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Nonprofit · EIN 36-1305568

KAPPA ALPHA THETA FRATERNITY

Tax-exempt · INDIANAPOLIS, IN 46268

Financials

$8.1M$7.6M2022$7.2M$7M2023$10.6M$8M2024
Revenue Expenses · by fiscal year end
Financials of KAPPA ALPHA THETA FRATERNITY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$10,585,112$8,015,297$2,569,815$42,174,245$21,734,835$20,439,410
June 30, 2024990$7,219,459$7,043,717$175,742$39,919,571$22,442,932$17,476,639
June 30, 2023990$8,145,905$7,622,433$523,472$35,939,184$20,356,979$15,582,205
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$550,889
Program service revenue
$7,092,377
Investment income
$2,232,845
Royalties
$392,277
Net rental income
-$618
Net gain from sales of assets
$1,132,060
Net income from sales of inventory
$262,557
Other revenue
$709,001

Expenses

Grants and similar amounts paid
$162,883
Compensation of officers, directors and key employees
$1,034,370
Other salaries and wages
$989,395
Salaries, compensation and benefits (total)
$3,252,734
Professional fundraising fees
$0
Legal fees
$17,698
Accounting fees
$35,303
Occupancy
$97,834
Travel
$1,290,121
Depreciation
$80,613

Balance sheet and other

Total assets, start of year
$39,919,571
Total assets, end of year
$42,174,245
Total liabilities, end of year
$21,734,835
Net assets, end of year
$20,439,410
Land, buildings and equipment
$635,919
Publicly traded securities
$24,017,337
Net assets without donor restrictions
$20,376,973
Net assets with donor restrictions
$62,437
Gross unrelated business income
$1,448,315
Gross receipts
$17,277,135
Employees
72
Volunteers
225
Year formed
1870
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.

NameTitleHours / weekCompensationOther / benefits
JENNIFER SCHMALTZCHIEF EXECUTIVE OFFICER
Officer
1$224,907$23,211
JEFFREY RISSERCHIEF FINANCIAL OFFICER
Officer
29$161,320$20,956
MELINDA YOUNG MARSHALLCHIEF ADMINISTRATION OFFIC
Officer
48$122,767$17,476
JULIANNE BUTLERCHIEF MARKETING OFFICER
Officer
49$118,797$17,140
MELISSA SHAUBDIRECTOR OF ED & LEAD
Officer
40$104,608$16,154
HEATHER DARRINGCHIEF INFORMATION OFFICER
Officer
49$89,734$21,475
ERICA D'ANGELO OCHSPRESIDENT
Trustee or director, Officer
18$0$0
NICOLE FRANKVICE PRESIDENT
Trustee or director, Officer
4$0$0
CATHERINE LOCK BIBBVICE PRESIDENT
Trustee or director, Officer
5$0$0
LAURA RICHARDSON BRIGHTVICE PRESIDENT
Trustee or director, Officer
5$0$0
CYNTHEA STRUBE YESTALVICE PRESIDENT
Trustee or director, Officer
6$0$0
TJ CONDONVICE PRESIDENT
Trustee or director, Officer
5$0$0
LESLIE FRANKLINVICE PRESIDENT
Trustee or director, Officer
5$0$0
990 for the year ended June 30, 2024: 11 people
NameTitleHours / weekCompensationOther / benefits
JENNIFER SCHMALTZCHIEF EXECUTIVE OFFICER
Officer
50$232,628$23,404
JEFFREY RISSERCHIEF FINANCIAL OFFICER
Officer
20$161,148$22,058
MELINDA YOUNGCHIEF ADMINISTRATION OFFIC
Officer
40$118,294$17,617
JULIANNE BUTLERCHIEF MARKETING OFFICER
Officer
40$114,406$17,341
ERICA D'ANGELO OCHSPRESIDENT
Trustee or director, Officer
18$0$0
JANE SHEPHERD DICKVICE PRESIDENT
Trustee or director, Officer
6$0$0
NICOLE FRANKVICE PRESIDENT
Trustee or director, Officer
4$0$0
TINA VILLARETE TRANVICE PRESIDENT
Trustee or director, Officer
12$0$0
CATHERINE LOCK BIBBVICE PRESIDENT
Trustee or director, Officer
5$0$0
LAURA RICHARDSON BRIGHTVICE PRESIDENT
Trustee or director, Officer
5$0$0
CYNTHEA STRUBE YESTALVICE PRESIDENT
Trustee or director, Officer
6$0$0
990 for the year ended June 30, 2023: 11 people
NameTitleHours / weekCompensationOther / benefits
JENNIFER SCHMALTZCHIEF EXECUTIVE OFFICER
Officer
50$162,583$20,425
JEFFREY RISSERCHIEF FINANCIAL OFFICER
Officer
20$161,168$20,032
JULIANNE BUTLERCHIEF MARKETING OFFICER
Officer
40$126,528$17,140
MELINDA YOUNGCHIEF ADMINISTRATION OFFICER
Officer
40$118,309$16,661
ERICA D'ANGELO OCHSPRESIDENT
Trustee or director, Officer
18$0$0
JANE SHEPHERD DICKVICE PRESIDENT
Trustee or director, Officer
10$0$0
NICOLE FRANKVICE PRESIDENT
Trustee or director, Officer
10$0$0
TINA VILLARETE TRANVICE PRESIDENT
Trustee or director, Officer
10$0$0
CATHERINE LOCK BIBBVICE PRESIDENT
Trustee or director, Officer
10$0$0
LAURA RICHARDSON BRIGHTVICE PRESIDENT
Trustee or director, Officer
10$0$0
CYNTHEA STRUBE YESTALVICE PRESIDENT
Trustee or director, Officer
10$0$0

