Kappa Alpha Order Educational Foundation in Lexington, Virginia (VA)

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Kappa Alpha Order Educational Foundation
Employer Identification Number (EIN)751783690
Name of OrganizationKappa Alpha Order Educational Foundation
AddressPO BOX 1865, Lexington, VA 24450-0306
ActivitiesScholarships (other), Discussion groups, forums, panels lectures, etc.
SubsectionEducational Organization
Ruling Date02/1982
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$5,000,000 to $9,999,999
Income$5,000,000 to $9,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$9,538,133
Amount of Income$5,522,317
Form 990 Revenue Amount$1,834,048
National Taxonomy of Exempt Entities (NTEE)Educational Institutions and Related Activities: Student Sororities, Fraternities


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Amount of income in 2014: $5,522,317 (it was $1,353,352 in 2013)
This organization: 

 $5,522,317
Other organizations performing similar types of work: 

 $175,336

Assets in 2014: $9,538,133 (it was $9,188,179 in 2013)
This organization: 

 $9,538,133
Other organizations performing similar types of work: 

 $254,111

Expenses in 2013: $1,106,892
Kappa Alpha Order Educational Foundation: 

 $1,106,892
Other organizations performing similar types of work: 

 $127,781

Income to expenses ratio in 2013: 5.0
Kappa Alpha Order Educational Foundation: 

 5.0
Other organizations performing similar types of work: 

 1.3

Grants share in income in 2013: 57.5%
This organization: 

 57.5%
Other organizations performing similar types of work: 

