Civic Intelligence

Dana Point 5Th Marine Regiment Support Group

990 • Fiscal year 2022 • EIN 26-1476188

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 24, 2023

Organization ProfileWWW.DANAPOINT5THMARINES.COM
PO Box 471Dana Point, CA 92629

(949) 373-5375

Siviq Scores

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

Liabilities / Assets

67th percentile

0.10x

Higher debt load relative to assets than 67% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

84th percentile

0.41x

Higher debt load relative to revenue than 84% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

8th percentile

-48%

Higher net margin than 8% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

48th percentile

1.2%

Faster asset growth than 48% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-50%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$636,747

Up $7,642 (+1.2%) from 2021

Net Assets

Down

$575,943

Down $47,543 (-7.6%) from 2021

Liabilities

Up

$60,804

Up $55,185 (+982%) from 2021

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin8th percentile

Revenue

Down

$149,220

Down $148,414 (-50%) from 2021

Expenses

Up

$220,893

Up $31,101 (+16%) from 2021

Net Income

Down

-$71,673

Down $179,515 (-166%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$800K$600K$400K$200K$0Assets 2012: $183,784Liabilities 2012: $0Net Assets 2012: $183,7842012Assets 2013: $226,895Liabilities 2013: $12,406Net Assets 2013: $214,4892013Assets 2014: $296,952Liabilities 2014: $27,690Net Assets 2014: $269,2622014Assets 2015: $355,821Liabilities 2015: $27,624Net Assets 2015: $328,1972015Assets 2016: $431,596Liabilities 2016: $22,340Net Assets 2016: $409,2562016Assets 2017: $392,209Liabilities 2017: $54,566Net Assets 2017: $337,6432017Assets 2018: $443,510Liabilities 2018: $29,825Net Assets 2018: $413,6852018Assets 2019: $505,722Liabilities 2019: $35,778Net Assets 2019: $469,9442019Assets 2020: $561,149Liabilities 2020: $45,807Net Assets 2020: $515,3422020Assets 2021: $629,105Liabilities 2021: $5,619Net Assets 2021: $623,4862021Assets 2022: $636,747Liabilities 2022: $60,804Net Assets 2022: $575,9432022Assets 2023: $593,090Liabilities 2023: $8,705Net Assets 2023: $584,3852023Assets 2024: $497,525Liabilities 2024: $4,138Net Assets 2024: $493,3872024

Highlighted filing

2022

Assets$636,747
Liabilities$60,804
Net Assets$575,943
Open 2022 Filing

Operations Trend

Revenue Growth7th percentile

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

$600K$400K$200K$0-$200KExpenses 2012: $121,9842012Revenue 2013: $182,937Expenses 2013: $152,232Net Income 2013: $30,7052013Revenue 2014: $237,110Expenses 2014: $182,337Net Income 2014: $54,7732014Revenue 2015: $358,329Expenses 2015: $146,774Net Income 2015: $211,5552015Revenue 2016: $240,499Expenses 2016: $158,965Net Income 2016: $81,5342016Revenue 2017: $322,222Expenses 2017: $393,528Net Income 2017: -$71,3062017Revenue 2018: $543,358Expenses 2018: $485,226Net Income 2018: $58,1322018Revenue 2019: $258,685Expenses 2019: $200,571Net Income 2019: $58,1142019Revenue 2020: $162,123Expenses 2020: $114,876Net Income 2020: $47,2472020Revenue 2021: $297,634Expenses 2021: $189,792Net Income 2021: $107,8422021Revenue 2022: $149,220Expenses 2022: $220,893Net Income 2022: -$71,6732022Revenue 2023: $259,833Expenses 2023: $339,850Net Income 2023: -$80,0172023Revenue 2024: $208,148Expenses 2024: $295,959Net Income 2024: -$87,8112024

Highlighted filing

2022

Revenue$149,220
Expenses$220,893
Net Income-$71,673
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 24, 2023
Return Version
2022v5.0
Gross Receipts
$419,307
Mission and Program Overview

Mission

To provide support and assistance to the dependents and spouses of military service members of the 5th marine regiment

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$406,775$380,657▼ $26,118
Savings and Temporary Cash Investments$209,633$251,165▲ $41,532
Land, Buildings, and Equipment, Net-$3,605-
Prepaid Expenses and Deferred Charges$12,696$1,320▼ $11,376
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$629,105$636,747▲ $7,642
Other Assets Total$1$0▼ $1
Liabilities
Other Liabilities$5,619$60,804▲ $55,185
Total Liabilities$5,619$60,804▲ $55,185
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$568,885$521,342▼ $47,543
Net Assets With Donor Restrictions$54,601$54,601→ $0
Total Net Assets Fund Balance$623,486$575,943▼ $47,543
Total Liabilities and Net Assets / Fund Balance$629,105$636,747▲ $7,642

