Civic Intelligence

Kappa Alpha Theta Foundation Inc

990 • Fiscal year 2018 • EIN 36-6066531

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 31, 2018

Organization ProfileWWW.KAPPAALPHATHETAFOUNDATION.ORG

View Organization Page

8740 Founders RoadIndianapolis, IN 46268

(317) 876-1870

Siviq Scores

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

Liabilities / Assets

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.11x

Higher debt load relative to revenue than 26% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

10th percentile

$87,062

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

63rd percentile

5.8%

Faster asset growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2018

Revenue Growth

69th percentile

12%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$35,449,429

Up $3,750,846 (+12%) from 2016

Net Assets

Up

$35,075,112

Up $3,810,377 (+12%) from 2016

Liabilities

Down

$374,317

Down $59,531 (-14%) from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin72nd percentile

Revenue

Up

$3,275,695

Up $682,107 (+26%) from 2016

Expenses

Up

$2,799,446

Up $341,526 (+14%) from 2016

Net Income

Up

$476,249

Up $340,581 (+251%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$60M$40M$20M$0Assets 2013: $30,055,631Liabilities 2013: $224,627Net Assets 2013: $29,831,0042013Assets 2014: $33,784,767Liabilities 2014: $293,696Net Assets 2014: $33,491,0712014Assets 2015: $32,219,651Liabilities 2015: $280,796Net Assets 2015: $31,938,8552015Assets 2016: $31,698,583Liabilities 2016: $433,848Net Assets 2016: $31,264,7352016Assets 2018: $35,449,429Liabilities 2018: $374,317Net Assets 2018: $35,075,1122018Assets 2019: $36,031,433Liabilities 2019: $161,022Net Assets 2019: $35,870,4112019Assets 2020: $34,709,681Liabilities 2020: $311,184Net Assets 2020: $34,398,4972020Assets 2021: $42,994,563Liabilities 2021: $200,641Net Assets 2021: $42,793,9222021Assets 2022: $37,562,458Liabilities 2022: $218,677Net Assets 2022: $37,343,7812022Assets 2023: $42,187,004Liabilities 2023: $346,943Net Assets 2023: $41,840,0612023Assets 2025: $47,948,444Liabilities 2025: $371,295Net Assets 2025: $47,577,1492025

Highlighted filing

2018

Assets$35,449,429
Liabilities$374,317
Net Assets$35,075,112
Open 2018 Filing

Operations Trend

Revenue Growth69th 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: $2,282,3882013Revenue 2014: $3,947,424Expenses 2014: $2,584,438Net Income 2014: $1,362,9862014Revenue 2015: $2,992,018Expenses 2015: $2,355,079Net Income 2015: $636,9392015Revenue 2016: $2,593,588Expenses 2016: $2,457,920Net Income 2016: $135,6682016Revenue 2018: $3,275,695Expenses 2018: $2,799,446Net Income 2018: $476,2492018Revenue 2019: $2,846,108Expenses 2019: $2,500,459Net Income 2019: $345,6492019Revenue 2020: $1,150,128Expenses 2020: $2,845,171Net Income 2020: -$1,695,0432020Revenue 2021: $5,327,679Expenses 2021: $2,212,139Net Income 2021: $3,115,5402021Revenue 2022: $4,799,412Expenses 2022: $2,350,444Net Income 2022: $2,448,9682022Revenue 2023: $4,162,102Expenses 2023: $2,861,080Net Income 2023: $1,301,0222023Revenue 2025: $6,245,264Expenses 2025: $4,668,333Net Income 2025: $1,576,9312025

Highlighted filing

2018

Revenue$3,275,695
Expenses$2,799,446
Net Income$476,249
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 31, 2018
Return Version
2017v2.3
Gross Receipts
$11,279,255
Mission and Program Overview

Mission

Kappa alpha theta foundation secures and manages resources for the educational, leadership, and philanthropic programs of the fraternity and for the scholastic, professional, and service pursuits of its members to help them reach their fullest potential and make a difference in the world.

