2026-01-14T08:47:33-06:00 2025-07-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2024-08-01 440500006 KAPPA DELTA SORORITY INCORPORATED KAPP 9017481897 3205 PLAYERS LANE MEMPHIS TN 38125 MARGARET WAPLES EXECUTIVE DIRECTOR 9017481897 2026-01-14 1 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2026-01-13 2024 2025-03-06 01:10:19Z MARGARET WAPLES 3205 PLAYERS LANE MEMPHIS TN 38125 22530527 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 63 161 3003959 0 6858919 367011 718131 7765923 2319313 2428769 536674 926132 10433037 11487835 0 0 0 0 3636488 3817849 0 0 0 3575848 4828251 7212336 8646100 3220701 2841735 59586343 63284162 10664825 10467082 48921518 52817080 X KAPPA DELTA SORORITY IS A NATIONAL ORGANIZATION FOR WOMEN COMMITTED TO ENCOURAGING MEMBERS TO LIVE WITH INTEGRITY AND HONOR IN THE BONDS OF LIFELONG FRIENDSHIP; BUILDING CONFIDENCE IN MEMBERS TO EXCEL IN COLLEGE AND THROUGHOUT THEIR LIVES; INSPIRING MEMBERS TO BE ACTIVE LEADERS, RESPONSIBLE CITIZENS AND ENGAGED MEMBERS OF THE COMMUNITY; AND PROVIDING OPPORTUNITIES AND EXPERIENCES THAT FOSTER PERSONAL AND PROFESSIONAL GROWTH FOR A LIFETIME. 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 169 ALUMNAE ASSOCIATIONS PRIMIARLY 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 201,000 MEMBERS RECIEVE THE PUBLICATION. 0 1 0 0 0 0 0 0 0 1 0 0 1 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 1 1 0 1 24 0 1 63 1 1 1 0 0 0 1 1 1738199 0 0 0 0 X 6 6 0 0 0 0 1 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 STOCKTON NATIONAL PRESIDENT 10.00 2.00 X X 1200 0 0 EMILY FEINSTEIN NATIONAL VICE PRESIDENT 10.00 X X 1200 0 0 JULIE WENDELL NATIONAL VICE PRESIDENT- COLLEGIANS 10.00 2.00 X X 1200 0 0 LAURA BETH MCKEW NATIONAL VICE PRESIDENT- MEMBERSHIP 10.00 X X 1200 0 0 JENNIFER BRUNSON BEG 625 NATIONAL VICE PRESIDENT- ALUMNAE 10.00 X X 0 0 0 ELIZABETH FUCHS BEG 625 NATIONAL VICE PRESIDENT - FINANCE 10.00 2.00 X X 0 0 0 RHONDA GIEDT END 625 NATIONAL VICE PRESIDENT- ALUMNAE 10.00 X X 1200 0 0 SARAH DUBBERT END 625 NATIONAL VICE PRESIDENT - FINANCE 10.00 2.00 X X 1200 0 0 MARGARET WAPLES EXECUTIVE DIRECTOR 37.50 5.00 X 265953 0 8573 JOELLE SHEARIN DIRECTOR OF FINANCE 37.50 12.00 X 175882 0 12916 EMILY ESCOBOSA DIRECTOR OF MEMBER EXPERIENCE 40.00 X 107825 0 14027 KATHARINE KLUNK DIRECTOR OF BUSINESS TECHNOLOGY & ARHITECTURE 40.00 X 140868 0 16115 ERIN HEATHER MATTHEWS DIRECTOR OF MARKETING & COMMUNICATIONS 40.00 X 169223 0 17528 TYLYNNDIA FLOWERS DIRECTOR OF CHAPTER HOUSING 40.00 X 174245 0 16238 CHRISTINE WORKMAN DIRECTOR OF COLLEGIATE EXPERIENCE 40.00 X 109590 0 15738 1150786 0 101135 7 0 1 0 ROYLE PRINTING 745 S BIRD ST SUN PRAIRIE WI 53590 PRINTING 407387 CHAPTERSPOT 5435 CORPORATE DRIVE SUITE 300 TROY MI 48098 CONSULTING 137810 2 367011 367011 MEMBERSHIP DUES 900099 6835993 6835993 CONVENTION & LEADERSHIP CONFERENC 900099 609260 609260 INTEREST ON CHAPTER LOANS 900099 303170 303170 OTHER MEMBER REVENUE 900099 17500 17500 7765923 1055681 1055681 480494 480494 11637925 10264837 1373088 1373088 1373088 1128797 777855 350942 350942 ADVERTISING INCOME 900099 94696 94696 94696 11487835 8116865 3003959 0 524755 2684973 97104 230375 280642 62222 39024 88465 437779 116233 583831 423517 172138 1358997 149721 341900 458504 BAD DEBT 387994 DEVELOPMENT AND EDUCATI 160856 RECOGNITION & AWARDS 27605 OTHER EXPENSES 19465 8646100 646 6228121 3714710 254170 350951 12673389 17937186 10954 8799 295381 458964 6373341 4248262 2429830 2125079 31238289 31453086 6456209 7234741 59586343 63284162 765807 598627 609685 157865 9289333 9710590 