Civic Intelligence

Kappa Delta Phi National Affiliated Sorority Inc

990EZ • Fiscal year 2023 • EIN 05-0392278

Sep 01, 2022 to Aug 31, 2023 • Filed on Sep 26, 2023

Organization ProfileN/A
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

54th percentile

0.00x

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

54th percentile

0.00x

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

22nd percentile

-9.9%

Higher net margin than 22% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

39th percentile

-2.4%

Faster asset growth than 39% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-34%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$263,322

Down $6,440 (-2.4%) from 2022

Net Assets

Down

$263,322

Down $6,440 (-2.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin22nd percentile

Revenue

Down

$65,005

Down $34,029 (-34%) from 2022

Expenses

Down

$71,445

Down $31,129 (-30%) from 2022

Net Income

Down

-$6,440

Down $2,900 (-82%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2023

Assets$263,322
Liabilities$0
Net Assets$263,322
Open 2023 Filing

Operations Trend

Revenue Growth7th 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

2023

Revenue$65,005
Expenses$71,445
Net Income-$6,440
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Sep 26, 2023
Return Version
2022v5.0
Gross Receipts
$65,005
Mission and Program Overview

Mission

To guide Kappa Delta Phi NAS chapters

Program Services

DescriptionGrantsExpenses
KAPPA DELTA PHI NATIONAL AFFILIATED SORORITY FOR MEMBERS-$47,268
KAPPA DELTA PHI NATIONAL AFFILIATED SORORITY SHALL PROMOTE ACADEMIC ACHIEVEMENT, ENCOURAGE COMMUNITY INVOLVEMENT THROUGH PHILANTHROPY, AND CULTIVATE LASTING FRIENDSHIP.-$24,177
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMANDA ROBERGECoexecutivePT$0--
MARYSA MITRANOPresidentPT$0--
NICOLE RANDSANVP Of AdminiPT$0--
ANDREA MCKEVITTVP Of MemberPT$0--
ROBYN SARETTETreasurerPT$0--
REBEKAH FRANSMANSecretaryPT$0--
COURTNEY STEVENSCoexecutivePT$0--
JAYLEY HANDLEYMember At LaPT$0--
LILIAN GIBBONSMember At LaPT$0--
NICOLE HALLAHANMember 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
Coexecutive Director
Phone
2078071321
Signed
2023-09-26
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

“Merchandise sales 1,458 total 1,458”

Form 990-ez, Part I, Line 16

“Expenses office 8,585 convention 20,121 conferences & training 6,433 insurance 10,095 bank fees 1,601 awards 3,408 merchandise 3,945 philanthropy 35 dues 175 field rep expense 78 board expense 13,459 website 1,476 total 69,411”

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 Appendix137 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/PersonNm0ROBYN SARETTE
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/BOYAmt0269257
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0262817
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6440
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01505
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0269762
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0263322
IRS990EZ/GrossReceiptsAmt065005
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt032
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt063515
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0269762
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0263322
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0269762
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0263322
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/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt95.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMANDA ROBERGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARYSA MITRANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICOLE RANDSAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREA MCKEVITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBYN SARETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5REBEKAH FRANSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6COURTNEY STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JAYLEY HANDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LILIAN GIBBONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NICOLE HALLAHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0COEXECUTIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF ADMINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6COEXECUTIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9MEMBER AT LA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0505
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0505
IRS990EZ/OtherExpensesTotalAmt069411
IRS990EZ/OtherRevenueTotalAmt01458
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO GUIDE KAPPA DELTA PHI NAS CHAPTERS
IRS990EZ/PrintingPublicationsPostageAmt0529
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/ProgramServiceExpensesAmt024177
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt147268
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071445
IRS990EZ/TotalProgramServiceExpensesAmt071445
IRS990EZ/TotalRevenueAmt065005
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MERCHANDISE SALES 1,458 TOTAL 1,458
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 8,585 CONVENTION 20,121 CONFERENCES & TRAINING 6,433 INSURANCE 10,095 BANK FEES 1,601 AWARDS 3,408 MERCHANDISE 3,945 PHILANTHROPY 35 DUES 175 FIELD REP EXPENSE 78 BOARD EXPENSE 13,459 WEBSITE 1,476 TOTAL 69,411
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA ROBERGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COEXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02078071321
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-26
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CINDY NEAL
ReturnHeader/ReturnTs02023-09-27T08:57:58-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMANDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBERGE
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$263,322
Liabilities
$0
Net assets
$263,322
Revenue
$65,005
Expenses
$71,445
Net income
-$6,440
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