Civic Intelligence

Orange County Paralegal Association

990EZ • Fiscal year 2021 • EIN 33-0197201

Jan 01, 2021 to Dec 31, 2021 • Filed on May 23, 2022

Organization ProfileWWW.OCPARALEGAL.ORG
2549-B EASTBLUFF DRIVE Unit 399Newport Beach, CA 92660

(714) 353-2273

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

76th percentile

28%

Faster asset growth than 76% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-18%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$74,802

Up $16,367 (+28%) from 2020

Net Assets

Up

$74,802

Up $16,367 (+28%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin84th percentile

Revenue

Down

$41,994

Down $9,485 (-18%) from 2020

Expenses

Down

$27,227

Down $5,180 (-16%) from 2020

Net Income

Down

$14,767

Down $4,305 (-23%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$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

2021

Assets$74,802
Liabilities$0
Net Assets$74,802
Open 2021 Filing

Operations Trend

Revenue Growth27th percentile

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

2021

Revenue$41,994
Expenses$27,227
Net Income$14,767
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 23, 2022
Return Version
2021v4.2
Gross Receipts
$41,994
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.--
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vicky La Celle ACPTreasurer-$0--
Milady CambareVP Of Admin-$0--
Julianna Hallsted ACP PHRPresident-$0--
Shamika Polin ACPVP Of Policy-$0--
Lindsay McKeeverSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Orange County Paralegal Association
EIN
33-0197201
Address
2549-B EASTBLUFF DRIVE Unit 399, Newport Beach, CA 92660

Signing Officer

Name
Kerry Schoonover
Title
Treasurer
Phone
7143532273
Signed
2022-05-23
Discuss with paid preparer
No

Preparer

Firm
Fitzgerald & Company CPAs
Address
2522 Chambers Rd Ste 201, Tustin, CA 92780
Preparer
John Fitzgerald CPA
Phone
9493980918
Supplemental Narrative

Additional Explanations

General explanation attachment

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

Description of other revenue Part I line 8

“Description AmountCREDIT CARD CASH REWARDS 635”

List of grants and similar amounts paid Part I line 10

“Activity SCHOLARSHIPS Amount 4,500”

Description of other expenses Part I line 16

“Description AmountAdministrative Expenses 5,406Bank Fees and Charges 1,610Accounting 1,490NALA 314Travel 100Business Gifts and Promotions 2,316Meetings 5,065Educational Conferences 1,602Section Meetings 1,602INSURANCE 2,831ROUNDING ADJ 7SALARY SURVEY 384”

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

“Description AmountPY bookkeep adj 1,600”

Raw XML Appendix129 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/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Vicky La Celle ACP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Milady Cambare
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Julianna Hallsted ACP PHR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Shamika Polin ACP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lindsay McKeever
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP of Admin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP of Policy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
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IRS990EZ/OtherChangesInNetAssetsAmt01600
IRS990EZ/OtherExpensesTotalAmt022727
IRS990EZ/OtherRevenueTotalAmt0635
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IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
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IRS990EZ/WebsiteAddressTxt0WWW.OCPARALEGAL.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Educate Members through Seminars (CLA), meetings and discussions, publish newsletter to further educational goals.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountCREDIT CARD CASH REWARDS 635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity SCHOLARSHIPS Amount 4,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description AmountAdministrative Expenses 5,406Bank Fees and Charges 1,610Accounting 1,490NALA 314Travel 100Business Gifts and Promotions 2,316Meetings 5,065Educational Conferences 1,602Section Meetings 1,602INSURANCE 2,831ROUNDING ADJ 7SALARY SURVEY 384
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other changes in net assets or fund balances Part I line 20
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ReturnHeader/PreparerPersonGrp/PhoneNum09493980918
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,802
Liabilities
$0
Net assets
$74,802
Revenue
$41,994
Expenses
$27,227
Net income
$14,767
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