Civic Intelligence

Eo Orange County

EIN 33-0960182 • 501(c)3 • Irvine, CA

Profile

To engage leading entrepreneurs to learn and grow.

4521 Campus Drive 272Irvine, CA 92612

www.eoaccess.eonetwork.org/ORANGECOUNTY

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.12x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

50th percentile

0.08x

Higher debt load relative to revenue than 50% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

81st percentile

31%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

86th percentile

34%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

93rd percentile

114%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$742,547

Down $34,867 (-4.5%) from 2023

Liabilities

Up

$401,623

Up $66,144 (+20%) from 2023

Net Assets

Down

$340,924

Down $101,011 (-23%) from 2023

Revenue

Down

$1,010,832

Down $424,130 (-30%) from 2023

Expenses

Down

$1,111,843

Down $517,880 (-32%) from 2023

Net Income

Up

-$101,011

Up $93,750 (+48%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2014: $63,299Liabilities 2014: $0Net Assets 2014: $63,2992014Assets 2015: $147,166Liabilities 2015: $0Net Assets 2015: $147,1662015Assets 2016: $208,900Liabilities 2016: $791Net Assets 2016: $208,1092016Assets 2018: $221,934Liabilities 2018: $28,445Net Assets 2018: $193,4892018Assets 2019: $299,136Liabilities 2019: $72,245Net Assets 2019: $226,8912019Assets 2020: $347,325Liabilities 2020: $45,159Net Assets 2020: $302,1662020Assets 2021: $518,215Liabilities 2021: $221,019Net Assets 2021: $297,1962021Assets 2022: $695,999Liabilities 2022: $81,494Net Assets 2022: $614,5052022Assets 2023: $777,414Liabilities 2023: $335,479Net Assets 2023: $441,9352023Assets 2024: $742,547Liabilities 2024: $401,623Net Assets 2024: $340,9242024

Highlighted filing

2024

Assets$742,547
Liabilities$401,623
Net Assets$340,924

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2014: $273,591Expenses 2014: $222,167Net Income 2014: $51,4242014Revenue 2015: $360,505Expenses 2015: $276,638Net Income 2015: $83,8672015Revenue 2016: $390,640Expenses 2016: $329,697Net Income 2016: $60,9432016Revenue 2018: $428,839Expenses 2018: $449,749Net Income 2018: -$20,9102018Revenue 2019: $446,425Expenses 2019: $413,023Net Income 2019: $33,4022019Revenue 2020: $478,070Expenses 2020: $402,795Net Income 2020: $75,2752020Revenue 2021: $480,328Expenses 2021: $485,298Net Income 2021: -$4,9702021Revenue 2022: $1,025,848Expenses 2022: $708,539Net Income 2022: $317,3092022Revenue 2023: $1,434,962Expenses 2023: $1,629,723Net Income 2023: -$194,7612023Revenue 2024: $1,010,832Expenses 2024: $1,111,843Net Income 2024: -$101,0112024

Highlighted filing

2024

Revenue$1,010,832
Expenses$1,111,843
Net Income-$101,011

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 26, 2025
Return Version
2023v6.0
Gross Receipts
$1,010,832
Mission and Program Overview

Mission

To engage leading entrepreneurs to learn and grow.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$777,414$742,547▼ $34,867
Total Assets$777,414$742,547▼ $34,867
Liabilities
Accounts Payable and Accrued Expenses$335,479$401,623▲ $66,144
Total Liabilities$335,479$401,623▲ $66,144
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$441,935$340,924▼ $101,011
Total Net Assets Fund Balance$441,935$340,924▼ $101,011
Total Liabilities and Net Assets / Fund Balance$777,414$742,547▼ $34,867
Compensation and Service Providers

Board Members and Trustees

NameTitle
Todd AushermanAccelerator Chair
Naomi ThomasFinance Co-Chair
Paul BresendenFinance Co-Chair/MyEO Chair
Andrew FielderForum Chair
Ryan YangGSEA Chair (LEFT)
Lisa NguyenLearning Co-Chair
Ryan GaytanLearning Co-Chair
Cortney DonaldsonMarketing Communications Chair
Steve ZehngutMembership Chair
Eric CodorizPresident-Elect/Governance Chair
Steve WilkesPresident
Michelle DoanMember Engagement
Josiah LillyStrategic Alliance Partner
Revenue and Support

Revenue Composition

Contributions and Grants
$899,695
Program Service Revenue
$82,334
Investment Income
$4,935
Other Revenue
$23,868
All Other Contributions
$175,579
Change in Net Assets
$-101,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,005,927
Salaries, Compensation, and Employee Benefits$105,916
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$183,575$103,315-$286,890
Comp Disqual Persons$78,432$19,608-$98,040
Office Expenses$16,229$13,230-$29,459
Information Technology-$16,348-$16,348
All Other Expenses$4,883$4,027-$8,910
Payroll Taxes$6,204$1,672-$7,876
Other Expenses$54,338$6,832-$6,832
Fees for Services Accounting-$4,245-$4,245
Insurance-$3,173-$3,173
Advertising$796$199-$995
Total Functional Expenses$933,273$178,570$0$1,111,843
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

Membership in EOOC is open to any individual that meets the membership criteria set forth by EO Global and any additions thereto set forth in the then applicable EOOC policies and procedures document.

Form 990, Part VI, Section A, line 7A

The board of directors of EOOC is elected by a majority vote by the members.

Form 990, Part VI, Section B, line 11B

The board members shall have the responsibility for reviewing the organization's Form 990 (including all pertinent schedules) before it is filed with the Internal Revenue Service. A draft of the Form 990 should be ready for review by the board members prior to the filing deadline. After the draft of the Form 990 has been obtained by the board members, they will have no more than two weeks to complete their review. In conducting their review of the draft of the Form 990, it is preferred that the board members shall conduct a top-level or big-picture type of review. However, if the board members desires or deems it necessary to conduct a more detailed review of the Form 990, then they should contact the preparer of the Form 990 to request copies of the relevant detailed tax return workpapers which they would like to see. All of the questions, comments, and suggested revisions set forth by the board members should be documented, along with any responses from the preparer of the Form 990, if applicable.

Form 990, Part VI, Section B, line 12C

The policy is discussed annually at the board of directors meeting.

Form 990, Part VI, Section B, line 15A

The board of directors annually reviews compensation for all employees using industry data and comparable data from other chapters and EO Global.

Form 990, Part VI, Section C, line 19

The organization currently does not make its financial statements or conflict of interest policy available to the general public. Public inspection of documents the following organizational documents will be available (for inspection or copying) at the organization's main office during normal business hours at no charge: EO Global Internal Revenue Service determination letter Articles of incorporation Bylaws The public inspection copy of the organization's Form 990 from the previous three years (at a minimum) will be available (for inspection or copying) at the organization's main office during normal business hours at no charge. The public inspection copy of the Form 990 will not include the Schedule A excess contributors or the Schedule B names and addresses of contributors. The organization will make best efforts to ensure that the Forms 990 held at their main office are the most updated versions of such. For example, in the instance where a Form 990 has been amended, the amended version of the Form 990 should be the one available for public inspection. When responding to a public inspection request for any organizational document or Form 990 by anyone, the organization shall fulfill such request in a timely fashion without inquiring as to the reason for the public inspection request.

Filing and Contact Details

Filer

Filer Name
EO Orange County
EIN
33-0960182
Phone
9516986848
Address
4521 Campus Drive 272, Irvine, CA 92612

Signing Officer

Name
Paul Bresenden
Title
Finance Chair
Phone
9516986848
Signed
2025-03-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rydan Case
Formed
2001
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
2
Volunteers
151

Preparer

Firm
Aprio Advisory Group LLC
Address
2185 N California Blvd Suite 350, Walnut Creek, CA 94596
Preparer
Stacy Cullen
Phone
9252102180
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0556679
IRS990/PYRevenuesLessExpensesAmt0-194761
IRS990/PYSalariesCompEmpBnftPaidAmt074769
IRS990/PYTotalExpensesAmt01629723
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01434962
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-101011
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt082334
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0899695
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0874174
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0605625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0463074
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0475480
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03318048
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04935
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04109
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0191
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0129
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02590
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011954
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt082334
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0556679
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0420032
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt017125
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01086220
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04935
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04109
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0191
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0129
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02590
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IRS990ScheduleA/InvestmentIncomeCYPct00.00270
IRS990ScheduleA/InvestmentIncomePYPct00.00370
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0240447
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0323925
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt047012
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt036466
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0240447
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0323925
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0480199
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0485530
IRS990ScheduleA/Total509Grp/TotalAmt04404268
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01434962
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01025848
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0480328
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0488120
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04416222
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IRS990/ScheduleBRequiredInd01
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Membership in EOOC is open to any individual that meets the membership criteria set forth by EO Global and any additions thereto set forth in the then applicable EOOC policies and procedures document.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board of directors of EOOC is elected by a majority vote by the members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board members shall have the responsibility for reviewing the organization's Form 990 (including all pertinent schedules) before it is filed with the Internal Revenue Service. A draft of the Form 990 should be ready for review by the board members prior to the filing deadline. After the draft of the Form 990 has been obtained by the board members, they will have no more than two weeks to complete their review. In conducting their review of the draft of the Form 990, it is preferred that the board members shall conduct a top-level or big-picture type of review. However, if the board members desires or deems it necessary to conduct a more detailed review of the Form 990, then they should contact the preparer of the Form 990 to request copies of the relevant detailed tax return workpapers which they would like to see. All of the questions, comments, and suggested revisions set forth by the board members should be documented, along with any responses from the preparer of the Form 990, if applicable.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The policy is discussed annually at the board of directors meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The board of directors annually reviews compensation for all employees using industry data and comparable data from other chapters and EO Global.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organization currently does not make its financial statements or conflict of interest policy available to the general public. Public inspection of documents the following organizational documents will be available (for inspection or copying) at the organization's main office during normal business hours at no charge: EO Global Internal Revenue Service determination letter Articles of incorporation Bylaws The public inspection copy of the organization's Form 990 from the previous three years (at a minimum) will be available (for inspection or copying) at the organization's main office during normal business hours at no charge. The public inspection copy of the Form 990 will not include the Schedule A excess contributors or the Schedule B names and addresses of contributors. The organization will make best efforts to ensure that the Forms 990 held at their main office are the most updated versions of such. For example, in the instance where a Form 990 has been amended, the amended version of the Form 990 should be the one available for public inspection. When responding to a public inspection request for any organizational document or Form 990 by anyone, the organization shall fulfill such request in a timely fashion without inquiring as to the reason for the public inspection request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt0777414
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0899695
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0933273
IRS990/TotalFunctionalExpensesGrp/TotalAmt01111843
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt0335479
IRS990/TotalLiabilitiesGrp/EOYAmt0401623
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0441935
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0933273
IRS990/TotalProgramServiceRevenueAmt082334
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt04935
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0106202
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01010832
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0151
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0777414
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0742547
IRS990/TotReportableCompRltdOrgAmt00

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