Civic Intelligence

Kappa Sigma Fraternity

990 • Fiscal year 2019 • EIN 13-1714532

Jun 01, 2018 to May 31, 2019 • Filed on Mar 18, 2020

Organization ProfileWWW.KAPPASIGMA.ORG

View Organization Page

1610 Scottsville RdCharlottesville, VA 22902

(434) 295-3193

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.20x

Higher debt load relative to assets than 25% of similar nonprofits.

2019 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

22nd percentile

0.27x

Higher debt load relative to revenue than 22% of similar nonprofits.

2019 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2019

Net Margin

82nd percentile

10%

Higher net margin than 82% of similar nonprofits.

2019 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

57th percentile

$156,860

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2019 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2019

Asset Growth

88th percentile

13%

Faster asset growth than 88% of similar nonprofits.

2019 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

-0.5%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$7,762,121

Up $876,370 (+13%) from 2018

Net Assets

Up

$6,191,660

Up $504,616 (+8.9%) from 2018

Liabilities

Up

$1,570,461

Up $371,754 (+31%) from 2018

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin82nd percentile

Revenue

Down

$5,862,499

Down $26,911 (-0.5%) from 2018

Expenses

Down

$5,256,284

Down $801,209 (-13%) from 2018

Net Income

Up

$606,215

Up $774,298 (+461%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2012: $0Liabilities 2012: $02012Assets 2013: $6,430,330Liabilities 2013: $1,030,957Net Assets 2013: $5,399,3732013Assets 2014: $6,428,655Liabilities 2014: $963,246Net Assets 2014: $5,465,4092014Assets 2015: $6,460,557Liabilities 2015: $970,476Net Assets 2015: $5,490,0812015Assets 2016: $6,249,737Liabilities 2016: $1,005,997Net Assets 2016: $5,243,7402016Assets 2017: $6,992,544Liabilities 2017: $1,249,063Net Assets 2017: $5,743,4812017Assets 2018: $6,885,751Liabilities 2018: $1,198,707Net Assets 2018: $5,687,0442018Assets 2019: $7,762,121Liabilities 2019: $1,570,461Net Assets 2019: $6,191,6602019Assets 2020: $7,538,884Liabilities 2020: $1,990,908Net Assets 2020: $5,547,9762020Assets 2021: $8,450,150Liabilities 2021: $1,594,229Net Assets 2021: $6,855,9212021Assets 2022: $7,857,250Liabilities 2022: $989,095Net Assets 2022: $6,868,1552022Assets 2023: $7,524,824Liabilities 2023: $1,547,079Net Assets 2023: $5,977,7452023Assets 2024: $7,549,276Liabilities 2024: $1,283,377Net Assets 2024: $6,265,8992024Assets 2025: $8,362,877Liabilities 2025: $1,458,512Net Assets 2025: $6,904,3652025

Highlighted filing

2019

Assets$7,762,121
Liabilities$1,570,461
Net Assets$6,191,660
Open 2019 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2012: $168,941Expenses 2012: $169,893Net Income 2012: -$9522012Expenses 2013: $4,520,4242013Revenue 2014: $4,997,982Expenses 2014: $4,858,040Net Income 2014: $139,9422014Revenue 2015: $5,139,008Expenses 2015: $5,066,370Net Income 2015: $72,6382015Revenue 2016: $5,124,227Expenses 2016: $5,258,598Net Income 2016: -$134,3712016Revenue 2017: $5,410,658Expenses 2017: $5,172,624Net Income 2017: $238,0342017Revenue 2018: $5,889,410Expenses 2018: $6,057,493Net Income 2018: -$168,0832018Revenue 2019: $5,862,499Expenses 2019: $5,256,284Net Income 2019: $606,2152019Revenue 2020: $5,855,650Expenses 2020: $6,605,136Net Income 2020: -$749,4862020Revenue 2021: $5,004,287Expenses 2021: $4,424,825Net Income 2021: $579,4622021Revenue 2022: $5,863,607Expenses 2022: $5,483,274Net Income 2022: $380,3332022Revenue 2023: $6,038,827Expenses 2023: $6,646,261Net Income 2023: -$607,4342023Revenue 2024: $5,983,323Expenses 2024: $6,240,268Net Income 2024: -$256,9452024Revenue 2025: $7,784,408Expenses 2025: $5,993,473Net Income 2025: $1,790,9352025

