Civic Intelligence

Kappa Lambda of Chi Omega Fraterniy University of California San Diego

990EZ • Fiscal year 2020 • EIN 33-0454163

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 05, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

56th percentile

5.8%

Higher net margin than 56% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

65th percentile

8.2%

Faster asset growth than 65% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

44th percentile

-19%

Faster revenue growth than 44% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$79,147

Up $5,976 (+8.2%) from 2019

Net Assets

Up

$79,147

Up $5,976 (+8.2%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin56th percentile

Revenue

Down

$102,293

Down $23,823 (-19%) from 2019

Expenses

Down

$96,317

Down $4,404 (-4.4%) from 2019

Net Income

Down

$5,976

Down $19,419 (-76%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2020

Assets$79,147
Liabilities-
Net Assets$79,147
Open 2020 Filing

Operations Trend

Revenue Growth44th 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

2020

Revenue$102,293
Expenses$96,317
Net Income$5,976
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 5, 2020
Return Version
2019v5.0
Gross Receipts
$102,293
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 wearing of branded attire also encourages non members to inquire about membership with the Organization.--
The Organization held numerous events and activities to educate new members about the history of Chi Omega and transition them into an active, initiated members. Events geared towards new members encourages them to remain a part of the Organization and promotes bonds between all members.--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel HungerfordPresidentPT$0--
Michelle LinVice President-$0--
Kayla IgeTreasurer-$0--
Mariana Tzunun PalomoSecretary-$0--
Callie BurnsNew Member Ed-$0--
Nicole MarcusSocial Chair-$0--
Rose HawareeRecruitment Rel-$0--
Ashlynn WaggenerRecruitment Ops-$0--
Tara Tripthi SarkarPanhellenic Del-$0--
Ipek Su TaluPersonnel Chair-$0--
Jenna MorrisDirector 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
Kayla Ige
Title
Treasurer
Signed
2020-10-05
Discuss with paid preparer
Yes

Preparer

Firm
Sorority Solutions Inc
Address
9717 Elk Grove Florin Rd, Elk Grove, CA 95624
Preparer
Julie Sportelli
Phone
9166877700
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.3

“| Donee's Name: Make A Wish Foundation | Donee's Address: 1702 E. Highland, Suite 400 Phoenix AZ 85016 | Cash Amount Given: $8836”

Other Expenses.1

“National Dues $22498”

Other Expenses.2

“Friendship/Social $16671”

Other Expenses.3

“Merchandise $15514”

Other Expenses.4

“Member Education $5860”

Other Expenses.5

“Officer Expense/Training $5261”

Other Expenses.6

“Campus Activities $5029”

Other Expenses.7

“National Meetings $4787”

Other Expenses.8

“Recruitment $3681”

Other Expenses.9

“Panhellenic $2348”

Other Expenses.10

“Credit Card/Banking Fees $2269”

Other Expenses.11

“Sisterhood $1862”

Other Expenses.12

“Other $840”

Other Expenses.13

“Community Service $206”

Other Expenses.14

“Career Development $115”

Raw XML Appendix164 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0La Jolla
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0920930078
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rachel Hungerford
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mariana Tzunun Palomo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Callie Burns
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Nicole Marcus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Rose Hawaree
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Ashlynn Waggener
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Tara Tripthi Sarkar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Ipek Su Talu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Jenna Morris
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/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt086941
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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 wearing of branded attire also encourages non members to inquire about membership with the Organization.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The Organization held numerous events and activities to educate new members about the history of Chi Omega and transition them into an active, initiated members. Events geared towards new members encourages them to remain a part of the Organization and promotes bonds between all members.
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://ucsd.chiomega.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Make A Wish Foundation | Donee's Address: 1702 E. Highland, Suite 400 Phoenix AZ 85016 | Cash Amount Given: $8836
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1National Dues $22498
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Friendship/Social $16671
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Merchandise $15514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Member Education $5860
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Officer Expense/Training $5261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Campus Activities $5029
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7National Meetings $4787
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Recruitment $3681
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Panhellenic $2348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Credit Card/Banking Fees $2269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Sisterhood $1862
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Other $840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Community Service $206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Career Development $115
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kayla Ige
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-05
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/AddressLine1Txt09717 Elk Grove Florin Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Elk Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095624
ReturnHeader/PreparerPersonGrp/PhoneNum09166877700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE SPORTELLI
ReturnHeader/ReturnTs02020-10-09T11:30:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,147
Liabilities
-
Net assets
$79,147
Revenue
$102,293
Expenses
$96,317
Net income
$5,976
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