Civic Intelligence

Socal Otmx Inc

990EZ • Fiscal year 2017 • EIN 26-3940263

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 19, 2018

Organization Profilewww.socalotmx.org
25331 Cheyenne WayLake Forest, CA 92630

(949) 413-4101

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

47th percentile

2.2%

Higher net margin than 47% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

63rd percentile

6.8%

Faster asset growth than 63% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

5.5%

Faster revenue growth than 61% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$23,815

Up $1,520 (+6.8%) from 2016

Net Assets

Up

$23,815

Up $1,520 (+6.8%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin47th percentile

Revenue

Up

$69,632

Up $3,601 (+5.5%) from 2016

Expenses

Up

$68,112

Up $4,960 (+7.9%) from 2016

Net Income

Down

$1,520

Down $1,359 (-47%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$60K$40K$20K$0Assets 2013: $10,892Net Assets 2013: $10,8922013Assets 2014: $12,656Net Assets 2014: $12,6562014Assets 2015: $19,416Net Assets 2015: $19,4162015Assets 2016: $22,295Net Assets 2016: $22,2952016Assets 2017: $23,815Net Assets 2017: $23,8152017Assets 2018: $37,055Net Assets 2018: $37,0552018Assets 2019: $29,801Net Assets 2019: $29,8012019Assets 2020: $41,220Net Assets 2020: $41,2202020Assets 2021: $24,555Net Assets 2021: $24,5552021Assets 2022: $22,302Net Assets 2022: $22,3022022Assets 2023: $23,164Net Assets 2023: $23,1642023Assets 2024: $22,768Net Assets 2024: $22,7682024

Highlighted filing

2017

Assets$23,815
Liabilities-
Net Assets$23,815
Open 2017 Filing

Operations Trend

Revenue Growth61st percentile

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

$150K$100K$50K$0-$50KRevenue 2013: $61,606Expenses 2013: $53,392Net Income 2013: $8,2142013Revenue 2014: $56,819Expenses 2014: $55,055Net Income 2014: $1,7642014Revenue 2015: $62,373Expenses 2015: $55,613Net Income 2015: $6,7602015Revenue 2016: $66,031Expenses 2016: $63,152Net Income 2016: $2,8792016Revenue 2017: $69,632Expenses 2017: $68,112Net Income 2017: $1,5202017Revenue 2018: $77,788Expenses 2018: $64,548Net Income 2018: $13,2402018Revenue 2019: $68,700Expenses 2019: $75,954Net Income 2019: -$7,2542019Revenue 2020: $71,829Expenses 2020: $60,410Net Income 2020: $11,4192020Revenue 2021: $99,514Expenses 2021: $116,179Net Income 2021: -$16,6652021Revenue 2022: $97,662Expenses 2022: $99,915Net Income 2022: -$2,2532022Revenue 2023: $109,709Expenses 2023: $108,848Net Income 2023: $8612023Revenue 2024: $93,425Expenses 2024: $93,821Net Income 2024: -$3962024

Highlighted filing

2017

Revenue$69,632
Expenses$68,112
Net Income$1,520
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 19, 2018
Return Version
2017v2.2
Gross Receipts
$69,632
Mission and Program Overview

Mission

The purpose of the organization is to provide and encourage motocross racing competition events for riders over 40 years old and to support family participation in motocross by including support racing classes for family and friends of members at all club sponsored events.

Program Services

DescriptionGrantsExpenses
Host races and provide facilities, flaggers, insurance, medical availability, trophys and awards.$59,824-
Monthly club meetings and year end banquet expenses.$6,331-
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark MoorePresidentPT$0--
Kevin McCleodSecretaryPT$0--
Robert WalpertTreasurerPT$0--
Don MeinerRace DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Socal Otmx Inc
EIN
26-3940263
Phone
9494134101
Address
25331 Cheyenne Way, Lake Forest, CA 92630

Signing Officer

Name
Robert Walpert
Title
Treasurer
Signed
2018-04-19
Discuss with paid preparer
Yes

Preparer

Firm
Kathleen E Hetrick CPA
Address
519 S Basque Avenue, Fullerton, CA 92833
Preparer
Kathleen E Hetrick
Phone
7148706380
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Race Day Expenses $51479”

Other Expenses.2

“Awards $8345”

Other Expenses.3

“Club meetings/Yr end banquet $4262”

Other Expenses.4

“Int'l Dinner $1819”

Other Expenses.5

“Office exp./Admin $966”

Other Expenses.6

“Tax Preparation $525”

Other Expenses.7

“Computer/Internet $446”

Other Expenses.8

“Int'l Annual Fee $250”

Other Expenses.9

“Taxes $20”

Raw XML Appendix120 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/PersonNm0Robert Walpert
IRS990EZ/BooksInCareOfDetail/PhoneNum09494134101
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt025331 Cheyenne Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lake Forest
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092630
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022295
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023815
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01520
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022295
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023815
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt069632
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09176
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022295
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023815
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022295
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023815
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mark Moore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kevin McCleod
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Robert Walpert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Don Meiner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Race Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt068112
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The purpose of the organization is to provide and encourage motocross racing competition events for riders over 40 years old and to support family participation in motocross by including support racing classes for family and friends of members at all club sponsored events.
IRS990EZ/ProgramServiceRevenueAmt060456
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Host races and provide facilities, flaggers, insurance, medical availability, trophys and awards.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Monthly club meetings and year end banquet expenses.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt059824
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16331
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068112
IRS990EZ/TotalProgramServiceExpensesAmt066155
IRS990EZ/TotalRevenueAmt069632
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.socalotmx.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Race Day Expenses $51479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Awards $8345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Club meetings/Yr end banquet $4262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Int'l Dinner $1819
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office exp./Admin $966
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Tax Preparation $525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Computer/Internet $446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Int'l Annual Fee $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Taxes $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Walpert
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOCAL OTMX INC
ReturnHeader/Filer/BusinessNameControlTxt0SOCA
ReturnHeader/Filer/EIN0263940263
ReturnHeader/Filer/PhoneNum09494134101
ReturnHeader/Filer/USAddress/AddressLine1Txt025331 Cheyenne Way
ReturnHeader/Filer/USAddress/CityNm0Lake Forest
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092630
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473963023
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kathleen E Hetrick CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0519 S Basque Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fullerton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092833
ReturnHeader/PreparerPersonGrp/PhoneNum07148706380
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathleen E Hetrick
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-04-23T10:14:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,815
Liabilities
-
Net assets
$23,815
Revenue
$69,632
Expenses
$68,112
Net income
$1,520
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.93$0.94$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.23$0.23$1.10$1.09$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.98$1.00$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.25$0.25$1.00$1.16$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.72$0.60$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.69$0.76$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.78$0.65$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.70$0.68$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.66$0.63$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.19$0.19$0.62$0.56$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.57$0.55$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.62$0.53$0.08