Highlighted filing

2019

Revenue$5,862,499
Expenses$5,256,284
Net Income$606,215
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Mar 18, 2020
Return Version
2018v3.1
Gross Receipts
$6,801,741
Mission and Program Overview

Mission

To provide a forum for exchange of ideas relating to educational programs and leadership training to its undergraduate and alumni chapters.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,991,614$2,977,565▼ $14,049
Investments in Publicly Traded Securities$2,793,062$2,797,021▲ $3,959
Cash and Non-Interest-Bearing Accounts$264,392$1,018,058▲ $753,666
Prepaid Expenses and Deferred Charges$554,995$693,802▲ $138,807
Accounts Receivable$110,566$142,655▲ $32,089
Inventories for Sale or Use$102,134$65,370▼ $36,764
Total Assets$6,885,751$7,762,121▲ $876,370
Other Assets Total$68,988$67,650▼ $1,338
Liabilities
Deferred Revenue$361,166$619,872▲ $258,706
Other Liabilities$556,175$606,768▲ $50,593
Accounts Payable and Accrued Expenses$133,311$184,055▲ $50,744
Unsecured Notes Loans Payable$148,055$159,766▲ $11,711
Total Liabilities$1,198,707$1,570,461▲ $371,754
Net Assets / Fund Balance
Unrestricted Net Assets$5,687,044$6,191,660▲ $504,616
Total Net Assets Fund Balance$5,687,044$6,191,660▲ $504,616
Total Liabilities and Net Assets / Fund Balance$6,885,751$7,762,121▲ $876,370

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,357,738$1,007,155$3,364,893
Other Land Buildings$216,494$736,904$953,398
Land$403,333-$403,333
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mitchell B WilsonExecutive DirectorFT$131,199$25,661$156,860

Board Members and Trustees

NameTitle
Toby H TaylorWorthy Grand Master
Adam J MerillatWorthy Grand Master of Ceremonies
Justin a HansenWorthy Grand Procurator
Burton R TremblyWorthy Grand Scribe
Ronald K Holsey JrWorthy Grand Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$100
Program Service Revenue
$5,474,263
Investment Income
$117,033
Other Revenue
$271,103
All Other Contributions
$100
Change in Net Assets
$606,215

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,841,518
Revenue Not Reported on Financial Statements
$20,981
Revenue Not Reported on Form 990
$126,477
Total Revenue per Audited Statements
$5,967,995
Total Revenue per Form 990
$5,862,499
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,939,837
Salaries, Compensation, and Employee Benefits$1,227,302
Grants and Similar Amounts Paid$89,145
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance---$924,165
Other Salaries and Wages---$795,443
All Other Expenses---$586,840
Conferences and Meetings---$377,306
Information Technology---$359,529
Occupancy---$176,921
Travel---$167,319
Other Employee Benefits---$153,985
Other Expenses---$148,028
Current Officers, Directors, Trustees, and Key Employees---$147,214
Depreciation Depletion---$130,561
Fees for Services Other---$89,437
Grants to Domestic Orgs---$89,145
Payroll Taxes---$73,841
Pension Plan Contributions---$56,819
Interest---$35,681
Office Expenses---$31,164
Fees for Service Investment Mgmnt Fees---$20,981
Total Functional Expenses$0$0$0$5,256,284

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,443,762
Total Expenses per Form 990$5,256,284
Expenses per Audited Statements$5,235,303
Expenses Not Reported on Form 990$208,459
Expenses Not Reported on Financial Statements$20,981
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kappa Sigma Endowment FundCharlottesville, VA501(c)3TO ASSIST THE ENDOWMENT FUND WITH ITS ACCOUNTING AND ADMINISTRATIVE FUNTIONS AND INFRASTRUCTURESUPPORT OF THE ENDOWMENT FUND'S EXEMPT OPERATIONS-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Claims Liability$551,682
Funds Held in Trust$33,890
Capital Lease Payable$21,196
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the information return is sent to the supreme executive committee (sec) for review and commentary at least one week prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The fraternity requires annual disclosures from all employees, directors, trustees, and key employees regarding compliance with the policy and knowledge of any potential conflicts of interests.”

