Civic Intelligence

The Legacy Fund

990 • Fiscal year 2014 • EIN 46-0504300

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 11, 2015

Organization ProfileN/A
1010 N Main StreetSanta Ana, CA 92701

(714) 560-0900

Siviq Scores

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

Liabilities / Assets

54th percentile

0.28x

Higher debt load relative to assets than 54% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

71st percentile

0.62x

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

91st percentile

33%

Faster asset growth than 91% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

1417%

Faster revenue growth than 99% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$14,526,466

Up $3,588,544 (+33%) from 2013

Net Assets

Up

$10,419,443

Up $6,244,249 (+150%) from 2013

Liabilities

Down

$4,107,023

Down $2,655,705 (-39%) from 2013

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin98th percentile

Revenue

$6,640,561

No earlier filing loaded for comparison.

Expenses

Up

$396,312

Up $119,998 (+43%) from 2013

Net Income

$6,244,249

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$80M$60M$40M$20M$0Assets 2012: $11,114,921Liabilities 2012: $7,101,167Net Assets 2012: $4,013,7542012Assets 2013: $10,937,922Liabilities 2013: $6,762,728Net Assets 2013: $4,175,1942013Assets 2014: $14,526,466Liabilities 2014: $4,107,023Net Assets 2014: $10,419,4432014Assets 2015: $23,060,698Liabilities 2015: $11,042,353Net Assets 2015: $12,018,3452015Assets 2016: $32,498,736Liabilities 2016: $18,730,042Net Assets 2016: $13,768,6942016Assets 2017: $33,074,239Liabilities 2017: $18,460,484Net Assets 2017: $14,613,7552017Assets 2018: $43,734,127Liabilities 2018: $27,725,950Net Assets 2018: $16,008,1772018Assets 2019: $42,662,835Liabilities 2019: $26,757,874Net Assets 2019: $15,904,9612019Assets 2020: $40,717,461Liabilities 2020: $25,585,290Net Assets 2020: $15,132,1712020Assets 2021: $63,728,929Liabilities 2021: $40,377,237Net Assets 2021: $23,351,6922021Assets 2022: $64,732,698Liabilities 2022: $38,514,524Net Assets 2022: $26,218,1742022Assets 2023: $69,180,477Liabilities 2023: $42,203,483Net Assets 2023: $26,976,9942023Assets 2024: $67,916,800Liabilities 2024: $40,058,720Net Assets 2024: $27,858,0802024

Highlighted filing

2014

Assets$14,526,466
Liabilities$4,107,023
Net Assets$10,419,443
Open 2014 Filing

Operations Trend

Revenue Growth99th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2012: $295,1502012Expenses 2013: $276,3142013Revenue 2014: $6,640,561Expenses 2014: $396,312Net Income 2014: $6,244,2492014Revenue 2015: $3,740,690Expenses 2015: $2,141,788Net Income 2015: $1,598,9022015Revenue 2016: $3,215,116Expenses 2016: $1,464,767Net Income 2016: $1,750,3492016Revenue 2017: $2,543,752Expenses 2017: $1,698,691Net Income 2017: $845,0612017Revenue 2018: $2,277,103Expenses 2018: $2,033,871Net Income 2018: $243,2322018Revenue 2019: $2,339,268Expenses 2019: $2,442,484Net Income 2019: -$103,2162019Revenue 2020: $2,351,490Expenses 2020: $3,124,280Net Income 2020: -$772,7902020Revenue 2021: $12,335,337Expenses 2021: $4,115,816Net Income 2021: $8,219,5212021Revenue 2022: $7,753,977Expenses 2022: $4,887,495Net Income 2022: $2,866,4822022Revenue 2023: $5,951,209Expenses 2023: $5,192,389Net Income 2023: $758,8202023Revenue 2024: $5,731,954Expenses 2024: $4,850,868Net Income 2024: $881,0862024

Highlighted filing

2014

Revenue$6,640,561
Expenses$396,312
Net Income$6,244,249
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 11, 2015
Return Version
2013v4.0
Gross Receipts
$6,670,717
Mission and Program Overview

