Nonprofit · EIN 75-1783690
KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION
Tax-exempt · LEXINGTON, VA 24450
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,186,640 | $3,171,749 | $2,014,891 | $16,534,262 | $397,218 | $16,137,044 |
| June 30, 2024 | 990 | $2,573,708 | $2,320,657 | $253,051 | $14,511,321 | $475,351 | $14,035,970 |
| June 30, 2023 | 990 | $2,130,916 | $2,074,421 | $56,495 | $13,365,043 | $708,174 | $12,656,869 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,823,688
- Program service revenue
- $44,858
- Investment income
- $1,146,023
- Net rental income
- $90,000
- Net gain from sales of assets
- $810,001
- Net income from fundraising events
- $81,385
- Other revenue
- $172,071
Expenses
- Grants and similar amounts paid
- $1,430,451
- Compensation of officers, directors and key employees
- $217,325
- Other salaries and wages
- $465,995
- Salaries, compensation and benefits (total)
- $769,137
- Professional fundraising fees
- $0
- Legal fees
- $6,902
- Accounting fees
- $20,250
- Occupancy
- $122,020
- Travel
- $72,222
- Depreciation
- $144,492
- Program services (functional)
- $2,145,233
- Management and general (functional)
- $458,399
- Fundraising (functional)
- $568,117
Balance sheet and other
- Total assets, start of year
- $14,511,321
- Total assets, end of year
- $16,534,262
- Total liabilities, end of year
- $397,218
- Net assets, end of year
- $16,137,044
- Land, buildings and equipment
- $2,143,983
- Publicly traded securities
- $13,317,956
- Net assets without donor restrictions
- $3,725,590
- Net assets with donor restrictions
- $12,411,454
- Gross receipts
- $12,075,556
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1982
- State of legal domicile
- TX
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 |
|---|---|---|---|---|---|
| LARRY S WIESE | PRESIDENT Officer | 20 | $217,325 | $219,866 | $31,000 |
| R SCOTT HEALTH | CHAIRMAN Trustee or director, Officer | 0 | $0 | $0 | $0 |
| DARREN S KAY | VICE CHAIRMAN Trustee or director, Officer | 0 | $0 | $0 | $0 |
| JAMES M SCHMUCK | KNIGHT COMMANDER Trustee or director, Officer | 0 | $0 | $0 | $0 |
| DAVID M WARREN | TREASURER Trustee or director, Officer | 0 | $0 | $0 | $0 |
| J MICHAEL DUNCAN | LIFE TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| IDRIS R TRAYLOR | LIFE TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| TIMOTHY K ADAMS | LIFE TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| DAN H AKIN | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| C DOUGLAS SIMMONS III | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| ERIC J DOYLE | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| ROBERT N MADDOX | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| WALTER M DERISO JR | SECRETARY Trustee or director, Officer | 0 | $0 | $0 | $0 |
| WILLIAM E DREYER | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| STEVE C KNIGHT | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES R ESTES | TRUSTEE Trustee or director | 0 | $0 |
| H LYNN GREER | LIFE TRUSTEE Trustee or director | 0 | $0 |
| RAYMOND MCLEOD WARREN III | TRUSTEE Trustee or director | 0 | $0 |
| DR RUSSELL J SALOOM | TRUSTEE Trustee or director | 0 | $0 |
| ROBERT W HAGAN | TRUSTEE Trustee or director | 0 | $0 |
| ROCK N HOUSTOUN | TRUSTEE Trustee or director | 0 | $0 |
| MICHAEL V PAULIN | TRUSTEE Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LARRY S WIESE | PRESIDENT Officer | 20 | $225,125 | $152,566 | $23,000 |
| R SCOTT HEALTH | CHAIRMAN Trustee or director, Officer | 0 | $0 | $0 | $0 |
| DAVID M WARREN | VICE CHAIRMAN Trustee or director, Officer | 0 | $0 | $0 | $0 |
| KING V AIKEN | KNIGHT COMMANDER Trustee or director, Officer | 0 | $0 | $0 | $0 |
| DARREN S KAY | TREASURER Trustee or director, Officer | 0 | $0 | $0 | $0 |
| J MICHAEL DUNCAN | LIFE TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| IDRIS R TRAYLOR | LIFE TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| TIMOTHY K ADAMS | LIFE TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| DAN H AKIN | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| C DOUGLAS SIMMONS III | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| ERIC J DOYLE | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| ROBERT N MADDOX | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| WALTER M DERISO JR | SECRETARY Trustee or director, Officer | 0 | $0 | $0 | $0 |
| WILLIAM E DREYER | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| JAMES M SCHMUCK | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| JAMES R ESTES | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| H LYNN GREER | LIFE TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| ERIK T SHOWALTER | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| DR RUSSELL J SALOOM | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| ROBERT W HAGAN | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| ROCK N HOUSTOUN | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| MICHAEL V PAULIN | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LARRY S WIESE | PRESIDENT Officer | 20 | $195,023 | $171,163 | $22,500 |
| R SCOTT HEALTH | CHAIRMAN Trustee or director, Officer | 0 | $0 | $0 | $0 |
| DAVID M WARREN | VICE CHAIRMAN Trustee or director, Officer | 0 | $0 | $0 | $0 |
| KING V AIKEN | KNIGHT COMMANDER Trustee or director, Officer | 0 | $0 | $0 | $0 |
| DARREN S KAY | TREASURER Trustee or director, Officer | 0 | $0 | $0 | $0 |
| J MICHAEL DUNCAN | LIFE TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| IDRIS R TRAYLOR | LIFE TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| TIMOTHY K ADAMS | LIFE TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| RICHARD L BURKE | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| C DOUGLAS SIMMONS III | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| ERIC J DOYLE | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| ROBERT N MADDOX | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| WALTER M DERISO JR | SECRETARY Trustee or director, Officer | 0 | $0 | $0 | $0 |
| WILLIAM E DREYER | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| JAMES M SCHMUCK | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| JAMES R ESTES | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| H LYNN GREER | LIFE TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| ERIK T SHOWALTER | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
| DR RUSSELL J SALOOM | TRUSTEE Trustee or director | 0 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1865, LEXINGTON, VA 24450-0306
- Principal officer (990 for 2024)
- LARRY S WIESE, 115 LIBERTY HALL ROAD, LEXINGTON, VA 24450
- Signed the 990
- LARRY S WIESE, PRESIDENT
- Phone
- (540) 463-1865
- Website
- WWW.KAOEF.ORG
- Return prepared by
- RAETZ & HAWKINS PC CPAS
Mission
THE FOUNDATION PROVIDES GRANTS FOR EDUCATIONAL PROGRAMS OF KAPPA ALPHA ORDER AND PROVIDES SCHOLARSHIPS TO DESERVING GRADUATE AND UNDERGRADUATE STUDENTS.
