Civic Intelligence

Orange County Paralegal Association

EIN 33-0197201 • 501(c)6 • Newport Beach, CA

Profile

Educate members through seminars (cla), meetings and discussions, publish newsletter to further educational goals

2549-B EASTBLUFF DRIVE Unit 399Newport Beach, CA 92660

www.ocparalegal.org

Siviq Scores

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

Liabilities / Assets

98th percentile

2.41x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

0.48x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

76th percentile

15%

Higher net margin than 76% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

15th percentile

-38%

Faster asset growth than 15% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2024

Revenue Growth

82nd percentile

29%

Faster revenue growth than 82% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$17,691

Down $2,405 (-12%) from 2023

Liabilities

Up

$42,693

Up $42,693 from 2023

Net Assets

Down

-$25,002

Down $45,098 (-224%) from 2023

Operations
Liabilities / Revenue93rd percentileNet Margin76th percentile

Revenue

Up

$89,684

Up $3,749 (+4.4%) from 2023

Expenses

Down

$75,871

Down $34,146 (-31%) from 2023

Net Income

Up

$13,813

Up $37,895 (+157%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$150K$100K$50K$0-$50KAssets 2013: $125,994Net Assets 2013: $125,9942013Assets 2014: $129,332Net Assets 2014: $129,3322014Assets 2015: $134,157Net Assets 2015: $134,1572015Assets 2016: $129,647Net Assets 2016: $129,6472016Assets 2017: $109,911Net Assets 2017: $109,9112017Assets 2018: $64,599Net Assets 2018: $64,5992018Assets 2019: $31,016Liabilities 2019: $0Net Assets 2019: $31,0162019Assets 2020: $58,435Liabilities 2020: $0Net Assets 2020: $58,4352020Assets 2021: $74,802Liabilities 2021: $0Net Assets 2021: $74,8022021Assets 2022: $56,911Liabilities 2022: $0Net Assets 2022: $56,9112022Assets 2023: $20,096Liabilities 2023: $0Net Assets 2023: $20,0962023Assets 2024: $17,691Liabilities 2024: $42,693Net Assets 2024: -$25,0022024

Highlighted filing

2024

Assets$17,691
Liabilities$42,693
Net Assets-$25,002
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

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

$150K$100K$50K$0-$50KRevenue 2013: $75,167Expenses 2013: $58,525Net Income 2013: $16,6422013Revenue 2014: $71,733Expenses 2014: $68,395Net Income 2014: $3,3382014Revenue 2015: $72,541Expenses 2015: $67,716Net Income 2015: $4,8252015Revenue 2016: $82,739Expenses 2016: $87,249Net Income 2016: -$4,5102016Revenue 2017: $71,072Expenses 2017: $90,808Net Income 2017: -$19,7362017Revenue 2018: $78,371Expenses 2018: $123,683Net Income 2018: -$45,3122018Revenue 2019: $90,825Expenses 2019: $124,408Net Income 2019: -$33,5832019Revenue 2020: $51,479Expenses 2020: $32,407Net Income 2020: $19,0722020Revenue 2021: $41,994Expenses 2021: $27,227Net Income 2021: $14,7672021Revenue 2022: $76,094Expenses 2022: $98,466Net Income 2022: -$22,3722022Revenue 2023: $85,935Expenses 2023: $110,017Net Income 2023: -$24,0822023Revenue 2024: $89,684Expenses 2024: $75,871Net Income 2024: $13,8132024

Highlighted filing

2024

Revenue$89,684
Expenses$75,871
Net Income$13,813
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,691
Liabilities
$42,693
Net assets
-$25,002
Revenue
$89,684
Expenses
$75,871
Net income
$13,813
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.18$0.43$0.25$0.90$0.76$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.86$1.10$0.24
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.76$0.98$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.42$0.27$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.51$0.32$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.91$1.24$0.34
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.78$1.24$0.45
2017Detailed filing. Detailed filing data is available for this year.$1.10$1.10$0.71$0.91$0.20
2016Detailed filing. Detailed filing data is available for this year.$1.30$1.30$0.83$0.87$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.34$1.34$0.73$0.68$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.29$1.29$0.72$0.68$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.26$1.26$0.75$0.59$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Gross Receipts
$89,684
Mission and Program Overview

Mission

Educate members through seminars (cla), meetings and discussions, publish newsletter to further educational goals

See Schedule O

Program Services

DescriptionGrantsExpenses
Education of Members and networking opportunities. Encourage new Members to join the Association and the industry through scholarships and community outreach.-$31,104
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Milady CambarePresident-$0--
Tanya ChopraVP Of Policy-$0--
Vicky La Celle MBA ACPVP Of Technology-$0--
Penny GutierrezTreasurer-$0--
Danielle OlsonVP Of Admin-$0--
Filing and Contact Details

Filer

Filer Name
Orange County Paralegal Association
EIN
33-0197201
In Care Of
% Penny Guitierrez
Phone
7143532273
Address
2549-B EASTBLUFF DRIVE Unit 399, Newport Beach, CA 92660

Signing Officer

Name
Penny Guitierrez
Title
Treasurer
Phone
7143532273
Signed
2025-05-08
Discuss with paid preparer
No

Preparer

Firm
Fitzgerald & Company CPAs
Address
2522 Chambers Rd Ste 116, Tustin, CA 92780
Preparer
John Fitzgerald CPA
Phone
9493980918
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountCREDIT CARD CASH REWARDS 558”

List of grants and similar amounts paid Part I line 10

“Activity Scholarships Amount 2,500”

Description of other expenses Part I line 16

“Description AmountAdministrative Expenses 9,222Bank Fees and Charges 3,130Accounting 2,440NALA 7,995Outreach 8,652Dues Conferences and Travel 1,611Meetings 19,622Educational Conferences 17,457Insurance 2,654Salary Survey 468Compendium 120”

Other changes in net assets or fund balances Part I line 20

“Description AmountPY Bookkeeping Adj 26,542Prior Year Bookkeeping Adjustments”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearCredit Cards 85,453 42,693”

General explanation attachment

“Educate Members through Seminars (CLA), meetings and discussions, publish newsletter to further educational goals.”

Raw XML Appendix130 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/PersonNm0Penny Gutierrez
IRS990EZ/BooksInCareOfDetail/PhoneNum07143532273
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02549-B EASTBLUFF DRIVE 399
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Newport Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092660
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020096
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017691
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013813
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020096
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017691
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02500
IRS990EZ/GrossReceiptsAmt089684
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt032860
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-65357
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-25002
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-65357
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-25002
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Milady Cambare
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tanya Chopra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Vicky La Celle MBA ACP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Penny Gutierrez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Danielle Olson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP of Policy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP of Technology
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP of Admin
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt026542
IRS990EZ/OtherExpensesTotalAmt073371
IRS990EZ/OtherRevenueTotalAmt0558
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramServiceRevenueAmt056265
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Education of Members and networking opportunities. Encourage new Members to join the Association and the industry through scholarships and community outreach.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031104
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt085453
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt042693
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075871
IRS990EZ/TotalProgramServiceExpensesAmt031104
IRS990EZ/TotalRevenueAmt089684
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OCPARALEGAL.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountCREDIT CARD CASH REWARDS 558
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Scholarships Amount 2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountAdministrative Expenses 9,222Bank Fees and Charges 3,130Accounting 2,440NALA 7,995Outreach 8,652Dues Conferences and Travel 1,611Meetings 19,622Educational Conferences 17,457Insurance 2,654Salary Survey 468Compendium 120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description AmountPY Bookkeeping Adj 26,542Prior Year Bookkeeping Adjustments
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Category Beginning of Year End of YearCredit Cards 85,453 42,693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Educate Members through Seminars (CLA), meetings and discussions, publish newsletter to further educational goals.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5General explanation attachment
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0PENNY GUITIERREZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07143532273
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORANGE COUNTY PARALEGAL ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0330197201
ReturnHeader/Filer/InCareOfNm0% Penny Guitierrez
ReturnHeader/Filer/PhoneNum07143532273
ReturnHeader/Filer/USAddress/AddressLine1Txt02549-B EASTBLUFF DRIVE Unit 399
ReturnHeader/Filer/USAddress/CityNm0Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822744218
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fitzgerald & Company CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02522 Chambers Rd Ste 116
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tustin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092780
ReturnHeader/PreparerPersonGrp/PhoneNum09493980918
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN FITZGERALD CPA
ReturnHeader/ReturnTs02025-05-12T15:17:18-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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