Civic Intelligence

Sigma Kappa Sorority Epsilon Tau

EIN 95-2997868 • 501(c)7 • Carmel, IN

Profile

To provide women lifelong opportunities and support for social, intellectual, and spiritual development by bringing women together to positively impact our communities.

695 Pro-med Lane 300Carmel, IN 46032-5323

n/A

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

34th percentile

-3.2%

Higher net margin than 34% 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

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

76th percentile

18%

Faster revenue growth than 76% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$54,991

Down $7,443 (-12%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$54,991

Down $7,443 (-12%) from 2024

Operations
Liabilities / Revenue59th percentileNet Margin34th percentile

Revenue

Up

$229,168

Up $34,604 (+18%) from 2024

Expenses

Up

$236,611

Up $85,267 (+56%) from 2024

Net Income

Down

-$7,443

Down $50,663 (-117%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$150K$100K$50K$0Assets 2011: $744Liabilities 2011: $154Net Assets 2011: $5902011Assets 2012: $12,220Liabilities 2012: $0Net Assets 2012: $12,2202012Assets 2013: $29,234Liabilities 2013: $0Net Assets 2013: $29,2342013Assets 2014: $39,551Liabilities 2014: $0Net Assets 2014: $39,5512014Assets 2015: $57,331Liabilities 2015: $1,219Net Assets 2015: $56,1122015Assets 2016: $53,406Liabilities 2016: $0Net Assets 2016: $53,4062016Assets 2017: $69,787Liabilities 2017: $0Net Assets 2017: $69,7872017Assets 2018: $61,211Liabilities 2018: $0Net Assets 2018: $61,2112018Assets 2019: $65,046Liabilities 2019: $0Net Assets 2019: $65,0462019Assets 2020: $102,916Liabilities 2020: $0Net Assets 2020: $102,9162020Assets 2021: $88,580Liabilities 2021: $0Net Assets 2021: $88,5802021Assets 2022: $50,284Liabilities 2022: $0Net Assets 2022: $50,2842022Assets 2023: $19,214Liabilities 2023: $0Net Assets 2023: $19,2142023Assets 2024: $62,434Liabilities 2024: $0Net Assets 2024: $62,4342024Assets 2025: $54,991Liabilities 2025: $0Net Assets 2025: $54,9912025

Highlighted filing

2025

Assets$54,991
Liabilities$0
Net Assets$54,991
Open 2025 Filing

Operations Trend

Revenue Growth76th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $116,752Expenses 2011: $119,244Net Income 2011: -$2,4922011Revenue 2012: $120,898Expenses 2012: $109,268Net Income 2012: $11,6302012Revenue 2013: $142,866Expenses 2013: $125,852Net Income 2013: $17,0142013Revenue 2014: $153,136Expenses 2014: $142,819Net Income 2014: $10,3172014Revenue 2015: $194,923Expenses 2015: $178,362Net Income 2015: $16,5612015Revenue 2016: $212,939Expenses 2016: $215,645Net Income 2016: -$2,7062016Revenue 2017: $228,523Expenses 2017: $212,142Net Income 2017: $16,3812017Revenue 2018: $206,478Expenses 2018: $215,054Net Income 2018: -$8,5762018Revenue 2019: $209,744Expenses 2019: $205,909Net Income 2019: $3,8352019Revenue 2020: $194,234Expenses 2020: $156,364Net Income 2020: $37,8702020Revenue 2021: $68,435Expenses 2021: $82,771Net Income 2021: -$14,3362021Revenue 2022: $145,446Expenses 2022: $183,742Net Income 2022: -$38,2962022Revenue 2023: $138,449Expenses 2023: $169,519Net Income 2023: -$31,0702023Revenue 2024: $194,564Expenses 2024: $151,344Net Income 2024: $43,2202024Revenue 2025: $229,168Expenses 2025: $236,611Net Income 2025: -$7,4432025

Highlighted filing

2025

Revenue$229,168
Expenses$236,611
Net Income-$7,443
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$54,991
Liabilities
$0
Net assets
$54,991
Revenue
$229,168
Expenses
$236,611
Net income
-$7,443
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.00$0.55$2.29$2.37$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$1.95$1.51$0.43
2023Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$1.38$1.70$0.31
2022Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$1.45$1.84$0.38
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.68$0.83$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$1.94$1.56$0.38
2019Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$2.10$2.06$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$2.06$2.15$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$2.29$2.12$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$2.13$2.16$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.01$0.56$1.95$1.78$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$1.53$1.43$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.00$0.29$1.43$1.26$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$1.21$1.09$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$1.17$1.19$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Sep 1, 2025
Return Version
2024v5.2
Gross Receipts
$229,168
Mission and Program Overview

