2025-08-01T11:17:07-05:00 2024-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 9229 DELEGATES ROW STE 250 INDIANAPOLIS IN 46240 990 2023-07-01 366135287 KAPPA ALPHA THETA FRATERNITY GROUP RETURN KAPP 3178761870 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 JENNIFER SCHMALTZ CHIEF EXECUTIVE OFFICER 3178761870 2025-08-01 1 1 CHRISTINE KEITH CPA P00963290 3173475200 2023 2025-03-06 01:10:19Z JENNIFER SCHMALTZ 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 39603591 1 1 0154 X WWW.KAPPAALPHATHETA.ORG X THE ADMINISTRATION OF LOCAL CHAPTERS. 7 7 160 5725 0 0 1650401 1646821 35716912 37956770 0 0 -207270 -184012 37160043 39419579 1497741 1716473 0 0 2797294 3042614 0 0 0 33505450 33843415 37800485 38602502 -640442 817077 14740547 16306211 5403572 6505566 9336975 9800645 TO ADMINISTER LOCAL CHAPTERS OF THE KAPPA ALPHA THETA FRATERNITY. 0 0 SERVICES PROVIDED WERE ORGANIZING AND ADMINISTERING LOCAL CHAPTER ACTIVITIES ON COLLEGE CAMPUSES INCLUDING: HOUSING, ROOM AND BOARD, LEADERSHIP AND DEVELOPMENT, SOCIAL, RECRUITMENT AND OTHER ACTIVITIES. 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 X 0 0 160 1 1 0 0 0 0 1 1 942718 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 1 1 1 0 0 0 0 0 0 X X KAPPA ALPHA THETA FRATERNITY 3178761870 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 ERICA OCHS PRESIDENT 14.00 X X 0 0 0 JANE DICK VICE PRESIDENT 5.00 X X 0 0 0 LAURA BRIGHT VICE PRESIDENT 5.00 X X 0 0 0 NICOLE FRANK VICE PRESIDENT 5.00 X X 0 0 0 CATHERINE BIBB VICE PRESIDENT 5.00 X X 0 0 0 TINA TRAN VICE PRESIDENT 5.00 X X 0 0 0 CYNTHEA YESTAL VICE PRESIDENT 5.00 X X 0 0 0 JEFFREY RISSER CHIEF FINANCIAL OFFICER 1.00 50.00 X 0 161148 22058 JENNIFER SCHMALTZ CHIEF EXECUTIVE OFFICER 1.00 50.00 X 0 232628 23404 0 393776 45462 0 0 1 0 0 236557 1410264 1646821 DUES 900001 17274159 17274159 BOARD FEES 900001 12243148 12243148 CHAPTER FEES 900001 7850975 7850975 588488 588488 37956770 0 236557 184012 -184012 -184012 39419579 37956770 0 -184012 X 1716473 2795588 58265 188761 4600 318766 3930 7745126 4632 268766 4861 SOCIAL EVENTS 5571569 FOOD/KITCHEN 4572575 NEW MEMBER PROGRAMS 2395488 PER CAPITA FEE 2360113 10592989 38602502 9030452 9982971 2355466 2892192 689082 680589 2665547 2750459 14740547 16306211 694643 686150 2355466 2892192 2353463 2927224 5403572 6505566 X 9336975 9800645 9336975 9800645 14740547 16306211 X 817077 -353407 X 0 0 0 0 SECURITY DEPOSITS 2750459 2750459 REFUNDABLE DEPOSITS 2927224 2927224 VARIOUS CHAPTER FUNDRAISERS 236557 236557 184012 236557 236557 184012 184012 -184012 1 AMERICAN FOUNDATION FOR SUICIDE PREVENTION 199 WATER STREET 11TH FLOOR NEW YORK NY 10038 133393329 501(C)(3) 24405 0 CHARITABLE CONTRIBUTION BOULDER VOICES FOR CHILDREN 6672 GUNPARK DR STE 100 BOULDER CO 80301 840984449 501(C)(3) 40614 0 CHARITABLE CONTRIBUTION BOYS AND GIRLS CLUB OF AMERICA 1275 PEACHTREE STREET NE ATLANTA GA 303093506 135562976 501(C)(3) 7644 0 CHARITABLE CONTRIBUTION CAPITAL AREA CASA ASSOCIATION 848 LOUISIANA AVE BATON ROUGE LA 70802 911255818 501(C)(3) 15064 0 CHARITABLE CONTRIBUTION CASA - VOICES FOR CHILDREN BENTON COUNTY 129 NW 4TH ST STE B CORVALLIS OR 97330 943265415 501(C)(3) 8362 0 CHARITABLE CONTRIBUTION CASA FOR LANCASTER COUNTY 1141 H ST LINCOLN NE 68508 470833799 501(C)(3) 10152 0 CHARITABLE CONTRIBUTION CASA OF LEXINGTON 3245 LOCH NESS DR LEXINGTON KY 40517 611339185 501(C)(3) 5227 0 CHARITABLE CONTRIBUTION CASA OF MCLENNAN & HILL COUNTIES 