Civic Intelligence

Kappa Delta Phi National Affiliated Sorority Inc

990EZ • Fiscal year 2018 • EIN 05-0392278

Sep 01, 2017 to Aug 31, 2018 • Filed on Jan 07, 2019

194 Chelsea StEast Boston, MA 02128

(207) 807-1321

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

93rd percentile

34%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

89th percentile

37%

Faster asset growth than 89% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

46%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$187,021

Up $50,417 (+37%) from 2017

Net Assets

$187,021

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$149,496

Up $47,117 (+46%) from 2017

Expenses

Up

$99,079

Up $23,172 (+31%) from 2017

Net Income

Up

$50,417

Up $23,945 (+90%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $19,265Liabilities 2011: $02011Assets 2012: $47,118Liabilities 2012: $02012Assets 2013: $72,395Liabilities 2013: $02013Assets 2014: $84,356Liabilities 2014: $02014Assets 2015: $97,767Liabilities 2015: $02015Assets 2016: $110,132Liabilities 2016: $02016Assets 2017: $136,604Liabilities 2017: $02017Assets 2018: $187,021Liabilities 2018: $0Net Assets 2018: $187,0212018Assets 2019: $228,549Liabilities 2019: $0Net Assets 2019: $228,5492019Assets 2020: $254,925Liabilities 2020: $0Net Assets 2020: $254,9252020Assets 2021: $273,305Liabilities 2021: $0Net Assets 2021: $273,3052021Assets 2022: $269,762Liabilities 2022: $0Net Assets 2022: $269,7622022Assets 2023: $263,322Liabilities 2023: $0Net Assets 2023: $263,3222023Assets 2024: $234,827Net Assets 2024: $234,8272024Assets 2025: $225,372Net Assets 2025: $225,3722025

Highlighted filing

2018

Assets$187,021
Liabilities$0
Net Assets$187,021

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $66,821Expenses 2011: $55,695Net Income 2011: $11,1262011Revenue 2012: $87,069Expenses 2012: $59,216Net Income 2012: $27,8532012Revenue 2013: $83,541Expenses 2013: $58,264Net Income 2013: $25,2772013Revenue 2014: $83,782Expenses 2014: $62,949Net Income 2014: $20,8332014Revenue 2015: $96,651Expenses 2015: $83,296Net Income 2015: $13,3552015Revenue 2016: $89,820Expenses 2016: $77,455Net Income 2016: $12,3652016Revenue 2017: $102,379Expenses 2017: $75,907Net Income 2017: $26,4722017Revenue 2018: $149,496Expenses 2018: $99,079Net Income 2018: $50,4172018Revenue 2019: $153,347Expenses 2019: $114,126Net Income 2019: $39,2212019Revenue 2020: $121,976Expenses 2020: $95,593Net Income 2020: $26,3832020Revenue 2021: $75,923Expenses 2021: $57,543Net Income 2021: $18,3802021Revenue 2022: $99,034Expenses 2022: $102,574Net Income 2022: -$3,5402022Revenue 2023: $65,005Expenses 2023: $71,445Net Income 2023: -$6,4402023Revenue 2024: $61,178Expenses 2024: $87,947Net Income 2024: -$26,7692024Revenue 2025: $83,309Expenses 2025: $92,173Net Income 2025: -$8,8642025

Highlighted filing

2018

Revenue$149,496
Expenses$99,079
Net Income$50,417
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jan 7, 2019
Return Version
2017v2.2
Gross Receipts
$156,476
Mission and Program Overview

Mission

To guide Kappa Delta Phi NAS chapters

Program Services

DescriptionGrantsExpenses
Kappa Delta Phi National Affiliated Sorority shall promote academic achievement encourage community involvement through philanthropy and cultivate lasting friendship-$95,255
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth JasonExecutive DirectorPT$0--
Andrea McKevittPresidentPT$0--
Amanda CroninVP Of AdministrationPT$0--
Chynna KlaasVP Of MembershipPT$0--
Amanda RobergeTreasurerPT$0--
Kazia BennettSecretaryPT$0--
Alex NestroMember-At-LargePT$0--
Meredith ODonnellMember-At-LargePT$0--
Filing and Contact Details

Filer

Filer Name
Kappa Delta Phi National Affiliated Sorority Inc
EIN
05-0392278
Address
194 Chelsea St, East Boston, MA 02128

Signing Officer

Name
Elizabeth Jason
Title
Executive Direc
Phone
2078071321
Signed
2019-01-07
Discuss with paid preparer
No

