Civic Intelligence

Resource Oversight & Guidance Services Inc.

990EZ • Fiscal year 2014 • EIN 27-1997250

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 07, 2015

333 City Blvd West 17th FlrOrange, CA 92868

(714) 267-5278

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

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

Source year 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

$12,013

No earlier filing loaded for comparison.

Net Assets

$12,013

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$16,071

No earlier filing loaded for comparison.

Expenses

$4,073

No earlier filing loaded for comparison.

Net Income

$11,998

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2014: $12,013Net Assets 2014: $12,0132014Assets 2015: $91,794Net Assets 2015: $91,7942015Assets 2016: $94,382Liabilities 2016: $10,116Net Assets 2016: $84,2662016Assets 2018: $137,041Liabilities 2018: $30,094Net Assets 2018: $106,9472018Assets 2019: $149,259Liabilities 2019: $0Net Assets 2019: $149,2592019Assets 2020: $283,653Liabilities 2020: $0Net Assets 2020: $283,6532020Assets 2021: $298,724Liabilities 2021: $0Net Assets 2021: $298,7242021Assets 2022: $416,128Liabilities 2022: $0Net Assets 2022: $416,1282022

Highlighted filing

2014

Assets$12,013
Liabilities-
Net Assets$12,013

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2014: $16,071Expenses 2014: $4,073Net Income 2014: $11,9982014Revenue 2015: $87,939Expenses 2015: $8,158Net Income 2015: $79,7812015Revenue 2016: $211,437Expenses 2016: $218,965Net Income 2016: -$7,5282016Revenue 2018: $357,823Expenses 2018: $319,899Net Income 2018: $37,9242018Revenue 2019: $467,563Expenses 2019: $455,259Net Income 2019: $12,3042019Revenue 2020: $640,539Expenses 2020: $506,145Net Income 2020: $134,3942020Revenue 2021: $679,235Expenses 2021: $664,206Net Income 2021: $15,0292021Revenue 2022: $891,465Expenses 2022: $772,461Net Income 2022: $119,0042022

Highlighted filing

2014

Revenue$16,071
Expenses$4,073
Net Income$11,998
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 7, 2015
Return Version
2014v5.0
Gross Receipts
$16,071
Mission and Program Overview

Mission

Resource oversight & guidance services, inc provides social security representative payee and va fiduciary services to mentally ill clients who are unable to manage their benefits and who do not have anyone else able to assist. Currently, we serve over 2,500 active clients and have assisted thousands more.

Resource oversight and guidance provides financial oversight, guidance and education in a professional and caring manner to individuals who are incapable of managing their own finances and do not have friends or family who are able to serve in this capacity.

Program Services

DescriptionGrantsExpenses
RESOURCE OVERSIGHT AND GUIDANCE SERVICES PROVIDED ASSISTANCE TO INDIVIDUALS WHO NEEDED HELP WITH THEIR FINANCIAL AFFAIRS$16,061-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEAN M REYBURNPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Resource Oversight Guidance Services Inc
EIN
27-1997250
Phone
7142675278
Address
333 CITY BLVD WEST 17TH FLR, Orange, CA 92868

Signing Officer

Name
Dean M Reyburn
Title
President
Phone
7142675278
Signed
2015-04-07
Discuss with paid preparer
Yes

Preparer

Firm
H and R Block
Address
22411 ANTONIO PKWY STE C110, RANCHO STA MARGARITA, CA 92688
Preparer
Tricia Ceccarelli
Phone
9496359482
Supplemental Narrative

Additional Explanations

1041 Page 1 Part 1 Line 16

Internet marketing - $3465

1041 Page 1 Part 1 Line 16

Internet marketing - $3465 bank charges - $15, parking - $23

1041 Page 1 Part 1 Line 16

Internet marketing - $3465 bank charges - $15, parking - $23 bond - $550, state licensing - $20

Raw XML Appendix95 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/PersonNm0DEAN REYBURN
IRS990EZ/BooksInCareOfDetail/PhoneNum09497131802
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt023046 AVENIDA DE LA CARLOTA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Laguna Hills
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092653
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012013
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011998
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012013
IRS990EZ/GrossReceiptsAmt016071
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011998
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012013
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEAN M REYBURN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04073
IRS990EZ/OtherRevenueTotalAmt010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0RESOURCE OVERSIGHT AND GUIDANCE PROVIDES FINANCIAL OVERSIGHT, GUIDANCE AND EDUCATION IN A PROFESSIONAL AND CARING MANNER TO INDIVIDUALS WHO ARE INCAPABLE OF MANAGING THEIR OWN FINANCES AND DO NOT HAVE FRIENDS OR FAMILY WHO ARE ABLE TO SERVE IN THIS CAPACITY.
IRS990EZ/ProgramServiceRevenueAmt016061
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RESOURCE OVERSIGHT AND GUIDANCE SERVICES PROVIDED ASSISTANCE TO INDIVIDUALS WHO NEEDED HELP WITH THEIR FINANCIAL AFFAIRS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016061
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04073
IRS990EZ/TotalRevenueAmt016071
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt010
IRS990ScheduleA/OtherIncome509Grp/TotalAmt010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt016061
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt016061
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt016061
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016061
IRS990ScheduleA/Total509Grp/TotalAmt016061
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt016071
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt016071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTERNET MARKETING - $3465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTERNET MARKETING - $3465 BANK CHARGES - $15, PARKING - $23
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INTERNET MARKETING - $3465 BANK CHARGES - $15, PARKING - $23 BOND - $550, STATE LICENSING - $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc01041 PAGE 1 PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11041 PAGE 1 PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21041 PAGE 1 PART 1 LINE 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEAN M REYBURN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07142675278
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RESOURCE OVERSIGHT GUIDANCE SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0RESO
ReturnHeader/Filer/EIN0271997250
ReturnHeader/Filer/PhoneNum07142675278
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 CITY BLVD WEST 17TH FLR
ReturnHeader/Filer/USAddress/CityNm0Orange
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092868
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt022411 ANTONIO PKWY STE C110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANCHO STA MARGARITA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092688
ReturnHeader/PreparerPersonGrp/PhoneNum09496359482
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tricia Ceccarelli
ReturnHeader/ReturnTs02015-04-13T18:34:10Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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