Civic Intelligence

Kappa Sigma Endowment Fund

990 • Fiscal year 2025 • EIN 36-6018518

Jun 01, 2024 to May 31, 2025

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

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

7th percentile

0.00x

Higher debt load relative to revenue than 7% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

97th percentile

78%

Higher net margin than 97% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

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.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

82nd percentile

17%

Faster asset growth than 82% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

92nd percentile

80%

Faster revenue growth than 92% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$22,840,198

Up $3,275,555 (+17%) from 2024

Net Assets

Up

$22,825,012

Up $3,260,905 (+17%) from 2024

Liabilities

Up

$15,186

Up $14,650 (+2733%) from 2024

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin97th percentile

Revenue

Up

$6,873,498

Up $3,053,244 (+80%) from 2024

Expenses

Down

$1,524,172

Down $62,126 (-3.9%) from 2024

Net Income

Up

$5,349,326

Up $3,115,370 (+139%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$30M$20M$10M$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: $19,564,1072024Assets 2025: $22,840,198Liabilities 2025: $15,186Net Assets 2025: $22,825,0122025

Highlighted filing

2025

Assets$22,840,198
Liabilities$15,186
Net Assets$22,825,012
Open 2025 Filing

Operations Trend

Revenue Growth92nd percentile

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

$8.0M$6.0M$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: $2,233,9562024Revenue 2025: $6,873,498Expenses 2025: $1,524,172Net Income 2025: $5,349,3262025

Highlighted filing

2025

Revenue$6,873,498
Expenses$1,524,172
Net Income$5,349,326
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Apr 7, 2026
Return Version
2024v5.0
Gross Receipts
$18,102,721
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$11,859,123$12,848,707▲ $989,584
Land, Buildings, and Equipment, Net$5,666,255$5,464,147▼ $202,108
Savings and Temporary Cash Investments$1,657,474$3,149,353▲ $1,491,879
Cash and Non-Interest-Bearing Accounts$116,267$343,889▲ $227,622
Pledges and Grants Receivable$147,368$149,779▲ $2,411
Prepaid Expenses and Deferred Charges$29,566$32,650▲ $3,084
Total Assets$19,564,643$22,840,198▲ $3,275,555
Other Assets Total$88,590$851,673▲ $763,083
Liabilities
Accounts Payable and Accrued Expenses$536$15,186▲ $14,650
Total Liabilities$536$15,186▲ $14,650
Net Assets / Fund Balance
Net Assets With Donor Restrictions$12,235,756$13,132,644▲ $896,888
Net Assets Without Donor Restrictions$7,328,351$9,692,368▲ $2,364,017
Total Net Assets Fund Balance$19,564,107$22,825,012▲ $3,260,905
Total Liabilities and Net Assets / Fund Balance$19,564,643$22,840,198▲ $3,275,555

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,635,336$2,972,471$6,607,807
Other Land Buildings$1,020,144$363,849$1,383,993
Land$808,667-$808,667

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$11,980,402$396,142▲ $937,221$196,463$13,050,816
2023$9,584,002$1,227,113▲ $1,452,400$220,278$11,980,402
2022$11,206,769$284,309▲ $38,859$1,887,462$9,584,002
2021$9,897,634$2,636,658▼ $514,037$750,000$11,209,118
2020$7,878,852$570,717▲ $1,496,656-$9,897,634
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Thomas P BishopChairman
S Christian NascimentoVice Chairma
Adam PoeTrustee
Jeffrey S MckenzieTrustee
Kevin S KaplanTrustee
Chad GebhardtExec VP & CA
Hugh M RobertSecretary
Donal L Mcclamroch JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,716,633
Program Service Revenue
$0
Investment Income
$3,109,602
Other Revenue
$47,263
All Other Contributions
$3,716,633
Change in Net Assets
$5,349,326

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,806,977
Revenue Not Reported on Financial Statements
$66,521
Revenue Not Reported on Form 990
$-2,088,421
Total Revenue per Audited Statements
$4,718,556
Total Revenue per Form 990
$6,873,498
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,053,422
Grants and Similar Amounts Paid$470,750
Total Fundraising Expense$322,674
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$470,750--$470,750
Depreciation Depletion-$202,109-$202,109
Fees for Services Management$25,650$62,700$54,150$142,500
Occupancy$99,462$15,302$12,752$127,516
Fees for Service Investment Mgmnt Fees-$66,521-$66,521
Insurance$14,092$32,883-$46,975
Other Expenses$29,895$18,874$25,611$44,485
All Other Expenses$12,716$28,164$1,514$42,394
Office Expenses-$20,072-$20,072
Fees for Services Other--$19,990$19,990
Fees for Services Accounting$9,776$2,132$5,866$17,774
Travel$4,330$10,106-$14,436
Fees for Services Legal-$4,423-$4,423
Total Functional Expenses$666,671$534,827$322,674$1,524,172

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,524,172
Expenses per Audited Statements$1,457,651
Total Expenses per Audited Statements$1,457,651
Expenses Not Reported on Financial Statements$66,521
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
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 their knowledge of possible conflicts of interest. All trustees review the conflicts policy on an annual basis.”

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
Exec VP & CAO
Phone
4349795733
Signed
2026-04-07
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
7

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.”

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

“Student 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 more than 8.0 million. The endowment fund is one of the preeminent greek foundations in its financial support to undergraduate members. During fy25, the endowment fund provided 72 merit-based scholarships, along with 25 scholarships that were provided as part of the dr. John w. Ryan leadership circle. In addition, the endowment fund administers and provides scholarship awards out of chapter designated investment accounts. During fy25, this chapter scholarship fund awarded 596 merit-based scholarships to outstanding student-leaders. During fy25, the endowment fund provided 7 grants through the military heroes campaign to organizations dedicated to assisting military veterans.”

Financial Statement Notes

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 and to provide other educational programs, including historical and museum displays. Unrestricted funds may also be used to support the student scholarships and grants program and other educational programs.”

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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO PROVIDE INCOME WITH WHICH TO SUPPORT THE STUDENT SCHOLARSHIPS AND GRANTS PROGRAM AND TO PROVIDE OTHER EDUCATIONAL PROGRAMS, INCLUDING HISTORICAL AND MUSEUM DISPLAYS. UNRESTRICTED FUNDS MAY ALSO BE USED TO SUPPORT THE STUDENT SCHOLARSHIPS AND GRANTS PROGRAM AND OTHER EDUCATIONAL PROGRAMS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1348800
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0179
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt1557
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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KAPPA 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STUDENT 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 MORE THAN 8.0 MILLION. THE ENDOWMENT FUND IS ONE OF THE PREEMINENT GREEK FOUNDATIONS IN ITS FINANCIAL SUPPORT TO UNDERGRADUATE MEMBERS. DURING FY25, THE ENDOWMENT FUND PROVIDED 72 MERIT-BASED SCHOLARSHIPS, ALONG WITH 25 SCHOLARSHIPS THAT WERE PROVIDED AS PART OF THE DR. JOHN W. RYAN LEADERSHIP CIRCLE. IN ADDITION, THE ENDOWMENT FUND ADMINISTERS AND PROVIDES SCHOLARSHIP AWARDS OUT OF CHAPTER DESIGNATED INVESTMENT ACCOUNTS. DURING FY25, THIS CHAPTER SCHOLARSHIP FUND AWARDED 596 MERIT-BASED SCHOLARSHIPS TO OUTSTANDING STUDENT-LEADERS. DURING FY25, THE ENDOWMENT FUND PROVIDED 7 GRANTS THROUGH THE MILITARY HEROES CAMPAIGN TO ORGANIZATIONS DEDICATED TO ASSISTING MILITARY VETERANS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL BOARD MEMBERS RECEIVE A COPY OF THE 990 FOR THEIR REVIEW AND COMMENTARY PRIOR TO THE FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL TRUSTEES ARE REQUIRED TO DISCLOSE THEIR KNOWLEDGE OF POSSIBLE CONFLICTS OF INTEREST. ALL TRUSTEES REVIEW THE CONFLICTS POLICY ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0KSEF
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine2Txt0KAPPA SIGMA ENDOWMENT FUND
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0SCOTTSVILLE ROAD HOLDINGS LLC
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Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,840,198
Liabilities
$15,186
Net assets
$22,825,012
Revenue
$6,873,498
Expenses
$1,524,172
Net income
$5,349,326
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$22.8$0.02$22.8$6.87$1.52$5.35
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