Civic Intelligence

Loca Inc

990EZ • Fiscal year 2021 • EIN 33-0564640

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 22, 2021

PO Box 430Laguna Beach, CA 92652

(949) 315-5996

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

49th percentile

7.8%

Higher net margin than 49% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

52nd percentile

7.1%

Faster asset growth than 52% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

63rd percentile

22%

Faster revenue growth than 63% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$143,535

Up $9,575 (+7.1%) from 2020

Net Assets

Up

$143,535

Up $9,575 (+7.1%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$122,184

Up $22,115 (+22%) from 2020

Expenses

Up

$112,609

Up $14,565 (+15%) from 2020

Net Income

Up

$9,575

Up $7,550 (+373%) from 2020

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2015: $57,014Net Assets 2015: $57,0142015Assets 2016: $77,446Net Assets 2016: $77,4462016Assets 2017: $99,656Net Assets 2017: $99,6562017Assets 2018: $117,454Net Assets 2018: $117,4542018Assets 2019: $131,935Net Assets 2019: $131,9352019Assets 2020: $133,960Net Assets 2020: $133,9602020Assets 2021: $143,535Net Assets 2021: $143,5352021Assets 2022: $168,024Net Assets 2022: $168,0242022Assets 2023: $168,786Net Assets 2023: $168,7862023Assets 2024: $154,017Net Assets 2024: $154,0172024Assets 2025: $149,763Net Assets 2025: $149,7632025

Highlighted filing

2021

Assets$143,535
Liabilities-
Net Assets$143,535

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2015: $80,724Expenses 2015: $72,703Net Income 2015: $8,0212015Revenue 2016: $109,358Expenses 2016: $88,926Net Income 2016: $20,4322016Revenue 2017: $111,617Expenses 2017: $89,407Net Income 2017: $22,2102017Revenue 2018: $116,195Expenses 2018: $98,397Net Income 2018: $17,7982018Revenue 2019: $151,419Expenses 2019: $124,850Net Income 2019: $26,5692019Revenue 2020: $100,069Expenses 2020: $98,044Net Income 2020: $2,0252020Revenue 2021: $122,184Expenses 2021: $112,609Net Income 2021: $9,5752021Revenue 2022: $146,501Expenses 2022: $122,012Net Income 2022: $24,4892022Revenue 2023: $173,724Expenses 2023: $172,962Net Income 2023: $7622023Revenue 2024: $150,201Expenses 2024: $164,970Net Income 2024: -$14,7692024Revenue 2025: $151,152Expenses 2025: $155,406Net Income 2025: -$4,2542025

Highlighted filing

2021

Revenue$122,184
Expenses$112,609
Net Income$9,575
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 22, 2021
Return Version
2020v4.0
Gross Receipts
$122,184
Mission and Program Overview

Mission

Art and cultural education.

Program Services

DescriptionGrantsExpenses
ART EDUCATION PROGRAMS TO SCHOOLS, COMMNUNITIES, EVENTS AND CIVIC ORGANIZATIONS.$58,762-
LOCAL SCHOOLS AND YOUTH PROGRAMS. OVER 2,000 CHILDREN AND ADULT PARTICIPANTS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLA MEBERGPresidentFT$0--
VINITA VOOGDVice PresidentFT$0--
NANCY MILBYTreasurerFT$0--
LINDA VELASCOSecretaryFT$0--
Filing and Contact Details

Filer

Filer Name
Loca Inc
EIN
33-0564640
Phone
9493155996
Address
PO BOX 430, LAGUNA BEACH, CA 92652

Signing Officer

Name
Carla Meberg
Title
President
Signed
2021-11-22
Discuss with paid preparer
Yes

Preparer

Firm
Bud Weythman CPA Inc
Address
25691 ATLANTIC OCEAN DR STE B9, LAKE FOREST, CA 92630
Preparer
Bud Weythman CPA
Phone
9492152550
Supplemental Narrative

