Civic Intelligence

Orange County Concierge Association

990EZ • Fiscal year 2014 • EIN 32-0164151

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 25, 2015

Organization ProfileN/A
PO Box 2004Newport Beach, CA 92663

(714) 615-1692

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

61st percentile

7.0%

Higher net margin than 61% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

52nd percentile

2.3%

Faster revenue growth than 52% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $3,149 (-100%) from 2013

Net Assets

Up

$3,681

Up $532 (+17%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Up

$52,432

Up $1,190 (+2.3%) from 2013

Expenses

Down

$48,751

Down $2,987 (-5.8%) from 2013

Net Income

Up

$3,681

Up $4,177 (+842%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$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

2014

Assets$0
Liabilities-
Net Assets$3,681
Open 2014 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$52,432
Expenses$48,751
Net Income$3,681
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 25, 2015
Return Version
2014v5.0
Gross Receipts
$52,432
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.

The Association actively promotes and forwards the trade interests of the members who operate in the Concierge industry in Orange County.

Program Services

DescriptionGrantsExpenses
The Association actively promoted and forwarded the trade interests as well as provided educational opportunities to the members who operate in Association.--
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-PresidentPT$0--
-Vice PresidentPT$0--
-Correspondence SecretaryPT$0--
-Recording SecretaryPT$0--
-Co-Treasurer-$0--
-Co-Treasurer/Web Master-$0--
-Historian-$0--
-Director Of Protocol-$0--
-Director Of Membership-$0--
-Director Of Public Relations-$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
Lisa Yamamoto
Title
Co-treasurer
Phone
7146151692
Signed
2015-07-25

Preparer

Firm
Patrick J Brennan EA
Address
129 S Avenida Lysanne, Anaheim, CA 92807-4002
Preparer
Patrick J Brennan Ea
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Community donations 1126. Educational funds 4874. Board and general meetings 12245. Tradeshows 9488. Familiarization trips 400. Corporation appreciation night 1047. Symposium, board gala, and retreat 7352. Overhead and miscellaneous 12219.”

Raw XML Appendix120 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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IRS990EZ/BooksInCareOfDetail/PhoneNum07146151692
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 2004
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Newport Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092663
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IRS990EZ/ContributionsGiftsGrantsEtcAmt00
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03681
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0Keilaine Ruiz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt1Erika Kenneth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt2Gundula Reile
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt3Tammy Thurlow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt4Lisa Yamamoto
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt5Val Martinez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt6Scott Ramsey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt7Betty Galzen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt8Heather Dahl-Ellis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt9Lisa Carpenter
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/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Correspondence Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Co-Treasurer/Web Master
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director of Protocol
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director of membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director of Public Relations
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048751
IRS990EZ/PrimaryExemptPurposeTxt0The Association actively promotes and forwards the trade interests of the members who operate in the Concierge industry in Orange County.
IRS990EZ/ProgramServiceRevenueAmt015730
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Association actively promoted and forwarded the trade interests as well as provided educational opportunities to the members who operate in Association.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalRevenueAmt052432
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY DONATIONS 1126. EDUCATIONAL FUNDS 4874. BOARD AND GENERAL MEETINGS 12245. TRADESHOWS 9488. FAMILIARIZATION TRIPS 400. CORPORATION APPRECIATION NIGHT 1047. SYMPOSIUM, BOARD GALA, AND RETREAT 7352. OVERHEAD AND MISCELLANEOUS 12219.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA YAMAMOTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07146151692
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-25
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/PreparerFirmName/BusinessNameLine1Txt0Patrick J Brennan EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0129 S Avenida Lysanne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Anaheim
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0928074002
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK J BRENNAN EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-07-27T18:12:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$3,681
Revenue
$52,432
Expenses
$48,751
Net income
$3,681
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