Civic Intelligence

Orange County Education Advancement Network

990EZ • Fiscal year 2017 • EIN 33-0646347

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 08, 2018

Organization ProfileN/A
25832 Terra Bella AveLaguna Hills, CA 92653

(949) 425-1616

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

87th percentile

23%

Higher net margin than 87% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

81st percentile

25%

Faster asset growth than 81% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

0.8%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$60,020

Up $12,050 (+25%) from 2016

Net Assets

Up

$60,020

Up $12,050 (+25%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Up

$51,865

Up $405 (+0.8%) from 2016

Expenses

Down

$39,815

Down $6,864 (-15%) from 2016

Net Income

Up

$12,050

Up $7,269 (+152%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$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

2017

Assets$60,020
Liabilities-
Net Assets$60,020
Open 2017 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$51,865
Expenses$39,815
Net Income$12,050
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 8, 2018
Return Version
2017v2.2
Gross Receipts
$51,865
Mission and Program Overview

Mission

Annual education advancement seminar

Program Services

DescriptionGrantsExpenses
ANNUAL EDUCATION ADVANCEMENT SEMINAR--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET MATTHEWSConference CPT$0--
SEAN CORPUZVP Secretary-$0--
PERRY MILLSVice Preside-$0--
JOAN MCKITTRICKVP Finance-$0--
PATRICK BEHRProgram Chai-$0--
EAMON MUSALLAMPresident-$0--
BOB LANGIERIMarketing-$0--
Filing and Contact Details

Filer

Filer Name
Orange County Education Advancement
EIN
33-0646347
Phone
9494251616
Address
25832 TERRA BELLA AVE, LAGUNA HILLS, CA 92653

Signing Officer

Name
Joan Mckittrick
Title
VP Finance
Phone
9494251616
Signed
2018-03-08

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 conferences and meetings 13,116 insurance 500 credit card fees 1,578 donations 200 door prizes 57 dues and fees 590 promotional 181 monthly meetings 14,535 office 248 mail and postage 137 speaker exp 1,641 web site exp 3,162 total 35,945”

Raw XML Appendix113 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/BOYAmt047970
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060020
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012050
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0370
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt047970
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060020
IRS990EZ/GrossReceiptsAmt051865
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt010310
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047970
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060020
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047970
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060020
IRS990EZ/OccupancyRentUtltsAndMaintAmt03500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt64.00
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/PersonNm3JOAN MCKITTRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PATRICK BEHR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EAMON MUSALLAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BOB LANGIERI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CONFERENCE C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PROGRAM CHAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MARKETING
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035945
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ANNUAL EDUCATION ADVANCEMENT SEMINAR
IRS990EZ/ProgramServiceRevenueAmt041555
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ANNUAL EDUCATION ADVANCEMENT SEMINAR
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039815
IRS990EZ/TotalRevenueAmt051865
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCES AND MEETINGS 13,116 INSURANCE 500 CREDIT CARD FEES 1,578 DONATIONS 200 DOOR PRIZES 57 DUES AND FEES 590 PROMOTIONAL 181 MONTHLY MEETINGS 14,535 OFFICE 248 MAIL AND POSTAGE 137 SPEAKER EXP 1,641 WEB SITE EXP 3,162 TOTAL 35,945
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN MCKITTRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum09494251616
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORANGE COUNTY EDUCATION ADVANCEMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NETWORK
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0330646347
ReturnHeader/Filer/PhoneNum09494251616
ReturnHeader/Filer/USAddress/AddressLine1Txt025832 TERRA BELLA AVE
ReturnHeader/Filer/USAddress/CityNm0LAGUNA HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092653
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01E277D5260B1182140CF1372453403BCE3CE2BAE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01E277D5260B1182140CF1372453403BCE3CE2BAE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.5.29.204
ReturnHeader/FilingSecurityInformation/IPDt02018-03-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:50:29
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/PreparationDt02018-03-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STAN ZABEK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-03-12T08:50:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$60,020
Liabilities
-
Net assets
$60,020
Revenue
$51,865
Expenses
$39,815
Net income
$12,050
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