Civic Intelligence

Kappa Sigma Endowment Fund

990 • Fiscal year 2013 • EIN 36-6018518

Jun 01, 2012 to May 31, 2013 • Filed on Apr 17, 2014

Organization ProfileHTTP//EF.KAPPASIGMA.ORG
1610 Scottsville Rd22902
Siviq Scores

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

Liabilities / Assets

80th percentile

0.64x

Higher debt load relative to assets than 80% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets80th percentile

Assets

$8,857,035

No earlier filing loaded for comparison.

Net Assets

$3,174,569

No earlier filing loaded for comparison.

Liabilities

$5,682,466

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$1,248,914

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Assets 2013: $8,857,035Liabilities 2013: $5,682,466Net Assets 2013: $3,174,5692013Assets 2014: $8,850,810Liabilities 2014: $5,605,014Net Assets 2014: $3,245,7962014Assets 2015: $9,173,331Liabilities 2015: $5,447,418Net Assets 2015: $3,725,9132015Assets 2016: $9,155,688Liabilities 2016: $5,240,286Net Assets 2016: $3,915,4022016Assets 2017: $10,037,523Liabilities 2017: $5,084,611Net Assets 2017: $4,952,9122017Assets 2018: $10,612,557Liabilities 2018: $4,908,616Net Assets 2018: $5,703,9412018Assets 2019: $13,066,673Liabilities 2019: $4,323,273Net Assets 2019: $8,743,4002019Assets 2020: $14,340,154Liabilities 2020: $3,815,662Net Assets 2020: $10,524,4922020Assets 2021: $16,730,085Liabilities 2021: $3,580,873Net Assets 2021: $13,149,2122021Assets 2022: $17,499,104Liabilities 2022: $3,056,448Net Assets 2022: $14,442,6562022Assets 2023: $16,339,173Liabilities 2023: $153,341Net Assets 2023: $16,185,8322023Assets 2024: $19,564,643Liabilities 2024: $536Net Assets 2024: $19,564,1072024

Highlighted filing

2013

Assets$8,857,035
Liabilities$5,682,466
Net Assets$3,174,569
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MExpenses 2013: $1,248,9142013Revenue 2014: $1,018,911Expenses 2014: $1,107,071Net Income 2014: -$88,1602014Revenue 2015: $1,771,164Expenses 2015: $985,236Net Income 2015: $785,9282015Revenue 2016: $1,309,545Expenses 2016: $1,036,934Net Income 2016: $272,6112016Revenue 2017: $1,784,354Expenses 2017: $966,895Net Income 2017: $817,4592017Revenue 2018: $1,646,716Expenses 2018: $991,766Net Income 2018: $654,9502018Revenue 2019: $3,999,484Expenses 2019: $892,202Net Income 2019: $3,107,2822019Revenue 2020: $2,436,772Expenses 2020: $1,047,968Net Income 2020: $1,388,8042020Revenue 2021: $2,434,838Expenses 2021: $928,932Net Income 2021: $1,505,9062021Revenue 2022: $3,653,643Expenses 2022: $1,605,880Net Income 2022: $2,047,7632022Revenue 2023: $3,452,650Expenses 2023: $1,638,913Net Income 2023: $1,813,7372023Revenue 2024: $3,820,254Expenses 2024: $1,586,298Net Income 2024: $2,233,9562024

Highlighted filing

2013

Revenue-
Expenses$1,248,914
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2012 to May 31, 2013
Signed
Apr 17, 2014
Return Version
2012v2.1
Gross Receipts
$4,629,754
Mission and Program Overview

Mission

Kappa sigma endowment fund (the endowment fund) is a nonprofit organization formed to produce means available for beneficent and charitable purposes of kappa sigma fraternity (the fraternity). The endowment fund provides scholarships and other qualified educational programs for the fraternity.

Major Activities

Activity 2
Chapter scholarship program: the endowment fund administers and provides scholarship awards out of chapter investment accounts. During 2012 the fund provided 38 deserving members with scholarship awards for educational purposes.
Activity 3
Chapter loan program: provided and administered loans to three chapter house corporations to provide for student housing.
Filing and Contact Details

