Nonprofit · EIN 36-6135287
KAPPA ALPHA THETA FRATERNITY
Also known as GROUP RETURN
Tax-exempt · INDIANAPOLIS, IN 46268
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $41,081,131 | $39,170,310 | $1,910,821 | $19,058,286 | $7,350,513 | $11,707,773 |
| June 30, 2024 | 990 | $39,419,579 | $38,602,502 | $817,077 | $16,306,211 | $6,505,566 | $9,800,645 |
| June 30, 2023 | 990 | $37,160,043 | $37,800,485 | -$640,442 | $14,740,547 | $5,403,572 | $9,336,975 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,725,584
- Program service revenue
- $39,469,166
- Investment income
- $0
- Net income from fundraising events
- -$113,619
- Other revenue
- -$113,619
Expenses
- Grants and similar amounts paid
- $2,038,990
- Other salaries and wages
- $2,503,470
- Salaries, compensation and benefits (total)
- $2,763,877
- Professional fundraising fees
- $0
- Accounting fees
- $29,713
- Occupancy
- $7,109,544
- Travel
- $3,821
Balance sheet and other
- Total assets, start of year
- $16,306,211
- Total assets, end of year
- $19,058,286
- Total liabilities, end of year
- $7,350,513
- Net assets, end of year
- $11,707,773
- Net assets without donor restrictions
- $11,707,773
- Gross receipts
- $41,194,750
- Employees
- 127
- Volunteers
- 5,879
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JENNIFER SCHMALTZ | CHIEF EXECUTIVE OFFICER Officer | 1 | $0 | $224,907 | $23,211 |
| JEFFREY RISSER | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $161,320 | $20,956 |
| MINDY MARSHALL | CHIEF ADMINISTRATION OFFICER Officer | 48 | $0 | $122,767 | $17,476 |
| JULIANNE BUTLER | CHIEF MARKETING OFFICER Officer | 49 | $0 | $118,797 | $17,140 |
| MELISSA SHAUB | DIRECTOR OF ED & LEAD Officer | 40 | $0 | $104,608 | $16,154 |
| HEATHER DARRING | CHIEF INFORMATION OFFICER Officer | 49 | $0 | $89,734 | $21,475 |
| ERICA OCHS | PRESIDENT Trustee or director, Officer | 14 | $0 | $0 | $0 |
| LAURA BRIGHT | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| NICOLE FRANK | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| CATHERINE BIBB | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| CYNTHEA YESTAL | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| TJ CONDON | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JENNIFER SCHMALTZ | CHIEF EXECUTIVE OFFICER Officer | 1 | $0 | $232,628 | $23,404 |
| JEFFREY RISSER | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $161,148 | $22,058 |
| ERICA OCHS | PRESIDENT Trustee or director, Officer | 14 | $0 | $0 | $0 |
| JANE DICK | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| LAURA BRIGHT | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| NICOLE FRANK | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| CATHERINE BIBB | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| TINA TRAN | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| CYNTHEA YESTAL | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JENNIFER SCHMALTZ | CHIEF EXECUTIVE OFFICER Officer | 1 | $0 | $162,583 | $20,425 |
| JEFFREY RISSER | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $161,168 | $20,032 |
| ERICA OCHS | PRESIDENT Trustee or director, Officer | 14 | $0 | $0 | $0 |
| JANE DICK | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| LAURA BRIGHT | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| NICOLE FRANK | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| CATHERINE BIBB | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| TINA TRAN | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| CYNTHEA YESTAL | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 8740 FOUNDERS RD, INDIANAPOLIS, IN 46268-1337
- In care of
- % JEFF RISSER
- Principal officer (990 for 2024)
- JENNIFER SCHMALTZ, 8740 FOUNDERS ROAD, INDIANAPOLIS, IN 46268
- Signed the 990
- JENNIFER SCHMALTZ, CHIEF EXECUTIVE OFFICER
- Phone
- (317) 876-1870
- Website
- WWW.KAPPAALPHATHETA.ORG
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
Mission
TO ADMINISTER LOCAL CHAPTERS OF THE KAPPA ALPHA THETA FRATERNITY.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Group return. Included in a group return filed by its parent. 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
- 36-6135287
- Tax-exempt status
- 501(c)(7): Social or recreational club
- Donations deductible
- No
- Exempt since
- 1940
- Accounting year ends
- June
- Files
- Group return
- Group exemption
- 0154: KAPPA ALPHA THETA FRATERNITY
- Assets (IRS master file)
- $19,058,286
- Income (IRS master file)
- $41,194,750
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $41,081,131 | $39,170,310 | $19,058,286 | XML |
| 990 | June 2024 | $39,419,579 | $38,602,502 | $16,306,211 | XML |
| 990 | June 2023 | $37,160,043 | $37,800,485 | $14,740,547 | XML |
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 36-6135287).
Questions about KAPPA ALPHA THETA FRATERNITY
- What is the EIN of KAPPA ALPHA THETA FRATERNITY?
- The employer identification number (EIN) of KAPPA ALPHA THETA FRATERNITY is 36-6135287.
- Is KAPPA ALPHA THETA FRATERNITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(7) since 1940.
- Are donations to KAPPA ALPHA THETA FRATERNITY tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does KAPPA ALPHA THETA FRATERNITY file?
- Form Group return. Included in a group return filed by its parent.
- When is the next return of KAPPA ALPHA THETA FRATERNITY 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 ALPHA THETA FRATERNITY 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 ALPHA THETA FRATERNITY?
- The 990 for the year ended June 30, 2025 names JENNIFER SCHMALTZ.
- Who are the officers and directors of KAPPA ALPHA THETA FRATERNITY?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does KAPPA ALPHA THETA FRATERNITY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $41,081,131, expenses of $39,170,310 and total assets of $19,058,286 at year end.
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