Civic Intelligence

Cfa Society Orange County

990EZ • Fiscal year 2018 • EIN 33-0228558

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 07, 2018

Organization ProfileN/A
4533 MacArthur BlvdNewport Beach, CA 92660

(949) 253-4380

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

64th percentile

8.0%

Higher net margin than 64% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

54th percentile

3.5%

Faster asset growth than 54% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-25%

Faster revenue growth than 13% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$189,983

Up $6,469 (+3.5%) from 2017

Net Assets

Up

$189,983

Up $6,469 (+3.5%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin64th percentile

Revenue

Down

$80,595

Down $26,220 (-25%) from 2017

Expenses

Down

$74,126

Down $17,430 (-19%) from 2017

Net Income

Down

$6,469

Down $8,790 (-58%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$600K$400K$200K$0Assets 2016: $169,001Net Assets 2016: $169,0012016Assets 2017: $183,514Net Assets 2017: $183,5142017Assets 2018: $189,983Net Assets 2018: $189,9832018Assets 2019: $227,117Liabilities 2019: $0Net Assets 2019: $227,1172019Assets 2020: $275,817Liabilities 2020: $0Net Assets 2020: $275,8172020Assets 2021: $393,211Liabilities 2021: $0Net Assets 2021: $393,2112021Assets 2022: $407,171Liabilities 2022: $0Net Assets 2022: $407,1712022Assets 2023: $387,824Liabilities 2023: $0Net Assets 2023: $387,8242023Assets 2024: $372,456Liabilities 2024: $0Net Assets 2024: $372,4562024Assets 2025: $364,714Liabilities 2025: $0Net Assets 2025: $364,7142025

Highlighted filing

2018

Assets$189,983
Liabilities-
Net Assets$189,983
Open 2018 Filing

Operations Trend

Revenue Growth13th percentile

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

$300K$200K$100K$0-$100KRevenue 2016: $132,722Expenses 2016: $105,544Net Income 2016: $27,1782016Revenue 2017: $106,815Expenses 2017: $91,556Net Income 2017: $15,2592017Revenue 2018: $80,595Expenses 2018: $74,126Net Income 2018: $6,4692018Revenue 2019: $211,529Expenses 2019: $174,395Net Income 2019: $37,1342019Revenue 2020: $179,646Expenses 2020: $130,946Net Income 2020: $48,7002020Revenue 2021: $180,659Expenses 2021: $63,265Net Income 2021: $117,3942021Revenue 2022: $106,768Expenses 2022: $92,808Net Income 2022: $13,9602022Revenue 2023: $256,241Expenses 2023: $264,567Net Income 2023: -$8,3262023Revenue 2024: $236,815Expenses 2024: $252,183Net Income 2024: -$15,3682024Revenue 2025: $229,738Expenses 2025: $237,480Net Income 2025: -$7,7422025

Highlighted filing

2018

Revenue$80,595
Expenses$74,126
Net Income$6,469
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 7, 2018
Return Version
2017v2.2
Gross Receipts
$149,697
Mission and Program Overview

Mission

CFA Society Orange County primary purpose is to provide a forum for financial analysts and investment professionals to build strong and valuable networks, expand industry knowledge and promote the highest standards of ethical and professional conduct within the Orange County investment community.

Program Services

DescriptionGrantsExpenses
The organization successfully provided various events for financial analysts andinvestment professionals to come together and expand their networks. The events would feature speakers that would educate these professionals.--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barry GrossmanPresident-$0--
Mary SiglerVice President-$0--
Chad NooraniSecretary-$0--
Brett ErrecaTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
CFA Society Orange County
EIN
33-0228558
Phone
9492534380
Address
4533 MacArthur Blvd, Newport Beach, CA 92660

Signing Officer

Name
Barry Grossman
Title
Treasurer
Signed
2018-12-07
Discuss with paid preparer
Yes

Preparer

Firm
Tellone Financial ServicesInc
Address
6200 E Canyon Rim Rd Ste 201, Anaheim Hills, CA 92807-4313
Preparer
Andrew P Kennedy CPA
Phone
7149982290
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $6226”

Other Expenses.1002

“Office Expenses $44711”

Other Expenses.1007

“Conferences, Conventions, and Meetings $6799”

Other Expenses.1009

“Depreciation $67”

Other Expenses.1

“Board Meeting Expenses $6226”

Other Expenses.2

“Mentorship $1587”

Other Expenses.4

“Storage $888”

Other Expenses.5

“Telephone $535”

Other Expenses.6

“Website $332”

Other Expenses.7

“Travel $114”

Other Assets.1003

“Machinery and Equipment - Beginning $0 Machinery and Equipment - Ending $1263”

Raw XML Appendix125 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/CityNm0Newport Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092660
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0183514
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mary Sigler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Chad Noorani
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01263
IRS990EZ/OtherExpensesTotalAmt067485
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CFA Society Orange County primary purpose is to provide a forum for financial analysts and investment professionals to build strong and valuable networks, expand industry knowledge and promote the highest standards of ethical and professional conduct within the Orange County investment community.
IRS990EZ/PrintingPublicationsPostageAmt01273
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt069102
IRS990EZ/SpecialEventsNetIncomeLossAmt0-56386
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074126
IRS990EZ/TotalRevenueAmt080595
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $6226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $44711
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $6799
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $67
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Board Meeting Expenses $6226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Mentorship $1587
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Storage $888
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Telephone $535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Website $332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Travel $114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Machinery and Equipment - Beginning $0 Machinery and Equipment - Ending $1263
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Barry Grossman
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ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0330228558
ReturnHeader/Filer/PhoneNum09492534380
ReturnHeader/Filer/USAddress/AddressLine1Txt04533 MacArthur Blvd
ReturnHeader/Filer/USAddress/CityNm0Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330015861
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tellone Financial ServicesInc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06200 E Canyon Rim Rd Ste 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Anaheim Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0928074313
ReturnHeader/PreparerPersonGrp/PhoneNum07149982290
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew P Kennedy CPA
ReturnHeader/ReturnTs02018-12-07T11:10:26-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$189,983
Liabilities
-
Net assets
$189,983
Revenue
$80,595
Expenses
$74,126
Net income
$6,469
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$2.30$2.37$0.08
2024Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$2.37$2.52$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$2.56$2.65$0.08
2022Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$1.07$0.93$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$1.81$0.63$1.17
2020Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$1.80$1.31$0.49
2019Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$2.12$1.74$0.37
2018Detailed filing. Detailed filing data is available for this year.$1.90$1.90$0.81$0.74$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.84$1.84$1.07$0.92$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.69$1.69$1.33$1.06$0.27