Mission

To provide women lifelong opportunities and support for social, intellectual, and spiritual development by bringing women together to positively impact our communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$62,038$52,780▼ $9,258
Prepaid Expenses and Deferred Charges$396$2,211▲ $1,815
Total Assets$62,434$54,991▼ $7,443
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$62,434$54,991▼ $7,443
Total Net Assets Fund Balance$62,434$54,991▼ $7,443
Total Liabilities and Net Assets / Fund Balance$62,434$54,991▼ $7,443
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Stephanie DyPresident
Lakeesha SelvaratnamVP of Deia
Jeliese ColmenaresVP of Event Management
Shae LockardVP of Finance
Rachel MillanesVP of Internal Operations
Alyssa UrbanVP of Member Integrity
Abigail YoungVP of New Member Experience
Sydney InanaVP of Philanthropy and Service
Terri NealVP of Recruitment
Revenue and Support

Revenue Composition

Contributions and Grants
$3,014
Program Service Revenue
$226,154
Investment Income
$0
Other Revenue
$0
All Other Contributions
$3,014
Change in Net Assets
$-7,443
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$235,091
Grants and Similar Amounts Paid$1,520
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$60,000
Payments to Affiliates---$32,932
Office Expenses---$10,565
Insurance---$4,759
Conferences and Meetings---$4,626
Information Technology---$4,012
All Other Expenses---$3,044
Other Expenses---$1,554
Grants to Domestic Orgs---$1,520
Fees for Services Accounting---$860
Travel---$33
Total Functional Expenses$0$0$0$236,611
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
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has members which elect the governing body.”

Form 990, Part VI, Section A, Line 7A

“The organization's membership elect the chapter's governing body.”

Form 990, Part VI, Section B, Line 11B

“The 990 will be reviewed by the vice president of finance and the organization's financial advisor prior to being filed.”

Form 990, Part VI, Section B, Line 12C

“The organization requires annual conflict forms to be signed and then reviews those forms for completeness and potential conflicts.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Sigma Kappa Sorority Epsilon Tau
EIN
95-2997868
Phone
3178723275
Address
695 PRO-MED LANE 300, CARMEL, IN 46032-5323

Signing Officer

Name
Shae Lockard
Title
Vice President of Finance
Phone
3178723275
Signed
2025-09-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shae Lockard
Formed
1971
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Blue & Co LLC
Address
12800 N MERIDIAN ST STE 400, CARMEL, IN 46032
Preparer
Angela N Crawford CPA
Phone
3178488920
Raw XML Appendix325 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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IRS990/BooksInCareOfDetail/USAddress/CityNm0CARMEL
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IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/PersonNm0STEPHANIE DY
IRS990/Form990PartVIISectionAGrp/PersonNm1ALYSSA URBAN
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IRS990/Form990PartVIISectionAGrp/PersonNm3TERRI NEAL
IRS990/Form990PartVIISectionAGrp/PersonNm4JELIESE COLMENARES
IRS990/Form990PartVIISectionAGrp/PersonNm5LAKEESHA SELVARATNAM
IRS990/Form990PartVIISectionAGrp/PersonNm6SYDNEY INANA
IRS990/Form990PartVIISectionAGrp/PersonNm7ABIGAIL YOUNG
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP OF MEMBER INTEGRITY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP OF RECRUITMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP OF EVENT MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP OF DEIA
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP OF PHILANTHROPY AND SERVICE
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP OF NEW MEMBER EXPERIENCE
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP OF INTERNAL OPERATIONS
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IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS WHICH ELECT THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S MEMBERSHIP ELECT THE CHAPTER'S GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 WILL BE REVIEWED BY THE VICE PRESIDENT OF FINANCE AND THE ORGANIZATION'S FINANCIAL ADVISOR PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION REQUIRES ANNUAL CONFLICT FORMS TO BE SIGNED AND THEN REVIEWS THOSE FORMS FOR COMPLETENESS AND POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt062434
IRS990/TotalAssetsEOYAmt054991
IRS990/TotalAssetsGrp/BOYAmt062434
IRS990/TotalAssetsGrp/EOYAmt054991
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03014
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0236611
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt062434
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt054991
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0226154
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0226154
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0229168
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt062434
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt054991
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt033
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0695 PRO-MED LANE 300
IRS990/USAddress/CityNm0CARMEL
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd0460325323
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAE LOCKARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum03178723275
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA KAPPA SORORITY EPSILON TAU
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0952997868
ReturnHeader/Filer/PhoneNum03178723275
ReturnHeader/Filer/USAddress/AddressLine1Txt0695 PRO-MED LANE 300
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0460325323
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02025-09-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA N CRAWFORD CPA
ReturnHeader/ReturnTs02025-10-01T19:22:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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