 51.7%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?Yes
Is the organization required to complete Schedule B, Schedule of Contributors?Yes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?No
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?No
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?No
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?Yes
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?No
Did the organization maintain collections of works of art, historical treasures, or other similar assets?Yes
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?Yes
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?Yes
Did the organization report an amount for land, buildings, and equipment?Yes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?Yes
Did the organization report an amount for investments-program related that is 5% or more of its total assets?No
Did the organization report an amount for other assets that is 5% or more of its total assets?No
Did the organization report an amount for other liabilities?Yes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?No
Did the organization obtain separate, independent audited financial statements for the tax year?Yes
Was the organization included in consolidated, independent audited financial statements for the tax year?No
Is the organization a school described in section 170(b)(1)(A)(ii)?No
Did the organization maintain an office, employees, or agents outside of the United States?No
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?No
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?No
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?No
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?No
Did the organization report more than $15,000 total of fundraising event gross income and contributions?Yes
Did the organization report more than $15,000 of gross income from gaming activities?No
Did the organization operate one or more hospital facilities?No
Did the organization attach a copy of its audited financial statements?No
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?Yes
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?Yes
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?Yes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?No
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?No
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?No
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?No
Did the organization engage in an excess benefit transaction with a disqualified person during the year?No
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?No
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?No
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?No
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?Yes
A family member of a current or former officer, director, trustee, or key employee?No
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?Yes
Did the organization receive more than $25,000 in non-cash contributions?No
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?No
Did the organization liquidate, terminate, or dissolve and cease operations?No
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?No
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?No
Was the organization related to any tax-exempt or taxable entity?Yes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?No
Did the organization make any transfers to an exempt non-charitable related organization?Yes
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?No
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 109616
The number of Forms W-2G0
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?No
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return0
Did the organization file all required federal employment tax returns?No
Did the organization have unrelated business gross income of $1,000 or more during the year?NoNoNo
Has it filed a Form 990-T for this year?No
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?No
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?No
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?No
Did the organization file Form 8886-T?No
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?No
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?No
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?Yes
Did the organization notify the donor of the value of the goods or services provided?Yes
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?No
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?No
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?No
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?No
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?No
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?No
Did the sponsoring organization make any taxable distributions under section 4966?No
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?No
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?No
The amount of tax-exempt interest received or accrued during the year$0
Is the organization licensed to issue qualified health plans in more than one state?No
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0
The amount of reserves on hand$0
Did the organization receive any payments for indoor tanning services during the tax year?No
Has it filed a Form 720 to report these payments?No
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$101,619
Total reportable compensation from related organizations$128,495
Total estimated amount of other compensation from the organization and related organizations$54,953
Total number of individuals who received more than $100,000 of reportable compensation from the organization1
Total number of independent contractors who received more than $100,000 of compensation from the organization0
Statement of Revenue
201120122013
Total revenue$948,445$1,102,127$1,353,352
Contributions, Gifts, Grants and Other Similar Amounts$690,054$761,969$777,750
Program Service Revenue$37,639$16,541$14,329
900099$14,329
All other program service revenue$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$204,456$200,180$169,726
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$44,900$44,900$44,900
Gross rents (Real / Personal)$44,900 / $0$44,900 / $0$44,900 / $0
Less: rental expenses (Real / Personal)$0 / $0$0 / $0$0 / $0
Rental income or (loss) (Real / Personal)$44,900 / $0$44,900 / $0$44,900 / $0
Net gain/loss from sales of assets other than inventory$-60,814$32,476$306,766
Gross amount from sales of assets other than inventory (Securities / Other)$2,237,448 / $0$1,690,813 / $0$4,286,903 / $0
Less: cost or other basis and sales expenses (Securities / Other)$2,298,262 / $0$1,658,337 / $0$3,980,137 / $0
Gain or (loss) (Securities / Other)$-60,814 / $0$32,476 / $0$306,766 / $0
Net income/loss from fundraising events$31,026$46,019$38,421
Gross income from fundraising events$43,814$69,362$56,184
Less: direct expenses$12,788$23,343$17,763
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$0$0$0
Miscellaneous Revenue$1,184$42$1,460
900099$780
900099$680
All other revenue$0
Statement of Functional Expenses
201120122013
Total functional expenses$1,278,123$1,339,984$1,106,892
Grants and other assistance to domestic organizations and domestic governments$216,717
Grants and other assistance to domestic individuals$61,800
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, trustees, and key employees$89,642$93,348$101,618
Compensation not included above, to disqualified persons$0
Other salaries and wages$157,390$166,272$165,125
Pension plan accruals and contributions$8,900
Other employee benefits$9,855
Payroll taxes$12,195$12,734$12,662
Fees for services (non-employees)
Management$0
Legal$17,824
Accounting$15,700
Lobbying$0
Professional fundraising services$0$0$0
Investment management fees$44,737
Other$2,083
Advertising and promotion$48,503
Office expenses$28,976
Information technology$6,660
Royalties$0
Occupancy$82,698
Travel$55,551
Payments of travel or entertainment expenses for any federal, state, or local public officials$0
Conferences, conventions, and meetings$35,558
Interest$10,696
Payments to affiliates$6,240
Depreciation, depletion, and amortization$109,603
Insurance$17,571
Other expenses$18,317
Other expenses$15,925
Other expenses$11,455
Other expenses$2,118
Balance Sheet
201120122013
Total assets$10,662,252$9,144,602$9,188,179
Cash - non-interest-bearing$194,245
Savings and temporary cash investments$17,737
Pledges and grants receivable, net$439,982
Accounts receivable, net$0
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0
Notes and loans receivable, net$0
Inventories for sale or use$12,084
Prepaid expenses and deferred charges$24,902
Land, buildings, and equipment: cost or other basis$2,387,585
Investments - publicly traded securities$5,436,252
Investments - other securities$628,528
Investments - program-related$0
Intangible assets$0
Other assets$46,864
Total liabilities$1,023,881$1,060,727$879,348
Accounts payable and accrued expenses$5,948
Grants payable$0
Deferred revenue$0
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0
Secured mortgages and notes payable to unrelated third parties$0$0$0
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$873,400
Total net assets or fund balances$9,638,371$8,083,875$8,308,831
Unrestricted net assets$1,285,353
Temporarily restricted net assets$921,129
Permanently restricted net assets$6,102,349
Capital stock or trust principal, or current funds$0
Paid-in or capital surplus, or land, building, or equipment fund$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013)
2009 - 2013 Total
Public Support$5,392,160
Subtotal Support$5,663,883
Gifts, grants, contributions, and membership fees received$5,663,883
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support$271,723
Total Support$6,814,238
Public Support$5,663,883
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$1,134,264
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income. Do not include gain or loss from the sale of capital assets$16,091
Gross receipts from related activities, etc.$68,509
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Sigma Theta Tau International Inc250 Bedford Boulevard, New York, NY 10469NY1954-12$17,100,133
2Kappa Alpha Order Educational FoundationPO BOX 1865, Lexington, VA 24450-0306VA1982-02$5,522,317
3Zeta Beta Tau Foundation Inc3905 Vincennes Rd Ste 300, Indianapolis, IN 46268-3057IN1954-03$4,069,279
4Triangle Education Foundation120 S Center St, Plainfield, IN 46168-1214IN1971-03$2,787,299
5Omicron Delta Kappa Society Inc224 Mclaughlin St, Lexington, VA 24450-2002VA1992-08$1,095,665
6Zeta Phi Society-Foundation39 Berkshire Dr, Richmond Hts, MO 63117-1042MO1990-09$987,622
7Alpha Lambda Delta, Group ReturnPO BOX 4403, Macon, GA 31208-4403GA1951-03$767,462
8Theta Chi Fraternity Inc, Chi Chapter Alumni Corporation6015 Antebellum Dr, Stone Mtn, GA 30087-1125GA1966-06$341,066
9Sigma Chi Fraternity, Alpha Gamma Chapter260 E 15th Ave, Columbus, OH 43201-1902OH1937-02$338,325
10Theta Chi Fraternity, Rho Chapter310 E Gregory Dr, Champaign, IL 61820-6733IL1966-06$331,668
11Sigma Gamma Association42 Harbor Hill Rd, Grosse Pointe, MI 48236-3748MI1985-11$256,431
12Western Connecticut State University Alumni Assoc Inc181 White St, Danbury, CT 06810-6826CT1993-09$233,100
13Sigma Phi Epsilon Fraternity Inc, Al Beta Chapter428 University Blvd, Tuscaloosa, AL 35401AL1941-01$214,968
14Southern Connecticut State University Alumni Association501 Crescent St, New Haven, CT 06515-1330CT1972-05$138,438
15Sigma Phi Epsilon Education Foundation Of Texas Alpha1610 Bruton Springs Rd, Austin, TX 78733-1834TX1981-09$119,285
16Zeta Psi Fraternity Of North America, Pi Tau Chapter32 Dean St, Worcester, MA 01609-3115MA1941-01$94,637
17Kappa Alpha Theta-Delta Eta Educational Foundation3116 Chic Circle, Manhattan, KS 66503KS1990-01$62,611
18Sigma Theta Tau Alpha Chapter, 1 Alpha Chapter3750 S Middle Dr, Greenville, OH 45331-3021OH1966-08$45,914
19Triangle Fraternal Corporation5741 Vinevale Cir, La Palma, CA 90623-2115CA1959-05$38,301
20Alpha Phi Omega, Bridgewater College Alpha Phi Omega Bc Alpha Phi Omega402 East College Street, Bridgewater, VA 22812VA1966-06$0
Number of organizations performing similar types of work
Alaska1
Alabama8
California8
Connecticut6
District of Columbia6
Florida2
Georgia5
Iowa1
Idaho2
Illinois5
Indiana13
Kansas1
Louisiana3
Massachusetts4
Maryland4
Michigan5
Minnesota2
Missouri20
Mississippi2
North Carolina7
North Dakota2
New Hampshire1
New Jersey5
New Mexico1
New York11
Ohio7
Oklahoma24
Pennsylvania3
South Carolina1
South Dakota1
Texas5
Virginia3
Wisconsin2
West Virginia2
Total173

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