FURP.ORG / PUBLIC DATA EXPLORER

KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION (EIN 26-1430902)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-12-17
IRS object ID
202543519349300504
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-12-17T07:48:25-06:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN882730877PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19229 DELEGATES ROW STE 250AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261430902EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KAPPA ALPHA THETA FRATERNITY HOUSINGBusinessNameLine1Txt
Business Name Line2CORPORATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlKAPPBusinessNameControlTxt
Phone3178761870PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18740 FOUNDERS ROADAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46268ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER SCHMALTZPersonNm
Person TitleCHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone3178761870PhoneNum
Signature2025-12-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE KEITH CPAPreparerPersonNm
PTINP00963290PTIN
Phone3173475200PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJEFFREY RISSERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18740 FOUNDERS ROADAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46268ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$30,662,353GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2007FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTO HOLD TITLE TO OR TO RENT REAL AND PERSONAL PROPERTY TO BE USED FOR HOUSING AND MEETING PURPOSES OF COLLEGE CHAPTERS OF KAPPA ALPHA THETA FRATERNITY, INC. FOR THE BENEFIT OF THE FRATERNITY'S MEMBERS.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee213TotalEmployeeCnt
Total Volunteers9TotalVolunteersCnt
Total Gross UBI$344,936TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$333,960NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,529,923PYContributionsGrantsAmt
CY Contributions Grants$3,541,856CYContributionsGrantsAmt
PY Program Service Revenue$24,073,399PYProgramServiceRevenueAmt
CY Program Service Revenue$26,594,053CYProgramServiceRevenueAmt
PY Investment Income$277,094PYInvestmentIncomeAmt
CY Investment Income$230,513CYInvestmentIncomeAmt
PY Other Revenue$1,201,604PYOtherRevenueAmt
CY Other Revenue$180,683CYOtherRevenueAmt
PY Total Revenue$28,082,020PYTotalRevenueAmt
CY Total Revenue$30,547,105CYTotalRevenueAmt
PY Grants And Similar Paid$5,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,013CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,479,615PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,058,407CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$131,459PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$128,926CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$22,661,086PYOtherExpensesAmt
CY Other Expenses$25,042,270CYOtherExpensesAmt
PY Total Expenses$25,277,160PYTotalExpensesAmt
CY Total Expenses$28,234,616CYTotalExpensesAmt
PY Revenues Less Expenses$2,804,860PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,312,489CYRevenuesLessExpensesAmt
Total Assets BOY$90,915,700TotalAssetsBOYAmt
Total Assets EOY$90,520,754TotalAssetsEOYAmt
Total Liabilities BOY$57,851,131TotalLiabilitiesBOYAmt
Total Liabilities EOY$55,957,595TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$33,064,569NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$34,563,159NetAssetsOrFundBalancesEOYAmt
MissionTO HOLD TITLE TO OR TO RENT REAL AND PERSONAL PROPERTY TO BE USED FOR HOUSING AND MEETING PURPOSES OF COLLEGE CHAPTERS OF KAPPA ALPHA THETA FRATERNITY, INC. FOR THE BENEFIT OF THE FRATERNITY'S MEMBERS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE ORGANIZATION ADMINISTERS HOUSING AND OPERATIONS AT VARIOUS COLLEGE CAMPUSES AS WELL AS OVERSEES ADMINISTRATION OF HOUSING AND OPERATIONS OF LOCAL HOUSING CORPORATIONS AT VARIOUS COLLEGE CAMPUSES.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document141IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee213EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$53,457GrossReceiptsForPublicUseAmt
