Civic Intelligence

Kappa Alpha Theta Foundation Inc

990 • Fiscal year 2019 • EIN 36-6066531

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 22, 2019

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

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

14th percentile

0.06x

Higher debt load relative to revenue than 14% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

71st percentile

12%

Higher net margin than 71% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

20th percentile

$145,730

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

39th percentile

1.6%

Faster asset growth than 39% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-13%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$36,031,433

Up $4,332,850 (+14%) from 2016

Net Assets

Up

$35,870,411

Up $4,605,676 (+15%) from 2016

Liabilities

Down

$161,022

Down $272,826 (-63%) from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin71st percentile

Revenue

Up

$2,846,108

Up $252,520 (+9.7%) from 2016

Expenses

Up

$2,500,459

Up $42,539 (+1.7%) from 2016

Net Income

Up

$345,649

Up $209,981 (+155%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th 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 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

2019

Assets$36,031,433
Liabilities$161,022
Net Assets$35,870,411
Open 2019 Filing

Operations Trend

Revenue Growth17th 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 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

2019

Revenue$2,846,108
Expenses$2,500,459
Net Income$345,649
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 22, 2019
Return Version
2018v3.1
Gross Receipts
$8,132,428
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$26,986,199$27,706,526▲ $720,327
Investments Other Securities$6,839,972$7,074,199▲ $234,227
Pledges and Grants Receivable$832,420$562,607▼ $269,813
Cash and Non-Interest-Bearing Accounts$365,643$321,483▼ $44,160
Accounts Receivable$159,671$61,061▼ $98,610
Prepaid Expenses and Deferred Charges$17,257$20,366▲ $3,109
Land, Buildings, and Equipment, Net$7,161$3,200▼ $3,961
Total Assets$35,449,429$36,031,433▲ $582,004
Other Assets Total$241,106$281,991▲ $40,885
Liabilities
Accounts Payable and Accrued Expenses$172,391$149,473▼ $22,918
Grants Payable$195,070$4,797▼ $190,273
Other Liabilities$6,856$4,252▼ $2,604
Deferred Revenue$0$2,500▲ $2,500
Total Liabilities$374,317$161,022▼ $213,295
Net Assets / Fund Balance
Permanently Rstr Net Assets$16,561,117$16,955,120▲ $394,003
Unrestricted Net Assets$12,597,953$13,970,685▲ $1,372,732
Temporarily Rstr Net Assets$5,916,042$4,944,606▼ $971,436
Total Net Assets Fund Balance$35,075,112$35,870,411▲ $795,299
Total Liabilities and Net Assets / Fund Balance$35,449,429$36,031,433▲ $582,004

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,200$22,907$26,107
Other Securities$2,370,771--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$32,613,369$874,277▲ $1,051,169-$33,358,132
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
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelley HurstExecutive DirectorFT$122,318$23,412$145,730
Elizabeth Sierk CorridanSecretary-$9,196$1,615$10,811

Board Members and Trustees

NameTitle
Mandy WushinskeFraternity President
Victoria MccluggagePresident
Erica OchsFraternity Vice-president
Catherine CardelucciVice President
Christine BriedeTrustee
Laura DoerreTrustee
Nancy FrickTrustee
Tara CondonTrustee
Donna SchmidtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,691,078
Program Service Revenue
$0
Investment Income
$1,155,030
Other Revenue
$0
All Other Contributions
$1,691,078
Change in Net Assets
$345,649

