Civic Intelligence

Kappa Delta Sorority - Alpha Theta

EIN 47-2097033 • 501(c)7 • Burlington, VT

Profile

Collegiate sorority activities

590 Main Street Suite 310Burlington, VT 05405

uvm.kappadelta.org

Siviq Scores

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

Liabilities / Assets

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

69th percentile

0.03x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

87th percentile

32%

Faster asset growth than 87% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

82nd percentile

27%

Faster revenue growth than 82% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$85,135

Up $20,774 (+32%) from 2024

Liabilities

Up

$3,259

Up $3,154 (+3004%) from 2024

Net Assets

Up

$81,876

Up $17,620 (+27%) from 2024

Revenue

Up

$127,611

Up $26,742 (+27%) from 2024

Expenses

Up

$109,991

Up $13,354 (+14%) from 2024

Net Income

Up

$17,620

Up $13,388 (+316%) from 2024

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2015: $27,383Liabilities 2015: $1,136Net Assets 2015: $26,2472015Assets 2016: $32,222Liabilities 2016: $820Net Assets 2016: $31,4022016Assets 2017: $36,425Liabilities 2017: $721Net Assets 2017: $35,7042017Assets 2018: $43,121Net Assets 2018: $43,1212018Assets 2019: $54,737Net Assets 2019: $54,7372019Assets 2020: $69,645Liabilities 2020: $105Net Assets 2020: $69,5402020Assets 2021: $61,008Liabilities 2021: $105Net Assets 2021: $60,9032021Assets 2022: $52,723Liabilities 2022: $105Net Assets 2022: $52,6182022Assets 2023: $60,130Liabilities 2023: $105Net Assets 2023: $60,0252023Assets 2024: $64,361Liabilities 2024: $105Net Assets 2024: $64,2562024Assets 2025: $85,135Liabilities 2025: $3,259Net Assets 2025: $81,8762025

Highlighted filing

2025

Assets$85,135
Liabilities$3,259
Net Assets$81,876

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2015: $81,509Expenses 2015: $72,432Net Income 2015: $9,0772015Revenue 2016: $77,148Expenses 2016: $72,394Net Income 2016: $4,7542016Revenue 2017: $77,511Expenses 2017: $72,809Net Income 2017: $4,7022017Revenue 2018: $95,506Expenses 2018: $85,867Net Income 2018: $9,6392018Revenue 2019: $96,852Expenses 2019: $85,236Net Income 2019: $11,6162019Revenue 2020: $75,981Expenses 2020: $61,178Net Income 2020: $14,8032020Revenue 2021: $43,383Expenses 2021: $37,732Net Income 2021: $5,6512021Revenue 2022: $99,707Expenses 2022: $108,033Net Income 2022: -$8,3262022Revenue 2023: $93,018Expenses 2023: $85,611Net Income 2023: $7,4072023Revenue 2024: $100,869Expenses 2024: $96,637Net Income 2024: $4,2322024Revenue 2025: $127,611Expenses 2025: $109,991Net Income 2025: $17,6202025

Highlighted filing

2025

Revenue$127,611
Expenses$109,991
Net Income$17,620

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 24, 2025
Return Version
2024v5.2
Gross Receipts
$129,737
Mission and Program Overview

Mission

Collegiate sorority activities

To operate a local chapter of kappa delta sorority.

Program Services

DescriptionGrantsExpenses
TO OPERATE A LOCAL COLLEGIATE CHAPTER OF A NATIONAL COLLEGE SORORITY TO FURTHER EDUCATIONAL AND SOCIAL INTEREST OF ITS MEMBERS, AS WELL AS PROVIDE PHILANTHROPIC SUPPORT FOR LOCAL CHARITIES.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRE HETZERPresident-$0--
MARIA DYMEKVice President-$0--
ANNA VELASQUEZVP-Finance-$0--
OLIVIA ALVARADOVP-Events & Programming-$0--
MIA CLANCYVP-Inclusion-$0--
MELINE KALISHIANVP-Learning & Development-$0--
EVA LAHRVP-Recruitment & Marketing-$0--
AMELIA BALCHPanhellenic Delegate-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Delta Sorority - Alpha Theta
EIN
47-2097033
Phone
9017481897
Address
590 MAIN STREET SUITE 310, BURLINGTON, VT 05405

Signing Officer

Name
Anna Velasquez
Title
VP-finance
Phone
9017481897
Signed
2025-09-24
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: interest income. Amount: 1,248.

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

Description: national dues. Amount: 29,541. Description: social events. Amount: 32,106. Description: recruitment. Amount: 7,237. Description: conferences & meetings. Amount: 12,048. Description: supplies. Amount: 9,531. Description: office expenses. Amount: 5,938. Description: philanthropy. Amount: 1,119. Description: insurance. Amount: 841. Description: composites. Amount: 4,244. Description: miscellaneous. Amount: 264. Description: grants. Amount: 1,888. Total to form 990-ez, line 16: 104,757.

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

Description: prepaid exp & deferred charges. Beg. Of year amount: 4,813. End of year amount: 473. Description: member receivable. Beg. Of year amount: 0. End of year amount: 2,731.

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

Description: loan payable. Beg. Of year amount: 0. End of year amount: 0. Description: member payable. Beg. Of year amount: 0. End of year amount: 473. Description: deferred revenue. Beg. Of year amount: 0. End of year amount: 2,681. Description: security deposit. Beg. Of year amount: 105. End of year amount: 105.

Raw XML Appendix151 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/PersonNm0BRE HETZER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP-FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP-EVENTS & PROGRAMMING
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IRS990EZ/WebsiteAddressTxt0UVM.KAPPADELTA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1,248.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: NATIONAL DUES. AMOUNT: 29,541. DESCRIPTION: SOCIAL EVENTS. AMOUNT: 32,106. DESCRIPTION: RECRUITMENT. AMOUNT: 7,237. DESCRIPTION: CONFERENCES & MEETINGS. AMOUNT: 12,048. DESCRIPTION: SUPPLIES. AMOUNT: 9,531. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 5,938. DESCRIPTION: PHILANTHROPY. AMOUNT: 1,119. DESCRIPTION: INSURANCE. AMOUNT: 841. DESCRIPTION: COMPOSITES. AMOUNT: 4,244. DESCRIPTION: MISCELLANEOUS. AMOUNT: 264. DESCRIPTION: GRANTS. AMOUNT: 1,888. TOTAL TO FORM 990-EZ, LINE 16: 104,757.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PREPAID EXP & DEFERRED CHARGES. BEG. OF YEAR AMOUNT: 4,813. END OF YEAR AMOUNT: 473. DESCRIPTION: MEMBER RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,731.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: LOAN PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 0. DESCRIPTION: MEMBER PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 473. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,681. DESCRIPTION: SECURITY DEPOSIT. BEG. OF YEAR AMOUNT: 105. END OF YEAR AMOUNT: 105.
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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.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-24
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ReturnHeader/ReturnTs02025-10-15T19:30:25-05:00
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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