Civic Intelligence

Kappa Sigma Endowment Fund

990 • Fiscal year 2019 • EIN 36-6018518

Jun 01, 2018 to May 31, 2019 • Filed on Apr 07, 2020

Organization ProfileHTTP//EF.KAPPASIGMA.ORG
1610 Scottsville RdCharlottesville, VA 22902

(434) 979-5733

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.33x

Higher debt load relative to assets than 62% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

81st percentile

1.08x

Higher debt load relative to revenue than 81% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

86th percentile

23%

Faster asset growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

143%

Faster revenue growth than 96% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$13,066,673

Up $2,454,116 (+23%) from 2018

Net Assets

Up

$8,743,400

Up $3,039,459 (+53%) from 2018

Liabilities

Down

$4,323,273

Down $585,343 (-12%) from 2018

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin96th percentile

Revenue

Up

$3,999,484

Up $2,352,768 (+143%) from 2018

Expenses

Down

$892,202

Down $99,564 (-10%) from 2018

Net Income

Up

$3,107,282

Up $2,452,332 (+374%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

2019

Assets$13,066,673
Liabilities$4,323,273
Net Assets$8,743,400
Open 2019 Filing

Operations Trend

Revenue Growth96th percentile

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

2019

Revenue$3,999,484
Expenses$892,202
Net Income$3,107,282
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Apr 7, 2020
Return Version
2018v3.2
Gross Receipts
$8,040,430
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,152,942$6,598,764▲ $2,445,822
Land, Buildings, and Equipment, Net$5,704,680$5,592,476▼ $112,204
Pledges and Grants Receivable$159,497$180,465▲ $20,968
Cash and Non-Interest-Bearing Accounts$452,727$127,420▼ $325,307
Savings and Temporary Cash Investments$58,105$81,984▲ $23,879
Prepaid Expenses and Deferred Charges$17,749$48,702▲ $30,953
Accounts Receivable$701$9,881▲ $9,180
Total Assets$10,612,560$13,066,673▲ $2,454,113
Other Assets Total$66,159$426,981▲ $360,822
Liabilities
Tax Exempt Bond Liabilities$4,886,458$4,279,343▼ $607,115
Accounts Payable and Accrued Expenses$22,161$43,930▲ $21,769
Total Liabilities$4,908,619$4,323,273▼ $585,346
Net Assets / Fund Balance
Unrestricted Net Assets$2,389,939$4,807,615▲ $2,417,676
Temporarily Rstr Net Assets$3,314,002$3,935,785▲ $621,783
Total Net Assets Fund Balance$5,703,941$8,743,400▲ $3,039,459
Total Liabilities and Net Assets / Fund Balance$10,612,560$13,066,673▲ $2,454,113

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,626,507$1,981,300$6,607,807
Land$808,667-$808,667
Other Land Buildings$157,302$191,842$349,144

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$4,211,047$2,387,980▲ $112,197-$6,680,748
2017$3,003,050$1,508,248▲ $208,140-$4,211,047
2016$2,193,945$606,810▲ $261,063-$3,003,050
2015$2,281,548$155,655▼ $70,355-$2,193,945
2014$2,173,036$24,609▲ $83,903-$2,281,548
Compensation and Service Providers
Top Officer Pay13th percentile

Board Members and Trustees

NameTitle
Thomas P BishopChairman
S Christian NascimentoVice Chairma
Chad GebhardtDirector of Finan
Gregory a HopemanTrustee
Kevin S KaplanTrustee
Martin C PetersenSecretary
Donal L Mcclamroch JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,762,502
Program Service Revenue
$0
Investment Income
$210,496
Other Revenue
$26,486
All Other Contributions
$3,762,502
Change in Net Assets
$3,107,282