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 Traded15$78,294Fair Market Value (FMV)
Total Noncash Contributions15$78,294-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,786,723
Revenue Not Reported on Financial Statements
$59,385
Revenue Not Reported on Form 990
$499,150
Total Revenue per Audited Statements
$3,285,873
Total Revenue per Form 990
$2,846,108
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,459,259
Salaries, Compensation, and Employee Benefits$653,772
Other Expenses$387,428
Total Fundraising Expense$367,855
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$784,925--$784,925
Grants to Domestic Orgs$665,709--$665,709
Other Salaries and Wages$51,247$177,438$152,852$381,537
Current Officers, Directors, Trustees, and Key Employees$4,555$112,942$28,233$145,730
Occupancy-$61,898-$61,898
All Other Expenses$3,173$4,259$53,605$61,037
Fees for Service Investment Mgmnt Fees-$59,385-$59,385
Other Employee Benefits$8,320$27,508$17,243$53,071
Payroll Taxes$4,610$22,784$14,226$41,620
Pension Plan Contributions$2,775$19,870$9,169$31,814
Fees for Services Other$236-$27,414$27,650
Conferences and Meetings$2,533$19,447$162$22,142
Fees for Services Accounting-$20,100-$20,100
Information Technology$6,123$1,083$10,205$17,411
Other Expenses$13,123$4,537$18,127$13,123
Fees for Services Legal$4,601$810$6,975$12,386
Foreign Grants$8,625--$8,625
Office Expenses-$5,966$99$6,065
Depreciation Depletion-$3,961-$3,961
Insurance-$1,530-$1,530
Interest-$888-$888
Total Functional Expenses$1,567,084$565,520$367,855$2,500,459

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,500,459
Total Expenses per Audited Statements$2,490,574
Expenses per Audited Statements$2,441,074
Expenses Not Reported on Financial Statements$59,385
Expenses Not Reported on Form 990$49,500
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
National Casa AssociationSeattle, WA501(c)(3)Charitable Grant$376,329
Kappa Alpha Theta FraternityIndianapolis, IN501(c)(7)Educational Grant$142,314
Kappa Alpha Theta Fraternity Gamma Phi House CorporationLubbock, TX501(c)(7)Educational Grant$122,333
HeartspringsWichita, KS501(c)(3)Charitable Grant$13,100
Kappa Alpha Theta Fraternity Housing CorporationIndianapolis, IN501(c)(7)Educational Grant$9,283

International Summary

Offices
0
Employees
0
Spending
$3,502,066

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$3,502,066
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

Other Reported Liabilities

LiabilityAmount
Capital Lease Obligation$2,608
Annuity Obligations$1,644
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
2019-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Victoria Mccluggage
Formed
1960
Legal Domicile
In
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
289

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 V, Line 2A

“Kappa alpha theta foundation and kappa alpha theta fraternity report all payroll using a common paymaster arrangement. All payroll is reported under a single payroll account, the fraternity's, and all quarterly and annual payroll filings with the internal revenue service and the state of indiana are reported under the fraternity's name. The foundation reimburses the fraternity for the actual cost of these individual's compensation, including benefits and payroll taxes. These payroll and related costs are recorded as expenses on part ix, lines 5 thru 10, and the fraternity treats these reimbursements as expense reduction. The total cost of this reimbursement was $653,772 for the year.”

FORM 990, PART XI, LINE 9:

“Change in uncollectible pledges -2,325. Change in value of split interest a -1,287.”

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 -1,287. Change in uncollectible pledges 47,175.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Change in uncollectible pledges 49,500.”

