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Kappa Sigma Fraternity

  • Charlottesvle, VA
  • Tax-exempt since Dec. 1978
  • EIN: 13-1714532

Organization summary

Type of Nonprofit

Designated as a Social and recreational clubs.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$6.04M (2023)

Expenses
$6.65M (2023)

Total Assets
$7.52M (2023)

Total Liabilities
$1.55M (2023)

Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,038,827
Expenses
$6,646,261
Net Income
-$607,434
Net Assets
$5,977,745
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,398,712
89.4%
Investment Income $103,370
1.7%
Bond Proceeds $0
Royalties $397,448
6.6%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $76,260
1.3%
Net Inventory Sales $2,182
0.0%
Other Revenue $60,855
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $223,268
3.4%
Professional Fundraising Fees $0
Other Salaries and Wages $704,239
10.6%
Assets/Debt
Total Assets $7,524,824
Total Liabilities $1,547,079
Net Assets $5,977,745
Club or Co-Op Income
Initiation Fees & Contributions $1,653,305
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Mitchell B Wilson (Executive Di) $125,416 $0 $0
Chad Gebhardt (Cao) $118,702 $0 $0
Adam J Merillat (Worthy Grand) $0 $0 $0
Martin C Petersen (Treasurer) $0 $0 $0
Adam T Poe (Master Of Ce) $0 $0 $0
Daniel J Tierney (Scribe) $0 $0 $0
Burton R Trembly (Procurator) $0 $0 $0
+ View more people

Document Links

990
Filed on April 12, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,863,607
Expenses
$5,483,274
Net Income
$380,333
Net Assets
$6,868,155
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,337,814
91.0%
Investment Income $113,735
1.9%
Bond Proceeds $0
Royalties $291,855
5.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $48,364
0.8%
Net Inventory Sales $407
0.0%
Other Revenue $71,432
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $229,114
4.2%
Professional Fundraising Fees $0
Other Salaries and Wages $685,391
12.5%
Assets/Debt
Total Assets $7,857,250
Total Liabilities $989,095
Net Assets $6,868,155
Club or Co-Op Income
Initiation Fees & Contributions $1,771,837
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Mitchell B Wilson (Executive Di) $127,915 $0 $15,000
Chad Gebhardt (Vice Preside) $122,619 $0 $0
Adam J Merillat (Worthy Grand) $0 $0 $0
Martin C Petersen (Treasurer) $0 $0 $0
Adam T Poe (Master Of Ce) $0 $0 $0
Daniel J Tierney (Scribe) $0 $0 $0
Burton R Trembly (Procurator) $0 $0 $0
+ View more people

Document Links

990
Filed on May 5, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,004,287
Expenses
$4,424,825
Net Income
$579,462
Net Assets
$6,855,921
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,472,268
89.4%
Investment Income $64,951
1.3%
Bond Proceeds $0
Royalties $297,445
5.9%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $120,121
2.4%
Net Inventory Sales $12,707
0.3%
Other Revenue $36,795
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $229,513
5.2%
Professional Fundraising Fees $0
Other Salaries and Wages $694,723
15.7%
Assets/Debt
Total Assets $8,450,150
Total Liabilities $1,594,229
Net Assets $6,855,921
Club or Co-Op Income
Initiation Fees & Contributions $1,030,230
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Mitchell B Wilson (Executive Di) $138,524 $0 $16,667
Chad Gebhardt (Chief Admin) $110,936 $0 $0
Adam J Merillat (Worthy Grand) $0 $0 $0
Burton R Trembly (Procurator) $0 $0 $0
Adam T Poe (Master Of Ce) $0 $0 $0
Daniel J Tierney (Scribe) $0 $0 $0
Martin C Peterson (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on April 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,855,650
Expenses
$6,605,136
Net Income
-$749,486
Net Assets
$5,547,976
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,228,344
89.3%
Investment Income $99,366
1.7%
Bond Proceeds $0
Royalties $245,402
4.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$8,926
Net Inventory Sales $175,746
3.0%
Other Revenue $115,718
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $122,778
1.9%
Professional Fundraising Fees $0
Other Salaries and Wages $962,333
14.6%
Assets/Debt
Total Assets $7,538,884
Total Liabilities $1,990,908
Net Assets $5,547,976
Club or Co-Op Income
Initiation Fees & Contributions $1,041,075
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Mitchell B Wilson (Executive Di) $131,109 $0 $26,259
Justin A Hansen (Worthy Grand) $0 $0 $0
Adam J Merillat (Procurator) $0 $0 $0
Burton R Trembly (Scribe) $0 $0 $0
Michael J Busada (Master Of Ce) $0 $0 $0
Martin C Petersen (Treasurer) $0 $0 $0
Chad Gebhardt (Chief Admin) $0 $0 $0
+ View more people