1208 N 5TH ST WACO TX 76707 455401776 501(C)(3) 25284 0 CHARITABLE CONTRIBUTION CASA OF SANTA BARBARA COUNTY 2125 SOUTH BROADWAY SUITE 106 SANTA MARIA CA 93454 330662734 501(C)(3) 8960 0 CHARITABLE CONTRIBUTION CASA OF TARRANT COUNTY 101 SUMMIT AVE SUITE 505 FORT WORTH TX 76102 751895412 501(C)(3) 54823 0 CHARITABLE CONTRIBUTION CASA OF THE SOUTH PLAINS 4601 S LOOP 289 STE 25 LUBBOCK TX 79424 752482631 501(C)(3) 18608 0 CHARITABLE CONTRIBUTION COURT APPOINTED SPECIAL ADVOCATE PARTNERS PO BOX 8158 SPOKANE WA 992030158 911872623 501(C)(3) 6341 0 CHARITABLE CONTRIBUTION CHILD ADVOCATES II PO BOX 3992 TALLAHASSEE FL 32315 592928659 501(C)(3) 20546 0 CHARITABLE CONTRIBUTION KAPPA ALPHA THETA FOUNDATION 8740 FOUNDERS ROAD INDIANAPOLIS IN 46268 366066531 501(C)(3) 980136 0 CHARITABLE CONTRIBUTION LEE COUNTY CASA 202 N 26TH STREET OPELIKA OH 36801 721374587 501(C)(3) 9531 0 CHARITABLE CONTRIBUTION MONROE COUNTY CASA 201 N MORTON ST BLOOMINGTON IN 47404 263994368 501(C)(3) 28142 0 CHARITABLE CONTRIBUTION NATIONAL CASA ASSOCIATION 100 WEST HARRISON STREET SUITE 500 SEATTLE WA 98119 911255818 501(C)(3) 20011 0 CHARITABLE CONTRIBUTION ONE LOVE FOUNDATION 44 PONDFIELD ROAD SUITE 12 BRONXVILLE NY 10708 272904497 501(C)(3) 16558 0 CHARITABLE CONTRIBUTION PAYNE COUNTY CASA 315 W 6TH AVE STE 205 STILLWATER OK 74074 731396936 501(C)(3) 6975 0 CHARITABLE CONTRIBUTION SEMINOLE COUNTY FRIENDS OF ABUSED CHILDREN INC PO BOX 161351 ALTAMONTE SPRINGS FL 32716 593044327 501(C)(3) 24401 0 CHARITABLE CONTRIBUTION VOICES FOR CHILDREN 2851 MEADOW LARK DRIVE SAN DIEGO CA 92123 953786047 501(C)(3) 26990 0 CHARITABLE CONTRIBUTION VOICES FOR CHILDREN INC 115 NORTH MAIN STREET BRYAN TX 77803 742970407 501(C)(3) 5316 0 CHARITABLE CONTRIBUTION 22 0 PART I, LINE 2: THE INDIVIDUAL CHAPTER BOARDS ARE RESPONSIBLE FOR THE GRANTING OF FUNDS TO CHARITABLE ORGANIZATIONS. 0 0 0 JENNIFER SCHMALTZ CHIEF EXECUTIVE OFFICER 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 FORM 990, PART V, LINE 3B THE GROUP RETURN IN TOTAL HAS UNRELATED BUSINESS GROSS INCOME OF $1,000 OR MORE BUT THE ORGANIZATION IS NOT REQUIRED TO FILE FORM 990-T AT THE GROUP LEVEL. 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 FRATNERITY'S GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12 THE CENTRAL ORGANIZATION FILING THE GROUP RETURN HAS A CONFLICT OF INTEREST POLICY, WHICH IS REVIEWED ON AN ANNUAL BASIS. HOWEVER, EACH OF THE CHAPTERS INCLUDED IN THE GROUP RETURN DOES NOT HAVE A CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS INCLUDED IN THIS 990 DO NOT MAKE THEIR GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO PUBLIC. THE ORGANIZATIONS' EXEMPTION DOCUMENTS AND TAX RETURNS ARE AVAILABLE UPON REQUEST THROUGH CONTACT OF THE KAPPA ALPHA THETA FRATERNITY. FORM 990, PART IX, LINE 24E OPERATIONS 2,024,151. CHAPTER PROGRAMMING 1,912,261. FEES 1,712,935. MEMBER SUPPLIES 1,560,821. FRATERNITY BILLING 1,382,247. BANK & CREDIT CARD FEES 1,114,258. FACILITY FEES 853,611. MISCELLANEOUS 32,188. NEWSLETTER 517. FORM 990, PART XI, LINE 9: RESTATEMENT OF NET ASSETS -353,407. FORM 990 - LATE FILING THE ORGANIZATION HAS REASONABLE CAUSE FOR FILING LATE. THERE HAS BEEN AN ONGOING ISSUE WITH THE INTERNAL REVENUE SERVICE THAT HAS BEEN IN PROCESS FOR MULTIPLE YEARS. LATE FILING PENALTY SHOULD NOT BE ASSESSED AS THE ISSUE WAS NOT WITH THE TAXPAYER BUT WITH THE IRS REPORTING SYSTEM. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0