Civic Intelligence

Dana Point Aquatic Foundation

EIN 27-4230926 • 501(c)3 • San Clemente, CA

Pub. 78 Eligible990-N Coverage

Profile

To provide for public access and community educational services at the oc sailing & events center. To provide access to sailing and boating safety education regardless of physical, developmental, or economic limitations. Promoting environmental stewardship and supporting diverse recreational expereiences for the general public in dana point harbor. Provide need-based scholarships for activities at the center.

2721 Via Santo TomasSan Clemente, CA 92672

www.dpaquaticfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

46th percentile

0.0%

Higher net margin than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

99th percentile

2526%

Faster asset growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

56th percentile

2.3%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$160,000

Up $153,907 (+2526%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$160,000

Up $153,907 (+2526%) from 2022

Revenue

Up

$69,000

Up $1,550 (+2.3%) from 2022

Expenses

Up

$69,000

Up $1,456 (+2.2%) from 2022

Net Income

Up

$0

Up $94 (+100%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2019: $20,394Liabilities 2019: $15,316Net Assets 2019: $5,0782019Assets 2022: $6,093Net Assets 2022: $6,0932022Assets 2023: $160,000Liabilities 2023: $0Net Assets 2023: $160,0002023

Highlighted filing

2023

Assets$160,000
Liabilities$0
Net Assets$160,000

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2019: $57,705Expenses 2019: $55,186Net Income 2019: $2,5192019Revenue 2022: $67,450Expenses 2022: $67,544Net Income 2022: -$942022Revenue 2023: $69,000Expenses 2023: $69,000Net Income 2023: $02023

Highlighted filing

2023

Revenue$69,000
Expenses$69,000
Net Income$0

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 17, 2024
Return Version
2022v5.0
Gross Receipts
$69,000
Mission and Program Overview

Mission

To provide for public access and community educational services at the oc sailing & events center. To provide access to sailing and boating safety education regardless of physical, developmental, or economic limitations. Promoting environmental stewardship and supporting diverse recreational expereiences for the general public in dana point harbor. Provide need-based scholarships for activities at the center.

scholarships and equipment for educational safe boating

Program Services

DescriptionGrantsExpenses
boating scholarships$40,000$40,000
boating equipment$20,000$20,000
National Boating week$3,000$3,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diane Jean WenzelChairperson SecretaryPT$0--
Scott EatonTreasurer-$0--
Jim WehanDirector-$0--
John YamasakiDirector-$0--
Nancy BradyDirector-$0--
Anthony VelaDirector-$0--
Filing and Contact Details

Filer

Filer Name
Dana Point Aquatic Foundation
EIN
27-4230926
Phone
9492352252
Address
2721 VIA SANTO TOMAS, SAN CLEMENTE, CA 92672

Signing Officer

Name
Diane Wenzel
Title
Chairperson
Phone
0000000000
Signed
2024-10-17

Preparer

Firm
Owner - ED Westwind Sailing
Address
2721 Via Santo Tomas, 0, San Clemente, CA 92672
Supplemental Narrative

Additional Explanations

Schedule O:

16: equipment purchases. Sails, lifejackets 20: New equipment purchase 24: Equipment in program: sailboats, safetyboats, kayaks, sups, lifejackets 44: No tanning services

Raw XML Appendix194 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt016: equipment purchases. Sails, lifejackets 20: New equipment purchase 24: Equipment in program: sailboats, safetyboats, kayaks, sups, lifejackets 44: No tanning services
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairperson
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
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ReturnHeader/Filer/EIN0274230926
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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