Civic Intelligence

Kappa Lambda of Chi Omega Fraterniy University of California San Diego

990EZ • Fiscal year 2016 • EIN 33-0454163

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 10, 2017

Organization ProfileWWW.UCSDCHIOMEGA.COM
Price Center 0077 Box F24LA Jolla, CA 92093-0077

(858) 735-0714

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.00x

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.00x

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

56th percentile

5.1%

Higher net margin than 56% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

23%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$79,845

Up $9,135 (+13%) from 2015

Net Assets

Up

$79,845

Up $9,135 (+13%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin56th percentile

Revenue

Up

$178,627

Up $33,963 (+23%) from 2015

Expenses

Up

$169,492

Up $32,218 (+23%) from 2015

Net Income

Up

$9,135

Up $1,745 (+24%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2012: $44,233Net Assets 2012: $44,2332012Assets 2013: $49,768Net Assets 2013: $49,7682013Assets 2014: $63,320Net Assets 2014: $63,3202014Assets 2015: $70,710Liabilities 2015: $0Net Assets 2015: $70,7102015Assets 2016: $79,845Liabilities 2016: $0Net Assets 2016: $79,8452016Assets 2019: $73,171Net Assets 2019: $73,1712019Assets 2020: $79,147Net Assets 2020: $79,1472020Assets 2021: $69,142Net Assets 2021: $69,1422021Assets 2022: $56,662Net Assets 2022: $56,6622022Assets 2023: $59,749Net Assets 2023: $59,7492023Assets 2024: $68,138Net Assets 2024: $68,1382024Assets 2025: $75,735Liabilities 2025: $0Net Assets 2025: $75,7352025

Highlighted filing

2016

Assets$79,845
Liabilities$0
Net Assets$79,845
Open 2016 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2012: $132,070Expenses 2012: $123,911Net Income 2012: $8,1592012Revenue 2013: $120,957Expenses 2013: $115,422Net Income 2013: $5,5352013Revenue 2014: $137,381Expenses 2014: $123,829Net Income 2014: $13,5522014Revenue 2015: $144,664Expenses 2015: $137,274Net Income 2015: $7,3902015Revenue 2016: $178,627Expenses 2016: $169,492Net Income 2016: $9,1352016Revenue 2019: $126,116Expenses 2019: $100,721Net Income 2019: $25,3952019Revenue 2020: $102,293Expenses 2020: $96,317Net Income 2020: $5,9762020Revenue 2021: $39,884Expenses 2021: $49,889Net Income 2021: -$10,0052021Revenue 2022: $123,889Expenses 2022: $136,369Net Income 2022: -$12,4802022Revenue 2023: $126,888Expenses 2023: $123,877Net Income 2023: $3,0112023Revenue 2024: $157,543Expenses 2024: $149,154Net Income 2024: $8,3892024Revenue 2025: $200,769Expenses 2025: $193,172Net Income 2025: $7,5972025

Highlighted filing

2016

Revenue$178,627
Expenses$169,492
Net Income$9,135
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 10, 2017
Return Version
2015v3.0
Gross Receipts
$178,627
Mission and Program Overview

Mission

Social Organization

National college sorority

Program Services

DescriptionGrantsExpenses
THROUGH ITS ALLIANCE WITH THE MAKE-A-WISH FOUNDATION BY CONTRIBUTING HOURS OF VOLUNTEER TIME CHI OMEGA HELPED RAISE 16000 FOR THE FOUNDATION--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MORGAN KUWASHIMAPresidentPT$0--
ORR MELTZERVice PresidentPT$0--
HALEY SAWAMURASecretaryPT$0--
ESTHER KOZAKEVICHTreasurerPT$0--
ANDREA AVILANew Member EducatorPT$0--
KATIA LOPES GILBERTRecruitmentPT$0--
KARLEE HUNTERStandardsPT$0--
PERRIS NAVARROPahellenicPT$0--
JESSICA WUSocialPT$0--
AMBER GUISCHARDDirector Of ProgrammingPT$0--
Filing and Contact Details

Filer

Filer Name
Kappa Lambda of Chi Omega Fraternity
EIN
33-0454163
Address
PRICE CENTER 0077 BOX F24, LA JOLLA, CA 92093-0077

Signing Officer

Name
Esther Kozakevich
Title
Treasurer
Phone
8587350714
Signed
2017-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Daniel P Balley CPA Pc
Address
9449 Balboa Avenue Suite 310, San Diego, CA 92123
Preparer
Daniel Balley
Phone
2146750691
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountCAMPUS ACTIVITIES 244CAREER DEVELOPMENT 139CHAPTER MERCHANDISE 15,192COMMUNITY SERVICE 1,741CONFERENCES, CONVENTIONS, MEETINGS 5,350MEMBER ADMINISTRATION 3,537NATL CHAPTER DUES 24,444NEW MEMBER EDUCATION 2,507RECRUITMENT 4,026SCHOLARSHIP 348SISTERHOOD 8,472SPECIAL EVENTS 58,754CHAPTER DONATIONS 11,654”

Raw XML Appendix152 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/AddressLine1Txt0PRICE CENTER 0077 BOX F24
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA JOLLA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0920930077
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt070710
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IRS990EZ/ContributionsGiftsGrantsEtcAmt014330
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09135
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011455
IRS990EZ/FiledScheduleAInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt079845
IRS990EZ/GrossReceiptsAmt0178627
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0164297
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt070710
IRS990EZ/NetAssetsOrFundBalancesEOYAmt079845
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt079845
IRS990EZ/OccupancyRentUtltsAndMaintAmt021629
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MORGAN KUWASHIMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ORR MELTZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HALEY SAWAMURA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ESTHER KOZAKEVICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANDREA AVILA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATIA LOPES GILBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KARLEE HUNTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PERRIS NAVARRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JESSICA WU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9AMBER GUISCHARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4NEW MEMBER EDUCATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECRUITMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6STANDARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PAHELLENIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SOCIAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR OF PROGRAMMING
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0136408
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0NATIONAL COLLEGE SORORITY
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0169492
IRS990EZ/TotalRevenueAmt0178627
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UCSDCHIOMEGA.COM
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountCAMPUS ACTIVITIES 244CAREER DEVELOPMENT 139CHAPTER MERCHANDISE 15,192COMMUNITY SERVICE 1,741CONFERENCES, CONVENTIONS, MEETINGS 5,350MEMBER ADMINISTRATION 3,537NATL CHAPTER DUES 24,444NEW MEMBER EDUCATION 2,507RECRUITMENT 4,026SCHOLARSHIP 348SISTERHOOD 8,472SPECIAL EVENTS 58,754CHAPTER DONATIONS 11,654
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ESTHER KOZAKEVICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08587350714
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPPA LAMBDA OF CHI OMEGA FRATERNITY
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0330454163
ReturnHeader/Filer/USAddress/AddressLine1Txt0PRICE CENTER 0077 BOX F24
ReturnHeader/Filer/USAddress/CityNm0LA JOLLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0920930077
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262350339
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANIEL P BALLEY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09449 Balboa Avenue Suite 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092123
ReturnHeader/PreparerPersonGrp/PhoneNum02146750691
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel Balley
ReturnHeader/ReturnTs02017-02-10T10:44:57-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,845
Liabilities
$0
Net assets
$79,845
Revenue
$178,627
Expenses
$169,492
Net income
$9,135
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$2.01$1.93$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.68$0.68$1.58$1.49$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.60$0.60$1.27$1.24$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.57$1.24$1.36$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.40$0.50$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.79$1.02$0.96$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.73$1.26$1.01$0.25
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$1.79$1.69$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$1.45$1.37$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.63$1.37$1.24$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.50$1.21$1.15$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.44$1.32$1.24$0.08