Civic Intelligence

Kappa Sigma Fraternity

990 • Fiscal year 2020 • EIN 13-1714532

Jun 01, 2019 to May 31, 2020 • Filed on Apr 14, 2021

Organization ProfileWWW.KAPPASIGMA.ORG

View Organization Page

1610 Scottsville RdCharlottesville, VA 22901

(434) 295-3193

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.26x

Higher debt load relative to assets than 32% of similar nonprofits.

2020 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

25th percentile

0.34x

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

2020 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2020

Net Margin

10th percentile

-13%

Higher net margin than 10% of similar nonprofits.

2020 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

60th percentile

$157,368

Higher top officer pay than 60% of similar nonprofits.

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

2020 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2020

Asset Growth

24th percentile

-2.9%

Faster asset growth than 24% of similar nonprofits.

2020 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

60th percentile

-0.1%

Faster revenue growth than 60% of similar nonprofits.

2020 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$7,538,884

Down $223,237 (-2.9%) from 2019

Net Assets

Down

$5,547,976

Down $643,684 (-10%) from 2019

Liabilities

Up

$1,990,908

Up $420,447 (+27%) from 2019

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin10th percentile

Revenue

Down

$5,855,650

Down $6,849 (-0.1%) from 2019

Expenses

Up

$6,605,136

Up $1,348,852 (+26%) from 2019

Net Income

Down

-$749,486

Down $1,355,701 (-224%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2020

Assets$7,538,884
Liabilities$1,990,908
Net Assets$5,547,976
Open 2020 Filing

Operations Trend

Revenue Growth60th 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

2020

Revenue$5,855,650
Expenses$6,605,136
Net Income-$749,486
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Apr 14, 2021
Return Version
2019v5.0
Gross Receipts
$6,426,138
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$2,977,565$3,001,556▲ $23,991
Investments in Publicly Traded Securities$2,797,021$2,971,142▲ $174,121
Accounts Receivable$142,655$559,722▲ $417,067
Prepaid Expenses and Deferred Charges$693,802$455,145▼ $238,657
Cash and Non-Interest-Bearing Accounts$1,018,058$320,883▼ $697,175
Inventories for Sale or Use$65,370$185,650▲ $120,280
Total Assets$7,762,121$7,538,884▼ $223,237
Other Assets Total$67,650$44,786▼ $22,864
Liabilities
Unsecured Notes Loans Payable$159,766$745,593▲ $585,827
Other Liabilities$606,768$732,994▲ $126,226
Deferred Revenue$619,872$434,617▼ $185,255
Accounts Payable and Accrued Expenses$184,055$77,704▼ $106,351
Total Liabilities$1,570,461$1,990,908▲ $420,447
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,191,660$5,547,976▼ $643,684
Total Net Assets Fund Balance$6,191,660$5,547,976▼ $643,684
Total Liabilities and Net Assets / Fund Balance$7,762,121$7,538,884▼ $223,237

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,413,969$1,095,844$3,509,813
Equipment$162,685$778,422$941,107
Land$403,333-$403,333
Leasehold Improvements$11,336$13,336$24,672
Other Land Buildings$10,233-$10,233
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mitchell B WilsonExecutive DiFT$131,109$26,259$157,368
Mitchell B WilsonExecutive Director-$131,109$26,259$157,368

Board Members and Trustees

NameTitle
Chad GebhardtChief Admin
Michael J BusadaMaster of Ce
Adam J MerillatProcurator
Burton R TremblyScribe
Martin C PetersenTreasurer
Justin a HansenWorthy Grand
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,228,344
Investment Income
$90,440
Other Revenue
$536,866
Change in Net Assets
$-749,486
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,077,791
Salaries, Compensation, and Employee Benefits$1,429,845
Grants and Similar Amounts Paid$97,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$962,333
Insurance---$952,297
Conferences and Meetings---$914,224
All Other Expenses---$818,997
Information Technology---$423,474
Travel---$274,690
Occupancy---$206,513
Other Employee Benefits---$205,341
Other Expenses---$204,152
Depreciation Depletion---$143,754
Current Officers, Directors, Trustees, and Key Employees---$122,778
Grants to Domestic Orgs---$97,500
Payroll Taxes---$84,213
Fees for Services Other---$64,451
Pension Plan Contributions---$55,180
Interest---$41,198
Office Expenses---$32,658
Fees for Service Investment Mgmnt Fees---$22,175
Total Functional Expenses$0$0$0$6,605,136
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kappa Sigma Endowment FundCharlottesville, VA501c3See Part Iv-
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$689,668
Funds Held in Trust$35,430
Capital Lease Payable$7,896
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, 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 interest.”

Form 990, Page 6, Part VI, 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 22901

Signing Officer

Name
Chad Gebhardt
Title
Chief Admin Officer
Phone
4342953193
Signed
2021-04-14

Organization Details

Principal Officer
Chad Gebhardt
Formed
1869
Legal Domicile
Va
Voting Board Members
5
Independent Board Members
5
Employees
31
Volunteers
1,500

Preparer

Firm
Robinson Farmer Cox Associates
Address
530 WESTFIELD RD, CHARLOTTESVILLE, VA 22901-1726
Preparer
Michael E Lupton
Phone
4349738314
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Leadership conferences/conclave - represent alternating biennial conferences offering a concentrated opportunity for teaching and training, the exchange of ideas, and discussion of numerous topics among the fraternity's undergraduate and alumni membership. Caduceus magazine - production and mailing of the fraternity's quarterly magazine. A 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.”

Form 990, Part V, Line 4B

“CANADA”

Form 990, Part IX, Line 24E

“Special event 177,351 0 0 meeting room costs 136,667 0 0 bank fees 117,169 0 0 banquet expense 103,696 0 0 membership & awards 91,381 0 0 inventory & supplies 58,525 0 0 loss on currency exchange 35,519 0 0 telephone 35,016 0 0 bad debts 34,953 0 0 equipment rental & maint 11,670 0 0 new chapter/colony 10,428 0 0 educational expenses 4,758 0 0 intrerfraternity expense 1,864 0 0 total 818,997 0 0”

Financial Statement Notes

Schedule D, Page 1, 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 donation of any historical treasures were accepted during the years ended may 31, 2020 and 2019. 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.”

Schedule D, Page 2, 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 "a greater cause" programming.”

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IRS990/ProgramServiceRevenueGrp/Desc0CHAPTER RISK MANAGEMENT
IRS990/ProgramServiceRevenueGrp/Desc1DUES & ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/Desc2SPECIAL EVENTS
IRS990/ProgramServiceRevenueGrp/Desc3SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc4RECRUITMENT/EXPANSION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02586187
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11786194
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2678258
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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 DISCUSSION OF NUMEROUS TOPICS AMONG THE FRATERNITY'S UNDERGRADUATE AND ALUMNI MEMBERSHIP. CADUCEUS MAGAZINE - PRODUCTION AND MAILING OF THE FRATERNITY'S QUARTERLY MAGAZINE. A 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.
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IRS990/PYProgramServiceRevenueAmt05474263
IRS990/PYRevenuesLessExpensesAmt0606215
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt01095844
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0778422
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0941107
IRS990ScheduleD/LandGrp/BookValueAmt0403333
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0403333
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt011336
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt013336
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010233
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt135430
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt27896
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ESTIMATED CLAIMS LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1FUNDS HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CAPITAL LEASE PAYABLE
IRS990ScheduleD/SolicitedAssetsSaleInd0false
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 DONATION OF ANY HISTORICAL TREASURES WERE ACCEPTED DURING THE YEARS ENDED MAY 31, 2020 AND 2019. 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 "A GREATER CAUSE" PROGRAMMING.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 1, PART III, LINE 1A
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 2, PART III, LINE 4
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IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0ADMINISTRATIVE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE PART IV
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IRS990ScheduleI/RecipientTable/RecipientEIN0366018518
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHARLOTTESVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd022902
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PART II, LINE 1, COLUMN (H): NAME OF ORGANIZATION OR GOVERNMENT: KAPPA SIGMA ENDOWMENT FUND (H) PURPOSE OF GRANT OR ASSISTANCE: TO ASSIST THE ENDOWMENT FUND WITH ITS ACCOUNTING AND ADMINISTRATIVE FUNCTIONS AND INFRASTRUCTURE SUPPORT OF THE ENDOWMENT FUND'S EXEMPT OPERATIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MITCHELL B WILSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0157368
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LEADERSHIP CONFERENCES/CONCLAVE - REPRESENT ALTERNATING BIENNIAL CONFERENCES OFFERING A CONCENTRATED OPPORTUNITY FOR TEACHING AND TRAINING, THE EXCHANGE OF IDEAS, AND DISCUSSION OF NUMEROUS TOPICS AMONG THE FRATERNITY'S UNDERGRADUATE AND ALUMNI MEMBERSHIP. CADUCEUS MAGAZINE - PRODUCTION AND MAILING OF THE FRATERNITY'S QUARTERLY MAGAZINE. A 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CANADA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE INFORMATIONAL RETURN IS SENT TO THE SUPREME EXECUTIVE COMMITTEE (SEC) FOR REVIEW AND COMMENTARY AT LEAST ONE WEEK PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FRATERNITY REQUIRES ANNUAL DISCLOSURES FROM ALL EMPLOYEES, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES REGARDING COMPLIANCE WITH THE POLICY AND KNOWLEDGE OF ANY POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FRATERNITY'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SPECIAL EVENT 177,351 0 0 MEETING ROOM COSTS 136,667 0 0 BANK FEES 117,169 0 0 BANQUET EXPENSE 103,696 0 0 MEMBERSHIP & AWARDS 91,381 0 0 INVENTORY & SUPPLIES 58,525 0 0 LOSS ON CURRENCY EXCHANGE 35,519 0 0 TELEPHONE 35,016 0 0 BAD DEBTS 34,953 0 0 EQUIPMENT RENTAL & MAINT 11,670 0 0 NEW CHAPTER/COLONY 10,428 0 0 EDUCATIONAL EXPENSES 4,758 0 0 INTRERFRATERNITY EXPENSE 1,864 0 0 TOTAL 818,997 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART V, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 24E
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0ALBEMARLE CARTER MOUNTAINS TRUST
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt1ALBEMARLE CARTER MOUNTAINS MGMT CO
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IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd1DE
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0SEE PT VII
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt1SEE PT VII
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IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt11610 SCOTTSVILLE RD
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0CHARLOTTESVILLE
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IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd1VA
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0A GREATER CAUSE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0371647978
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SEE PT VII
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd022902
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0PART I, LINE 1, COLUMN (B) NAME OF ENTITY: ALBEMARLE CARTER MOUNTAINS TRUST (B) HOLD ASSETS IN TRUST FOR THE BENEFIT OF THE FRATERNITY. PART I, LINE 2, COLUMN (B) NAME OF ENTITY: ALBEMARLE CARTER MOUNTAINS MANAGEMENT CO. (B) TRUSTEE OF THE ALBEMARLE CARTER MOUNTAINS TRUST. PART II, LINE 1, COLUMN (B) NAME OF ORGANIZATION: A GREATER CAUSE FOUNDATION (B) PROVIDE SCHOLARSHIP, LEADERSHIP, & FELLOWSHIP GRANTS TO 501(C)(3) ORGANIZATIONS.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt07538884
IRS990/TotalAssetsGrp/BOYAmt07762121
IRS990/TotalAssetsGrp/EOYAmt07538884
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt031
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,538,884
Liabilities
$1,990,908
Net assets
$5,547,976
Revenue
$5,855,650
Expenses
$6,605,136
Net income
-$749,486
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