Civic Intelligence

Delta Kappa Gamma Society International

990 • Fiscal year 2018 • EIN 39-6097708

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 12, 2018

2425 W Brantwood AveGlendale, WI 53209-3333

(414) 352-5692

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Net Margin

94th percentile

33%

Higher net margin than 94% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

31st percentile

-2.7%

Faster revenue growth than 31% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$697,566

Up $90,902 (+15%) from 2017

Net Assets

Up

$697,356

Up $90,692 (+15%) from 2017

Liabilities

Up

$210

Up $210 from 2017

Revenue

Down

$78,154

Down $2,193 (-2.7%) from 2017

Expenses

Down

$52,536

Down $1,227 (-2.3%) from 2017

Net Income

Down

$25,618

Down $966 (-3.6%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $480,516Liabilities 2012: $02012Assets 2013: $533,208Liabilities 2013: $0Net Assets 2013: $533,2082013Assets 2014: $600,056Liabilities 2014: $0Net Assets 2014: $600,0562014Assets 2015: $618,698Liabilities 2015: $0Net Assets 2015: $618,6982015Assets 2016: $580,080Liabilities 2016: $0Net Assets 2016: $580,0802016Assets 2017: $606,664Liabilities 2017: $0Net Assets 2017: $606,6642017Assets 2018: $697,566Liabilities 2018: $210Net Assets 2018: $697,3562018Assets 2019: $715,723Liabilities 2019: $0Net Assets 2019: $715,7232019Assets 2020: $724,493Liabilities 2020: $0Net Assets 2020: $724,4932020Assets 2021: $914,179Liabilities 2021: $0Net Assets 2021: $914,1792021Assets 2022: $834,818Liabilities 2022: $0Net Assets 2022: $834,8182022Assets 2023: $889,450Liabilities 2023: $0Net Assets 2023: $889,4502023Assets 2024: $978,378Liabilities 2024: $0Net Assets 2024: $978,3782024Assets 2025: $1,091,825Liabilities 2025: $0Net Assets 2025: $1,091,8252025

Highlighted filing

2018

Assets$697,566
Liabilities$210
Net Assets$697,356

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2012: $55,782Expenses 2012: $55,590Net Income 2012: $1922012Revenue 2013: $103,801Expenses 2013: $52,183Net Income 2013: $51,6182013Revenue 2014: $123,241Expenses 2014: $56,393Net Income 2014: $66,8482014Revenue 2015: $76,104Expenses 2015: $327,102Net Income 2015: -$250,9982015Revenue 2016: $20,014Expenses 2016: $58,714Net Income 2016: -$38,7002016Revenue 2017: $80,347Expenses 2017: $53,763Net Income 2017: $26,5842017Revenue 2018: $78,154Expenses 2018: $52,536Net Income 2018: $25,6182018Revenue 2019: $71,843Expenses 2019: $53,476Net Income 2019: $18,3672019Revenue 2020: $22,257Expenses 2020: $13,487Net Income 2020: $8,7702020Revenue 2021: $200,771Expenses 2021: $11,085Net Income 2021: $189,6862021Revenue 2022: $17,944Expenses 2022: $13,186Net Income 2022: $4,7582022Revenue 2023: $66,324Expenses 2023: $11,692Net Income 2023: $54,6322023Revenue 2024: $112,063Expenses 2024: $23,135Net Income 2024: $88,9282024Revenue 2025: $136,957Expenses 2025: $23,510Net Income 2025: $113,4472025

Highlighted filing

2018

Revenue$78,154
Expenses$52,536
Net Income$25,618
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$78,154
Mission and Program Overview

Mission

The purpose of the organization is to provide professional interest in education - supporting with funds for advanced study, educational travel and cultural study as well as promoting literacy within the communities where local chapters are formed.

To promote professional interest in education and literacy within chapter communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$549,887$608,660▲ $58,773
Savings and Temporary Cash Investments$52,374$80,195▲ $27,821
Cash and Non-Interest-Bearing Accounts$4,403$8,711▲ $4,308
Total Assets$606,664$697,566▲ $90,902
Liabilities
Deferred Revenue-$210-
Total Liabilities$0$210▲ $210
Net Assets / Fund Balance
Unrestricted Net Assets$606,664$697,356▲ $90,692
Total Net Assets Fund Balance$606,664$697,356▲ $90,692
Total Liabilities and Net Assets / Fund Balance$606,664$697,566▲ $90,902
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$38,989
Program Service Revenue
$0
Investment Income
$36,710
Other Revenue
$2,455
Change in Net Assets
$25,618
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,387
Grants and Similar Amounts Paid$6,149
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$25,198
Office Expenses---$6,867
Travel---$5,696
Conferences and Meetings---$3,718
Other Expenses---$3,344
Grants to Domestic Orgs---$3,149
Grants to Domestic Individuals---$3,000
Information Technology---$1,251
Insurance---$313
Total Functional Expenses$0$0$0$52,536
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

The members of the executive committee shall be the elected officers: president, first vice president, second vice president, recording secretary, and corresponding secretary. The executive committee shall act for the executive board between board meetings.

Form 990, Part VI, Section A, Line 6

The membership of sigma state wisconsin shall be composed of active, reserve, and honorary members.

Form 990, Part VI, Section A, Line 7A

The state officers shall be president, first vice president, second vice president, recording secretary, and corresponding secretary; all elected by the membership at the state convention. The treasurer shall be elected by the state executive board.

Form 990, Part VI, Section A, Line 7B

The bylaws may be amended at the state convention in odd-numbered years by a two-thirds vote by the members, provided notice of proposed amendments shall have been published for members thirty days before convening the convention.

Form 990, Part VI, Section B, Line 11B

The form 990 was reviewed by the president, vice presidents and treasurer before filing

Form 990, Part VI, Section B, Line 15

Any compensation for the president or other officers or members with responsibilities at the sigma state wisconsin state level are reviewed by the sigma state financial committee and reflected in a proposed annual budget that is published for the entire membership and voted on at the annual state convention. Compensation is also reflected in the sigma state wiscconsin standing rules that can be changed annually if appropriate.

Form 990, Part VI, Section C, Line 19

The publication of governing documents is available on the sigma state wisconsin website and the financial statements are published in the sigma state news in february which is sent to all members.

Filing and Contact Details

Filer

Filer Name
Delta Kappa Gamma Society International
EIN
39-6097708
Phone
4143525692
Address
2425 W BRANTWOOD AVE, GLENDALE, WI 53209-3333
Doing Business As
Sigma State Wisconsin

Signing Officer

Name
Sandra Ruesink
Title
Treasurer
Phone
4143525692
Signed
2018-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leslie Bakkum
Formed
1936
Legal Domicile
Wi
Voting Board Members
40
Independent Board Members
40
Employees
0
Volunteers
60

Preparer

Firm
Cliftonlarsonallen Llp
Address
435 JULIE STREET, TOMAH, WI 54660
Preparer
Terrie Gaarder CPA
Phone
6083722177
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

During the current year the organization converted their mannually bookkeping system to a computerized system in doing so are now using the accrual basis of accounting

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt370
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt380
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt390
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1FIRST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECOND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3RECORDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4CORRESPONDENCE SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt26MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt27MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt28MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt29MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt30MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt31MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt32MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt33MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt34MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt35MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt36MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt37MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt38MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt39MEMBER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01936
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt040
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03149
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt078154
IRS990/GroupExemptionNum01741
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt040
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/TotalAmt01251
IRS990/InsuranceGrp/TotalAmt0313
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036710
IRS990/InvestmentInJointVentureInd00
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IRS990/IRPDocumentCnt00
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IRS990/MaterialDiversionOrMisuseInd00
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IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE PROFESSIONAL INTEREST IN EDUCATION - SUPPORTING WITH FUNDS FOR ADVANCED STUDY, EDUCATIONAL TRAVEL AND CULTURAL STUDY AS WELL AS PROMOTING LITERACY WITHIN THE COMMUNITIES WHERE LOCAL CHAPTERS ARE FORMED. SIGMA STATE WISCONSIN IS ALSO A COLLECTION SOURCE FOR DKG INTERNATIONAL SUPPORT EDUCATION IN THE US AND WORLDWIDE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0606664
IRS990/NetAssetsOrFundBalancesEOYAmt0697356
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt016629
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt06867
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/TotalAmt03344

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.09$0.14$0.02$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.11$0.02$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.07$0.01$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.00$0.83$0.02$0.01$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.20$0.01$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.02$0.01$0.01
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.72$0.00$0.72$0.07$0.05$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.08$0.05$0.03
2017Summary only. Only limited summary data is available for this year.$0.61$0.00$0.61$0.08$0.05$0.03
2016Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.02$0.06$0.04
2015Summary only. Only limited summary data is available for this year.$0.62$0.00$0.62$0.08$0.33$0.25
2014Summary only. Only limited summary data is available for this year.$0.60$0.00$0.60$0.12$0.06$0.07
2013Summary only. Only limited summary data is available for this year.$0.53$0.00$0.53$0.10$0.05$0.05
2012Summary only. Only limited summary data is available for this year.$0.48$0.00$0.06$0.06$0.00