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,969,008
Revenue Not Reported on Financial Statements
$30,476
Revenue Not Reported on Form 990
$32,177
Total Revenue per Audited Statements
$4,001,185
Total Revenue per Form 990
$3,999,484
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$771,098
Total Fundraising Expense$241,583
Grants and Similar Amounts Paid$121,104
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion-$178,385-$178,385
Interest$29,803$72,852$62,918$165,573
Occupancy$94,982$14,613$12,177$121,772
Grants to Domestic Individuals$121,104--$121,104
Fees for Service Investment Mgmnt Fees-$30,476-$30,476
Other Expenses$7,077$831$13,407$21,315
All Other Expenses-$19,228$31$19,259
Fees for Services Accounting$10,586$2,310$6,352$19,248
Insurance-$18,584-$18,584
Travel-$13,315$49$13,364
Fees for Services Other-$8,925-$8,925
Office Expenses-$5,153-$5,153
Fees for Services Legal-$1,413-$1,413
Total Functional Expenses$273,521$377,098$241,583$892,202

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$961,726
Total Expenses per Form 990$892,202
Expenses per Audited Statements$861,726
Expenses Not Reported on Form 990$100,000
Expenses Not Reported on Financial Statements$30,476
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
AEda of Appomattox County Va2012-08-03$5,772,000BOND REFUNDING

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A----

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
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, Page 6, Part VI, Line 11B

“All board members receive a copy of the 990 for their review and commentary prior to the filing of the return.”

Form 990, Page 6, Part VI, Line 12C

“All trustees are required to disclose, annually, their compliance with the policy and their knowledge of possible conflicts of interests.”

Form 990, Page 6, Part VI, Line 19

“The endowment fund's governing documents are available to the public upon either electronic request form available on the endowment fund's website or walk-in request.”

Filing and Contact Details

Filer

Filer Name
Kappa Sigma Endowment Fund
EIN
36-6018518
Phone
4349795733
Address
1610 SCOTTSVILLE RD, CHARLOTTESVILLE, VA 22902

Signing Officer

Name
Chad Gebhardt
Title
Director of Financial Op
Phone
4349795733
Signed
2020-04-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas P Bishop
Formed
1919
Legal Domicile
Va
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
10

Preparer

Firm
Robinson Farmer Cox Associates
Address
530 WESTFIELD RD, CHARLOTTESVILLE, VA 22901-1726
Preparer
Matthew a Mclearen
Phone
4349738314
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Financial Statement Notes

Schedule D, Page 1, Part III, Line 1A

“The 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 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.”

Schedule D, Page 2, Part III, Line 4

“The fraternity's historical treasures comprise 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.”

Schedule D, Page 2, Part V, Line 4

“The 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.”

