2024-03-18T07:32:45-05:00 2023-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 9229 DELEGATES ROW STE 250 INDIANAPOLIS IN 46240 990 2022-07-01 261430902 KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION KAPP 3178761870 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 JENNIFER SCHMALTZ VICE PRESIDENT 3178761870 2024-03-18 1 JENNIFER SCHMALTZ 999009999 0 CHRISTINE KEITH CPA P00963290 3173475200 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFFREY RISSER 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 27038429 0 X N/A X 2007 IN TO HOLD TITLE TO OR TO RENT REAL AND PERSONAL PROPERTY TO BE USED FOR HOUSING AND MEETING PURPOSES OF COLLEGE CHAPTERS OF KAPPA ALPHA THETA FRATERNITY, INC. FOR THE BENEFIT OF THE FRATERNITY'S MEMBERS. 5 5 0 4 105124 1112 65051 1517088 19921991 20743924 3839 97157 555438 4656098 20546319 27014267 1496 5527 0 0 2251780 2298284 39149 144248 0 20655537 21716642 22947962 24164701 -2401643 2849566 75225984 92522233 51330497 63020846 23895487 29501387 TO HOLD TITLE TO OR TO RENT REAL AND PERSONAL PROPERTY TO BE USED FOR HOUSING AND MEETING PURPOSES OF COLLEGE CHAPTERS OF KAPPA ALPHA THETA FRATERNITY, INC. FOR THE BENEFIT OF THE FRATERNITY'S MEMBERS. 0 0 THE ORGANIZATION ADMINISTERS HOUSING AND OPERATIONS AT VARIOUS COLLEGE CAMPUSES AS WELL AS OVERSEES ADMINISTRATION OF HOUSING AND OPERATIONS OF LOCAL HOUSING CORPORATIONS AT VARIOUS COLLEGE CAMPUSES. 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 X 166 269 1 0 1 1 1 0 0 0 1 1 0 0 0 0 0 X 5 5 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 IN X X JEFFREY RISSER 3178761870 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 JENNIFER SCHMALTZ VICE PRESIDENT 5.00 44.80 X X 0 162583 20425 JEFFREY RISSER CHIEF FINANCIAL OFFICER 20.00 24.80 X 0 161168 20032 TERESA SMITH EXECUTIVE DIRECTOR 40.00 10.00 X X 0 114887 17948 LEAH A HARTMAN PRESIDENT 8.00 4.80 X X 0 0 0 NICOLE FRANK VICE PRESIDENT 4.00 4.80 X X 0 0 0 KELLIE DICKERSON VICE PRESIDENT 4.00 4.80 X X 0 0 0 AIMEE BILLOW FORSYTHE VICE PRESIDENT 4.00 4.80 X X 0 0 0 0 438638 58405 0 0 1 0 PHOENIX RENOVATION & RESTORATION 16250 FOSTER STREET OVERLAND PARK KS 66085 RENOVATIONS 3840081 CAMPUS COOKS 1400 S WOLF RD 400 WHEELING IL 60090 FOOD SERVICE 3563164 BRAUN & BUTLER CONSTRUCTION 300 HAZELWOOD ST STE 100 LEANDER TX 78641 RENOVATIONS 2076436 COLLEGE CHEFS LLC 411 E PARK ST SUITE 100 CHAMPAIGN IL 61820 FOOD SERVICE 2040712 MCKINNEY YORK ARCHITECTS 1301 E 7TH STREET AUSTIN TX 78702 ARCHITECTURAL SERVICES 599086 10 1517088 1517088 HOUSING FEES 900099 18911423 18911423 HOUSE CORP PROGRAM FEES 900099 1611741 1611741 RENTAL INCOME FROM AFFILIATES 531110 220760 220760 20743924 105124 105124 16195 24162 -7967 -7967 -7967 GAIN ON CASUALTY LOSS 900099 4463717 4463717 OTHER INCOME 900099 192381 192381 4656098 27014267 25400022 105124 -7967 5527 127147 1870531 162914 137692 936 67953 58295 144248 10873 20430 490882 5860885 92216 150 2356543 3658942 1513107 MEAL SERVICE EXPENSE 6452333 BAD DEBT EXPENSE 548713 CREDIT CARD FEES 449934 MISCELLANEOUS EXPENSE 84720 49730 24164701 560795 893213 3994733 8059478 26200 655017 3004980 4840363 13617 13617 109638254 46754741 64923394 62883513 1215071 1238419 1487194 13938613 75225984 92522233 899463 3409769 79367 83042 46110507 56356013 4241160 3172022 51330497 63020846 X 23869287 28846370 26200 655017 23895487 29501387 75225984 92522233 X 2849566 2756333 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4078033 4078033 86673145 30499987 56173158 3136066 2491463 644603 15751010 13763291 1987719 62883513 DEPOSITS 197494 CONSTRUCTION IN PROGRESS 9553900 LOAN CLOSING COSTS 79387 INTEREST RATE DERIVATIVE 2204862 RIGHT OF USE ASSETS, NET 1902970 13938613 DUE TO RELATED ORGANIZATIONS 154009 DEPOSITS 1045706 RIGHT OF USE - LIABILITY 1972307 3172022 X 29762232 2758311 2758311 27003921 1238 9108 10346 27014267 24156332 1977 1977 24154355 1238 9108 10346 24164701 PART X, LINE 2: THE HOUSING CORPORATION 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 STANDARDS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF INTEREST RATE DERIVATIVE 1,262,267. NET ASSET CONTRIBUTION FROM DISSOLVED FACILITY CORPORATIONS 1,496,044. PART XI, LINE 4B - OTHER ADJUSTMENTS: OTHER RECONCILING ITEMS 9,108. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET ASSET DISTRIBUTION FROM DISSOLVED FACILITY CORPORATIONS 1,977. PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER RECONCILING ITEMS 9,108. X X X 0 PENNINGTON & COMPANY INC 501 GATEWAY DRIVE LAWRENCE KS 66049 FUNDRAISING CAMPAIGN 0 1404200 138862 1265338 1404200 138862 1265338 1 0 0 0 JENNIFER SCHMALTZ VICE PRESIDENT 0 162583 0 0 0 0 0 7884 0 12541 0 183008 0 0 JEFFREY RISSER CHIEF FINANCIAL OFFICER 0 161168 0 0 0 0 0 8177 0 11855 0 181200 0 0 PART I, LINE 3 THE ORGANIZATION'S EXECUTIVE DIRECTOR IS COMPENSATED THROUGH KAPPA ALPHA THETA FRATERNITY. THE ORGANIZATION ALSO USED THE SERVICES OF KAPPA ALPHA THETA FRATERNITY'S CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER (A RELATED ORGANIZATION, SEE SCHEDULE R). THE FRATERNITY ESTABLISHES THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER USING A COMPENSATION COMMITTEE, REVIEW OF FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE COMPENSATION COMMITTEE. FORM 990, PART V, LINE 2A: THE ORGANIZATION REIMBURSES KAPPA ALPHA THETA FRATERNITY FOR THE USE OF THEIR EMPLOYEES. THE REIMBURSEMENT OF SHARED EMPLOYEES HAS BEEN PROPERLY REPORTED ON SCHEDULE R, PART V, LINE 1 FORM 990, PART VI, SECTION A, LINE 6 THE RELATED FRATERNITY HAS CONVENTION DELEGATES THAT CAN ELECT MEMBERS OF THE FRATERNITY'S GOVERNING BODY. THE FRATERNITY'S EXECUTIVE DIRECTOR IS AUTOMATICALLY ON THE BOARD OF DIRECTORS OF THE ORGANIZATION BY VIRTUE OF THEIR POSITION ON THE FRATERNITY'S GOVERNING BODY. ONE COUNCIL MEMBER IS SELECTED BY ALL OF THE COUNCIL AND TWO MEMBERS ARE APPOINTED BY THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE RELATED FRATERNITY HAS CONVENTION DELEGATES THAT CAN ELECT MEMBERS OF THE FRATERNITY'S GOVERNING BODY. THE FRATERNITY'S EXECUTIVE DIRECTOR IS AUTOMATICALLY ON THE BOARD OF DIRECTORS OF THE ORGANIZATION BY VIRTUE OF THEIR POSITION ON THE FRATERNITY'S GOVERNING BODY. ONE COUNCIL MEMBER IS SELECTED BY ALL OF THE COUNCIL AND TWO MEMBERS ARE APPOINTED BY THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S OFFICERS PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS THE POLICY AND ANY CONFLICTS OF INTEREST ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS ANNUAL FORM(S) 990 AND 990-T (IF APPLICABLE) AND ITS FORM 1024 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: NET ASSET CONTRIBUTION FROM DISSOLVED FACILITY CORPORATIONS 1,494,067. CHANGE IN FAIR VALUE OF INTEREST RATE DERIVATIVE 1,262,266. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSEEING THE AUDIT OF ITS FINANCIAL STATEMENTS AS WELL AS SELECTING AN INDEPENDENT ACCOUNTANT. KAPPA ALPHA THETA FRATERNITY INC 8740 FOUNDERS RD INDIANAPOLIS IN 46268 361305568 NATIONAL FRATERNITY ORGANIZATION IN 501(C)(7) 0 ETA LAMBDA FACILITIES CORPORATION OF KAPPA ALPHA THETA 8740 FOUNDERS RD INDIANAPOLIS IN 46268 510513776 HOUSE FACILITY CORPORATION CA 501(C)(7) KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION 1 ZETA IOTA HOUSE CORPORATION OF KAPPA ALPHA THETA FRATERNITY INC 8740 FOUNDERS RD INDIANAPOLIS IN 46268 475178072 HOUSE FACILITY CORPORATION VA 501(C)(7) KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION 1 KAPPA ALPHA THETA PHI HOUSE CORPORATION 8740 FOUNDERS RD INDIANAPOLIS IN 46268 946078694 HOUSE FACILITY CORPORATION CA 501(C)(7) KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1