Civic Intelligence

Orange County Bar Foundation

990 • Fiscal year 2014 • EIN 23-7068923

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization Profilewww.ocbarfoundation.org

View Organization Page

PO Box 986Santa Ana, CA 92702-0986

(714) 480-1925

Siviq Scores

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

Liabilities / Assets

55th percentile

0.15x

Higher debt load relative to assets than 55% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

59th percentile

0.17x

Higher debt load relative to revenue than 59% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

11th percentile

-24%

Higher net margin than 11% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$141,574

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

46th percentile

1.0%

Faster asset growth than 46% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$1,483,763

Up $29,372 (+2.0%) from 2012

Net Assets

Down

$1,265,713

Down $78,545 (-5.8%) from 2012

Liabilities

Up

$218,050

Up $107,917 (+98%) from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin11th percentile

Revenue

$1,270,447

No earlier filing loaded for comparison.

Expenses

Down

$1,580,411

Down $30,609 (-1.9%) from 2012

Net Income

-$309,964

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $1,300,499Liabilities 2010: $135,400Net Assets 2010: $1,165,0992010Assets 2011: $1,214,646Liabilities 2011: $109,840Net Assets 2011: $1,104,8062011Assets 2012: $1,454,391Liabilities 2012: $110,133Net Assets 2012: $1,344,2582012Assets 2014: $1,483,763Liabilities 2014: $218,050Net Assets 2014: $1,265,7132014Assets 2015: $1,584,338Liabilities 2015: $199,281Net Assets 2015: $1,385,0572015Assets 2016: $1,985,874Liabilities 2016: $205,916Net Assets 2016: $1,779,9582016Assets 2017: $4,004,786Liabilities 2017: $1,855,740Net Assets 2017: $2,149,0462017Assets 2018: $3,795,732Liabilities 2018: $1,554,460Net Assets 2018: $2,241,2722018Assets 2019: $4,115,040Liabilities 2019: $1,403,694Net Assets 2019: $2,711,3462019Assets 2020: $4,220,209Liabilities 2020: $1,256,354Net Assets 2020: $2,963,8552020Assets 2021: $4,480,043Liabilities 2021: $1,333,241Net Assets 2021: $3,146,8022021Assets 2022: $4,268,492Liabilities 2022: $1,073,893Net Assets 2022: $3,194,5992022Assets 2023: $3,915,743Liabilities 2023: $993,941Net Assets 2023: $2,921,8022023Assets 2024: $3,878,957Liabilities 2024: $930,146Net Assets 2024: $2,948,8112024

Highlighted filing

2014

Assets$1,483,763
Liabilities$218,050
Net Assets$1,265,713
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,778,3752010Expenses 2011: $1,547,1052011Expenses 2012: $1,611,0202012Revenue 2014: $1,270,447Expenses 2014: $1,580,411Net Income 2014: -$309,9642014Revenue 2015: $1,631,192Expenses 2015: $1,511,848Net Income 2015: $119,3442015Revenue 2016: $1,843,142Expenses 2016: $1,448,241Net Income 2016: $394,9012016Revenue 2017: $2,029,132Expenses 2017: $1,660,044Net Income 2017: $369,0882017Revenue 2018: $1,771,316Expenses 2018: $1,679,090Net Income 2018: $92,2262018Revenue 2019: $2,438,002Expenses 2019: $1,596,300Net Income 2019: $841,7022019Revenue 2020: $2,213,719Expenses 2020: $1,961,210Net Income 2020: $252,5092020Revenue 2021: $2,146,192Expenses 2021: $1,963,245Net Income 2021: $182,9472021Revenue 2022: $2,195,807Expenses 2022: $2,148,010Net Income 2022: $47,7972022Revenue 2023: $2,201,380Expenses 2023: $2,474,177Net Income 2023: -$272,7972023Revenue 2024: $2,489,386Expenses 2024: $2,537,159Net Income 2024: -$47,7732024

Highlighted filing

2014

Revenue$1,270,447
Expenses$1,580,411
Net Income-$309,964
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Gross Receipts
$1,339,828
Mission and Program Overview

Mission

Keeping at-risk youth out of jail, in school, healthy and drug free through education, counseling, and mentoring.

Keeping at-risk youth out of jail, in school, healthy and drug free through education, counseling and mentoring.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$727,988$1,091,161▲ $363,173
Pledges and Grants Receivable$874,489$355,493▼ $518,996
Inventories for Sale or Use$26,855$23,833▼ $3,022
Prepaid Expenses and Deferred Charges$8,600$5,276▼ $3,324
Total Assets$1,645,932$1,483,763▼ $162,169
Other Assets Total$8,000$8,000→ $0
Liabilities
Deferred Revenue$17,013$150,333▲ $133,320
Accounts Payable and Accrued Expenses$53,243$67,717▲ $14,474
Total Liabilities$70,256$218,050▲ $147,794
Net Assets / Fund Balance
Unrestricted Net Assets$674,348$831,582▲ $157,234
Temporarily Rstr Net Assets$901,328$434,131▼ $467,197
Total Net Assets Fund Balance$1,575,676$1,265,713▼ $309,963
Total Liabilities and Net Assets / Fund Balance$1,645,932$1,483,763▼ $162,169
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Karen RuanExecutive DirectorFT$141,574$141,574

Board Members and Trustees

NameTitle
See Attached Bodvarious
Revenue and Support

Revenue Composition

Contributions and Grants
$1,050,300
Program Service Revenue
$53,927
Investment Income
$0
Other Revenue
$166,220
All Other Contributions
$753,962
Change in Net Assets
$-309,964

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,270,447
Revenue Not Reported on Form 990
$69,381
Total Revenue per Audited Statements
$1,339,828
Total Revenue per Form 990
$1,270,447
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$922,737
Other Expenses$657,674
Total Fundraising Expense$179,485
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$448,865$58,170$96,226$603,261
All Other Expenses$244,291$37,961$28,081$310,333
Other Expenses$152,500$0$0$152,500
Current Officers, Directors, Trustees, and Key Employees$49,551$92,023$0$141,574
Occupancy$99,218$1,600$8,382$109,200
Other Employee Benefits$52,622$15,857$10,159$78,638
Payroll Taxes$40,870$7,891$12,316$61,077
Pension Plan Contributions$25,554$7,700$4,933$38,187
Office Expenses$8,028$1,237$8,727$17,992
Conferences and Meetings$5,740$5,121$0$10,861
Insurance$4,007$668$2,004$6,679
Interest$471$2,701$516$3,688
Total Functional Expenses$1,156,640$244,286$179,485$1,580,411

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,649,791
Total Expenses per Form 990$1,580,411
Expenses per Audited Statements$1,580,410
Expenses Not Reported on Form 990$69,381
Expenses Not Reported on Financial Statements$1
Other Expense Adjustments$1
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$235,601
Fundraising Direct Expenses$69,381
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament----
OC Marathon----
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Orange County Bar Foundation
EIN
23-7068923
Phone
7144801925
Address
PO Box 986, Santa Ana, CA 92702-0986

Signing Officer

Name
Karen Ruan
Title
Executive Director
Phone
7144801925
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Ruan
Formed
1969
Legal Domicile
CA
Voting Board Members
41
Independent Board Members
41
Employees
17
Volunteers
180

Preparer

Firm
Colclaser & Associates
Address
4425 Jamboree Road Suite 118, Newport Beach, CA 92660
Preparer
James G Colclaser
Phone
9494740895
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Audited financial statements serve as basis for preparing the 990. Many inquiries are made by the CPA in preparing the finacial statements. The CPA drafts the 990 and, Management reviews. The 990 is timely filed after all questions by Management are resolved.”

Pt VI, Line 12C

“Management policy is available through the Employee Manual.”

Pt VI, Line 15A

“Compensation of the Executive Director and other Key”

Pt VI, Line 15B

“Employees is determined by the Board of Directors.”

Pt VI, Line 18

“www.guidestar.org”

Pt VI, Line 19

“Available upon request.”

Pt XI

“Rounding”

Form 990, Part IX, Line 24F

“Postage 4347. 2574. 1709. 64. Professional services 50729. 15757. 25171. 9801. Program materials 18019. 16811. 317. 891. Recognition 19854. 16064. 0. 3790. Subcontractors 95024. 95024. 0. 0. Telephone 17061. 14043. 1591. 1427. Utilities 7469. 6658. 406. 405. Court fees 18537. 18537. 0. 0. Awareness 520. 520. 0. 0. Incentives 1392. 1392. 0. 0. Parking fees 2295. 1559. 338. 398. Aids services 10000. 10000. 0. 0. Instructors 10410. 10410. 0. 0. Consultants 41862. 29392. 4919. 7551. Local travel/mil”

Financial Statement Notes

Pt XI, Line 2D

“Direct fundraising expenses included as a reduction”

Pt XI, Line 4B

“of fundraising revenue. See Form 990, Part VIII,”

Pt XI, Line 2D

“line 8b and Schedule G, Part II, line 10.”

Pt XII, Line 2D

“See explanation above.”

