Civic Intelligence

Old Towne Preservation Association

990EZ • Fiscal year 2017 • EIN 33-0316696

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 05, 2018

Organization ProfileWWW.OTPA.ORG
PO Box 828Orange, CA 92866

(714) 639-6840

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

59%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$92,844

Up $10,274 (+12%) from 2016

Net Assets

Up

$92,844

Up $10,274 (+12%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin82nd percentile

Revenue

Up

$37,725

Up $14,014 (+59%) from 2016

Expenses

Down

$27,451

Down $2,094 (-7.1%) from 2016

Net Income

Up

$10,274

Up $16,108 (+276%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$150K$100K$50K$0Assets 2010: $107,939Net Assets 2010: $107,9392010Assets 2012: $117,124Liabilities 2012: $4,647Net Assets 2012: $112,4772012Assets 2013: $105,816Liabilities 2013: $0Net Assets 2013: $105,8162013Assets 2014: $100,537Liabilities 2014: $0Net Assets 2014: $100,5372014Assets 2015: $88,404Liabilities 2015: $0Net Assets 2015: $88,4042015Assets 2016: $82,570Liabilities 2016: $0Net Assets 2016: $82,5702016Assets 2017: $92,844Liabilities 2017: $0Net Assets 2017: $92,8442017Assets 2018: $104,452Liabilities 2018: $0Net Assets 2018: $104,4522018Assets 2019: $94,947Liabilities 2019: $0Net Assets 2019: $94,9472019Assets 2020: $119,145Liabilities 2020: $0Net Assets 2020: $119,1452020Assets 2021: $110,614Liabilities 2021: $0Net Assets 2021: $110,6142021Assets 2022: $109,543Liabilities 2022: $0Net Assets 2022: $109,5432022Assets 2023: $127,885Liabilities 2023: $0Net Assets 2023: $127,8852023Assets 2024: $131,546Liabilities 2024: $0Net Assets 2024: $131,5462024

Highlighted filing

2017

Assets$92,844
Liabilities$0
Net Assets$92,844
Open 2017 Filing

Operations Trend

Revenue Growth87th percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $36,145Expenses 2010: $24,960Net Income 2010: $11,1852010Revenue 2012: $26,064Expenses 2012: $21,431Net Income 2012: $4,6332012Revenue 2013: $20,192Expenses 2013: $26,853Net Income 2013: -$6,6612013Revenue 2014: $25,613Expenses 2014: $30,892Net Income 2014: -$5,2792014Revenue 2015: $23,757Expenses 2015: $35,890Net Income 2015: -$12,1332015Revenue 2016: $23,711Expenses 2016: $29,545Net Income 2016: -$5,8342016Revenue 2017: $37,725Expenses 2017: $27,451Net Income 2017: $10,2742017Revenue 2018: $34,279Expenses 2018: $22,671Net Income 2018: $11,6082018Revenue 2019: $12,773Expenses 2019: $22,278Net Income 2019: -$9,5052019Revenue 2020: $15,911Expenses 2020: $18,008Net Income 2020: -$2,0972020Revenue 2021: $30,019Expenses 2021: $42,634Net Income 2021: -$12,6152021Revenue 2022: $52,290Expenses 2022: $53,361Net Income 2022: -$1,0712022Revenue 2023: $54,617Expenses 2023: $36,275Net Income 2023: $18,3422023Revenue 2024: $25,874Expenses 2024: $22,213Net Income 2024: $3,6612024

Highlighted filing

2017

Revenue$37,725
Expenses$27,451
Net Income$10,274
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 5, 2018
Return Version
2017v2.2
Gross Receipts
$68,479
Mission and Program Overview

Mission

Preservation of and education about historical resources in orange ca

Preservation of and education about historical resources in orange ca.