Filer

EIN
36-6018518
Raw XML AppendixShowing 400 of 554 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/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY077457
IRS990/AccountsPayableAccruedExpenses/EOY031066
IRS990/ActivitiesConductedPartnership00
IRS990/Activity2/Description0CHAPTER SCHOLARSHIP PROGRAM: THE ENDOWMENT FUND ADMINISTERS AND PROVIDES SCHOLARSHIP AWARDS OUT OF CHAPTER INVESTMENT ACCOUNTS. DURING 2012 THE FUND PROVIDED 38 DESERVING MEMBERS WITH SCHOLARSHIP AWARDS FOR EDUCATIONAL PURPOSES.
IRS990/Activity2/Expense050905
IRS990/Activity2/Grants034650
IRS990/Activity3/Description0CHAPTER LOAN PROGRAM: PROVIDED AND ADMINISTERED LOANS TO THREE CHAPTER HOUSE CORPORATIONS TO PROVIDE FOR STUDENT HOUSING.
IRS990/Activity3/Revenue01790
IRS990/ActivityOrMissionDescription0KAPPA SIGMA ENDOWMENT FUND (THE ENDOWMENT FUND) IS A NONPROFIT ORGANIZATION FORMED TO PRODUCE MEANS AVAILABLE FOR BENEFICENT AND CHARITABLE PURPOSES OF KAPPA SIGMA FRATERNITY (THE FRATERNITY). THE ENDOWMENT FUND PROVIDES SCHOLARSHIPS AND OTHER QUALIFIED EDUCATIONAL PROGRAMS FOR THE FRATERNITY, AND TO PROVIDE LOANS TO CHAPTER HOUSING CORPORATIONS OF THE FRATERNITY.
IRS990/AddressPrincipalOfficerUS/AddressLine101610 SCOTTSVILLE RD
IRS990/AddressPrincipalOfficerUS/City0CHARLOTTESVILLE
IRS990/AddressPrincipalOfficerUS/State0VA
IRS990/AddressPrincipalOfficerUS/ZIPCode022902
IRS990/AllOtherContributions0904249
IRS990/AllOtherExpenses/ManagementAndGeneral017344
IRS990/AllOtherExpenses/Total017344
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CashNonInterestBearing/BOY0339646
IRS990/CashNonInterestBearing/EOY0127153
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt01
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConferencesMeetings/ManagementAndGeneral023856
IRS990/ConferencesMeetings/Total023856
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt01
IRS990/ContributionsGrantsCurrentYear0904249
IRS990/ContributionsGrantsPriorYear0843124
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DepreciationDepletion/Fundraising03954
IRS990/DepreciationDepletion/ManagementAndGeneral0102285
IRS990/DepreciationDepletion/ProgramServices093475
IRS990/DepreciationDepletion/Total0199714
IRS990/DescribedIn501C301
IRS990/Description0STUDENT SCHOLARSHIPS AND GRANTS: SINCE 1948, THE SCHOLARSHIP-LEADERSHIP AWARDS PROGRAM HAS BEEN THE ENDOWMENT FUND'S HALLMARK PROGRAM. THE TOTAL AWARDED THROUGH THE PROGRAM TO OUTSTANDING KAPPA SIGMA STUDENT-LEADERS IS OVER THE $4.0 MILLION MARK. THE ENDOWMENT FUND IS ONE OF THE PRE-EMINENT GREEK FOUNDATIONS IN ITS FINANCIAL SUPPORT TO UNDERGRADUATE MEMBERS. THE SCHOLARSHIP PROGRAM INCLUDES 44 NAMED SCHOLARSHIP-LEADERSHIP AWARDS AND THE AMOUNTS VARY BETWEEN $500-$2,500. DURING 2012, THE ENDOWMENT FUND PROVIDED 144 DESERVING MEMBERS WITH SCHOLARSHIPS FOR EDUCATIONAL PURPOSES.
IRS990/DisregardedEntity01
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers00
IRS990/EscrowAccount00
IRS990/ExcessBenefitTransaction00
IRS990/Expense0455094
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/ManagementAndGeneral012100
IRS990/FeesForServicesAccounting/Total012100
IRS990/FeesForServicesInvstMgmntFees/ManagementAndGeneral020200
IRS990/FeesForServicesInvstMgmntFees/ProgramServices07009
IRS990/FeesForServicesInvstMgmntFees/Total027209
IRS990/FeesForServicesLegal/ManagementAndGeneral048255
IRS990/FeesForServicesLegal/Total048255
IRS990/FeesForServicesManagement/ManagementAndGeneral080506
IRS990/FeesForServicesManagement/Total080506
IRS990/FeesForServicesOther/Fundraising047500
IRS990/FeesForServicesOther/ManagementAndGeneral03609
IRS990/FeesForServicesOther/Total051109
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek81.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/NamePerson0DR RUSSEL L WIENER
IRS990/Form990PartVIISectionA/NamePerson1LUKE J SCHISSEL
IRS990/Form990PartVIISectionA/NamePerson2DONAL MCCLAMROCH JR
IRS990/Form990PartVIISectionA/NamePerson3THOMAS P BISHOP
IRS990/Form990PartVIISectionA/NamePerson4S NASCIMENTO
IRS990/Form990PartVIISectionA/NamePerson5JAMES E MAURIN
IRS990/Form990PartVIISectionA/NamePerson6HUGH M ROBERT
IRS990/Form990PartVIISectionA/NamePerson7MARTIN PETERSEN
IRS990/Form990PartVIISectionA/NamePerson8GREGORY S HUNT
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/Title0TRUSTEE EMERITUS
IRS990/Form990PartVIISectionA/Title1TRUSTEE EMERITUS
IRS990/Form990PartVIISectionA/Title2TREASURER
