Civic Intelligence

Sigma Kappa Sorority Zeta Phi

EIN 22-2419814 • 501(c)7 • Carmel, IN

990-N Coverage

Profile

To provide women lifelong opportunities and support for social, intellectual, and spiritual development by bringing women together to positively impact our communities.

695 Pro-med Lane No 300Carmel, IN 46032-5323

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

4th percentile

-93%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

6th percentile

-73%

Faster asset growth than 6% of similar nonprofits.

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

Revenue Growth

11th percentile

-35%

Faster revenue growth than 11% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$18,285

Down $50,541 (-73%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$18,285

Down $50,541 (-73%) from 2019

Operations
Liabilities / Revenue58th percentileNet Margin4th percentile

Revenue

Down

$54,631

Down $29,407 (-35%) from 2019

Expenses

Up

$105,172

Up $15,470 (+17%) from 2019

Net Income

Down

-$50,541

Down $44,877 (-792%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $16,508Liabilities 2011: $0Net Assets 2011: $16,5082011Assets 2012: $11,408Liabilities 2012: $0Net Assets 2012: $11,4082012Assets 2013: $18,620Liabilities 2013: $0Net Assets 2013: $18,6202013Assets 2014: $29,865Liabilities 2014: $0Net Assets 2014: $29,8652014Assets 2015: $34,915Liabilities 2015: $0Net Assets 2015: $34,9152015Assets 2016: $67,030Liabilities 2016: $0Net Assets 2016: $67,0302016Assets 2017: $68,470Liabilities 2017: $0Net Assets 2017: $68,4702017Assets 2018: $74,490Liabilities 2018: $0Net Assets 2018: $74,4902018Assets 2019: $68,826Liabilities 2019: $0Net Assets 2019: $68,8262019Assets 2020: $18,285Liabilities 2020: $0Net Assets 2020: $18,2852020

Highlighted filing

2020

Assets$18,285
Liabilities$0
Net Assets$18,285
Open 2020 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $80,974Expenses 2011: $91,059Net Income 2011: -$10,0852011Revenue 2012: $71,862Expenses 2012: $76,962Net Income 2012: -$5,1002012Revenue 2013: $81,777Expenses 2013: $74,565Net Income 2013: $7,2122013Revenue 2014: $125,417Expenses 2014: $114,172Net Income 2014: $11,2452014Revenue 2015: $157,746Expenses 2015: $152,696Net Income 2015: $5,0502015Revenue 2016: $176,561Expenses 2016: $144,446Net Income 2016: $32,1152016Revenue 2017: $162,310Expenses 2017: $160,870Net Income 2017: $1,4402017Revenue 2018: $98,740Expenses 2018: $92,720Net Income 2018: $6,0202018Revenue 2019: $84,038Expenses 2019: $89,702Net Income 2019: -$5,6642019Revenue 2020: $54,631Expenses 2020: $105,172Net Income 2020: -$50,5412020

Highlighted filing

2020

Revenue$54,631
Expenses$105,172
Net Income-$50,541
Open 2020 Filing

Filings

Most recent year

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

Open filing
Assets
$18,285
Liabilities
$0
Net assets
$18,285
Revenue
$54,631
Expenses
$105,172
Net income
-$50,541
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.55$1.05$0.51
2019Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.84$0.90$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.99$0.93$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$1.62$1.61$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$1.77$1.44$0.32
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.58$1.53$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.25$1.14$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$0.82$0.75$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$0.72$0.77$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.00$0.17$0.81$0.91$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Oct 1, 2020
Return Version
2019v5.1
Gross Receipts
$54,631
Mission and Program Overview

Mission

To provide women lifelong opportunities and support for social, intellectual, and spiritual development by bringing women together to positively impact our communities.

Program Services

DescriptionGrantsExpenses
SOCIAL: FORMAL AND INFORMAL SOCIAL EVENTS ARE HELD ALLOWING MEMBERS TO CONNECT.$0$0
RECRUITMENT: INCREASE CHAPTER MEMBERSHIP THROUGH EVENTS HELD ALLOWING POTENTIAL NEW MEMBERS TO MEET AND INTERACT WITH CURRENT MEMBERS.$0$0
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VICTORIA WHITEPresident-$0--
SOPHIA CERRIVice President Of Standards And Val-$0--
EMMA ISAACSVice President Of Programming-$0--
MADISON MENKEVICHVice President Of New Member Educat-$0--
CLARE NEWELLVice President Of Membership-$0--
KATHERINE MAROLIVice President Of Academic Excellen-$0--
DANIELLA COTEVice President Of Alumnae Relations-$0--
KRISTA BECKERVice President Of Finance-$0--
JILLIAN LOZANOVice President Of Philanthropic Ser-$0--
MADELEINE SMITHVice President Of Communication And-$0--
JILLIAN LOZANOPanhellenic Delegate-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Kappa Sorority Zeta Phi
EIN
22-2419814
Phone
3178723275
Address
695 PRO-MED LANE NO 300, CARMEL, IN 46032-5323

