Civic Intelligence

Orange County Psychiatric Society

990EZ • Fiscal year 2017 • EIN 33-0099284

Mar 01, 2016 to Feb 28, 2017 • Filed on Oct 24, 2017

Organization Profilewww.ocps.org
17322 Murphy AvenueIrvine, CA 92614

(949) 250-3157

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

85th percentile

22%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

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

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

94th percentile

65%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$171,494

Up $20,014 (+13%) from 2016

Net Assets

Up

$171,494

Up $20,014 (+13%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Up

$86,317

Up $34,012 (+65%) from 2016

Expenses

Down

$67,675

Down $4,297 (-6.0%) from 2016

Net Income

Up

$18,642

Up $38,309 (+195%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$300K$200K$100K$0Assets 2012: $115,344Liabilities 2012: $0Net Assets 2012: $115,3442012Assets 2013: $139,673Net Assets 2013: $139,6732013Assets 2014: $165,838Net Assets 2014: $165,8382014Assets 2015: $179,473Net Assets 2015: $179,4732015Assets 2016: $151,480Net Assets 2016: $151,4802016Assets 2017: $171,494Net Assets 2017: $171,4942017Assets 2018: $179,833Net Assets 2018: $179,8332018Assets 2019: $193,819Net Assets 2019: $193,8192019Assets 2020: $200,473Net Assets 2020: $200,4732020Assets 2022: $199,341Net Assets 2022: $199,3412022Assets 2024: $269,594Net Assets 2024: $269,5942024

Highlighted filing

2017

Assets$171,494
Liabilities-
Net Assets$171,494
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $62,055Expenses 2012: $61,897Net Income 2012: $1582012Revenue 2013: $77,266Expenses 2013: $69,054Net Income 2013: $8,2122013Revenue 2014: $70,331Expenses 2014: $56,392Net Income 2014: $13,9392014Revenue 2015: $75,096Expenses 2015: $61,461Net Income 2015: $13,6352015Revenue 2016: $52,305Expenses 2016: $71,972Net Income 2016: -$19,6672016Revenue 2017: $86,317Expenses 2017: $67,675Net Income 2017: $18,6422017Revenue 2018: $79,264Expenses 2018: $60,523Net Income 2018: $18,7412018Revenue 2019: $88,649Expenses 2019: $69,346Net Income 2019: $19,3032019Revenue 2020: $119,201Expenses 2020: $56,934Net Income 2020: $62,2672020Revenue 2022: $82,519Expenses 2022: $75,451Net Income 2022: $7,0682022Revenue 2024: $92,320Expenses 2024: $80,576Net Income 2024: $11,7442024

Highlighted filing

2017

Revenue$86,317
Expenses$67,675
Net Income$18,642
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2016 to Feb 28, 2017
Signed
Oct 24, 2017
Return Version
2016v3.0
Gross Receipts
$86,317
Mission and Program Overview

Mission

Primary mental health advocates for quality patient care

PUBLIC EDUCATION

Program Services

DescriptionGrantsExpenses
CO-ORDINATION WITH NATIONAL PSYCHIATRIC ORGANIZATIONWHICH BENEFITS ALL MEMBERS$27,091-
EDUCATION, MEETINGS AND NEWSLETTERS WHICH BENEFIT ALL MEMBERS$5,303-
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANISH DUBE MDTreasurerPT$0--
DAVID SAFANI MDPresident & CEOPT$0--
ROBERT BOTA MDVice PresidentPT$0--
YUJUAN CHOY MDPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Orange County Psychiatric Society
EIN
33-0099284
Phone
9492503157
Address
17322 MURPHY AVENUE, IRVINE, CA 92614

Signing Officer

Name
Jeffrey C Glass Md
Title
President
Signed
2017-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Robert Schaefer Accountancy Corp
Address
23421 SOUTH POINTE DRIVE STE 115, LAGUNA HILLS, CA 92653-1554
Preparer
Robert Schaefer CPA
Phone
9498551255
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $2418”

Other Expenses.1005

“Travel $3036”

Other Expenses.1009

“Depreciation $273”

Other Expenses.1012

“Insurance $1360”

Other Expenses.1

“RENT/STORAGE $4975”

Other Expenses.2

“DUES $2875”

Other Expenses.3

“WEBSITE $2520”

Other Expenses.4

“TELEPHONE $1846”

Other Expenses.5

“PUBLIC AFFAIRS EXP $1249”

Other Expenses.7

“TAX SEC OF STATE $25”

Other Expenses.8

“FTB TAX $10”

Other Assets.1003

“Machinery and Equipment - Beginning $0 Machinery and Equipment - Ending $1532”

Raw XML Appendix131 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/BenefitsPaidToOrForMembersAmt06687
IRS990EZ/BooksInCareOfDetail/PersonNm0CHARLES NYUYEN MD
IRS990EZ/BooksInCareOfDetail/PhoneNum09492503157
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017322 MURPHY AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IRVINE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092614
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0151480
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0169962
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018642
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01125
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0151480
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0171494
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013221
IRS990EZ/GrossReceiptsAmt086317
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt04620
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt081697
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0151480
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0171494
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0151480
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0171494
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANISH DUBE MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID SAFANI MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT BOTA MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3YUJUAN CHOY MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01532
IRS990EZ/OtherChangesInNetAssetsAmt01372
IRS990EZ/OtherExpensesTotalAmt020587
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt0546
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CO-ORDINATION WITH NATIONAL PSYCHIATRIC ORGANIZATIONWHICH BENEFITS ALL MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATION, MEETINGS AND NEWSLETTERS WHICH BENEFIT ALL MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027091
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15303
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt025509
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067675
IRS990EZ/TotalProgramServiceExpensesAmt032394
IRS990EZ/TotalRevenueAmt086317
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.ocps.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2418
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $3036
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $273
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RENT/STORAGE $4975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES $2875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WEBSITE $2520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TELEPHONE $1846
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PUBLIC AFFAIRS EXP $1249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TAX SEC OF STATE $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10FTB TAX $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Machinery and Equipment - Beginning $0 Machinery and Equipment - Ending $1532
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1003
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY C GLASS MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORANGE COUNTY PSYCHIATRIC SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0330099284
ReturnHeader/Filer/PhoneNum09492503157
ReturnHeader/Filer/USAddress/AddressLine1Txt017322 MURPHY AVENUE
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092614
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT SCHAEFER ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023421 SOUTH POINTE DRIVE STE 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAGUNA HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926531554
ReturnHeader/PreparerPersonGrp/PhoneNum09498551255
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT SCHAEFER CPA
ReturnHeader/ReturnTs02017-10-24T10:30:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-03-01
ReturnHeader/TaxPeriodEndDt02017-02-28
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$171,494
Liabilities
-
Net assets
$171,494
Revenue
$86,317
Expenses
$67,675
Net income
$18,642
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.70$2.70$0.92$0.81$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.99$1.99$0.83$0.75$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$2.00$1.19$0.57$0.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$1.94$0.89$0.69$0.19
2018Detailed filing. Detailed filing data is available for this year.$1.80$1.80$0.79$0.61$0.19
2017Detailed filing. Detailed filing data is available for this year.$1.71$1.71$0.86$0.68$0.19
2016Detailed filing. Detailed filing data is available for this year.$1.51$1.51$0.52$0.72$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.79$1.79$0.75$0.61$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.66$1.66$0.70$0.56$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$1.40$0.77$0.69$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.62$0.62$0.00