Civic Intelligence

Kappa Delta Zeta Chapter

990 • Fiscal year 2017 • EIN 63-0115520

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 06, 2017

PO Box 1880Tuscaloosa, AL 35403-1880

(205) 758-7754

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.48x

Higher debt load relative to assets than 82% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

67th percentile

0.34x

Higher debt load relative to revenue than 67% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2017

Net Margin

67th percentile

11%

Higher net margin than 67% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

99th percentile

173%

Faster asset growth than 99% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

11%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$445,809

Up $282,563 (+173%) from 2016

Net Assets

Up

$231,192

Up $71,008 (+44%) from 2016

Liabilities

Up

$214,617

Up $211,555 (+6909%) from 2016

Revenue

Up

$624,832

Up $60,753 (+11%) from 2016

Expenses

Down

$553,824

Down $28,582 (-4.9%) from 2016

Net Income

Up

$71,008

Up $89,335 (+487%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $145,431Liabilities 2011: $20,950Net Assets 2011: $124,4812011Assets 2012: $116,967Liabilities 2012: $17,369Net Assets 2012: $99,5982012Assets 2013: $301,312Liabilities 2013: $170,091Net Assets 2013: $131,2212013Assets 2014: $224,295Liabilities 2014: $58,425Net Assets 2014: $165,8702014Assets 2015: $254,824Liabilities 2015: $30,326Net Assets 2015: $224,4982015Assets 2016: $163,246Liabilities 2016: $3,062Net Assets 2016: $160,1842016Assets 2017: $445,809Liabilities 2017: $214,617Net Assets 2017: $231,1922017Assets 2018: $550,300Liabilities 2018: $220,010Net Assets 2018: $330,2902018Assets 2019: $535,034Liabilities 2019: $223,376Net Assets 2019: $311,6582019Assets 2020: $544,737Liabilities 2020: $208,104Net Assets 2020: $336,6332020Assets 2021: $693,741Liabilities 2021: $210,540Net Assets 2021: $483,2012021Assets 2022: $792,024Liabilities 2022: $220,454Net Assets 2022: $571,5702022Assets 2023: $521,207Liabilities 2023: $2,257Net Assets 2023: $518,9502023Assets 2024: $602,813Liabilities 2024: $136,529Net Assets 2024: $466,2842024Assets 2025: $574,118Liabilities 2025: $169,695Net Assets 2025: $404,4232025

Highlighted filing

2017

Assets$445,809
Liabilities$214,617
Net Assets$231,192

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $495,740Expenses 2011: $533,212Net Income 2011: -$37,4722011Revenue 2012: $539,578Expenses 2012: $564,461Net Income 2012: -$24,8832012Revenue 2013: $606,769Expenses 2013: $575,146Net Income 2013: $31,6232013Revenue 2014: $711,631Expenses 2014: $676,982Net Income 2014: $34,6492014Revenue 2015: $701,072Expenses 2015: $642,444Net Income 2015: $58,6282015Revenue 2016: $564,079Expenses 2016: $582,406Net Income 2016: -$18,3272016Revenue 2017: $624,832Expenses 2017: $553,824Net Income 2017: $71,0082017Revenue 2018: $706,776Expenses 2018: $607,678Net Income 2018: $99,0982018Revenue 2019: $677,425Expenses 2019: $696,057Net Income 2019: -$18,6322019Revenue 2020: $616,392Expenses 2020: $591,417Net Income 2020: $24,9752020Revenue 2021: $669,247Expenses 2021: $522,679Net Income 2021: $146,5682021Revenue 2022: $739,897Expenses 2022: $651,528Net Income 2022: $88,3692022Revenue 2023: $759,260Expenses 2023: $811,880Net Income 2023: -$52,6202023Revenue 2024: $787,739Expenses 2024: $840,405Net Income 2024: -$52,6662024Revenue 2025: $901,723Expenses 2025: $963,584Net Income 2025: -$61,8612025

Highlighted filing

2017

Revenue$624,832
Expenses$553,824
Net Income$71,008
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$632,515
Mission and Program Overview

Mission

The purpose of kappa delta sorority is to promote true friendship among the college girls of our country by inculcating into their hearts and lives those principles of truth, of honor, of duty, without which there can be no true friendship.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$141,596$314,462▲ $172,866
Rtn Earn Endowment Incm Other Fnds$160,184$231,192▲ $71,008
Accounts Receivable$1,650$131,247▲ $129,597
Prepaid Expenses and Deferred Charges$20,000$100▼ $19,900
Total Assets$163,246$445,809▲ $282,563
Liabilities
Deferred Revenue$1,650$214,617▲ $212,967
Accounts Payable and Accrued Expenses$1,412--
Total Liabilities$3,062$214,617▲ $211,555
Net Assets / Fund Balance
Total Net Assets Fund Balance$160,184$231,192▲ $71,008
Total Liabilities and Net Assets / Fund Balance$163,246$445,809▲ $282,563
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lee BonnerPresident
Ivery Katherine WeaverPanhellenic
Katie BuhaiSecretary
Katy HotardTreasurer
Jeanie CrouchVP Member Ed
Kate SpeyerVP Membershi
Win WoodsonVP Operation
Callie KidwellVP Philanthr
Elizabeth SummersVP Public Re
Nedra Toulmin CrosbyVP Standards
Revenue and Support

Revenue Composition

Contributions and Grants
$1,000
Program Service Revenue
$594,146
Investment Income
$1,519
Other Revenue
$28,167
All Other Contributions
$1,000
Change in Net Assets
$71,008
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$518,212
Grants and Similar Amounts Paid$35,612
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$192,505
Grants to Domestic Orgs---$35,612
Other Expenses---$30,327
Conferences and Meetings---$13,836
Office Expenses---$7,291
Fees for Services Accounting---$4,775
Total Functional Expenses$0$0$0$553,824
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Child Abuse Prevention ServicesTuscaloosa, AL-Contribution$28,491
Kappa Delta FoundationMemphis, TN-Contribution$7,121
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$35,850
Fundraising Direct Expenses$7,683
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Shamrock$35,850$35,850$7,683$28,167
Total Events$35,850$35,850$7,683$28,167
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
Backup withholding compliance
Yes
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, Page 6, Part VI, Line 6

The organization consists of members who belong to a national collegiate social sorority

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

Each member of the organization may elect members who will then serve as the governing body.

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

The organizations executive officers review the form 990 when it is completed and if any part of the form is in question, the executive officers contact the preparer to address those questions. Should any changes need to be made on the form, these changes are promptly made and the form is reprinted for the executive officers to review. After the form is reviewed and approved, the executive officer sign the return and it is mailed to or filed electronically with the irs.

Form 990, Page 6, Part VI, Line 19

All documents are available to the public upon the approval of the executive officers of the organization.

Filing and Contact Details

Filer

Filer Name
Kappa Delta
EIN
63-0115520
Phone
2057587754
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880

Signing Officer

Name
Katy Hotard
Title
Treasurer
Signed
2017-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lee Bonner
Formed
1904
Legal Domicile
Al
Voting Board Members
10
Independent Board Members
0
Employees
0
Volunteers
15

Preparer

Firm
Greek Resource Services Inc
Address
2118 8TH ST, TUSCALOOSA, AL 35401-2134
Preparer
John T Murdock
Phone
2057587754
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The purpose of kappa delta sorority is to promote true friendship among the college girls of our country by inculcating into their hearts and lives those principles of truth, of honor, of duty, without which there can be no true friendship.

Form 990, Page 2, Part III, Line 4D

Chapter activities - provided chapter programming for members of undergraduate chapter of national collegiate social sorority.

Form 990, Part IX, Line 24E

Parent's weekend 22,938 0 0 awards 21,597 0 0 membership development 17,753 0 0 sisterhood 17,283 0 0 scholarship 13,241 0 0 homecoming 12,902 0 0 composite 12,639 0 0 dues 11,550 0 0 pins 10,196 0 0 magazine 9,088 0 0 public relations 8,128 0 0 philanthropy 6,443 0 0 leadership 5,763 0 0 cdc expense 5,739 0 0 bad debts & collections 4,668 0 0 office equipment 4,103 0 0 norman shield 3,865 0 0 ritual 2,387 0 0 jewelry 1,520 0 0 other 702 0 0 total 192,505 0 0

Raw XML Appendix337 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF KAPPA DELTA SORORITY IS TO PROMOTE TRUE FRIENDSHIP AMONG THE COLLEGE GIRLS OF OUR COUNTRY BY INCULCATING INTO THEIR HEARTS AND LIVES THOSE PRINCIPLES OF TRUTH, OF HONOR, OF DUTY, WITHOUT WHICH THERE CAN BE NO TRUE FRIENDSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHAPTER ACTIVITIES - PROVIDED CHAPTER PROGRAMMING FOR MEMBERS OF UNDERGRADUATE CHAPTER OF NATIONAL COLLEGIATE SOCIAL SORORITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION CONSISTS OF MEMBERS WHO BELONG TO A NATIONAL COLLEGIATE SOCIAL SORORITY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH MEMBER OF THE ORGANIZATION MAY ELECT MEMBERS WHO WILL THEN SERVE AS THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATIONS EXECUTIVE OFFICERS REVIEW THE FORM 990 WHEN IT IS COMPLETED AND IF ANY PART OF THE FORM IS IN QUESTION, THE EXECUTIVE OFFICERS CONTACT THE PREPARER TO ADDRESS THOSE QUESTIONS. SHOULD ANY CHANGES NEED TO BE MADE ON THE FORM, THESE CHANGES ARE PROMPTLY MADE AND THE FORM IS REPRINTED FOR THE EXECUTIVE OFFICERS TO REVIEW. AFTER THE FORM IS REVIEWED AND APPROVED, THE EXECUTIVE OFFICER SIGN THE RETURN AND IT IS MAILED TO OR FILED ELECTRONICALLY WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON THE APPROVAL OF THE EXECUTIVE OFFICERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PARENT'S WEEKEND 22,938 0 0 AWARDS 21,597 0 0 MEMBERSHIP DEVELOPMENT 17,753 0 0 SISTERHOOD 17,283 0 0 SCHOLARSHIP 13,241 0 0 HOMECOMING 12,902 0 0 COMPOSITE 12,639 0 0 DUES 11,550 0 0 PINS 10,196 0 0 MAGAZINE 9,088 0 0 PUBLIC RELATIONS 8,128 0 0 PHILANTHROPY 6,443 0 0 LEADERSHIP 5,763 0 0 CDC EXPENSE 5,739 0 0 BAD DEBTS & COLLECTIONS 4,668 0 0 OFFICE EQUIPMENT 4,103 0 0 NORMAN SHIELD 3,865 0 0 RITUAL 2,387 0 0 JEWELRY 1,520 0 0 OTHER 702 0 0 TOTAL 192,505 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 24E
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0163246
IRS990/TotalAssetsEOYAmt0445809
IRS990/TotalAssetsGrp/BOYAmt0163246
IRS990/TotalAssetsGrp/EOYAmt0445809
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0553824
IRS990/TotalGrossUBIAmt01519
IRS990/TotalLiabilitiesBOYAmt03062
IRS990/TotalLiabilitiesEOYAmt0214617
IRS990/TotalLiabilitiesGrp/BOYAmt03062
IRS990/TotalLiabilitiesGrp/EOYAmt0214617
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0160184
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0231192
IRS990/TotalProgramServiceRevenueAmt0594146
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0594146
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0624832
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01519
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0163246
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0445809
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01831 UNIVERSITY STATION MSC 870409
IRS990/USAddress/CityNm0TUSCALOOSA
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035487
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.UA.KAPPADELTA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATY HOTARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA DELTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ZETA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0630115520
ReturnHeader/Filer/PhoneNum02057587754
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/Filer/USAddress/CityNm0TUSCALOOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0354031880
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FD6E2491316CF10D8131EE8534B5E190479DFC91
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FD6E2491316CF10D8131EE8534B5E190479DFC91
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631044933
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02118 8TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354012134
ReturnHeader/PreparerPersonGrp/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T MURDOCK
ReturnHeader/ReturnTs02017-11-13T16:33:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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.$5.74$1.70$4.04$9.02$9.64$0.62
2024Detailed filing. Detailed filing data is available for this year.$6.03$1.37$4.66$7.88$8.40$0.53
2023Detailed filing. Detailed filing data is available for this year.$5.21$0.02$5.19$7.59$8.12$0.53
2022Detailed filing. Detailed filing data is available for this year.$7.92$2.20$5.72$7.40$6.52$0.88
2021Detailed filing. Detailed filing data is available for this year.$6.94$2.11$4.83$6.69$5.23$1.47
2020Detailed filing. Detailed filing data is available for this year.$5.45$2.08$3.37$6.16$5.91$0.25
2019Detailed filing. Detailed filing data is available for this year.$5.35$2.23$3.12$6.77$6.96$0.19
2018Detailed filing. Detailed filing data is available for this year.$5.50$2.20$3.30$7.07$6.08$0.99
2017Detailed filing. Detailed filing data is available for this year.$4.46$2.15$2.31$6.25$5.54$0.71
2016Detailed filing. Detailed filing data is available for this year.$1.63$0.03$1.60$5.64$5.82$0.18
2015Detailed filing. Detailed filing data is available for this year.$2.55$0.30$2.24$7.01$6.42$0.59
2014Detailed filing. Detailed filing data is available for this year.$2.24$0.58$1.66$7.12$6.77$0.35
2013Summary only. Only limited summary data is available for this year.$3.01$1.70$1.31$6.07$5.75$0.32
2012Summary only. Only limited summary data is available for this year.$1.17$0.17$1.00$5.40$5.64$0.25
2011Summary only. Only limited summary data is available for this year.$1.45$0.21$1.24$4.96$5.33$0.37