Civic Intelligence

Kappa Lambda of Chi Omega Fraterniy University of California San Diego

990EZ • Fiscal year 2021 • EIN 33-0454163

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 13, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

14th percentile

-25%

Higher net margin than 14% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

19th percentile

-13%

Faster asset growth than 19% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-61%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$69,142

Down $10,005 (-13%) from 2020

Net Assets

Down

$69,142

Down $10,005 (-13%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$39,884

Down $62,409 (-61%) from 2020

Expenses

Down

$49,889

Down $46,428 (-48%) from 2020

Net Income

Down

-$10,005

Down $15,981 (-267%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$69,142
Liabilities-
Net Assets$69,142

Operations Trend

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

2021

Revenue$39,884
Expenses$49,889
Net Income-$10,005
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 13, 2021
Return Version
2020v4.0
Gross Receipts
$39,884
Mission and Program Overview

Mission

Social Organization

Program Services

DescriptionGrantsExpenses
The Organization held events to encourage donations to the Make a Wish Foundation and the Chi Omega Foundation--
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tara Tripathi SarkarPresidentPT$0--
Tevykah PouvVice President-$0--
Jordan ArbayoTreasurer-$0--
Ashlynn WaggenerSecretary-$0--
Blythe Rinehart-PimentelMember Educator-$0--
Destiny SanchezCampus Act. Director-$0--
Angie VerdinRecruitment CHA-$0--
Rhine ChanRecruitment CHA-$0--
Kylie HeimanPanhellenic Del-$0--
Michelle HibbsPersonnel Chair-$0--
Toby DizonDirector Of Program-$0--
Lisa HowardCAR. And Pd Director-$0--
Isabella StoryCOM Svc Director-$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
Jordan Arbayo
Title
Treasurer
Signed
2021-09-13
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: $8860

Other Expenses.1

National Dues $26794

Other Expenses.2

Merchandise $2812

Other Expenses.3

Officer Expense/Training $2032

Other Expenses.4

Panhellenic $1445

Other Expenses.5

Credit Card/Banking Fees $1303

Other Expenses.6

Member Education $1066

Other Expenses.7

Recruitment $477

Other Expenses.8

Sisterhood $373

Other Expenses.9

Other $244

Other Expenses.10

Friendship/Social $59

Raw XML Appendix170 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036605
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Make A Wish Foundation | Donee's Address: 1702 E. Highland, Suite 400 Phoenix AZ 85016 | Cash Amount Given: $8860
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1National Dues $26794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Merchandise $2812
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Officer Expense/Training $2032
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Panhellenic $1445
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Credit Card/Banking Fees $1303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Member Education $1066
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Recruitment $477
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Sisterhood $373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Other $244
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Friendship/Social $59
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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jordan Arbayo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-13
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/ReturnTs02021-09-17T10:03:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jordan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Arbayo
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings