Civic Intelligence

Dana Point Harbor Association

990EZ • Fiscal year 2015 • EIN 33-0851002

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 10, 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

2.94x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

85th percentile

0.21x

Higher debt load relative to revenue than 85% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

12th percentile

-21%

Higher net margin than 12% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

7th percentile

-39%

Faster asset growth than 7% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-28%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$6,170

Down $3,921 (-39%) from 2014

Net Assets

Down

-$11,978

Down $18,353 (-288%) from 2014

Liabilities

Up

$18,148

Up $14,432 (+388%) from 2014

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin12th percentile

Revenue

Down

$86,641

Down $33,510 (-28%) from 2014

Expenses

Down

$104,994

Down $14,607 (-12%) from 2014

Net Income

Down

-$18,353

Down $18,903 (-3437%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2015

Assets$6,170
Liabilities$18,148
Net Assets-$11,978
Open 2015 Filing

Operations Trend

Revenue Growth11th 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

2015

Revenue$86,641
Expenses$104,994
Net Income-$18,353
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 10, 2016
Return Version
2014v6.0
Gross Receipts
$86,641
Mission and Program Overview

Mission

Promote commercial welfare of businesses

Program Services

DescriptionGrantsExpenses
SPECIAL EVENTS AND ACTIVITIES$27,331-
MARKETING AND DIRECT ADVERTISING TO PROMOTE COMMERCIAL BUSINESSES LOCATED IN THE CITY OF DANA POINT$11,239-
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--
JONELLE YAMASAKIDirectorPT$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
2016-02-10
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Revenue.1

“EVENT INCOME $199”

Other Expenses.1001

“Advertising and Promotion $11239”

Other Expenses.1002

“Office Expenses $614”

Other Expenses.1012

“Insurance $1426”

Other Expenses.1

“EVENTS $27331”

Other Expenses.2

“VALET PARKING $2500”

Other Expenses.3

“ANNUAL MEETING $160”

Other Expenses.5

“BANK CHARGES $75”

Other Expenses.6

“PUBLIC RELATIONS $40”

Other Expenses.7

“FILING FEE $10”

Total Liabilities.1

“PREPAID MEMBER DUES - Beginning $3716 PREPAID MEMBER DUES - Ending $18148”

Raw XML Appendix155 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/PhoneNum09492482818
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DANA POINT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092629
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010091
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IRS990EZ/ExcessOrDeficitForYearAmt0-18353
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06375
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-11978
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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/PersonNm6JONELLE YAMASAKI
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/OtherExpensesTotalAmt043395
IRS990EZ/OtherRevenueTotalAmt0199
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE COMMERCIAL WELFARE OF BUSINESSES
IRS990EZ/PrintingPublicationsPostageAmt0118
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MARKETING AND DIRECT ADVERTISING TO PROMOTE COMMERCIAL BUSINESSES LOCATED IN THE CITY OF DANA POINT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027331
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt111239
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03716
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt018148
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0104994
IRS990EZ/TotalProgramServiceExpensesAmt038570
IRS990EZ/TotalRevenueAmt086641
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 $199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $11239
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EVENTS $27331
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5VALET PARKING $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ANNUAL MEETING $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK CHARGES $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PUBLIC RELATIONS $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FILING FEE $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PREPAID MEMBER DUES - Beginning $3716 PREPAID MEMBER DUES - Ending $18148
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-10
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
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Laguna Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926512115
ReturnHeader/PreparerPersonGrp/PhoneNum09494973371
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alexander T Alvarez CPA
ReturnHeader/ReturnTs02016-02-10T08:16:23-08:00
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
$6,170
Liabilities
$18,148
Net assets
-$11,978
Revenue
$86,641
Expenses
$104,994
Net income
-$18,353
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