Civic Intelligence

Kappa Delta Sorority Delta Zeta Chapter

EIN 72-6034680 • 501(c)7 • Monroe, LA

Profile

To operate a local chapter of kappa delta sorority.

4208 Adeline LnMonroe, LA 71201

u1m.kappadelta.org

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

24th percentile

-9.2%

Higher net margin than 24% of similar nonprofits.

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

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

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

Asset Growth

35th percentile

-5.3%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

58th percentile

5.3%

Faster revenue growth than 58% of similar nonprofits.

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

Assets

Down

$198,103

Down $11,094 (-5.3%) from 2024

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Down

$198,103

Down $11,094 (-5.3%) from 2024

Revenue

Up

$120,475

Up $6,030 (+5.3%) from 2024

Expenses

Up

$131,569

Up $21,604 (+20%) from 2024

Net Income

Down

-$11,094

Down $15,574 (-348%) from 2024

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0-$100KAssets 2011: $87,436Liabilities 2011: $10,7762011Assets 2012: $116,811Liabilities 2012: $3,7802012Assets 2013: $124,407Liabilities 2013: $6,1322013Assets 2014: $139,455Liabilities 2014: $1,3782014Assets 2015: $146,385Liabilities 2015: $2,8062015Assets 2016: $56,727Liabilities 2016: -$6022016Assets 2017: $53,040Liabilities 2017: $2,1752017Assets 2018: $182,699Liabilities 2018: -$2,3662018Assets 2019: $184,969Liabilities 2019: -$5342019Assets 2020: $210,854Liabilities 2020: $8432020Assets 2021: $197,967Liabilities 2021: $0Net Assets 2021: $197,9672021Assets 2022: $68,529Liabilities 2022: $0Net Assets 2022: $198,8862022Assets 2023: $202,075Liabilities 2023: $0Net Assets 2023: $202,0752023Assets 2024: $209,197Net Assets 2024: $209,1972024Assets 2025: $198,103Liabilities 2025: $0Net Assets 2025: $198,1032025

Highlighted filing

2025

Assets$198,103
Liabilities$0
Net Assets$198,103

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $65,981Expenses 2011: $67,053Net Income 2011: -$1,0722011Revenue 2012: $87,676Expenses 2012: $71,716Net Income 2012: $15,9602012Revenue 2013: $122,447Expenses 2013: $117,157Net Income 2013: $5,2902013Revenue 2014: $131,298Expenses 2014: $117,099Net Income 2014: $14,1992014Revenue 2015: $134,345Expenses 2015: $132,543Net Income 2015: $1,8022015Revenue 2016: $151,002Expenses 2016: $238,456Net Income 2016: -$87,4542016Revenue 2017: $156,319Expenses 2017: $161,579Net Income 2017: -$5,2602017Revenue 2018: $146,999Expenses 2018: $135,796Net Income 2018: $11,2032018Revenue 2019: $127,874Expenses 2019: $123,772Net Income 2019: $4,1022019Revenue 2020: $118,059Expenses 2020: $92,483Net Income 2020: $25,5762020Revenue 2021: $82,085Expenses 2021: $94,129Net Income 2021: -$12,0442021Revenue 2022: $113,048Expenses 2022: $112,888Net Income 2022: $1602022Revenue 2023: $110,627Expenses 2023: $110,913Net Income 2023: -$2862023Revenue 2024: $114,445Expenses 2024: $109,965Net Income 2024: $4,4802024Revenue 2025: $120,475Expenses 2025: $131,569Net Income 2025: -$11,0942025

