Civic Intelligence

Orange County Bankruptcy Forum

EIN 33-0356127 • 501(c)3 • Irvine, CA

Profile

Provide information, public service, and education in the area of insolvency.

Refreshing map…

6789 Quail Hill Parkway 204Irvine, CA 92603

www.ocbf.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

18th percentile

-33%

Higher net margin than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

47th percentile

-3.4%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

59th percentile

5.4%

Faster revenue growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Assets

Down

$57,167

Down $6,277 (-9.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$57,167

Down $6,277 (-9.9%) from 2022

Revenue

Up

$40,180

Up $5,884 (+17%) from 2022

Expenses

Up

$53,372

Up $16,038 (+43%) from 2022

Net Income

Down

-$13,192

Down $10,154 (-334%) from 2022

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2019: $42,836Liabilities 2019: $0Net Assets 2019: $42,8362019Assets 2020: $44,414Liabilities 2020: $0Net Assets 2020: $44,4142020Assets 2021: $66,482Liabilities 2021: $0Net Assets 2021: $66,4822021Assets 2022: $63,444Liabilities 2022: $0Net Assets 2022: $63,4442022Assets 2025: $57,167Liabilities 2025: $0Net Assets 2025: $57,1672025

Highlighted filing

2025

Assets$57,167
Liabilities$0
Net Assets$57,167

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2019: $41,771Expenses 2019: $29,963Net Income 2019: $11,8082019Revenue 2020: $31,904Expenses 2020: $30,326Net Income 2020: $1,5782020Revenue 2021: $36,738Expenses 2021: $14,670Net Income 2021: $22,0682021Revenue 2022: $34,296Expenses 2022: $37,334Net Income 2022: -$3,0382022Revenue 2025: $40,180Expenses 2025: $53,372Net Income 2025: -$13,1922025

Highlighted filing

2025

Revenue$40,180
Expenses$53,372
Net Income-$13,192

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$40,180
Mission and Program Overview

Mission

Provide information, public service, and education in the area of insolvency.

Program Services

DescriptionGrantsExpenses
BI-MONTHLY MEETINGS FOR MEMBERS TO DISCUSS CURRENT MATTERS TO THE SOUTHERN CALIFORNIA BANKRUPTCY PROFESSIONAL COMMUNITY AT WHICH SPEAKERS DISCUSS VARIOUS ISSUES. ATTENDEE FEES COVER COSTS.$0$15,998
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDY WARSHAWBoard Member-$0--
ASHLEY TEESDALETreasurer-$0--
DAVID GOODRICHBoard Member-$0--
GENE KILLIANBoard Member-$0--
KAILEY WRIGHTVice President-$0--
KERRY MOYNIHANBoard Member-$0--
LAILA RAISBoard Member-$0--
MARSHALL HOGANPresident-$0--
RIKA KIDOBoard Member-$0--
RICHARD MARSHACKBoard Member-$0--
RICHARD GOLUBOWSecretary-$0--
JOSH TEEPLEBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Orange County Bankruptcy Forum
EIN
33-0356127
Phone
9496818676
Address
6789 QUAIL HILL PARKWAY 204, IRVINE, CA 92603

Signing Officer

Name
Kailey Wright
Title
President
Phone
8185321046
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Grobstein Teeple Llp
Address
6300 CANOGA AVE SUITE 1500W, WOODLAND HILLS, CA 91367
Preparer
Kermith Boffill
Phone
8185321020
Supplemental Narrative

Additional Explanations

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

Description: administrative services. Amount: 19,500. Description: board meeting expense. Amount: 365. Description: insurance. Amount: 1,170. Description: membership dues. Amount: 10,600. Description: merchant fees. Amount: 1,092. Description: program expenses. Amount: 15,998. Description: software expense. Amount: 712. Description: taxes & licenses. Amount: 45. Description: telephone expense. Amount: 120. Description: website. Amount: 2,474. Description: office supplies. Amount: 196. Total to form 990-ez, line 16: 52,272.

Raw XML Appendix204 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/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADMINISTRATIVE SERVICES. AMOUNT: 19,500. DESCRIPTION: BOARD MEETING EXPENSE. AMOUNT: 365. DESCRIPTION: INSURANCE. AMOUNT: 1,170. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 10,600. DESCRIPTION: MERCHANT FEES. AMOUNT: 1,092. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 15,998. DESCRIPTION: SOFTWARE EXPENSE. AMOUNT: 712. DESCRIPTION: TAXES & LICENSES. AMOUNT: 45. DESCRIPTION: TELEPHONE EXPENSE. AMOUNT: 120. DESCRIPTION: WEBSITE. AMOUNT: 2,474. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 196. TOTAL TO FORM 990-EZ, LINE 16: 52,272.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 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/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08185321046
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORANGE COUNTY BANKRUPTCY FORUM
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0330356127
ReturnHeader/Filer/PhoneNum09496818676
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ReturnHeader/Filer/USAddress/CityNm0IRVINE
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461955807
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GROBSTEIN TEEPLE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06300 CANOGA AVE SUITE 1500W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODLAND HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091367
ReturnHeader/PreparerPersonGrp/PhoneNum08185321020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KERMITH BOFFILL
ReturnHeader/ReturnTs02025-11-17T15:28:11-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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