Civic Intelligence

Kappa Alpha Order Educational Foundation

990 • Fiscal year 2020 • EIN 75-1783690

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 26, 2021

Organization ProfileWWW.KAOEF.ORG
PO Box 1865 115 Liberty Hall RoadLexington, VA 24450

(540) 463-1865

Siviq Scores

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

Liabilities / Assets

28th percentile

0.06x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

54th percentile

0.33x

Higher debt load relative to revenue than 54% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

60th percentile

8.4%

Higher net margin than 60% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

84th percentile

$348,953

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 19.5% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

33rd percentile

1.6%

Faster asset growth than 33% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

64th percentile

9.0%

Faster revenue growth than 64% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$10,123,297

Up $159,002 (+1.6%) from 2019

Net Assets

Up

$9,538,468

Up $81,335 (+0.9%) from 2019

Liabilities

Up

$584,829

Up $77,667 (+15%) from 2019

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin60th percentile

Revenue

Up

$1,786,365

Up $147,848 (+9.0%) from 2019

Expenses

Up

$1,635,536

Up $21,373 (+1.3%) from 2019

Net Income

Up

$150,829

Up $126,475 (+519%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $10,137,443Liabilities 2010: $649,984Net Assets 2010: $9,487,4592010Assets 2011: $10,662,252Liabilities 2011: $1,023,881Net Assets 2011: $9,638,3712011Assets 2012: $9,144,602Liabilities 2012: $1,060,727Net Assets 2012: $8,083,8752012Assets 2013: $9,188,179Liabilities 2013: $879,348Net Assets 2013: $8,308,8312013Assets 2014: $9,538,133Liabilities 2014: $408,943Net Assets 2014: $9,129,1902014Assets 2015: $9,349,628Liabilities 2015: $239,251Net Assets 2015: $9,110,3772015Assets 2016: $9,213,602Liabilities 2016: $534,996Net Assets 2016: $8,678,6062016Assets 2017: $9,698,594Liabilities 2017: $558,160Net Assets 2017: $9,140,4342017Assets 2018: $9,808,319Liabilities 2018: $418,465Net Assets 2018: $9,389,8542018Assets 2019: $9,964,295Liabilities 2019: $507,162Net Assets 2019: $9,457,1332019Assets 2020: $10,123,297Liabilities 2020: $584,829Net Assets 2020: $9,538,4682020Assets 2021: $13,471,837Liabilities 2021: $526,566Net Assets 2021: $12,945,2712021Assets 2022: $12,310,245Liabilities 2022: $632,779Net Assets 2022: $11,677,4662022Assets 2023: $13,365,043Liabilities 2023: $708,174Net Assets 2023: $12,656,8692023Assets 2024: $14,511,321Liabilities 2024: $475,351Net Assets 2024: $14,035,9702024Assets 2025: $16,534,262Liabilities 2025: $397,218Net Assets 2025: $16,137,0442025

Highlighted filing

2020

Assets$10,123,297
Liabilities$584,829
Net Assets$9,538,468
Open 2020 Filing

Operations Trend

Revenue Growth64th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,420,0152010Revenue 2011: $948,445Expenses 2011: $1,278,123Net Income 2011: -$329,6782011Expenses 2012: $1,339,9842012Expenses 2013: $1,106,8922013Revenue 2014: $1,834,048Expenses 2014: $1,216,232Net Income 2014: $617,8162014Revenue 2015: $1,430,559Expenses 2015: $1,201,574Net Income 2015: $228,9852015Revenue 2016: $1,265,594Expenses 2016: $1,386,373Net Income 2016: -$120,7792016Revenue 2017: $1,646,724Expenses 2017: $1,460,312Net Income 2017: $186,4122017Revenue 2018: $1,767,156Expenses 2018: $1,502,057Net Income 2018: $265,0992018Revenue 2019: $1,638,517Expenses 2019: $1,614,163Net Income 2019: $24,3542019Revenue 2020: $1,786,365Expenses 2020: $1,635,536Net Income 2020: $150,8292020Revenue 2021: $4,116,886Expenses 2021: $1,786,873Net Income 2021: $2,330,0132021Revenue 2022: $2,862,476Expenses 2022: $1,992,101Net Income 2022: $870,3752022Revenue 2023: $2,130,916Expenses 2023: $2,074,421Net Income 2023: $56,4952023Revenue 2024: $2,573,708Expenses 2024: $2,320,657Net Income 2024: $253,0512024Revenue 2025: $5,186,640Expenses 2025: $3,171,749Net Income 2025: $2,014,8912025