10664825 10467082 X 48921518 52817080 48921518 52817080 59586343 63284162 2841735 1053827 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 885657 885657 4511306 3432637 1078669 976378 815625 160753 2125079 DUE FROM KAPPA DELTA FOUNDATION 485943 DUE FROM NAUTILUS 6747487 RIGHT OF USE ASSET 1311 7234741 OPERATING LEASE LIABILITIES 1463 CHAPTER DEPOSITS 9709127 9710590 X PART X, LINE 2: FOOTNOTE TO THE CONSOLIDATED FINANCIAL STATEMENTS: THE SORORITY AND NAUTILUS ARE EACH ORGANIZED AS NOT-FOR-PROFIT CORPORATIONS THAT ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(7) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAW. THE EXEMPTION IS ON ALL INCOME EXCEPT UNRELATED BUSINESS INCOME. AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION IS ANY TRADE OR BUSINESS WHICH IS NOT SUBSTANTIALLY RELATED TO THE EXERCISE OR PERFORMANCE OF ITS EXEMPT PURPOSE. INCOME EARNED FROM NON-MEMBERS IS RECOGNIZED AS UNRELATED BUSINESS INCOME TO THE EXTENT SUCH INCOME IS NOT SET ASIDE FOR CHARITABLE AND EDUCATIONAL PURPOSES. INCOME THAT IS PROPERLY SET ASIDE MUST BE USED FOR THE QUALIFYING PURPOSES OUTLINED IN THE SET ASIDE RESOLUTION. THE OUTSTANDING BALANCE OF FUNDS SET ASIDE AS OF JULY 31, 2025 WAS $4,648,939. THE ACTIVITIES OF NAUTILUS INCLUDE THE ACTIVITIES OF ITS SINGLE MEMBER LLCS (NOTE 1), WHICH ARE EXEMPT AS PROGRAMS UNDER NAUTILUS NOT-FOR-PROFIT EXEMPTION AND ARE INCLUDED IN THE INCOME TAX FILINGS OF NAUTILUS. THE EXEMPTION IS ON ALL INCOME EXCEPT UNRELATED BUSINESS INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF JULY 31, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH JULY 31, 2024. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). X X X 0 0 0 MARGARET WAPLES EXECUTIVE DIRECTOR 240953 0 25000 0 0 0 8528 0 45 0 274526 0 0 0 TYLYNNDIA FLOWERS DIRECTOR OF CHAPTER HOUSING 174245 0 0 0 0 0 5221 0 11017 0 190483 0 0 0 JOELLE SHEARIN DIRECTOR OF FINANCE 158722 0 17160 0 0 0 7436 0 5480 0 188798 0 0 0 ERIN HEATHER MATTHEWS DIRECTOR OF MARKETING & COMMUNICATIO 169223 0 0 0 0 0 6511 0 11017 0 186751 0 0 0 KATHARINE KLUNK DIRECTOR OF BUSINESS TECHNOLOGY & AR 140868 0 0 0 0 0 5098 0 11017 0 156983 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF KAPPA DELTA IS OPEN TO WOMEN ONLY. THERE ARE TWO CLASSES OF MEMBERSHIP: COLLEGIATE MEMBERS AND ALUMNAE MEMBERS. COLLEGIATE MEMBERS MUST BE A MATRICULATE OF THE UNIVERSITY OR COLLEGE AT WHICH SHE IS BEING PLEDGED AND MAY NOT BE AN INITIATED MEMBER OF ANY OTHER NATIONAL PANHELLENIC CONFERENCE (NPC) SORORITY. ALUMNAE MEMBERS SHALL BE THOSE KAPPA DELTA MEMBERS WHO ARE NO LONGER MEMBERS OF A COLLEGIATE CHAPTER. 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 AND OFFICERS. ANNUALLY, ALL CURRENT EMPLOYEES AND OFFICERS ARE REQUIRED TO UPDATE THE DISCLOSURES. FORM 990, PART VI, SECTION B, LINE 15 THE NATIONAL COUNCIL UTILIZES COMPARABILITY DATA FROM FORM 990S AND COMPENSATION SURVEYS IN DETERMINING EXECUTIVE DIRECTOR COMPENSATION. THE EXECUTIVE DIRECTOR REVIEWS ANNUAL PERFORMANCE APPRAISALS FOR THE KEY EMPLOYEES. THE NATIONAL COUNCIL REVIEWS AND APPROVES THE TOTAL COMPENSATION BUDGET FOR OFFICERS AND THE THE ORGANIZATION AS A WHOLE. 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 XII, LINE 2C: THE ENTITY'S NATIONAL COUNCIL ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. NAUTILUS MANAGEMENT INC 3205 PLAYERS LANE MEMPHIS TN 38125 833203001 HOUSING MANAGEMENT IN 501(C)(7) KAPPA DELTA SORORITY INCORPORATED 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 NAUTILUS MANAGEMENT A 109845 COST NAUTILUS MANAGEMENT O 341614 COST