2025-12-17T07:48:25-06:00 2025-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 9229 DELEGATES ROW STE 250 INDIANAPOLIS IN 46240 990 2024-07-01 261430902 KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION KAPP 3178761870 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 JENNIFER SCHMALTZ CHIEF EXECUTIVE OFFICER 3178761870 2025-12-02 1 1 CHRISTINE KEITH CPA P00963290 3173475200 2024 2025-03-06 01:10:19Z JEFFREY RISSER 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 30662353 0 X N/A X 2007 IN TO 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. 5 5 213 9 344936 333960 2529923 3541856 24073399 26594053 277094 230513 1201604 180683 28082020 30547105 5000 5013 0 0 2479615 3058407 131459 128926 0 22661086 25042270 25277160 28234616 2804860 2312489 90915700 90520754 57851131 55957595 33064569 34563159 TO 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. 0 0 THE 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. 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 X 141 0 1 213 1 1 1 0 0 0 1 1 0 53457 0 0 0 X 5 5 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 IN X X JEFFREY RISSER 3178761870 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 JENNIFER SCHMALTZ CEO/SECRETARY 5.00 45.00 X X 0 224907 23211 TERESA SMITH EXECUTIVE DIRECTOR 50.00 0.00 X X 0 114915 22398 LEAH A HARTMAN PRESIDENT 1.00 0.00 X X 0 0 0 NICOLE FRANK VICE PRESIDENT 1.00 0.00 X X 0 0 0 KELLIE DICKERSON VICE PRESIDENT/TREASURER 2.00 0.00 X X 0 0 0 JEFFREY RISSER CHIEF FINANCIAL OFFICER 20.00 30.00 X 0 161320 20956 MINDY YOUNG MARSHALL CHIEF ADMINISTRATION OFFICER 1.00 49.00 X 0 122767 17476 JULIANNE BUTLER CHIEF MARKETING OFFICER 0.00 50.00 X 0 118797 17140 HEATHER DARRING CHIEF INFORMATION OFFICER 0.00 50.00 X 0 89734 21475 MELISSA SHAUB DIRECTOR OF ED & LEAD 0.00 40.00 X 0 104608 16154 0 937048 138810 0 0 1 0 UPPER CRUST FOOD SERVICE LLC 2011 CORONA ROAD SUITE 203 COLUMBIA MO 65203 FOOD SERVICES 4686861 ROSEMARY FOOD SERVICE LLC 1440 WEST TAYLOR STREET 746 CHICAGO IL 60607 FOOD SERVICES 2043281 TILSON MSO INC 1530 AMERICAN WAY SUITE 200 GREENWOOD IN 46143 PAYROLL/HUMAN RESOURCE SERVICES 1721071 KITCHEN MANAGEMENT SOLUTIONS 6355 TOPANGA CANYON BLVD SUITE 215 WOODLAND HILLS CA 91367 FOOD SERVICES 582821 GILL GRILLING COMPANY PO BOX 2099 RESTON VA 20195 FOOD SERVICES 296483 16 3541856 3541856 HOUSING FEES 900099 23888235 23888235 HOUSE CORP PROGRAM FEES 900099 2429008 2429008 RENTAL INCOME FROM AFFILIATES 531110 276810 276810 26594053 318620 318620 53457 27141 26316 26316 26316 88107 -88107 -88107 -88107 OTHER INCOME 900099 120507 120507 GAIN ON CASUALTY LOSS 900099 32860 32860 CHAPTER SURPLUS 900099 1000 1000 154367 30547105 26748420 344936 -88107 5013 139351 2746145 34967 137944 57952 62456 128926 9976 41671 502067 7597731 204764 1730 2541665 4087616 616847 MEAL SERVICE EXPENSE 7571224 BAD DEBT EXPENSE 872659 CREDIT CARD FEES 615418 MISCELLANEOUS EXPENSE 142469 116025 28234616 2413252 1329308 5233642 8079408 664705 3008876 1899866 273596 13617 0 129785320 57275284 74965257 72510036 1310127 1984643 4415234 3334887 90915700 90520754 543813 915280 247152 352728 54042026 51981196 3018140 2708391 57851131 55957595 X 32399864 31554283 664705 3008876 33064569 34563159 90915700 90520754 X 2312489 8052 -821951 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4258161 4258161 104351473 38671546 65679927 3606661 2893321 713340 17569025 15710417 1858608 72510036 DUE TO RELATED ORGANIZATIONS 155959 DEPOSITS 1260552 RIGHT OF USE - LIABILITY 1291880 2708391 X 29730713 8052 -794810 -786758 30517471 29634 29634 30547105 28232123 27141 27141 28204982 29634 29634 28234616 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. X X X 0 PENNINGTON & COMPANY INC 501 GATEWAY DRIVE LAWRENCE KS 66049 FUNDRAISING CAMPAIGN 0 295469 126104 169365 295469 126104 169365 1 0 0 0 JENNIFER SCHMALTZ CEO/SECRETARY 0 224907 0 0 0 0 0 11684 0 11527 0 248118 0 0 JEFFREY RISSER CHIEF FINANCIAL OFFICER 0 161320 0 0 0 0 0 8801 0 12155 0 182276 0 0 PART I, LINE 3 THE 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. 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 6 THE 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 7A THE 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 11B THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S OFFICERS PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS THE POLICY AND ANY CONFLICTS OF INTEREST ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 18 THE 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 19 THE 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. KAPPA ALPHA THETA FRATERNITY INC 8740 FOUNDERS RD INDIANAPOLIS IN 46268 361305568 NATIONAL FRATERNITY ORGANIZATION IN 501(C)(7) 0 ETA LAMBDA FACILITIES CORPORATION OF KAPPA ALPHA THETA 8740 FOUNDERS RD INDIANAPOLIS IN 46268 510513776 HOUSE FACILITY CORPORATION CA 501(C)(7) KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION 1 ZETA IOTA HOUSE CORPORATION OF KAPPA ALPHA THETA FRATERNITY INC 8740 FOUNDERS RD INDIANAPOLIS IN 46268 475178072 HOUSE FACILITY CORPORATION VA 501(C)(7) KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION 1 KAPPA ALPHA THETA PHI HOUSE CORPORATION 8740 FOUNDERS RD INDIANAPOLIS IN 46268 946078694 HOUSE FACILITY CORPORATION CA 501(C)(7) KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1