Civic Intelligence

Sigma Kappa Sorority Theta Upsilon

EIN 34-1659564 • 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

n/A

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

80th percentile

19%

Higher net margin than 80% of similar nonprofits.

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

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 2020

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

14th percentile

-31%

Faster revenue growth than 14% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$20,389

Up $2,169 (+12%) from 2019

Liabilities

Down

$0

Down $8,745 (-100%) from 2019

Net Assets

Up

$20,389

Up $10,914 (+115%) from 2019

Operations
Liabilities / Revenue59th percentileNet Margin80th percentile

Revenue

Down

$56,348

Down $25,837 (-31%) from 2019

Expenses

Down

$45,434

Down $39,563 (-47%) from 2019

Net Income

Up

$10,914

Up $13,726 (+488%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$30K$20K$10K$0Assets 2015: $6,724Liabilities 2015: $0Net Assets 2015: $6,7242015Assets 2016: $1,749Liabilities 2016: $0Net Assets 2016: $1,7492016Assets 2017: $16,097Liabilities 2017: $1,800Net Assets 2017: $14,2972017Assets 2018: $21,032Liabilities 2018: $8,745Net Assets 2018: $12,2872018Assets 2019: $18,220Liabilities 2019: $8,745Net Assets 2019: $9,4752019Assets 2020: $20,389Liabilities 2020: $0Net Assets 2020: $20,3892020

Highlighted filing

2020

Assets$20,389
Liabilities$0
Net Assets$20,389
Open 2020 Filing

Operations Trend

Revenue Growth14th percentile

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

$100K$50K$0-$50KRevenue 2015: $59,743Expenses 2015: $64,064Net Income 2015: -$4,3212015Revenue 2016: $62,511Expenses 2016: $67,486Net Income 2016: -$4,9752016Revenue 2017: $74,259Expenses 2017: $61,711Net Income 2017: $12,5482017Revenue 2018: $65,802Expenses 2018: $67,812Net Income 2018: -$2,0102018Revenue 2019: $82,185Expenses 2019: $84,997Net Income 2019: -$2,8122019Revenue 2020: $56,348Expenses 2020: $45,434Net Income 2020: $10,9142020

Highlighted filing

2020

Revenue$56,348
Expenses$45,434
Net Income$10,914
Open 2020 Filing

Filings

Most recent year

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

Open filing
Assets
$20,389
Liabilities
$0
Net assets
$20,389
Revenue
$56,348
Expenses
$45,434
Net income
$10,914
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$56.3$45.4$10.9
2019Detailed filing. Detailed filing data is available for this year.$18.2$8.75$9.48$82.2$85.0$2.81
2018Detailed filing. Detailed filing data is available for this year.$21.0$8.75$12.3$65.8$67.8$2.01
2017Detailed filing. Detailed filing data is available for this year.$16.1$1.80$14.3$74.3$61.7$12.5
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$62.5$67.5$4.98
2015Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$59.7$64.1$4.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Sep 30, 2020
Return Version
2019v5.1
Gross Receipts
$56,348
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 Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHLEY COMPSTONPresident-$0--
SARA JURKIEWICZVice President Of Standards And Val-$0--
ANDREA SEDLACEKVice President Of Programming-$0--
DANA RICHARDSVice President Of New Member Educat-$0--
MAUREEN LAMBACHERVice President Of Membership-$0--
MADDI MCKAYVice President Of Academic Excellen-$0--
ANNE BENTOVice President Of Alumnae Relations-$0--
MAEGAN BAUERVice President Of Finance-$0--
MARY BAIRDVice President Of Philanthropic Ser-$0--
LAUREN BAUMGARTNERVice President Of Communication And-$0--
CLAIRE PACHIANOPanhellenic Delegate-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Kappa Sorority Theta Upsilon
EIN
34-1659564
Phone
3178723275
Address
695 PRO-MED LANE NO 300, CARMEL, IN 46032

Signing Officer

Name
Maegan Bauer
Title
Vice President of Finance
Phone
3178723275
Signed
2020-09-30
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: 247. Description: miscellaneous. Amount: 1,200. Description: fees income. Amount: 1,328. Description: liability insurance/risk management. Amount: 1,789. Description: occupancy, rent, utilities and maintenance. Amount: 360. Total to form 990-ez, line 8: 4,924.”

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

“Description: other member services. Amount: 6,044. Description: social activities. Amount: 9,722. Description: recruiting. Amount: 2,681. Description: dues & fees. Amount: 9,899. Description: conventions, conferences, and trave. Amount: 4,619. Description: composites. Amount: 2,134. Description: scholarships & donations. Amount: 982. Description: public relations. Amount: 409. Description: bank fees & credit card expense. Amount: 2,935. Description: information technology. Amount: 1,874. Description: insurance. Amount: 2,181. Description: fundraising. Amount: 398. Description: fines & taxes. Amount: 785. Description: bad debt expense. Amount: 6. Total to form 990-ez, line 16: 44,669.”

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

“Description: prepaid expenses. Beg. Of year amount: 719. End of year amount: 2,728. Description: prepaid fees. Beg. Of year amount: 0. End of year amount: 650.”

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

“Description: accrued fees. Beg. Of year amount: 8,745. End of year amount: 0.”

Raw XML Appendix171 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/PersonNm10CLAIRE PACHIANO
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
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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.
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: FINES/FEES/ASSESSMENTS. AMOUNT: 247. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,200. DESCRIPTION: FEES INCOME. AMOUNT: 1,328. DESCRIPTION: LIABILITY INSURANCE/RISK MANAGEMENT. AMOUNT: 1,789. DESCRIPTION: OCCUPANCY, RENT, UTILITIES AND MAINTENANCE. AMOUNT: 360. TOTAL TO FORM 990-EZ, LINE 8: 4,924.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER MEMBER SERVICES. AMOUNT: 6,044. DESCRIPTION: SOCIAL ACTIVITIES. AMOUNT: 9,722. DESCRIPTION: RECRUITING. AMOUNT: 2,681. DESCRIPTION: DUES & FEES. AMOUNT: 9,899. DESCRIPTION: CONVENTIONS, CONFERENCES, AND TRAVE. AMOUNT: 4,619. DESCRIPTION: COMPOSITES. AMOUNT: 2,134. DESCRIPTION: SCHOLARSHIPS & DONATIONS. AMOUNT: 982. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 409. DESCRIPTION: BANK FEES & CREDIT CARD EXPENSE. AMOUNT: 2,935. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 1,874. DESCRIPTION: INSURANCE. AMOUNT: 2,181. DESCRIPTION: FUNDRAISING. AMOUNT: 398. DESCRIPTION: FINES & TAXES. AMOUNT: 785. DESCRIPTION: BAD DEBT EXPENSE. AMOUNT: 6. TOTAL TO FORM 990-EZ, LINE 16: 44,669.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 719. END OF YEAR AMOUNT: 2,728. DESCRIPTION: PREPAID FEES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 650.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCRUED FEES. BEG. OF YEAR AMOUNT: 8,745. END OF YEAR AMOUNT: 0.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/ReturnTs02020-10-06T19:17:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

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