Civic Intelligence

Sigma Kappa Sorority Kappa Pi

EIN 26-4233738 • 501(c)7 • Carmel, IN

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 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 2025

Liabilities / Revenue

58th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

62nd percentile

6.7%

Higher net margin than 62% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

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 2021

Asset Growth

82nd percentile

21%

Faster asset growth than 82% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

75th percentile

18%

Faster revenue growth than 75% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Up

$168,852

Up $29,773 (+21%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$168,852

Up $29,773 (+21%) from 2024

Revenue

Up

$445,579

Up $68,115 (+18%) from 2024

Expenses

Up

$415,806

Up $61,711 (+17%) from 2024

Net Income

Up

$29,773

Up $6,404 (+27%) from 2024

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $39,102Liabilities 2011: $2,453Net Assets 2011: $36,6492011Assets 2012: $23,376Liabilities 2012: $0Net Assets 2012: $23,3762012Assets 2013: $37,077Liabilities 2013: $0Net Assets 2013: $37,0772013Assets 2014: $44,963Liabilities 2014: $0Net Assets 2014: $44,9632014Assets 2015: $46,545Liabilities 2015: $0Net Assets 2015: $46,5452015Assets 2016: $85,994Liabilities 2016: $0Net Assets 2016: $85,9942016Assets 2017: $92,626Liabilities 2017: $0Net Assets 2017: $92,6262017Assets 2018: $99,929Liabilities 2018: $0Net Assets 2018: $99,9292018Assets 2019: $105,413Liabilities 2019: $0Net Assets 2019: $105,4132019Assets 2020: $131,058Liabilities 2020: $0Net Assets 2020: $131,0582020Assets 2021: $91,342Liabilities 2021: $0Net Assets 2021: $91,3422021Assets 2022: $103,889Liabilities 2022: $0Net Assets 2022: $103,8892022Assets 2023: $115,710Liabilities 2023: $0Net Assets 2023: $115,7102023Assets 2024: $139,079Liabilities 2024: $0Net Assets 2024: $139,0792024Assets 2025: $168,852Liabilities 2025: $0Net Assets 2025: $168,8522025

Highlighted filing

2025

Assets$168,852
Liabilities$0
Net Assets$168,852

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $136,178Expenses 2011: $121,720Net Income 2011: $14,4582011Revenue 2012: $170,053Expenses 2012: $183,326Net Income 2012: -$13,2732012Revenue 2013: $179,876Expenses 2013: $166,175Net Income 2013: $13,7012013Revenue 2014: $178,078Expenses 2014: $170,192Net Income 2014: $7,8862014Revenue 2015: $210,808Expenses 2015: $209,226Net Income 2015: $1,5822015Revenue 2016: $249,456Expenses 2016: $210,007Net Income 2016: $39,4492016Revenue 2017: $213,164Expenses 2017: $206,533Net Income 2017: $6,6312017Revenue 2018: $235,696Expenses 2018: $228,393Net Income 2018: $7,3032018Revenue 2019: $234,092Expenses 2019: $228,608Net Income 2019: $5,4842019Revenue 2020: $272,776Expenses 2020: $247,131Net Income 2020: $25,6452020Revenue 2021: $150,974Expenses 2021: $190,690Net Income 2021: -$39,7162021Revenue 2022: $351,789Expenses 2022: $339,245Net Income 2022: $12,5442022Revenue 2023: $320,458Expenses 2023: $308,637Net Income 2023: $11,8212023Revenue 2024: $377,464Expenses 2024: $354,095Net Income 2024: $23,3692024Revenue 2025: $445,579Expenses 2025: $415,806Net Income 2025: $29,7732025