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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt066159
IRS990/OtherAssetsTotalGrp/EOYAmt0426981
IRS990/OtherExpensesGrp/Desc0POSTAGE AND SHIPPING
IRS990/OtherExpensesGrp/Desc1SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc2PRINTING AND MAILERS
IRS990/OtherExpensesGrp/Desc3MATERIALS & PLAQUES
IRS990/OtherExpensesGrp/FundraisingAmt052653
IRS990/OtherExpensesGrp/FundraisingAmt161833
IRS990/OtherExpensesGrp/FundraisingAmt232163
IRS990/OtherExpensesGrp/FundraisingAmt313407
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011013
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1831
IRS990/OtherExpensesGrp/ProgramServicesAmt09969
IRS990/OtherExpensesGrp/ProgramServicesAmt17077
IRS990/OtherExpensesGrp/TotalAmt063666
IRS990/OtherExpensesGrp/TotalAmt161833
IRS990/OtherExpensesGrp/TotalAmt242132
IRS990/OtherExpensesGrp/TotalAmt321315
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt026486
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt026486
IRS990/OtherRevenueTotalAmt026486
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0159497
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0180465
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017749
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt048702
IRS990/PrincipalOfficerNm0THOMAS P BISHOP
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0CHAPTER SCHOLARSHIP PROGRAM: THE ENDOWMENT FUND ADMINISTERS AND PROVIDES SCHOLARSHIP AWARDS OUT OF CHAPTER INVESTMENT ACCOUNTS. THE CHAPTER SCHOLARSHIP PROGRAM INCLUDES 44 NAMED SCHOLARSHIP AWARDS AND THE AMOUNTS VARY BETWEEN 500-2,500. DURING FY19 THE FUND PROVIDED 128 DESERVING MEMBERS WITH SCHOLARSHIP AWARDS FOR EDUCATIONAL PURPOSES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt082636
IRS990/ProgSrvcAccomActy2Grp/GrantAmt029852
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01506167
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0112285
IRS990/PYInvestmentIncomeAmt0138810
IRS990/PYOtherExpensesAmt0879480
IRS990/PYOtherRevenueAmt01658
IRS990/PYProgramServiceRevenueAmt080
IRS990/PYRevenuesLessExpensesAmt0654950
IRS990/PYTotalExpensesAmt0991765
IRS990/PYTotalRevenueAmt01646715
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt03107282
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt058105
IRS990/SavingsAndTempCashInvstGrp/EOYAmt081984
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 87,878
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03762502
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01506167
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01715725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01291916
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01370627
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09646937
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0175049
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0105840
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt057710
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt043680
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt028243
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0410522
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt028144
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt035447
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt032970
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt011453
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt03641
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt04367
IRS990ScheduleA/OtherIncome170Grp/TotalAmt087878
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80060
IRS990ScheduleA/PublicSupportPY170Pct00.95810
IRS990ScheduleA/PublicSupportTotal170Amt08122145
IRS990ScheduleA/SubstantialContributorsTotAmt01524792
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03762502
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01506167
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01715725
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01291916
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01370627
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09646937
IRS990ScheduleA/TotalSupportAmt010145337
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.52530
IRS990ScheduleD/BuildingsGrp/BookValueAmt04626507
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01981300
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06607807
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt030476
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04211047
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02387980
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06680748
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0112197
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0477106
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03003050
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01508248
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04211047
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt031285
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0208140
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt028916
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02193945
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0606810
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03003050
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt029852
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0261063
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0114378
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02281548
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0155655
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02193945
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt058525
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-70355
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02173036
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt024609
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02281548
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt083903
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0100000
IRS990ScheduleD/DonatedServicesUseFcltsAmt0100000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/ExpensesNotReportedAmt0100000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt030476
IRS990ScheduleD/ExpensesSubtotalAmt0861726
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt030476
IRS990ScheduleD/InvestmentExpensesNotIncldAmt030476
IRS990ScheduleD/LandGrp/BookValueAmt0808667
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0808667
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-67823
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0157302
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0191842
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0349144
IRS990ScheduleD/RevenueNotReportedAmt032177
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt030476
IRS990ScheduleD/RevenueSubtotalAmt03969008
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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 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/SupplementalInformationDetail/ExplanationTxt1THE FRATERNITY'S HISTORICAL TREASURES COMPRISE 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 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/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 1, PART III, LINE 1A
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 2, PART III, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.47470
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05592476
IRS990ScheduleD/TotalExpensesPerForm990Amt0892202
IRS990ScheduleD/TotalRevenuePerForm990Amt03999484
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04001185
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0961726
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt091252
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt129852
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0281
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt1128
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TO ENSURE THE PROPER USE OF SCHOLARSHIPS AWARDED TO INDIVIDUALS, ALL SCHOLARSHIP FUNDS ARE SENT DIRECTLY TO THE RECIPIENTS' SCHOOLS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02012-08-03
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0541864523
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt05772000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0EDA OF APPOMATTOX COUNTY VA
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd0true
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0BOND REFUNDING
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd0true
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd0false

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
$13,066,673
Liabilities
$4,323,273
Net assets
$8,743,400
Revenue
$3,999,484
Expenses
$892,202
Net income
$3,107,282
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
2019Detailed filing. Detailed filing data is available for this year.$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