Raw XML AppendixShowing 400 of 687 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0172391
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0149473
IRS990/AccountsReceivableGrp/BOYAmt0159671
IRS990/AccountsReceivableGrp/EOYAmt061061
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO STRENGTHEN AND EMPOWER MEMBERS THROUGH PHILANTHROPY AND EDUCATION.
IRS990/AllOtherContributionsAmt01691078
IRS990/AllOtherExpensesGrp/FundraisingAmt053605
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt04259
IRS990/AllOtherExpensesGrp/ProgramServicesAmt03173
IRS990/AllOtherExpensesGrp/TotalAmt061037
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DONNA HEINEKAMP
IRS990/BooksInCareOfDetail/PhoneNum03178761870
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08740 FOUNDERS ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046268
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0365643
IRS990/CashNonInterestBearingGrp/EOYAmt0321483
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt028233
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0112942
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt04555
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0145730
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt0162
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt019447
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02533
IRS990/ConferencesMeetingsGrp/TotalAmt022142
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01691078
IRS990/CYGrantsAndSimilarPaidAmt01459259
IRS990/CYInvestmentIncomeAmt01155030
IRS990/CYOtherExpensesAmt0387428
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0345649
IRS990/CYSalariesCompEmpBnftPaidAmt0653772
IRS990/CYTotalExpensesAmt02500459
IRS990/CYTotalFundraisingExpenseAmt0367855
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02846108
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt02500
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt03961
IRS990/DepreciationDepletionGrp/TotalAmt03961
IRS990/Desc0GRANTS TO INDIVIDUALS OR ORGANIZATIONS FOR EDUCATIONAL AND LEADERSHIP TRAINING PROGRAMS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0740258
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt020100
IRS990/FeesForServicesAccountingGrp/TotalAmt020100
IRS990/FeesForServicesLegalGrp/FundraisingAmt06975
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0810
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt04601
IRS990/FeesForServicesLegalGrp/TotalAmt012386
IRS990/FeesForServicesOtherGrp/FundraisingAmt027414
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0236
IRS990/FeesForServicesOtherGrp/TotalAmt027650
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt059385
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt059385
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt08625
IRS990/ForeignGrantsGrp/TotalAmt08625
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt215.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1035.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt01615
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1023412
IRS990/Form990PartVIISectionAGrp/PersonNm0ELIZABETH SIERK CORRIDAN
IRS990/Form990PartVIISectionAGrp/PersonNm1VICTORIA MCCLUGGAGE
IRS990/Form990PartVIISectionAGrp/PersonNm2CATHERINE CARDELUCCI
IRS990/Form990PartVIISectionAGrp/PersonNm3DONNA SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm4CHRISTINE BRIEDE
IRS990/Form990PartVIISectionAGrp/PersonNm5TARA CONDON
IRS990/Form990PartVIISectionAGrp/PersonNm6LAURA DOERRE
IRS990/Form990PartVIISectionAGrp/PersonNm7NANCY FRICK
IRS990/Form990PartVIISectionAGrp/PersonNm8MANDY WUSHINSKE
IRS990/Form990PartVIISectionAGrp/PersonNm9ERICA OCHS
IRS990/Form990PartVIISectionAGrp/PersonNm10KELLEY HURST
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt09196
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10122318
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8FRATERNITY PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9FRATERNITY VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01960
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-82817
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt0689324
IRS990/GrantsPayableGrp/BOYAmt0195070
IRS990/GrantsPayableGrp/EOYAmt04797
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0784925
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0784925
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0665709
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0665709
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05203503
IRS990/GrossReceiptsAmt08132428
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt010205
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01083
IRS990/InformationTechnologyGrp/ProgramServicesAmt06123
IRS990/InformationTechnologyGrp/TotalAmt017411
IRS990/InsuranceGrp/ManagementAndGeneralAmt01530
IRS990/InsuranceGrp/TotalAmt01530
IRS990/InterestGrp/ManagementAndGeneralAmt0888
IRS990/InterestGrp/TotalAmt0888
IRS990/InvestmentIncomeGrp/ExclusionAmt01237847
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01237847
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06839972
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt07074199
IRS990/InvestmentsPubTradedSecGrp/BOYAmt026986199
IRS990/InvestmentsPubTradedSecGrp/EOYAmt027706526
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt022907
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07161
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03200
IRS990/LandBldgEquipCostOrOtherBssAmt026107
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05286320
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/NetAssetsOrFundBalancesBOYAmt035075112
IRS990/NetAssetsOrFundBalancesEOYAmt035870411
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-82817
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-82817
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0453262
IRS990/NoncashContributionsAmt078294
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt061898
IRS990/OccupancyGrp/TotalAmt061898
IRS990/OfficeExpensesGrp/FundraisingAmt099
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05966
IRS990/OfficeExpensesGrp/TotalAmt06065
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0241106
IRS990/OtherAssetsTotalGrp/EOYAmt0281991
IRS990/OtherChangesInNetAssetsAmt0-3612
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt017243
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt027508
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt08320
IRS990/OtherEmployeeBenefitsGrp/TotalAmt053071