Form 990, Part VI, Section C, Line 18

“The fraternity's information returns (990,990-t, and determination letter) are available for public inspection upon request.”

Form 990, Part VI, Section C, Line 19

“The fraternity's governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Kappa Sigma Fraternity
EIN
13-1714532
Phone
4342953193
Address
1610 SCOTTSVILLE RD, CHARLOTTESVILLE, VA 22902

Signing Officer

Name
Chad R Gebhardt
Title
Director of Financial Operations
Phone
4342953193
Signed
2020-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chad R Gebhardt
Formed
1869
Legal Domicile
Va
Voting Board Members
5
Independent Board Members
5
Employees
31
Volunteers
1,100

Preparer

Firm
HANTZMON WIEBEL LLP CPA'S
Address
818 E JEFFERSON ST PO BOX 1408, CHARLOTTESVILLE, VA 22902
Preparer
Edward J Schmitz
Phone
4342962156
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Bank fees 127,757. Miscellaneous 107,108. Bad debts 95,940. New chapter/colony 74,359. Membership & awards 68,003. Membership inventory & supplies 65,854. Telephone 32,147. Equipment rental & maintenance 9,045. Interfraternity expense 6,627.”

FORM 990, PART XII, LINE 2C:

“Form 990, part xii, line 2c: the organization has an audit committee that assumes responsibility for the oversight of the audit and selection of the independent accountant.”

Financial Statement Notes

PART III, LINE 1A:

“The fraternity owns historical treasures which it has on loan to the kappa sigma endowment fund for display within its museum. These historical treasures are not recorded on the fraternity's balance sheet in accordance with u.s. Generally accepted accounting principles, as they are held for public exhibition. The historical treasures additionally are protected, preserved and kept unencumbered. The fraternity does not solicit donations of historical treasures but does accept unsolicited gifts of historical treasures. No donations of any historical treasures were accepted during the years ended may 31, 2019 and 2018. The fraternity has loaned its historical treasures to the kappa sigma endowment fund both in order to provide a forum for the education of the fraternity's undergraduate membership on the international history of the fraternity and to honor the alumni membership of the fraternity falling within the fraternity's "a greater cause" programming.”

PART III, LINE 4:

“The fraternity's historical treasures comprise of various works of art and other historical items related to the history of the organization and its members for purposes of providing a forum for the education of the fraternity's undergraduate membership on the international history of the fraternity while honoring the alumni membership of the fraternity falling within the fraternity's "a greater cause" programming.”

PART X, LINE 2:

“The fraternity has reviewed and evaluated the relevant technical merits of each of its tax positions in accordance with guidance established by the financial accounting standards board and determined that there are no uncertain tax positions that would have a material impact on the consolidated financial statements of the fraternity.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 1,860. Related organization's contributions reported on separate 990 226,216.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 1,860. Related organization's distributions reported on separate 990 206,599.”

