Civic Intelligence

Orange County Concierge Association

EIN 32-0164151 • 501(c)6 • Newport Beach, CA

Profile

The Association actively promoted and forwarded the trade interests as well as provided educational opportunities to the members who operate the Association.

PO Box 2004Newport Beach, CA 92663

n/A

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

38th percentile

-5.5%

Higher net margin than 38% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Revenue Growth

38th percentile

-5.5%

Faster revenue growth than 38% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$3,403

Up $3,403 from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$3,403

Up $3,321 (+4050%) from 2016

Operations
Liabilities / RevenueScore unavailableNet Margin38th percentile

Revenue

Down

$27,509

Down $1,604 (-5.5%) from 2016

Expenses

Flat

$29,031

Flat from 2016

Net Income

Down

-$1,522

Down $1,604 (-1956%) from 2016

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2013: $3,149Net Assets 2013: $3,1492013Assets 2014: $0Net Assets 2014: $3,6812014Assets 2015: $0Net Assets 2015: $6,9062015Assets 2016: $0Net Assets 2016: $822016Assets 2017: $3,403Net Assets 2017: $3,4032017

Highlighted filing

2017

Assets$3,403
Liabilities-
Net Assets$3,403
Open 2017 Filing

Operations Trend

Revenue Growth38th percentile

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

$60K$40K$20K$0-$20KRevenue 2013: $51,242Expenses 2013: $51,738Net Income 2013: -$4962013Revenue 2014: $52,432Expenses 2014: $48,751Net Income 2014: $3,6812014Revenue 2015: $38,875Expenses 2015: $31,969Net Income 2015: $6,9062015Revenue 2016: $29,113Expenses 2016: $29,031Net Income 2016: $822016Revenue 2017: $27,509Expenses 2017: $29,031Net Income 2017: -$1,5222017

Highlighted filing

2017

Revenue$27,509
Expenses$29,031
Net Income-$1,522
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,403
Liabilities
-
Net assets
$3,403
Revenue
$27,509
Expenses
$29,031
Net income
-$1,522
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$3.40$3.40$27.5$29.0$1.52
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.08$29.1$29.0$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.00$6.91$38.9$32.0$6.91
2014Detailed filing. Detailed filing data is available for this year.$0.00$3.68$52.4$48.8$3.68
2013Detailed filing. Detailed filing data is available for this year.$3.15$3.15$51.2$51.7$0.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jan 28, 2019
Return Version
2017v2.2
Gross Receipts
$27,509
Mission and Program Overview

Mission

The Association actively promoted and forwarded the trade interests as well as provided educational opportunities to the members who operate the Association.

Program Services

DescriptionGrantsExpenses
The Association actively promoted and forwarded the trade interests as well as provided educational opportunities to the members who operate the Association.--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER DAHL-ELLISPresidentPT$0--
VAL MARTINEZVice PresidentPT$0--
LISA YAMAMOTOVice PresidentPT$0--
MARCIA CHAVEZCo-TreasurerPT$0--
TAMMY THURLOWTreasurerPT$0--
LIZETTE RABAGOSecretaryPT$0--
SCOTT RAMSEYHistorian-$0--
JANICE BOWERSDirector Of Membership-$0--
LISA CARPENTERProtocolPT$0--
Filing and Contact Details

Filer

Filer Name
Orange County Concierge Association
EIN
32-0164151
Phone
7146151692
Address
PO BOX 2004, NEWPORT BEACH, CA 92663

Signing Officer

Name
Marcia Chavez
Title
Treasurer
Signed
2019-01-28
Discuss with paid preparer
Yes

Preparer

Firm
G Rowland CPA & Associates AAC
Address
2082 Business Center Drive Suite 17, Irvine, CA 92612-1322
Preparer
Gerard Rowland
Phone
9497521040
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Trade show/gala/other inc $10007”

Other Expenses.1

“Board and general meetings $8774”

Other Expenses.2

“Overhead and miscellaneous $7731”

Other Expenses.3

“Symposium, board gala, and ret $7273”

Other Expenses.4

“EDUCATIONAL FUNDS $1849”

Other Expenses.5

“Community donations $1540”

Other Expenses.6

“Familiarization trips $1057”

Other Expenses.7

“Corporation appreciation night $807”

Raw XML Appendix133 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/PersonNm0MARCIA CHAVEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum07146151692
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2004
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWPORT BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092663
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04925
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03403
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1522
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04925
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03403
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt027509
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt017502
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04925
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03403
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04925
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03403
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt57.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER DAHL-ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VAL MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA YAMAMOTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARCIA CHAVEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TAMMY THURLOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LIZETTE RABAGO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SCOTT RAMSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JANICE BOWERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LISA CARPENTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PROTOCOL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029031
IRS990EZ/OtherRevenueTotalAmt010007
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Association actively promoted and forwarded the trade interests as well as provided educational opportunities to the members who operate the Association.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Association actively promoted and forwarded the trade interests as well as provided educational opportunities to the members who operate the Association.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029031
IRS990EZ/TotalRevenueAmt027509
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRADE SHOW/GALA/OTHER INC $10007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD AND GENERAL MEETINGS $8774
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OVERHEAD AND MISCELLANEOUS $7731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SYMPOSIUM, BOARD GALA, AND RET $7273
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EDUCATIONAL FUNDS $1849
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMUNITY DONATIONS $1540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FAMILIARIZATION TRIPS $1057
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CORPORATION APPRECIATION NIGHT $807
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARCIA CHAVEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORANGE COUNTY CONCIERGE ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0320164151
ReturnHeader/Filer/PhoneNum07146151692
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2004
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092663
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461982551
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0G Rowland CPA & Associates AAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02082 Business Center Drive Suite 17
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926121322
ReturnHeader/PreparerPersonGrp/PhoneNum09497521040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERARD ROWLAND
ReturnHeader/ReturnTs02019-01-28T14:21:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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