Civic Intelligence

Insocal Connect C/O Swenson Advisors LLP

990EZ • Fiscal year 2013 • EIN 45-4904999

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

Organization ProfileWWW.INSOCALCONNECT.ORG
25220 Hancock Avenue No 240Murrieta, CA 92562

(951) 445-4700

Siviq Scores

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

Liabilities / Assets

98th percentile

1.63x

Higher debt load relative to assets than 98% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

71st percentile

0.05x

Higher debt load relative to revenue than 71% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

84th percentile

20%

Higher net margin than 84% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

76th percentile

$25,000

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 48.2% of source-year revenue.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

2nd percentile

-68%

Faster asset growth than 2% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

97th percentile

108%

Faster revenue growth than 97% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$1,537

Down $3,223 (-68%) from 2012

Net Assets

-$963

No earlier filing loaded for comparison.

Liabilities

Down

$2,500

Down $13,500 (-84%) from 2012

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin84th percentile

Revenue

Up

$51,900

Up $26,900 (+108%) from 2012

Expenses

Up

$41,623

Up $5,383 (+15%) from 2012

Net Income

Up

$10,277

Up $21,517 (+191%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20K$15K$10K$5.0K$0-$5.0KAssets 2012: $4,760Liabilities 2012: $16,0002012Assets 2013: $1,537Liabilities 2013: $2,500Net Assets 2013: -$9632013

Highlighted filing

2013

Assets$1,537
Liabilities$2,500
Net Assets-$963
Open 2013 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2012: $25,000Expenses 2012: $36,240Net Income 2012: -$11,2402012Revenue 2013: $51,900Expenses 2013: $41,623Net Income 2013: $10,2772013

Highlighted filing

2013

Revenue$51,900
Expenses$41,623
Net Income$10,277
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.0
Gross Receipts
$51,900
Mission and Program Overview

Mission

Insocal connect's primary purpose is to advance the technology sector in the inland southern california region with the goal of creating more jobs, a robust economy, and more export opportunities for local businesses to take their products overseas.

Program Services

DescriptionGrantsExpenses
BECAUSE THIS IS A NEWLY FORMED ORGANIZATION, WE ARE IN THE PRIMARY STAGES OF DEVELOPMENT. AN EXECUTIVE COMMITTEE AND STEERING COMMITTING HAVE BEEN FORMED. WE HAVE BEGUN INITIAL FUNDRAISING MOST OF WHICH FUNDED THE FIRST VERSION OF THE INSOCAL INNOVATION ASSETS REPORT. IN THE 2ND AND 3RD QUARTERS OF 2012, AN INVENTORY WAS TAKEN TO DETERMINE KEY FACTORS IN THE REGION SUCH AS THE NUMBER OF INNOVATIVE TECHNOLOGY COMPANIES IN THE AREA, HIGHER EDUCATION INSTITUTES, VENTURE CAPITAL ORGANIZATIONS, AND STEM EDUCATION PROGRAMS. THE INVENTORY WAS PUBLISHED IN THE "INSOCAL INNOVATION ASSETS REPORT". NO OTHER PROGRAM SERVICE ACCOMPLISHMENTS HAVE BEEN UNDERTAKEN THUS FAR.$33,400$41,623
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL CALDWELLProgram ManagerFT$25,000-$25,000
STEPHEN AUSTINChairman-$0--
DON WARRINERSpringboard Director-$0--
BRUCE COLEMANDirector-$0--
STANLEY HARTERDirector-$0--
BRIAN MAIERTreasurer-$0--
PATRICK MURPHYMarketing Director-$0--
REBECCAH GOLDWAREDirector-$0--
DANIEL RITTATOREDirector-$0--
Filing and Contact Details

Filer

EIN
45-4904999
Phone
9514454700

Signing Officer

Name
Stephen Austin
Title
Chairman
Phone
9514454700
Signed
2014-11-14
Discuss with paid preparer
Yes

Preparer

Preparer
Scott Maxwell
Phone
9514454700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: meeting expense. Amount: 2,574. Description: advertising and promotion. Amount: 651. Description: taxes and license. Amount: 1,240. Description: training expense. Amount: 7,500. Total to form 990-ez, line 16: 11,965.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable. Beg. Of year amount: 16,000. End of year amount: 2,500.”