Raw XML AppendixShowing 400 of 497 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0133311
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0184055
IRS990/AccountsReceivableGrp/BOYAmt0110566
IRS990/AccountsReceivableGrp/EOYAmt0142655
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE A FORUM FOR EXCHANGE OF IDEAS RELATING TO EDUCATIONAL PROGRAMS AND LEADERSHIP TRAINING TO ITS UNDERGRADUATE AND ALUMNI CHAPTERS.
IRS990/AllOtherContributionsAmt0100
IRS990/AllOtherExpensesGrp/TotalAmt0586840
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHAD R GEBHARDT
IRS990/BooksInCareOfDetail/PhoneNum04342953193
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01610 SCOTTSVILLE RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTESVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022902
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0264392
IRS990/CashNonInterestBearingGrp/EOYAmt01018058
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd01
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0147214
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt0377306
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CostOfGoodsSoldAmt01860
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0100
IRS990/CYGrantsAndSimilarPaidAmt089145
IRS990/CYInvestmentIncomeAmt0117033
IRS990/CYOtherExpensesAmt03939837
IRS990/CYOtherRevenueAmt0271103
IRS990/CYProgramServiceRevenueAmt05474263
IRS990/CYRevenuesLessExpensesAmt0606215
IRS990/CYSalariesCompEmpBnftPaidAmt01227302
IRS990/CYTotalExpensesAmt05256284
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05862499
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0361166
IRS990/DeferredRevenueGrp/EOYAmt0619872
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt0130561
IRS990/Desc0LIABILITY COVERAGE MANAGEMENT PROGRAM - REPRESENTS EXPENSES IN CONJUCTION WITH LIABILITY INSURANCE COVERAGE AND RELATED CLAIMS EXPENSE, WHICH IS EXTENDED TO 305 INDIVIDUAL CHAPTERS OF THE FRATERNITY, THEIR OFFICERS AND FRATERNITY APPOINTED VOLUNTEERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt031
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt089437
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt020981
IRS990/ForeignActivitiesInd00
IRS990/ForeignCountryCd0CA
IRS990/ForeignFinancialAccountInd01
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt215.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt315.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt415.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt525661
IRS990/Form990PartVIISectionAGrp/PersonNm0ADAM J MERILLAT
IRS990/Form990PartVIISectionAGrp/PersonNm1TOBY H TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm2JUSTIN A HANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm3BURTON R TREMBLY
IRS990/Form990PartVIISectionAGrp/PersonNm4RONALD K HOLSEY JR
IRS990/Form990PartVIISectionAGrp/PersonNm5MITCHELL B WILSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5131199
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0WORTHY GRAND MASTER OF CEREMONIES
IRS990/Form990PartVIISectionAGrp/TitleTxt1WORTHY GRAND MASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt2WORTHY GRAND PROCURATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3WORTHY GRAND SCRIBE
IRS990/Form990PartVIISectionAGrp/TitleTxt4WORTHY GRAND TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01869
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-9105
IRS990/GainOrLossGrp/SecuritiesAmt025844
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticOrgsGrp/TotalAmt089145
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0954121
IRS990/GrossReceiptsAmt06801741
IRS990/GrossReceiptsForPublicUseAmt00
IRS990/GrossSalesOfInventoryAmt064211
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0359529
IRS990/InitiationFeesAndCapContriAmt01432665
IRS990/InsuranceGrp/TotalAmt0924165
IRS990/InterestGrp/TotalAmt035681
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0102134
IRS990/InventoriesForSaleOrUseGrp/EOYAmt065370
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0100294
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0100294
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02793062
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02797021
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01744059
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02991614
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02977565
IRS990/LandBldgEquipCostOrOtherBssAmt04721624
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt09105
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0928277
