Civic Intelligence

Sustain Socal (Fka Sustain Oc)

990 • Fiscal year 2014 • EIN 27-1818457

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 15, 2015

5141 California Ave ste 250Irvine, CA 92617

(949) 616-3390

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

82nd percentile

18%

Higher net margin than 82% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

97th percentile

$109,528

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 49.3% of source-year revenue.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

98th percentile

252%

Faster asset growth than 98% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

79th percentile

20%

Faster revenue growth than 79% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$53,150

Up $38,036 (+252%) from 2013

Net Assets

Up

$53,150

Up $41,036 (+339%) from 2013

Liabilities

Down

$0

Down $3,000 (-100%) from 2013

Revenue

Up

$222,302

Up $37,329 (+20%) from 2013

Expenses

Down

$181,266

Down $21,819 (-11%) from 2013

Net Income

Up

$41,036

Up $59,148 (+327%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0-$100KAssets 2012: $30,226Liabilities 2012: $0Net Assets 2012: $30,2262012Assets 2013: $15,114Liabilities 2013: $3,000Net Assets 2013: $12,1142013Assets 2014: $53,150Liabilities 2014: $0Net Assets 2014: $53,1502014Assets 2015: $28,057Liabilities 2015: $0Net Assets 2015: $28,0572015Assets 2017: $41,357Liabilities 2017: $0Net Assets 2017: $41,3572017Assets 2019: $28,684Liabilities 2019: $0Net Assets 2019: $28,6842019Assets 2020: $223,989Liabilities 2020: $147,100Net Assets 2020: $76,8892020Assets 2021: $163,019Liabilities 2021: $126,300Net Assets 2021: $36,7192021Assets 2022: $164,633Liabilities 2022: $126,300Net Assets 2022: $38,3332022Assets 2023: $163,998Liabilities 2023: $125,400Net Assets 2023: $38,5982023Assets 2024: $100,195Liabilities 2024: $125,400Net Assets 2024: -$25,2052024

Highlighted filing

2014

Assets$53,150
Liabilities$0
Net Assets$53,150

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2012: $216,2032012Revenue 2013: $184,973Expenses 2013: $203,085Net Income 2013: -$18,1122013Revenue 2014: $222,302Expenses 2014: $181,266Net Income 2014: $41,0362014Revenue 2015: $167,016Expenses 2015: $192,109Net Income 2015: -$25,0932015Revenue 2017: $267,708Expenses 2017: $254,273Net Income 2017: $13,4352017Revenue 2019: $233,578Expenses 2019: $249,293Net Income 2019: -$15,7152019Revenue 2020: $333,036Expenses 2020: $284,831Net Income 2020: $48,2052020Revenue 2021: $198,033Expenses 2021: $238,203Net Income 2021: -$40,1702021Revenue 2022: $267,319Expenses 2022: $265,705Net Income 2022: $1,6142022Revenue 2023: $259,297Expenses 2023: $259,932Net Income 2023: -$6352023Revenue 2024: $451,607Expenses 2024: $457,190Net Income 2024: -$5,5832024

Highlighted filing

2014

Revenue$222,302
Expenses$181,266
Net Income$41,036
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 15, 2015
Return Version
2014v5.0
Gross Receipts
$222,302
Mission and Program Overview

Mission

Cleantech oc seeks to promote economic growth and job creation in orange county's clean technology industry. We accomplish this by hosting events that educate professionals and raise the visibility of the industry, work with cleantech companies to connect them with potential investors and partners, and advocate on behalf of the industry in local and state legislative matters.

cleantech oc is a trade association promoting economic growth in the clean technology industry and developing sustainability in orange county (continued on schedule o).

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$15,114$53,150▲ $38,036
Rtn Earn Endowment Incm Other Fnds$12,114$53,150▲ $41,036
Loans From Officers Directors$3,000$0▼ $3,000
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$15,114$53,150▲ $38,036
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$3,000$0▼ $3,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,114$53,150▲ $41,036
Total Liabilities and Net Assets / Fund Balance$15,114$53,150▲ $38,036
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Scott KitcherPresidentFT$109,528$109,528

Board Members and Trustees

NameTitle
Greg TrimarcheChairperson
Lisa VargaVice Chairperson
Daniel KabbanBoard Member
Dave JonesBoard Member
Duane CaveBoard Member
Harrison ClayBoard Member
Marc CampopianoBoard Member
Matthew JenusaitisBoard Member
Steve EberleBoard Member
Steve GrossBoard Member
Tina JavidBoard Member
Will DeckerBoard Member
Mike LevinSecretary
Allen GohTreasure
Revenue and Support

Revenue Composition

Contributions and Grants
$145,750
Program Service Revenue
$57,174
Investment Income
$0
Other Revenue
$19,378
All Other Contributions
$36,750
Change in Net Assets
$41,036
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$115,601
Other Expenses$65,665
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$109,528-$109,528
Conferences and Meetings$28,846$18,305-$47,151
Payroll Taxes-$6,073-$6,073
Office Expenses-$4,637-$4,637
Insurance-$4,368-$4,368
Advertising$2,620$624-$3,244
Travel-$2,225-$2,225
Fees for Services Management-$900-$900
Information Technology-$750-$750
Other Expenses-$274-$274
All Other Expenses-$90-$90
Total Functional Expenses$31,466$149,800$0$181,266
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Loans from Officers, Directors, Trustees, and Key Employees$3,000$0▼ $3,000
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

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

Governance Explanations

Part VI, Section A: Question 7A

Each Board Member has equal voting rights, and the Board is the executive governing body of the association. Additionally, no Board Member is compensated by the association for their service - all are volunteers. Members of the Board are nominated by the organization that sponsors them, usually their employer. In order to nominate someone to the Board, an organization must be a Founding or Platinum Sponsor, or otherwise invited to join the Board by the President. All such nominations must be approved by the Board of Directors at large in order to take effect.