Highlighted filing

2025

Revenue$445,579
Expenses$415,806
Net Income$29,773

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.00$1.69$4.46$4.16$0.30
2024Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$3.77$3.54$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$3.20$3.09$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$3.52$3.39$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$1.51$1.91$0.40
2020Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$2.73$2.47$0.26
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$2.34$2.29$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$2.36$2.28$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$2.13$2.07$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$2.49$2.10$0.39
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$2.11$2.09$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$1.78$1.70$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$1.80$1.66$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$1.70$1.83$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.02$0.37$1.36$1.22$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Sep 24, 2025
Return Version
2024v5.2
Gross Receipts
$445,579
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Prepaid Expenses and Deferred Charges$16,064$146,906▲ $130,842
Cash and Non-Interest-Bearing Accounts$123,015$21,946▼ $101,069
Total Assets$139,079$168,852▲ $29,773
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$139,079$168,852▲ $29,773
Total Net Assets Fund Balance$139,079$168,852▲ $29,773
Total Liabilities and Net Assets / Fund Balance$139,079$168,852▲ $29,773
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sofia SmithPresident
Emma HelwigVP of Chapter Relations
Jacquelyn MillerVP of Event Management
Kate JeffersonVP of Finance
Ashlynn GallagherVP of Internal Operations
Adrianna DesalvoVP of Learning and Development
Hannah NiverVP of Marketing
Kya KernodleVP of Member Integrity
Ella TarrantVP of New Member Experience
Claire GilhoolyVP of Philanthropy and Service
Rizal DeingruberVP of Recruitment
Revenue and Support

Revenue Composition

Contributions and Grants
$280
Program Service Revenue
$445,299
Investment Income
$0
Other Revenue
$0
All Other Contributions
$280
Change in Net Assets
$29,773
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$404,803
Grants and Similar Amounts Paid$11,003
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$104,215
Occupancy---$37,211
Office Expenses---$24,078
Insurance---$14,927
Other Expenses---$13,350
Information Technology---$12,648
Grants to Domestic Orgs---$11,003
Conferences and Meetings---$8,384
All Other Expenses---$8,291
Travel---$1,535
Fees for Services Accounting---$1,185
Total Functional Expenses$0$0$0$415,806
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alzheimers Association IncChicago, IL501(c)(3)General Support$6,059
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has members which elect the governing body.

Form 990, Part VI, Section A, Line 7A

The organization's membership elect the chapter's governing body.

Form 990, Part VI, Section B, Line 11B

The 990 will be reviewed by the vice president of finance and the organization's financial advisor prior to being filed.

Form 990, Part VI, Section B, Line 12C

The organization requires annual conflict forms to be signed and then reviews those forms for completeness and potential conflicts.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to public upon request.

Filing and Contact Details

Filer

Filer Name
Sigma Kappa Sorority Kappa Pi
EIN
26-4233738
Phone
3178723275
Address
695 PRO-MED LANE 300, CARMEL, IN 46032-5323

Signing Officer

Name
Kate Jefferson
Title
Vice President of Finance
Phone
3178723275
Signed
2025-09-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kate Jefferson
Formed
2009
Legal Domicile
Sc
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Blue & Co LLC
Address
12800 N MERIDIAN ST STE 400, CARMEL, IN 46032
Preparer
Angela N Crawford CPA
Phone
3178488920
Raw XML Appendix358 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP OF MEMBER INTEGRITY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP OF RECRUITMENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt7VP OF PHILANTHROPY AND SERVICE
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP OF NEW MEMBER EXPERIENCE
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS WHICH ELECT THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S MEMBERSHIP ELECT THE CHAPTER'S GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 WILL BE REVIEWED BY THE VICE PRESIDENT OF FINANCE AND THE ORGANIZATION'S FINANCIAL ADVISOR PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION REQUIRES ANNUAL CONFLICT FORMS TO BE SIGNED AND THEN REVIEWS THOSE FORMS FOR COMPLETENESS AND POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0445299
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0445579
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/USAddress/ZIPCd0460325323
IRS990/VotingMembersGoverningBodyCnt011
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATE JEFFERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum03178723275
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA KAPPA SORORITY KAPPA PI
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ReturnHeader/Filer/EIN0264233738
ReturnHeader/Filer/PhoneNum03178723275
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351178661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLUE & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012800 N MERIDIAN ST STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARMEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046032
ReturnHeader/PreparerPersonGrp/PhoneNum03178488920
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA N CRAWFORD CPA
ReturnHeader/ReturnTs02025-09-27T15:12:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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