Highlighted filing

2020

Revenue$1,786,365
Expenses$1,635,536
Net Income$150,829
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 26, 2021
Return Version
2019v5.2
Gross Receipts
$6,999,634
Mission and Program Overview

Mission

The foundation provides grants for educational programs of kappa alpha order and provides scholarships to deserving graduate and undergraduate students.

Educational program support for kappa alpha order

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,978,263$7,127,422▲ $149,159
Land, Buildings, and Equipment, Net$2,338,545$2,261,162▼ $77,383
Pledges and Grants Receivable$324,476$332,876▲ $8,400
Cash and Non-Interest-Bearing Accounts$91,881$141,877▲ $49,996
Prepaid Expenses and Deferred Charges$62,962$29,375▼ $33,587
Inventories for Sale or Use$9,260$20,749▲ $11,489
Investments Program Related$20,002$20,002→ $0
Savings and Temporary Cash Investments$15,355$15,361▲ $6
Total Assets$9,964,295$10,123,297▲ $159,002
Other Assets Total$123,551$174,473▲ $50,922
Liabilities
Other Liabilities$503,076$505,536▲ $2,460
Unsecured Notes Loans Payable-$75,814-
Accounts Payable and Accrued Expenses$4,086$3,479▼ $607
Total Liabilities$507,162$584,829▲ $77,667
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,790,101$7,976,301▲ $186,200
Net Assets Without Donor Restrictions$1,667,032$1,562,167▼ $104,865
Total Net Assets Fund Balance$9,457,133$9,538,468▲ $81,335
Total Liabilities and Net Assets / Fund Balance$9,964,295$10,123,297▲ $159,002

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,636,780$1,279,810$2,916,590
Land$594,161-$594,161
Equipment$30,221$326,467$356,688

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$6,998,265$566,685▲ $107,768$494,087$7,147,424
2018$6,824,009$48,454▲ $409,023$252,872$6,998,265
2017$6,732,330$115,880▲ $378,500$372,206$6,824,009
2016$6,323,625$29,370▲ $650,901$237,456$6,732,330
2015$6,170,668$321,917▼ $122,740-$6,323,625
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Larry S WiesePresidentPT$118,933$11,526$130,459

Board Members and Trustees

NameTitle
Derick S CloseChairman
David M WarrenVice President
Dan H AkinTrustee
Darren S KayTrustee
Dr Russell J SaloomTrustee
E L Scott MclainTrustee
Erik T ShowalterTrustee
James R EstesTrustee
Michael V PaulinTrustee
Richard L BurkeTrustee
Robert W HaganTrustee
Steve C KnightTrustee
Todd D ReavesTrustee
William E DreyerTrustee
Idris R TraylorLife Trustee
Jack R TaylorLife Trustee
Timothy K AdamsLife Trustee
C Douglas Simmons IiiKnight Commander
Eugene M JulianSecretary
R Scott HealthTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,456,463
Program Service Revenue
$13,149
Investment Income
$177,267
Other Revenue
$139,486
All Other Contributions
$1,456,463
Change in Net Assets
$150,829