To strengthen and empower members through philanthropy and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$25,254,576$26,986,199▲ $1,731,623
Investments Other Securities$6,482,423$6,839,972▲ $357,549
Pledges and Grants Receivable$1,334,164$832,420▼ $501,744
Cash and Non-Interest-Bearing Accounts$439,106$365,643▼ $73,463
Accounts Receivable$48,064$159,671▲ $111,607
Prepaid Expenses and Deferred Charges$14,963$17,257▲ $2,294
Land, Buildings, and Equipment, Net$44,754$7,161▼ $37,593
Total Assets$33,865,942$35,449,429▲ $1,583,487
Other Assets Total$247,892$241,106▼ $6,786
Liabilities
Grants Payable$163,496$195,070▲ $31,574
Accounts Payable and Accrued Expenses$65,975$172,391▲ $106,416
Other Liabilities$10,233$6,856▼ $3,377
Total Liabilities$239,704$374,317▲ $134,613
Net Assets / Fund Balance
Permanently Rstr Net Assets$16,214,941$16,561,117▲ $346,176
Unrestricted Net Assets$11,635,549$12,597,953▲ $962,404
Temporarily Rstr Net Assets$5,775,748$5,916,042▲ $140,294
Total Net Assets Fund Balance$33,626,238$35,075,112▲ $1,448,874
Total Liabilities and Net Assets / Fund Balance$33,865,942$35,449,429▲ $1,583,487

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,161$18,946$26,107
Other Securities$2,431,464--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$31,086,242$1,053,875▲ $1,721,985-$32,613,369
2016$28,820,604$1,078,928▲ $2,540,713-$31,086,242
2015$29,629,994$1,556,328▼ $1,309,872-$28,820,604
2014$30,236,459$1,811,448▼ $1,603,210-$29,629,994
2013$26,597,225$1,521,224▲ $3,050,176-$30,236,459
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gaylena MerritInterim Executive DirectorFT$74,217$12,845$87,062

Board Members and Trustees

NameTitle
Laura DoerreFraternity President
Mary Ellen FitzsimondsPresident
Kimberly MartinFraternity Vice President
Victoria MccluggageVice President
Kelley HurstExecutive Director
Aimee ForsytheTrustee
Donna SchmidtTrustee
Elizabeth HumphreysTrustee
Gloria CochranTrustee
Joan KreigerTrustee
Lisa OlneyTrustee
Tara CondonTrustee
Catherine CardelucciSecretary
Patricia ParkerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,979,655
Program Service Revenue
$0
Investment Income
$1,296,040
Other Revenue
$0
All Other Contributions
$1,979,655
Change in Net Assets
$476,249

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded19$146,416Fair Market Value (FMV)
Total Noncash Contributions19$146,416-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,210,852
Revenue Not Reported on Financial Statements
$64,843
Revenue Not Reported on Form 990
$972,625
Total Revenue per Audited Statements
$4,183,477
Total Revenue per Form 990
$3,275,695
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,689,159
Salaries, Compensation, and Employee Benefits$579,570
Other Expenses$499,929
Total Fundraising Expense$351,213
Professional Fundraising Fees$30,788

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$906,113--$906,113
Grants to Domestic Individuals$767,646--$767,646
Other Salaries and Wages$65,738$169,692$122,974$358,404
Current Officers, Directors, Trustees, and Key Employees$14,912$83,095$8,756$106,763
Conferences and Meetings$4,150$66,993$23,093$94,236
Occupancy-$84,256-$84,256
All Other Expenses$4,114$1,602$64,271$69,987
Fees for Service Investment Mgmnt Fees-$64,843-$64,843
Other Employee Benefits$9,350$29,106$14,350$52,806
Pension Plan Contributions$4,781$17,518$8,857$31,156
Fees for Services Professional Fundraising--$30,788$30,788
Payroll Taxes$5,373$14,644$10,424$30,441
Information Technology$3,926$2,453$19,379$25,758
Depreciation Depletion-$21,872-$21,872
Fees for Services Legal$1,846$12,175$6,750$20,771
Fees for Services Accounting-$19,500-$19,500
Other Expenses$15,580$18,348$3,685$15,580
Foreign Grants$15,400--$15,400
Office Expenses$4$6,614$366$6,984
Fees for Services Other$159-$3,541$3,700
Insurance-$1,476-$1,476
Interest-$1,418-$1,418
Total Functional Expenses$1,821,470$626,763$351,213$2,799,446

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,799,446
Expenses per Audited Statements$2,734,603
Total Expenses per Audited Statements$2,734,603
Expenses Not Reported on Financial Statements$64,843
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
HeartspringsWichita, KS501(c)(3)Charitable Grant-
Kappa Alpha Theta FraternityIndianapolis, IN501(c)(7)Educational Grant-
Kappa Alpha Theta Fraternity Gamma Phi House CorporationLubbock, TX501(c)(7)Educational Grant-
Kappa Alpha Theta Fraternity Housing CorporationIndianapolis, IN501(c)(7)Educational Grant-
National Casa AssociationSeattle, WA501(c)(3)Charitable Grant-

International Summary

Offices
0
Employees
0
Spending
$3,439,709

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean -Investment in the Weatherlow Offshore Fund I, Ltd.-00$3,439,709
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$30,788
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease Obligation$5,797
Annuity Obligations$1,059
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The foundation's board of trustees receives and reviews form 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The foundation's board of trustees annually reviews conflict of interest disclosures and addresses issues on a case-by-case basis, if applicable.”