Raw XML Appendix151 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/USAddress/City0MURRIETA
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode092562
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IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-11240
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-963
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt125000
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHEN AUSTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROL CALDWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DON WARRINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRUCE COLEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STANLEY HARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRIAN MAIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PATRICK MURPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7REBECCAH GOLDWARE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DANIEL RITTATORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PROGRAM MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SPRINGBOARD DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MARKETING DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt011965
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0INSOCAL CONNECT'S PRIMARY PURPOSE IS TO ADVANCE THE TECHNOLOGY SECTOR IN THE INLAND SOUTHERN CALIFORNIA REGION WITH THE GOAL OF CREATING MORE JOBS, A ROBUST ECONOMY, AND MORE EXPORT OPPORTUNITIES FOR LOCAL BUSINESSES TO TAKE THEIR PRODUCTS OVERSEAS.
IRS990EZ/ProgramServiceRevenueAmt05500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BECAUSE THIS IS A NEWLY FORMED ORGANIZATION, WE ARE IN THE PRIMARY STAGES OF DEVELOPMENT. AN EXECUTIVE COMMITTEE AND STEERING COMMITTING HAVE BEEN FORMED. WE HAVE BEGUN INITIAL FUNDRAISING MOST OF WHICH FUNDED THE FIRST VERSION OF THE INSOCAL INNOVATION ASSETS REPORT. IN THE 2ND AND 3RD QUARTERS OF 2012, AN INVENTORY WAS TAKEN TO DETERMINE KEY FACTORS IN THE REGION SUCH AS THE NUMBER OF INNOVATIVE TECHNOLOGY COMPANIES IN THE AREA, HIGHER EDUCATION INSTITUTES, VENTURE CAPITAL ORGANIZATIONS, AND STEM EDUCATION PROGRAMS. THE INVENTORY WAS PUBLISHED IN THE "INSOCAL INNOVATION ASSETS REPORT". NO OTHER PROGRAM SERVICE ACCOMPLISHMENTS HAVE BEEN UNDERTAKEN THUS FAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt033400
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt025000
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt016000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02500
IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TotalProgramServiceExpensesAmt041623
IRS990EZ/TotalRevenueAmt051900
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.INSOCALCONNECT.ORG
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MEETING EXPENSE. AMOUNT: 2,574. DESCRIPTION: ADVERTISING AND PROMOTION. AMOUNT: 651. DESCRIPTION: TAXES AND LICENSE. AMOUNT: 1,240. DESCRIPTION: TRAINING EXPENSE. AMOUNT: 7,500. TOTAL TO FORM 990-EZ, LINE 16: 11,965.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 16,000. END OF YEAR AMOUNT: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN AUSTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09514454700
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10INSOCAL CONNECT CO SWENSON ADVISORS LLP
ReturnHeader/Filer/BusinessNameControlTxt0INSO
ReturnHeader/Filer/EIN0454904999
ReturnHeader/Filer/PhoneNum09514454700
ReturnHeader/Filer/USAddress/AddressLine1025220 HANCOCK AVENUE NO 240
ReturnHeader/Filer/USAddress/City0MURRIETA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092562
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330810710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SWENSON ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1025220 HANCOCK AVE SUITE 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MURRIETA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092562
ReturnHeader/PreparerPersonGrp/PhoneNum09514454700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT MAXWELL
ReturnHeader/ReturnTs02014-11-17T11:51:45-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,537
Liabilities
$2,500
Net assets
-$963
Revenue
$51,900
Expenses
$41,623
Net income
$10,277
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$1.54$2.50$0.96$51.9$41.6$10.3
2012Summary only. Only limited summary data is available for this year.$4.76$16.0$25.0$36.2$11.2
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)6 • <$500k nonprofits