2026-04-14T11:06:15-04:00 2025-05-31 541896113 ROBINSON FARMER COX ASSOCIATES 530 WESTFIELD RD CHARLOTTESVILLE VA 229011726 990 2024-06-01 131714532 KAPPA SIGMA FRATERNITY KAPP 4342953193 1610 SCOTTSVILLE RD CHARLOTTESVILLE VA 22901 CHAD GEBHARDT EXEC VP & CAO 4342953193 2026-04-07 true MICHAEL E LUPTON P02141280 4349738314 2026-04-14 2024 2025-03-06 01:10:19Z CHAD GEBHARDT 1610 SCOTTSVILLE RD CHARLOTTESVILLE VA 22902 9000439 false X WWW.KAPPASIGMA.ORG X 1869 VA TO PROVIDE A FORUM FOR EXCHANGE OF IDEAS RELATING TO EDUCATIONAL PROGRAMS AND LEADERSHIP TRAINING TO ITS UNDERGRADUATE AND ALUMNI CHAPTERS. 5 5 26 1504 481266 22253 0 5485416 5898859 76320 1445087 421587 440462 5983323 7784408 500000 0 1088968 1193591 0 0 5151300 4299882 6240268 5993473 -256945 1790935 7549276 8362877 1283377 1458512 6265899 6904365 X false false LIABILITY COVERAGE MANAGEMENT PROGRAM - REPRESENTS EXPENSES IN CONJUNCTION WITH LIABILITY INSURANCE COVERAGE AND RELATED CLAIMS EXPENSE, WHICH IS EXTENDED TO 290 INDIVIDUAL CHAPTERS OF THE FRATERNITY, THEIR OFFICERS, AND FRATERNITY APPOINTED VOLUNTEERS. BROTHERS IN ACTION - INCLUDES EXPENSES INCURRED TO MAINTAIN AND PROMOTE THE FRATERNITY'S 290 INDIVIDUAL CHAPTERS AND COLONIES. THESE EXPENSES INCLUDE THE FRATERNITY'S PROGRAMS DIRECTED AT DEVELOPMENT AND EDUCATION OF ITS UNDERGRADUATE MEMBERSHIP, INCLUDING LEADERSHIP SKILLS TRAINING, PERSONAL RESPONSIBILITY AND ACCOUNTABILITY, TIME MANAGEMENT TECHNIQUES, GOAL SETTING STRATEGIES, VALUES AND ETHICS EDUCATION, WORLD AND U.S. HISTORY PROGRAMS, ALCOHOL AND SUBSTANCE ABUSE PREVENTION AND EDUCATION, AND PEER INTERVENTION TECHNIQUES. CHAMPION QUEST - THE CHAMPION QUEST RECRUITMENT TRAINING AND PROGRAMMING PROCESS DEVELOPED BY THE FRATERNITY EDUCATES THE MEMBERSHIP ON THE SKILLS OF NETWORKING, MARKETING, EVENT PLANNING AND PROGRAMMING, AND ADVANCEMENT OF THE GENERAL EDUCATIONAL MISSION OF THE HOST INSTITUTION AND THE FRATERNITY. ALL OTHER ACCOMPLISHMENTS LEADERSHIP CONFERENCES/CONCLAVE - REPRESENT ALTERNATING BIENNIAL CONFERENCES OFFERING A CONCENTRATED OPPORTUNITY FOR TEACHING AND TRAINING, THE EXCHANGE OF IDEAS, AND DISCUSSION OF NUMEROUS TOPICS AMOUNG THE FRATERNITY'S UNDERGRADUATE AND ALUMNI MEMBERSHIP. CADUCEUS MAGAZINE - PRODUCTION AND MAILING OF THE FRATERNITY'S QUARTERLY MAGAZINE. A GREATER CAUSE - THIS PROGRAM INCLUDES ALUMNI DEVELOPMENT EXPENSES RELATED TO THE FRATERNITY'S EFFORTS TO PROMOTE CONTINUING EDUCATION, LEADERSHIP DEVELOPMENT, LIFE SKILLS TRAINING, COMMUNITY INVOLVEMENT AND RECOGNITION FOR ITS APPROXIMATELY 210,000 ALUMNI MEMBERS. A GREATER CAUSE ADVOCATES ALUMNI OF THE FRATERNITY BECOMING INVOLVED AS ADVISORS AND MENTORS TO BOTH COMMUNITY GROUPS AND UNDERGRADUATE MEMBERS AND CHAPTERS. false false false false false false true false false true false false false true false false true false false false false false false false false false true false false false false false false false false false false false false true false true false false false 6 0 false 26 true true true true CA false false false 1639486 false false false X 5 5 false false false false false false false true true false true true true true true true false true false false false X X CHAD GEBHARDT 4342953193 1610 SCOTTSVILLE RD CHARLOTTESVILLE VA 22902 CHAD GEBHARDT EXEC VP & CA 40.00 X 109268 0 0 LEO BROWN VP EXTERNAL 40.00 X 79636 0 0 MATTHEW B BOTT SCRIBE 15.00 X X 0 0 0 LIONEL L DE LA HOUSSAYE JR TREASURER 15.00 X X 0 0 0 ISAAC E LIPSCOMB PROCURATOR 15.00 X X 0 0 0 ADAM T POE WORTHY GRAND 15.00 X X 0 0 0 NICHOLAS E SNOWBERGER MASTER OF CE X X 0 0 0 188904 1 false false false CHAPTER RISK MGMT 900099 2910810 2910810 DUES & ASSESSMENTS 900099 2304093 2304093 SPECIAL EVENTS 900099 419007 419007 SERVICE REVENUE 900099 142500 142500 OTHER 900099 66636 66636 55813 55813 5898859 105320 105320 320509 320509 