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEFFREY RISSERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3178761870PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18740 FOUNDERS ROADAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46268ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JENNIFER SCHMALTZ
CEO/SECRETARY5.0045.00Yes (X)Yes (X)$0$224,907$23,211
TERESA SMITH
EXECUTIVE DIRECTOR50.000.00Yes (X)Yes (X)$0$114,915$22,398
LEAH A HARTMAN
PRESIDENT1.000.00Yes (X)Yes (X)$0$0$0
NICOLE FRANK
VICE PRESIDENT1.000.00Yes (X)Yes (X)$0$0$0
KELLIE DICKERSON
VICE PRESIDENT/TREASURER2.000.00Yes (X)Yes (X)$0$0$0
JEFFREY RISSER
CHIEF FINANCIAL OFFICER20.0030.00Yes (X)$0$161,320$20,956
MINDY YOUNG MARSHALL
CHIEF ADMINISTRATION OFFICER1.0049.00Yes (X)$0$122,767$17,476
JULIANNE BUTLER
CHIEF MARKETING OFFICER0.0050.00Yes (X)$0$118,797$17,140
HEATHER DARRING
CHIEF INFORMATION OFFICER0.0050.00Yes (X)$0$89,734$21,475
MELISSA SHAUB
DIRECTOR OF ED & LEAD0.0040.00Yes (X)$0$104,608$16,154
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$937,048TotReportableCompRltdOrgAmt
Total Other Compensation$138,810TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
UPPER CRUST FOOD SERVICE LLC
2011 CORONA ROAD SUITE 203COLUMBIAMO65203FOOD SERVICES$4,686,861
ROSEMARY FOOD SERVICE LLC
1440 WEST TAYLOR STREET 746CHICAGOIL60607FOOD SERVICES$2,043,281
TILSON MSO INC
1530 AMERICAN WAY SUITE 200GREENWOODIN46143PAYROLL/HUMAN RESOURCE SERVICES$1,721,071
KITCHEN MANAGEMENT SOLUTIONS
6355 TOPANGA CANYON BLVD SUITE 215WOODLAND HILLSCA91367FOOD SERVICES$582,821
GILL GRILLING COMPANY
PO BOX 2099RESTONVA20195FOOD SERVICES$296,483
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K16CntrctRcvdGreaterThan100KCnt
All Other Contributions$3,541,856AllOtherContributionsAmt
Total Contributions$3,541,856TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
HOUSING FEES900099$23,888,235$23,888,235
HOUSE CORP PROGRAM FEES900099$2,429,008$2,429,008
RENTAL INCOME FROM AFFILIATES531110$276,810$276,810
FieldValueIRS element (for citing)
Total Program Service Revenue$26,594,053TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$318,620TotalRevenueColumnAmt
Unrelated Business Revenue$318,620UnrelatedBusinessRevenueAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$53,457RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$27,141RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$26,316RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,316TotalRevenueColumnAmt
Unrelated Business Revenue$26,316UnrelatedBusinessRevenueAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$88,107OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$88,107OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$88,107TotalRevenueColumnAmt
Exclusion-$88,107ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
OTHER INCOME900099$120,507$120,507
GAIN ON CASUALTY LOSS900099$32,860$32,860
CHAPTER SURPLUS900099$1,000$1,000
FieldValueIRS element (for citing)
Other Revenue Total$154,367OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,547,105TotalRevenueColumnAmt
Related Or Exempt Func Income$26,748,420RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$344,936UnrelatedBusinessRevenueAmt
Exclusion-$88,107ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,013TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$139,351TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,746,145TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$34,967TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$137,944TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$57,952TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$62,456TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$128,926TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$9,976TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$41,671TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$502,067TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,597,731TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$204,764TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,730TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,541,665TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,087,616TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$616,847TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
MEAL SERVICE EXPENSE$7,571,224
BAD DEBT EXPENSE$872,659
CREDIT CARD FEES$615,418
