Civic Intelligence

Orange County Concierge Association

990EZ • Fiscal year 2015 • EIN 32-0164151

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 25, 2016

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

81st percentile

18%

Higher net margin than 81% of similar nonprofits.

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

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 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 2014 to 2015

Revenue Growth

12th percentile

-26%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$0

Flat from 2014

Net Assets

Up

$6,906

Up $3,225 (+88%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Down

$38,875

Down $13,557 (-26%) from 2014

Expenses

Down

$31,969

Down $16,782 (-34%) from 2014

Net Income

Up

$6,906

Up $3,225 (+88%) from 2014

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2015

Assets$0
Liabilities-
Net Assets$6,906
Open 2015 Filing

Operations Trend

Revenue Growth12th 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

2015

Revenue$38,875
Expenses$31,969
Net Income$6,906
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 25, 2016
Return Version
2015v2.1
Gross Receipts
$38,875
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 Pay69th 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
2016-04-25

Preparer

Firm
Patrick J Brennan EA
Address
129 S Avenida Lysanne, Anaheim, CA 92807-4002
Preparer
Patrick J Brennan Ea
Phone
7149988131
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Community Donations 3000.”

Form 990EZ, Part I, Line 16

“Educational Funds 1511.”

Form 990EZ, Part I, Line 16

“Board and General Meetings 4745.”

Form 990EZ, Part I, Line 16

“Tradeshows 4182.”

Form 990EZ, Part I, Line 16

“Familiarization Trips 1364.”

Form 990EZ, Part I, Line 16

“Corporation Appreciation Night 945.”

Form 990EZ, Part I, Line 16

“Symposium, Board Gala, and Retreat 9404.”

Form 990EZ, Part I, Line 16

“Overhead and Miscellaneous 6818.”

Raw XML Appendix135 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Lisa Yamamoto
IRS990EZ/BooksInCareOfDetail/PhoneNum07146151692
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 2004
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Newport Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092663
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06906
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt038875
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt024150
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06906
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0Heather Dahl-Ellis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt1Val Martinez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt2Emily Mueller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt3Tammy Thurlow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt4Lisa Yamamoto
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt5Jeff Brynes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt6Scott Ramsey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt7Betty Galzen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt8Kimberly Matz-Lee
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/OtherExpensesTotalAmt031969
IRS990EZ/PrimaryExemptPurposeTxt0The Association actively promotes and forwards the trade interests of the members who operate in the Concierge industry in Orange County.
IRS990EZ/ProgramServiceRevenueAmt014725
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
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031969
IRS990EZ/TotalRevenueAmt038875
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Community Donations 3000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Educational Funds 1511.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board and General Meetings 4745.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Tradeshows 4182.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Familiarization Trips 1364.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Corporation Appreciation Night 945.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Symposium, Board Gala, and Retreat 9404.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Overhead and Miscellaneous 6818.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA YAMAMOTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07146151692
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-25
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/PhoneNum07149988131
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK J BRENNAN EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-06-29T17:55:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$6,906
Revenue
$38,875
Expenses
$31,969
Net income
$6,906
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