Civic Intelligence

Kappa Delta Sorority - Theta Mu Chapter

990EZ • Fiscal year 2021 • EIN 37-1826713

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 12, 2021

28 Westhampton WayRichmond, VA 23173

(800) 536-1897

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.00x

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.00x

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Net Margin

10th percentile

-36%

Higher net margin than 10% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

26th percentile

-6.9%

Faster asset growth than 26% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-72%

Faster revenue growth than 6% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$67,921

Down $5,032 (-6.9%) from 2020

Net Assets

Down

$67,921

Down $916 (-1.3%) from 2020

Liabilities

Down

$0

Down $4,116 (-100%) from 2020

Revenue

Down

$20,345

Down $51,828 (-72%) from 2020

Expenses

Down

$27,592

Down $55,930 (-67%) from 2020

Net Income

Up

-$7,247

Up $4,102 (+36%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2017: $50,699Liabilities 2017: $02017Assets 2018: $59,245Liabilities 2018: $0Net Assets 2018: $59,2452018Assets 2019: $78,582Liabilities 2019: $0Net Assets 2019: $78,5822019Assets 2020: $72,953Liabilities 2020: $4,116Net Assets 2020: $68,8372020Assets 2021: $67,921Liabilities 2021: $0Net Assets 2021: $67,9212021Assets 2022: $92,263Liabilities 2022: $0Net Assets 2022: $92,2632022Assets 2023: $103,864Liabilities 2023: $0Net Assets 2023: $103,8642023Assets 2024: $121,626Liabilities 2024: $0Net Assets 2024: $121,6262024Assets 2025: $145,412Liabilities 2025: $4,564Net Assets 2025: $140,8482025

Highlighted filing

2021

Assets$67,921
Liabilities$0
Net Assets$67,921

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2017: $76,742Expenses 2017: $47,273Net Income 2017: $29,4692017Revenue 2018: $81,649Expenses 2018: $73,103Net Income 2018: $8,5462018Revenue 2019: $99,556Expenses 2019: $80,219Net Income 2019: $19,3372019Revenue 2020: $72,173Expenses 2020: $83,522Net Income 2020: -$11,3492020Revenue 2021: $20,345Expenses 2021: $27,592Net Income 2021: -$7,2472021Revenue 2022: $109,066Expenses 2022: $84,724Net Income 2022: $24,3422022Revenue 2023: $114,658Expenses 2023: $103,056Net Income 2023: $11,6022023Revenue 2024: $126,699Expenses 2024: $108,936Net Income 2024: $17,7632024Revenue 2025: $133,644Expenses 2025: $114,422Net Income 2025: $19,2222025

Highlighted filing

2021

Revenue$20,345
Expenses$27,592
Net Income-$7,247
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$22,487
Mission and Program Overview

Mission

Collegiate sorority activities

Program Services

DescriptionGrantsExpenses
OPERATE A LOCAL COLLEGIATE CHAPTER OF A NATIONAL COLLEGE SORORITY ORGANIZATION TO FURTHER EDUCATIONAL AND SOCIAL INTERESTS WITHIN THE UNIVERSITY-$27,592
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
INDIA PATELPresident-$0--
LUCIA HELMERSExternal Vic-$0--
SYDNEY ROBINSONInternal Vic-$0--
ELIZABETH COLANTONIOVP Of Operat-$0--
LILA BORDENVP Of Financ-$0--
KELSEY HARRYVP Of Divers-$0--
MORGAN ABDOVP Of Standa-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Delta Sorority - Theta Mu
EIN
37-1826713
Phone
8005361897
Address
28 WESTHAMPTON WAY, RICHMOND, VA 23173

Signing Officer

Name
Lila Borden
Title
VP of Finance
Phone
8005361897
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Agl CPA Group LLC
Address
1870 BUFORD HIGHWAY STE 100, DULUTH, GA 30097
Preparer
Bradley Sienkiewicz
Phone
7706222982
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office exp. 2,872 social expenses 16,722 recruitment 1,715 dues and subscriptions 650 meeting 1,729 miscellaneous 32 total 23,720

Form 990-ez, Part I, Line 20

PRIOR YEAR ADJ 6,332

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 951 0 total 951 0

Form 990-ez, Part II, Line 26

DUE TO 4,116 0

Raw XML Appendix133 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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0INDIA PATEL
CompensationExplanation/CompensationExplanationGrp/PersonNm1LUCIA HELMERS
CompensationExplanation/CompensationExplanationGrp/PersonNm2SYDNEY ROBINSON
CompensationExplanation/CompensationExplanationGrp/PersonNm3ELIZABETH COLANTONIO
CompensationExplanation/CompensationExplanationGrp/PersonNm4LILA BORDEN
CompensationExplanation/CompensationExplanationGrp/PersonNm5KELSEY HARRY
CompensationExplanation/CompensationExplanationGrp/PersonNm6MORGAN ABDO
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LILA BORDEN
IRS990EZ/BooksInCareOfDetail/PhoneNum08005361897
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt028 WESTHAMPTON WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023173
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072001
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067921
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01020
IRS990EZ/CostOfGoodsSoldAmt02142
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7247
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0412
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt072952
IRS990EZ/Form990TotalAssetsGrp/EOYAmt067921
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-1281
IRS990EZ/GrossReceiptsAmt022487
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt0861
IRS990EZ/GroupExemptionNum00805
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt05365
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt068836
IRS990EZ/NetAssetsOrFundBalancesEOYAmt067921
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt068836
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt067921
IRS990EZ/OccupancyRentUtltsAndMaintAmt03460
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0INDIA PATEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LUCIA HELMERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SYDNEY ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH COLANTONIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LILA BORDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KELSEY HARRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MORGAN ABDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXTERNAL VIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2INTERNAL VIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF OPERAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF FINANC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF DIVERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP OF STANDA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0951
IRS990EZ/OtherChangesInNetAssetsAmt06332
IRS990EZ/OtherExpensesTotalAmt023720
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGIATE SORORITY ACTIVITIES
IRS990EZ/ProgramServiceRevenueAmt020606
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATE A LOCAL COLLEGIATE CHAPTER OF A NATIONAL COLLEGE SORORITY ORGANIZATION TO FURTHER EDUCATIONAL AND SOCIAL INTERESTS WITHIN THE UNIVERSITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027592
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04116
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027592
IRS990EZ/TotalProgramServiceExpensesAmt027592
IRS990EZ/TotalRevenueAmt020345
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0RICHMOND.KAPPADELTA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXP. 2,872 SOCIAL EXPENSES 16,722 RECRUITMENT 1,715 DUES AND SUBSCRIPTIONS 650 MEETING 1,729 MISCELLANEOUS 32 TOTAL 23,720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR YEAR ADJ 6,332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 951 0 TOTAL 951 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUE TO 4,116 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02022-05-20 13:21:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LILA BORDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum08005361897
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA DELTA SORORITY - THETA MU
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0371826713
ReturnHeader/Filer/PhoneNum08005361897
ReturnHeader/Filer/USAddress/AddressLine1Txt028 WESTHAMPTON WAY
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023173
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471077462
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01870 BUFORD HIGHWAY STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030097
ReturnHeader/PreparerPersonGrp/PhoneNum07706222982
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY SIENKIEWICZ
ReturnHeader/ReturnTs02022-01-21T07:55:43-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LILA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BORDEN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)7 • <$500k nonprofits