Civic Intelligence

Orange County Education Advancement

EIN 33-0646347 • 501(c)6 • Mission Viejo, CA

Profile

Annual education advancement seminar

22256 SisanteMission Viejo, CA 92691

n/A

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

20th percentile

-23%

Higher net margin than 20% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

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.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

26th percentile

-21%

Faster asset growth than 26% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

-7.1%

Faster revenue growth than 39% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$22,061

Down $5,792 (-21%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$22,061

Down $5,792 (-21%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin20th percentile

Revenue

Down

$24,825

Down $1,905 (-7.1%) from 2023

Expenses

Up

$30,617

Up $2,141 (+7.5%) from 2023

Net Income

Down

-$5,792

Down $4,046 (-232%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$80K$60K$40K$20K$0Assets 2016: $47,970Net Assets 2016: $47,9702016Assets 2017: $60,020Net Assets 2017: $60,0202017Assets 2018: $52,907Net Assets 2018: $52,9072018Assets 2019: $53,652Net Assets 2019: $53,6522019Assets 2021: $43,477Liabilities 2021: $0Net Assets 2021: $43,4772021Assets 2022: $30,923Liabilities 2022: $0Net Assets 2022: $30,9232022Assets 2023: $27,853Liabilities 2023: $0Net Assets 2023: $27,8532023Assets 2024: $22,061Liabilities 2024: $0Net Assets 2024: $22,0612024

Highlighted filing

2024

Assets$22,061
Liabilities$0
Net Assets$22,061
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

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

$60K$40K$20K$0-$20KRevenue 2016: $51,460Expenses 2016: $46,679Net Income 2016: $4,7812016Revenue 2017: $51,865Expenses 2017: $39,815Net Income 2017: $12,0502017Revenue 2018: $47,441Expenses 2018: $54,554Net Income 2018: -$7,1132018Revenue 2019: $44,540Expenses 2019: $43,795Net Income 2019: $7452019Revenue 2021: $11,275Expenses 2021: $17,943Net Income 2021: -$6,6682021Revenue 2022: $25,010Expenses 2022: $37,564Net Income 2022: -$12,5542022Revenue 2023: $26,730Expenses 2023: $28,476Net Income 2023: -$1,7462023Revenue 2024: $24,825Expenses 2024: $30,617Net Income 2024: -$5,7922024

Highlighted filing

2024

Revenue$24,825
Expenses$30,617
Net Income-$5,792
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$22,061
Liabilities
$0
Net assets
$22,061
Revenue
$24,825
Expenses
$30,617
Net income
-$5,792
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.1$0.00$22.1$24.8$30.6$5.79
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.9$0.00$27.9$26.7$28.5$1.75
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.9$0.00$30.9$25.0$37.6$12.6
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.5$0.00$43.5$11.3$17.9$6.67
2019Detailed filing. Detailed filing data is available for this year.$53.7$53.7$44.5$43.8$0.75
2018Detailed filing. Detailed filing data is available for this year.$52.9$52.9$47.4$54.6$7.11
2017Detailed filing. Detailed filing data is available for this year.$60.0$60.0$51.9$39.8$12.1
2016Detailed filing. Detailed filing data is available for this year.$48.0$48.0$51.5$46.7$4.78
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 29, 2020
Return Version
2019v5.0
Gross Receipts
$44,540
Mission and Program Overview

Mission

Annual education advancement seminar

Program Services

DescriptionGrantsExpenses
ANNUAL EDUCATION ADVANCEMENT SEMINAR--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET MATTHEWSPresident-$0--
SEAN CORPUZVP Programs-$0--
PERRY MILLSVP Telemarke-$0--
ROBERT WILLIAMSVP Finance-$0--
DIANE HEMMESecretary-$0--
RUBY SODENVP Conferenc-$0--
DERRICK LINDSEYVP Marketing-$0--
Filing and Contact Details

Filer

Filer Name
Orange County Education Advancement
EIN
33-0646347
Phone
9494251616
Address
22256 SISANTE, MISSION VIEJO, CA 92691

Signing Officer

Name
Robert Williams
Title
VP Finance
Phone
9494251616
Signed
2020-03-29

Preparer

Firm
Stan Zabek Ea
Address
5 PRECIPICE, LAGUNA NIGUEL, CA 92677-5920
Preparer
Stan Zabek
Phone
9493747452
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 824 office supplies 140 conferences and meetings 9,804 insurance 604 credit card fees 1,285 donations 250 door prizes 103 special eventg 223 gift cards 40 monthly meetings 5,449 meals & entertainment 1,252 speaker exp 14,483 web site exp 3,673 lab expense 400 corp tax 10 total 38,540”

Raw XML Appendix114 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/PersonNm0JOAN MCKITTRICK
IRS990EZ/BooksInCareOfDetail/PhoneNum09494251616
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt025832 TERRA BELLA AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAGUNA HILLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092653
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt052907
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053652
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0745
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0380
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt052907
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053652
IRS990EZ/GrossReceiptsAmt044540
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08830
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052907
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053652
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052907
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053652
IRS990EZ/OccupancyRentUtltsAndMaintAmt04725
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARGARET MATTHEWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SEAN CORPUZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PERRY MILLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DIANE HEMME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RUBY SODEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DERRICK LINDSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP TELEMARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP CONFERENC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP MARKETING
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt038540
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ANNUAL EDUCATION ADVANCEMENT SEMINAR
IRS990EZ/PrintingPublicationsPostageAmt0150
IRS990EZ/ProgramServiceRevenueAmt035710
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ANNUAL EDUCATION ADVANCEMENT SEMINAR
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043795
IRS990EZ/TotalRevenueAmt044540
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 824 OFFICE SUPPLIES 140 CONFERENCES AND MEETINGS 9,804 INSURANCE 604 CREDIT CARD FEES 1,285 DONATIONS 250 DOOR PRIZES 103 SPECIAL EVENTG 223 GIFT CARDS 40 MONTHLY MEETINGS 5,449 MEALS & ENTERTAINMENT 1,252 SPEAKER EXP 14,483 WEB SITE EXP 3,673 LAB EXPENSE 400 CORP TAX 10 TOTAL 38,540
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum09494251616
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORANGE COUNTY EDUCATION ADVANCEMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NETWORK
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0330646347
ReturnHeader/Filer/PhoneNum09494251616
ReturnHeader/Filer/USAddress/AddressLine1Txt022256 SISANTE
ReturnHeader/Filer/USAddress/CityNm0MISSION VIEJO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092691
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01E277D5260B1182140CF1372453403BCE3CE2BAE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01E277D5260B1182140CF1372453403BCE3CE2BAE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.4.115.142
ReturnHeader/FilingSecurityInformation/IPDt02020-04-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:58:11
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STAN ZABEK EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 PRECIPICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAGUNA NIGUEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926775920
ReturnHeader/PreparerPersonGrp/PhoneNum09493747452
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STAN ZABEK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-04-04T13:58:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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