Preparer

Firm
Cynthia Neal
Address
1197 Sheffield Place, Lexington, KY 40509
Preparer
Cynthia Neal
Phone
8594948879
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountConvention 5,325Expansion 500Insurance 100Miscellaneous 485

Description of other expenses Part I line 16

Description AmountInsurance 13,718Convention 21,720Spring/Summer Board 2,659Summer Leadership Retreat 14,078Fall Board 2,450Field Rep Expense 1,157Office Expense 1,467Dues & Memberships 680Conferences & Training 8,847Awards 4,172Expansion 338Insignia 2,126Committee Expenses 4,253Website 108Philanthropy 14,300Bank Fees 977Miscellaneous 1,912

Raw XML Appendix150 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Amanda Roberge
IRS990EZ/BooksInCareOfDetail/PhoneNum02078071321
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0194 Chelsea St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0East Boston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002128
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0136604
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0187021
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012284
IRS990EZ/CostOfGoodsSoldAmt06980
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt050417
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0309
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0136604
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0187021
IRS990EZ/FundraisingGrossIncomeAmt01708
IRS990EZ/GrossProfitLossSlsOfInvntryAmt04894
IRS990EZ/GrossReceiptsAmt0156476
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt011874
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0124200
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0136604
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0187021
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0136604
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0187021
IRS990EZ/OccupancyRentUtltsAndMaintAmt02500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Elizabeth Jason
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Andrea McKevitt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amanda Cronin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Chynna Klaas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Amanda Roberge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kazia Bennett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Alex Nestro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Meredith ODonnell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP of Administration
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP of Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Member-at-Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Member-at-Large
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt094962
IRS990EZ/OtherRevenueTotalAmt06410
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To guide Kappa Delta Phi NAS chapters
IRS990EZ/PrintingPublicationsPostageAmt01308
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Kappa Delta Phi National Affiliated Sorority shall promote academic achievement encourage community involvement through philanthropy and cultivate lasting friendship
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt095255
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt01708
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt099079
IRS990EZ/TotalProgramServiceExpensesAmt095255
IRS990EZ/TotalRevenueAmt0149496
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountConvention 5,325Expansion 500Insurance 100Miscellaneous 485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountInsurance 13,718Convention 21,720Spring/Summer Board 2,659Summer Leadership Retreat 14,078Fall Board 2,450Field Rep Expense 1,157Office Expense 1,467Dues & Memberships 680Conferences & Training 8,847Awards 4,172Expansion 338Insignia 2,126Committee Expenses 4,253Website 108Philanthropy 14,300Bank Fees 977Miscellaneous 1,912
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth Jason
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/PhoneNum02078071321
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kappa Delta Phi National Affiliated Sorority Inc
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0050392278
ReturnHeader/Filer/USAddress/AddressLine1Txt0194 Chelsea St
ReturnHeader/Filer/USAddress/CityNm0East Boston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002128
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02F318CA71BAB58C9AE22276FF9457754FCEBDE1A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02F318CA71BAB58C9AE22276FF9457754FCEBDE1A
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId061670820190083erkqfq
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-01-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.170.166.84
ReturnHeader/FilingSecurityInformation/IPDt02019-01-08
ReturnHeader/FilingSecurityInformation/IPTm013:44:26
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cynthia Neal
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01197 Sheffield Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lexington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040509
ReturnHeader/PreparerPersonGrp/PhoneNum08594948879
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cynthia Neal
ReturnHeader/ReturnTs02019-01-08T13:40:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.25$2.25$0.83$0.92$0.09
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$2.35$0.61$0.88$0.27
2023Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.65$0.71$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.70$0.00$2.70$0.99$1.03$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$0.00$2.73$0.76$0.58$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$1.22$0.96$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.00$2.29$1.53$1.14$0.39
2018Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$1.49$0.99$0.50
2017Summary only. Only limited summary data is available for this year.$1.37$0.00$1.02$0.76$0.26
2016Summary only. Only limited summary data is available for this year.$1.10$0.00$0.90$0.77$0.12
2015Summary only. Only limited summary data is available for this year.$0.98$0.00$0.97$0.83$0.13
2014Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$0.63$0.21
2013Summary only. Only limited summary data is available for this year.$0.72$0.00$0.84$0.58$0.25
2012Summary only. Only limited summary data is available for this year.$0.47$0.00$0.87$0.59$0.28
2011Summary only. Only limited summary data is available for this year.$0.19$0.00$0.67$0.56$0.11