Additional Explanations

Other Expenses.1

Program activity expenses $58762

Other Expenses.2

Legal and professional $7742

Other Expenses.3

EDUC. COORDINATOR $6970

Other Expenses.4

PAYROLL TAXES $5145

Other Expenses.5

Misc fundraising expenses $3629

Other Expenses.6

INSURANCE $3368

Other Expenses.7

Website and internet $1888

Other Expenses.8

Credit card and bank charges $1320

Other Expenses.9

GRANT PREP. $850

Other Expenses.10

OFFICE EXPENSE $629

Other Expenses.11

Administrative labor $400

Other Expenses.12

POSTAGE $370

Other Expenses.13

Licenses and permits $153

Other Expenses.14

TELEPHONE $153

Other Expenses.15

ANNUAL DUES $150

Other Expenses.16

PRINTING $80

Raw XML Appendix202 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0WARREN COOK
IRS990EZ/BooksInCareOfDetail/PhoneNum09493886131
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt031562 FLYING CLOUD DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAGUNA NIGUEL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092677
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0133960
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0143535
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CompensationHighestPaidEmplGrp/AverageHoursPerWeekRt040.00
IRS990EZ/CompensationHighestPaidEmplGrp/AverageHoursPerWeekRt140.00
IRS990EZ/CompensationHighestPaidEmplGrp/AverageHoursPerWeekRt240.00
IRS990EZ/CompensationHighestPaidEmplGrp/AverageHoursPerWeekRt340.00
IRS990EZ/CompensationHighestPaidEmplGrp/CompensationAmt01
IRS990EZ/CompensationHighestPaidEmplGrp/CompensationAmt139
IRS990EZ/CompensationHighestPaidEmplGrp/CompensationAmt21
IRS990EZ/CompensationHighestPaidEmplGrp/CompensationAmt31
IRS990EZ/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt00
IRS990EZ/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt10
IRS990EZ/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt20
IRS990EZ/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt30
IRS990EZ/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990EZ/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990EZ/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990EZ/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990EZ/CompensationHighestPaidEmplGrp/PersonNm0CARLA MEBERG
IRS990EZ/CompensationHighestPaidEmplGrp/PersonNm1LINDA VELASCO
IRS990EZ/CompensationHighestPaidEmplGrp/PersonNm2NANCY MILBY
IRS990EZ/CompensationHighestPaidEmplGrp/PersonNm3VINITA VOOGD
IRS990EZ/CompensationHighestPaidEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/CompensationHighestPaidEmplGrp/TitleTxt1SECRETARY
IRS990EZ/CompensationHighestPaidEmplGrp/TitleTxt2TREASURER
IRS990EZ/CompensationHighestPaidEmplGrp/TitleTxt3VICE-PRESIDENT
IRS990EZ/ContributionsGiftsGrantsEtcAmt088505
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09575
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0133960
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0143535
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0122184
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt012105
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0133960
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0143535
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0133960
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0143535
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARLA MEBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VINITA VOOGD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NANCY MILBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDA VELASCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt091609
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ART AND CULTURAL EDUCATION.
IRS990EZ/ProgramServiceRevenueAmt021574
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ART EDUCATION PROGRAMS TO SCHOOLS, COMMNUNITIES, EVENTS AND CIVIC ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1LOCAL SCHOOLS AND YOUTH PROGRAMS. OVER 2,000 CHILDREN AND ADULT PARTICIPANTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt058762
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt021000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0112609
IRS990EZ/TotalProgramServiceExpensesAmt058762
IRS990EZ/TotalRevenueAmt0122184
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt088505
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt072503
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt065399
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt071191
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt069045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0366643
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0366643
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt088505
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt072503
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt065399
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt071191
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt069045
IRS990ScheduleA/Total509Grp/TotalAmt0366643
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt088505
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt072503
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt065399
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt071191
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt069045
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0366643
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM ACTIVITY EXPENSES $58762
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LEGAL AND PROFESSIONAL $7742
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EDUC. COORDINATOR $6970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYROLL TAXES $5145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MISC FUNDRAISING EXPENSES $3629
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE $3368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WEBSITE AND INTERNET $1888
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CREDIT CARD AND BANK CHARGES $1320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8GRANT PREP. $850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OFFICE EXPENSE $629
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ADMINISTRATIVE LABOR $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11POSTAGE $370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12LICENSES AND PERMITS $153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13TELEPHONE $153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ANNUAL DUES $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PRINTING $80
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLA MEBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCA INC
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0330564640
ReturnHeader/Filer/PhoneNum09493155996
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 430
ReturnHeader/Filer/USAddress/CityNm0LAGUNA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092652
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330168568
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUD WEYTHMAN CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025691 ATLANTIC OCEAN DR STE B9
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE FOREST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092630
ReturnHeader/PreparerPersonGrp/PhoneNum09492152550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BUD WEYTHMAN CPA
ReturnHeader/ReturnTs02021-11-22T09:31:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CARLA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MEBERG
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings