Civic Intelligence

Dana Point Harbor Association

990EZ • Fiscal year 2017 • EIN 33-0851002

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 17, 2017

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

Score unavailable

No value available

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

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

50th percentile

2.5%

Higher net margin than 50% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

1st percentile

-95%

Faster asset growth than 1% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-23%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$73

Down $1,432 (-95%) from 2016

Net Assets

Up

$73

Up $2,862 (+103%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin50th percentile

Revenue

Down

$115,793

Down $33,913 (-23%) from 2016

Expenses

Down

$112,931

Down $27,586 (-20%) from 2016

Net Income

Down

$2,862

Down $6,327 (-69%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth1st 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

2017

Assets$73
Liabilities-
Net Assets$73
Open 2017 Filing

Operations Trend

Revenue Growth15th 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

2017

Revenue$115,793
Expenses$112,931
Net Income$2,862
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 17, 2017
Return Version
2016v3.0
Gross Receipts
$115,793
Mission and Program Overview

Mission

Promote commercial welfare of businesses

Program Services

DescriptionGrantsExpenses
SPECIAL EVENTS AND ACTIVITIES$27,841-
MARKETING AND DIRECT ADVERTISING TO PROMOTE COMMERCIAL BUSINESSES LOCATED IN THE CITY OF DANA POINT$6,619-
Compensation and Service Providers
Top Officer Pay70th 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
2017-10-17
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 $1083”

Other Revenue.2

“SPONSORSHIP $850”

Other Expenses.1001

“Advertising and Promotion $6619”

Other Expenses.1002

“Office Expenses $517”

Other Expenses.1005

“Travel $307”

Other Expenses.1012

“Insurance $1478”

Other Expenses.1

“EVENTS $27841”

Other Expenses.2

“VALET PARKING $10000”

Other Expenses.3

“DUES $360”

Other Expenses.5

“BANK CHARGES $44”

Other Expenses.6

“PUBLIC RELATIONS $38”

Other Expenses.7

“FILING FEE $10”

Other Assets.1

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

Total Liabilities.1

“PREPAID MEMBER DUE - Beginning $4294 PREPAID MEMBER DUE - Ending $0”

Raw XML Appendix161 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/PhoneNum09494973371
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAGUNA BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092651
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01112
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt073
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IRS990EZ/ContributionsGiftsGrantsEtcAmt073090
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt02862
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt065568
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt040770
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-2789
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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/BOYAmt0393
IRS990EZ/OtherExpensesTotalAmt047214
IRS990EZ/OtherRevenueTotalAmt01933
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE COMMERCIAL WELFARE OF BUSINESSES
IRS990EZ/PrintingPublicationsPostageAmt0149
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/GrantsAndAllocationsAmt027841
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16619
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04294
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0112931
IRS990EZ/TotalProgramServiceExpensesAmt034460
IRS990EZ/TotalRevenueAmt0115793
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 $1083
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SPONSORSHIP $850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising and Promotion $6619
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Travel $307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $1478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EVENTS $27841
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7VALET PARKING $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DUES $360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES $44
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PUBLIC RELATIONS $38
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11FILING FEE $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Undeposited funds - Beginning $393 Undeposited funds - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PREPAID MEMBER DUE - Beginning $4294 PREPAID MEMBER DUE - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-17
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/ReturnTs02017-10-17T08:19:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73
Liabilities
-
Net assets
$73
Revenue
$115,793
Expenses
$112,931
Net income
$2,862
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