2021-02-03T10:13:55-06:00 2020-06-30 271235638 MCM CPAS & ADVISORS LLP 9229 DELEGATES ROW SUITE 250 INDIANAPOLIS IN 46240 990 2019-07-01 361305568 KAPPA ALPHA THETA FRATERNITY INC KAPP 3178761870 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 ELIZABETH CORRIDAN CHIEF EXECUTIVE OFFICER 3178761870 2020-12-15 1 REBEKAH PAYNE CPA P00841956 3173475200 2019 2022-09-23 18:48:47Z ELIZABETH CORRIDAN 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 30646884 0 X WWW.KAPPAALPHATHETA.ORG X 1870 IN KAPPA ALPHA THETA NURTURES EACH MEMBER THROUGHOUT HER LIFETIME, OFFERING OPPORTUNITIES FOR INTELLECTUAL AND PERSONAL GROWTH. 7 7 84 194 145655 124770 227751 903538 6190975 6237398 908068 -317828 748252 829003 8075046 7652111 143528 155334 0 0 3426709 3260942 0 0 0 3877725 3663352 7447962 7079628 627084 572483 38611483 38787236 22683340 23720802 15928143 15066434 X KAPPA ALPHA THETA NURTURES EACH MEMBER THROUGHOUT HER LIFETIME, OFFERING OPPORTUNITIES FOR INTELLECTUAL AND PERSONAL GROWTH. 0 0 MEMBER SERVICES PROVIDE EDUCATIONAL AND SOCIAL ACTIVITIES FOR ALL MEMBERS. THESE SERVICES INCLUDE THE EDUCATIONAL LEADERSHIP CONSULTANT PROGRAM, MEMBER ORIENTATION, SISTERS SUPPORTING SISTERS, EMERGING LEADERS INSTITUTE, LEADERSHIP ACADEMY, SERVICE TRIPS AND ALCOHOL SKILLS TRAINING PROGRAMS. RISK MANAGEMENT PROVIDES INSURANCE PROTECTION AGAINST LIABILITY AND CASUALTY. GRAND CONVENTION IS HELD TO:1. ELECT THE MEMBERS OF GRAND COUNCIL.2. ESTABLISH THE BASIC OBJECTIVES AND POLICIES OF KAPPA ALPHA THETA, INCLUDING THE CHARITABLE, EDUCATIONAL, AND SERVICE OBJECTIVES THEREOF.3. DETERMINE THE QUALIFICATIONS FOR FRATERNITY MEMBERSHIP.4. SET THE STANDARDS GOVERNING THE CONDUCT AND DISCIPLINE OF MEMBERS AND CHAPTERS.5. ESTABLISH THE ORGANIZATIONAL STRUCTURE OF THE FRATERNITY AND THE PRINCIPAL FUNCTIONS, RESPONSIBILITIES, AND RELATIONSHIPS OF THE OFFICERS, DISTRICTS, CHAPTERS, CORPORATIONS, AND OTHER UNITS.6. PROVIDE FOR THE CREATION OF REVENUES NECESSARY TO THE ATTAINMENT OF FRATERNITY OBJECTIVES AND THE PROPER CONDUCT OF ITS AFFAIRS, FIX GENERAL FRATERNITY FEES AND DUES, AND PROVIDE FOR THE MANAGEMENT OF FRATERNITY FUNDS AND PROPERTIES. LEADERSHIP CONFERENCES PROVIDE PROGRAMMING EDUCATION AND SUPPORT FOR ITS MEMBERS TO ENHANCE THEIR INDIVIDUAL, INTELLECTUAL, CHARACTER, AND LEADERSHIP SKILLS. 0 1 0 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 26 0 1 84 1 1 1 0 0 0 1 1 1090083 374006 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IN X X ELIZABETH CORRIDAN 3178761870 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 MANDY WUSHINSKE PRESIDENT 15.00 X X 0 0 0 JANE DICK VICE PRESIDENT 8.00 X X 0 0 0 HEATHER GRANATO VICE PRESIDENT 2.00 X X 0 0 0 ERICA OCHS VICE PRESIDENT 8.00 X X 0 0 0 CATHERINE BIBB VICE PRESIDENT 5.00 2.00 X X 0 0 0 MICHELLE GEIGER VICE PRESIDENT 5.00 X X 0 0 0 CYNTHEA YESTAL VICE PRESIDENT 5.30 X X 0 0 0 ELIZABETH CORRIDAN CHIEF EXECUTIVE OFFICER 40.00 10.00 X 210667 0 43658 JEFFREY RISSER CHIEF FINANCIAL OFFICER 20.00 30.00 X 151424 0 17530 JENNIFER SCHMALTZ CHIEF OPERATING OFFICER 50.00 X 100561 0 15085 462652 0 76273 3 0 1 0 BILLHIGHWAY 363 W BIG BEAVER RD TROY MI 48084 BILLING & COLLECTIONS 270671 CHAPTER SPOT 935 GRAVIER ST SUITE 1350 NEW ORLEANS LA 70112 WEBSITE PLATFORM 258219 TRENDY MINDS INC PO BOX 441594 INDIANAPOLIS IN 46244 WEBSITE DESIGN 197775 TILSON MSO INC 1530 AMERICAN WAY SUITE 200 GREENWOOD IN 46143 PAYROLL SERVICES 166639 ROYLE PRINTING PO BOX 750 SUN PRAIRIE WI 53590 MAGAZINE PRINTING 152416 5 903538 903538 MEMBERSHIP DUES AND ASSESSMENTS 900099 5070443 5070443 RISK MANAGEMENT 900099 652111 652111 INTEREST ON LOANS 900099 370775 370775 LIFE LOYAL PROGRAM 900099 102864 102864 FACILITY CORP. FEES 900099 31691 31691 9514 9514 6237398 380027 111572 268455 335039 335039 374006 339923 34083 34083 34083 21758512 22427091 29276 -668579 -29276 -697855 -697855 420866 198483 222383 222383 MISCELLANEOUS 900099 237498 237498 237498 7652111 6697279 145655 -94361 50000 105334 368955 1877359 72070 686247 256311 11718 31011 19885 17793 226152 181268 797386 124588 366840 449438 97180 358879 FEDERAL & STATE UBTI TA 27543 RISK MANAGEMENT 508551 TRAINING AND DEVELOPMEN 145929 EDUCATION AND LEADERSHI 117206 181985 7079628 3203089 3724196 12431844 24073147 287046 423489 3680144 5006911 32377 34079 260221 203529 9433330 5699122 3855881 3734208 13559685 1316582 1301196 271095 38611483 38787236 1961544 1888470 1204540 1408784 12629495 14339208 2505182 2322851 4382579 3761489 22683340 23720802 X 15767396 14921407 160747 145027 15928143 15066434 38611483 38787236 X 572483 -1272604 -161588 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 218375 218375 7714125 4276094 3438031 1500830 1423028 77802 3734208 DISESTABLISHED CHAPTER FUNDS 3611688 DEPOSITS 767 INTEREST RATE SWAP 149034 3761489 X 6400079 -1272604 -123943 -1396547 7796626 19885 -164400 -144515 7652111 7261788 233827 233827 7027961 19885 31782 51667 7079628 PART IV, LINE 2B: THE ORGANIZATION HOLDS FUNDS ON BEHALF ON ITS PARTICIPANT FACILITY CORPORATIONS AS WELL AS ITS CHAPTERS. FUNDS ARE HELD IN SEPARATE ACCOUNTS FOR WHICH THE ORGANIZATION HAS SIGNATURE AUTHORITY. PART X, LINE 2: THE FRATERNITY 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 -111,192. PROCESSING FEE EXPENSE -12,751. PART XI, LINE 4B - OTHER ADJUSTMENTS: NON-MEMBER RENTAL EXPENSES INCLUDED IN NET RENTAL ACTIVITIES ON 990 -35,344. COST OF GOODS SOLD REPORTED ON LINE 10B -198,483. NET RENTAL INCOME RECEIVED ON BEHALF OF DISESTABLISHED CHAPTERS 50,396. NON-MEMBER RENTAL INCOME 19,031. PART XII, LINE 2D - OTHER ADJUSTMENTS: NON-MEMBER RENTAL EXPENSES INCLUDED 35,344. COST OF GOODS SOLD REPORTED ON LINE 198,483. PART XII, LINE 4B - OTHER ADJUSTMENTS: NON-MEMBER RENTAL INCOME NETTED WITH EXPENSES 19,031. PROCESSING FEE EXPENSE 12,751. NORTH AMERICA - CANADA 0 0 MEMBERSHIP DUES AND FEES, RISK MANAGEMENT FEES, AND JEWELRY SALES - $82,765. MEMBERSHIP DUES AND FEES, RISK MANAGEMENT FEES, AND JEWELERY SALES 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 FRATERNITY AND SORORITY ACTION FUND PO BOX 3348 ALEXANDRIA VA 22302 474906970 501(C)(3) 50000 TO SUPPORT THE FUTURE OF FRATERNAL ORGANIZATIONS 1 0 FINANCIAL ASSISTANCE TO MEMBERS EXPERIENCING EXTREME FINANCIAL HARDSHIPS. 36 105334 PART I, LINE 2: ALL GRANT AND SCHOLARSHIP REQUEST APPLICATIONS ARE REVIEWED AND APPROVED BY THE GRAND COUNCIL. ORGANIZATIONS CONSIDERED FOR GRANTS ARE EVALUATED TO DETERMINE THAT THE PAYMENTS REQUESTED QUALIFY FOR THE FURTHERANCE OF THE FRATERNITY'S EXEMPT PURPOSE. X X X X X 0 0 0 ELIZABETH CORRIDAN CHIEF EXECUTIVE OFFICER 196449 0 0 0 14218 0 9941 0 33717 0 254325 0 0 0 JEFFREY RISSER CHIEF FINANCIAL OFFICER 142681 0 0 0 8743 0 7205 0 10325 0 168954 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS CONVENTION DELEGATES THAT CAN ELECT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A THE CONVENTION DELEGATES ELECT THE FRATERNITY'S GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED BY THE GRAND COUNCIL 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 B, LINE 15 THE GRAND COUNCIL MEMBERS DETERMINE AND APPROVE THE CHIEF EXECUTIVE OFFICER SALARY. 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: CHANGE IN FAIR VALUE OF INTEREST RATE DERIVATIVE -111,192. NET RENTAL INCOME RECEIVED ON BEHALF OF DISESTABLISHED CHAPTERS -50,396. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S GRAND COUNCIL ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 261430902 TO PROVIDE HOUSING FOR CHAPTER MEMBERS OF KAPPA ALPHA THETA FRATERNITY. IN 501(C)(7) 0 ETA LAMBDA FACILITIES CORPORATION OF KAPPA ALPHA THETA 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 510513776 HOUSE FACILITY CORPORATION CA 501(C)(7) KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION 0 ZETA IOTA HOUSE CORPORATION OF KAPPA ALPHA THETA FRATERNITY INC 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 475178072 HOUSE FACILITY CORPORATION VA 501(C)(7) KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION 0 KAPPA ALPHA THETA PHI HOUSE CORPORATION 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 946078694 HOUSE FACILITY CORPORATION CA 501(C)(7) KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION 0 BETA EPSILON ALUMNI BUILDING ASSOCIATION OF KAPPA ALPHA THETA 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 936035532 HOUSE FACILITY CORPORATION OR 501(C)(7) KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION 0 BETA RHO HOUSE CORPORATION OF KAPPA ALPHA THETA 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 561595629 HOUSE FACILITY CORPORATION NC 501(C)(7) KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION 0 EPSILON LAMBDA HOUSE CORPORATION OF KAPPA ALPHA THETA 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 232221737 HOUSE FACILITY CORPORATION PA 501(C)(7) KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION 0 ALPHA EPSILON HOUSE CORPORATION OF KAPPA ALPHA THETA 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 050427971 HOUSE FACILITY CORPORATION NC 501(C)(7) KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION 0 CHI CHAPTER HOUSE ASSOCIATION OF KAPPA ALPHA THETA 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 161200267 HOUSE FACILITY CORPORATION NY 501(C)(7) KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION 0 EPSILON ETA HOUSE CORPORATION 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 610982125 HOUSE FACILITY CORPORATION VA 501(C)(7) KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION 0 MINNESOTA KAPPA ALPHA THETA ASSOCIATION 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 410835839 HOUSE FACILITY CORPORATION MN 501(C)(7) KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION 0 ZETA SIGMA FACILITY CORPORATION OF KAPPA ALPHA THETA 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 341789690 HOUSE FACILITY CORPORATION OH 501(C)(7) KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION 0 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0