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Art Historical Treasures14$8,117DONOR'S ASSESSMENT
Total Noncash Contributions14$8,117-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,737,962
Revenue Not Reported on Financial Statements
$48,403
Revenue Not Reported on Form 990
$-10,526
Other Revenue Adjustments
$17,216
Total Revenue per Audited Statements
$1,727,436
Total Revenue per Form 990
$1,786,365
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$860,442
Total Fundraising Expense$706,057
Salaries, Compensation, and Employee Benefits$571,503
Grants and Similar Amounts Paid$203,591
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$155,026$85,428$132,266$372,720
Information Technology$7,466$11,080$298,809$317,355
Grants to Domestic Individuals$138,391--$138,391
Comp Disqual Persons$52,314$30,658$47,487$130,459
Depreciation Depletion$35,517$48,671$35,397$119,585
Occupancy$25,302$32,116$24,927$82,345
Grants to Domestic Orgs$65,200--$65,200
Travel-$4,276$54,226$58,502
Conferences and Meetings$24,762$7,426$7,715$39,903
Fees for Service Investment Mgmnt Fees-$31,187-$31,187
Office Expenses$40$14,610$12,779$27,429
Payroll Taxes$11,227$6,165$9,531$26,923
Other Employee Benefits$10,113$5,554$8,585$24,252
Insurance$7,264$9,234$7,110$23,608
Fees for Services Accounting-$19,505-$19,505
Interest--$17,196$17,196
Pension Plan Contributions$7,151$3,927$6,071$17,149
Fees for Services Other-$250$16,243$16,493
Fees for Services Legal-$14,729-$14,729
Other Expenses$3,954$5,868$4,250$14,072
All Other Expenses$584$1,267$1,518$3,369
Fees for Services Management$782$430$664$1,876
Total Functional Expenses$582,990$346,489$706,057$1,635,536

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,646,101
Total Expenses per Form 990$1,635,536
Expenses per Audited Statements$1,587,133
Expenses Not Reported on Form 990$58,968
Expenses Not Reported on Financial Statements$48,403
Other Expense Adjustments$17,216
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kappa Alpha OrderLexington, VA501(c)(7)Educational Programs Described in Form 990 Part Iii.$51,150
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$147,222
Fundraising Direct Expenses$58,968
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bid for Brotherhood Auction$147,222$147,222$58,968$88,254
Total Events$147,222$147,222$58,968$88,254
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Obligations$325,091
Payable to Kappa Alpha Order$144,966
Accrued Vacations$34,760
Accrued Interest Payable$719
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 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
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

“A pdf copy of the 990 was made available by e-mail.”

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

“The finance committee of the board of trustees is charged with making a periodic review.”

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

“Larry wiese is reviewed by both the executive council of kappa alpha order and by the board of trustees of kappa alpha order educational foundation.”

Form 990, Part VI, Section C, Line 18

“Form 990 is available on the web at www.guidestar.org and is available in hard copy on request at the national administrative offices in lexington, virginia.”

Form 990, Part VI, Section C, Line 19

“Kappa alpha order educational foundation makes part of its policies and procedures available to the public on its website. All others are available in hard copy on request at the national administrative office in lexington, virginia.”

Filing and Contact Details

Filer

Filer Name
Kappa Alpha Order Educational Foundation
EIN
75-1783690
Phone
5404631865
Address
PO BOX 1865 115 LIBERTY HALL ROAD, LEXINGTON, VA 24450

Signing Officer

Name
Larry S Wiese
Title
President
Phone
5404637121
Signed
2021-03-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry S Wiese
Formed
1982
Legal Domicile
TX
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
0

Preparer

Firm
Raetz & Hawkins Pc Cpas
Address
128 SOUTH RANDOLPH STREET, LEXINGTON, VA 24450-0916
Preparer
Lucas C Penix
Phone
5404637121
Supplemental Narrative

Additional Explanations

Form 990, Page 11, Part XI, Line 2C

“The foundation trustees have appointed an audit committee of highly qualified individuals. The committee meets regularly with the independent auditors and corresponds regularly with the auditors by telephone and e-mail.”

Financial Statement Notes

PART III, LINE 4:

“The foundation's collection consists principally of historical items related to robert e lee, to the founders of kappa alpha order and to other prominent alumni of ka.”