Document Links

990
Filed on April 14, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,862,499
Expenses
$5,256,284
Net Income
$606,215
Net Assets
$6,191,660
Notable Sources of Revenue Percent of Total Revenue
Contributions $100
0.0%
Program Services $5,474,263
93.4%
Investment Income $100,294
1.7%
Bond Proceeds $0
Royalties $162,110
2.8%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $16,739
0.3%
Net Inventory Sales $62,351
1.1%
Other Revenue $46,642
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $147,214
2.8%
Professional Fundraising Fees $0
Other Salaries and Wages $795,443
15.1%
Assets/Debt
Total Assets $7,762,121
Total Liabilities $1,570,461
Net Assets $6,191,660
Club or Co-Op Income
Initiation Fees & Contributions $1,432,665
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Mitchell B Wilson (Executive Director) $131,199 $0 $25,661
Adam J Merillat (Worthy Grand Master Of Ceremonies) $0 $0 $0
Toby H Taylor (Worthy Grand Master) $0 $0 $0
Justin A Hansen (Worthy Grand Procurator) $0 $0 $0
Burton R Trembly (Worthy Grand Scribe) $0 $0 $0
Ronald K Holsey Jr (Worthy Grand Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on March 30, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,889,410
Expenses
$6,057,493
Net Income
-$168,083
Net Assets
$5,687,044
Notable Sources of Revenue Percent of Total Revenue
Contributions $100
0.0%
Program Services $5,461,132
92.7%
Investment Income $56,015
1.0%
Bond Proceeds $0
Royalties $236,131
4.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $54,787
0.9%
Net Inventory Sales $25,353
0.4%
Other Revenue $55,892
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $149,180
2.5%
Professional Fundraising Fees $0
Other Salaries and Wages $920,005
15.2%
Assets/Debt
Total Assets $6,885,751
Total Liabilities $1,198,707
Net Assets $5,687,044
Club or Co-Op Income
Initiation Fees & Contributions $1,504,950
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Mitchell B Wilson (Executive Director) $130,364 $0 $24,087
Adam Merillat (Worthy Grand Master Of Ceremonies) $0 $0 $0
Toby H Taylor (Worthy Grand Master) $0 $0 $0
Justin Hansen (Worthy Grand Procurator) $0 $0 $0
Burton Trembly (Worthy Grand Scribe) $0 $0 $0
Ronal K Holsey Jr (Worthy Grand Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on April 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,410,658
Expenses
$5,172,624
Net Income
$238,034
Net Assets
$5,743,481
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,135,263
94.9%
Investment Income $61,775
1.1%
Bond Proceeds $0
Royalties $158,165
2.9%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$7,518
Net Inventory Sales $26,558
0.5%
Other Revenue $36,415
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $173,509
3.4%
Professional Fundraising Fees $0
Other Salaries and Wages $870,302
16.8%
Assets/Debt
Total Assets $6,992,544
Total Liabilities $1,249,063
Net Assets $5,743,481
Club or Co-Op Income
Initiation Fees & Contributions $1,602,285
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Mitchell B Wilson (Executive Director) $129,413 $0 $23,681
Toby Taylor (Worthy Grand Master) $0 $0 $0
Adam Merillat (Worthy Grand Master Of Ceremonies) $0 $0 $0
Justin Hansen (Worthy Grand Procurator) $0 $0 $0
Burton Trembly (Worthy Grand Scribe) $0 $0 $0
Ronal Holsey (Worthy Grand Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on March 29, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,124,227
Expenses
$5,258,598
Net Income
-$134,371
Net Assets
$5,243,740
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,889,060
95.4%
Investment Income $43,591
0.9%
Bond Proceeds $0
