Civic Intelligence

Orange County Advisors in Philanthropy

EIN 27-4703059

21515 Hawthorne Blvd No 125090503
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2012

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

<$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

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

Source year 2012

Revenue Growth

Score unavailable

No value available

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

Source year 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$8,992

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$8,992

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

$19,624

No earlier filing loaded for comparison.

Expenses

$14,885

No earlier filing loaded for comparison.

Net Income

$4,739

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10K$5.0K$0Assets 2012: $8,992Net Assets 2012: $8,9922012

Highlighted filing

2012

Assets$8,992
Liabilities-
Net Assets$8,992
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$15K$10K$5.0K$0Revenue 2012: $19,624Expenses 2012: $14,885Net Income 2012: $4,7392012

Highlighted filing

2012

Revenue$19,624
Expenses$14,885
Net Income$4,739
Open 2012 Filing

Filings

Most recent year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,992
Liabilities
-
Net assets
$8,992
Revenue
$19,624
Expenses
$14,885
Net income
$4,739
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.99$8.99$19.6$14.9$4.74
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 13, 2013
Return Version
2012v2.1
Filing and Contact Details

Filer

EIN
27-4703059
Raw XML Appendix138 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/ActivitiesNotPreviouslyRpt00
IRS990EZ/CashSavingsAndInvestments/BOY04253
IRS990EZ/CashSavingsAndInvestments/EOY08992
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear04739
IRS990EZ/FeesAndOthPymtToIndContractors0302
IRS990EZ/FiledScheduleA01
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GrossReceipts019624
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InvestmentIncome04
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MembershipDues05450
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY04253
IRS990EZ/NetAssetsOrFundBalancesBOY04253
IRS990EZ/NetAssetsOrFundBalances/EOY08992
IRS990EZ/NetAssetsOrFundBalancesEOY08992
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition04.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition14.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition24.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition34.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0RALPH ADAMO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1ROBERT GREENBERG
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2ERIN FUKUTO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3TRACY COOPER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3SECRETARY
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal013465
IRS990EZ/PrimaryExemptPurpose0THE ORGANIZATION'S MISSION IS AS FOLLOWS: 1. TO INSPIRE AND EDUCATE ADVISORS, HELPING THEM MAKE PHILANTHROPIC PLANNING WITH THEIR CLIENTS AN INTEGRAL PART OF THEIR PRACTICE 2. TO CREATE A UNIQUE NETWORK OF SUPPORT THROUGH COLLEGIAL RELATIONSHIPS AMONG AN INTENTIONALLY DIVERSE SPECTRUM OF PROFESSIONALS ATTRACTED TO MEMBERSHIP IN OUR ORGANIZATION 3. TO PROMOTE THE HIGHEST ETHICAL STANDARDS IN PHILANTHROPIC PLANNING.
IRS990EZ/PrintingPublicationsPostage01118
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0SPEAKER SERIES- THE ORGANIZATION HOLDS VARIOUS EVENTS ABOUT PHILANTHROPY TO CREATE AN EDUCATIONAL VENUE THAT ARE OPEN TO THE PUBLIC. GUEST SPEAKERS ARE BROUGHT IN TO EDUCATE AND MOTIVATE PHILANTHROPISTS BY SHARING THEIR EXPERIENCES ABOUT PHILANTHROPY.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1ROUNDTABLE MEETINGS - A GROUP OF DIVERSE PROFESSIONAL ADVISORS ARE DEVOTED TO MASTERING AND PROMOTING THE PRINCIPLES AND PRACTICES OF CLIENT- CENTERED PLANNING. THESE TOP ADVISORS MEET ON VARIOUS TOPICS SUCH AS MENTORING AND COLLABORATE ON BEST PRACTICES IN THEIR PHILANTHROPIC ENDEAVORS.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations10
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses014408
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses10
IRS990EZ/ProgramServiceRevenue014170
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1021515 HAWTHORNE BLVD SUITE 1250
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0TORRANCE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode090503
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10ERIN S FUKUTO CPA
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber03105405990
IRS990EZ/TotalAssets/BOY04253
IRS990EZ/TotalAssets/EOY08992
IRS990EZ/TotalExpenses014885
IRS990EZ/TotalProgramServiceExpenses014408
IRS990EZ/TotalRevenue019624
IRS990EZ/WebSite0HTTP://WWW.OCAIP.ORG
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/First5Years5090X
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear019620
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year022595
IRS990ScheduleA/GiftsGrantsContribReceived509/Total042215
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear04
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year07
IRS990ScheduleA/GrossInvestmentIncome509/Total011
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear04
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year07
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total011
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportTotal509042215
IRS990ScheduleA/SupportFromDQPsEtc/Total00
IRS990ScheduleA/Total509/CurrentTaxYear019620
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year022595
IRS990ScheduleA/Total509/Total042215
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear019624
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year022602
IRS990ScheduleA/TotalSupportTotal/Total042226
IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST INCOME 4..
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: OTHER EVENT EXPENSES. AMOUNT: 13,465.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0274703059
ReturnHeader/Filer/Name/BusinessNameLine10ORANGE COUNTY ADVISORS IN PHILANTHROPY
ReturnHeader/Filer/NameControl0ORAN
ReturnHeader/Filer/Phone03105405990
ReturnHeader/Filer/USAddress/AddressLine1021515 HAWTHORNE BLVD NO 1250
ReturnHeader/Filer/USAddress/City0TORRANCE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090503
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-11-13
ReturnHeader/Officer/Name0ERIN FUKUTO
ReturnHeader/Officer/Phone03105405990
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-11-13
ReturnHeader/PreparerFirm/EIN0330532641
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10RAIMONDO PETTIT GROUP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1021515 HAWTHORNE BLVD 1250
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0TORRANCE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0905036583
ReturnHeader/Preparer/Name0TIMOTHY D PETTIT CPA
ReturnHeader/Preparer/Phone03105405990
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-14T15:35:09-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.