Highlighted filing

2025

Revenue$120,475
Expenses$131,569
Net Income-$11,094

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$1.20$1.32$0.11
2024Detailed filing. Detailed filing data is available for this year.$2.09$2.09$1.14$1.10$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$1.11$1.11$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.69$0.00$1.99$1.13$1.13$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.82$0.94$0.12
2020Summary only. Only limited summary data is available for this year.$2.11$0.01$1.18$0.92$0.26
2019Summary only. Only limited summary data is available for this year.$1.85$0.01$1.28$1.24$0.04
2018Summary only. Only limited summary data is available for this year.$1.83$0.02$1.47$1.36$0.11
2017Summary only. Only limited summary data is available for this year.$0.53$0.02$1.56$1.62$0.05
2016Summary only. Only limited summary data is available for this year.$0.57$0.01$1.51$2.38$0.87
2015Summary only. Only limited summary data is available for this year.$1.46$0.03$1.34$1.33$0.02
2014Summary only. Only limited summary data is available for this year.$1.39$0.01$1.31$1.17$0.14
2013Summary only. Only limited summary data is available for this year.$1.24$0.06$1.22$1.17$0.05
2012Summary only. Only limited summary data is available for this year.$1.17$0.04$0.88$0.72$0.16
2011Summary only. Only limited summary data is available for this year.$0.87$0.11$0.66$0.67$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$126,618
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
LAURA LEE MAYFIELDPresident-$0--
BROOKE TRANVice President-$0--
ALLY MATHERNEVP-Finance-$0--
MAGGIE RAE DUNNVP-Events & Programming-$0--
KATIE CASTONVP-Inclusion-$0--
AVERY JONESVP-Learning & Development-$0--
KELLY LOHMANVP-Recruitment & Marketing-$0--
HOLLIE GUIMBELLOTPanhellenic Delegate-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Shamrock Event$19,293$18,554$6,143$12,411
Total Events$19,293$18,554$6,143$12,411
Filing and Contact Details

Filer

Filer Name
Kappa Delta Sorority Delta Zeta
EIN
72-6034680
Phone
3185726023
Address
4208 ADELINE LN, MONROE, LA 71201

Signing Officer

Name
Ally Matherne
Title
VP-finance
Phone
3185726023
Signed
2025-11-13
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 4 - Other Investment Income

Description: interest income. Amount: 6,421.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: louisiana baptist children's home. Amount given: 10,299.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: kappa delta foundation, inc.. Amount given: 4,065. Total included on form 990-ez, line 10: 14,364.

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

Description: national dues. Amount: 21,699. Description: social events. Amount: 43,276. Description: recruitment. Amount: 17,491. Description: conferences & meetings. Amount: 7,043. Description: supplies. Amount: 4,398. Description: office expenses. Amount: 6,179. Description: philanthropy. Amount: 200. Description: insurance. Amount: 635. Description: composites. Amount: 2,689. Description: educational programming. Amount: 391. Description: miscellaneous. Amount: 2,124. Total to form 990-ez, line 16: 106,125.

Raw XML Appendix161 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONROE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd071201
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAURA LEE MAYFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BROOKE TRAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MAGGIE RAE DUNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATIE CASTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AVERY JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KELLY LOHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7HOLLIE GUIMBELLOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP-FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP-EVENTS & PROGRAMMING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP-INCLUSION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP-LEARNING & DEVELOPMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP-RECRUITMENT & MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PANHELLENIC DELEGATE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0106125
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO OPERATE A LOCAL CHAPTER OF KAPPA DELTA SORORITY.
IRS990EZ/ProgramServiceRevenueAmt0100904
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO 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.
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0131569
IRS990EZ/TotalRevenueAmt0120475
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0U1M.KAPPADELTA.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0739
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0739
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06143
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SHAMROCK EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019293
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018554
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018554
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012411
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 6,421.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: LOUISIANA BAPTIST CHILDREN'S HOME. AMOUNT GIVEN: 10,299.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: KAPPA DELTA FOUNDATION, INC.. AMOUNT GIVEN: 4,065. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 14,364.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: NATIONAL DUES. AMOUNT: 21,699. DESCRIPTION: SOCIAL EVENTS. AMOUNT: 43,276. DESCRIPTION: RECRUITMENT. AMOUNT: 17,491. DESCRIPTION: CONFERENCES & MEETINGS. AMOUNT: 7,043. DESCRIPTION: SUPPLIES. AMOUNT: 4,398. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 6,179. DESCRIPTION: PHILANTHROPY. AMOUNT: 200. DESCRIPTION: INSURANCE. AMOUNT: 635. DESCRIPTION: COMPOSITES. AMOUNT: 2,689. DESCRIPTION: EDUCATIONAL PROGRAMMING. AMOUNT: 391. DESCRIPTION: MISCELLANEOUS. AMOUNT: 2,124. TOTAL TO FORM 990-EZ, LINE 16: 106,125.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/PersonNm0ALLY MATHERNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP-FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum03185726023
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA DELTA SORORITY DELTA ZETA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0726034680
ReturnHeader/Filer/PhoneNum03185726023
ReturnHeader/Filer/USAddress/AddressLine1Txt04208 ADELINE LN
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd071201
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351178661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLUE & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012800 N MERIDIAN ST STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARMEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046032
ReturnHeader/PreparerPersonGrp/PhoneNum03178488920
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA N CRAWFORD CPA
ReturnHeader/ReturnTs02025-11-17T08:19:35-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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