Civic Intelligence

Sigma Omicron Pi Sorority Student Chapters Inc

EIN 94-3385860 • 501(c)7 • LA Jolla, CA

Profile

To bring together university women in a social sorority for the furtherance of educational & cultural interests and social friendship.

C/O 9450 Gilman Dr 10302LA Jolla, CA 92092

sopi.berkeley.edu/index.html

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

83rd percentile

21%

Higher net margin than 83% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

78th percentile

16%

Faster asset growth than 78% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

79th percentile

23%

Faster revenue growth than 79% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$92,647

Up $13,393 (+17%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$92,647

Up $13,393 (+17%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Up

$151,623

Up $51,489 (+51%) from 2023

Expenses

Up

$119,126

Up $29,979 (+34%) from 2023

Net Income

Up

$32,497

Up $21,510 (+196%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2011: $59,884Liabilities 2011: $02011Assets 2012: $49,147Net Assets 2012: $49,1472012Assets 2013: $59,899Net Assets 2013: $59,8992013Assets 2014: $65,692Net Assets 2014: $65,6922014Assets 2015: $70,659Net Assets 2015: $70,6592015Assets 2016: $81,364Net Assets 2016: $81,3642016Assets 2017: $65,854Net Assets 2017: $65,8542017Assets 2018: $84,459Net Assets 2018: $84,4592018Assets 2019: $55,657Net Assets 2019: $55,6572019Assets 2020: $78,271Net Assets 2020: $78,2712020Assets 2021: $86,772Net Assets 2021: $86,7722021Assets 2022: $68,267Net Assets 2022: $68,2672022Assets 2023: $79,254Net Assets 2023: $79,2542023Assets 2024: $92,647Net Assets 2024: $92,6472024

Highlighted filing

2024

Assets$92,647
Liabilities-
Net Assets$92,647
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $142,214Expenses 2011: $135,057Net Income 2011: $7,1572011Revenue 2012: $142,607Expenses 2012: $153,344Net Income 2012: -$10,7372012Revenue 2013: $160,997Expenses 2013: $150,245Net Income 2013: $10,7522013Revenue 2014: $129,643Expenses 2014: $123,850Net Income 2014: $5,7932014Revenue 2015: $139,413Expenses 2015: $134,446Net Income 2015: $4,9672015Revenue 2016: $144,516Expenses 2016: $133,811Net Income 2016: $10,7052016Revenue 2017: $129,174Expenses 2017: $144,684Net Income 2017: -$15,5102017Revenue 2018: $199,553Expenses 2018: $176,057Net Income 2018: $23,4962018Revenue 2019: $95,815Expenses 2019: $121,502Net Income 2019: -$25,6872019Revenue 2020: $112,512Expenses 2020: $98,479Net Income 2020: $14,0332020Revenue 2021: $108,473Expenses 2021: $99,972Net Income 2021: $8,5012021Revenue 2022: $100,645Expenses 2022: $118,305Net Income 2022: -$17,6602022Revenue 2023: $100,134Expenses 2023: $89,147Net Income 2023: $10,9872023Revenue 2024: $151,623Expenses 2024: $119,126Net Income 2024: $32,4972024

Highlighted filing

2024

Revenue$151,623
Expenses$119,126
Net Income$32,497
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,647
Liabilities
-
Net assets
$92,647
Revenue
$151,623
Expenses
$119,126
Net income
$32,497
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.93$1.52$1.19$0.32
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.79$1.00$0.89$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.68$1.01$1.18$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.87$1.08$1.00$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.78$1.13$0.98$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.96$1.22$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.84$2.00$1.76$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.66$1.29$1.45$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.81$1.45$1.34$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.71$1.39$1.34$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.66$1.30$1.24$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.60$0.60$1.61$1.50$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.49$1.43$1.53$0.11
2011Summary only. Only limited summary data is available for this year.$0.60$0.00$1.42$1.35$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Dec 4, 2025
Return Version
2024v5.2
Gross Receipts
$151,623
Mission and Program Overview

Mission

To bring together university women in a social sorority for the furtherance of educational & cultural interests and social friendship.

