Civic Intelligence

Sustain Socal (Fka Sustain Oc)

990 • Fiscal year 2015 • EIN 27-1818457

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 02, 2016

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.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

47th percentile

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

16th percentile

-15%

Higher net margin than 16% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

98th percentile

$128,563

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 77.0% of source-year revenue.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

5th percentile

-47%

Faster asset growth than 5% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-25%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$28,057

Down $25,093 (-47%) from 2014

Net Assets

Down

$28,057

Down $25,093 (-47%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$167,016

Down $55,286 (-25%) from 2014

Expenses

Up

$192,109

Up $10,843 (+6.0%) from 2014

Net Income

Down

-$25,093

Down $66,129 (-161%) from 2014

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

2015

Assets$28,057
Liabilities$0
Net Assets$28,057

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

2015

Revenue$167,016
Expenses$192,109
Net Income-$25,093
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 2, 2016
Return Version
2015v2.1
Gross Receipts
$167,016
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$53,150$28,057▼ $25,093
Rtn Earn Endowment Incm Other Fnds$53,150$28,057▼ $25,093
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
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$53,150$28,057▼ $25,093
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$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$53,150$28,057▼ $25,093
Total Liabilities and Net Assets / Fund Balance$53,150$28,057▼ $25,093
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Scott KitcherPresidentFT$128,563$128,563

Board Members and Trustees

NameTitle
Lisa VargaChairperson
Alan LeeBoard Member
Boris MaslovBoard Member
Brad TimonBoard Member
Chip MonacoBoard Member
Chris IveyBoard Member
Curt PringleBoard Member
Daniel KabbanBoard Member
Dave JonesBoard Member
Duane CaveBoard Member
Dylan WrightBoard Member
Greg MemoBoard Member
Greg TrimarcheBoard Member
Harrison ClayBoard Member
Jam AttariBoard Member
John GrussBoard Member
Lacy KellyBoard Member
Larry LabradoBoard Member
Marc CampopianoBoard Member
Matthew JenusaitisBoard Member
Michel KamelBoard Member
Mike LevinBoard Member
Patrick SheildsBoard Member
Patrick ThompsonBoard Member
Paul SimondsBoard Member
Sean KellyBoard Member
Steve EberleBoard Member
Steve GrossBoard Member
Theodore PapagiannisBoard Member
Will DeckerBoard Member
brian kremerBoard Member
Vitaly LeeSecretary
Allen GohTreasure
Revenue and Support

Revenue Composition

Contributions and Grants
$119,416
Program Service Revenue
$47,600
Investment Income
$0
Other Revenue
$0
All Other Contributions
$29,416
Change in Net Assets
$-25,093
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$143,561
Other Expenses$48,548
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-$128,563-$128,563
Conferences and Meetings$14,564$9,635-$24,199
Insurance-$20,005-$20,005
Payroll Taxes-$14,998-$14,998
Office Expenses-$3,242-$3,242
Fees for Services Management-$270-$270
Other Expenses-$127-$127
Travel-$53-$53
Total Functional Expenses$14,564$177,545$0$192,109
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
No
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. All 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
director
Phone
9494280288
Signed
2016-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Kitcher
Formed
2010
Legal Domicile
CA
Voting Board Members
34
Independent Board Members
34
Employees
1
Volunteers
44

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. 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/Form990PartVIISectionAGrp/PersonNm2Allen Goh
IRS990/Form990PartVIISectionAGrp/PersonNm3Mike Levin
IRS990/Form990PartVIISectionAGrp/PersonNm4Marc Campopiano
IRS990/Form990PartVIISectionAGrp/PersonNm5Duane Cave
IRS990/Form990PartVIISectionAGrp/PersonNm6Harrison Clay
IRS990/Form990PartVIISectionAGrp/PersonNm7Will Decker
IRS990/Form990PartVIISectionAGrp/PersonNm8Steve Eberle
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IRS990/Form990PartVIISectionAGrp/PersonNm10Matthew Jenusaitis
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IRS990/Form990PartVIISectionAGrp/PersonNm26Sean Kelly
IRS990/Form990PartVIISectionAGrp/PersonNm27Chip Monaco
IRS990/Form990PartVIISectionAGrp/PersonNm28Curt Pringle
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IRS990/Form990PartVIISectionAGrp/PersonNm30Paul Simonds
IRS990/Form990PartVIISectionAGrp/PersonNm31Dylan Wright
IRS990/Form990PartVIISectionAGrp/PersonNm32Jam Attari
IRS990/Form990PartVIISectionAGrp/PersonNm33Scott Kitcher
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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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