Nonprofit · EIN 35-6007523
KAPPA SIGMA INC BETA THETA
Tax-exempt · BLOOMINGTON, IN 47404
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $468,351 | $368,256 | $100,095 | $5,988,959 | $3,088,914 | $2,900,045 |
| June 30, 2024 | 990 | $549,567 | $399,072 | $150,495 | $5,936,176 | $3,136,226 | $2,799,950 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $477,210
- Investment income
- -$71,715
- Net gain from sales of assets
- -$81,013
- Other revenue
- $62,856
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $28,860
- Salaries, compensation and benefits (total)
- $31,852
- Professional fundraising fees
- $0
- Accounting fees
- $82,235
- Occupancy
- $23,356
Balance sheet and other
- Total assets, start of year
- $5,936,176
- Total assets, end of year
- $5,988,959
- Total liabilities, end of year
- $3,088,914
- Net assets, end of year
- $2,900,045
- Land, buildings and equipment
- $5,253,822
- Net assets without donor restrictions
- $2,900,045
- Gross receipts
- $549,364
- Employees
- 1
- Volunteers
- 0
- Year formed
- 1957
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN LIVINGSTON | TREASURER Trustee or director, Officer | 1 | $0 |
| GREG MONSEY | PRESIDENT Trustee or director, Officer | 1 | $0 |
| AUSTIN STICKLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| JOSH THOMPSON | BOARD MEMBER Trustee or director | 1 | $0 |
| RICHARD WENZLER | BOARD MEMBER Trustee or director | 1 | $0 |
| ROBERT ROTHKOPF | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN LIVINGSTON | TREASURER Trustee or director, Officer | 1 | $0 |
| GREG MONSEY | PRESIDENT Trustee or director, Officer | 1 | $0 |
| AUSTIN STICKLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| JOSH THOMPSON | BOARD MEMBER Trustee or director | 1 | $0 |
| RICHARD WENZLER | BOARD MEMBER Trustee or director | 1 | $0 |
| ROBERT ROTHKOPF | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 475 N COLLEGE AVE, BLOOMINGTON, IN 47404-3828
- In care of
- % FORVIS LLP
- Principal officer (990 for 2024)
- GREG MONSEY, 475 N COLLEGE AVE, BLOOMINGTON, IN 474043828
- Signed the 990
- Greg Monsey, President
- Return prepared by
- Forvis Mazars LLP
Mission
PROVIDED FURNISHED HOUSING TO ACTIVE CHAPTER MEMBERS ATTENDING INDIANA UNIVERSITY.
Program accomplishments
- PROVIDED FURNISHED HOUSING TO ACTIVE CHAPTER MEMBERS ATTENDING INDIANA UNIVERSITY.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 35-6007523
- Tax-exempt status
- 501(c)(2): Title-holding corporation
- Donations deductible
- No
- Exempt since
- 1958
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,988,959
- Income (IRS master file)
- $549,364
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $468,351 | $368,256 | $5,988,959 | IRS |
| 990 | June 2024 | $549,567 | $399,072 | $5,936,176 | XML |
| 990 | June 2023 | $482,444 | $283,655 | $5,882,047 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-6007523).
Questions about KAPPA SIGMA INC BETA THETA
- What is the EIN of KAPPA SIGMA INC BETA THETA?
- The employer identification number (EIN) of KAPPA SIGMA INC BETA THETA is 35-6007523.
- Is KAPPA SIGMA INC BETA THETA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(2) since 1958.
- Are donations to KAPPA SIGMA INC BETA THETA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does KAPPA SIGMA INC BETA THETA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of KAPPA SIGMA INC BETA THETA due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KAPPA SIGMA INC BETA THETA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of KAPPA SIGMA INC BETA THETA?
- The 990 for the year ended June 30, 2025 names GREG MONSEY.
- Who are the officers and directors of KAPPA SIGMA INC BETA THETA?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does KAPPA SIGMA INC BETA THETA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $468,351, expenses of $368,256 and total assets of $5,988,959 at year end.
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