MISCELLANEOUS EXPENSE$142,469

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$116,025TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$28,234,616TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,413,252BOYAmt
EOY$1,329,308EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,233,642BOYAmt
EOY$8,079,408EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$664,705BOYAmt
EOY$3,008,876EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,899,866BOYAmt
EOY$273,596EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$13,617BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$129,785,320LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$57,275,284LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$74,965,257BOYAmt
EOY$72,510,036EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,310,127BOYAmt
EOY$1,984,643EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,415,234BOYAmt
EOY$3,334,887EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$90,915,700BOYAmt
EOY$90,520,754EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$543,813BOYAmt
EOY$915,280EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$247,152BOYAmt
EOY$352,728EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$54,042,026BOYAmt
EOY$51,981,196EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,018,140BOYAmt
EOY$2,708,391EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$57,851,131BOYAmt
EOY$55,957,595EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$32,399,864BOYAmt
EOY$31,554,283EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$664,705BOYAmt
EOY$3,008,876EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$33,064,569BOYAmt
EOY$34,563,159EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$90,915,700BOYAmt
EOY$90,520,754EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,312,489ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$8,052NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$821,951OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,258,161OtherCostOrOtherBasisAmt
Book Value$4,258,161BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$104,351,473OtherCostOrOtherBasisAmt
Depreciation$38,671,546DepreciationAmt
Book Value$65,679,927BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,606,661OtherCostOrOtherBasisAmt
Depreciation$2,893,321DepreciationAmt
Book Value$713,340BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$17,569,025OtherCostOrOtherBasisAmt
Depreciation$15,710,417DepreciationAmt
Book Value$1,858,608BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$72,510,036TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO RELATED ORGANIZATIONS$155,959
DEPOSITS$1,260,552
RIGHT OF USE - LIABILITY$1,291,880
FieldValueIRS element (for citing)
Total Liability$2,708,391TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$29,730,713TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$8,052NetUnrealizedGainsInvstAmt
Other Revenue-$794,810OtherRevenueAmt
Revenue Not Reported-$786,758RevenueNotReportedAmt
Revenue Subtotal$30,517,471RevenueSubtotalAmt
Other Revenues Not Included$29,634OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$29,634RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$30,547,105TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$28,232,123TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$27,141OtherExpensesIncludedAmt
Expenses Not Reported$27,141ExpensesNotReportedAmt
Expenses Subtotal$28,204,982ExpensesSubtotalAmt
Other Expenses Not Included$29,634OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$29,634ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$28,234,616TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE HOUSING CORPORATION HAS EVALUATED TAX POSITIONS TAKEN IN THE TAX RETURNS FILED AND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS DEFINED BY GENERALLY ACCEPTED ACCOUNTING STANDARDS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN FAIR VALUE OF INTEREST RATE DERIVATIVE -1,049,132. NET ASSET CONTRIBUTION FROM DISSOLVED FACILITY CORPORATIONS 227,181. NON-MEMBER RENTAL EXPENSES INCLUDED IN NET RENTAL ACTIVITIES ON 990 27,141.
PART XI, LINE 4B - OTHER ADJUSTMENTS:OTHER RECONCILING ITEMS 29,634.
PART XII, LINE 2D - OTHER ADJUSTMENTS:NON-MEMBER RENTAL EXPENSES INCLUDED 27,141.
PART XII, LINE 4B - OTHER ADJUSTMENTS:OTHER RECONCILING ITEMS 29,634.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
Agrmt Prof Fundraising Acty0AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1PENNINGTON & COMPANY INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1501 GATEWAY DRIVEAddressLine1Txt
CityLAWRENCECityNm
State AbbreviationKSStateAbbreviationCd
ZIP66049ZIPCd
FieldValueIRS element (for citing)
ActivityFUNDRAISING CAMPAIGNActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$295,469GrossReceiptsAmt
Retained By Contractor$126,104RetainedByContractorAmt
Net To Organization$169,365NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$295,469TotalGrossReceiptsAmt
Total Retained By Contractors$126,104TotalRetainedByContractorsAmt
Total Net To Organization$169,365TotalNetToOrganizationAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JENNIFER SCHMALTZ
CEO/SECRETARY$0$224,907$0$0$0$0$0$11,684$0$11,527$0$248,118$0$0
JEFFREY RISSER
CHIEF FINANCIAL OFFICER$0$161,320$0$0$0$0$0$8,801$0$12,155$0$182,276$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION'S EXECUTIVE DIRECTOR IS COMPENSATED THROUGH KAPPA ALPHA THETA FRATERNITY. THE ORGANIZATION ALSO USED THE SERVICES OF KAPPA ALPHA THETA FRATERNITY'S CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER (A RELATED ORGANIZATION, SEE SCHEDULE R). THE FRATERNITY ESTABLISHES THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER USING A COMPENSATION COMMITTEE, REVIEW OF FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE COMPENSATION COMMITTEE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 2A:THE ORGANIZATION REIMBURSES KAPPA ALPHA THETA FRATERNITY FOR THE USE OF THEIR EMPLOYEES. THE REIMBURSEMENT OF SHARED EMPLOYEES HAS BEEN PROPERLY REPORTED ON SCHEDULE R, PART V, LINE 1
FORM 990, PART VI, SECTION A, LINE 6THE RELATED FRATERNITY HAS CONVENTION DELEGATES THAT CAN ELECT MEMBERS OF THE FRATERNITY'S GOVERNING BODY. THE FRATERNITY'S CHIEF EXECUTIVE OFFICER IS AUTOMATICALLY ON THE BOARD OF DIRECTORS OF THE ORGANIZATION BY VIRTUE OF THEIR POSITION ON THE FRATERNITY'S GOVERNING BODY. ONE COUNCIL MEMBER IS SELECTED BY ALL OF THE COUNCIL AND TWO MEMBERS ARE APPOINTED BY THE ORGANIZATION'S BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7ATHE RELATED FRATERNITY HAS CONVENTION DELEGATES THAT CAN ELECT MEMBERS OF THE FRATERNITY'S GOVERNING BODY. THE FRATERNITY'S CHIEF EXECUTIVE OFFICER IS AUTOMATICALLY ON THE BOARD OF DIRECTORS OF THE ORGANIZATION BY VIRTUE OF THEIR POSITION ON THE FRATERNITY'S GOVERNING BODY. ONE COUNCIL MEMBER IS SELECTED BY ALL OF THE COUNCIL AND TWO MEMBERS ARE APPOINTED BY THE ORGANIZATION'S BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY THE ORGANIZATION'S OFFICERS PRIOR TO BEING FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION REVIEWS THE POLICY AND ANY CONFLICTS OF INTEREST ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION C, LINE 18THE ORGANIZATION MAKES ITS ANNUAL FORM(S) 990 AND 990-T (IF APPLICABLE) AND ITS FORM 1024 AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART XI, LINE 9:NET ASSET CONTRIBUTION FROM DISSOLVED FACILITY CORPORATIONS 227,181. CHANGE IN FAIR VALUE OF INTEREST RATE DERIVATIVE -1,049,132.
FORM 990, PART XII, LINE 2C:THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSEEING THE AUDIT OF ITS FINANCIAL STATEMENTS AS WELL AS SELECTING AN INDEPENDENT ACCOUNTANT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
KAPPA ALPHA THETA FRATERNITY INC
8740 FOUNDERS RDINDIANAPOLISIN46268361305568NATIONAL FRATERNITY ORGANIZATIONIN501(C)(7)0
ETA LAMBDA FACILITIES CORPORATION OF KAPPA ALPHA THETA
8740 FOUNDERS RDINDIANAPOLISIN46268510513776HOUSE FACILITY CORPORATIONCA501(C)(7)Yes (1)KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION
ZETA IOTA HOUSE CORPORATION OF KAPPA ALPHA THETA FRATERNITY INC
8740 FOUNDERS RDINDIANAPOLISIN46268475178072HOUSE FACILITY CORPORATIONVA501(C)(7)Yes (1)KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION
KAPPA ALPHA THETA PHI HOUSE CORPORATION
8740 FOUNDERS RDINDIANAPOLISIN46268946078694HOUSE FACILITY CORPORATIONCA501(C)(7)Yes (1)KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd