Civic Intelligence

Kappa Delta Sorority - Epsilon

990 • Fiscal year 2015 • EIN 72-6027878

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 04, 2015

PO Box 25107Baton Rouge, LA 70894-5107

(225) 387-0229

Siviq Scores

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

Liabilities / Assets

76th percentile

0.14x

Higher debt load relative to assets than 76% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

72nd percentile

0.07x

Higher debt load relative to revenue than 72% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Net Margin

56th percentile

5.0%

Higher net margin than 56% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2015 filings • 501(c)7 • <$500k nonprofits • Source year 2015

Asset Growth

68th percentile

9.4%

Faster asset growth than 68% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

66th percentile

9.0%

Faster revenue growth than 66% of similar nonprofits.

2015 filings • 501(c)7 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$204,015

Up $17,578 (+9.4%) from 2014

Net Assets

Up

$175,388

Up $19,676 (+13%) from 2014

Liabilities

Down

$28,627

Down $2,098 (-6.8%) from 2014

Revenue

Up

$395,260

Up $32,739 (+9.0%) from 2014

Expenses

Up

$375,585

Up $33,582 (+9.8%) from 2014

Net Income

Down

$19,675

Down $843 (-4.1%) from 2014

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: $97,242Liabilities 2011: $4,7992011Assets 2012: $145,707Liabilities 2012: $9,892Net Assets 2012: $135,8152012Assets 2013: $184,320Liabilities 2013: $49,127Net Assets 2013: $135,1932013Assets 2014: $186,437Liabilities 2014: $30,725Net Assets 2014: $155,7122014Assets 2015: $204,015Liabilities 2015: $28,627Net Assets 2015: $175,3882015Assets 2016: $238,435Liabilities 2016: $32,908Net Assets 2016: $205,5272016Assets 2017: $246,727Liabilities 2017: $28,950Net Assets 2017: $217,7772017Assets 2018: $288,985Liabilities 2018: $30,641Net Assets 2018: $258,3442018Assets 2019: $316,267Liabilities 2019: $24,500Net Assets 2019: $291,7672019Assets 2020: $316,251Liabilities 2020: $25,625Net Assets 2020: $290,6262020Assets 2021: $415,177Liabilities 2021: $0Net Assets 2021: $415,1772021Assets 2022: $424,282Liabilities 2022: $0Net Assets 2022: $424,2822022Assets 2023: $440,462Liabilities 2023: $0Net Assets 2023: $440,4622023Assets 2024: $572,414Liabilities 2024: $53Net Assets 2024: $572,3612024Assets 2025: $634,759Liabilities 2025: $15,921Net Assets 2025: $618,8382025

Highlighted filing

2015

Assets$204,015
Liabilities$28,627
Net Assets$175,388

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $291,934Expenses 2011: $289,079Net Income 2011: $2,8552011Revenue 2012: $200,597Expenses 2012: $157,224Net Income 2012: $43,3732012Revenue 2013: $302,362Expenses 2013: $302,983Net Income 2013: -$6212013Revenue 2014: $362,521Expenses 2014: $342,003Net Income 2014: $20,5182014Revenue 2015: $395,260Expenses 2015: $375,585Net Income 2015: $19,6752015Revenue 2016: $410,624Expenses 2016: $380,485Net Income 2016: $30,1392016Revenue 2017: $437,388Expenses 2017: $425,138Net Income 2017: $12,2502017Revenue 2018: $402,899Expenses 2018: $362,332Net Income 2018: $40,5672018Revenue 2019: $428,509Expenses 2019: $395,086Net Income 2019: $33,4232019Revenue 2020: $393,154Expenses 2020: $394,295Net Income 2020: -$1,1412020Revenue 2021: $313,583Expenses 2021: $213,995Net Income 2021: $99,5882021Revenue 2022: $494,121Expenses 2022: $485,479Net Income 2022: $8,6422022Revenue 2023: $517,683Expenses 2023: $501,503Net Income 2023: $16,1802023Revenue 2024: $557,892Expenses 2024: $425,224Net Income 2024: $132,6682024Revenue 2025: $597,910Expenses 2025: $551,433Net Income 2025: $46,4772025

Highlighted filing

2015

Revenue$395,260
Expenses$375,585
Net Income$19,675
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 4, 2015
Return Version
2014v5.0
Gross Receipts
$395,260
Mission and Program Overview