Program accomplishments
- THE FOUNDATION PROVIDES GRANTS TO KAPPA ALPHA ORDER FOR EDUCATIONAL PROGRAMS. "THE CRUSADE" PLACES EMPHASIS ON ACADEMIC EXCELLENCE, TEAM BUILDING AND LEADERSHIP. THE NUMBER I'S LEADERSHIP INSTITUTE IS AN INTENSIVE INFORMATIONAL AND EDUCATIONAL RETREAT FOR EACH KA CHAPTER'S HIGHEST OFFICER. OFFICER TRAINING CONFERENCES ARE REGIONAL MEETINGS THAT ARE HELD ACROSS THE COUNTRY AND ADDRESSING ONE THIRD OF THE KA ACTIVE MEMBERSHIP. THE SUBJECT MATTER OF OFFICER TRAINING CONFERENCES COVERS RISK MANAGEMENT, PERSONAL DEVELOPMENT AND SCHOLARSHIP.Expenses $404,250 · grants $404,250
- SCHOLARSHIP AWARDS FOR 138 STUDENTS WERE MADE IN THE FISCAL YEAR ENDED JUNE 30, 2025. SCHOLARSHIP RECIPIENTS COMPLETE APPLICATIONS THAT INCLUDE A STATEMENT OF NEED, PERSONAL RECOMMENDATIONS, TRANSCRIPTS, PHOTOS AND OTHER MATERIAL. THE APPLICATIONS ARE SCREENED BY A COMMITTEE OF FOUNDATION TRUSTEES.Expenses $182,147 · grants $148,650
- GRANTS ARE MADE FOR CHAPTER SUPPORT FOR SCHOLARSHIP ACTIVITIES AND EDUCATIONAL AREA FACILITY CONSTRUCTION. ANY SUBSTANTIAL CONSTRUCTION PROGRAMS ARE BASED ON EXTENSIVE CONTRACTS AND DOCUMENTATION OF THE QUALIFYING EDUCATIONAL PURPOSES OF THE FACILITIES.Expenses $800,704 · grants $800,704
- THE E FLEMING MASON INTERSHIP PROGRAM PROVIDES DESERVING UNDERGRADUATE STUDENTS THE OPPORTUNITY TO GAIN PROFESSIONAL PUBLIC AND PRIVATE SECTOR WORK EXPERIENCE WHILE LIVING IN THE WASHINGTON DC, ATLANTA GA, AND DALLAS TX AREAS.Expenses $35,029
- SERVICES TO KAPPA ALPHA ORDERExpenses $92,652 · revenue $44,858
- SERVICES TO ALUMNI CHAPTERS OF KAPPA ALPHA ORDER, NIC, DISASTER RELIEF, AND HAZING PREVENTION INITIATIVESExpenses $630,451 · grants $76,847
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
- 75-1783690
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1982
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B83Z)
- Assets (IRS master file)
- $16,534,262
- Income (IRS master file)
- $12,075,556
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,186,640 | $3,171,749 | $16,534,262 | XML |
| 990 | June 2024 | $2,573,708 | $2,320,657 | $14,511,321 | XML |
| 990 | June 2023 | $2,130,916 | $2,074,421 | $13,365,043 | XML |
| 990 | June 2022 | $2,862,476 | $1,992,101 | $12,310,245 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 75-1783690).
Questions about KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION
- What is the EIN of KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION?
- The employer identification number (EIN) of KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION is 75-1783690.
- Is KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION 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 ALPHA ORDER EDUCATIONAL FOUNDATION 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 ORDER EDUCATIONAL FOUNDATION 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 ORDER EDUCATIONAL FOUNDATION?
- The 990 for the year ended June 30, 2025 names LARRY S WIESE.
- Who are the officers and directors of KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 22 people; 1 received compensation from the organization, the highest $217,325 (LARRY S WIESE, PRESIDENT).
- How much revenue does KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,186,640, expenses of $3,171,749 and total assets of $16,534,262 at year end.
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