Royalties $190,729
3.7%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$60,448
Net Inventory Sales $28,839
0.6%
Other Revenue $32,456
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $172,309
3.3%
Professional Fundraising Fees $0
Other Salaries and Wages $861,412
16.4%
Assets/Debt
Total Assets $6,249,737
Total Liabilities $1,005,997
Net Assets $5,243,740
Club or Co-Op Income
Initiation Fees & Contributions $1,541,715
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Mitchell B Wilson (Executive Director) $137,435 $0 $23,081
Derek L Marchman (Worthy Grand Master) $0 $0 $0
Toby H Taylor (Worthy Grand Procurator) $0 $0 $0
Justin A Hansen (W/Grand Master Of Ceremonies) $0 $0 $0
Jeffrey S Mckenzie (Worthy Grand Scribe) $0 $0 $0
Ronal K Holsey Jr (Worthy Grand Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on March 1, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,139,008
Expenses
$5,066,370
Net Income
$72,638
Net Assets
$5,490,081
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,000
0.0%
Program Services $4,721,533
91.9%
Investment Income $50,530
1.0%
Bond Proceeds $0
Royalties $169,889
3.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $127,584
2.5%
Net Inventory Sales $36,675
0.7%
Other Revenue $30,797
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $160,816
3.2%
Professional Fundraising Fees $0
Other Salaries and Wages $942,020
18.6%
Assets/Debt
Total Assets $6,460,557
Total Liabilities $970,476
Net Assets $5,490,081
Club or Co-Op Income
Initiation Fees & Contributions $1,533,285
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Mitchell B Wilson (Executive Director) $133,938 $0 $17,652
Hugh M Robert (Worthy Grand Master) $0 $0 $0
Derek L Marchman (Worthy Grand Procurator) $0 $0 $0
Toby H Taylor (W/Grand Master Of Ceremoni) $0 $0 $0
Jeffrey S Mckenzie (Worthy Grand Scribe) $0 $0 $0
Adam S Apatoff (Worthy Grand Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on March 4, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,997,982
Expenses
$4,858,040
Net Income
$139,942
Net Assets
$5,465,409
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,501
0.0%
Program Services $4,607,632
92.2%
Investment Income $95,440
1.9%
Bond Proceeds $0
Royalties $106,908
2.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $147,767
3.0%
Net Inventory Sales -$5,429
Other Revenue $44,163
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $141,672
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $916,174
18.9%
Assets/Debt
Total Assets $6,428,655
Total Liabilities $963,246
Net Assets $5,465,409
Club or Co-Op Income
Initiation Fees & Contributions $1,471,725
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Mitchell B Wilson (Executive Director) $128,398 $0 $15,525
Carl Reisch (Dir. Of Recruitment & Expa) $100,644 $0 $7,064
Hugh M Robert (Worthy Grand Master) $0 $0 $0
Derek L Marchman (Worthy Grand Procurator) $0 $0 $0
Toby H Taylor (W/Grand Master Of Ceremoni) $0 $0 $0
Jeffrey S Mckenzie (Worthy Grand Scribe) $0 $0 $0
Adam S Apatoff (Worthy Grand Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on April 3, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Club or Co-Op Income
Initiation Fees & Contributions $0
Income From Public Use of Club Facilities $0

Document Links

990
Filed on May 1, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$168,941
Expenses
$169,893
Net Income
-$952
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Club or Co-Op Income
Initiation Fees & Contributions $0
Income From Public Use of Club Facilities $0

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated