Civic Intelligence

Kappa Delta Sorority - Beta Pi Chapter

990 • Fiscal year 2014 • EIN 59-0638774

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 31, 2014

1122 E Panhellenic Drive32601

(901) 748-1897

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.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

52nd percentile

0.00x

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Net Margin

39th percentile

-0.3%

Higher net margin than 39% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Asset Growth

39th percentile

-1.4%

Faster asset growth than 39% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Down

$60,943

Down $868 (-1.4%) from 2013

Net Assets

Down

$60,943

Down $868 (-1.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$266,026

No earlier filing loaded for comparison.

Expenses

Down

$266,894

Down $32,887 (-11%) from 2013

Net Income

-$868

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $47,142Liabilities 2012: $0Net Assets 2012: $47,1422012Assets 2013: $61,811Liabilities 2013: $0Net Assets 2013: $61,8112013Assets 2014: $60,943Liabilities 2014: $0Net Assets 2014: $60,9432014Assets 2015: $110,635Liabilities 2015: $0Net Assets 2015: $110,6352015Assets 2016: $165,940Liabilities 2016: $0Net Assets 2016: $165,9402016Assets 2017: $184,037Liabilities 2017: $0Net Assets 2017: $184,0372017Assets 2018: $197,818Liabilities 2018: $0Net Assets 2018: $197,8182018Assets 2019: $184,989Liabilities 2019: $0Net Assets 2019: $184,9892019Assets 2020: $207,687Liabilities 2020: $0Net Assets 2020: $207,6872020Assets 2021: $95,088Net Assets 2021: $95,0882021Assets 2022: $108,941Liabilities 2022: $0Net Assets 2022: $108,9412022Assets 2023: $143,435Liabilities 2023: $0Net Assets 2023: $143,4352023Assets 2024: $157,249Liabilities 2024: $0Net Assets 2024: $157,2492024Assets 2025: $254,575Liabilities 2025: $23,312Net Assets 2025: $231,2632025

Highlighted filing

2014

Assets$60,943
Liabilities$0
Net Assets$60,943

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2012: $159,4012012Expenses 2013: $299,7812013Revenue 2014: $266,026Expenses 2014: $266,894Net Income 2014: -$8682014Revenue 2015: $291,726Expenses 2015: $221,286Net Income 2015: $70,4402015Revenue 2016: $280,993Expenses 2016: $225,688Net Income 2016: $55,3052016Revenue 2017: $234,217Expenses 2017: $216,119Net Income 2017: $18,0982017Revenue 2018: $228,411Expenses 2018: $214,630Net Income 2018: $13,7812018Revenue 2019: $214,383Expenses 2019: $227,212Net Income 2019: -$12,8292019Revenue 2020: $264,358Expenses 2020: $241,660Net Income 2020: $22,6982020Revenue 2021: $178,333Expenses 2021: $149,929Net Income 2021: $28,4042021Revenue 2022: $329,096Expenses 2022: $315,733Net Income 2022: $13,3632022Revenue 2023: $336,881Expenses 2023: $302,387Net Income 2023: $34,4942023Revenue 2024: $374,415Expenses 2024: $360,601Net Income 2024: $13,8142024Revenue 2025: $437,226Expenses 2025: $363,212Net Income 2025: $74,0142025

Highlighted filing

2014

Revenue$266,026
Expenses$266,894
Net Income-$868
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 31, 2014
Return Version
2013v3.1
Gross Receipts
$325,417
Mission and Program Overview

Mission

Collegiate sorority activites

Collegiate sorority activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$56,726$37,845▼ $18,881
Accounts Receivable$4,559$13,392▲ $8,833
Prepaid Expenses and Deferred Charges$526--
Total Assets$61,811$60,943▼ $868
Other Assets Total-$9,706-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$61,811$60,943▼ $868
Total Net Assets Fund Balance$61,811$60,943▼ $868
Total Liabilities and Net Assets / Fund Balance$61,811$60,943▼ $868

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$9,706--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Karlin HugghinsPresident
Kalie WhiteheadPanhellenic
Katie BackstrandSecretary
Liz GarrisonTreasurer
Brooke LynchVP Community
Stephanie OberwegerVP Membershi
Virginia HoranVP New Membe
Erin GinnVP Operation
Sarah StroopVP Public Re
Melissa DukesVP Standards
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$260,954
Investment Income
$0
Other Revenue
$5,072
Change in Net Assets
$-868
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$205,435
Grants and Similar Amounts Paid$61,459
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals---$61,459
Occupancy---$10,925
Fees for Services Accounting---$5,080
Other Expenses---$2,458
Office Expenses---$1,642
Total Functional Expenses$0$0$0$266,894
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
Yes
Backup withholding compliance
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI

No person is compensated by this organization. Hence, compensation policy is not necessary.

Form 990, Page 6, Part VI, Line 6

The organization has members.

Form 990, Page 6, Part VI, Line 7A

The governing body is elected by the organization's members bi-annually.

Form 990, Page 6, Part VI, Line 11B

Form 990 is prepared by an independent cpa firm and reviewed by the organizations top officers prior to filing with the irs.

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

EIN
59-0638774
Phone
9017481897

Signing Officer

Name
Liz Garrison
Title
Treasurer
Phone
9017481897
Signed
2014-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Liz Garrison
Formed
1948
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Preparer
Robert L Whitehurst CPA
Phone
6785708112
Supplemental Narrative

Additional Explanations

Form 990

The organization did not donate more than 5,000 to a single organization. Accordingly, schedule i is not required.

Raw XML Appendix302 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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IRS990/ActivityOrMissionDesc0COLLEGIATE SORORITY ACTIVITIES.
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0LIZ GARRISON
IRS990/BooksInCareOfDetail/PhoneNum09017481897
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IRS990/Form990PartVIISectionAGrp/PersonNm3ERIN GINN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP NEW MEMBE
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP MEMBERSHI
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP OPERATION
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP COMMUNITY
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP PUBLIC RE
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP STANDARDS
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9PANHELLENIC
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01948
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt061459
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0325417
IRS990/GrossSalesOfInventoryAmt064463
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitiationFeesAndCapContriAmt04658
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0COLLEGIATE SORORITY ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt061811
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IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt05072
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt010925
IRS990/OfficeExpensesGrp/TotalAmt01642
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DID NOT DONATE MORE THAN 5,000 TO A SINGLE ORGANIZATION. ACCORDINGLY, SCHEDULE I IS NOT REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO PERSON IS COMPENSATED BY THIS ORGANIZATION. HENCE, COMPENSATION POLICY IS NOT NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING BODY IS ELECTED BY THE ORGANIZATION'S MEMBERS BI-ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND REVIEWED BY THE ORGANIZATIONS TOP OFFICERS PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/USAddress/ZIPCode032601
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260863073
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ARNOLD GALLIVAN LEVESQUE PC
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ReturnHeader/PreparerPersonGrp/PhoneNum06785708112
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT L WHITEHURST CPA
ReturnHeader/ReturnTs02014-11-12T14:09:43-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.23$2.31$4.37$3.63$0.74
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$3.74$3.61$0.14
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.00$1.43$3.37$3.02$0.34
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.09$3.29$3.16$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.95$1.78$1.50$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$2.64$2.42$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$2.14$2.27$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$2.28$2.15$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.00$1.84$2.34$2.16$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$2.81$2.26$0.55
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$2.92$2.21$0.70
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$2.66$2.67$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$3.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.47$1.59