IRS990/Form990PartVIISectionA/Title3CHAIRMAN
IRS990/Form990PartVIISectionA/Title4VICE CHAIRMAN
IRS990/Form990PartVIISectionA/Title5TRUSTEE
IRS990/Form990PartVIISectionA/Title6WORTHY GRAND MASTER & TRUSTEE
IRS990/Form990PartVIISectionA/Title7TRUSTEE
IRS990/Form990PartVIISectionA/Title8SECRETARY
IRS990/Form990ProvidedToGoverningBody01
IRS990/Form990-TFiled01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FSAuditedBasis/FinancialStatementConsolidated0X
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/GainOrLoss/Securities0271432
IRS990/Gaming00
IRS990/Grants0117500
IRS990/GrantsAndSimilarAmntsCY0152150
IRS990/GrantsAndSimilarAmntsPriorYear096400
IRS990/GrantsToDomesticIndividuals/ProgramServices0152150
IRS990/GrantsToDomesticIndividuals/Total0152150
IRS990/GrantsToIndividuals01
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities03617622
IRS990/GrossReceipts04629754
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/InformationTechnology/ManagementAndGeneral014096
IRS990/InformationTechnology/Total014096
IRS990/Insurance/ManagementAndGeneral05524
IRS990/Insurance/Total05524
IRS990/Interest/Fundraising07328
IRS990/Interest/ManagementAndGeneral0156980
IRS990/Interest/ProgramServices0172286
IRS990/Interest/Total0336594
IRS990/InvestmentIncomeCurrentYear0356860
IRS990/InvestmentIncome/ExclusionAmount085428
IRS990/InvestmentIncomePriorYear0180290
IRS990/InvestmentIncome/TotalRevenueColumn085428
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/BOY01043449
IRS990/InvestmentsOtherSecurities/EOY01251274
IRS990/InvestmentsPubTradedSecurities/BOY02867767
IRS990/InvestmentsPubTradedSecurities/EOY054804
IRS990/InvestTaxExemptBonds00
IRS990/LandBldgEquipmentAccumDeprec01120086
IRS990/LandBuildingsEquipmentBasis07579733
IRS990/LandBuildingsEquipmentBasisNet/BOY06638934
IRS990/LandBuildingsEquipmentBasisNet/EOY06459647
IRS990/LessCostOthBasisSalesExpenses/Securities03346190
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0KAPPA SIGMA ENDOWMENT FUND (THE ENDOWMENT FUND) IS A NONPROFIT ORGANIZATION FORMED TO PRODUCE MEANS AVAILABLE FOR BENEFICENT AND CHARITABLE PURPOSES OF KAPPA SIGMA FRATERNITY (THE FRATERNITY). THE ENDOWMENT FUND PROVIDES SCHOLARSHIPS AND OTHER QUALIFIED EDUCATIONAL PROGRAMS FOR THE FRATERNITY, AND TO PROVIDE LOANS TO CHAPTER HOUSING CORPORATIONS OF THE FRATERNITY.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/MortNotesPyblSecuredInvestProp/BOY02327165
IRS990/NameOfPrincipalOfficerPerson0CHAD R GEBHARDT
IRS990/NbrIndependentVotingMembers07
IRS990/NbrVotingGoverningBodyMembers07
IRS990/NbrVotingMembersGoverningBody07
IRS990/NetAssetsOrFundBalancesBOY03065787
IRS990/NetAssetsOrFundBalancesEOY03174569
IRS990/NetGainOrLossInvestments/ExclusionAmount0271432
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0271432
IRS990/NetUnrelatedBusinessTxblIncome0-3877
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109606
IRS990/NumberIndependentVotingMembers07
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Fundraising05323
IRS990/Occupancy/ManagementAndGeneral056498
IRS990/Occupancy/ProgramServices064824
IRS990/Occupancy/Total0126645
IRS990/OfficeExpenses/ManagementAndGeneral0515
IRS990/OfficeExpenses/Total0515
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/OnBehalfOfIssuer00
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY0145749
IRS990/OtherAssetsTotal/EOY0178401
IRS990/OtherExpensePriorYear01187874
IRS990/OtherExpensesCurrentYear01096764
IRS990/OtherExpenses/Description0POSTAGE AND SHIPPING
IRS990/OtherExpenses/Description1PRINTING AND MAILERS
IRS990/OtherExpenses/Description2SERVICE CHARGES
IRS990/OtherExpenses/Description3OTHER EXPENSES
IRS990/OtherExpenses/Fundraising039739
IRS990/OtherExpenses/Fundraising132885
IRS990/OtherExpenses/Fundraising24944
IRS990/OtherExpenses/ManagementAndGeneral08984
IRS990/OtherExpenses/ManagementAndGeneral111209
IRS990/OtherExpenses/ManagementAndGeneral227916
IRS990/OtherExpenses/ManagementAndGeneral33094
IRS990/OtherExpenses/ProgramServices016255
IRS990/OtherExpenses/Total048723
IRS990/OtherExpenses/Total144094
IRS990/OtherExpenses/Total227916
IRS990/OtherExpenses/Total324293
IRS990/OtherNotesLoansReceivableNet/BOY043530
IRS990/OtherNotesLoansReceivableNet/EOY05786
IRS990/OtherRevenueCurrentYear018423
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/Description0MISCELLANEOUS
IRS990/OtherRevenueMisc/ExclusionAmount018423
IRS990/OtherRevenueMisc/TotalRevenueColumn018423
