Civic Intelligence

Sigma Kappa Sorority Zeta Iota

EIN 36-2986941 • 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 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 2019

Liabilities / Revenue

59th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2019

Net Margin

39th percentile

-1.1%

Higher net margin than 39% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2019

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 2019

Asset Growth

33rd percentile

-7.2%

Faster asset growth than 33% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

31st percentile

-9.8%

Faster revenue growth than 31% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$6,474

Down $502 (-7.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$6,474

Down $502 (-7.2%) from 2018

Operations
Liabilities / Revenue59th percentileNet Margin39th percentile

Revenue

Down

$44,411

Down $4,812 (-9.8%) from 2018

Expenses

Up

$44,913

Up $1,035 (+2.4%) from 2018

Net Income

Down

-$502

Down $5,847 (-109%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2015: $6,993Liabilities 2015: $0Net Assets 2015: $6,9932015Assets 2016: $900Liabilities 2016: $0Net Assets 2016: $9002016Assets 2017: $1,631Liabilities 2017: $0Net Assets 2017: $1,6312017Assets 2018: $6,976Liabilities 2018: $0Net Assets 2018: $6,9762018Assets 2019: $6,474Liabilities 2019: $0Net Assets 2019: $6,4742019

Highlighted filing

2019

Assets$6,474
Liabilities$0
Net Assets$6,474
Open 2019 Filing

Operations Trend

Revenue Growth31st percentile

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

$60K$40K$20K$0-$20KRevenue 2015: $41,778Expenses 2015: $41,686Net Income 2015: $922015Revenue 2016: $42,694Expenses 2016: $48,787Net Income 2016: -$6,0932016Revenue 2017: $45,352Expenses 2017: $44,621Net Income 2017: $7312017Revenue 2018: $49,223Expenses 2018: $43,878Net Income 2018: $5,3452018Revenue 2019: $44,411Expenses 2019: $44,913Net Income 2019: -$5022019

Highlighted filing

2019

Revenue$44,411
Expenses$44,913
Net Income-$502
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,474
Liabilities
$0
Net assets
$6,474
Revenue
$44,411
Expenses
$44,913
Net income
-$502
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$44.4$44.9$0.50
2018Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$49.2$43.9$5.35
2017Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$45.4$44.6$0.73
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$42.7$48.8$6.09
2015Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$41.8$41.7$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Sep 12, 2019
Return Version
2018v3.1
Gross Receipts
$44,411
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
MEGAN DUFOURPresident-$0--
MORGAN PALMERVP Of Standards And Values-$0--
KIARA MCGEEVP Of Programming-$0--
RENAE HEINZEVP Of New Member Education-$0--
JESSICA HILARIOVP Of Membership-$0--
DURESMEEN BERKIVP Of Academic Excellence-$0--
MADELINE WRZECIONAVP Of Alumnae Relations-$0--
FIONA GRADYVP Of Finance-$0--
CAROLYN CLARKEVP Of Philanthropic Services-$0--
ISABEL HILARIOVP Of Communication And Operations-$0--
ANNA MILESPanhellenic Delegate-$0--
Filing and Contact Details

Filer

Filer Name
Sigma Kappa Sorority Zeta Iota
EIN
36-2986941
Phone
3178723275
Address
695 PRO-MED LANE NO 300, CARMEL, IN 46032

Signing Officer

Name
Fiona Grady
Title
VP of Finance
Phone
3178723275
Signed
2019-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Blue & Co LLC
Address
12800 N MERIDIAN STREET SUITE 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: 2,293. Description: miscellaneous. Amount: 399. Description: liability insurance/risk management. Amount: 1,765. Description: fees income. Amount: 2,678. Description: occupancy and rent. Amount: 56. Total to form 990-ez, line 8: 7,191.”

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

“Description: other member services. Amount: 4,528. Description: social activities. Amount: 6,026. Description: recruiting. Amount: 1,003. Description: dues & fees. Amount: 15,359. Description: conventions, conferences, and trave. Amount: 6,207. Description: composites. Amount: 3,063. Description: scholarships & donations. Amount: 415. Description: insurance. Amount: 3,556. Description: bank fees & credit card expense. Amount: 2,193. Description: information technology. Amount: 1,762. Description: bad debt expense. Amount: 11. Total to form 990-ez, line 16: 44,123.”

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

“Description: prepaid expenses. Beg. Of year amount: 3,806. End of year amount: 1,300. Description: prepaid fees. Beg. Of year amount: 839. 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/PersonNm0MEGAN DUFOUR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ANNA MILES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF STANDARDS AND VALUES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF PROGRAMMING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF NEW MEMBER EDUCATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF ACADEMIC EXCELLENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP OF ALUMNAE RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP OF FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP OF PHILANTHROPIC SERVICES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP OF COMMUNICATION AND OPERATIONS
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/PrintingPublicationsPostageAmt010
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: FINES/FEES/ASSESSMENTS. AMOUNT: 2,293. DESCRIPTION: MISCELLANEOUS. AMOUNT: 399. DESCRIPTION: LIABILITY INSURANCE/RISK MANAGEMENT. AMOUNT: 1,765. DESCRIPTION: FEES INCOME. AMOUNT: 2,678. DESCRIPTION: OCCUPANCY AND RENT. AMOUNT: 56. TOTAL TO FORM 990-EZ, LINE 8: 7,191.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER MEMBER SERVICES. AMOUNT: 4,528. DESCRIPTION: SOCIAL ACTIVITIES. AMOUNT: 6,026. DESCRIPTION: RECRUITING. AMOUNT: 1,003. DESCRIPTION: DUES & FEES. AMOUNT: 15,359. DESCRIPTION: CONVENTIONS, CONFERENCES, AND TRAVE. AMOUNT: 6,207. DESCRIPTION: COMPOSITES. AMOUNT: 3,063. DESCRIPTION: SCHOLARSHIPS & DONATIONS. AMOUNT: 415. DESCRIPTION: INSURANCE. AMOUNT: 3,556. DESCRIPTION: BANK FEES & CREDIT CARD EXPENSE. AMOUNT: 2,193. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 1,762. DESCRIPTION: BAD DEBT EXPENSE. AMOUNT: 11. TOTAL TO FORM 990-EZ, LINE 16: 44,123.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 3,806. END OF YEAR AMOUNT: 1,300. DESCRIPTION: PREPAID FEES. BEG. OF YEAR AMOUNT: 839. 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
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.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FIONA GRADY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum03178723275
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA KAPPA SORORITY ZETA IOTA
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ReturnHeader/Filer/PhoneNum03178723275
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.170.167.189
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ReturnHeader/FilingSecurityInformation/IPTm019:35:14
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA N CRAWFORD CPA
ReturnHeader/ReturnTs02019-09-17T13:52:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

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