Civic Intelligence

South Orange Co Comm Coll Dist Fac Assoc

EIN 14-1905097 • 501(c)5 • Mission Viejo, CA

Profile

Serve its teacher members

Ken Woodward PO Box 4035Mission Viejo, CA 92690

n/A

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

29th percentile

-6.8%

Higher net margin than 29% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2015

Top Officer Pay

89th percentile

$12,792

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2015

Asset Growth

20th percentile

-13%

Faster asset growth than 20% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

44th percentile

0.3%

Faster revenue growth than 44% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$131,487

Down $20,390 (-13%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$131,487

Down $9,257 (-6.6%) from 2014

Operations
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Up

$136,802

Up $473 (+0.3%) from 2014

Expenses

Down

$146,059

Down $9,789 (-6.3%) from 2014

Net Income

Up

-$9,257

Up $10,262 (+53%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$200K$150K$100K$50K$0Assets 2009: $0Liabilities 2009: $02009Assets 2011: $108,305Liabilities 2011: $1,0412011Assets 2012: $135,056Liabilities 2012: $2,8592012Assets 2013: $160,263Liabilities 2013: $02013Assets 2014: $151,877Liabilities 2014: $11,133Net Assets 2014: $140,7442014Assets 2015: $131,487Net Assets 2015: $131,4872015

Highlighted filing

2015

Assets$131,487
Liabilities-
Net Assets$131,487
Open 2015 Filing

Operations Trend

Revenue Growth44th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2009: $0Expenses 2009: $0Net Income 2009: $02009Revenue 2011: $127,433Expenses 2011: $97,384Net Income 2011: $30,0492011Revenue 2012: $125,363Expenses 2012: $100,430Net Income 2012: $24,9332012Revenue 2013: $134,575Expenses 2013: $106,509Net Income 2013: $28,0662013Revenue 2014: $136,329Expenses 2014: $155,848Net Income 2014: -$19,5192014Revenue 2015: $136,802Expenses 2015: $146,059Net Income 2015: -$9,2572015

Highlighted filing

2015

Revenue$136,802
Expenses$146,059
Net Income-$9,257
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$131,487
Liabilities
-
Net assets
$131,487
Revenue
$136,802
Expenses
$146,059
Net income
-$9,257
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$1.31$1.31$1.37$1.46$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.52$0.11$1.41$1.36$1.56$0.20
2013Summary only. Only limited summary data is available for this year.$1.60$0.00$1.35$1.07$0.28
2012Summary only. Only limited summary data is available for this year.$1.35$0.03$1.25$1.00$0.25
2011Summary only. Only limited summary data is available for this year.$1.08$0.01$1.27$0.97$0.30
2009Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jan 13, 2016
Return Version
2014v6.0
Gross Receipts
$136,802
Mission and Program Overview

Mission

Serve its teacher members

Program Services

DescriptionGrantsExpenses
SERVE ITS TEACHER MEMBERS--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEN WOODWARDTreasurerPT$12,792-$12,792
MARK BLETHENPresident ElectPT$10,568-$10,568
BETH CLARYPart Time BoardPT$9,733-$9,733
ALLISON CAMELOTSecretaryPT$7,562-$7,562
CLAIRE CESAREOPresidentPT$2,781-$2,781
LOMA HOPKINSMembership ChairPT$1,390-$1,390
PAULA JACOBSPast PresidentPT$1,390-$1,390
Political and Lobbying Activity
In-house lobbying only
Yes

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$642

Section 527 Organizations

OrganizationLocationAmount
14-1905101Mission Viejo, CA$13,705
Filing and Contact Details

Filer

Filer Name
South Orange Co Comm Coll Dist Fac Assoc
EIN
14-1905097
Phone
9495824988
Address
KEN WOODWARD PO BOX 4800, MISSION VIEJO, CA 92690

Signing Officer

Name
Ken Woodward
Title
Treasurer
Phone
9495824988
Signed
2016-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Troy Yoshida CPA Inc
Address
12062 VALLEY VIEW ST STE 220, GARDEN GROVE, CA 92845
Preparer
Troy Yoshida CPA
Phone
7148928003
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“MISCELLANEOUS 1351.”

Form 990EZ, Part I, Line 16

“Officer expense 4983. Executive committee 987. Administrative costs 11461. Rep meetings 10430. Training/conferences 4735. Pac contribution 13705. Bargaining 44. Depreciation 2966. Contributions 3275.”

Form 990EZ, Part II, Line 24

“Fixed assets 5850. 5355. Cta receivable 0. 1921.”

Form 990EZ, Part II, Line 26

“ACCOUNTS PAYABLE 11133.”

Raw XML Appendix141 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/PersonNm0TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum09495824988
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4800
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MISSION VIEJO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092690
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0146027
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0124211
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9257
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04494
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0151877
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0131487
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0136802
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt022
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0140744
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0131487
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0140744
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0131487
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt212.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt312.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt412.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt56.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt66.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02781
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110568
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt27562
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt312792
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41390
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt59733
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt61390
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CLAIRE CESAREO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK BLETHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALLISON CAMELOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEN WOODWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LOMA HOPKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BETH CLARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PAULA JACOBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHIP CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PART TIME BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05850
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07276
IRS990EZ/OtherExpensesTotalAmt052586
IRS990EZ/OtherRevenueTotalAmt01351
IRS990EZ/PrimaryExemptPurposeTxt0SERVE ITS TEACHER MEMBERS
IRS990EZ/PrintingPublicationsPostageAmt01208
IRS990EZ/ProgramServiceRevenueAmt0135429
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SERVE ITS TEACHER MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt087771
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt011133
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0146059
IRS990EZ/TotalRevenueAmt0136802
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/PoliticalExpendituresAmt0642
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0141905101
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0SOCCCD FAC ASSOC PAC
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt013705
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt028000 MARGUERITE PARKWAY
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0MISSION VIEJO
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd092692
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION MAINTAINS A SEPARATE SEGREGATED FUND (527)
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I-A Line 1
IRS990ScheduleC/VolunteerHoursCnt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 1351.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICER EXPENSE 4983. EXECUTIVE COMMITTEE 987. ADMINISTRATIVE COSTS 11461. REP MEETINGS 10430. TRAINING/CONFERENCES 4735. PAC CONTRIBUTION 13705. BARGAINING 44. DEPRECIATION 2966. CONTRIBUTIONS 3275.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FIXED ASSETS 5850. 5355. CTA RECEIVABLE 0. 1921.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE 11133.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN WOODWARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09495824988
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH ORANGE CO COMM COLL DIST FAC ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0141905097
ReturnHeader/Filer/PhoneNum09495824988
ReturnHeader/Filer/USAddress/AddressLine1Txt0KEN WOODWARD PO BOX 4800
ReturnHeader/Filer/USAddress/CityNm0MISSION VIEJO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092690
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TROY YOSHIDA CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012062 VALLEY VIEW ST STE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARDEN GROVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092845
ReturnHeader/PreparerPersonGrp/PhoneNum07148928003
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY YOSHIDA CPA
ReturnHeader/ReturnTs02016-01-27T11:14:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

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