Civic Intelligence

Kappa Delta Sorority - Epsilon Rho Chapter

EIN 74-2088828 • 501(c)7 • Rochester, NY

Profile

To operate a local chapter of kappa delta sorority.

500 Joseph C Wilson BlvdRochester, NY 14627

n/A

Siviq Scores

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

Liabilities / Assets

86th percentile

0.31x

Higher debt load relative to assets than 86% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

0.21x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

35th percentile

-2.4%

Higher net margin than 35% 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

84th percentile

27%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

52nd percentile

2.4%

Faster revenue growth than 52% of similar nonprofits.

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

Assets

Up

$34,141

Up $7,195 (+27%) from 2024

Liabilities

Up

$10,652

Up $8,407 (+374%) from 2024

Net Assets

Down

$23,489

Down $1,212 (-4.9%) from 2024

Revenue

Up

$50,163

Up $1,161 (+2.4%) from 2024

Expenses

Up

$51,375

Up $9,262 (+22%) from 2024

Net Income

Down

-$1,212

Down $8,101 (-118%) from 2024

Trend Graphs

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2014: $24,581Liabilities 2014: $2,245Net Assets 2014: $22,3362014Assets 2015: $29,586Liabilities 2015: $2,245Net Assets 2015: $27,3412015Assets 2016: $25,880Liabilities 2016: $2,245Net Assets 2016: $23,6352016Assets 2024: $26,946Liabilities 2024: $2,245Net Assets 2024: $24,7012024Assets 2025: $34,141Liabilities 2025: $10,652Net Assets 2025: $23,4892025

Highlighted filing

2025

Assets$34,141
Liabilities$10,652
Net Assets$23,489

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2014: $52,996Expenses 2014: $38,967Net Income 2014: $14,0292014Revenue 2015: $61,824Expenses 2015: $56,819Net Income 2015: $5,0052015Revenue 2016: $40,164Expenses 2016: $43,870Net Income 2016: -$3,7062016Revenue 2024: $49,002Expenses 2024: $42,113Net Income 2024: $6,8892024Revenue 2025: $50,163Expenses 2025: $51,375Net Income 2025: -$1,2122025

Highlighted filing

2025

Revenue$50,163
Expenses$51,375
Net Income-$1,212

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 13, 2025
Return Version
2024v5.2
Gross Receipts
$50,163
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
DANIELLE COLELLIPresident-$0--
SAHITHI MATHUKUMILLIVice President-$0--
KATHERINE JENSENVP-Finance-$0--
ELISE HILGERSVP-Events & Programming-$0--
ELENA BARRVP-Inclusion-$0--
GRACE DOBSONVP-Learning & Development-$0--
AMUKTA MUMMANENIVP-Recruitment & Marketing-$0--
LAUREN EMERYPanhellenic Delegate-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Delta Sorority - Epsilon Rho
EIN
74-2088828
Phone
9017481897
Address
500 JOSEPH C WILSON BLVD, ROCHESTER, NY 14627

Signing Officer

Name
Katherine Jensen
Title
VP-finance
Phone
9017481897
Signed
2025-10-13
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: 150.

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

Activity classification: . Grantee name: kappa delta foundation, inc.. Amount given: 750.

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

Description: national dues. Amount: 19,332. Description: social events. Amount: 9,149. Description: recruitment. Amount: 2,171. Description: conferences & meetings. Amount: 7,715. Description: supplies. Amount: 3,649. Description: office expenses. Amount: 2,109. Description: philanthropy. Amount: 253. Description: insurance. Amount: 748. Description: composites. Amount: 780. Description: miscellaneous. Amount: 505. Total to form 990-ez, line 16: 46,411.

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

Description: prepaid expenses and deferred charges . Beg. Of year amount: 1,992. End of year amount: 133. Description: member receivable. Beg. Of year amount: 43. End of year amount: 8,317.

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

Description: member payable. Beg. Of year amount: 0. End of year amount: 133. Description: deferred revenue. Beg. Of year amount: 0. End of year amount: 8,274. Description: security deposit. Beg. Of year amount: 2,245. End of year amount: 2,245.

Raw XML Appendix149 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/PersonNm7LAUREN EMERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP-FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP-EVENTS & PROGRAMMING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP-INCLUSION
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IRS990EZ/ProgramServiceRevenueAmt049850
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: KAPPA DELTA FOUNDATION, INC.. AMOUNT GIVEN: 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: NATIONAL DUES. AMOUNT: 19,332. DESCRIPTION: SOCIAL EVENTS. AMOUNT: 9,149. DESCRIPTION: RECRUITMENT. AMOUNT: 2,171. DESCRIPTION: CONFERENCES & MEETINGS. AMOUNT: 7,715. DESCRIPTION: SUPPLIES. AMOUNT: 3,649. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 2,109. DESCRIPTION: PHILANTHROPY. AMOUNT: 253. DESCRIPTION: INSURANCE. AMOUNT: 748. DESCRIPTION: COMPOSITES. AMOUNT: 780. DESCRIPTION: MISCELLANEOUS. AMOUNT: 505. TOTAL TO FORM 990-EZ, LINE 16: 46,411.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PREPAID EXPENSES AND DEFERRED CHARGES . BEG. OF YEAR AMOUNT: 1,992. END OF YEAR AMOUNT: 133. DESCRIPTION: MEMBER RECEIVABLE. BEG. OF YEAR AMOUNT: 43. END OF YEAR AMOUNT: 8,317.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: MEMBER PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 133. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 8,274. DESCRIPTION: SECURITY DEPOSIT. BEG. OF YEAR AMOUNT: 2,245. END OF YEAR AMOUNT: 2,245.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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/PersonNm0KATHERINE JENSEN
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ReturnHeader/BusinessOfficerGrp/PhoneNum09017481897
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-13
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ReturnHeader/Filer/EIN0742088828
ReturnHeader/Filer/PhoneNum09017481897
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA N CRAWFORD CPA
ReturnHeader/ReturnTs02025-10-16T18:54:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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