Signing Officer

Name
Krista Becker
Title
Vice President of Finance
Phone
3178723275
Signed
2020-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Blue & Co LLC
Address
12800 N MERIDIAN ST STE 400, CARMEL, IN 46032
Preparer
Angela N Crawford CPA
Phone
3178488920
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: fines/fees/assessments. Amount: 6,522. Description: liability insurance/risk management. Amount: 1,278. Description: fees income. Amount: 969. Description: miscellaneous. Amount: 464. Description: miscellaneous. Amount: 315. Total to form 990-ez, line 8: 9,548.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: recruiting. Amount: 10,188. Description: social activities. Amount: 9,603. Description: dues & fees. Amount: 9,070. Description: other member services. Amount: 3,810. Description: conventions, conferences, and trave. Amount: 3,371. Description: bank fees & credit card expense. Amount: 2,642. Description: insurance. Amount: 1,647. Description: information technology. Amount: 1,418. Description: composites. Amount: 1,247. Description: scholarships & donations. Amount: 659. Description: bad debt expense. Amount: 129. Description: fines & taxes. Amount: 100. Total to form 990-ez, line 16: 43,884.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: prepaid expenses. Beg. Of year amount: 0. End of year amount: 282. Description: prepaid fees. Beg. Of year amount: 0. End of year amount: 1,050.”

Raw XML Appendix170 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VICTORIA WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SOPHIA CERRI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EMMA ISAACS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MADISON MENKEVICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CLARE NEWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATHERINE MAROLI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KRISTA BECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JILLIAN LOZANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MADELEINE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JILLIAN LOZANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT OF STANDARDS AND VAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT OF PROGRAMMING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT OF NEW MEMBER EDUCAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT OF ACADEMIC EXCELLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT OF ALUMNAE RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDENT OF FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VICE PRESIDENT OF PHILANTHROPIC SER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VICE PRESIDENT OF COMMUNICATION AND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PANHELLENIC DELEGATE
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE WOMEN LIFELONG OPPORTUNITIES AND SUPPORT FOR SOCIAL, INTELLECTUAL, AND SPIRITUAL DEVELOPMENT BY BRINGING WOMEN TOGETHER TO POSITIVELY IMPACT OUR COMMUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOCIAL: FORMAL AND INFORMAL SOCIAL EVENTS ARE HELD ALLOWING MEMBERS TO CONNECT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RECRUITMENT: INCREASE CHAPTER MEMBERSHIP THROUGH EVENTS HELD ALLOWING POTENTIAL NEW MEMBERS TO MEET AND INTERACT WITH CURRENT MEMBERS.
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IRS990EZ/TotalExpensesAmt0105172
IRS990EZ/TotalRevenueAmt054631
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: FINES/FEES/ASSESSMENTS. AMOUNT: 6,522. DESCRIPTION: LIABILITY INSURANCE/RISK MANAGEMENT. AMOUNT: 1,278. DESCRIPTION: FEES INCOME. AMOUNT: 969. DESCRIPTION: MISCELLANEOUS. AMOUNT: 464. DESCRIPTION: MISCELLANEOUS. AMOUNT: 315. TOTAL TO FORM 990-EZ, LINE 8: 9,548.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: RECRUITING. AMOUNT: 10,188. DESCRIPTION: SOCIAL ACTIVITIES. AMOUNT: 9,603. DESCRIPTION: DUES & FEES. AMOUNT: 9,070. DESCRIPTION: OTHER MEMBER SERVICES. AMOUNT: 3,810. DESCRIPTION: CONVENTIONS, CONFERENCES, AND TRAVE. AMOUNT: 3,371. DESCRIPTION: BANK FEES & CREDIT CARD EXPENSE. AMOUNT: 2,642. DESCRIPTION: INSURANCE. AMOUNT: 1,647. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 1,418. DESCRIPTION: COMPOSITES. AMOUNT: 1,247. DESCRIPTION: SCHOLARSHIPS & DONATIONS. AMOUNT: 659. DESCRIPTION: BAD DEBT EXPENSE. AMOUNT: 129. DESCRIPTION: FINES & TAXES. AMOUNT: 100. TOTAL TO FORM 990-EZ, LINE 16: 43,884.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 282. DESCRIPTION: PREPAID FEES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,050.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-01
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ReturnHeader/FilingSecurityInformation/IPTm011:47:02
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ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA N CRAWFORD CPA
ReturnHeader/ReturnTs02020-10-06T19:18:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

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