2550863 1211096 1339767 1339767 1339767 50430 4935 45495 45495 CADUCEUS ADVERTISING 900099 55437 55437 FINANCE CHARGES 900099 19021 19021 74458 7784408 5963375 481266 1339767 X 500000 188904 777890 52799 100371 73627 13758 189612 21842 418651 250041 390125 972226 59754 194436 270724 MEMBERSHIP & AWARDS 250802 POSTAGE & SHIPPING 211343 PRINTING & PUBLICATIONS 172366 MEETING ROOM COSTS 166027 718175 5993473 0 0 0 337249 801256 83645 76185 127739 198723 446937 380588 4719719 1963468 2909037 2756251 3554960 3818103 89709 331771 7549276 8362877 141120 163158 421904 493103 79347 500052 641006 302199 1283377 1458512 X 6265899 6904365 6265899 6904365 7549276 8362877 X 1790935 -1126759 -25710 X false true X true false false 403333 403333 3568689 1545160 2023529 274608 101256 173352 429559 317052 112507 43530 43530 2756251 ESTIMATED CLAIMS LIABILITY 266501 FUNDS HELD IN TRUST 34074 FINANCE LEASE PAYABLE 1624 302199 false KAPPA SIGMA ENDOWMENT FUND 1610 SCOTTSVILLE RD CHARLOTTESVILLE VA 22902 366018518 500000 FMV ADMINISTRATIVE SEE PART IV SCHEDULE I, PAGE 4, PART IV PART II, LINE 1, COLUMN (H): NAME OF ORGANIZATION OR GOVERNMENT: KAPPA SIGMA ENDOWMENT FUND (H) PURPOSE OF GRANT OR ASSISTANCE: TO ASSIST THE ENDOWMENT FUND WITH ITS ACCOUNTING AND ADMINISTRATIVE FUNCTIONS AND INFRASTRUCTURE SUPPORT OF THE ENDOWMENT FUND'S EXEMPT OPERATIONS. FORM 990, PAGE 2, PART III, LINE 4D ALL OTHER ACCOMPLISHMENTS LEADERSHIP CONFERENCES/CONCLAVE - REPRESENT ALTERNATING BIENNIAL CONFERENCES OFFERING A CONCENTRATED OPPORTUNITY FOR TEACHING AND TRAINING, THE EXCHANGE OF IDEAS, AND DISCUSSION OF NUMEROUS TOPICS AMOUNG THE FRATERNITY'S UNDERGRADUATE AND ALUMNI MEMBERSHIP. CADUCEUS MAGAZINE - PRODUCTION AND MAILING OF THE FRATERNITY'S QUARTERLY MAGAZINE. A GREATER CAUSE - THIS PROGRAM INCLUDES ALUMNI DEVELOPMENT EXPENSES RELATED TO THE FRATERNITY'S EFFORTS TO PROMOTE CONTINUING EDUCATION, LEADERSHIP DEVELOPMENT, LIFE SKILLS TRAINING, COMMUNITY INVOLVEMENT AND RECOGNITION FOR ITS APPROXIMATELY 210,000 ALUMNI MEMBERS. A GREATER CAUSE ADVOCATES ALUMNI OF THE FRATERNITY BECOMING INVOLVED AS ADVISORS AND MENTORS TO BOTH COMMUNITY GROUPS AND UNDERGRADUATE MEMBERS AND CHAPTERS. FORM 990, PART V, LINE 4B CANADA FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE INFORMATIONAL RETURN IS SENT TO THE SUPREME EXECUTIVE COMMITTEE (SEC) FOR REVIEW AND COMMENTARY AT LEAST ONE WEEK PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE FRATERNITY REQUIRES ANNUAL DISCLOSURES FROM ALL EMPLOYEES, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES REGARDING COMPLIANCE WITH THE POLICY AND KNOWLEDGE OF ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 18 THE FRATERNITY'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PAGE 6, PART VI, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC FORM 990, PART IX, LINE 24E BANQUET EXPENSE 152,053 0 0 LIABILITY COVERAGE MGMT 131,701 0 0 MISCELLANEOUS 109,949 0 0 BANK FEES 102,027 0 0 INVENTORY & SUPPLIES 91,156 0 0 NEW CHAPTER/COLONY 44,508 0 0 TELEPHONE 27,338 0 0 INTRERFRATERNITY EXPENSE 20,362 0 0 BAD DEBTS 17,343 0 0 EDUCATIONAL EXPENSES 10,286 0 0 EQUIPMENT RENTAL & MAINT 6,599 0 0 SPECIAL EVENT 4,853 0 0 TOTAL 718,175 0 0 FORM 990, PART XI, LINE 9 BOOK / TAX DEPRECIATION DIFFERENCE 5,829 LOSS ON CURRENCY EXCHANGE -31,539 TOTAL -25,710 ALBEMARLE CARTER MOUNTAINS TRUST 1610 SCOTTSVILLE RD CHARLOTTESVILLE VA 22902 201249582 SEE PT VII DE 2427230 N/A ALBEMARLE CARTER MOUNTAINS MGMT CO 1610 SCOTTSVILLE RD CHARLOTTESVILLE VA 22902 131714532 SEE PT VII DE N/A SCHEDULE R PART I, LINE 1, COLUMN (B) NAME OF ENTITY: ALBEMARLE CARTER MOUNTAINS TRUST (B) HOLD ASSETS IN TRUST FOR THE BENEFIT OF THE FRATERNITY. PART I, LINE 2, COLUMN (B) NAME OF ENTITY: ALBEMARLE CARTER MOUNTAINS MANAGEMENT CO. (B) TRUSTEE OF THE ALBEMARLE CARTER MOUNTAINS TRUST.