IRS990/OtherRevenuePriorYear043619
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PrepaidExpensesDeferredCharges/BOY039399
IRS990/PrepaidExpensesDeferredCharges/EOY022412
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenueCY04032
IRS990/ProgramServiceRevenue/Description0INTEREST-CHPT LOANS
IRS990/ProgramServiceRevenuePriorYear07557
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome01790
IRS990/ProgramServiceRevenue/TotalRevenueColumn01790
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses034650
IRS990/ReconciliationUnrealizedInvest074132
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities01
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RevenuesLessExpensesCY034650
IRS990/RevenuesLessExpensesPriorYear0-234037
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear024353
IRS990/SavingsAndTempCashInvestments/BOY0123935
IRS990/SavingsAndTempCashInvestments/EOY0757558
IRS990ScheduleA/AmountsSubstContributorsTotal0408776
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear0904249
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year0843124
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years0926763
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years0628148
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years0535465
IRS990ScheduleA/GiftsGrantsContribReceived170/Total03837749
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear085428
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year0123256
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years0143506
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years0140802
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years0226194
IRS990ScheduleA/GrossInvestmentIncome170/Total0719186
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc045951
IRS990ScheduleA/OtherIncome170/CurrentTaxYear018417
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus1Year043619
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus2Years04057
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus3Years0379
IRS990ScheduleA/OtherIncome170/Total066472
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.74170
IRS990ScheduleA/PublicSupportPertcentPriorYear00.64850
IRS990ScheduleA/PublicSupportTotal17003428973
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear0904249
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year0843124
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years0926763
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years0628148
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years0535465
IRS990ScheduleA/Total170/Total03837749
IRS990ScheduleA/TotalSupport04623407
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/BoardDesignatedEOYBalance00.39000
IRS990ScheduleD/Buildings/BookValue05617678
IRS990ScheduleD/Buildings/Depreciation0990129
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis06607807
IRS990ScheduleD/CollectUsedForPublicExhibition0X
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance04035151
IRS990ScheduleD/CurrentYear/Contributions014217
IRS990ScheduleD/CurrentYear/EndOfYearBalance02063635
IRS990ScheduleD/CurrentYear/GrantsOrScholarships0152150
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses0417664
IRS990ScheduleD/CurrentYearMinus1Year/AdministrativeExpenses0513
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance04204989
IRS990ScheduleD/CurrentYearMinus1Year/Contributions05754
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance04035151
IRS990ScheduleD/CurrentYearMinus1Year/GrantsOrScholarships027760
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses0-147319
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance03738353
IRS990ScheduleD/CurrentYearMinus2Years/Contributions01791
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance04204989
IRS990ScheduleD/CurrentYearMinus2Years/GrantsOrScholarships040559
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses0505404
IRS990ScheduleD/CurrentYearMinus3Years/BeginningOfYearBalance03838555
IRS990ScheduleD/CurrentYearMinus3Years/Contributions0259958
IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance03738353
IRS990ScheduleD/CurrentYearMinus3Years/GrantsOrScholarships012028
IRS990ScheduleD/CurrentYearMinus3Years/InvestmentEarningsOrLosses0402717
IRS990ScheduleD/CurrentYearMinus3Years/OtherExpenditures0750849
IRS990ScheduleD/CurrentYearMinus4Years/BeginningOfYearBalance07992669
IRS990ScheduleD/CurrentYearMinus4Years/Contributions057806