Address and contacts

Address (IRS master file)
8740 FOUNDERS RD, INDIANAPOLIS, IN 46268-1337
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
Return prepared by
CHERRY BEKAERT ADVISORY LLC

Mission

KAPPA ALPHA THETA NURTURES EACH MEMBER THROUGHOUT HER LIFETIME, OFFERING OPPORTUNITIES FOR INTELLECTUAL AND PERSONAL GROWTH.

990 for the year ended June 30, 2025

Program accomplishments

  • MEMBER SERVICES PROVIDE EDUCATIONAL AND SOCIAL ACTIVITIES FOR ALL MEMBERS. THESE SERVICES INCLUDE THE EDUCATIONAL LEADERSHIP CONSULTANT PROGRAM, MEMBER ORIENTATION, SISTERS SUPPORTING SISTERS, EMERGING LEADERS INSTITUTE, LEADERSHIP ACADEMY, SERVICE TRIPS AND ALCOHOL SKILLS TRAINING PROGRAMS.
  • RISK MANAGEMENT PROVIDES INSURANCE PROTECTION AGAINST LIABILITY AND CASUALTY.
  • GRAND CONVENTION IS HELD TO:1. ELECT THE MEMBERS OF GRAND COUNCIL.2. ESTABLISH THE BASIC OBJECTIVES AND POLICIES OF KAPPA ALPHA THETA, INCLUDING THE CHARITABLE, EDUCATIONAL, AND SERVICE OBJECTIVES THEREOF.3. DETERMINE THE QUALIFICATIONS FOR FRATERNITY MEMBERSHIP.4. SET THE STANDARDS GOVERNING THE CONDUCT AND DISCIPLINE OF MEMBERS AND CHAPTERS.5. ESTABLISH THE ORGANIZATIONAL STRUCTURE OF THE FRATERNITY AND THE PRINCIPAL FUNCTIONS, RESPONSIBILITIES, AND RELATIONSHIPS OF THE OFFICERS, DISTRICTS, CHAPTERS, CORPORATIONS, AND OTHER UNITS.6. PROVIDE FOR THE CREATION OF REVENUES NECESSARY TO THE ATTAINMENT OF FRATERNITY OBJECTIVES AND THE PROPER CONDUCT OF ITS AFFAIRS, FIX GENERAL FRATERNITY FEES AND DUES, AND PROVIDE FOR THE MANAGEMENT OF FRATERNITY FUNDS AND PROPERTIES.
  • LEADERSHIP CONFERENCES PROVIDE PROGRAMMING EDUCATION AND SUPPORT FOR ITS MEMBERS TO ENHANCE THEIR INDIVIDUAL, INTELLECTUAL, CHARACTER, AND LEADERSHIP SKILLS.

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
36-1305568
Tax-exempt status
501(c)(7): Social or recreational club
Donations deductible
No
Exempt since
1940
Accounting year ends
June
Files
Form 990 or 990-EZ
Group exemption
0154 (278 member organizations)
Assets (IRS master file)
$42,174,245
Income (IRS master file)
$17,277,135

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$10,585,112$8,015,297$42,174,245XML
990June 2024$7,219,459$7,043,717$39,919,571XML
990June 2023$8,145,905$7,622,433$35,939,184XML
990June 2022$8,037,771$6,039,713$35,578,476IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 36-1305568).

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 36-1305568.
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 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 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 13 people; 6 received compensation from the organization, the highest $224,907 (JENNIFER SCHMALTZ, CHIEF EXECUTIVE OFFICER).
How much revenue does KAPPA ALPHA THETA FRATERNITY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $10,585,112, expenses of $8,015,297 and total assets of $42,174,245 at year end.

Organizations in its group exemption (278)

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