Civic Intelligence

Kappa Delta Sorority - Theta Tau

EIN 30-1167834 • 501(c)7 • Waltham, MA

Profile

Collegiate sorority activities.

175 Forest StWaltham, MA 02452

n/A

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

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

Net Margin

49th percentile

1.7%

Higher net margin than 49% of similar nonprofits.

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

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

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

Asset Growth

62nd percentile

5.6%

Faster asset growth than 62% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

72nd percentile

15%

Faster revenue growth than 72% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$34,265

Up $1,804 (+5.6%) from 2024

Liabilities

$190

No earlier filing loaded for comparison.

Net Assets

Up

$34,075

Up $1,614 (+5.0%) from 2024

Revenue

Up

$95,787

Up $12,382 (+15%) from 2024

Expenses

Up

$94,173

Up $14,517 (+18%) from 2024

Net Income

Down

$1,614

Down $2,135 (-57%) from 2024

Trend Graphs

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2019: $10,283Net Assets 2019: $10,2832019Assets 2020: $25,910Liabilities 2020: $1,384Net Assets 2020: $24,5262020Assets 2021: $22,875Net Assets 2021: $22,8752021Assets 2022: $28,342Net Assets 2022: $28,3422022Assets 2023: $31,082Net Assets 2023: $31,0822023Assets 2024: $32,461Net Assets 2024: $32,4612024Assets 2025: $34,265Liabilities 2025: $190Net Assets 2025: $34,0752025

Highlighted filing

2025

Assets$34,265
Liabilities$190
Net Assets$34,075

Operations Trend

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

$100K$50K$0-$50KRevenue 2019: $66,276Expenses 2019: $55,993Net Income 2019: $10,2832019Revenue 2020: $48,467Expenses 2020: $34,224Net Income 2020: $14,2432020Revenue 2021: $24,696Expenses 2021: $25,282Net Income 2021: -$5862021Revenue 2022: $83,408Expenses 2022: $79,939Net Income 2022: $3,4692022Revenue 2023: $84,635Expenses 2023: $82,265Net Income 2023: $2,3702023Revenue 2024: $83,405Expenses 2024: $79,656Net Income 2024: $3,7492024Revenue 2025: $95,787Expenses 2025: $94,173Net Income 2025: $1,6142025

Highlighted filing

2025

Revenue$95,787
Expenses$94,173
Net Income$1,614

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 21, 2025
Return Version
2024v5.2
Gross Receipts
$96,197
Mission and Program Overview

Mission

Collegiate sorority activities.

To operate a local chapter of kappa delta sorority.

Program Services

DescriptionGrantsExpenses
TO OPERATE A LOCAL COLLEGIATE CHAPTER OF A NATIONAL COLLEGE SORORITY TO FURTHER EDUCATIONAL AND SOCIAL INTEREST OF ITS MEMBERS, AS WELL AS PROVIDE PHILANTHROPIC SUPPORT FOR LOCAL CHARITIES.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDSAY BILODEAUPresident-$0--
ALEXIS LEVINEVice President-$0--
LENA PHUNGVP-Finance-$0--
PAIGE TRAGERVP-Events & Programming-$0--
FRANCHESCA MEJIAVP-Inclusion-$0--
MADDIE BOSSEVP-Learning & Development-$0--
MAKENZIE PORTERVP-Learning & Development-$0--
SKYE KIRBYVP-Recruitment & Marketing-$0--
SOPHIE CORREIAPanhellenic Delegate-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Delta Sorority - Theta Tau
EIN
30-1167834
Phone
9017481897
Address
175 FOREST ST, WALTHAM, MA 02452

Signing Officer

Name
Lena Phung
Title
VP-finance
Phone
9017481897
Signed
2025-10-21
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 4 - Other Investment Income

Description: interest income. Amount: 302.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: masskids. Amount given: 1,261.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: kappa delta foundation, inc.. Amount given: 1,547. Total included on form 990-ez, line 10: 2,808.

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

Description: national dues. Amount: 33,351. Description: social events. Amount: 32,753. Description: recruitment. Amount: 2,043. Description: conferences & meetings. Amount: 2,202. Description: supplies. Amount: 8,299. Description: office expenses. Amount: 4,256. Description: philanthropy. Amount: 457. Description: technology. Amount: 250. Description: insurance. Amount: 969. Description: composites. Amount: 2,142. Description: educational programming. Amount: 125. Description: miscellaneous. Amount: 1,226. Total to form 990-ez, line 16: 88,073.

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

Description: prepaid exp & deferred charges. Beg. Of year amount: 524. End of year amount: 29. Description: member receivable. Beg. Of year amount: 0. End of year amount: 161.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: member payable. Beg. Of year amount: 0. End of year amount: 29. Description: deferred revenue. Beg. Of year amount: 0. End of year amount: 161.

Raw XML Appendix160 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/PersonNm2LENA PHUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAIGE TRAGER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP-INCLUSION
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IRS990EZ/ProgramServiceRevenueAmt094085
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 302.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: MASSKIDS. AMOUNT GIVEN: 1,261.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: KAPPA DELTA FOUNDATION, INC.. AMOUNT GIVEN: 1,547. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 2,808.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: NATIONAL DUES. AMOUNT: 33,351. DESCRIPTION: SOCIAL EVENTS. AMOUNT: 32,753. DESCRIPTION: RECRUITMENT. AMOUNT: 2,043. DESCRIPTION: CONFERENCES & MEETINGS. AMOUNT: 2,202. DESCRIPTION: SUPPLIES. AMOUNT: 8,299. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 4,256. DESCRIPTION: PHILANTHROPY. AMOUNT: 457. DESCRIPTION: TECHNOLOGY. AMOUNT: 250. DESCRIPTION: INSURANCE. AMOUNT: 969. DESCRIPTION: COMPOSITES. AMOUNT: 2,142. DESCRIPTION: EDUCATIONAL PROGRAMMING. AMOUNT: 125. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,226. TOTAL TO FORM 990-EZ, LINE 16: 88,073.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: PREPAID EXP & DEFERRED CHARGES. BEG. OF YEAR AMOUNT: 524. END OF YEAR AMOUNT: 29. DESCRIPTION: MEMBER RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 161.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: MEMBER PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 29. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 161.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
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