Civic Intelligence

Dana Point Harbor Association

990EZ • Fiscal year 2013 • EIN 33-0851002

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 05, 2013

Organization ProfileN/A
PO Box 70192629-2908
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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

51st percentile

2.7%

Higher net margin than 51% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

Score unavailable

No value available

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

Source year 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 / AssetsScore unavailable

Assets

$5,825

No earlier filing loaded for comparison.

Net Assets

$5,825

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin51st percentile

Revenue

$115,493

No earlier filing loaded for comparison.

Expenses

$112,379

No earlier filing loaded for comparison.

Net Income

$3,114

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20K$10K$0-$10K-$20KAssets 2013: $5,825Net Assets 2013: $5,8252013Assets 2014: $10,091Liabilities 2014: $3,716Net Assets 2014: $6,3752014Assets 2015: $6,170Liabilities 2015: $18,148Net Assets 2015: -$11,9782015Assets 2016: $1,505Liabilities 2016: $4,294Net Assets 2016: -$2,7892016Assets 2017: $73Net Assets 2017: $732017Assets 2018: $11,788Net Assets 2018: $11,7882018

Highlighted filing

2013

Assets$5,825
Liabilities-
Net Assets$5,825
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2013: $115,493Expenses 2013: $112,379Net Income 2013: $3,1142013Revenue 2014: $120,151Expenses 2014: $119,601Net Income 2014: $5502014Revenue 2015: $86,641Expenses 2015: $104,994Net Income 2015: -$18,3532015Revenue 2016: $149,706Expenses 2016: $140,517Net Income 2016: $9,1892016Revenue 2017: $115,793Expenses 2017: $112,931Net Income 2017: $2,8622017Revenue 2018: $121,088Expenses 2018: $109,373Net Income 2018: $11,7152018

Highlighted filing

2013

Revenue$115,493
Expenses$112,379
Net Income$3,114
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 5, 2013
Return Version
2012v2.3
Mission and Program Overview

Mission

Promote commercial welfare of businesses

Filing and Contact Details

Filer

EIN
33-0851002
Raw XML Appendix143 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
CompensationExplanation/Compensation/PersonName0JIM MILLER
CompensationExplanation/Compensation/PersonName1MARLA SHERMAN
CompensationExplanation/Compensation/PersonName2DONNA KALEZ
CompensationExplanation/Compensation/PersonName3DIANA POULOS
CompensationExplanation/Compensation/PersonName4JAY STYLES
CompensationExplanation/Compensation/PersonName5JONELLE YAMASAKI
CompensationExplanation/Compensation/PersonName6KEEGAN HICKS
CompensationExplanation/Compensation/PersonName7ROBERT HARRISON
CompensationExplanation/Compensation/PersonName8KENZIE LOBACZ
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY02935
IRS990EZ/CashSavingsAndInvestments/EOY05825
IRS990EZ/ContributionsGiftsGrantsEtc076329
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear03114
IRS990EZ/FeesAndOthPymtToIndContractors07175
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts0115493
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues037305
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY02711
IRS990EZ/NetAssetsOrFundBalancesBOY02711
IRS990EZ/NetAssetsOrFundBalances/EOY05825
IRS990EZ/NetAssetsOrFundBalancesEOY05825
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition05.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition15.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition25.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition35.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition45.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition55.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition65.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition75.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition85.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JIM MILLER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1MARLA SHERMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2DONNA KALEZ
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3DIANA POULOS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4JAY STYLES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5JONELLE YAMASAKI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6KEEGAN HICKS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7ROBERT HARRISON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8KENZIE LOBACZ
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VICE PRES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8DIRECTOR
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal0105204
IRS990EZ/OtherRevenueTotal01859
IRS990EZ/PrimaryExemptPurpose0PROMOTE COMMERCIAL WELFARE OF BUSINESSES
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0SPECIAL EVENTS AND ACTIVITIES
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1MARKETING AND DIRECT ADVERTISING TO PROMOTE COMMERCIAL BUSINESSES LOCATED IN THE CITY OF DANA POINT.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses027262
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses112637
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY0224
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10PO BOX 701
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0DANA POINT
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode092629
IRS990EZ/TheBooksAreInCareOf/NamePerson0JUDY ADAMS
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09494993844
IRS990EZ/TotalAssets/BOY02935
IRS990EZ/TotalAssets/EOY05825
IRS990EZ/TotalExpenses0112379
IRS990EZ/TotalProgramServiceExpenses039899
IRS990EZ/TotalRevenue0115493
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0WWW.DANAPOINTHARBOR.COM
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation0EVENT INCOME 1,859 TOTAL 1,859
IRS990ScheduleO/GeneralExplanation/Explanation1EXPENSES SPECIAL EVENTS 27,262 PROMOTION 12,637 CONSULTING FEES 51,465 POSTAGE 267 OFFICE 507 ADMINISTRATIVE COSTS 1,428 INSURANCE 1,481 BANK CHARGES 32 GIFTS 90 FILING FEE 35 VALET PARKING 10,000 TOTAL 105,204
IRS990ScheduleO/GeneralExplanation/Explanation2PREPAID MEMBER DUES 224 0
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0330851002
ReturnHeader/Filer/Name/BusinessNameLine10DANA POINT HARBOR ASSOCIATION
ReturnHeader/Filer/NameControl0DANA
ReturnHeader/Filer/Phone09492401416
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 701
ReturnHeader/Filer/USAddress/City0DANA POINT
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0926292908
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-11-05
ReturnHeader/Officer/Name0JIM MILLER
ReturnHeader/Officer/Phone09492401416
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-11-12
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10NANCY J BAUMANN CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1024681 LA PLAZA DR SUITE 350
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0DANA POINT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode092629
ReturnHeader/Preparer/Name0NANCY J BAUMANN CPA
ReturnHeader/Preparer/Phone09492482818
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-12T10:44:16-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,825
Liabilities
-
Net assets
$5,825
Revenue
$115,493
Expenses
$112,379
Net income
$3,114
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.12$0.12$1.21$1.09$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$1.16$1.13$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.04$0.03$1.50$1.41$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.18$0.12$0.87$1.05$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.04$0.06$1.20$1.20$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.06$1.15$1.12$0.03