2025-02-06T08:06:19-06:00 2024-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 9229 DELEGATES ROW STE 250 INDIANAPOLIS IN 46240 990 2023-07-01 261430902 KAPPA ALPHA THETA FRATERNITY HOUSING CORPORATION KAPP 3178761870 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 JENNIFER SCHMALTZ VICE PRESIDENT 3178761870 2025-01-14 1 1 CHRISTINE KEITH CPA P00963290 3173475200 2023 2025-03-06 01:10:19Z JEFFREY RISSER 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 28100103 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 5 218 10 295177 282211 1517088 2529923 20743924 24073399 97157 277094 4656098 1201604 27014267 28082020 5527 5000 0 0 2298284 2479615 144248 131459 0 21716642 22661086 24164701 25277160 2849566 2804860 92522233 90915700 63020846 57851131 29501387 33064569 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 0 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 138 0 1 218 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 232628 23404 JEFFREY RISSER CHIEF FINANCIAL OFFICER 20.00 24.80 X 0 161148 22058 TERESA SMITH EXECUTIVE DIRECTOR 40.00 10.00 X X 0 117687 23690 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 511463 69152 0 0 1 0 BRAUN AND BUTLER CONSTRUCTIONS 300 HAZELWOOD ST STE 100 LEANDER TX 78641 RENOVATIONS/CONSTRUCTION 4816875 CAMPUS COOKS LLC 1400 S WOLF RD STE 1400 WHEELING IL 60090 FOOD SERVICE 4215822 PHOENIX RENOVATION AND RESTORATION 16250 FOSTER STREET OVERLAND PARK KS 66085 RENOVATIONS/CONSTRUCTION 2378330 UPPER CRUST FOOD SERVICE LLC 2011 CORONA RD STE 203 COLUMBIA MO 65203 FOOD SERVICE 1757841 NICOLE ZARR & ASSOCIATES 1020 WEST LOOP NORTH STE 170 HOUSTON TX 77055 DESIGN/FURNISHINGS 940902 18 2529923 2529923 HOUSING FEES 900099 21801036 21801036 HOUSE CORP PROGRAM FEES 900099 2130763 2130763 RENTAL INCOME FROM AFFILIATES 531110 141600 141600 24073399 295177 295177 18083 -18083 -18083 -18083 GAIN ON CASUALTY LOSS 900099 1047068 1047068 OTHER INCOME 900099 154536 154536 1201604 28082020 25275003 295177 -18083 5000 132115 2173257 41015 133228 22469 26013 75461 131459 11966 16621 561833 6181525 100042 20392 2687795 4167044 724410 MEAL SERVICE EXPENSE 6937689 CREDIT CARD FEES 527074 BAD DEBT EXPENSE 415398 STATE & LOCAL TAXES 94353 91001 25277160 893213 2413252 8059478 5233642 655017 664705 4840363 1899866 13617 13617 127386714 52421457 62883513 74965257 1238419 1310127 13938613 4415234 92522233 90915700 3409769 543813 83042 247152 56356013 54042026 3172022 3018140 63020846 57851131 X 28846370 32399864 655017 664705 29501387 33064569 92522233 90915700 X 2804860 22669 735653 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4078033 4078033 101977476 34470279 67507197 3543314 2801998 741316 17787891 15149180 2638711 74965257 DUE TO RELATED ORGANIZATIONS 224554 DEPOSITS 1149937 RIGHT OF USE - LIABILITY 1643649 3018140 X 28801602 22669 735653 758322 28043280 2212 36528 38740 28082020 25238420 0 25238420 2212 36528 38740 25277160 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 29,523. NET ASSET CONTRIBUTION FROM DISSOLVED FACILITY CORPORATIONS 706,130. PART XI, LINE 4B - OTHER ADJUSTMENTS: OTHER RECONCILING ITEMS 36,528. PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER RECONCILING ITEMS 36,528. X X X 0 PENNINGTON & COMPANY INC 501 GATEWAY DRIVE LAWRENCE KS 66049 FUNDRAISING CAMPAIGN 0 618166 128249 489917 618166 128249 489917 1 0 0 0 JENNIFER SCHMALTZ VICE PRESIDENT 0 232628 0 0 0 0 0 11052 0 12352 0 256032 0 0 JEFFREY RISSER CHIEF FINANCIAL OFFICER 0 161148 0 0 0 0 0 8138 0 13920 0 183206 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 706,130. CHANGE IN FAIR VALUE OF INTEREST RATE DERIVATIVE 29,523. 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