PART IV, LINE 2B:

“The foundation holds a rent deposit that is refundable to kappa alpha order in connection with a real estate lease.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Special event fundraising expenses 58,968.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Interest expense charitable gift annuity 17,196. Foreign tax withheld at source 20.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special event fundraising expenses 58,968.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Interest expense of charitable gift annuities 17,196. Foreign tax withheld at source 20.”

Raw XML AppendixShowing 400 of 797 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/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2026955
IRS990/Form990PartVIISectionAGrp/PersonNm0DERICK S CLOSE
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID M WARREN
IRS990/Form990PartVIISectionAGrp/PersonNm2C DOUGLAS SIMMONS III
IRS990/Form990PartVIISectionAGrp/PersonNm3TIMOTHY K ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm4JACK R TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm5IDRIS R TRAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm6DAN H AKIN
IRS990/Form990PartVIISectionAGrp/PersonNm7RICHARD L BURKE
IRS990/Form990PartVIISectionAGrp/PersonNm8WILLIAM E DREYER
IRS990/Form990PartVIISectionAGrp/PersonNm9JAMES R ESTES
IRS990/Form990PartVIISectionAGrp/PersonNm10ROBERT W HAGAN
IRS990/Form990PartVIISectionAGrp/PersonNm11EUGENE M JULIAN
IRS990/Form990PartVIISectionAGrp/PersonNm12STEVE C KNIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm13E L SCOTT MCLAIN
IRS990/Form990PartVIISectionAGrp/PersonNm14ERIK T SHOWALTER
IRS990/Form990PartVIISectionAGrp/PersonNm15DARREN S KAY
IRS990/Form990PartVIISectionAGrp/PersonNm16MICHAEL V PAULIN
IRS990/Form990PartVIISectionAGrp/PersonNm17DR RUSSELL J SALOOM
IRS990/Form990PartVIISectionAGrp/PersonNm18TODD D REAVES
IRS990/Form990PartVIISectionAGrp/PersonNm19R SCOTT HEALTH
IRS990/Form990PartVIISectionAGrp/PersonNm20LARRY S WIESE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20130459
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/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20191539
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2KNIGHT COMMANDER
IRS990/Form990PartVIISectionAGrp/TitleTxt3LIFE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4LIFE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5LIFE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt20PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt058968
IRS990/FundraisingGrossIncomeAmt0147222
IRS990/GainOrLossGrp/SecuritiesAmt0-16828
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt051150
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0138391
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0138391
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt065200
IRS990/GrantsToDomesticOrgsGrp/TotalAmt065200
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05137473
IRS990/GrossReceiptsAmt06999634
IRS990/GrossRentsGrp/RealAmt049390
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0298809
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt011080
IRS990/InformationTechnologyGrp/ProgramServicesAmt07466
IRS990/InformationTechnologyGrp/TotalAmt0317355
IRS990/InsuranceGrp/FundraisingAmt07110
IRS990/InsuranceGrp/ManagementAndGeneralAmt09234
IRS990/InsuranceGrp/ProgramServicesAmt07264
IRS990/InsuranceGrp/TotalAmt023608
IRS990/InterestGrp/FundraisingAmt017196
IRS990/InterestGrp/TotalAmt017196
IRS990/InventoriesForSaleOrUseGrp/BOYAmt09260
IRS990/InventoriesForSaleOrUseGrp/EOYAmt020749
IRS990/InvestmentIncomeGrp/ExclusionAmt0194095
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0194095
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt020002
IRS990/InvestmentsProgramRelatedGrp/EOYAmt020002
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06978263
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07127422
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01606277
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02338545
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02261162
IRS990/LandBldgEquipCostOrOtherBssAmt03867439
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05154301
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION PROVIDES GRANTS FOR EDUCATIONAL PROGRAMS OF KAPPA ALPHA ORDER AND PROVIDES SCHOLARSHIPS TO DESERVING GRADUATE AND UNDERGRADUATE STUDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09457133
IRS990/NetAssetsOrFundBalancesEOYAmt09538468
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-16828
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-16828
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt088254
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt088254
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt049390
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt049390
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-69494
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01667032
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01562167
IRS990/NoncashContributionsAmt08117
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt024927
IRS990/OccupancyGrp/ManagementAndGeneralAmt032116
IRS990/OccupancyGrp/ProgramServicesAmt025302
IRS990/OccupancyGrp/TotalAmt082345
IRS990/OfficeExpensesGrp/FundraisingAmt012779
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014610
IRS990/OfficeExpensesGrp/ProgramServicesAmt040
IRS990/OfficeExpensesGrp/TotalAmt027429
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0123551
IRS990/OtherAssetsTotalGrp/EOYAmt0174473
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08585
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05554
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt010113
IRS990/OtherEmployeeBenefitsGrp/TotalAmt024252
IRS990/OtherExpensesGrp/Desc0BOOKKEEPING
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2INTERNSHIP EXPENSE
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt010783
IRS990/OtherExpensesGrp/FundraisingAmt110500
IRS990/OtherExpensesGrp/FundraisingAmt24250
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06962
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17146
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25868
IRS990/OtherExpensesGrp/ProgramServicesAmt011879
IRS990/OtherExpensesGrp/ProgramServicesAmt14816
IRS990/OtherExpensesGrp/ProgramServicesAmt221202
IRS990/OtherExpensesGrp/ProgramServicesAmt33954
IRS990/OtherExpensesGrp/TotalAmt029624
IRS990/OtherExpensesGrp/TotalAmt122462
IRS990/OtherExpensesGrp/TotalAmt221202
IRS990/OtherExpensesGrp/TotalAmt314072
IRS990/OtherLiabilitiesGrp/BOYAmt0503076
IRS990/OtherLiabilitiesGrp/EOYAmt0505536
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0LIFE INSURANCE GAINS
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt01797
IRS990/OtherRevenueMiscGrp/ExclusionAmt145
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01797
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt145
IRS990/OtherRevenueTotalAmt01842
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0132266
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt085428
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0155026
IRS990/OtherSalariesAndWagesGrp/TotalAmt0372720
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09531
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06165
IRS990/PayrollTaxesGrp/ProgramServicesAmt011227
IRS990/PayrollTaxesGrp/TotalAmt026923
IRS990/PensionPlanContributionsGrp/FundraisingAmt06071
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03927
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07151
IRS990/PensionPlanContributionsGrp/TotalAmt017149
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0324476
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0332876
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt062962
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt029375
IRS990/PrincipalOfficerNm0LARRY S WIESE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,123,297
Liabilities
$584,829
Net assets
$9,538,468
Revenue
$1,786,365
Expenses
$1,635,536
Net income
$150,829
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.5$0.40$16.1$5.19$3.17$2.01
2024Detailed filing. Detailed filing data is available for this year.$14.5$0.48$14.0$2.57$2.32$0.25
2023Detailed filing. Detailed filing data is available for this year.$13.4$0.71$12.7$2.13$2.07$0.06
2022Detailed filing. Detailed filing data is available for this year.$12.3$0.63$11.7$2.86$1.99$0.87
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$0.53$12.9$4.12$1.79$2.33
2020Detailed filing. Detailed filing data is available for this year.$10.1$0.58$9.54$1.79$1.64$0.15
2019Detailed filing. Detailed filing data is available for this year.$9.96$0.51$9.46$1.64$1.61$0.02
2018Detailed filing. Detailed filing data is available for this year.$9.81$0.42$9.39$1.77$1.50$0.27
2017Detailed filing. Detailed filing data is available for this year.$9.70$0.56$9.14$1.65$1.46$0.19
2016Detailed filing. Detailed filing data is available for this year.$9.21$0.53$8.68$1.27$1.39$0.12
2015Detailed filing. Detailed filing data is available for this year.$9.35$0.24$9.11$1.43$1.20$0.23
2014Detailed filing. Detailed filing data is available for this year.$9.54$0.41$9.13$1.83$1.22$0.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.19$0.88$8.31$1.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.14$1.06$8.08$1.34
2011Summary only. Only limited summary data is available for this year.$10.7$1.02$9.64$0.95$1.28$0.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.65$9.49$1.42