2025-11-06T15:42:12-06:00 2025-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 9229 DELEGATES ROW STE 250 INDIANAPOLIS IN 46240 990 2024-07-01 366066531 KAPPA ALPHA THETA FOUNDATION INC KAPP 3178761870 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 JENNIFER SCHMALTZ CHIEF EXECUTIVE OFFICER 3178761870 2025-11-05 1 1 CHRISTINE KEITH CPA P00963290 3173475200 2024 2025-03-06 01:10:19Z X NANCY FRICK 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 16664719 0 X WWW.KAPPAALPHATHETAFOUNDATION.ORG X 1960 IN TO STRENGTHEN AND EMPOWER MEMBERS THROUGH PHILANTHROPY AND EDUCATION. 10 10 0 321 0 0 3567290 3748978 0 0 2094021 2496286 0 0 5661311 6245264 3447386 3206261 0 0 915250 989145 0 0 679501 411920 472927 4774556 4668333 886755 1576931 44102369 47948444 358209 371295 43744160 47577149 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 1228698 1157130 GRANTS TO INDIVIDUALS OR ORGANIZATIONS FOR EDUCATIONAL AND LEADERSHIP TRAINING PROGRAMS. 1050302 989125 SCHOLARSHIPS TO KAPPA ALPHA THETA FRATERNITY ALUMNAE AND COLLEGIANS. 1125567 1060006 PHILANTHROPIC GRANTS TO ORGANIZATIONS SUPPORTING THOSE WITH SPECIAL NEEDS. 3404567 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 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 7 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 10 10 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 JEFF RISSER 3178761870 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 KELLEY HURST EXECUTIVE DIRECTOR 50.00 X 0 154367 19805 JENNIFER SCHMALTZ CHIEF EXEC OFFICER/SECRETARY 1.00 X X 0 224907 23211 APRIL BROWN TRUSTEE 1.50 X 0 0 0 MINDY YOUNG MARSHALL CHIEF ADMINISTRATIVE OFFICER 1.00 X 0 122767 17476 JULIANNE BUTLER CHIEF MARKETING OFFICER 1.00 X 0 118797 17140 HEATHER DARRING CHIEF INFORMATION OFFICER 1.00 X 0 89734 21475 JEFFREY RISSER CHIEF FINANCIAL OFFICER 1.00 X 0 161320 20955 JANE DICK TRUSTEE 3.00 X 0 0 0 KIM LININ TRUSTEE 1.50 X 0 0 0 KIM LOONEY TRUSTEE 3.00 X 0 0 0 ERICA OCHS TRUSTEE 1.00 X 0 0 0 ANA SCHWAB TRUSTEE 2.00 X 0 0 0 CYNTHEA YESTAL TRUSTEE 1.00 X 0 0 0 NANCY FRICK PRESIDENT 8.00 X X 0 0 0 AMY HAMILTON VICE PRESIDENT 2.00 X X 0 0 0 LISA YOUNGERS TREASURER 1.25 X X 0 0 0 0 871892 120062 1 0 1 0 0 3748978 121412 3748978 1356568 1356568 11559173 10419455 1139718 1139718 1139718 6245264 0 0 2496286 2163070 2163070 992366 992366 50825 50825 213143 25257 95216 92670 586195 117221 154700 314274 46400 6386 15675 24339 86745 21930 14792 50023 56662 10468 16729 29465 4811 3209 1602 27225 27225 71983 71983 39251 39251 800 800 2339 2339 24816 9211 1039 14566 80655 80655 76655 865 63627 12163 4677 4677 1150 1150 DEVELOPMENT & TRAINING 22237 712 12827 8698 CULTIVATION 22054 22054 DIRECT MAIL 16665 16665 MISCELLANEOUS 14508 12642 1866 63101 2247 7387 53467 4668333 3404567 584265 679501 236488 535680 371079 577707 184378 60446 36438 37381 69376 66992 7061 2384 31583388 33774812 11041339 12584592 642198 375442 44102369 47948444 211639 244797 145926 126498 644 0 358209 371295 X 18509525 20455954 25234635 27121195 43744160 47577149 44102369 47948444 X 1576931 2533612 -277554 X X 0 1 X 1 0 X 1603604 1730147 2975985 3567290 3748978 13626004 1603604 1730147 2975985 3567290 3748978 13626004 1393840 12232164 766237 1504974 873081 936725 1356568 5437585 19063589 0.64170 0.62380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 40530051 556789 4133230 1116157 18484 44085429 36491607 1689313 3328602 1023921 -44450 40530051 35106291 694280 2174279 1456387 26856 36491607 40714589 987693 -5533402 1062589 35106291 32472479 887140 8283710 910234 18506 40714589 0.41088 0.41253 0.17658 0 0 69376 66992 2384 2384 HEDGE FUNDS 7148085 F MORTGAGE-BACKED SECURITIES 1921315 F CORPORATE BONDS 3515192 F 12584592 X 8429339 2533612 2533612 5895727 71983 277554 349537 6245264 4596350 0 4596350 71983 71983 4668333 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 ANNUITIES 57. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 277,497. 1 0 0 0 0 0 0 0 0 0 SCHOLARSHIPS AND EDUCATIONAL GRANTS NORTH AMERICA 14 43750 CHECK SCHOLARSHIPS ASIA 3 6075 CHECK SCHOLARSHIP EUROPE 1 1000 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. 1 BLUE RIDGE CASA 119 W FREDERIK STREET STAUNTON VA 24401 541721227 501(C)(3) 16546 0 CHARITABLE GRANT BOSTON CASA 151 MERRIMAC STREET SUITE 200 BOSTON MA 02114 043110775 501(C)(3) 5397 0 CHARITABLE GRANT BOULDER VOICES FOR CHILDREN 5408 IDYLWILD TRAIL BOULDER CO 80301 840984449 501(C)(3) 86424 0 CHARITABLE GRANT CAPITAL AREA CASA ASSOCIATION 848 LOUISIANA AVENUE BATON ROUGE LA 70802 721197395 501(C)(3) 20306 0 CHARITABLE GRANT CASA FOR LANCASTER COUNTY 1141 H STREET SUITE C LINCOLN NE 68508 470833799 501(C)(3) 13780 0 CHARITABLE GRANT CASA NASVHILLE 340 21ST AVE N NASHVILLE TN 37203 621203459 501(C)(3) 8428 0 CHARITABLE GRANT CASA OF FRESNO AND MADERA COUNTIES 2300 TULARE ST 210 FRESNO CA 93721 770401361 501(C)(3) 8112 0 CHARITABLE GRANT CASA OF LOS ANGELES 201 CENTRE PLAZA DRIVE 1100 MONTEREY PARK CA 91754 953890446 501(C)(3) 12165 0 CHARITABLE GRANT CASA OF MCLENNAN COUNTY 1208 N 5TH STREET WACO TX 76707 455401776 501(C)(3) 21113 0 CHARITABLE GRANT CASA OF PIMA COUNTY 5049 E BROADWAY BLVD SUITE 159 TUCSON AZ 85711 830410169 501(C)(3) 24223 0 CHARITABLE GRANT CASA OF TARRANT COUNTY 101 SUMMIT AVE SUITE 505 FORT WORTH TX 76102 751895412 501(C)(3) 36127 0 CHARITABLE GRANT CASA OF THE SOUTH PLAINS 4601 S LOOP 289 SUITE 25 LUBBOCK TX 79424 752482631 501(C)(3) 40778 0 CHARITABLE GRANT CASA OF TRAVIS COUNTY 7600 CHEVY CHASE DR 200 AUSTIN TX 78752 742369123 501(C)(3) 25031 0 CHARITABLE GRANT CASA ORANGE COUNTY 765 THE CITY DRIVE SOUTH SUITE 300 ORANGE CA 92868 330069334 501(C)(3) 14405 0 CHARITABLE GRANT CASA VOICES FOR CHILDREN - OREGON 129 NW 4TH STREET CORVALLIS OR 97330 943265415 501(C)(3) 5767 0 CHARITABLE GRANT CHAMPAIGN COUNTY CASA 301 S VINE STREET URBANA IL 61801 371325204 501(C)(3) 17894 0 CHARITABLE GRANT CHILD ADVOCATES OF SILICON VALLEY 509 VALLEY WAY BUILDING 2 MILPITAS CA 95035 770250773 501(C)(3) 37218 0 CHARITABLE GRANT CHILDREN FIRST INC 693 NORTH POPE STREET ATHENS GA 30601 582100852 501(C)(3) 11870 0 CHARITABLE GRANT COLONIAL CASA 3917A-2 MIDLANDS ROAD WILLIAMSBURG VA 23188 541751706 501(C)(3) 12231 0 CHARITABLE GRANT CONNECTICUT CASA 157 CHURCH STREET 19TH FLOOR NEW HAVEN CT 06510 823686568 501(C)(3) 22213 0 CHARITABLE GRANT DANE COUNTY CASA 2445 DARWIN ROAD SUITE 15 MADISON WI 53704 201717869 501(C)(3) 26158 0 CHARITABLE GRANT DOUGLAS COUNTY CASA ASSOCIATION 1009 NEW HAMPSHIRE STREET SUITES A B LAWRENCE KS 66044 481104657 501(C)(3) 21285 0 CHARITABLE GRANT FLORIDA GUARDIAN AD LITEM FOUNDATION 111 W MADISON STREET TALLAHASSEE FL 32301 450501348 501(C)(3) 23597 0 CHARITABLE GRANT FOR THE CHILD - LONG BEACH 4565 CALIFORNIA AVENUE LONG BEACH CA 90807 953601230 501(C)(3) 15630 0 CHARITABLE GRANT FRANKLIN COUNTY CASA 373 S HIGH STREET 15TH FLOOR COLUMBUS OH 43215 311322198 501(C)(3) 5604 0 CHARITABLE GRANT FRIENDS OF CASA 1211 EAST ADLER STREET SUITE 4100 SEATTLE WA 98122 911223377 501(C)(3) 6064 0 CHARITABLE GRANT FRIENDS OF WAKE GUARDIANS AD LITEM PO BOX 4941 CARY NC 27519 581930264 501(C)(3) 10602 0 CHARITABLE GRANT GUARDIAN FOUNDATION INC 3919 W NEWBERRY ROAD SUITE 3 GAINESVILLE FL 32608 592931440 501(C)(3) 21947 0 CHARITABLE GRANT HEART OF MISSOURI CASA 105 E ASH STREET 102 COLUMBIA MO 65203 202408567 501(C)(3) 23310 0 CHARITABLE GRANT HEARTSPRINGS 8700 EAST 29TH STREET NORTH WICHITA KS 67226 480561969 501(C)(3) 13375 0 CHARITABLE GRANT KAPPA ALPHA THETA FRATERNITY 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 361305568 501(C)(7) 487603 0 EDUCATIONAL GRANT KAPPA ALPHA THETA FRATNERITY HOUSING CORPORATION 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 261430902 501(C)(7) 613111 0 CHARITABLE GRANT KIDS' VOICE OF INDIANA 615 N ALABAMA STREET STE 200 INDIANAPOLIS IN 46204 351656579 501(C)(3) 37610 0 CHARITABLE GRANT LEE COUNTY CASA VIA TWIN CEDARS YOUTH & FAMILY SERVICE INC 202 N 26TH STREET OPEIKA AL 36801 581413499 501(C)(3) 6199 0 CHARITABLE GRANT MONROE COUNTY CASA 320 W EIGHTH STREET UNIT 201 BLOOMINGTON IN 47404 263994368 501(C)(3) 15858 0 CHARITABLE GRANT NATIONAL CASA ASSOCIATION 100 W HARRISON ST NORTH TOWER STE 500 SEATTLE WA 98119 911255818 501(C)(3) 102677 0 CHARITABLE GRANT NEW RIVER VALLEY CASA 201 W MAIN STREET SUITE B1 CHRISTIANBURG VA 24073 541773419 501(C)(3) 27562 0 CHARITABLE GRANT ONONDAGA CASA 1603 COURT STREET SYRACUSE NY 13208 150532247 501(C)(3) 12338 0 CHARITABLE GRANT PARACHUTE SPECIAL ADVOCATES FOR CHILDREN OF BUTLER COUNTY 284 N FAIR STREET HAMILTON OH 45011 311230170 501(C)(3) 9594 0 CHARITABLE GRANT PAYNE COUNTY CASA 315 W 6TH AVENUE 205 STILLWATER OK 74074 731396936 501(C)(3) 5681 0 CHARITABLE GRANT PIEDMONT CASA 818 EAST HIGH STREET CHARLOTTESVILLE VA 22902 541704064 501(C)(3) 5816 0 CHARITABLE GRANT PS I LOVE YOU MINISTRIES PO BOX 162242 BOILING SPRINGS SC 29316 453777027 501(C)(3) 12329 0 CHARITABLE GRANT SEMINOLE COUNTY FRIENDS OF ABUSED CHILDREN PO BOX 161351 ALTAMONTE SPRINGS FL 32716 593044327 501(C)(3) 10114 0 CHARITABLE GRANT SOUTH CENTRAL CASA 2241 WEST LINDSEY STREET SUITE 500 NORMAN OK 73069 731231247 501(C)(3) 19989 0 CHARITABLE GRANT SOUTHEAST CASA PROGRAM 415 W 15TH STREET STE 108 YANKTON SD 57078 275055055 501(C)(3) 5627 0 CHARITABLE GRANT VOICES FOR CASA CHILDREN INC 4300 N MILLER ROAD SUITE 116 SCOTTSDALE AZ 85251 453359395 501(C)(3) 19977 0 CHARITABLE GRANT WASHOE COUNTY CASA PO BOX 948 RENO NV 89521 942991444 501(C)(3) 9012 0 CHARITABLE GRANT CASA VOICES FOR CHILDREN 115 N MAIN STREET BRYAN TX 77803 742970407 501(C)(3) 16939 0 CHARITABLE GRANT VOICES FOR CHILDREN CASA PROGRAM 2851 MEADOW LARK DRIVE SAN DIEGO CA 92123 953786047 501(C)(3) 10606 0 CHARITABLE GRANT 47 2 SCHOLARSHIPS 518 945275 EDUCATIONAL GRANTS 49 47091 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 JEFFREY RISSER CHIEF FINANCIAL OFFICER 0 161320 0 0 0 0 0 8801 0 12154 0 182275 0 0 KELLEY HURST EXECUTIVE DIRECTOR 0 154367 0 0 0 0 0 8147 0 11658 0 174172 0 0 JENNIFER SCHMALTZ CHIEF EXEC OFFICER/SECRETARY 0 224907 0 0 0 0 0 11684 0 11527 0 248118 0 0 X STOCK CONTRIBUTIONS 8 121412 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 $989,145 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 -277,497. CHANGE IN VALUE OF ANNUITIES -57. 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.