Civic Intelligence

Kappa Sigma Fraternity

990 • Fiscal year 2021 • EIN 13-1714532

Jun 01, 2020 to May 31, 2021 • Filed on Apr 11, 2022

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

24th percentile

0.19x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

24th percentile

0.32x

Higher debt load relative to revenue than 24% of similar nonprofits.

2021 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2021

Net Margin

54th percentile

12%

Higher net margin than 54% of similar nonprofits.

2021 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

64th percentile

$155,191

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2021 filings • 501(c)7 • $5M-$10M nonprofits • Source year 2021

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2021 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-15%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • 501(c)7 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,450,150

Up $911,266 (+12%) from 2020

Net Assets

Up

$6,855,921

Up $1,307,945 (+24%) from 2020

Liabilities

Down

$1,594,229

Down $396,679 (-20%) from 2020

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin54th percentile

Revenue

Down

$5,004,287

Down $851,363 (-15%) from 2020

Expenses

Down

$4,424,825

Down $2,180,311 (-33%) from 2020

Net Income

Up

$579,462

Up $1,328,948 (+177%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2021

Assets$8,450,150
Liabilities$1,594,229
Net Assets$6,855,921
Open 2021 Filing

Operations Trend

Revenue Growth9th 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

2021

Revenue$5,004,287
Expenses$4,424,825
Net Income$579,462
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Apr 11, 2022
Return Version
2020v4.0
Gross Receipts
$5,971,382
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
Investments in Publicly Traded Securities$2,971,142$3,860,087▲ $888,945
Land, Buildings, and Equipment, Net$3,001,556$2,896,987▼ $104,569
Cash and Non-Interest-Bearing Accounts$320,883$1,063,595▲ $742,712
Prepaid Expenses and Deferred Charges$455,145$258,545▼ $196,600
Accounts Receivable$559,722$168,899▼ $390,823
Inventories for Sale or Use$185,650$156,787▼ $28,863
Total Assets$7,538,884$8,450,150▲ $911,266
Other Assets Total$44,786$45,250▲ $464
Liabilities
Other Liabilities$732,994$909,486▲ $176,492
Deferred Revenue$434,617$484,149▲ $49,532
Unsecured Notes Loans Payable$745,593$137,669▼ $607,924
Accounts Payable and Accrued Expenses$77,704$62,925▼ $14,779
Total Liabilities$1,990,908$1,594,229▼ $396,679
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,547,976$6,855,921▲ $1,307,945
Total Net Assets Fund Balance$5,547,976$6,855,921▲ $1,307,945
Total Liabilities and Net Assets / Fund Balance$7,538,884$8,450,150▲ $911,266

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,324,581$1,184,865$3,509,446
Equipment$150,002$820,250$970,252
Land$403,333-$403,333
Leasehold Improvements$8,838$15,834$24,672
Other Land Buildings$10,233-$10,233
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mitchell B WilsonExecutive DiFT$138,524$16,667$155,191
Mitchell B WilsonExecutive Director-$138,524$16,667$155,191
Chad GebhardtChief AdminFT$110,936-$110,936

Board Members and Trustees

NameTitle
Adam T PoeMaster of Ce
Burton R TremblyProcurator
Daniel J TierneyScribe
Martin C PetersonTreasurer
Adam J MerillatWorthy Grand
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,472,268
Investment Income
$185,072
Other Revenue
$346,947
Change in Net Assets
$579,462
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,197,575
Salaries, Compensation, and Employee Benefits$1,185,583
Grants and Similar Amounts Paid$41,667
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$694,723
Insurance---$693,761
All Other Expenses---$413,106
Information Technology---$343,962
Conferences and Meetings---$298,110
Current Officers, Directors, Trustees, and Key Employees---$229,513
Occupancy---$144,713
Depreciation Depletion---$133,352
Other Employee Benefits---$132,250
Travel---$131,015
Other Expenses---$105,811
Payroll Taxes---$71,959
Fees for Services Other---$61,357
Pension Plan Contributions---$57,138
Grants to Domestic Orgs---$41,667
Fees for Service Investment Mgmnt Fees---$24,622
Office Expenses---$15,727
Interest---$14,654
Total Functional Expenses$0$0$0$4,424,825
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kappa Sigma Endowment FundCharlottesville, VA-See 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$848,632
Funds Held in Trust$35,747
Capital Lease Payable$25,107
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 18

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

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

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
2022-04-11

Organization Details

Principal Officer
Chad Gebhardt
Formed
1869
Legal Domicile
Va
Voting Board Members
5
Independent Board Members
5
Employees
28
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 XI, Line 9

“Cost of good sold 1,162 investment expenses presented net of income -24,623 investment expenses presented net of income 24,623 cost of goods sold -1,162”

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 historial 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, 2021 and 2020. The fraternity has loaned it 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 this history of the organization and its members for purposes of providing a forum for the education of the fraternity's undergradute 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 MGMT
IRS990/ProgramServiceRevenueGrp/Desc1DUES & ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/Desc2SPECIAL EVENTS
IRS990/ProgramServiceRevenueGrp/Desc3SERVICE REVENUE
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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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ESTIMATED CLAIMS LIABILITY
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CAPITAL LEASE PAYABLE
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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 HISTORIAL 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, 2021 AND 2020. THE FRATERNITY HAS LOANED IT 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 THIS HISTORY OF THE ORGANIZATION AND ITS MEMBERS FOR PURPOSES OF PROVIDING A FORUM FOR THE EDUCATION OF THE FRATERNITY'S UNDERGRADUTE 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/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/TitleTxt0EXECUTIVE DIRECTOR
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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/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COST OF GOOD SOLD 1,162 INVESTMENT EXPENSES PRESENTED NET OF INCOME -24,623 INVESTMENT EXPENSES PRESENTED NET OF INCOME 24,623 COST OF GOODS SOLD -1,162
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 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt1ALBEMARLE CARTER MOUNTAINS MGMT CO
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IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt1SEE PT VII
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0A GREATER CAUSE FOUNDATION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SEE PT VII
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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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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07538884
IRS990/TotalAssetsEOYAmt08450150
IRS990/TotalAssetsGrp/BOYAmt07538884
IRS990/TotalAssetsGrp/EOYAmt08450150
IRS990/TotalCompGreaterThan150KInd0true

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,450,150
Liabilities
$1,594,229
Net assets
$6,855,921
Revenue
$5,004,287
Expenses
$4,424,825
Net income
$579,462
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