Pt XII, Line 4B

“Rounding”

Raw XML Appendix391 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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IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0665330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01270447
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01746110
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01850472
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01486812
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01565075
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07918916
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt019
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt07918916
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01270447
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01746110
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01850472
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01486812
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01565075
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07918916
IRS990ScheduleA/TotalSupportAmt07918935
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesNotReportedAmt069381
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01
IRS990ScheduleD/ExpensesSubtotalAmt01580410
IRS990ScheduleD/OtherExpensesIncludedAmt069381
IRS990ScheduleD/OtherExpensesNotIncludedAmt01
IRS990ScheduleD/OtherRevenueAmt069381
IRS990ScheduleD/RevenueNotReportedAmt069381
IRS990ScheduleD/RevenueSubtotalAmt01270447
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Direct fundraising expenses included as a reduction
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1of fundraising revenue. See Form 990, Part VIII,
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2line 8b and Schedule G, Part II, line 10.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3See explanation above.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4Rounding
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XI, Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XI, Line 4b
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XI, Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt XII, Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt XII, Line 4b
IRS990ScheduleD/TotalExpensesPerForm990Amt01580411
IRS990ScheduleD/TotalRevenuePerForm990Amt01270447
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01339828
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01649791
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OC Marathon
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Audited financial statements serve as basis for preparing the 990. Many inquiries are made by the CPA in preparing the finacial statements. The CPA drafts the 990 and, Management reviews. The 990 is timely filed after all questions by Management are resolved.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Management policy is available through the Employee Manual.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation of the Executive Director and other Key
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Employees is determined by the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4www.guidestar.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Rounding
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7POSTAGE 4347. 2574. 1709. 64. PROFESSIONAL SERVICES 50729. 15757. 25171. 9801. PROGRAM MATERIALS 18019. 16811. 317. 891. RECOGNITION 19854. 16064. 0. 3790. SUBCONTRACTORS 95024. 95024. 0. 0. TELEPHONE 17061. 14043. 1591. 1427. UTILITIES 7469. 6658. 406. 405. COURT FEES 18537. 18537. 0. 0. AWARENESS 520. 520. 0. 0. INCENTIVES 1392. 1392. 0. 0. PARKING FEES 2295. 1559. 338. 398. AIDS SERVICES 10000. 10000. 0. 0. INSTRUCTORS 10410. 10410. 0. 0. CONSULTANTS 41862. 29392. 4919. 7551. LOCAL TRAVEL/MIL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24f
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0901328
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0434131
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01645932
IRS990/TotalAssetsEOYAmt01483763
IRS990/TotalAssetsGrp/BOYAmt01645932
IRS990/TotalAssetsGrp/EOYAmt01483763
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01050300
IRS990/TotalEmployeeCnt017
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0179485
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0244286
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01156640
IRS990/TotalFunctionalExpensesGrp/TotalAmt01580411
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt070256
IRS990/TotalLiabilitiesEOYAmt0218050
IRS990/TotalLiabilitiesGrp/BOYAmt070256
IRS990/TotalLiabilitiesGrp/EOYAmt0218050
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01575676
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01265713
IRS990/TotalProgramServiceExpensesAmt01156640
IRS990/TotalProgramServiceRevenueAmt053927
IRS990/TotalReportableCompFromOrgAmt0141574
IRS990/TotalRevenueGrp/ExclusionAmt0166220
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt053927
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01270447
IRS990/TotalVolunteersCnt0180
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01645932
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01483763
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0674348
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0831582
IRS990/USAddress/AddressLine1Txt0PO Box 986
IRS990/USAddress/CityNm0Santa Ana
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092702
IRS990/VotingMembersGoverningBodyCnt041
IRS990/VotingMembersIndependentCnt041
IRS990/WebsiteAddressTxt0www.ocbarfoundation.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN RUAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07144801925
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Orange County Bar Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0237068923
ReturnHeader/Filer/PhoneNum07144801925
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 986
ReturnHeader/Filer/USAddress/CityNm0Santa Ana
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0927020986
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Colclaser & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04425 Jamboree Road Suite 118
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newport Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092660
ReturnHeader/PreparerPersonGrp/PhoneNum09494740895
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES G COLCLASER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-06-09T13:41:19-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,483,763
Liabilities
$218,050
Net assets
$1,265,713
Revenue
$1,270,447
Expenses
$1,580,411
Net income
-$309,964
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.88$0.93$2.95$2.49$2.54$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.92$0.99$2.92$2.20$2.47$0.27
2022Detailed filing. Detailed filing data is available for this year.$4.27$1.07$3.19$2.20$2.15$0.05
2021Detailed filing. Detailed filing data is available for this year.$4.48$1.33$3.15$2.15$1.96$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.22$1.26$2.96$2.21$1.96$0.25
2019Detailed filing. Detailed filing data is available for this year.$4.12$1.40$2.71$2.44$1.60$0.84
2018Detailed filing. Detailed filing data is available for this year.$3.80$1.55$2.24$1.77$1.68$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.00$1.86$2.15$2.03$1.66$0.37
2016Detailed filing. Detailed filing data is available for this year.$1.99$0.21$1.78$1.84$1.45$0.39
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.20$1.39$1.63$1.51$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.22$1.27$1.27$1.58$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.11$1.34$1.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.11$1.10$1.55
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.14$1.17$1.78