Civic Intelligence

Kappa Delta Sorority - Upsilon Chapter

EIN 38-3750362 • 501(c)7 • Beloit, WI

990-N Coverage

Profile

Collegiate sorority activities

835 Park AveBeloit, WI 53511

beloit.kappadelta.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

31st percentile

-4.6%

Higher net margin than 31% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

60th percentile

4.3%

Faster asset growth than 60% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-13%

Faster revenue growth than 27% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$19,965

Up $820 (+4.3%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$19,965

Up $2,671 (+15%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin31st percentile

Revenue

Down

$22,435

Down $3,310 (-13%) from 2023

Expenses

Up

$23,465

Up $348 (+1.5%) from 2023

Net Income

Down

-$1,030

Down $3,658 (-139%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$20K$15K$10K$5.0K$0Assets 2023: $19,145Liabilities 2023: $1,851Net Assets 2023: $17,2942023Assets 2024: $19,965Net Assets 2024: $19,9652024

Highlighted filing

2024

Assets$19,965
Liabilities-
Net Assets$19,965
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

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

$30K$20K$10K$0-$10KRevenue 2023: $25,745Expenses 2023: $23,117Net Income 2023: $2,6282023Revenue 2024: $22,435Expenses 2024: $23,465Net Income 2024: -$1,0302024

Highlighted filing

2024

Revenue$22,435
Expenses$23,465
Net Income-$1,030
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,965
Liabilities
-
Net assets
$19,965
Revenue
$22,435
Expenses
$23,465
Net income
-$1,030
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.0$20.0$22.4$23.5$1.03
2023Detailed filing. Detailed filing data is available for this year.$19.1$1.85$17.3$25.7$23.1$2.63
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$23,193
Mission and Program Overview

Mission

Collegiate sorority activities

Program Services

DescriptionGrantsExpenses
OPERATE A LOCAL COLLEGIATE CHAPTER OF A NATIONAL ORGANIZATION TO FURTHER EDUCATIONAL AND SOCIAL INTERESTS WITHIN THE BELOIT COLLEGE CAMPUS.-$23,465
OPERATE A LOCAL COLLEGIATE CHAPTER OF A NATIONAL ORGANIZATION TO FURTHER EDUCATIONAL AND SOCIAL INTERESTS WITHIN THE BELOIT COLLEGE CAMPUS.--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARTER BROWNEPresident-$0--
SYDNEY HARBINSONVice Preside-$0--
ABISHA BHATTAVP - Events/-$0--
HELENA HARRISONVP-Finance-$0--
BELLA ACOSTAVP - Inclusi-$0--
MARISSA WELLSVP - Recruit-$0--
ZONA EVANSVP-Learning-$0--
STELLA LUTESPanhellenic-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Delta Sorority - Upsilon
EIN
38-3750362
Phone
9017481897
Address
835 PARK AVE, BELOIT, WI 53511

Signing Officer

Name
Helena Harrison
Title
VP-finance
Phone
9017481897
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Agl CPA Group LLC
Address
2905 PREMIERE PARKWAY SUITE 150, DULUTH, GA 30097
Preparer
Bradley Sienkiewicz
Phone
7706222982
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expense 1,054 public relations 60 social expenses 4,497 recruitment 2,858 miscellaneous 668 philanthropy 30 total 9,167”

Form 990-ez, Part I, Line 20

“Prior period adjustment 3,700”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 34 2,162 total 34 2,162”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 1,850 0”

Form 990-ez, Part III, Line 31

“Operate a local collegiate chapter of a national organization to further educational and social interests within the beloit college campus.”

Raw XML Appendix132 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ZONA EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STELLA LUTES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP - EVENTS/
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP-FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP - INCLUSI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PANHELLENIC
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt02162
IRS990EZ/OtherChangesInNetAssetsAmt03700
IRS990EZ/OtherExpensesTotalAmt09167
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt021843
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OPERATE A LOCAL COLLEGIATE CHAPTER OF A NATIONAL ORGANIZATION TO FURTHER EDUCATIONAL AND SOCIAL INTERESTS WITHIN THE BELOIT COLLEGE CAMPUS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023465
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01850
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023465
IRS990EZ/TotalProgramServiceExpensesAmt023465
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0BELOIT.KAPPADELTA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 1,054 PUBLIC RELATIONS 60 SOCIAL EXPENSES 4,497 RECRUITMENT 2,858 MISCELLANEOUS 668 PHILANTHROPY 30 TOTAL 9,167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT 3,700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 34 2,162 TOTAL 34 2,162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,850 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OPERATE A LOCAL COLLEGIATE CHAPTER OF A NATIONAL ORGANIZATION TO FURTHER EDUCATIONAL AND SOCIAL INTERESTS WITHIN THE BELOIT COLLEGE CAMPUS.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY SIENKIEWICZ
ReturnHeader/ReturnTs02024-12-06T08:47:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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