Civic Intelligence

The Orange County Chapter Construction Specifications Institute

990EZ • Fiscal year 2016 • EIN 33-0284369

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 28, 2017

PO Box 8899Anaheim, CA 92812

(714) 434-9909

Siviq Scores

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

Liabilities / Assets

68th percentile

0.06x

Higher debt load relative to assets than 68% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.07x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

16th percentile

-16%

Higher net margin than 16% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

18th percentile

-18%

Faster asset growth than 18% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

77th percentile

17%

Faster revenue growth than 77% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$98,581

Down $21,763 (-18%) from 2015

Net Assets

Down

$92,581

Down $13,030 (-12%) from 2015

Liabilities

Down

$6,000

Down $8,733 (-59%) from 2015

Revenue

Up

$81,859

Up $12,012 (+17%) from 2015

Expenses

Up

$94,889

Up $17,860 (+23%) from 2015

Net Income

Down

-$13,030

Down $5,848 (-81%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2013: $132,214Liabilities 2013: $12,350Net Assets 2013: $119,8642013Assets 2014: $120,560Liabilities 2014: $7,767Net Assets 2014: $112,7932014Assets 2015: $120,344Liabilities 2015: $14,733Net Assets 2015: $105,6112015Assets 2016: $98,581Liabilities 2016: $6,000Net Assets 2016: $92,5812016Assets 2017: $89,476Liabilities 2017: $4,983Net Assets 2017: $84,4932017Assets 2018: $71,785Liabilities 2018: $0Net Assets 2018: $71,7852018Assets 2019: $57,176Liabilities 2019: $0Net Assets 2019: $57,1762019Assets 2020: $53,768Liabilities 2020: $0Net Assets 2020: $53,7682020

Highlighted filing

2016

Assets$98,581
Liabilities$6,000
Net Assets$92,581

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2013: $72,948Expenses 2013: $69,819Net Income 2013: $3,1292013Revenue 2014: $85,253Expenses 2014: $92,324Net Income 2014: -$7,0712014Revenue 2015: $69,847Expenses 2015: $77,029Net Income 2015: -$7,1822015Revenue 2016: $81,859Expenses 2016: $94,889Net Income 2016: -$13,0302016Revenue 2017: $53,393Expenses 2017: $61,481Net Income 2017: -$8,0882017Revenue 2018: $87,583Expenses 2018: $100,291Net Income 2018: -$12,7082018Revenue 2019: $40,203Expenses 2019: $54,812Net Income 2019: -$14,6092019Revenue 2020: $43,959Expenses 2020: $47,367Net Income 2020: -$3,4082020

Highlighted filing

2016

Revenue$81,859
Expenses$94,889
Net Income-$13,030
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 28, 2017
Return Version
2015v3.0
Gross Receipts
$81,859
Mission and Program Overview

Mission

Promote standards of specification within the construction industry.

Program Services

DescriptionGrantsExpenses
CONSUMER PRODUCTS SERVICE EXPO-SUPPLIERS/MANUFACTURERS EXHIBIT PRODUCTS FOR OCCSI MEMBERS AND INVITED GUESTS IN CONFORMANCE WITH NATIONAL STANDARDS TO DEVELOP STANDARD SPECIFICATIONS.$0$24,803
THE ORGANIZATION PRODUCES PERIODIC NEWSLETTERS FOR USE IN COMMUNICATING ORGANIZATIONAL EVENTS AND INDUSTRY NEWS ISSUES TO THE MEMBERSHIP.$0$18,504
CHAPTER MEETINGS-HELD FOR ORGANIZATIONAL EFFORT IN DISSEMINATING AND RECEIVING KNOWLEDGE OF BUILDING PRODUCTS. LOCAL MEMBERS SERVE AS TECHNICAL DOCUMENT WRITERS FOR NATIONAL PUBLICATIONS.$0$8,913
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANA THORNBURGPresident ElectPT$0--
TREVOR RESURRECCIONProfessional Director-$0--
BRYAN STANLEYPresidentPT$0--
GARY M KEHRIERTreasurerPT$0--
ROYCE WISEProfessional Director-$0--
ANNETTE WRENController & Industry DirectorPT$0--
DAVID C BROWNPast PresidentPT$0--
MICHAEL GRANATOWSKIVice PresidentPT$0--
LISA CHOCEK FYKEIndustry Director-$0--
THOMAS DOMENICIIndustry Director-$0--
JOSEPH ESQUERSecretaryPT$0--
JORDON SMITHProfessional Director-$0--
Filing and Contact Details

Filer

Filer Name
The Orange County Chapter
EIN
33-0284369
Phone
7144349909
Address
PO BOX 8899, ANAHEIM, CA 92812

Signing Officer

Name
Bryan Stanley
Title
President
Phone
7144349909
Signed
2017-01-28
Discuss with paid preparer
Yes

Preparer

Firm
INOUYE SHIVELY & KLATT CPA'S LLP
Address
23041 AVE DE LA CARLOTA STE 310, LAGUNA HILLS, CA 92653-1531
Preparer
Douglas E Shively CPA
Phone
9495866640
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: advertising revenue. Amount: 250. Description: interest income. Amount: 104. Total to form 990-ez, line 8: 354.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: charitable contribution. Grantee name: caterina's club. Grantee address: 887 s. Anaheim blvd. Anaheim, ca 92805. Grantee relationship: none. Property description: cash. Date of gift: 12/07/15. Amount given: 2,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: annual convention expenses. Amount: 2,208. Description: regional conference expenses. Amount: 2,491. Description: treasurer's expenses. Amount: 105. Description: chapter meetings expenses. Amount: 8,913. Description: office expenses. Amount: 126. Description: misc postage/po box. Amount: 249. Description: telephone. Amount: 889. Description: records storage rental. Amount: 2,270. Description: credit care/pay pal fees. Amount: 149. Description: awards. Amount: 1,110. Description: program speaker. Amount: 642. Description: consumer projects service expo expenses. Amount: 24,803. Description: golf tournament expenses. Amount: 8,885. Description: board meetings. Amount: 172. Description: holiday party expenses. Amount: 4,611. Description: 50th anniversary banquet expenses. Amount: 15,168. Description: other expenses. Amount: 194. Total to form 990-ez, line 16: 72,985.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: net cpse prepaid revenues. Beg. Of year amount: 14,733. End of year amount: 6,000.

Raw XML Appendix176 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/CityNm0ANAHEIM
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANA THORNBURG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TREVOR RESURRECCION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRYAN STANLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GARY M KEHRIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROYCE WISE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANNETTE WREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAVID C BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHAEL GRANATOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LISA CHOCEK FYKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9THOMAS DOMENICI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JOSEPH ESQUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JORDON SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PROFESSIONAL DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PROFESSIONAL DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CONTROLLER & INDUSTRY DIR.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8INDUSTRY DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9INDUSTRY DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PROFESSIONAL DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt072985
IRS990EZ/OtherRevenueTotalAmt0354
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE STANDARDS OF SPECIFICATION WITHIN THE CONSTRUCTION INDUSTRY.
IRS990EZ/PrintingPublicationsPostageAmt018504
IRS990EZ/ProgramServiceRevenueAmt074780
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONSUMER PRODUCTS SERVICE EXPO-SUPPLIERS/MANUFACTURERS EXHIBIT PRODUCTS FOR OCCSI MEMBERS AND INVITED GUESTS IN CONFORMANCE WITH NATIONAL STANDARDS TO DEVELOP STANDARD SPECIFICATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CHAPTER MEETINGS-HELD FOR ORGANIZATIONAL EFFORT IN DISSEMINATING AND RECEIVING KNOWLEDGE OF BUILDING PRODUCTS. LOCAL MEMBERS SERVE AS TECHNICAL DOCUMENT WRITERS FOR NATIONAL PUBLICATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE ORGANIZATION PRODUCES PERIODIC NEWSLETTERS FOR USE IN COMMUNICATING ORGANIZATIONAL EVENTS AND INDUSTRY NEWS ISSUES TO THE MEMBERSHIP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024803
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18913
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt218504
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06000
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt094889
IRS990EZ/TotalProgramServiceExpensesAmt052220
IRS990EZ/TotalRevenueAmt081859
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OCCCSI.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADVERTISING REVENUE. AMOUNT: 250. DESCRIPTION: INTEREST INCOME. AMOUNT: 104. TOTAL TO FORM 990-EZ, LINE 8: 354.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CHARITABLE CONTRIBUTION. GRANTEE NAME: CATERINA'S CLUB. GRANTEE ADDRESS: 887 S. ANAHEIM BLVD. ANAHEIM, CA 92805. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/07/15. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ANNUAL CONVENTION EXPENSES. AMOUNT: 2,208. DESCRIPTION: REGIONAL CONFERENCE EXPENSES. AMOUNT: 2,491. DESCRIPTION: TREASURER'S EXPENSES. AMOUNT: 105. DESCRIPTION: CHAPTER MEETINGS EXPENSES. AMOUNT: 8,913. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 126. DESCRIPTION: MISC POSTAGE/PO BOX. AMOUNT: 249. DESCRIPTION: TELEPHONE. AMOUNT: 889. DESCRIPTION: RECORDS STORAGE RENTAL. AMOUNT: 2,270. DESCRIPTION: CREDIT CARE/PAY PAL FEES. AMOUNT: 149. DESCRIPTION: AWARDS. AMOUNT: 1,110. DESCRIPTION: PROGRAM SPEAKER. AMOUNT: 642. DESCRIPTION: CONSUMER PROJECTS SERVICE EXPO EXPENSES. AMOUNT: 24,803. DESCRIPTION: GOLF TOURNAMENT EXPENSES. AMOUNT: 8,885. DESCRIPTION: BOARD MEETINGS. AMOUNT: 172. DESCRIPTION: HOLIDAY PARTY EXPENSES. AMOUNT: 4,611. DESCRIPTION: 50TH ANNIVERSARY BANQUET EXPENSES. AMOUNT: 15,168. DESCRIPTION: OTHER EXPENSES. AMOUNT: 194. TOTAL TO FORM 990-EZ, LINE 16: 72,985.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: NET CPSE PREPAID REVENUES. BEG. OF YEAR AMOUNT: 14,733. END OF YEAR AMOUNT: 6,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRYAN STANLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07144349909
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ORANGE COUNTY CHAPTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CONSTRUCTION SPECIFICATIONS INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0330284369
ReturnHeader/Filer/PhoneNum07144349909
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8899
ReturnHeader/Filer/USAddress/CityNm0ANAHEIM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092812
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330382278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0INOUYE SHIVELY & KLATT CPA'S LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023041 AVE DE LA CARLOTA STE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAGUNA HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926531531
ReturnHeader/PreparerPersonGrp/PhoneNum09495866640
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS E SHIVELY CPA
ReturnHeader/ReturnTs02017-02-02T16:32:51-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)6 • <$500k nonprofits