Civic Intelligence

Orange County Community Foundation

990 • Fiscal year 2013 • EIN 33-0378778

Jul 01, 2012 to Jun 30, 2013 • Filed on May 14, 2014

Organization ProfileWWW.OC-CF.ORG
4041 Macarthur Blvd Suite 51092660
Siviq Scores

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

Liabilities / Assets

18th percentile

0.06x

Higher debt load relative to assets than 18% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

95th percentile

38%

Faster asset growth than 95% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$194,476,457

Up $53,446,768 (+38%) from 2012

Net Assets

Up

$182,018,828

Up $50,906,646 (+39%) from 2012

Liabilities

Up

$12,457,629

Up $2,540,122 (+26%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$35,773,756

Up $3,607,566 (+11%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$800M$600M$400M$200M$0Assets 2012: $141,029,689Liabilities 2012: $9,917,507Net Assets 2012: $131,112,1822012Assets 2013: $194,476,457Liabilities 2013: $12,457,629Net Assets 2013: $182,018,8282013Assets 2014: $225,400,281Liabilities 2014: $18,402,904Net Assets 2014: $206,997,3772014Assets 2015: $243,375,925Liabilities 2015: $20,951,236Net Assets 2015: $222,424,6892015Assets 2016: $256,376,270Liabilities 2016: $22,383,347Net Assets 2016: $233,992,9232016Assets 2017: $278,862,108Liabilities 2017: $17,589,385Net Assets 2017: $261,272,7232017Assets 2018: $307,718,762Liabilities 2018: $23,327,506Net Assets 2018: $284,391,2562018Assets 2019: $329,675,877Liabilities 2019: $21,386,448Net Assets 2019: $308,289,4292019Assets 2020: $365,423,567Liabilities 2020: $25,025,768Net Assets 2020: $340,397,7992020Assets 2021: $457,446,426Liabilities 2021: $24,613,017Net Assets 2021: $432,833,4092021Assets 2022: $472,269,104Liabilities 2022: $24,244,037Net Assets 2022: $448,025,0672022Assets 2023: $567,674,947Liabilities 2023: $27,862,450Net Assets 2023: $539,812,4972023Assets 2024: $688,161,320Liabilities 2024: $29,258,758Net Assets 2024: $658,902,5622024

Highlighted filing

2013

Assets$194,476,457
Liabilities$12,457,629
Net Assets$182,018,828
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200M$150M$100M$50M$0Expenses 2012: $32,166,1902012Expenses 2013: $35,773,7562013Revenue 2014: $61,712,857Expenses 2014: $50,869,612Net Income 2014: $10,843,2452014Revenue 2015: $98,864,985Expenses 2015: $63,766,612Net Income 2015: $35,098,3732015Revenue 2016: $73,706,222Expenses 2016: $65,037,944Net Income 2016: $8,668,2782016Revenue 2017: $72,975,137Expenses 2017: $64,365,979Net Income 2017: $8,609,1582017Revenue 2018: $94,808,676Expenses 2018: $84,680,327Net Income 2018: $10,128,3492018Revenue 2019: $90,583,726Expenses 2019: $78,807,701Net Income 2019: $11,776,0252019Revenue 2020: $141,757,091Expenses 2020: $108,548,508Net Income 2020: $33,208,5832020Revenue 2021: $112,983,825Expenses 2021: $104,997,634Net Income 2021: $7,986,1912021Revenue 2022: $121,228,987Expenses 2022: $83,265,675Net Income 2022: $37,963,3122022Revenue 2023: $166,637,065Expenses 2023: $110,872,689Net Income 2023: $55,764,3762023Revenue 2024: $167,906,641Expenses 2024: $94,966,139Net Income 2024: $72,940,5022024

Highlighted filing

2013

Revenue-
Expenses$35,773,756
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 14, 2014
Return Version
2012v2.1
Gross Receipts
$124,381,598
Mission and Program Overview

Mission

We inspire a passion for lifelong philanthropy, faithfully steward the intentions of our donors, and catalyze sustainable community impact.

