2023-11-07T12:50:29-06:00 2023-06-30 271235638 MCM CPAS & ADVISORS LLP 9229 DELEGATES ROW STE 250 INDIANAPOLIS IN 46240 990 2022-07-01 366066531 KAPPA ALPHA THETA FOUNDATION KAPP 3178761870 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 KELLEY HURST EXECUTIVE DIRECTOR 3178761870 2023-11-06 1 KELLEY HURST 999009999 0 REBEKAH PAYNE CPA P00841956 3173475200 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TARA CONDON 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 10264890 0 X WWW.KAPPAALPHATHETAFOUNDATION.ORG X 1960 IN TO STRENGTHEN AND EMPOWER MEMBERS THROUGH PHILANTHROPY AND EDUCATION. 9 9 0 273 0 0 1730147 2975985 0 0 3069265 1186117 0 0 4799412 4162102 1275609 1675141 0 0 734485 796003 0 0 502108 340350 389936 2350444 2861080 2448968 1301022 37562458 42187004 218677 346943 37343781 41840061 X 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. 0 0 488942 433098 GRANTS TO INDIVIDUALS OR ORGANIZATIONS FOR EDUCATIONAL AND LEADERSHIP TRAINING PROGRAMS. 955541 846404 SCHOLARSHIPS TO KAPPA ALPHA THETA FRATERNITY ALUMNAE AND COLLEGIANS. 446653 395639 PHILANTHROPIC GRANTS TO ORGANIZATIONS SUPPORTING THOSE WITH SPECIAL NEEDS. 1891136 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 9 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL IN AK AR CA CT FL GA HI KS KY LA ME MD MA MI MN MS NJ NH NM NC ND OH OK OR PA RI SC TN UT VA DC WA WV WI NY AZ X X DONNA HEINEKAMP 3178761870 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 KELLEY HURST EXECUTIVE DIRECTOR 35.00 X 0 152589 30623 JENNIFER SCHMALTZ SECRETARY 1.00 X X 0 1804 62 AMY HAMILTON TRUSTEE 2.00 X 0 0 0 KIM LOONEY TRUSTEE 4.00 X 0 0 0 KAREN LEDBETTER TRUSTEE 1.00 X 0 0 0 RACHEL COULTER OCAMPO TRUSTEE 1.50 X 0 0 0 ERICA D'ANGELO OCHS TRUSTEE 0.50 X 0 0 0 CYNTHEA YESTAL TRUSTEE 1.00 X 0 0 0 TARA CONDON PRESIDENT 8.00 X X 0 0 0 NANCY FRICK VICE PRESIDENT 6.00 X X 0 0 0 LISA YOUNGERS TREASURER 10.00 X X 0 0 0 0 154393 30685 1 0 1 0 0 2975985 320679 2975985 873081 873081 6415824 6102788 313036 313036 313036 4162102 0 0 1186117 784622 784622 845819 845819 44700 44700 185138 28611 101148 55379 455167 112168 106973 236026 33604 4571 10623 18410 74820 23118 16309 35393 47274 9995 14408 22871 6569 6381 188 23700 23700 64656 64656 35563 35563 1275 883 392 2000 1724 276 21934 7575 539 13820 73958 73958 21192 2149 16421 2622 15745 15745 1150 1150 MISCELLANEOUS 24760 1277 12066 11417 DEVELOPMENT & TRAINING 14806 3742 5281 5783 DIRECT MAIL 14581 14581 POSTAGE 13086 1655 939 10492 54961 13870 1616 39475 2861080 1891136 467836 502108 274417 466605 1000 607163 43375 130636 18930 33052 62776 45304 33217 17472 28205593 29916552 8677295 9343263 308631 1672261 37562458 42187004 165098 188663 51911 157075 1668 1205 218677 346943 X 15115217 15935641 22228564 25904420 37343781 41840061 37562458 42187004 X 1301022 1806866 1388392 X X 0 1 X 1 0 X 1691078 1699898 1603604 1730147 2975985 9700712 1691078 1699898 1603604 1730147 2975985 9700712 274041 9426671 1237847 965105 766237 1504974 873081 5347244 15047956 0.62640 0.58540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 35106291 694280 2174279 1456387 26856 36491607 40714589 987693 -5533402 1062589 35106291 32472479 887140 8283710 910234 18506 40714589 33358132 605203 -503448 1000787 -13379 32472479 32613369 874277 1051169 1072989 107694 33358132 0.37890 0.49650 0.12460 0 0 62776 45304 17472 17472 HEDGE FUNDS 5347718 F MORTGAGE-BACKED SECURITIES 1336846 F CORPORATE BONDS 2658699 F 9343263 ANNUITY OBLIGATIONS 1205 1205 X 7292704 1806866 1806866 5485838 64656 -1388392 -1323736 4162102 2796424 0 2796424 64656 64656 2861080 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 4B - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -1,388,630. CHANGE IN VALUE OF ANNUITIES 238. 1 0 0 0 0 0 0 0 0 0 SCHOLARSHIPS AND EDUCATIONAL GRANTS NORTH AMERICA 9 42650 CHECK SCHOLARSHIPS AND EDUCATIONAL GRANTS EAST ASIA AND THE PACIFIC 1 2050 CHECK 0 0 1 1 0 0 PART I, LINE 2: THE FOUNDATION PROVIDES MERIT-BASED UNDERGRADUATE AND GRADUATE SCHOLARSHIPS AND GRANTS TO INDIVIDUALS. APPLICANTS COMPLETE AN APPLICATION PROCESS AND PROVIDE TRANSCRIPTS. PART III ACCOUNTING METHOD: 1 KAPPA ALPHA THETA FRATERNITY 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 361305568 501(C)(7) 343575 0 EDUCATIONAL GRANT NATIONAL CASA ASSOCIATION 100 W HARRISON ST NORTH TOWER STE 500 SEATTLE WA 98119 911255818 501(C)(3) 135211 0 CHARITABLE GRANT HEARTSPRINGS 8700 EAST 29TH STREET NORTH WICHITA KS 67226 480561969 501(C)(3) 13200 0 CHARITABLE GRANT KAPPA ALPHA THETA FRATNERITY HOUSING CORPORATION 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 261430902 501(C)(7) 36708 0 CHARITABLE GRANT EMILY'S PLACE 1121 E SPRING CREEK PKWY PLANO TX 75074 043726675 501(C)(3) 6350 0 CHARITABLE GRANT BOSTON CASA ASSOCIATION 85 MERRIMAC ST 401 BOSTON MA 02114 043110775 501(C)(3) 5042 0 CHARITABLE GRANT CAPITOL AREA CASA ASSOCIATION 848 LOUISIANA AVENUE BATON ROUGE LA 70802 721197395 501(C)(3) 6900 0 CHARITABLE GRANT CASA FOR CHILDREN OF DC 220 I STREET NE 285 WASHINGTON DC 20002 030472883 501(C)(3) 5869 0 CHARITABLE GRANT CASA OF COLLIN COUNTY 101 E DAVIS STREET MCKINNEY TX 75069 752391961 501(C)(3) 7160 0 CHARITABLE GRANT CASA OF LOS ANGELES 201 CENTRE PLAZA DR 1100 MONTEREY PARK CA 91754 953890446 501(C)(3) 6857 0 CHARITABLE GRANT CONNECTICUT CASA ASSOCIATION 157 CHURCH STREET NEW HAVEN CT 06510 823686568 501(C)(3) 8255 0 CHARITABLE GRANT DANE COUNTY CASA ASSOCIATION 2445 DARWIN ROAD SUITE 15 MADISON WI 53704 201717869 501(C)(3) 12823 0 CHARITABLE GRANT DEKALB COUNTY CASA ASSOCIATION PO BOX 768 AVONDALE GA 30002 580248111 501(C)(3) 6697 0 CHARITABLE GRANT DOUGLAS COUNTY CASA ASSOCIATION 1009 NEW HAMPSHIRE STREET SUITES A B LAWRENCE KS 66044 481104657 501(C)(3) 15147 0 CHARITABLE GRANT GLORDA STATEWISE GUARDIAN AD LITEM FOUNDATION 14 S MAIN STREET SUITE A GAINESVILLE FL 32601 450501348 501(C)(3) 21351 0 CHARITABLE GRANT FOR THE CHILD - LONG BEACH 4001 LONG BEACH BLVD LONG BEACH CA 90807 953601230 501(C)(3) 15295 0 CHARITABLE GRANT HEART OF MISSOURI CASA 105 E ASH STREET 102 COLUMBIA MO 65203 202408567 501(C)(3) 8470 0 CHARITABLE GRANT KIDS' VOICE OF INDIANA 127 E MICHIGAN STREET INDIANAPOLIS IN 46204 351656579 501(C)(3) 9144 0 CHARITABLE GRANT NRV CASA 201 W MAIN STREET SUITE B1 CHRISTIANBURG VA 24073 541773419 501(C)(3) 5278 0 CHARITABLE GRANT PROKIDS CASA VOLUNTEERS FOR FOSTER KIDS IN CINCINNATI 2605 BURNET AVENUE CINCINNATI OH 45219 311020021 501(C)(3) 5193 0 CHARITABLE GRANT SOUTH CENTRAL CASA 2241 WEST LINDSEY STREET SUITE 500 NORMAN OK 73069 731231247 501(C)(3) 5280 0 CHARITABLE GRANT SUNFLOWER CHILDREN'S COLLECTIVE INC 323 POYNTZ SUITE 101 MANHATTAN KS 66502 481061447 501(C)(3) 8839 0 CHARITABLE GRANT TIPPECANOE COUNTY CASA 301 MAIN STREET 5TH FLOOR LAFAYETTE IN 47901 273973281 501(C)(3) 12605 0 CHARITABLE GRANT VOICES FOR CASA CHILDREN INC 4300 N MILLER ROAD SUITE 116 SCOTTSDALE AZ 85251 453359395 501(C)(3) 11148 0 CHARITABLE GRANT VOICES FOR CASA CHILDREN SAN DIEGO 2851 MEADOW LARK DRIVE SAN DIEGO CA 92123 953786047 501(C)(3) 14079 0 CHARITABLE GRANT 23 2 SCHOLARSHIPS 395 805704 EDUCATIONAL GRANTS 38 40115 PART I, LINE 2: THE FOUNDATION PROVIDES MERIT-BASED AND NEED-BASED UNDERGRADUATE AND GRADUATE SCHOLARSHIPS AND GRANTS TO INVIDIDUALS AND CHAPTER. APPLICANTS COMPLETE AN APPLICATION AND PROVIDE TRANSCRIPTS, AND ARE SUBJECT TO ACADEMIC PROGRESS REPORTS, IF APPLICABLE. THE FOUNDATION PROVIDES GRANT FUNDING FOR EDUCATIONAL AND LEADERSHIP PROGRAMS TO KAPPA ALPHA THETA FRATERNITY. THE FRATERNITY MUST PROVIDE AN APPLICATION AND PROVIDE VERIFICATION OF EXPENSES, IF REQUESTED. 0 0 0 0 0 0 0 0 0 KELLEY HURST EXECUTIVE DIRECTOR 0 152589 0 0 0 0 0 18550 0 12073 0 183212 0 0 X 9 320679 FMV 0 0 0 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 $796,003 FOR THE YEAR. 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. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 1,388,630. CHANGE IN VALUE OF ANNUITIES -238. 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.