2024-06-17T08:35:07-05:00 2023-07-31 440160260 FORVIS MAZARS LLP 1715 AARON BRENNER DR SUITE 701 MEMPHIS TN 38120 990 2022-08-01 440500006 KAPPA DELTA SORORITY INCORPORATED KAPP 9017481897 3205 PLAYERS LANE MEMPHIS TN 38125 MARGARET WAPLES EXECUTIVE DIRECTOR 9017481897 2024-06-07 1 MARGARET WAPLES 999009999 1 LAKRISHA J CASTLEBERRY P01677333 9017613000 2024-06-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARGARET WAPLES 3205 PLAYERS LANE MEMPHIS TN 38125 10229797 0 X WWW.KAPPADELTA.ORG X 1897 VA KAPPA DELTA SORORITY IS A NATIONAL ORGANIZATION FOR WOMEN. THE SORORITY IS COMMITTED TO PROVIDING EXPERIENCES THAT BUILD CONFIDENCE IN OUR MEMBERS AND INSPIRE THEM TO ACTION THROUGH THE POWER OF LIFELONG FRIENDSHIP. 6 6 67 179 2597141 0 5806531 6125461 576751 1060113 1560046 2185079 647371 492468 8590699 9863121 0 0 0 0 2916397 3584371 0 0 0 3513857 4993017 6430254 8577388 2160445 1285733 70333068 74447105 8415884 10046515 61917184 64400590 KAPPA DELTA SORORITY IS A NATIONAL ORGANIZATION FOR WOMEN. THE SORORITY IS COMMITTED TO PROVIDING EXPERIENCES THAT BUILD CONFIDENCE IN OUR MEMBERS AND INSPIRE THEM TO ACTION THROUGH THE POWER OF LIFELONG FRIENDSHIP. 0 0 CHAPTER SERVICES: THE SORORITY PROVIDES SERVICES TO ITS CHAPTERS INCLUDING REGULAR STAFF VISITS AND CALLS, PUBLICATIONS AND RESOURCES, OVERSIGHT, AND GUIDANCE. ALUMNAE SERVICES: THE SORORITY PROVIDES SERVICES TO APPROXIMATELY 170 ALUMNAE ASSOCIATIONS PRIMARILY THROUGH THE MAINTENANCE AND UPDATING OF MEMBERSHIP RECORDS. MEMBERSHIP PUBLICATION: THE SORORITY PUBLISHES A MEMBERSHIP PUBLICATION WHICH CONTAINS BOTH EDUCATIONAL AND SORORITY SPECIFIC INFORMATION. APPROXIMATELY 199,000 MEMBERS RECEIVE THE PUBLICATION. 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 72 0 1 67 1 1 1 0 0 0 1 1 1391912 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X JOELLE SHEARIN 9017481897 3205 PLAYERS LANE MEMPHIS TN 38125 SUSAN STOCTON NATIONAL PRESIDENT 10.00 2.00 X 1000 0 0 EMILY FEINSTEIN NATIONAL VICE PRESIDENT 10.00 X 1300 0 0 JULIE WENDELL NATIONAL VICE PRESIDENT - COLLEGIANS 10.00 2.00 X 0 0 0 LAURA BETH MCKEW NATIONAL VICE PRESIDENT - MEMBERSHIP 10.00 X 1100 0 0 RHONDA GIEDT NATIONAL VICE PRESIDENT - ALUMNAE 10.00 X 0 0 0 SARAH DUBBERT NATIONAL VICE PRESIDENT - FINANCE 10.00 2.00 X 600 0 0 MARGARET WAPLES EXECUTIVE DIRECTOR 37.50 5.00 X 264006 0 4827 JOELLE SHEARIN DIRECTOR OF FINANCE 37.50 5.00 X 159861 0 14575 TYLYNNDIA FLOWERS DIRECTOR OF CHAPTER HOUSING 37.50 X 157677 0 13080 KATHARINE KLUNK DIRECTOR OF BUSINESS TECHNOLOGY 37.50 X 127678 0 13351 ERIN HEATHER MATTHEWS DIRECTOR OF MARKETING/COMMUNICATIONS 37.50 X 125738 0 5675 838960 0 51508 5 0 1 0 0 5749096 321840 54525 6125461 INTEREST ON HOUSING LOANS 900099 368001 368001 CONVENTION REVENUE 900099 322959 322959 CHAPTER FEES 900099 272738 272738 ANGELOS REVENUE 900099 96415 96415 1060113 1526101 1526101 399007 399007 672033 0 13055 672033 -13055 658978 -13055 672033 447007 353621 93386 93386 MISCELLANEOUS 900099 75 75 75 9863121 1140519 2597141 0 443269 2639404 80953 181550 239195 72631 46285 95386 183656 609970 612250 999611 297589 1181909 38536 427500 387933 CONTRIBUTIONS TO CHARIT 39761 8577388 2341410 2960869 508035 509533 141159 16603406 15857100 12284 12952 193953 235271 6281909 3594966 2945810 2686943 47478298 50249851 248374 1794925 70333068 74447105 1550503 1430957 0 235962 6865381 8379596 8415884 10046515 X 61917184 64400590 0 61917184 64400590 70333068 74447105 1285733 1197673 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 885657 885657 4511306 3046406 1464900 881410 548560 332850 3536 3536 2686943 CHAPTER DEPOSITS 8352763 401K PAYABLE 13520 LEASE LIABILITY - OPERATING LEASE 13313 8379596 X PART X, LINE 2: THE SORORITY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(7) OF THE U.S. INTERNAL REVENUE CODE. HOWEVER, INCOME NOT DIRECTLY RELATED TO THE SORORITY'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE SORORITY HAS DETERMINED IT DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS AS OF JULY 31, 2023, AND THERE ARE NO INTEREST AND PENALTIES RELATED TO INCOME TAX ASSESSMENTS. 0 0 0 MARGARET WAPLES EXECUTIVE DIRECTOR 264006 0 0 0 0 0 4788 0 39 0 268833 0 0 0 JOELLE SHEARIN DIRECTOR OF FINANCE 159861 0 0 0 0 0 5060 0 9515 0 174436 0 0 0 TYLYNNDIA FLOWERS DIRECTOR OF CHAPTER HOUSING 157677 0 0 0 0 0 3565 0 9515 0 170757 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE VICE PRESIDENT FINANCE/TREASURER AND PROVIDED TO THE NATIONAL COUNCIL PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURES ARE REQUIRED FOR ALL NEW EMPLOYEES/OFFICERS. ANNUALLY, ALL CURRENT EMPLOYEES/OFFICERS ARE REQUIRED TO UPDATE THE DISCLOSURES. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR REVIEWS ANNUAL PERFORMANCE APPRAISALS FOR THE KEY EMPLOYEES. THE NATIONAL COUNCIL REVIEWS AND APPROVES THE TOTAL COMPENSATION BUDGET FOR THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C: THE ENTITY'S NATIONAL COUNCIL ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. NAUTILUS MANAGEMENT INC 3205 PLAYERS LANE MEMPHIS TN 38125 833203001 HOUSING MANAGEMENT IN 501(C)(7) N/A KAPPA DELTA SORORITY INCORPORATED 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 NAUTILUS MANAGEMENT INC (LOANS) D 13881272 FMV