Part VI: Section C: Question 19

The association's governing documents, conflict of interest policy, and financial statements are available to the public upon request. Contact information for the association's Executive Director is published on the association website and all printed materials, including phone number, mailing address, and e-mail address.

Part VI, Section B, Question 11A

tHE OFFICERS OF THE ORGANIZATION REVIEWED THE FORM 990 AND RELATED FILINSGS(SCHEDULE B, SCHEDULE R, AND SCHEDULE 0) AND APPROVED THE FILINGS. THE FORM 990 WILL BE AVAILABLE TO THE BOARD OF DIRECTORS UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
CleanTech OC
EIN
27-1818457
In Care Of
% SCOTT KITCHER
Phone
9496163390
Address
5141 California Ave ste 250, Irvine, CA 92617

Signing Officer

Name
Scott Kitcher
Title
president
Phone
9495099300
Signed
2015-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Kitcher
Formed
2010
Legal Domicile
CA
Voting Board Members
31
Independent Board Members
31
Employees
1
Volunteers
41

Preparer

Firm
Hein & Associates Llp
Address
100 SPECTRUM CENTER DR 650, IRVINE, CA 92618
Preparer
Sean Kelly
Phone
9494280288
Supplemental Narrative

Additional Explanations

Part I, line 1

and job growth in this section. The association is a collaboration of academic institutions, local governments, and private companies based or operating in Orange County, CA. We host educational seminars and conferences, networking events, and work with companies to connect them with resources.

part III, line 4D

Aside from hosting the signature events described, CleanTech OC also cohosted an educational program for start-up CEO's (with 175 attendees), and three networking receptions (150 attendees on average) for the regional industry in 2014. Other programs offered to local companies are more informal in nature, and involve staff meeting with companies to determine their needs for achieving the company's next growth milestone, and connecting such companies with potential resources to achieve that growth (investors, potential customers, and other opportunities for increased industry visibility). Since these services are rendered during staff time there is no budget or dollar amount associated with offering such services, but is instead a general activity as part of our mission.

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IRS990/MissionDesc0CLEANTECH OC SEEKS TO PROMOTE ECONOMIC GROWTH AND JOB CREATION IN ORANGE COUNTY'S CLEAN TECHNOLOGY INDUSTRY. WE ACCOMPLISH THIS BY HOSTING EVENTS THAT EDUCATE PROFESSIONALS AND RAISE THE VISIBILITY OF THE INDUSTRY, WORK WITH CLEANTECH COMPANIES TO CONNECT THEM WITH POTENTIAL INVESTORS AND PARTNERS, AND ADVOCATE ON BEHALF OF THE INDUSTRY IN LOCAL AND STATE LEGISLATIVE MATTERS.
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IRS990/ProgramServiceRevenueGrp/Desc1CLEAN TRANSPORTATION SYMPOSIUM
IRS990/ProgramServiceRevenueGrp/Desc2ANNUAL CONFERENCE
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IRS990/ProgSrvcAccomActy2Grp/Desc0CleanTech OC presented a Clean Transportation Symposium on June 19th with four panels focusing on everything from infrastructure to fleet trends to economic drivers. The event was held at Brandman University in Irvine.
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IRS990/ProgSrvcAccomActy3Grp/Desc0CleanTech OC Annual Conference and Expo brought together roughly 430 of the key stakeholders in the greater Orange County area. There were four panels covering topics such as energy efficiency and renewable integration. There were also three keynote addresses and an awards ceremony.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0and job growth in this section. The association is a collaboration of academic institutions, local governments, and private companies based or operating in Orange County, CA. We host educational seminars and conferences, networking events, and work with companies to connect them with resources.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each Board Member has equal voting rights, and the Board is the executive governing body of the association. Additionally, no Board Member is compensated by the association for their service - all are volunteers. Members of the Board are nominated by the organization that sponsors them, usually their employer. In order to nominate someone to the Board, an organization must be a Founding or Platinum Sponsor, or otherwise invited to join the Board by the President. All such nominations must be approved by the Board of Directors at large in order to take effect.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The association's governing documents, conflict of interest policy, and financial statements are available to the public upon request. Contact information for the association's Executive Director is published on the association website and all printed materials, including phone number, mailing address, and e-mail address.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Aside from hosting the signature events described, CleanTech OC also cohosted an educational program for start-up CEO's (with 175 attendees), and three networking receptions (150 attendees on average) for the regional industry in 2014. Other programs offered to local companies are more informal in nature, and involve staff meeting with companies to determine their needs for achieving the company's next growth milestone, and connecting such companies with potential resources to achieve that growth (investors, potential customers, and other opportunities for increased industry visibility). Since these services are rendered during staff time there is no budget or dollar amount associated with offering such services, but is instead a general activity as part of our mission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4tHE OFFICERS OF THE ORGANIZATION REVIEWED THE FORM 990 AND RELATED FILINSGS(SCHEDULE B, SCHEDULE R, AND SCHEDULE 0) AND APPROVED THE FILINGS. THE FORM 990 WILL BE AVAILABLE TO THE BOARD OF DIRECTORS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI, Section A: Question 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI: Section C: Question 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3part III, line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, SECTION B, QUESTION 11A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt05141 california ave ste 250
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