Civic Intelligence

Orange County Education Foundation Inc

990PF • Fiscal year 2013 • EIN 33-0733511

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 10, 2014

Organization Profile
1575 W Mable St92802

(714) 234-2776

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

44th percentile

0.0%

Higher net margin than 44% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

48th percentile

0.0%

Faster asset growth than 48% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Flat

$4,652

Flat from 2012

Net Assets

Flat

$4,652

Flat from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin44th percentile

Revenue

$57,496

No earlier filing loaded for comparison.

Expenses

Down

$57,496

Down $20,306 (-26%) from 2012

Net Income

$0

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$300K$200K$100K$0Assets 2012: $4,652Liabilities 2012: $0Net Assets 2012: $4,6522012Assets 2013: $4,652Liabilities 2013: $0Net Assets 2013: $4,6522013Assets 2014: $4,652Liabilities 2014: $0Net Assets 2014: $4,6522014Assets 2015: $4,652Liabilities 2015: $0Net Assets 2015: $4,6522015Assets 2016: $4,652Liabilities 2016: $0Net Assets 2016: $4,6522016Assets 2017: $4,652Liabilities 2017: $0Net Assets 2017: $4,6522017Assets 2020: $38,707Liabilities 2020: $0Net Assets 2020: $38,7072020Assets 2021: $33,740Liabilities 2021: $0Net Assets 2021: $33,7402021Assets 2022: $47,107Liabilities 2022: $0Net Assets 2022: $47,1072022Assets 2023: $126,385Liabilities 2023: $0Net Assets 2023: $126,3852023Assets 2024: $217,992Liabilities 2024: $0Net Assets 2024: $217,9922024

Highlighted filing

2013

Assets$4,652
Liabilities$0
Net Assets$4,652
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2012: $77,8022012Revenue 2013: $57,496Expenses 2013: $57,496Net Income 2013: $02013Revenue 2014: $6,355Expenses 2014: $6,355Net Income 2014: $02014Revenue 2015: $36,713Expenses 2015: $36,713Net Income 2015: $02015Revenue 2016: $36,405Expenses 2016: $36,405Net Income 2016: $02016Revenue 2017: $12,752Expenses 2017: $12,752Net Income 2017: $02017Revenue 2020: $12,547Expenses 2020: $7,262Net Income 2020: $5,2852020Revenue 2021: $79,255Expenses 2021: $84,222Net Income 2021: -$4,9672021Revenue 2022: $77,512Expenses 2022: $64,145Net Income 2022: $13,3672022Revenue 2023: $158,397Expenses 2023: $79,119Net Income 2023: $79,2782023Revenue 2024: $553,220Expenses 2024: $461,613Net Income 2024: $91,6072024

Highlighted filing

2013

Revenue$57,496
Expenses$57,496
Net Income$0
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 10, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David R JacksonPresident-$0--
Filing and Contact Details

Filer

EIN
33-0733511
Phone
7142342776

Signing Officer

Name
David R Jackson
Title
President
Signed
2014-06-10
Discuss with paid preparer
Yes

Preparer

Preparer
Brian D Donnelly CPA
Phone
7149781300
Raw XML Appendix166 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
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt04652
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0David R Jackson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine109482 Mary Circle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Villa Park
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode092861
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt057496
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt057496
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt057496
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine101575 W Mable St
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0Anaheim
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode092802
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10David R Jackson
IRS990PF/StatementsRegardingActyGrp/PhoneNum07142342776
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt077380
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt054610
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt043613
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt030457
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt024306
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt024306
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0263556
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt057496
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt077380
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt054610
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt043613
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt030457
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt057496
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt057496
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0287862
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0230366
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0David R Jackson
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine109482 Mary Circle
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/City0Villa Park
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/State0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCode092861
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David R Jackson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10Learning Opportunities Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0LEAR
ReturnHeader/Filer/EIN0330733511
ReturnHeader/Filer/PhoneNum07142342776
ReturnHeader/Filer/USAddress/AddressLine101575 W Mable St
ReturnHeader/Filer/USAddress/City0Anaheim
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092802
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10White Nelson Diehl Evans LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102875 Michelle Drive Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092606
ReturnHeader/PreparerPersonGrp/PhoneNum07149781300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian D Donnelly CPA
ReturnHeader/ReturnTs02014-06-10T10:45:25-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,652
Liabilities
$0
Net assets
$4,652
Revenue
$57,496
Expenses
$57,496
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$5.53$4.62$0.92
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$1.58$0.79$0.79
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.78$0.64$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.34$0.79$0.84$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$0.13$0.07$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.13$0.13$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.00$0.05$0.36$0.36$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.00$0.05$0.37$0.37$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.06$0.06$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.57$0.57$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.78