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1PRINTING AND PUBLICATIO
IRS990/OtherExpensesGrp/Desc2CULTIVATION
IRS990/OtherExpensesGrp/Desc3CASA EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt012823
IRS990/OtherExpensesGrp/FundraisingAmt116722
IRS990/OtherExpensesGrp/FundraisingAmt218127
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt021114
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14537
IRS990/OtherExpensesGrp/ProgramServicesAmt04641
IRS990/OtherExpensesGrp/ProgramServicesAmt11888
IRS990/OtherExpensesGrp/ProgramServicesAmt213123
IRS990/OtherExpensesGrp/TotalAmt038578
IRS990/OtherExpensesGrp/TotalAmt123147
IRS990/OtherExpensesGrp/TotalAmt218127
IRS990/OtherExpensesGrp/TotalAmt313123
IRS990/OtherLiabilitiesGrp/BOYAmt06856
IRS990/OtherLiabilitiesGrp/EOYAmt04252
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0152852
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0177438
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt051247
IRS990/OtherSalariesAndWagesGrp/TotalAmt0381537
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt014226
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt022784
IRS990/PayrollTaxesGrp/ProgramServicesAmt04610
IRS990/PayrollTaxesGrp/TotalAmt041620
IRS990/PensionPlanContributionsGrp/FundraisingAmt09169
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt019870
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02775
IRS990/PensionPlanContributionsGrp/TotalAmt031814
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt016561117
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt016955120
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0832420
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0562607
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017257
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020366
IRS990/PrincipalOfficerNm0VICTORIA MCCLUGGAGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS TO KAPPA ALPHA THETA FRATERNITY ALUMNAE AND COLLEGIANS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0801604
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0746448
IRS990/ProgSrvcAccomActy3Grp/Desc0PHILANTHROPIC GRANTS TO ORGANIZATIONS SUPPORTING THOSE WITH SPECIAL NEEDS AND GRANTS TO INDIVIDUALS IN FINANCIAL NEED.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt025222
IRS990/ProgSrvcAccomActy3Grp/GrantAmt023487
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01979655
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01689159
IRS990/PYInvestmentIncomeAmt01296040
IRS990/PYOtherExpensesAmt0499929
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0476249
IRS990/PYSalariesCompEmpBnftPaidAmt0579570
IRS990/PYTotalExpensesAmt02799446
IRS990/PYTotalProfFndrsngExpnsAmt030788
IRS990/PYTotalRevenueAmt03275695
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0345649
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01691078
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01979655
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01433351
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02719555
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01958884
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09782523
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01237847
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01199428
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0935954
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01044035
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01063323
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05480587
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62100
IRS990ScheduleA/PublicSupportPY170Pct00.62970
IRS990ScheduleA/PublicSupportTotal170Amt09477972
IRS990ScheduleA/SubstantialContributorsTotAmt0304551
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01691078
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01979655
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01433351
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02719555
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01958884
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09782523
IRS990ScheduleA/TotalSupportAmt015263110
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.38290
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0107694
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt032613369
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0874277
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt033358132
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01072989
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01051169
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0104009
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt031086242
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01053875
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt032613369
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01144724
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01721985
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0100271
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt028820604
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01078928
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt031086242
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01253732
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02540713
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt092951
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt029629994
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01556328
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt028820604
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0962895
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1309872
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt086469
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt030236459
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01811448
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt029629994
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0895172
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1603210
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt03200
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022907

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
$36,031,433
Liabilities
$161,022
Net assets
$35,870,411
Revenue
$2,846,108
Expenses
$2,500,459
Net income
$345,649
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
2019Detailed filing. Detailed filing data is available for this year.$36.0$0.16$35.9$2.85$2.50$0.35
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