Civic Intelligence

Caloptima Foundation

990 • Fiscal year 2011 • EIN 27-3068015

Jul 01, 2010 to Jun 30, 2011 • Filed on May 11, 2012

Organization ProfileN/A
505 City Parkway West92868-4231
Siviq Scores

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

Liabilities / Assets

94th percentile

1.00x

Higher debt load relative to assets than 94% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets94th percentile

Assets

$385,584

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

$385,584

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$465,134

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $385,584Liabilities 2011: $385,584Net Assets 2011: $02011Assets 2012: $314,422Liabilities 2012: $314,403Net Assets 2012: $192012Assets 2013: $163,355Liabilities 2013: $163,330Net Assets 2013: $252013Assets 2014: $3,118,556Liabilities 2014: $118,531Net Assets 2014: $3,000,0252014Assets 2015: $2,962,983Liabilities 2015: $56,379Net Assets 2015: $2,906,6042015Assets 2016: $2,930,204Liabilities 2016: $35,359Net Assets 2016: $2,894,8452016Assets 2017: $2,893,139Liabilities 2017: $25,000Net Assets 2017: $2,868,1392017Assets 2018: $2,843,139Liabilities 2018: $0Net Assets 2018: $2,843,1392018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2011

Assets$385,584
Liabilities$385,584
Net Assets$0
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $465,1342011Expenses 2012: $3,245,6452012Expenses 2013: $2,045,7452013Revenue 2014: $4,197,673Expenses 2014: $1,197,673Net Income 2014: $3,000,0002014Revenue 2015: $249,283Expenses 2015: $342,704Net Income 2015: -$93,4212015Revenue 2016: $313,993Expenses 2016: $325,752Net Income 2016: -$11,7592016Revenue 2017: $27,164Expenses 2017: $53,870Net Income 2017: -$26,7062017Revenue 2018: $0Expenses 2018: $25,000Net Income 2018: -$25,0002018Revenue 2019: $35,771Expenses 2019: $12,000Net Income 2019: $23,7712019

Highlighted filing

2011

Revenue-
Expenses$465,134
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
May 11, 2012
Return Version
2010v3.4
Gross Receipts
$385,584
Mission and Program Overview

Mission

The caloptima foundation had been formed as a non-profit organization under the control of caloptima for the benefit of caloptima members and other community members in orange county. The primary objective for the foundation is to take advantage of health related programming and funding opportunities that are not available to government entities. Currently, there is only one program under the foundation, caloptima regional extension center, which is funded through the federal american reform and recovery act.

Filing and Contact Details

Filer

EIN
27-3068015
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IRS990/MissionDescription0THE CALOPTIMA FOUNDATION HAD BEEN FORMED AS A NON-PROFIT ORGANIZATION UNDER THE CONTROL OF CALOPTIMA FOR THE BENEFIT OF CALOPTIMA MEMBERS AND OTHER IN THE ORANGE COUNTY COMMUNITY. A PRIMARY OBJECTIVE FOR THE FOUNDATION IS TO TAKE ADVANTAGE OF HEALTH RELATED PROGRAMS AND FUNDING OPPORTUNITIES THAT ARE NOT AVAILABLE TO GOVERNMENTAL ENTITIES. THERE IS CURRENTLY ONLY ONE GRANT PROGRAM UNDER THE FOUNDATION, HIT REGIONAL EXTENSION CENTER PROGRAM UNDER THE AMERICAN REFORM AND RECOVERY ACT.
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IRS990ScheduleO/GeneralExplanation/Explanation2A COPY OF FORM 990 WILL BE PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS.
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IRS990/TheBooksAreInCareOf/AddressUS/State0CA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode092868
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10LAURIE HOLDEN
IRS990/TheBooksAreInCareOf/TelephoneNumber07142468795
IRS990/TotalAssets/BOY00
IRS990/TotalAssetsBOY00
IRS990/TotalAssets/EOY0385584
IRS990/TotalAssetsEOY0385584
IRS990/TotalCompGT150K01
IRS990/TotalExpensesCurrentYear0465134
IRS990/TotalExpensesPriorYear00
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral0381002
IRS990/TotalFunctionalExpenses/ProgramServices084132
IRS990/TotalFunctionalExpenses/Total0465134
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY0385584
IRS990/TotalLiabilitiesEOY0385584
IRS990/TotalLiabNetAssetsFundBalances/BOY00
IRS990/TotalLiabNetAssetsFundBalances/EOY0385584
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers09

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$385,584
Liabilities
$385,584
Net assets
$0
Revenue
-
Expenses
$465,134
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$0.01$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.00$2.84$0.00$0.03$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.03$2.87$0.03$0.05$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.04$2.89$0.31$0.33$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.96$0.06$2.91$0.25$0.34$0.09
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.12$3.00$4.20$1.20$3.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.16$0.00$2.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.31$0.00$3.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.39$0.00$0.47