Major Activities

Activity 2
Contributions received for unrestricted and field of interest endowment funds totaled $30,207,000 including the largest endowment gift in occf's history. Grants made through a competitive selection process from unrestricted and field of interest funds was $857,000. Granting focus areas included children's health, older adults, education, veterans, arts and culture and nonprofit capacity building.
Activity 3
Contributions to donor advised funds (endowed and nonendowed) were $41,282,000. Grants from donor advised funds were $29,210,000.contributions to agency endowment and quasi endowment funds were $2,135,000 and grants from agency or agency directed funds were $264,000.
Filing and Contact Details

Filer

EIN
33-0378778
Raw XML AppendixShowing 400 of 6,641 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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IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY0688157
IRS990/OtherAssetsTotal/EOY0815157
IRS990/OtherEmployeeBenefits/Fundraising024735
IRS990/OtherEmployeeBenefits/ManagementAndGeneral047508
IRS990/OtherEmployeeBenefits/ProgramServices056212
IRS990/OtherEmployeeBenefits/Total0128455
IRS990/OtherExpensePriorYear01612243
IRS990/OtherExpensesCurrentYear02026753
IRS990/OtherExpenses/Description0PROJECT EXPENSES
IRS990/OtherExpenses/Description1NON PROFIT ORGANIZATION
IRS990/OtherExpenses/Description2PRINTING & PUBLICATION
IRS990/OtherExpenses/Description3DONOR DEVELOPMENT
IRS990/OtherExpenses/Fundraising092603
IRS990/OtherExpenses/Fundraising130488
IRS990/OtherExpenses/Fundraising229126
IRS990/OtherExpenses/ManagementAndGeneral05079
IRS990/OtherExpenses/ProgramServices0865988
IRS990/OtherExpenses/ProgramServices19769
IRS990/OtherExpenses/Total0865988
IRS990/OtherExpenses/Total192603
IRS990/OtherExpenses/Total245336
IRS990/OtherExpenses/Total329126
IRS990/OtherLiabilities/BOY03372780
IRS990/OtherLiabilities/EOY02495246
IRS990/OtherNotesLoansReceivableNet/BOY02026594
IRS990/OtherNotesLoansReceivableNet/EOY01642413
IRS990/OtherRevenueCurrentYear0-91236
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/BusinessCode1900099
IRS990/OtherRevenueMisc/Description0OTHER REVENUE
IRS990/OtherRevenueMisc/Description1K-1 PASS THROUGH
IRS990/OtherRevenueMisc/ExclusionAmount025324
IRS990/OtherRevenueMisc/TotalRevenueColumn025324
IRS990/OtherRevenueMisc/TotalRevenueColumn1-63889
IRS990/OtherRevenueMisc/UnrelatedBusinessRevenue0-63889
IRS990/OtherRevenuePriorYear073621
IRS990/OtherSalariesAndWages/Fundraising0348760
IRS990/OtherSalariesAndWages/ManagementAndGeneral0432947
IRS990/OtherSalariesAndWages/ProgramServices0422200
IRS990/OtherSalariesAndWages/Total01203907
IRS990/OwnWebsite0X
IRS990/PartialLiquidation00
IRS990/PayrollTaxes/Fundraising022429
IRS990/PayrollTaxes/ManagementAndGeneral044103
IRS990/PayrollTaxes/ProgramServices027151
IRS990/PayrollTaxes/Total093683
IRS990/PensionPlanContributions/Fundraising010387
IRS990/PensionPlanContributions/ManagementAndGeneral013280
IRS990/PensionPlanContributions/ProgramServices011418
IRS990/PensionPlanContributions/Total035085
IRS990/PermanentlyRestrictedNetAssets/BOY050879132
IRS990/PermanentlyRestrictedNetAssets/EOY082999000
IRS990/PledgesAndGrantsReceivable/BOY03321091

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$194,476,457
Liabilities
$12,457,629
Net assets
$182,018,828
Revenue
-
Expenses
$35,773,756
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$688$29.3$659$168$95.0$72.9
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$568$27.9$540$167$111$55.8
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$472$24.2$448$121$83.3$38.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$457$24.6$433$113$105$7.99
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$365$25.0$340$142$109$33.2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$330$21.4$308$90.6$78.8$11.8
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$308$23.3$284$94.8$84.7$10.1
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$279$17.6$261$73.0$64.4$8.61
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$256$22.4$234$73.7$65.0$8.67
2015Detailed filing. Detailed filing data is available for this year.$243$21.0$222$98.9$63.8$35.1
2014Detailed filing. Detailed filing data is available for this year.$225$18.4$207$61.7$50.9$10.8
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$194$12.5$182$35.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$141$9.92$131$32.2