Mission

Further educational, charitable and social interests

Further education, charitable and social interests

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$115,484$139,629▲ $24,145
Savings and Temporary Cash Investments$41,286$36,110▼ $5,176
Land, Buildings, and Equipment, Net$29,667$28,276▼ $1,391
Total Assets$186,437$204,015▲ $17,578
Liabilities
Accounts Payable and Accrued Expenses$30,725$28,627▼ $2,098
Total Liabilities$30,725$28,627▼ $2,098
Net Assets / Fund Balance
Unrestricted Net Assets$155,713$175,388▲ $19,675
Total Net Assets Fund Balance$155,713$175,388▲ $19,675
Total Liabilities and Net Assets / Fund Balance$186,438$204,015▲ $17,577

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,604$39,643-
Leasehold Improvements$25,672$4,328-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Andre HellicksFormal Chair
Catherine CordGin Chair
Alexis OconellIwfm Chair
Caroline TilleMagazine Chair
Katherine LantRitual Chair
Caroline GallaSocial Chair 1
Stephanie HathSocial Chair 2
Emmie SallesTshirt Chair
Caroline GrandPresident
Lindsey LandryAcadem Ex Chai
Alexis OconnelAlumnae Rel Ch
Claire SalopekChaplain
Caroline MckowGracious Liv C
Camille BesteHistorian
Cisley StutesHomecoming CHA
Catherine BrilHouse Mgr
Rebecca TatumLeadership CHA
Anna ReedPace
Meg MorrisonPanhellenic De
Caroline RobinParlimentarian
Rebecca TatumSecretary
Abigail BurchaSgt at Arms
Morgan BrownVP Comm Svc
Maddie BlankVP Finance
Therese WalkerVP Mem Educ
Katherine EagaVP Membership
Camille BesteVP Operations
Mary MitchellVP Pub Relatio
Sarah HeigleVP Standards
Revenue and Support

Revenue Composition

Contributions and Grants
$394,178
Program Service Revenue
$0
Investment Income
$74
Other Revenue
$1,008
Change in Net Assets
$19,675
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$256,223
Grants and Similar Amounts Paid$119,362
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$207,116--$207,116
Grants to Domestic Orgs$119,362--$119,362
Information Technology-$15,770-$15,770
Other Expenses$11,760$96-$11,760
Office Expenses-$9,751-$9,751
Advertising$3,063--$3,063
Depreciation Depletion-$1,391-$1,391
Fees for Services Accounting-$1,200-$1,200
Total Functional Expenses$347,377$28,208$0$375,585
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Prevent Child AbBaton Rouge, LA-Charitable$73,759
Kappa Delta FounMemphis, TN-Charitable$40,490
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Shamrock$82,130$-13,017$11,723$-24,740
Total Events$82,130$-13,017$11,723$-24,740
Political and Lobbying Activity
Political campaign activity
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 Line 11B

The organization uploads the 990 to the headquarters website where it is available for the public to view

Form 990 Part VI Line 19

The organizations governing documents and financial statements are available from the national kappa delta headquarters

Filing and Contact Details

Filer

Filer Name
Kappa Delta Soroity - Epsilon
EIN
72-6027878
Phone
2253870229
Address
PO BOX 25107, BATON ROUGE, LA 70894-5107

Signing Officer

Name
Maddie Blank
Title
Treasurer
Signed
2015-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Miranda Wilson
Voting Board Members
29
Independent Board Members
0
Employees
0

Preparer

Firm
Jennifer Bahlinger CPA LLC
Address
3888 S SHERWOOD FOREST BLVD, BATON ROUGE, LA 70816
Preparer
Jennifer Bahlinger
Phone
2257547355
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAPLAIN
IRS990/Form990PartVIISectionAGrp/TitleTxt1HOMECOMING CHA
IRS990/Form990PartVIISectionAGrp/TitleTxt2LEADERSHIP CHA
IRS990/Form990PartVIISectionAGrp/TitleTxt3MAGAZINE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP MEM EDUC
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP COMM SVC
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP PUB RELATIO
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP STANDARDS
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13PANHELLENIC DE
IRS990/Form990PartVIISectionAGrp/TitleTxt14HISTORIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt15HOUSE MGR
IRS990/Form990PartVIISectionAGrp/TitleTxt16SGT AT ARMS
IRS990/Form990PartVIISectionAGrp/TitleTxt17GIN CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt18SOCIAL CHAIR 1
IRS990/Form990PartVIISectionAGrp/TitleTxt19SOCIAL CHAIR 2
IRS990/Form990PartVIISectionAGrp/TitleTxt20FORMAL CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt21ACADEM EX CHAI
IRS990/Form990PartVIISectionAGrp/TitleTxt22RITUAL CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt23GRACIOUS LIV C
IRS990/Form990PartVIISectionAGrp/TitleTxt24IWFM CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt25ALUMNAE REL CH
IRS990/Form990PartVIISectionAGrp/TitleTxt26PACE
IRS990/Form990PartVIISectionAGrp/TitleTxt27PARLIMENTARIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt28TSHIRT CHAIR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0124745
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt029
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0119362
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0119362
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0395260
IRS990/GrossReceiptsForPublicUseAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt015770
IRS990/InformationTechnologyGrp/TotalAmt015770
IRS990/InitiationFeesAndCapContriAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt074
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt074
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt043971
IRS990/LandBldgEquipBasisNetGrp/BOYAmt029667
IRS990/LandBldgEquipBasisNetGrp/EOYAmt028276
IRS990/LandBldgEquipCostOrOtherBssAmt072247
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0269433
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0FURTHER EDUCATION, CHARITABLE AND SOCIAL INTERESTS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0155712
IRS990/NetAssetsOrFundBalancesEOYAmt0175388
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09751
IRS990/OfficeExpensesGrp/TotalAmt09751
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1DUES
IRS990/OtherExpensesGrp/Desc2EDUCATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt096
IRS990/OtherExpensesGrp/ProgramServicesAmt06076
IRS990/OtherExpensesGrp/ProgramServicesAmt111760
IRS990/OtherExpensesGrp/TotalAmt096
IRS990/OtherExpensesGrp/TotalAmt16076
IRS990/OtherExpensesGrp/TotalAmt211760
IRS990/OtherRevenueMiscGrp/Desc0UNALLOCATED REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01008
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01008
IRS990/OtherRevenueTotalAmt01008
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MIRANDA WILSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/ReconcilationRevenueExpnssAmt019675
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt041286
IRS990/SavingsAndTempCashInvstGrp/EOYAmt036110
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt02604
IRS990ScheduleD/EquipmentGrp/DepreciationAmt039643
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt042247
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt025672
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04328
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt030000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt028276
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt095147
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt095147
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011723
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SHAMROCK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt082130
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt082130
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0-13017
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0-13017
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-24740
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011723
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011723
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt073759
IRS990ScheduleI/RecipientTable/CashGrantAmt140490
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHARITABLE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CHARITABLE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PREVENT CHILD AB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1KAPPA DELTA FOUN
IRS990ScheduleI/RecipientTable/RecipientEIN0720871044
IRS990ScheduleI/RecipientTable/RecipientEIN1840880886
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt09654 BROOKLINE AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13205 PLAYERS LANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BATON ROUGE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MEMPHIS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0LA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd070809
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd138125
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.35$0.16$6.19$5.98$5.51$0.46
2024Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$5.58$4.25$1.33
2023Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$5.18$5.02$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$4.94$4.85$0.09
2021Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$3.14$2.14$1.00
2020Detailed filing. Detailed filing data is available for this year.$3.16$0.26$2.91$3.93$3.94$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.16$0.25$2.92$4.29$3.95$0.33
2018Summary only. Only limited summary data is available for this year.$2.89$0.31$2.58$4.03$3.62$0.41
2017Detailed filing. Detailed filing data is available for this year.$2.47$0.29$2.18$4.37$4.25$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.38$0.33$2.06$4.11$3.80$0.30
2015Detailed filing. Detailed filing data is available for this year.$2.04$0.29$1.75$3.95$3.76$0.20
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.31$1.56$3.63$3.42$0.21
2013Summary only. Only limited summary data is available for this year.$1.84$0.49$1.35$3.02$3.03$0.01
2012Summary only. Only limited summary data is available for this year.$1.46$0.10$1.36$2.01$1.57$0.43
2011Summary only. Only limited summary data is available for this year.$0.97$0.05$2.92$2.89$0.03