Civic Intelligence

Kappa Delta Phi National Affiliated Sorority Inc

990EZ • Fiscal year 2020 • EIN 05-0392278

Sep 01, 2019 to Aug 31, 2020 • Filed on Nov 23, 2020

Organization ProfileN/A
194 Chelsea Street Apt 1East Boston, MA 02128

(207) 807-1321

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.00x

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Net Margin

81st percentile

22%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

42nd percentile

-20%

Faster revenue growth than 42% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$254,925

Up $26,376 (+12%) from 2019

Net Assets

Up

$254,925

Up $26,376 (+12%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin81st percentile

Revenue

Down

$121,976

Down $31,371 (-20%) from 2019

Expenses

Down

$95,593

Down $18,533 (-16%) from 2019

Net Income

Down

$26,383

Down $12,838 (-33%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

2020

Assets$254,925
Liabilities$0
Net Assets$254,925
Open 2020 Filing

Operations Trend

Revenue Growth42nd percentile

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

2020

Revenue$121,976
Expenses$95,593
Net Income$26,383
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Nov 23, 2020
Return Version
2019v5.0
Gross Receipts
$130,569
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.-$56,993
KAPPA DELTA PHI NATIONAL AFFILIATED SORORITY FOR MEMBERS-$38,600
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMANDA ROBERGEExecutive DiPT$0--
AMANDA CRONINPresidentPT$0--
ROBYN SARETTEVP Of AdminiPT$0--
VICTORIA HOGANVP Of MemberPT$0--
ALEX NESTROTreasurerPT$0--
MARYSA MITRANOSecretaryPT$0--
COURTNEY STEVENSMember At LaPT$0--
HOLLY GARCIAMember At LaPT$0--
Filing and Contact Details

Filer

Filer Name
Kappa Delta Phi National Affiliated
EIN
05-0392278
Phone
2078071321
Address
194 CHELSEA STREET APT 1, EAST BOSTON, MA 02128

Signing Officer

Name
Amanda Roberge
Title
Executive Director
Phone
2078071321
Signed
2020-11-23
Discuss with paid preparer
Yes

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Cindy Neal
Phone
2057587754
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Expansion income 1,000 closed chapter funds 681 insurance proceeds 100 total 1,781”

Form 990-ez, Part I, Line 16

“Expenses office 1,292 conferences/meetings 7,099 insurance 14,881 bank fees 2,504 awards 3,486 ijc expense 3,795 philanthropy 14,800 field rep expense 1,179 dues refunds 20,520 national meetings 3,105 website 2,315 expansion 4,397 dues 750 pins 142 total 80,265”

Form 990-ez, Part II, Line 24

“Accounts receivable 0 494 total 0 494”

Form 990-ez, Part III, Line 31

“Kappa delta phi national affiliated sorority for members”

Raw XML Appendix138 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/PersonNm0ALEX NESTRO
IRS990EZ/BooksInCareOfDetail/PhoneNum02078071321
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0194 CHELSEA STREET 1
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EAST BOSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002128
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0228542
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0254431
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011348
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt026383
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08059
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0228542
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0254925
IRS990EZ/FundraisingGrossIncomeAmt01905
IRS990EZ/GrossReceiptsAmt0130569
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0304
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0114990
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0228542
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0254925
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0228542
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0254925
IRS990EZ/OccupancyRentUtltsAndMaintAmt02500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
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/PersonNm0AMANDA ROBERGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMANDA CRONIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBYN SARETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VICTORIA HOGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALEX NESTRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARYSA MITRANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6COURTNEY STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7HOLLY GARCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF ADMINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBER AT LA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0494
IRS990EZ/OtherExpensesTotalAmt080265
IRS990EZ/OtherRevenueTotalAmt01781
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO GUIDE KAPPA DELTA PHI NAS CHAPTERS
IRS990EZ/PrintingPublicationsPostageAmt04769
IRS990EZ/ProgramServiceRevenueAmt0241
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0KAPPA DELTA PHI NATIONAL AFFILIATED SORORITY SHALL PROMOTE ACADEMIC ACHIEVEMENT, ENCOURAGE COMMUNITY INVOLVEMENT THROUGH PHILANTHROPY, AND CULTIVATE LASTING FRIENDSHIP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1KAPPA DELTA PHI NATIONAL AFFILIATED SORORITY FOR MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt056993
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt138600
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt08593
IRS990EZ/SpecialEventsNetIncomeLossAmt0-6688
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt095593
IRS990EZ/TotalProgramServiceExpensesAmt095593
IRS990EZ/TotalRevenueAmt0121976
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPANSION INCOME 1,000 CLOSED CHAPTER FUNDS 681 INSURANCE PROCEEDS 100 TOTAL 1,781
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 1,292 CONFERENCES/MEETINGS 7,099 INSURANCE 14,881 BANK FEES 2,504 AWARDS 3,486 IJC EXPENSE 3,795 PHILANTHROPY 14,800 FIELD REP EXPENSE 1,179 DUES REFUNDS 20,520 NATIONAL MEETINGS 3,105 WEBSITE 2,315 EXPANSION 4,397 DUES 750 PINS 142 TOTAL 80,265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 0 494 TOTAL 0 494
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3KAPPA DELTA PHI NATIONAL AFFILIATED SORORITY FOR MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA ROBERGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02078071321
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA DELTA PHI NATIONAL AFFILIATED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SORORITY INC
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0050392278
ReturnHeader/Filer/PhoneNum02078071321
ReturnHeader/Filer/USAddress/AddressLine1Txt0194 CHELSEA STREET APT 1
ReturnHeader/Filer/USAddress/CityNm0EAST BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002128
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04DE8F54E8DCBF1181F4A427C621C0E05BDC52984
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CC72CC15AC00E0B80A9784D2F169F46B8C208A94
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-11-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:25:15
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CINDY NEAL
ReturnHeader/ReturnTs02020-11-23T11:25:15-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$254,925
Liabilities
$0
Net assets
$254,925
Revenue
$121,976
Expenses
$95,593
Net income
$26,383
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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