Program Services

DescriptionGrantsExpenses
THE STUDENT CHAPTERS HAVE COOPERATED IN GOVERNANCE AND PRODUCED A PLATFORM OF SOCIAL ACTIVITIES THAT MAINTAINS OUR OBJECTIVES OF ACADEMIC &CULTURAL GROWTH, UNITY, FRIENDSHIP, LEADERSHIP, AND COMMUNITY SERVICE.--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NIKKI CHEUNPresidentPT$0--
SHAYLA NGUYENVP SisterhoodPT$0--
JOYCE TONGVP PhilanthropyPT$0--
JOSELYN LIVP External RelationsPT$0--
JOSELYN LITreasurerPT$0--
AMANDA DOANSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Sigma Omicron Pi Sorority Student Chapters Inc
EIN
94-3385860
Phone
9258547598
Address
C/O 9450 GILMAN DR 10302, LA JOLLA, CA 92092

Signing Officer

Name
Jocelyn Li
Title
Treasurer
Phone
9258547598
Signed
2025-12-04
Discuss with paid preparer
Yes

Preparer

Firm
Global Wealth Consulting LLC
Address
9606 TIERRA GRANDE ST 105, SAN DIEGO, CA 92126
Preparer
Daniel Lu
Phone
8586333381
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Bank service charge 1332.”

Form 990EZ, Part I, Line 16

“PERMIT AND FEES 568.”

Form 990EZ, Part I, Line 16

“SUPPLIES 17007.”

Form 990EZ, Part I, Line 16

“Program expense - social act. 34176.”

Form 990EZ, Part I, Line 16

“Program expense - rush 9416.”

Form 990EZ, Part I, Line 16

“Program expense - philantrophy 2972.”

Form 990EZ, Part I, Line 16

“Program expense - icc 27348.”

Form 990EZ, Part I, Line 20

“The 2023 supplies expenditure was under-reported and as a -19104.”

Form 990EZ, Part I, Line 20

“Result tax year 2023 bank ending balance was over-stated”

Raw XML Appendix142 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOCELYN LI
IRS990EZ/BooksInCareOfDetail/PhoneNum09258547598
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09450 GILMAN DR 10302
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA JOLLA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092092
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt079254
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt092647
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt031733
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt032497
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt016315
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt079254
IRS990EZ/Form990TotalAssetsGrp/EOYAmt092647
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0151623
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0119890
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt079254
IRS990EZ/NetAssetsOrFundBalancesEOYAmt092647
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt079254
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt092647
IRS990EZ/OccupancyRentUtltsAndMaintAmt09992
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NIKKI CHEUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHAYLA NGUYEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOYCE TONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSELYN LI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOSELYN LI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AMANDA DOAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP SISTERHOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP PHILANTHROPY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP EXTERNAL RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-19104
IRS990EZ/OtherExpensesTotalAmt092819
IRS990EZ/PrimaryExemptPurposeTxt0TO BRING TOGETHER UNIVERSITY WOMEN IN A SOCIAL SORORITY FOR THE FURTHERANCE OF EDUCATIONAL & CULTURAL INTERESTS AND SOCIAL FRIENDSHIP.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE STUDENT CHAPTERS HAVE COOPERATED IN GOVERNANCE AND PRODUCED A PLATFORM OF SOCIAL ACTIVITIES THAT MAINTAINS OUR OBJECTIVES OF ACADEMIC &CULTURAL GROWTH, UNITY, FRIENDSHIP, LEADERSHIP, AND COMMUNITY SERVICE.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0119126
IRS990EZ/TotalRevenueAmt0151623
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://sopi.berkeley.edu/index.html
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK SERVICE CHARGE 1332.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PERMIT AND FEES 568.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES 17007.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM EXPENSE - SOCIAL ACT. 34176.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM EXPENSE - RUSH 9416.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAM EXPENSE - PHILANTROPHY 2972.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROGRAM EXPENSE - ICC 27348.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE 2023 SUPPLIES EXPENDITURE WAS UNDER-REPORTED AND AS A -19104.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8RESULT TAX YEAR 2023 BANK ENDING BALANCE WAS OVER-STATED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOCELYN LI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09258547598
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIGMA OMICRON PI SORORITY STUDENT CHAPTERS INC
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0943385860
ReturnHeader/Filer/PhoneNum09258547598
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O 9450 GILMAN DR 10302
ReturnHeader/Filer/USAddress/CityNm0LA JOLLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092092
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814631058
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GLOBAL WEALTH CONSULTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09606 TIERRA GRANDE ST 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092126
ReturnHeader/PreparerPersonGrp/PhoneNum08586333381
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL LU
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-12-18T17:42:41-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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