Civic Intelligence

Kappa Alpha Order Educational Foundation

990 • Fiscal year 2024 • EIN 75-1783690

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 28, 2025

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

25th percentile

0.03x

Higher debt load relative to assets than 25% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.18x

Higher debt load relative to revenue than 44% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

61st percentile

9.8%

Higher net margin than 61% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$400,691

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

61st percentile

8.6%

Faster asset growth than 61% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

21%

Faster revenue growth than 70% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$14,511,321

Up $1,146,278 (+8.6%) from 2023

Net Assets

Up

$14,035,970

Up $1,379,101 (+11%) from 2023

Liabilities

Down

$475,351

Down $232,823 (-33%) from 2023

Revenue

Up

$2,573,708

Up $442,792 (+21%) from 2023

Expenses

Up

$2,320,657

Up $246,236 (+12%) from 2023

Net Income

Up

$253,051

Up $196,556 (+348%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$14,511,321
Liabilities$475,351
Net Assets$14,035,970

Operations Trend

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

2024

Revenue$2,573,708
Expenses$2,320,657
Net Income$253,051
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 28, 2025
Return Version
2023v6.0
Gross Receipts
$8,648,968
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$10,385,690$11,741,522▲ $1,355,832
Land, Buildings, and Equipment, Net$2,384,036$2,238,861▼ $145,175
Cash and Non-Interest-Bearing Accounts$228,332$188,638▼ $39,694
Pledges and Grants Receivable$110,708$61,077▼ $49,631
Prepaid Expenses and Deferred Charges$69,865$50,546▼ $19,319
Savings and Temporary Cash Investments$15,369$15,371▲ $2
Total Assets$13,365,043$14,511,321▲ $1,146,278
Other Assets Total$171,043$215,306▲ $44,263
Liabilities
Other Liabilities$670,797$463,156▼ $207,641
Accounts Payable and Accrued Expenses$37,377$12,195▼ $25,182
Total Liabilities$708,174$475,351▼ $232,823
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,157,838$10,783,488▲ $1,625,650
Net Assets Without Donor Restrictions$3,499,031$3,252,482▼ $246,549
Total Net Assets Fund Balance$12,656,869$14,035,970▲ $1,379,101
Total Liabilities and Net Assets / Fund Balance$13,365,043$14,511,321▲ $1,146,278

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,590,218$1,769,912$3,360,130
Land$594,161-$594,161
Equipment$54,482$361,006$415,488

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$10,385,690$208,148▲ $1,506,237$285,507$11,741,522
2022$9,517,154$294,116▲ $732,877$101,200$10,385,690
2021$9,097,105$1,991,275▼ $1,250,002$295,320$9,517,154
2020$7,147,424$396,467▲ $2,008,482$399,774$9,097,105
2019$6,998,265$566,685▲ $107,768$494,087$7,147,424
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Larry S WiesePresidentPT$194,314$44,520$238,834

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,039,002
Program Service Revenue
$0
Investment Income
$380,190
Other Revenue
$154,516
All Other Contributions
$2,039,002
Change in Net Assets
$253,051

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
Securities Publicly Traded12$49,277Market Value
Art Historical Treasures24$20,407DONOR'S ASSESSMENT
Other Non Cash Contri Table5$18,134Current Price
Other Non Cash Contri Table1$245Current Business Val
Total Noncash Contributions42$88,063-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,481,535
Revenue Not Reported on Financial Statements
$92,173
Revenue Not Reported on Form 990
$1,201,690
Other Revenue Adjustments
$19,127
Total Revenue per Audited Statements
$3,683,225
Total Revenue per Form 990
$2,573,708
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,076,872
Salaries, Compensation, and Employee Benefits$706,842
Total Fundraising Expense$666,323
Grants and Similar Amounts Paid$536,943
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$232,984$85,023$84,677$402,684
Grants to Domestic Orgs$396,621--$396,621
Information Technology$18,217$19,531$302,184$339,932
Current Officers, Directors, Trustees, and Key Employees$128,546$48,402$48,177$225,125
Depreciation Depletion$59,667$61,554$23,954$145,175
Grants to Domestic Individuals$140,322--$140,322
Occupancy$38,847$38,638$15,537$93,022
Conferences and Meetings$34,898$27,066$13,893$75,857
Fees for Service Investment Mgmnt Fees-$73,046-$73,046
Travel$3,380$3,116$58,803$65,299
Fees for Services Other-$7,975$33,705$41,680
Office Expenses$454$9,167$24,011$33,632
Other Employee Benefits$17,450$6,318$6,318$30,086
Payroll Taxes$16,891$6,116$6,116$29,123
Insurance$12,042$11,254$4,766$28,062
Pension Plan Contributions$11,498$4,163$4,163$19,824
Fees for Services Accounting-$19,500-$19,500
Interest--$19,127$19,127
Other Expenses$5,920$6,347$2,459$14,726
Fees for Services Management$5,356$1,939$1,939$9,234
All Other Expenses$2,275$2,438$4,312$9,025
Fees for Services Legal-$7,202-$7,202
Total Functional Expenses$1,196,128$458,206$666,323$2,320,657

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,320,657
Total Expenses per Audited Statements$2,304,124
Expenses per Audited Statements$2,228,484
Expenses Not Reported on Financial Statements$92,173
Expenses Not Reported on Form 990$75,640
Other Expense Adjustments$19,127
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kappa Alpha OrderLexington, VA501(c)(7)Educational Programs Described in Form 990 Part Iii.$285,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$139,159
Fundraising Direct Expenses$75,640
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bid for Brotherhood Auction$139,159$139,159$75,640$63,519
Total Events$139,159$139,159$75,640$63,519
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$277,800
Payable to Kappa Alpha Order$149,857
Accrued Vacations$34,780
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
2025-01-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry S Wiese
Formed
1982
Legal Domicile
TX
Voting Board Members
21
Independent Board Members
21
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 75,640.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Interest expense charitable gift annuity 19,127.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special event fundraising expenses 75,640.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Interest expense of charitable gift annuities 19,127.

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IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID M WARREN
IRS990/Form990PartVIISectionAGrp/PersonNm2KING V AIKEN
IRS990/Form990PartVIISectionAGrp/PersonNm3DARREN S KAY
IRS990/Form990PartVIISectionAGrp/PersonNm4J MICHAEL DUNCAN
IRS990/Form990PartVIISectionAGrp/PersonNm5IDRIS R TRAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm6TIMOTHY K ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm7DAN H AKIN
IRS990/Form990PartVIISectionAGrp/PersonNm8C DOUGLAS SIMMONS III
IRS990/Form990PartVIISectionAGrp/PersonNm9ERIC J DOYLE
IRS990/Form990PartVIISectionAGrp/PersonNm10ROBERT N MADDOX
IRS990/Form990PartVIISectionAGrp/PersonNm11WALTER M DERISO JR
IRS990/Form990PartVIISectionAGrp/PersonNm12WILLIAM E DREYER
IRS990/Form990PartVIISectionAGrp/PersonNm13JAMES M SCHMUCK
IRS990/Form990PartVIISectionAGrp/PersonNm14JAMES R ESTES
IRS990/Form990PartVIISectionAGrp/PersonNm15H LYNN GREER
IRS990/Form990PartVIISectionAGrp/PersonNm16ERIK T SHOWALTER
IRS990/Form990PartVIISectionAGrp/PersonNm17DR RUSSELL J SALOOM
IRS990/Form990PartVIISectionAGrp/PersonNm18ROBERT W HAGAN
IRS990/Form990PartVIISectionAGrp/PersonNm19ROCK N HOUSTOUN
IRS990/Form990PartVIISectionAGrp/PersonNm20MICHAEL V PAULIN
IRS990/Form990PartVIISectionAGrp/PersonNm21LARRY 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/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21225125
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/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt21152566
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2KNIGHT COMMANDER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4LIFE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5LIFE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6LIFE TRUSTEE
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/TitleTxt15LIFE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt075640
IRS990/FundraisingGrossIncomeAmt0139159
IRS990/GainOrLossGrp/SecuritiesAmt0111979
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt0285000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0140322
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0140322
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0396621
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0396621
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06111599
IRS990/GrossReceiptsAmt08648968
IRS990/GrossRentsGrp/RealAmt090000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0302184
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt019531
IRS990/InformationTechnologyGrp/ProgramServicesAmt018217
IRS990/InformationTechnologyGrp/TotalAmt0339932
IRS990/InsuranceGrp/FundraisingAmt04766
IRS990/InsuranceGrp/ManagementAndGeneralAmt011254
IRS990/InsuranceGrp/ProgramServicesAmt012042
IRS990/InsuranceGrp/TotalAmt028062
IRS990/InterestGrp/FundraisingAmt019127
IRS990/InterestGrp/TotalAmt019127
IRS990/InvestmentIncomeGrp/ExclusionAmt0268211
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0268211
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010385690
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011741522
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02130918
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02384036
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02238861
IRS990/LandBldgEquipCostOrOtherBssAmt04369779
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05999620
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/NetAssetsOrFundBalancesBOYAmt012656869
IRS990/NetAssetsOrFundBalancesEOYAmt014035970
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0111979
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0111979
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt063519
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt063519
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt090000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt090000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01126050
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03499031
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03252482
IRS990/NoncashContributionsAmt027904
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt015537
IRS990/OccupancyGrp/ManagementAndGeneralAmt038638
IRS990/OccupancyGrp/ProgramServicesAmt038847
IRS990/OccupancyGrp/TotalAmt093022
IRS990/OfficeExpensesGrp/FundraisingAmt024011
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09167
IRS990/OfficeExpensesGrp/ProgramServicesAmt0454
IRS990/OfficeExpensesGrp/TotalAmt033632
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0171043
IRS990/OtherAssetsTotalGrp/EOYAmt0215306
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06318
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06318
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt017450
IRS990/OtherEmployeeBenefitsGrp/TotalAmt030086
IRS990/OtherExpensesGrp/Desc0INTERNSHIP EXPENSE
IRS990/OtherExpensesGrp/Desc1BOOKKEEPING
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt07601
IRS990/OtherExpensesGrp/FundraisingAmt14581
IRS990/OtherExpensesGrp/FundraisingAmt22459
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07637
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt111774
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26347
IRS990/OtherExpensesGrp/ProgramServicesAmt039497
IRS990/OtherExpensesGrp/ProgramServicesAmt120282
IRS990/OtherExpensesGrp/ProgramServicesAmt210981
IRS990/OtherExpensesGrp/ProgramServicesAmt35920
IRS990/OtherExpensesGrp/TotalAmt039497
IRS990/OtherExpensesGrp/TotalAmt135520
IRS990/OtherExpensesGrp/TotalAmt227336
IRS990/OtherExpensesGrp/TotalAmt314726
IRS990/OtherLiabilitiesGrp/BOYAmt0670797
IRS990/OtherLiabilitiesGrp/EOYAmt0463156
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0LIFE INSURANCE GAINS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0997
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0997
IRS990/OtherRevenueTotalAmt0997
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt084677
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt085023
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0232984
IRS990/OtherSalariesAndWagesGrp/TotalAmt0402684
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06116
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06116
IRS990/PayrollTaxesGrp/ProgramServicesAmt016891
IRS990/PayrollTaxesGrp/TotalAmt029123
IRS990/PensionPlanContributionsGrp/FundraisingAmt04163
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04163
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt011498
IRS990/PensionPlanContributionsGrp/TotalAmt019824
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0110708
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt061077
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt069865
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt050546
IRS990/PrincipalOfficerNm0LARRY S WIESE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIP AWARDS FOR 143 STUDENTS WERE MADE IN THE FISCAL YEAR ENDED JUNE 30, 2024. SCHOLARSHIP RECIPIENTS COMPLETE APPLICATIONS THAT INCLUDE A STATEMENT OF NEED, PERSONAL RECOMMENDATIONS, TRANSCRIPTS, PHOTOS AND OTHER MATERIAL. THE APPLICATIONS ARE SCREENED BY A COMMITTEE OF FOUNDATION TRUSTEES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0158790

Document Assets

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Filings

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