IRS990ScheduleD/CurrentYearMinus4Years/EndOfYearBalance03838555
IRS990ScheduleD/CurrentYearMinus4Years/GrantsOrScholarships09005
IRS990ScheduleD/CurrentYearMinus4Years/InvestmentEarningsOrLosses0-1417921
IRS990ScheduleD/CurrentYearMinus4Years/OtherExpenditures02784994
IRS990ScheduleD/CurrentYear/OtherExpenditures02251247
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs01
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE ENDOWMENT FUND MAINTAINS HISTORICAL TREASURES WHICH IT HAS ON LOAN FROM KAPPA SIGMA FRATERNITY FOR DISPLAY WITHIN THE ENDOWMENT'S MUSEUM. THESE HISTORICAL TREASURES ARE NOT RECORDED ON THE ENDOWMENT'S BALANCE SHEET UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AS THEY ARE HELD FOR PUBLIC EXHIBITION. THE HISTORICAL TREASURES ADDITIONALLY ARE PROTECTED, PRESERVED AND KEPT UNENCUMBERED. THE ENDOWMENT DOES NOT SOLICIT DONATIONS OF HISTORICAL TREASURES.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1THE 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 BOTH, 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/Form990ScheduleDPartXIII/Explanation2THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO PROVIDE INCOME WITH WHICH TO SUPPORT THE STUDENT SCHOLARSHIPS AND GRANTS PROGRAM. UNRESTRICTED FUNDS MAY ALSO BE USED TO SUPPORT THE STUDENT SCHOLARSHIPS AND GRANTS PROGRAM.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation3THE ENDOWMENT FUND 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 (FASB) AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE ENDOWMENT FUND. THE ENDOWMENT FUND GENERALLY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U. S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS ENDING BEFORE MAY 31, 2010.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART III, LINE 1A:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference1PART III, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference2PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference3PART X, LINE 2:
IRS990ScheduleD/Land/BookValue0808667
IRS990ScheduleD/Land/OtherCostOrOtherBasis0808667
IRS990ScheduleD/OtherLandBuildings/BookValue033302
IRS990ScheduleD/OtherLandBuildings/Depreciation0129957
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis0163259
IRS990ScheduleD/OtherSecurities/BookValue01251274
IRS990ScheduleD/OtherSecurities/Description0MUTUAL FUNDS
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/SolicitedAssetsForSale00
IRS990ScheduleD/TermEndowmentEOYBalance00.61000
IRS990ScheduleD/TotalOfBookValueLandBuildings06459647
IRS990ScheduleD/TotalOfBookValueSecurities01251274
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant0152150
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients0182
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant0SCHOLARSHIPS
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: TO ENSURE THE PROPER USE OF SCHOLARSHIPS AWARDED TO INDIVIDUALS, THE ENDOWMENT FUND SENDS ALL SCHOLARSHIP FUNDS DIRECTLY TO THE RECIPIENT'S SCHOOL.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecordsMaintained01
IRS990/ScheduleJRequired00
IRS990ScheduleK/Form990ScheduleKPartI/BondReferenceCd0A
IRS990ScheduleK/Form990ScheduleKPartI/DateIssued02006-10-30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,857,035
Liabilities
$5,682,466
Net assets
$3,174,569
Revenue
-
Expenses
$1,248,914
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.6$0.00$19.6$3.82$1.59$2.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$0.15$16.2$3.45$1.64$1.81
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.5$3.06$14.4$3.65$1.61$2.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$3.58$13.1$2.43$0.93$1.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$3.82$10.5$2.44$1.05$1.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$4.32$8.74$4.00$0.89$3.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$4.91$5.70$1.65$0.99$0.65
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.0$5.08$4.95$1.78$0.97$0.82
2016Detailed filing. Detailed filing data is available for this year.$9.16$5.24$3.92$1.31$1.04$0.27
2015Detailed filing. Detailed filing data is available for this year.$9.17$5.45$3.73$1.77$0.99$0.79
2014Detailed filing. Detailed filing data is available for this year.$8.85$5.61$3.25$1.02$1.11$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.86$5.68$3.17$1.25
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $5M-$10M nonprofits