Program Services

DescriptionGrantsExpenses
NEWSLETTER ("PRESERVES") AND WEBSITE - COMMUNICATES ACTIVITIES, RESOURCES, ISSUES REGARDING HISTORICAL PRESERVATION.$0$5,093
GENERAL MEETINGS - REGULAR ASSOCIATION MEETINGS TO EDUCATE MEMBERS AND RESIDENTS$0$784
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDY QUINNPresident-$0--
TONY TRABUCCOVice President-$0--
THEODOR ALBERTTreasurer-$0--
DIANA ZDENEKRecording Secretary-$0--
JEFF FRANKELPreservation Chair-$0--
SANDY QUINNCommunications-$0--
GUY HINRICHSEducation & Research Chair-$0--
JEFF FRANKELChapman University Liaison-$0--
TERI LEPECommunity Involvement Chair-$0--
TONY TRABUCCOCommunications-$0--
JOE PETERSFund Development-$0--
TONY TRABUCCOMembership-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Home Tour Income$25,535$25,535$6,678$18,857
Street Fair$12,343$12,343$7,652$4,691
Total Events$55,285$55,285$30,754$24,531
Filing and Contact Details

Filer

Filer Name
Old Towne Preservation Association
EIN
33-0316696
Phone
7146396840
Address
PO BOX 828, ORANGE, CA 92866

Signing Officer

Name
Theodor Albert
Title
Treasurer
Phone
5625051943
Signed
2018-03-05
Discuss with paid preparer
Yes

Preparer

Firm
Jlk Rosenberger Llp
Address
2601 MAIN STREET STE 580, IRVINE, CA 92614
Preparer
Ken Kathcart CPA
Phone
9498609892
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: investment income. Amount: 33.”

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

“Description: plaques sold. Amount: 1,009.”

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

“Activity classification: contribution. Grantee name: anne siebert scholarship. Grantee relationship: none. Amount given: 6,505.”

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

“Description: community involvement. Amount: 1,145. Description: preservation. Amount: 1,201. Description: web site. Amount: 299. Description: general meetings. Amount: 784. Description: board expenses. Amount: 1,548. Description: membership costs. Amount: 526. Description: insurance. Amount: 1,424. Description: bank fees. Amount: 1,387. Description: storage unit & po box. Amount: 784. Description: telephone. Amount: 307. Description: accounting fees. Amount: 2,418. Description: plaques purchased. Amount: 1,169. Total to form 990-ez, line 16: 12,992.”

Raw XML Appendix257 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 33.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PLAQUES SOLD. AMOUNT: 1,009.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: ANNE SIEBERT SCHOLARSHIP. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 6,505.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: COMMUNITY INVOLVEMENT. AMOUNT: 1,145. DESCRIPTION: PRESERVATION. AMOUNT: 1,201. DESCRIPTION: WEB SITE. AMOUNT: 299. DESCRIPTION: GENERAL MEETINGS. AMOUNT: 784. DESCRIPTION: BOARD EXPENSES. AMOUNT: 1,548. DESCRIPTION: MEMBERSHIP COSTS. AMOUNT: 526. DESCRIPTION: INSURANCE. AMOUNT: 1,424. DESCRIPTION: BANK FEES. AMOUNT: 1,387. DESCRIPTION: STORAGE UNIT & PO BOX. AMOUNT: 784. DESCRIPTION: TELEPHONE. AMOUNT: 307. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 2,418. DESCRIPTION: PLAQUES PURCHASED. AMOUNT: 1,169. TOTAL TO FORM 990-EZ, LINE 16: 12,992.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05625051943
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OLD TOWNE PRESERVATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0OLDT
ReturnHeader/Filer/EIN0330316696
ReturnHeader/Filer/PhoneNum07146396840
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 828
ReturnHeader/Filer/USAddress/CityNm0ORANGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092866
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F8CDD03F36231712BB5628ADD9037E0FA114E931
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.174.152.146
ReturnHeader/FilingSecurityInformation/IPDt02018-03-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm011:08:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271532099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JLK ROSENBERGER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02601 MAIN STREET STE 580
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092614
ReturnHeader/PreparerPersonGrp/PhoneNum09498609892
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEN KATHCART CPA
ReturnHeader/ReturnTs02018-03-05T13:11:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,844
Liabilities
$0
Net assets
$92,844
Revenue
$37,725
Expenses
$27,451
Net income
$10,274
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.26$0.22$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.55$0.36$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.52$0.53$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.30$0.43$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.16$0.18$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.13$0.22$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.34$0.23$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.38$0.27$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.24$0.30$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.24$0.36$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.26$0.31$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.20$0.27$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.05$1.12$0.26$0.21$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$1.08$0.36$0.25$0.11