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55551 | Total |
| Management And General | 9972 | ManagementAndGeneral |
| Fundraising | 45579 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35558 | Total |
| Program Services | 4356 | ProgramServices |
| Management And General | 18325 | ManagementAndGeneral |
| Fundraising | 12877 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10696 | Total |
| Fundraising | 10696 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6240 | Total |
| Program Services | 1042 | ProgramServices |
| Management And General | 1891 | ManagementAndGeneral |
| Fundraising | 3307 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109603 | Total |
| Program Services | 14029 | ProgramServices |
| Management And General | 64118 | ManagementAndGeneral |
| Fundraising | 31456 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17571 | Total |
| Program Services | 2262 | ProgramServices |
| Management And General | 6834 | ManagementAndGeneral |
| Fundraising | 8475 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BOOKKEEPING | 18317 | 3059 | 5550 | 9708 |
| MISCELLANEOUS | 15925 | 11633 | 4292 | |
| TELEPHONE | 11455 | 1202 | 6885 | 3368 |
| FOREIGN TAXES | 2118 | 2118 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1106892 | Total |
| Program Services | 374111 | ProgramServices |
| Management And General | 345329 | ManagementAndGeneral |
| Fundraising | 387452 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13193 | BOY |
| EOY | 194245 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201028 | BOY |
| EOY | 17737 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 715508 | BOY |
| EOY | 439982 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12084 | BOY |
| EOY | 12084 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21075 | BOY |
| EOY | 24902 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3186046 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 798461 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2471966 | BOY |
| EOY | 2387585 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3911721 | BOY |
| EOY | 5436252 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1752348 | BOY |
| EOY | 628528 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45679 | BOY |
| EOY | 46864 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9144602 | BOY |
| EOY | 9188179 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11299 | BOY |
| EOY | 5948 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1049428 | BOY |
| EOY | 873400 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1060727 | BOY |
| EOY | 879348 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1086609 | BOY |
| EOY | 1285353 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 997718 | BOY |
| EOY | 921129 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5999548 | BOY |
| EOY | 6102349 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8083875 | BOY |
| EOY | 8308831 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9144602 | BOY |
| EOY | 9188179 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 246460 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 115400 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -136904 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2353830 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 964815 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 721080 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 807988 | CurrentTaxYearMinus1Year |
| Current Tax Year | 816170 | CurrentTaxYear |
| Total | 5663883 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2353830 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 964815 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 721080 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 807988 | CurrentTaxYearMinus1Year |
| Current Tax Year | 816170 | CurrentTaxYear |
| Total | 5663883 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 271723 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5392160 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 214165 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 211038 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 249355 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 245080 | CurrentTaxYearMinus1Year |
| Current Tax Year | 214626 | CurrentTaxYear |
| Total | 1134264 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7068 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6337 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1184 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1460 | CurrentTaxYear |
| Total | 16091 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6814238 | TotalSupport |
| Gross Receipts From Admissions Etc | 68509 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.79130 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.81290 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Funds Held | 1 | NumberFundsHeld |
| Aggregate Fund Value | 49555 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 0 | DisclosedForCharitablePurposes |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 29429 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Beginning Balance | 10000 | BeginningBalance |
| Ending Balance | 10000 | EndingBalance |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5664069 | BeginningOfYearBalance |
| Contributions | 143836 | Contributions |
| Investment Earnings Or Losses | 591528 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 61800 | GrantsOrScholarships |
| Other Expenditures | 225997 | OtherExpenditures |
| Administrative Expenses | 46856 | AdministrativeExpenses |
| End Of Year Balance | 6064780 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5882938 | BeginningOfYearBalance |
| Contributions | 191049 | Contributions |
| Investment Earnings Or Losses | -7016 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 61335 | GrantsOrScholarships |
| Other Expenditures | 296588 | OtherExpenditures |
| Administrative Expenses | 44979 | AdministrativeExpenses |
| End Of Year Balance | 5664069 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5421301 | BeginningOfYearBalance |
| Contributions | 30283 | Contributions |
| Investment Earnings Or Losses | 622471 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 98740 | GrantsOrScholarships |
| Other Expenditures | 49645 | OtherExpenditures |
