Civic Intelligence

Kappa Sigma Endowment Fund

990 • Fiscal year 2021 • EIN 36-6018518

Jun 01, 2020 to May 31, 2021 • Filed on Apr 12, 2022

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

55th percentile

0.21x

Higher debt load relative to assets than 55% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

85th percentile

1.47x

Higher debt load relative to revenue than 85% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

91st percentile

62%

Higher net margin than 91% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

65th percentile

17%

Faster asset growth than 65% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

29th percentile

-0.1%

Faster revenue growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$16,730,085

Up $2,389,931 (+17%) from 2020

Net Assets

Up

$13,149,212

Up $2,624,720 (+25%) from 2020

Liabilities

Down

$3,580,873

Down $234,789 (-6.2%) from 2020

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin91st percentile

Revenue

Down

$2,434,838

Down $1,934 (-0.1%) from 2020

Expenses

Down

$928,932

Down $119,036 (-11%) from 2020

Net Income

Up

$1,505,906

Up $117,102 (+8.4%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2021

Assets$16,730,085
Liabilities$3,580,873
Net Assets$13,149,212
Open 2021 Filing

Operations Trend

Revenue Growth29th 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

2021

Revenue$2,434,838
Expenses$928,932
Net Income$1,505,906
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Apr 12, 2022
Return Version
2020v4.0
Gross Receipts
$5,145,713
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$7,449,217$9,764,710▲ $2,315,493
Land, Buildings, and Equipment, Net$5,876,733$5,685,508▼ $191,225
Cash and Non-Interest-Bearing Accounts$166,421$698,244▲ $531,823
Pledges and Grants Receivable$352,838$326,056▼ $26,782
Savings and Temporary Cash Investments$429,636$132,924▼ $296,712
Prepaid Expenses and Deferred Charges$16,962$4,607▼ $12,355
Total Assets$14,340,154$16,730,085▲ $2,389,931
Other Assets Total$48,347$118,036▲ $69,689
Liabilities
Tax Exempt Bond Liabilities$3,775,825$3,555,651▼ $220,174
Accounts Payable and Accrued Expenses$39,837$25,222▼ $14,615
Total Liabilities$3,815,662$3,580,873▼ $234,789
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,625,276$10,113,231▲ $3,487,955
Net Assets Without Donor Restrictions$3,899,216$3,035,981▼ $863,235
Total Net Assets Fund Balance$10,524,492$13,149,212▲ $2,624,720
Total Liabilities and Net Assets / Fund Balance$14,340,154$16,730,085▲ $2,389,931

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,296,116$2,311,691$6,607,807
Other Land Buildings$580,725$238,796$819,521
Land$808,667-$808,667

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$7,878,852$570,717▲ $1,496,656-$9,897,634
2019$6,680,748$960,000▲ $571,757$310,000$7,878,852
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
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Thomas P BishopChairman
S Christian NascimentoVice Chairma
Adam J MerillatTrustee
Jeffrey S MckenzieTrustee
Kevin S KaplanTrustee
Chad GebhardtChief Admin
Hugh M RobertSecretary
Donal L Mcclamroch JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,078,000
Program Service Revenue
$0
Investment Income
$352,842
Other Revenue
$3,996
All Other Contributions
$2,078,000
Change in Net Assets
$1,505,906

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,386,247
Revenue Not Reported on Financial Statements
$48,591
Revenue Not Reported on Form 990
$1,243,814
Total Revenue per Audited Statements
$3,630,061
Total Revenue per Form 990
$2,434,838
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$747,804
Total Fundraising Expense$265,659
Grants and Similar Amounts Paid$181,128
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion-$191,225-$191,225
Grants to Domestic Individuals$181,128--$181,128
Interest$22,959$56,123$48,470$127,552
Occupancy$82,370$12,673$10,560$105,603
Fees for Service Investment Mgmnt Fees-$48,591-$48,591
Other Expenses$6,758$12,981$2,785$22,524
Insurance$5,550$12,947-$18,497
Fees for Services Accounting$8,320$1,816$4,992$15,128
All Other Expenses$4,291-$7,191$11,482
Fees for Services Other--$8,683$8,683
Office Expenses-$5,941-$5,941
Travel$1,584$214$3,484$5,282
Total Functional Expenses$320,762$342,511$265,659$928,932

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$980,341
Total Expenses per Form 990$928,932
Expenses per Audited Statements$880,341
Expenses Not Reported on Form 990$100,000
Expenses Not Reported on Financial Statements$48,591
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 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

“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
Chief Admin Officer
Phone
4349795733
Signed
2022-04-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas P Bishop
Formed
1919
Legal Domicile
Va
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
20

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 - 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 asdditionally 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 purpsoes of providing a forum for the education of the fraternity's undergraduate membership on the international history of the fraternity while honoring 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/MissionDesc0KAPPA 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.
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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 ASDDITIONALLY 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 PURPSOES OF PROVIDING A FORUM FOR THE EDUCATION OF THE FRATERNITY'S UNDERGRADUATE MEMBERSHIP ON THE INTERNATIONAL HISTORY OF THE FRATERNITY WHILE HONORING 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
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TO ENSURE THE PROPER USE OF SCHOLARSHIPS AWARDED TO INDIVIDUALS, ALL SCHOLARSHIP FUNDS ARE SENT DIRECTLY TO THE RECIPIENTS' SCHOOLS.
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IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0EDA OF APPOMATTOX COUNTY VA BOND REFUNDING
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0PURPOSE OF ISSUE DESCRIPTION
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$16,730,085
Liabilities
$3,580,873
Net assets
$13,149,212
Revenue
$2,434,838
Expenses
$928,932
Net income
$1,505,906
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
2021Detailed filing. Detailed filing data is available for this year.$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