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,605$2,256$5,861
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Terry RifkinPresident
Christian AsisDirector
Dean KoukosDirector
Jan BennettDirector
Jill WatsonDirector
Judy Mastracchio-teichmanDirector
Mark SchulerDirector
Mike LipscombeDirector
Patti ShortDirector
Sheri SchneringerDirector
Cathy NelsonSecretary
Henry SnyderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$230,978
Program Service Revenue
$0
Investment Income
$1,304
Other Revenue
$-83,062
All Other Contributions
$119,814
Change in Net Assets
$-71,673
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$138,006
Other Expenses$82,887
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$138,006--$138,006
Fees for Services Accounting-$14,803-$14,803
All Other Expenses-$8,854-$8,854
Other Expenses$12,450$7,014-$7,014
Advertising-$4,222-$4,222
Insurance-$2,415-$2,415
Depreciation Depletion-$601-$601
Fees for Services Other-$500-$500
Fees for Services Legal-$99-$99
Total Functional Expenses$150,456$70,437$0$220,893
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
5th Marine RegimentCamp Pendleton, CA--$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$270,087
Fundraising Gross Income$187,025
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Several Other Events$131,572$126,024$83,377$42,647
Combat Golf Ty$99,090$61,001$17,510$43,491
Total Events$298,189$187,025$270,087$-83,062
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Revenue$56,779
Heritage Park Monument$4,025
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No other documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Dana Point 5th Marine Regiment
EIN
26-1476188
Phone
9493735375
Address
PO BOX 471, DANA POINT, CA 92629

Signing Officer

Name
Terry Rifkin
Title
President
Signed
2023-07-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terry Rifkin
Formed
2008
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
110

Preparer

Firm
Lenning & Co Inc
Address
13924 Seal Beach Blvd Ste C, Seal Beach, CA 90740
Preparer
John E Rose CPA
Phone
5625949729
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MARKETING
IRS990/OtherExpensesGrp/Desc1Storage
IRS990/OtherExpensesGrp/Desc2Event operating expenses
IRS990/OtherExpensesGrp/Desc3EQUIPMENT & Supplies
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt019430
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt112499
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27014
IRS990/OtherExpensesGrp/ProgramServicesAmt012450
IRS990/OtherExpensesGrp/TotalAmt019430
IRS990/OtherExpensesGrp/TotalAmt112499
IRS990/OtherExpensesGrp/TotalAmt212450
IRS990/OtherExpensesGrp/TotalAmt37014
IRS990/OtherLiabilitiesGrp/BOYAmt05619
IRS990/OtherLiabilitiesGrp/EOYAmt060804
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012696
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01320
IRS990/PrincipalOfficerNm0TERRY RIFKIN
IRS990/PriorPeriodAdjustmentsAmt024130
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0192104
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt092500
IRS990/PYInvestmentIncomeAmt0514
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt097292
IRS990/PYOtherRevenueAmt0105016
IRS990/PYRevenuesLessExpensesAmt0107842
IRS990/PYTotalExpensesAmt0189792
IRS990/PYTotalRevenueAmt0297634
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-71673
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0413999
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0209633
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0251165
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0230978
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0192104
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0140871
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0193455
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0406549
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01163957
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01304
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0514
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03776
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01634
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02679
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt09907
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99160
IRS990ScheduleA/PublicSupportPY170Pct00.99140
IRS990ScheduleA/PublicSupportTotal170Amt01163957
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0230978
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0192104
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0140871
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0193455
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0406549
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01163957
IRS990ScheduleA/TotalSupportAmt01173864
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/OtherLandBuildingsGrp/BookValueAmt03605
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02256
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05861
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt056779
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14025
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED REVENUE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1HERITAGE PARK MONUMENT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03605
IRS990ScheduleD/TotalLiabilityAmt060804
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0111164
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt05548
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt038089
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt067527
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0270087
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SEVERAL OTHER EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COMBAT GOLF TY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0131572
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt099090
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt067527
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0298189
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0126024
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt061001
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0187025
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-83062
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0116471
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0217358
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt083377
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt017510
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt025237
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt027492
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt052729
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt0138006
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0VARIOUS SEE MISSION STATEMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt05TH MARINE REGIMENT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 555452
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CAMP PENDLETON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092055
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0COST

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$636,747
Liabilities
$60,804
Net assets
$575,943
Revenue
$149,220
Expenses
$220,893
Net income
-$71,673
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.98$0.04$4.93$2.08$2.96$0.88
2023Detailed filing. Detailed filing data is available for this year.$5.93$0.09$5.84$2.60$3.40$0.80
2022Detailed filing. Detailed filing data is available for this year.$6.37$0.61$5.76$1.49$2.21$0.72
2021Detailed filing. Detailed filing data is available for this year.$6.29$0.06$6.23$2.98$1.90$1.08
2020Detailed filing. Detailed filing data is available for this year.$5.61$0.46$5.15$1.62$1.15$0.47
2019Detailed filing. Detailed filing data is available for this year.$5.06$0.36$4.70$2.59$2.01$0.58
2018Detailed filing. Detailed filing data is available for this year.$4.44$0.30$4.14$5.43$4.85$0.58
2017Detailed filing. Detailed filing data is available for this year.$3.92$0.55$3.38$3.22$3.94$0.71
2016Detailed filing. Detailed filing data is available for this year.$4.32$0.22$4.09$2.40$1.59$0.82
2015Detailed filing. Detailed filing data is available for this year.$3.56$0.28$3.28$3.58$1.47$2.12
2014Detailed filing. Detailed filing data is available for this year.$2.97$0.28$2.69$2.37$1.82$0.55
2013Detailed filing. Detailed filing data is available for this year.$2.27$0.12$2.14$1.83$1.52$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.00$1.84$1.22