Civic Intelligence

Dana Point Harbor Association

990EZ • Fiscal year 2016 • EIN 33-0851002

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

Organization ProfileN/A
PO Box 701Dana Point, CA 92629

(949) 240-1416

Siviq Scores

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

Liabilities / Assets

99th percentile

2.85x

Higher debt load relative to assets than 99% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

66th percentile

0.03x

Higher debt load relative to revenue than 66% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

60th percentile

6.1%

Higher net margin than 60% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

2nd percentile

-76%

Faster asset growth than 2% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

73%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$1,505

Down $4,665 (-76%) from 2015

Net Assets

Up

-$2,789

Up $9,189 (+77%) from 2015

Liabilities

Down

$4,294

Down $13,854 (-76%) from 2015

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin60th percentile

Revenue

Up

$149,706

Up $63,065 (+73%) from 2015

Expenses

Up

$140,517

Up $35,523 (+34%) from 2015

Net Income

Up

$9,189

Up $27,542 (+150%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

2016

Assets$1,505
Liabilities$4,294
Net Assets-$2,789
Open 2016 Filing

Operations Trend

Revenue Growth95th percentile

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

2016

Revenue$149,706
Expenses$140,517
Net Income$9,189
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.0
Gross Receipts
$149,706
Mission and Program Overview

Mission

Promote commercial welfare of businesses

Program Services

DescriptionGrantsExpenses
SPECIAL EVENTS AND ACTIVITIES$28,511-
MARKETING AND DIRECT ADVERTISING TO PROMOTE COMMERCIAL BUSINESSES LOCATED IN THE CITY OF DANA POINT$10,121-
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM MILLERPresidentPT$0--
DIANA POULOSSecretaryPT$0--
DONNA KALEZTreasurerPT$0--
KEEGAN HICKSDirectorPT$0--
KENZIE LOBACZDirectorPT$0--
ROBERT HARRISONDirectorPT$0--
MARY LAWSONDirectorPT$0--
JAY STYLESDirectorPT$0--
MARLA SHERMAN BALMUTHDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Dana Point Harbor Association
EIN
33-0851002
Phone
9492401416
Address
PO BOX 701, DANA POINT, CA 92629

Signing Officer

Name
Jim Miller
Title
President
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Alexander Alvarez & Company
Address
301 Forest Avenue Suite A-4, Laguna Beach, CA 92651-2115
Preparer
Alexander T Alvarez CPA
Phone
9494973371
Supplemental Narrative

Additional Explanations

Other Revenue.1

“EVENT INCOME $936”

Other Expenses.1001

“Advertising and Promotion $10121”

Other Expenses.1002

“Office Expenses $446”

Other Expenses.1005

“Travel $312”

Other Expenses.1008

“Interest $16”

Other Expenses.1012

“Insurance $1446”

Other Expenses.1

“EVENTS $28511”

Other Expenses.2

“VALET PARKING $17500”

Other Expenses.3

“REVITALIZATION $16183”

Other Expenses.4

“DUES $815”

Other Expenses.7

“C0MPUTER EXPENSE $332”

Other Expenses.8

“BANK CHARGES $105”

Other Expenses.9

“FILING FEE $30”

Other Expenses.10

“PUBLIC RELATIONS $20”

Other Assets.1

“Undeposited funds - Beginning $0 Undeposited funds - Ending $393”

Total Liabilities.1

“PREPAID MEMBER DUES - Beginning $18148 PREPAID MEMBER DUES - Ending $4294”

Raw XML Appendix165 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/PersonNm0ALEXANDER ALVAREZ COMPANY
IRS990EZ/BooksInCareOfDetail/PhoneNum09494973371
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0301 FOREST AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAGUNA BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092651
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06170
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01112
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IRS990EZ/ContributionsGiftsGrantsEtcAmt090850
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09189
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt063535
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt01505
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0149706
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt057920
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-11978
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-2789
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-11978
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-2789
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANA POULOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONNA KALEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEEGAN HICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KENZIE LOBACZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROBERT HARRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARY LAWSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JAY STYLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARLA SHERMAN BALMUTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0393
IRS990EZ/OtherExpensesTotalAmt075837
IRS990EZ/OtherRevenueTotalAmt0936
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE COMMERCIAL WELFARE OF BUSINESSES
IRS990EZ/PrintingPublicationsPostageAmt01145
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPECIAL EVENTS AND ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MARKETING AND DIRECT ADVERTISING TO PROMOTE COMMERCIAL BUSINESSES LOCATED IN THE CITY OF DANA POINT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt028511
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt110121
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt018148
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04294
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0140517
IRS990EZ/TotalProgramServiceExpensesAmt038632
IRS990EZ/TotalRevenueAmt0149706
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EVENT INCOME $936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $10121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Interest $16
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $1446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EVENTS $28511
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7VALET PARKING $17500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8REVITALIZATION $16183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DUES $815
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10C0MPUTER EXPENSE $332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BANK CHARGES $105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12FILING FEE $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PUBLIC RELATIONS $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Undeposited funds - Beginning $0 Undeposited funds - Ending $393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PREPAID MEMBER DUES - Beginning $18148 PREPAID MEMBER DUES - Ending $4294
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANA POINT HARBOR ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0DANA
ReturnHeader/Filer/EIN0330851002
ReturnHeader/Filer/PhoneNum09492401416
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 701
ReturnHeader/Filer/USAddress/CityNm0DANA POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092629
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alexander Alvarez & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 Forest Avenue Suite A-4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Laguna Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926512115
ReturnHeader/PreparerPersonGrp/PhoneNum09494973371
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alexander T Alvarez CPA
ReturnHeader/ReturnTs02016-11-14T16:41:24-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,505
Liabilities
$4,294
Net assets
-$2,789
Revenue
$149,706
Expenses
$140,517
Net income
$9,189
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