Form 990, Part VI, Section B, Line 15A

“The executive committee of the board conducts and evaluates performance reviews of the executive director. The committee researches and obtains comparability data regarding compensation of executive directors of similar sized organizations in the indianapolis region. The committee deliberates and decides all compensation matters. Written minutes are kept of such deliberations. Decisions of the committee are subject to approval by the board of trustees.”

Form 990, Part VI, Section C, Line 18

“The foundation makes irs form 1023 and form 990 available for public inspection upon request.”

Form 990, Part VI, Section C, Line 19

“The foundation makes its governing and other documents available to interested parties upon request.”

Filing and Contact Details

Filer

Filer Name
Kappa Alpha Theta Foundation
EIN
36-6066531
Phone
3178761870
Address
8740 FOUNDERS ROAD, INDIANAPOLIS, IN 46268

Signing Officer

Name
Elizabeth Corridan
Title
Secretary
Phone
3178761870
Signed
2018-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Ellen Fitzsimonds
Formed
1960
Legal Domicile
In
Voting Board Members
13
Independent Board Members
13
Employees
9
Volunteers
290

Preparer

Firm
Mcm Cpas & Advisors Llp
Address
6840 EAGLE HIGHLANDS WAY, INDIANAPOLIS, IN 46254
Preparer
Rebekah Payne CPA
Phone
3173475200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in uncollectible pledges 84,892. Change in value of split interest a -211.”

FORM 990, PART XII, LINE 2C:

“The foundation has an audit committee which assumes responsibility for overseeing the annual audit and selection of an independent accountant.”

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are used to fund grants, scholarships and operating expenses.”

PART X, LINE 2:

“The foundation has evaluated tax positions taken in the tax returns filed and has determined that there are no uncertain tax positions as defined by generally accepted accounting principles.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of split interest agreement -211. Change in uncollectible pledges 84,892.”

