Civic Intelligence

Kappa Lambda of Chi Omega Fraterniy University of California San Diego

990EZ • Fiscal year 2019 • EIN 33-0454163

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 20, 2019

Organization Profileucsd.chiomega.com
3718 Ruette San RaphaelSan Diego, CA 92130

(650) 532-4018

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

84th percentile

20%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Asset Growth

36th percentile

-2.9%

Faster asset growth than 36% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2019

Revenue Growth

25th percentile

-11%

Faster revenue growth than 25% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$73,171

Down $6,674 (-8.4%) from 2016

Net Assets

Down

$73,171

Down $6,674 (-8.4%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin84th percentile

Revenue

Down

$126,116

Down $52,511 (-29%) from 2016

Expenses

Down

$100,721

Down $68,771 (-41%) from 2016

Net Income

Up

$25,395

Up $16,260 (+178%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2019

Assets$73,171
Liabilities-
Net Assets$73,171
Open 2019 Filing

Operations Trend

Revenue Growth25th 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

2019

Revenue$126,116
Expenses$100,721
Net Income$25,395
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 20, 2019
Return Version
2018v3.1
Gross Receipts
$126,116
Mission and Program Overview

Mission

Social Organization

Program Services

DescriptionGrantsExpenses
The Organization planned numerous events attended by all members and their guests. Events included formal parties, informal parties and social exchanges with other groups on campus. Events encourage social interaction between members and continued membership with the Organization.--
Purchased clothing to be worn by members. Member wearing Chi Omega branded clothing markets the Organization to potential new member who attend the University. The waring of branded attire also encourages non members to inquire about membership with the Organization.--
Members of the Executive Board attend a Conference off site to obtain training fortheir positions. The training teaches the Officers how to manage the Organization and provides them with networking opportunities as they meet other members from other Chi Omega Chapters in their region.--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah MurphyPresidentPT$0--
Rachel SiretskiyVice President-$0--
Audrey MorelandTreasurer-$0--
Audrey KimSecretary-$0--
Hailey HurstNew Member Ed-$0--
Montana TaylorSocial Chair-$0--
Beverly CastilloRecruitment Rel-$0--
Tricia DuttonRecruitment Ops-$0--
Rachel HungerfordPanhellenic Del-$0--
Maria McCavitt-MalvidoPersonnel Chair-$0--
McKenna ThompsonDirector Of Program-$0--
Filing and Contact Details

Filer

Filer Name
Kappa Lambda of Chi Omega Fraternity
EIN
33-0454163
Phone
6505324018
Address
3718 Ruette San Raphael, San Diego, CA 92130

Signing Officer

Name
Audrey Moreland
Title
Treasurer
Signed
2019-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Sorority Solutions Inc
Address
11708 GREEN ROAD, WILTON, CA 95693
Preparer
Julie Sportelli
Phone
9166877700
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Friendship/Social $28854”

Other Expenses.2

“National Dues $22713”

Other Expenses.3

“Merchandise $11439”

Other Expenses.4

“National Meetings $6994”

Other Expenses.5

“Officer Expense/Training $6797”

Other Expenses.6

“Member Education $5091”

Other Expenses.7

“Recruitment $4583”

Other Expenses.8

“Credit Card/Banking Fees $4019”

Other Expenses.9

“Panhellenic $3611”

Other Expenses.10

“Campus Activities $3556”

Other Expenses.11

“Sisterhood $1732”

Other Expenses.12

“Community Service $1721”

Other Expenses.13

“Personnel/Gifts $1610”

Other Expenses.14

“Career Development $713”

Other Expenses.15

“Other $-3757”

Raw XML Appendix162 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/PhoneNum09162439323
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04017 Camino Lindo
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092122
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047755
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sarah Murphy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rachel Siretskiy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Audrey Moreland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Audrey Kim
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Hailey Hurst
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Montana Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Beverly Castillo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Tricia Dutton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Rachel Hungerford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Maria McCavitt-Malvido
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10McKenna Thompson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4New Member Ed
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Social Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Recruitment Rel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Recruitment Ops
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Panhellenic Del
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Personnel Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Dir. of Program
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt021
IRS990EZ/OtherExpensesTotalAmt099676
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Social Organization
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Organization planned numerous events attended by all members and their guests. Events included formal parties, informal parties and social exchanges with other groups on campus. Events encourage social interaction between members and continued membership with the Organization.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Purchased clothing to be worn by members. Member wearing Chi Omega branded clothing markets the Organization to potential new member who attend the University. The waring of branded attire also encourages non members to inquire about membership with the Organization.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Members of the Executive Board attend a Conference off site to obtain training fortheir positions. The training teaches the Officers how to manage the Organization and provides them with networking opportunities as they meet other members from other Chi Omega Chapters in their region.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0100721
IRS990EZ/TotalRevenueAmt0126116
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://ucsd.chiomega.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Friendship/Social $28854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1National Dues $22713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Merchandise $11439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3National Meetings $6994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Officer Expense/Training $6797
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Member Education $5091
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Recruitment $4583
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Credit Card/Banking Fees $4019
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Panhellenic $3611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Campus Activities $3556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Sisterhood $1732
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Community Service $1721
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Personnel/Gifts $1610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Career Development $713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Other $-3757
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Audrey Moreland
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kappa Lambda of Chi Omega Fraternity
ReturnHeader/Filer/BusinessNameControlTxt0KAPP
ReturnHeader/Filer/EIN0330454163
ReturnHeader/Filer/PhoneNum06505324018
ReturnHeader/Filer/USAddress/AddressLine1Txt03718 Ruette San Raphael
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092130
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262848481
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SORORITY SOLUTIONS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011708 GREEN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095693
ReturnHeader/PreparerPersonGrp/PhoneNum09166877700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE SPORTELLI
ReturnHeader/ReturnTs02019-10-21T15:22:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,171
Liabilities
-
Net assets
$73,171
Revenue
$126,116
Expenses
$100,721
Net income
$25,395
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)7 • <$500k nonprofits