Civic Intelligence

Dana Association Inc

990EZ • Fiscal year 2015 • EIN 33-0793792

Jul 01, 2014 to Jun 30, 2015 • Filed on May 15, 2016

Organization Profiledanamiddle.com
1775 Chatsworth BlvdSan Diego, CA 92107-3709

(619) 225-3897

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

82nd percentile

43%

Faster asset growth than 82% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

90th percentile

75%

Faster revenue growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$50,141

Up $14,981 (+43%) from 2014

Net Assets

Up

$50,141

Up $14,981 (+43%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

Up

$77,337

Up $33,238 (+75%) from 2014

Expenses

Up

$67,942

Up $23,911 (+54%) from 2014

Net Income

Up

$9,395

Up $9,327 (+13716%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$60K$40K$20K$0Assets 2013: $35,092Net Assets 2013: $35,0922013Assets 2014: $35,160Net Assets 2014: $35,1602014Assets 2015: $50,141Net Assets 2015: $50,1412015Assets 2017: $1,347Net Assets 2017: $1,3472017

Highlighted filing

2015

Assets$50,141
Liabilities-
Net Assets$50,141
Open 2015 Filing

Operations Trend

Revenue Growth90th percentile

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

$150K$100K$50K$0-$50KRevenue 2013: $48,218Expenses 2013: $37,129Net Income 2013: $11,0892013Revenue 2014: $44,099Expenses 2014: $44,031Net Income 2014: $682014Revenue 2015: $77,337Expenses 2015: $67,942Net Income 2015: $9,3952015Revenue 2017: $61,807Expenses 2017: $100,222Net Income 2017: -$38,4152017

Highlighted filing

2015

Revenue$77,337
Expenses$67,942
Net Income$9,395
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 15, 2016
Return Version
2014v6.0
Gross Receipts
$77,337
Mission and Program Overview

Mission

Enrichment for dana middle school

Program Services

DescriptionGrantsExpenses
PROVIDE ACADEMIC ENRICHMENT, INCLUDED ADD'L SESSIONS OF STEAM (SCI, TECH, MATH, ENGINEERING, ART) CLUB, & NEW MATH CLUB AVAILABLE TO ALL INTERESTED STUDENTS-$16,823
PROVIDE WEBSITE FOR STUDENTS AND THEIR FAMILIES, PLANNERS FOR ALL STUDENTS, AND OTHER ITEMS THAT ENHANCE THE TEACHING AND LEARNING ENVIRONMENT-$10,139
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CINDY EDSONPresidentPT$0--
LESLIE SLAKOFFSecretary-$0--
BRIDGET CURRANVP Communications-$0--
CRISTINA NAPIERVP FundraisingPT$0--
GIA STUCKEYVP Programs-$0--
LISA SMITHVP Programs-$0--
JULIE CEGELSKISecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon$26,767$26,767$5,198$21,569
Total Events$26,767$26,767$5,198$21,569
Filing and Contact Details

Filer

Filer Name
Dana Association Inc
EIN
33-0793792
Phone
6192253897
Address
1775 CHATSWORTH BLVD, SAN DIEGO, CA 92107-3709

Signing Officer

Name
Corine Hampton
Title
Treasurer
Phone
6192253897
Signed
2016-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Helen Welbourn Ea
Address
2258 TAMPA AVE, EL CAJON, CA 92020
Preparer
Helen Welbourn Ea
Phone
6197131989
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Ela books 1000. Fundraising expenses 7371. Jogathon 5198. Padres night 3195. Logowear 3693. Scholastic book fair 3748. Yearbook 14772. Bank fees 276. Directors' insurance 541. Liability insurance 375. Meetings 243. Postage 29. Software 154. Supplies 175. Tax preparation & filing fees 208. Website/domain 200. New parent breakfast 141. Principal coffee 43. School beautification 108. Staff appreciation lunch 578. Welcome back breakfast 430. Class cleaning/health supplies 1370. Nurse supplies 487. L”

Form 990EZ, Part I, Line 20

“Donations from prior year 5586.”

Raw XML Appendix173 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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IRS990EZ/BooksInCareOfDetail/PersonNm0DANA ASSOCIATION TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum06192253897
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01775 CHATSWORTH BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0921073709
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035160
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050141
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020569
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09395
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035160
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050141
IRS990EZ/FundraisingGrossIncomeAmt033440
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt077337
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035160
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050141
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035160
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050141
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CINDY EDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LESLIE SLAKOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIDGET CURRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CRISTINA NAPIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GIA STUCKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LISA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JULIE CEGELSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt05586
IRS990EZ/OtherExpensesTotalAmt067942
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENRICHMENT FOR DANA MIDDLE SCHOOL
IRS990EZ/ProgramServiceRevenueAmt023328
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE ACADEMIC ENRICHMENT, INCLUDED ADD'L SESSIONS OF STEAM (SCI, TECH, MATH, ENGINEERING, ART) CLUB, & NEW MATH CLUB AVAILABLE TO ALL INTERESTED STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE WEBSITE FOR STUDENTS AND THEIR FAMILIES, PLANNERS FOR ALL STUDENTS, AND OTHER ITEMS THAT ENHANCE THE TEACHING AND LEARNING ENVIRONMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016823
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110139
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt033440
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067942
IRS990EZ/TotalProgramServiceExpensesAmt026962
IRS990EZ/TotalRevenueAmt077337
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0danamiddle.com
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0956002781
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt026962
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DANA MIDDLE SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt026962
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05198
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog a Thon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026767
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026767
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026767
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026767
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021569
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05198
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ELA BOOKS 1000. FUNDRAISING EXPENSES 7371. JOGATHON 5198. PADRES NIGHT 3195. LOGOWEAR 3693. SCHOLASTIC BOOK FAIR 3748. YEARBOOK 14772. BANK FEES 276. DIRECTORS' INSURANCE 541. LIABILITY INSURANCE 375. MEETINGS 243. POSTAGE 29. SOFTWARE 154. SUPPLIES 175. TAX PREPARATION & FILING FEES 208. WEBSITE/DOMAIN 200. NEW PARENT BREAKFAST 141. PRINCIPAL COFFEE 43. SCHOOL BEAUTIFICATION 108. STAFF APPRECIATION LUNCH 578. WELCOME BACK BREAKFAST 430. CLASS CLEANING/HEALTH SUPPLIES 1370. NURSE SUPPLIES 487. L
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATIONS FROM PRIOR YEAR 5586.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CORINE HAMPTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06192253897
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANA ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DANA
ReturnHeader/Filer/EIN0330793792
ReturnHeader/Filer/PhoneNum06192253897
ReturnHeader/Filer/USAddress/AddressLine1Txt01775 CHATSWORTH BLVD
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0921073709
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HELEN WELBOURN EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02258 TAMPA AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EL CAJON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092020
ReturnHeader/PreparerPersonGrp/PhoneNum06197131989
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HELEN WELBOURN EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-15T18:09:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,141
Liabilities
-
Net assets
$50,141
Revenue
$77,337
Expenses
$67,942
Net income
$9,395
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.62$1.00$0.38
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.77$0.68$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.44$0.44$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.35$0.48$0.37$0.11