Raw XML AppendixShowing 400 of 778 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.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11FRATERNITY PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12FRATERNITY VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13INTERIM EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR
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IRS990/FormationYr01960
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IRS990/FSAuditedInd01
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IRS990/GainOrLossGrp/SecuritiesAmt0113486
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IRS990/GrantsPayableGrp/BOYAmt0163496
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0906113
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0906113
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08100172
IRS990/GrossReceiptsAmt011279255
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt019379
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02453
IRS990/InformationTechnologyGrp/ProgramServicesAmt03926
IRS990/InformationTechnologyGrp/TotalAmt025758
IRS990/InsuranceGrp/ManagementAndGeneralAmt01476
IRS990/InsuranceGrp/TotalAmt01476
IRS990/InterestGrp/ManagementAndGeneralAmt01418
IRS990/InterestGrp/TotalAmt01418
IRS990/InvestmentIncomeGrp/ExclusionAmt01199428
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01199428
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06482423
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06839972
IRS990/InvestmentsPubTradedSecGrp/BOYAmt025254576
IRS990/InvestmentsPubTradedSecGrp/EOYAmt026986199
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt018946
IRS990/LandBldgEquipBasisNetGrp/BOYAmt044754
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07161
IRS990/LandBldgEquipCostOrOtherBssAmt026107
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt016874
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07986686
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0KAPPA ALPHA THETA FOUNDATION SECURES AND MANAGES RESOURCES FOR THE EDUCATIONAL, LEADERSHIP, AND PHILANTHROPIC PROGRAMS OF THE FRATERNITY AND FOR THE SCHOLASTIC, PROFESSIONAL, AND SERVICE PURSUITS OF ITS MEMBERS TO HELP THEM REACH THEIR FULLEST POTENTIAL AND MAKE A DIFFERENCE IN THE WORLD.
IRS990/MoreThan5000KToIndividualsInd01
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt033626238
IRS990/NetAssetsOrFundBalancesEOYAmt035075112
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt096612
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt096612
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0887944
IRS990/NoncashContributionsAmt0146416
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt084256
IRS990/OccupancyGrp/TotalAmt084256
IRS990/OfficeExpensesGrp/FundraisingAmt0366
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06614
IRS990/OfficeExpensesGrp/ProgramServicesAmt04
IRS990/OfficeExpensesGrp/TotalAmt06984
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0247892
IRS990/OtherAssetsTotalGrp/EOYAmt0241106
IRS990/OtherChangesInNetAssetsAmt084681
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt014350
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt029106
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09350
IRS990/OtherEmployeeBenefitsGrp/TotalAmt052806
IRS990/OtherExpensesGrp/Desc0ANNUAL REPORT
IRS990/OtherExpensesGrp/Desc1PRINTING AND PUBLICATIO
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3CASA EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt015379
IRS990/OtherExpensesGrp/FundraisingAmt118600
IRS990/OtherExpensesGrp/FundraisingAmt23685
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08585
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12573
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt218348
IRS990/OtherExpensesGrp/ProgramServicesAmt02198
IRS990/OtherExpensesGrp/ProgramServicesAmt1180
IRS990/OtherExpensesGrp/ProgramServicesAmt215580
IRS990/OtherExpensesGrp/TotalAmt023964
IRS990/OtherExpensesGrp/TotalAmt123371
IRS990/OtherExpensesGrp/TotalAmt222213
IRS990/OtherExpensesGrp/TotalAmt315580
IRS990/OtherLiabilitiesGrp/BOYAmt010233
IRS990/OtherLiabilitiesGrp/EOYAmt06856
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0122974
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0169692
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt065738
IRS990/OtherSalariesAndWagesGrp/TotalAmt0358404
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt010424
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014644
IRS990/PayrollTaxesGrp/ProgramServicesAmt05373
IRS990/PayrollTaxesGrp/TotalAmt030441
IRS990/PensionPlanContributionsGrp/FundraisingAmt08857
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt017518
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04781
IRS990/PensionPlanContributionsGrp/TotalAmt031156
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt016214941
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt016561117
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01334164
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0832420
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014963
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017257
IRS990/PrincipalOfficerNm0MARY ELLEN FITZSIMONDS
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS TO KAPPA ALPHA THETA FRATERNITY ALUMNAE AND COLLEGIANS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0810202
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0751349
IRS990/ProgSrvcAccomActy3Grp/Desc0PHILANTHROPIC GRANTS TO ORGANIZATIONS SUPPORTING THOSE WITH SPECIAL NEEDS AND GRANTS TO INDIVIDUALS IN FINANCIAL NEED.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt047387
IRS990/ProgSrvcAccomActy3Grp/GrantAmt043945
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01433351
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01687832
IRS990/PYInvestmentIncomeAmt0887530
IRS990/PYOtherExpensesAmt0448773
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-466267
IRS990/PYSalariesCompEmpBnftPaidAmt0581673
IRS990/PYTotalExpensesAmt02787148
IRS990/PYTotalProfFndrsngExpnsAmt068870
IRS990/PYTotalRevenueAmt02320881
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0476249
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01979655
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01433351
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02719555
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01958884
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02843182
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010934627
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01199428
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0935954
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01044035
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01063323
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0958975
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05201715
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62970
IRS990ScheduleA/PublicSupportPY170Pct00.64840
IRS990ScheduleA/PublicSupportTotal170Amt010160788
IRS990ScheduleA/SubstantialContributorsTotAmt0773839
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01979655
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01433351
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02719555
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01958884
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02843182
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010934627
IRS990ScheduleA/TotalSupportAmt016136342
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.36350
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0104009
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt031086242

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,449,429
Liabilities
$374,317
Net assets
$35,075,112
Revenue
$3,275,695
Expenses
$2,799,446
Net income
$476,249
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.9$0.37$47.6$6.25$4.67$1.58
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.2$0.35$41.8$4.16$2.86$1.30
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.6$0.22$37.3$4.80$2.35$2.45
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.0$0.20$42.8$5.33$2.21$3.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.7$0.31$34.4$1.15$2.85$1.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.0$0.16$35.9$2.85$2.50$0.35
2018Detailed filing. Detailed filing data is available for this year.$35.4$0.37$35.1$3.28$2.80$0.48
2016Detailed filing. Detailed filing data is available for this year.$31.7$0.43$31.3$2.59$2.46$0.14
2015Detailed filing. Detailed filing data is available for this year.$32.2$0.28$31.9$2.99$2.36$0.64
2014Detailed filing. Detailed filing data is available for this year.$33.8$0.29$33.5$3.95$2.58$1.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.1$0.22$29.8$2.28