Civic Intelligence

Kappa Delta Phi National Affiliated Sorority Inc

990EZ • Fiscal year 2022 • EIN 05-0392278

Sep 01, 2021 to Aug 31, 2022 • Filed on Nov 02, 2022

109 Waterboro RoadHollis, ME 04042

(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.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

53rd percentile

0.00x

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

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Net Margin

33rd percentile

-3.6%

Higher net margin than 33% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

43rd percentile

-1.3%

Faster asset growth than 43% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

68th percentile

30%

Faster revenue growth than 68% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$269,762

Down $3,543 (-1.3%) from 2021

Net Assets

Down

$269,762

Down $3,543 (-1.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$99,034

Up $23,111 (+30%) from 2021

Expenses

Up

$102,574

Up $45,031 (+78%) from 2021

Net Income

Down

-$3,540

Down $21,920 (-119%) from 2021

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

2022

Assets$269,762
Liabilities$0
Net Assets$269,762

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

2022

Revenue$99,034
Expenses$102,574
Net Income-$3,540
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Nov 2, 2022
Return Version
2021v4.0
Gross Receipts
$99,034
Mission and Program Overview

Mission

To guide Kappa Delta Phi NAS chapters

Program Services

DescriptionGrantsExpenses
KAPPA DELTA PHI NATIONAL AFFILIATED SORORITY FOR MEMBERS-$83,329
KAPPA DELTA PHI NATIONAL AFFILIATED SORORITY SHALL PROMOTE ACADEMIC ACHIEVEMENT, ENCOURAGE COMMUNITY INVOLVEMENT THROUGH PHILANTHROPY, AND CULTIVATE LASTING FRIENDSHIP.-$19,245
Compensation and Service Providers

Employees

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

Filer

Filer Name
Kappa Delta Phi National Affiliated
EIN
05-0392278
Phone
2078071321
Address
109 WATERBORO ROAD, HOLLIS, ME 04042

Signing Officer

Name
Amanda Roberge
Title
Executive Director
Phone
2078071321
Signed
2022-11-02
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

Convention 13,405 merchandise sales 6,380 miscellanous 683 total 20,468

Form 990-ez, Part I, Line 16

Expenses office 8,410 conferences/meetings 58,576 insurance 11,891 bank fees 1,712 awards 1,567 merchandise 1,070 philanthropy 5,784 ngla expense 6,210 field rep expense 148 dues refund 150 website 2,599 pins 13 alumni meetings 93 other business exp 47 total 98,270

Form 990-ez, Part II, Line 24

Accounts receivable 505 505 total 505 505

Form 990-ez, Part III, Line 31

Kappa delta phi national affiliated sorority for members

Raw XML Appendix130 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/PersonNm0ALEXANDRA 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/BOYAmt0272797
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0269257
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03873
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3540
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02063
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0273302
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0269762
IRS990EZ/GrossReceiptsAmt099034
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt040
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt074653
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0273302
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0269762
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0273302
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0269762
IRS990EZ/OccupancyRentUtltsAndMaintAmt01250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
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/PersonNm4ALEXANDRA NESTRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARYSA MITRANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6COURTNEY STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHRISTINA ROSE
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/BOYAmt0505
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0505
IRS990EZ/OtherExpensesTotalAmt098270
IRS990EZ/OtherRevenueTotalAmt020468
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO GUIDE KAPPA DELTA PHI NAS CHAPTERS
IRS990EZ/PrintingPublicationsPostageAmt0991
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/ProgramServiceExpensesAmt019245
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt183329
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0102574
IRS990EZ/TotalProgramServiceExpensesAmt0102574
IRS990EZ/TotalRevenueAmt099034
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CONVENTION 13,405 MERCHANDISE SALES 6,380 MISCELLANOUS 683 TOTAL 20,468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 8,410 CONFERENCES/MEETINGS 58,576 INSURANCE 11,891 BANK FEES 1,712 AWARDS 1,567 MERCHANDISE 1,070 PHILANTHROPY 5,784 NGLA EXPENSE 6,210 FIELD REP EXPENSE 148 DUES REFUND 150 WEBSITE 2,599 PINS 13 ALUMNI MEETINGS 93 OTHER BUSINESS EXP 47 TOTAL 98,270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 505 505 TOTAL 505 505
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA ROBERGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02078071321
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-02
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/AddressLine1Txt0109 WATERBORO ROAD
ReturnHeader/Filer/USAddress/CityNm0HOLLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004042
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/PreparationDt02022-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CINDY NEAL
ReturnHeader/ReturnTs02022-11-03T10:49:47-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMANDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBERGE
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

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
2022Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)7 • <$500k nonprofits