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE A FORUM FOR EXCHANGE OF IDEAS RELATING TO EDUCATIONAL PROGRAMS AND LEADERSHIP TRAINING TO ITS UNDERGRADUATE AND ALUMNI CHAPTERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05687044
IRS990/NetAssetsOrFundBalancesEOYAmt06191660
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt016739
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016739
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt062351
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt062351
IRS990/NetUnrelatedBusTxblIncmAmt0-13509
IRS990/NetUnrlzdGainsLossesInvstAmt0-101599
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0176921
IRS990/OfficeExpensesGrp/TotalAmt031164
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt068988
IRS990/OtherAssetsTotalGrp/EOYAmt067650
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0153985
IRS990/OtherExpensesGrp/Desc0EDUCATIONAL EXPENSES
IRS990/OtherExpensesGrp/Desc1LIABILITY COVERAGE MGMT
IRS990/OtherExpensesGrp/Desc2POSTAGE & SHIPPING
IRS990/OtherExpensesGrp/Desc3PRINTING & PUBLICATIONS
IRS990/OtherExpensesGrp/TotalAmt0421843
IRS990/OtherExpensesGrp/TotalAmt1275277
IRS990/OtherExpensesGrp/TotalAmt2194785
IRS990/OtherExpensesGrp/TotalAmt3148028
IRS990/OtherLiabilitiesGrp/BOYAmt0556175
IRS990/OtherLiabilitiesGrp/EOYAmt0606768
IRS990/OtherRevenueMiscGrp/BusinessCd0541800
IRS990/OtherRevenueMiscGrp/BusinessCd1525990
IRS990/OtherRevenueMiscGrp/Desc0MAGAZINE ADVERTISING
IRS990/OtherRevenueMiscGrp/Desc1FINANCE CHARGES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt017714
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt028928
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt117714
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt028928
IRS990/OtherRevenueTotalAmt046642
IRS990/OtherSalariesAndWagesGrp/TotalAmt0795443
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt073841
IRS990/PensionPlanContributionsGrp/TotalAmt056819
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0554995
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0693802
IRS990/PrincipalOfficerNm0CHAD R GEBHARDT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0CHAPTER RISK MGMT
IRS990/ProgramServiceRevenueGrp/Desc1DUES & ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/Desc2SPECIAL EVENTS
IRS990/ProgramServiceRevenueGrp/Desc3RECRUITMENT/EXPANSION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02669001
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12247771
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2340039
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt353575
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02669001
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12247771
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2340039
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt353575
IRS990/ProgSrvcAccomActy2Grp/Desc0BROTHERS IN ACTION - INCLUDES EXPENSES INCURRED TO MAINTAIN AND PROMOTE THE FRATERNITY'S 305 INDIVIDUAL CHAPTERS AND COLONIES. THESE EXPENSES INCLUDE THE FRATERNITY'S PROGRAMS DIRECTED AT DEVELOPMENT AND EDUCATION OF ITS UNDERGRADUATE MEMBERSHIP, INCLUDING LEADERSHIP SKILLS TRAINING, PERSONAL RESPONSIBILITY AND ACCOUNTABILITY, TIME MANAGEMENT TECHNIQUES, GOAL SETTING STRATEGIES, VALUES AND ETHICS EDUCATION, WORLD AND U.S. HISTORY PROGRAMS, ALCOHOL AND SUBSTANCE ABUSE PREVENTION AND EDUCATION, AND PEER INTERVENTION TECHNIQUES.
IRS990/ProgSrvcAccomActy3Grp/Desc0CHAMPION QUEST - THE CHAMPION QUEST RECRUITMENT TRAINING AND PROGRAMMING PROCESS DEVELOPED BY THE FRATERNITY EDUCATES THE MEMBERSHIP ON THE SKILLS OF NETWORKING, MARKETING, EVENT PLANNING AND PROGRAMMING, AND ADVANCEMENT OF THE GENERAL EDUCATIONAL MISSION OF THE HOST INSTITUTION AND THE FRATERNITY.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0LEADERSHIP CONFERENCES/CONCLAVE - REPRESENT ALTERNATING BIENNIAL CONFERENCES OFFERING A CONCENTRATED OPPORTUNITY FOR TEACHING AND TRAINING, THE EXCHANGE OF IDEAS, AND THE DISCUSSION OF NUMEROUS TOPICS AMONG THE FRATERNITY'S UNDERGRADUATE AND ALUMNI MEMBERSHIP.CADUCEUS MAGAZINE - PRODUCTION AND MAILING OF THE FRATERNITY'S QUARTERLY MAGAZINE.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1A GREATER CAUSE - THIS PROGRAM INCLUDES ALUMNI DEVELOPMENT EXPENSES RELATED TO THE FRATERNITY'S EFFORTS TO PROMOTE CONTINUING EDUCATION, LEADERSHIP DEVELOPMENT, LIFE SKILLS TRAINING, COMMUNITY INVOLVEMENT AND RECOGNITION FOR ITS APPROXIMATELY 210,000 ALUMNI MEMBERS. A GREATER CAUSE ADVOCATES ALUMNI OF THE FRATERNITY BECOMING INVOLVED AS ADVISORS AND MENTORS BOTH TO COMMUNITY GROUPS AND TO UNDERGRADUATE MEMBERS AND CHAPTERS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0100
IRS990/PYGrantsAndSimilarPaidAmt093078
IRS990/PYInvestmentIncomeAmt0110802
IRS990/PYOtherExpensesAmt04646558
IRS990/PYOtherRevenueAmt0317376
IRS990/PYProgramServiceRevenueAmt05461132
IRS990/PYRevenuesLessExpensesAmt0-168083
IRS990/PYSalariesCompEmpBnftPaidAmt01317857
IRS990/PYTotalExpensesAmt06057493
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05889410
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0606215
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0162110
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt0162110
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02357738
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01007155
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03364893
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/ExpensesNotReportedAmt0208459
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt020981
IRS990ScheduleD/ExpensesSubtotalAmt05235303
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt020981
IRS990ScheduleD/InvestmentExpensesNotIncldAmt020981
IRS990ScheduleD/LandGrp/BookValueAmt0403333
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0403333
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-101599
IRS990ScheduleD/OtherExpensesIncludedAmt0208459
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0216494
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0736904
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0953398
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt033890
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1551682
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt221196
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ESTIMATED CLAIMS LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CAPITAL LEASE PAYABLE
IRS990ScheduleD/OtherRevenueAmt0228076
IRS990ScheduleD/RevenueNotReportedAmt0126477
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt020981
IRS990ScheduleD/RevenueSubtotalAmt05841518
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FRATERNITY OWNS HISTORICAL TREASURES WHICH IT HAS ON LOAN TO THE KAPPA SIGMA ENDOWMENT FUND FOR DISPLAY WITHIN ITS MUSEUM. THESE HISTORICAL TREASURES ARE NOT RECORDED ON THE FRATERNITY'S BALANCE SHEET IN ACCORDANCE WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, AS THEY ARE HELD FOR PUBLIC EXHIBITION. THE HISTORICAL TREASURES ADDITIONALLY ARE PROTECTED, PRESERVED AND KEPT UNENCUMBERED. THE FRATERNITY DOES NOT SOLICIT DONATIONS OF HISTORICAL TREASURES BUT DOES ACCEPT UNSOLICITED GIFTS OF HISTORICAL TREASURES. NO DONATIONS OF ANY HISTORICAL TREASURES WERE ACCEPTED DURING THE YEARS ENDED MAY 31, 2019 AND 2018. THE FRATERNITY HAS LOANED ITS HISTORICAL TREASURES TO THE KAPPA SIGMA ENDOWMENT FUND BOTH IN ORDER TO PROVIDE A FORUM FOR THE EDUCATION OF THE FRATERNITY'S UNDERGRADUATE MEMBERSHIP ON THE INTERNATIONAL HISTORY OF THE FRATERNITY AND TO HONOR THE ALUMNI MEMBERSHIP OF THE FRATERNITY FALLING WITHIN THE FRATERNITY'S "A GREATER CAUSE" PROGRAMMING.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FRATERNITY'S HISTORICAL TREASURES COMPRISE OF VARIOUS WORKS OF ART AND OTHER HISTORICAL ITEMS RELATED TO THE HISTORY OF THE ORGANIZATION AND ITS MEMBERS FOR PURPOSES OF PROVIDING A FORUM FOR THE EDUCATION OF THE FRATERNITY'S UNDERGRADUATE MEMBERSHIP ON THE INTERNATIONAL HISTORY OF THE FRATERNITY WHILE HONORING THE ALUMNI MEMBERSHIP OF THE FRATERNITY FALLING WITHIN THE FRATERNITY'S "A GREATER CAUSE" PROGRAMMING.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE FRATERNITY HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH GUIDANCE ESTABLISHED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS OF THE FRATERNITY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3COST OF GOODS SOLD 1,860. RELATED ORGANIZATION'S CONTRIBUTIONS REPORTED ON SEPARATE 990 226,216.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4COST OF GOODS SOLD 1,860. RELATED ORGANIZATION'S DISTRIBUTIONS REPORTED ON SEPARATE 990 206,599.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 1A:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02977565
IRS990ScheduleD/TotalExpensesPerForm990Amt05256284
IRS990ScheduleD/TotalLiabilityAmt0606768
IRS990ScheduleD/TotalRevenuePerForm990Amt05862499
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05967995
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05443762
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt088873
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0ACCOUNTING AND ADMINISTRATIVE SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ASSIST THE ENDOWMENT FUND WITH ITS ACCOUNTING AND ADMINISTRATIVE FUNTIONS AND INFRASTRUCTURESUPPORT OF THE ENDOWMENT FUND'S EXEMPT OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0KAPPA SIGMA ENDOWMENT FUND
IRS990ScheduleI/RecipientTable/RecipientEIN0366018518
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01610 SCOTTSVILLE RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHARLOTTESVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd022902
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV - EMPLOYEE RATES
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0131199
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt07836
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt017825
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MITCHELL B WILSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0156860
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE INFORMATION RETURN IS SENT TO THE SUPREME EXECUTIVE COMMITTEE (SEC) FOR REVIEW AND COMMENTARY AT LEAST ONE WEEK PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FRATERNITY REQUIRES ANNUAL DISCLOSURES FROM ALL EMPLOYEES, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES REGARDING COMPLIANCE WITH THE POLICY AND KNOWLEDGE OF ANY POTENTIAL CONFLICTS OF INTERESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FRATERNITY'S INFORMATION RETURNS (990,990-T, AND DETERMINATION LETTER) ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FRATERNITY'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES 127,757. MISCELLANEOUS 107,108. BAD DEBTS 95,940. NEW CHAPTER/COLONY 74,359. MEMBERSHIP & AWARDS 68,003. MEMBERSHIP INVENTORY & SUPPLIES 65,854. TELEPHONE 32,147. EQUIPMENT RENTAL & MAINTENANCE 9,045. INTERFRATERNITY EXPENSE 6,627.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0ALBEMARLE CARTER MOUNTAINS TRUST
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt1ALBEMARLE CARTER MOUNTAINS MANAGEMENT CO LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0131714532
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN1131714532
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt02767195
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd1DE
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0HOLD ASSETS IN TRUST FOR THE BENEFIT OF THE FRATERNITY
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt1TRUSTEE OF THE ALBEMARLE CARTER MOUNTAINS TRUST
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt01610 SCOTTSVILLE RD
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt11610 SCOTTSVILLE RD
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0CHARLOTTESVILLE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm1CHARLOTTESVILLE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd1VA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd022902
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd122902
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0KAPPA SIGMA FRATERNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0A GREATER CAUSE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0371647978
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE SCHOLARSHIP, LEADERSHIP, & FELLOWSHIP GRANTS TO 501(C)(3) ORGS.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01610 SCOTTSVILLE RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHARLOTTESVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd022902
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,762,121
Liabilities
$1,570,461
Net assets
$6,191,660
Revenue
$5,862,499
Expenses
$5,256,284
Net income
$606,215
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.36$1.46$6.90$7.78$5.99$1.79
2024Detailed filing. Detailed filing data is available for this year.$7.55$1.28$6.27$5.98$6.24$0.26
2023Detailed filing. Detailed filing data is available for this year.$7.52$1.55$5.98$6.04$6.65$0.61
2022Detailed filing. Detailed filing data is available for this year.$7.86$0.99$6.87$5.86$5.48$0.38
2021Detailed filing. Detailed filing data is available for this year.$8.45$1.59$6.86$5.00$4.42$0.58
2020Detailed filing. Detailed filing data is available for this year.$7.54$1.99$5.55$5.86$6.61$0.75
2019Detailed filing. Detailed filing data is available for this year.$7.76$1.57$6.19$5.86$5.26$0.61
2018Detailed filing. Detailed filing data is available for this year.$6.89$1.20$5.69$5.89$6.06$0.17
2017Detailed filing. Detailed filing data is available for this year.$6.99$1.25$5.74$5.41$5.17$0.24
2016Detailed filing. Detailed filing data is available for this year.$6.25$1.01$5.24$5.12$5.26$0.13
2015Detailed filing. Detailed filing data is available for this year.$6.46$0.97$5.49$5.14$5.07$0.07
2014Detailed filing. Detailed filing data is available for this year.$6.43$0.96$5.47$5.00$4.86$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.43$1.03$5.40$4.52
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.17$0.17$0.00