| Administrative Expenses | 42732 | AdministrativeExpenses |
| End Of Year Balance | 5882938 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5092672 | BeginningOfYearBalance |
| Contributions | 20539 | Contributions |
| Investment Earnings Or Losses | 334613 | InvestmentEarningsOrLosses |
| Other Expenditures | 2158 | OtherExpenditures |
| Administrative Expenses | 24365 | AdministrativeExpenses |
| End Of Year Balance | 5421301 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7031080 | BeginningOfYearBalance |
| Contributions | 166220 | Contributions |
| Investment Earnings Or Losses | -1483235 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 563856 | GrantsOrScholarships |
| Other Expenditures | 23299 | OtherExpenditures |
| Administrative Expenses | 34238 | AdministrativeExpenses |
| End Of Year Balance | 5092672 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 594161 | OtherCostOrOtherBasis |
| Book Value | 594161 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2264739 | OtherCostOrOtherBasis |
| Depreciation | 556500 | Depreciation |
| Book Value | 1708239 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 327146 | OtherCostOrOtherBasis |
| Depreciation | 241961 | Depreciation |
| Book Value | 85185 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2387585 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALTERNATIVE INVESTMENTS | Description |
| Book Value | 628528 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 628528 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED VACATIONS | $15,445 |
| ANNUITY OBLIGATIONS | $117,065 |
| ACCRUED INTEREST PAYABLE | $720 |
| PAYABLE TO KAPPA ALPHA ORDER | $740,170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 873400 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 1428964 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 115400 | NetUnrealizedGainsInvestments |
| Other Revenues | 17763 | OtherRevenues |
| Revenue Not Rptd F990 | 133163 | RevenueNotRptdF990 |
| Revenue Subtotal | 1295801 | RevenueSubtotal |
| Investment Expenses Not Included | 44737 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 12814 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 57551 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1353352 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1204008 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 154667 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 154667 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1049341 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 44737 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 12814 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 57551 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1106892 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| SPECIAL EVENT FUNDRAISING EXPENSES 17,763. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| INTEREST EXPENSE CHARITABLE GIFT ANNUITY 10,696. FOREIGN TAX WITHHELD AT SOURCE 2,118. | PART XI, LINE 4B - OTHER ADJUSTMENTS: | |
| SPECIAL EVENT FUNDRAISING EXPENSES 17,763. UNCOLLECTIBLE PLEDGES 136,904. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| INTEREST EXPENSE OF CHARITABLE GIFT ANNUITIES 10,696. FOREIGN TAX WITHHELD AT SOURCE 2,118. | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BID FOR BROTHERHOOD AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 56184 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 56184 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 17763 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 56184 | GrossReceiptsTotal |
| Gross Revenue Total Events | 56184 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 17763 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 17763 | DirectExpenseSummaryEvents |
| Net Income Summary | 38421 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| KAPPA ALPHA ORDER | |||||||
| 115 LIBERTY HALL ROAD P O BOX 1865 | LEXINGTON | VA | 24450 | 580310956 | 501(C)(7) | 3250 | EDUCATIONAL PROGRAMS DESCRIBED IN FORM 990 PART III. |
| GAMMA TRUSTEES | |||||||
| 1450 GREEN ST SUITE 230 | AUGUSTA | GA | 30901 | 501(C)(2) | 187184 | CONSTRUCTION OF AN EDUCATIONAL AREA BUILDING COMPONENT. | |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS TO GRADUATE AND UNDERGRADUATE STUDENTS. | TypeOfGrant |
| Number Of Recipients | 90 | NumberOfRecipients |
| Amount Of Cash Grant | 61800 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LARRY S WIESE | NamePerson |
| Title | SECRETARY | Title |
| Base Compensation Filing Org | 101619 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 128495 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 44857 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 10096 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 101619 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 183448 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | LARRY S WEISE | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TODD REAVES | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | TRUSTEE | Relationship |
| Amount Of Transaction | 3823 | AmountOfTransaction |
| Description Of Transaction | OMEGA FINANCIAL SERVICES | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 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, PART XI, LINE 9: | UNCOLLECTIBLE PLEDGES -136,904. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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. | AUDIT COMMITTEE |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAPPA ALPHA ORDER | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 LIBERYTY HALL ROAD | AddressLine1 |
| City | LEXINGTON | City |
| State | VA | State |
| ZIP Code | 24450 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | NATIONAL FRATERNITY | PrimaryActivities |
| Legal Domicile State | VA | LegalDomicileState |
| Exempt Code Section | 501(C) (7) | ExemptCodeSection |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (10 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| KAPPA ALPHA ORDER | |
| B | 3250 |
| KAPPA ALPHA ORDER | |
| D | 7274 |
| KAPPA ALPHA ORDER | |
| E | 740170 |
| KAPPA ALPHA ORDER | |
| J | 44900 |
| KAPPA APLHA ORDER | |
| N | 220996 |
| KAPPA ALPHA ORDER | |
| O | 185028 |
| KAPPA ALPHA ORDER | |
| P | 67447 |
| KAPPA ALPHA ORDER | |
| Q | 46679 |
| KAPPA ALPHA ORDER | |
| M | 99614 |
| KAPPA ALPHA ORDER | |
| R | 1178 |
Comments