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Kappa Sigma INC Beta Theta

Not tax-deductible

Bloomington, INMutual-benefit / member-servingSince 1957EIN 35-6007523Revenue $468K in FY2025

On file with the IRS475 N College Ave, 47404-3828 · Bloomington, INTax-exempt since Feb 1958

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Provided furnished housing to active chapter members attending indiana university.

Mission: Form 990 Part I, line 1

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FY2025 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $185K a year · 38% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
9 mo
of spending, in cash
Looks good: 9.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$3.1M
52% of total assets
Fine: liabilities are 52% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$468K
-15% vs prior year
Spent
$368K
To programs
0%
Net assets
$2.9M
By yearFY2021–FY2025
Revenue
$468K
FY2025▼ -15%
Tap a bar for its year
Revenue by fiscal year
FY2021$450K
FY2022$455K
FY2023$482K
FY2024$550K
FY2025$468K
Expenses
$368K
FY2025▼ -8%
Tap a bar for its year
Expenses by fiscal year
FY2021$216K
FY2022$216K
FY2023$284K
FY2024$399K
FY2025$368K
Net assets
$2.9M
FY2025▲ +4%
Tap a bar for its year
Net assets by fiscal year
FY2021$2.2M
FY2022$2.5M
FY2023$2.6M
FY2024$2.8M
FY2025$2.9M

From the FY2025 Form 990 (year ending June 2025) · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1958.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Greg Monsey
President
$0Pt VII · Sec A
Austin Stickley
Board Member
$0Pt VII · Sec A
Josh Thompson
Board Member
$0Pt VII · Sec A
Richard Wenzler
Board Member
$0Pt VII · Sec A
Robert Rothkopf
Board Member
$0Pt VII · Sec A
See Kappa Sigma INC Beta Theta executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides furnished housing for active members attending Indiana University.

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Provided by the organization

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1 program · in their own filed words · FY2024
01

Provided furnished housing to active chapter members attending indiana university.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$468K
Ln 12
Fees for servicesLn 2g$477K
Investment incomeLn 3$9K
Money outPt IX
$368K
Ln 25
Owns and owesPt X
$2.9M
net assets · Ln 32
Cash and savingsLn 1–2$281K
Total assetsLn 16$6.0M
LiabilitiesLn 26$3.1M
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$477K
Investment incomeLn 3$9K
Gains on assetsLn 7−$81K
Total revenueLn 12$468K
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$281K
Cash and savings togetherLn 1–2$281K
Land, buildings, equipmentLn 10c$5.3M
Other assetsLn 15$199K
Total assetsLn 16$6.0M
LiabilitiesLn 26$3.1M
Net assetsLn 32$2.9M
OperationsPt I, VI
EmployeesI 51
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$320K$281K
Land, buildings, equipmentLn 10c$5.3M$5.3M
Total assetsLn 16$5.9M$6.0M
LiabilitiesLn 26$3.1M$3.1M
Net assetsLn 32$2.8M$2.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$29K
Payroll taxesLn 10$3K
Accounting feesLn 11c$82K
Other fees for servicesLn 11g$0
OccupancyLn 16$23K
InterestLn 20$220K
InsuranceLn 23$10K
Other expenses (24a–d)Ln 24$356
All other expensesLn 24e$0
Total functional expensesLn 25$368K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $468K$368K$100K$2.9M 990 PDF
FY2024 $550K$399K$150K$2.8M 990 PDF
FY2023 $482K$284K$199K$2.6M 990 PDF
FY2022 $455K$216K$239K$2.5M 990 PDF
FY2021 $450K$216K$234K$2.2M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $468,351 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $494,395$477,210
I-10 Investment incomePrior year $11,277−$71,715
I-11 Other revenuePrior year $43,895$62,856
I-12 Total revenuePrior year $549,567$468,351
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $31,539$31,852
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $367,533$336,404
I-18 Total expensesPrior year $399,072$368,256
I-19 Revenue less expensesPrior year $150,495$100,095
Part VI · Governance 6 of 6 board members independent, 2 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-12a Written conflict of interest policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $468,351 across 6 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $477,210$477,210
VIII-3 Investment incomeExcluded from tax $9,298$9,298
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$81,013−$81,013
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $62,856$62,856
VIII-12 Total revenueRelated to mission $540,066 · Unrelated business $0 · Excluded from tax −$71,715$468,351
Part IX · Statement of functional expenses $368,256 across 9 lines filed
IX-7 Other salaries and wages$28,860
IX-10 Payroll taxes$2,992
IX-11c Accounting fees$82,235
IX-16 Occupancy$23,356
IX-20 Interest$220,333
IX-23 Insurance$10,124
IX-24 Other expenses (24a–d)$356
IX-24e All other expenses$0
IX-25 Total functional expenses$368,256
Part X · Balance sheet $5,988,959 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $18,867$0
X-2 Savings and temporary cash investmentsStart of year $300,963$280,513
X-4 Accounts receivableStart of year $156,140$218,996
X-9 Prepaid expenses and deferred chargesStart of year $0$37,121
X-10c Land, buildings and equipment, netStart of year $5,261,699$5,253,822
X-15 Other assetsStart of year $198,507$198,507
X-16 Total assetsStart of year $5,936,176$5,988,959
X-17 Accounts payable and accrued expensesStart of year $0$17,430
X-25 Other liabilitiesStart of year $86,286$102,446
X-26 Total liabilitiesStart of year $3,136,226$3,088,914
X-27 Net assets without donor restrictionsStart of year $2,799,950$2,900,045
X-32 Total net assets or fund balancesStart of year $2,799,950$2,900,045
X-33 Total liabilities and net assetsStart of year $5,936,176$5,988,959
Part XI · Reconciliation of net assets $2,900,045 net assets at year end
XI-1 Total revenue$468,351
XI-2 Total expenses$368,256
XI-3 Revenue less expenses$100,095
XI-4 Net assets at start of year$2,799,950
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,900,045

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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