Civic Intelligence

Dana Point Harbor Association

990EZ • Fiscal year 2018 • EIN 33-0851002

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

67th percentile

9.7%

Higher net margin than 67% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

100th percentile

16048%

Faster asset growth than 100% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

4.6%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$11,788

Up $11,715 (+16048%) from 2017

Net Assets

Up

$11,788

Up $11,715 (+16048%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

Up

$121,088

Up $5,295 (+4.6%) from 2017

Expenses

Down

$109,373

Down $3,558 (-3.2%) from 2017

Net Income

Up

$11,715

Up $8,853 (+309%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth100th 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

2018

Assets$11,788
Liabilities-
Net Assets$11,788
Open 2018 Filing

Operations Trend

Revenue Growth59th 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

2018

Revenue$121,088
Expenses$109,373
Net Income$11,715
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$121,088
Mission and Program Overview

Mission

Promote commercial welfare of businesses

Program Services

DescriptionGrantsExpenses
SPECIAL EVENTS AND ACTIVITIES$26,029-
MARKETING AND DIRECT ADVERTISING TO PROMOTE COMMERCIAL BUSINESSES LOCATED IN THE CITY OF DANA POINT$7,096-
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
2018-11-15
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 $760”

Other Expenses.1001

“Advertising and Promotion $7096”

Other Expenses.1002

“Office Expenses $998”

Other Expenses.1005

“Travel $162”

Other Expenses.1012

“Insurance $1535”

Other Expenses.1

“EVENTS $26029”

Other Expenses.2

“VALET PARKING $5000”

Other Expenses.3

“DUES $225”

Other Expenses.6

“FILING FEE $10”

Other Expenses.7

“BANK CHARGES $9”

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
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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/BOYAmt073
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011788
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt072709
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011715
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt067961
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt073
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011788
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0121088
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt047619
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt073
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011788
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt073
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011788
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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/OtherExpensesTotalAmt041064
IRS990EZ/OtherRevenueTotalAmt0760
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE COMMERCIAL WELFARE OF BUSINESSES
IRS990EZ/PrintingPublicationsPostageAmt0348
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/GrantsAndAllocationsAmt026029
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17096
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0109373
IRS990EZ/TotalProgramServiceExpensesAmt033125
IRS990EZ/TotalRevenueAmt0121088
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EVENT INCOME $760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $7096
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $998
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $1535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EVENTS $26029
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6VALET PARKING $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DUES $225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FILING FEE $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES $9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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/PreparerFirmEIN0953282589
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/ReturnTs02018-11-15T11:11:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,788
Liabilities
-
Net assets
$11,788
Revenue
$121,088
Expenses
$109,373
Net income
$11,715
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