Civic Intelligence

Fpa of Orange County California

EIN 33-0269165 • 501(c)6 • Newport Beach, CA

Profile

Educational activities for membership

Refreshing map…

2549-b Eastbluff Dr 220Newport Beach, CA 92660

fpaocc.org

Siviq Scores

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

Liabilities / Assets

75th percentile

0.11x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

77th percentile

0.09x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

29th percentile

-12%

Higher net margin than 29% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

29th percentile

-18%

Faster asset growth than 29% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

70th percentile

12%

Faster revenue growth than 70% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$212,764

Up $11,826 (+5.9%) from 2020

Liabilities

Up

$33,035

Up $11,460 (+53%) from 2020

Net Assets

Up

$179,729

Up $366 (+0.2%) from 2020

Revenue

Up

$186,152

Up $14,497 (+8.4%) from 2020

Expenses

Up

$225,275

Up $118,486 (+111%) from 2020

Net Income

Down

-$39,123

Down $103,989 (-160%) from 2020

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $102,995Liabilities 2011: $20,300Net Assets 2011: $82,6952011Assets 2012: $92,696Liabilities 2012: $5,915Net Assets 2012: $86,7812012Assets 2013: $138,166Liabilities 2013: $41,355Net Assets 2013: $96,8112013Assets 2017: $108,325Liabilities 2017: $19,527Net Assets 2017: $88,7982017Assets 2018: $175,724Liabilities 2018: $71,114Net Assets 2018: $104,6102018Assets 2019: $151,821Liabilities 2019: $37,324Net Assets 2019: $114,4972019Assets 2020: $200,938Liabilities 2020: $21,575Net Assets 2020: $179,3632020Assets 2022: $212,764Liabilities 2022: $33,035Net Assets 2022: $179,7292022

Highlighted filing

2022

Assets$212,764
Liabilities$33,035
Net Assets$179,729

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $124,934Expenses 2011: $144,712Net Income 2011: -$19,7782011Revenue 2012: $148,895Expenses 2012: $144,809Net Income 2012: $4,0862012Revenue 2013: $155,886Expenses 2013: $145,856Net Income 2013: $10,0302013Revenue 2017: $185,902Expenses 2017: $177,737Net Income 2017: $8,1652017Revenue 2018: $195,418Expenses 2018: $179,606Net Income 2018: $15,8122018Revenue 2019: $208,966Expenses 2019: $199,079Net Income 2019: $9,8872019Revenue 2020: $171,655Expenses 2020: $106,789Net Income 2020: $64,8662020Revenue 2022: $186,152Expenses 2022: $225,275Net Income 2022: -$39,1232022

Highlighted filing

2022

Revenue$186,152
Expenses$225,275
Net Income-$39,123

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 16, 2023
Return Version
2022v5.0
Gross Receipts
$186,152
Mission and Program Overview

Mission

Educational activities for membership

Program Services

DescriptionGrantsExpenses
DEVELOP AND PRESENT PROGRAMS AND SERVICES WHICH APPEAL TO MEMBERSHIP INCLUDING EDUCATIONAL CLASSES, SEMINARS, AND LOCAL MEETINGS. ALMOST ALL OF THESE ACTIVITIES QUALIFY FOR PROFESSIONAL CONTINUING EDUCATION CREDITS FOR MEMBERSHIP.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACQUELINE ZWEIGTreasurer-$0--
JIM ALLENPresident-$0--
Filing and Contact Details

Filer

Filer Name
Fpa of Orange County California
EIN
33-0269165
Phone
8776223729
Address
2549-B EASTBLUFF DR 220, NEWPORT BEACH, CA 92660

Signing Officer

Name
Sandy Juranich
Title
Treasurer
Signed
2023-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Zweig & Associates Cpas Llp
Address
4299 MACARTHUR BLVD STE 211, NEWPORT BEACH, CA 92660
Preparer
Jacqueline S Zweig CPA Cfp Ea
Phone
9495531040
Supplemental Narrative

Additional Explanations

Other Expenses.1005

Travel $10773

Other Expenses.1

Meetings and conferences $96658

Other Expenses.2

GOLF TOURNAMENT $44250

Other Expenses.3

Administrative expenses $11543

Other Expenses.4

TECHNOLOGY $4456

Other Expenses.5

Gifts and scholarships $2800

Other Expenses.6

MARKETING $1980

Other Assets.1003

Machinery and Equipment - Beginning $721 Machinery and Equipment - Ending $721

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $6476 Prepaid Expenses and Deferred Charges - Ending $6543

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $84

Total Liabilities.1003

Deferred Revenue - Beginning $9486 Deferred Revenue - Ending $31272

Total Liabilities.1

ACCRUED LIABILITY - Beginning $0 ACCRUED LIABILITY - Ending $1679

Raw XML Appendix127 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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