Mission

To benefit the orange county school of the arts (ocsa) and the orange county school of the arts foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$9,500,000$9,500,000→ $0
Pledges and Grants Receivable$1,307,848$2,775,259▲ $1,467,411
Land, Buildings, and Equipment, Net-$1,792,324-
Cash and Non-Interest-Bearing Accounts$117,958$446,767▲ $328,809
Total Assets$10,937,922$14,526,466▲ $3,588,544
Other Assets Total$12,116$12,116→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,131,947$3,894,311▼ $2,237,636
Other Liabilities$630,781$181,929▼ $448,852
Accounts Payable and Accrued Expenses-$30,783-
Total Liabilities$6,762,728$4,107,023▼ $2,655,705
Net Assets / Fund Balance
Unrestricted Net Assets$4,175,194$6,090,503▲ $1,915,309
Temporarily Rstr Net Assets-$4,328,940-
Total Net Assets Fund Balance$4,175,194$10,419,443▲ $6,244,249
Total Liabilities and Net Assets / Fund Balance$10,937,922$14,526,466▲ $3,588,544

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$325,086$9,958-
Other Land Buildings$652,282--
Land$814,956--
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Jerry MandelPresident
David SidoniSecretary
Scott RichterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,334,131
Program Service Revenue
$85,516
Investment Income
$147,407
Other Revenue
$73,507
All Other Contributions
$6,334,131
Change in Net Assets
$6,244,249

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,640,561
Revenue Not Reported on Form 990
$30,156
Total Revenue per Audited Statements
$6,670,717
Total Revenue per Form 990
$6,640,561
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$323,942
Salaries, Compensation, and Employee Benefits$72,370
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$141,822--$141,822
Other Salaries and Wages-$56,918-$56,918
Travel-$34,362-$34,362
Fees for Services Other$24,000--$24,000
Fees for Services Legal$21,125--$21,125
All Other Expenses-$11,585-$11,585
Other Expenses-$10,000-$10,000
Depreciation Depletion-$9,958-$9,958
Fees for Services Accounting$6,500--$6,500
Pension Plan Contributions-$6,500-$6,500
Other Employee Benefits-$4,633-$4,633
Payroll Taxes-$4,319-$4,319
Insurance$2,188--$2,188
Office Expenses-$847-$847
Total Functional Expenses$195,635$200,677$0$396,312

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$426,468
Expenses per Audited Statements$396,312
Total Expenses per Form 990$396,312
Expenses Not Reported on Form 990$30,156
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$103,663
Fundraising Direct Expenses$30,156
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$103,663$103,663$30,156$73,507
Total Events$103,663$103,663$30,156$73,507
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Ochsa Foundation$181,929
Accounts Payable-
Accrued Expenses-
Accrued Interest-
Due to Ochsa-
Due to Opus Fund-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“An agreement was signed on september 14, 2009 for a related party (ocsa) to perform property management, accounting and financial reporting for the legacy fund. A 2,000 fee is paid monthly for this service.”

Form 990, Page 6, Part VI, Line 11B

“Ocsa's staff review for accuracy prior to filing. Staff ties financial reports to the trial balance and performs a full review of notes and supplementary information for accuracy.”

Form 990, Page 6, Part VI, Line 12C

“The officers, directors, and trustees all sign the conflict of interest policy on an annual basis.”

Form 990, Page 6, Part VI, Line 19

“Available through the minutes of the board of directors meetings.”

Filing and Contact Details

Filer

EIN
46-0504300
Phone
7145600900

Signing Officer

Name
Steve Wagner
Title
CEO & VP of Operations
Phone
7145600900
Signed
2015-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Wagner
Formed
2004
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Preparer
Derrick Debruyne CPA
Phone
6268577300
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Direct fundraising revenue 30,156 direct fundraising expenses -30,156”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization qualifies as a tax exempt organization under the applicable sections of the internal revenue code section 501(c)(3) and california revenue and taxation code section 23701d. The organization has evaluated its tax positions and the certainty as to whether those positions will be sustained in the event of an audit by taxing authorities at the federal and state levels. The primary tax positions evaluated are related to the organization's continued qualification as a tax-exempt organization and whether there are unrelated business income activities conducted that would be taxable. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The organization files informational returns in the u.s. Federal jurisdiction, and the state of california. The statute of limitations for federal and california state purposes is generally three and four years, respectively.”

Schedule D, Page 4, Part XI, Line 2D

“Direct fundraising revenue 30,156”

Schedule D, Page 4, Part XII, Line 2D

“Direct fundraising expenses 30,156”

Raw XML AppendixShowing 400 of 426 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.

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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03033054
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0615065
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011410939
IRS990ScheduleA/TotalSupportAmt012140685
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt09958
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0335044
IRS990ScheduleD/ExpensesNotReportedAmt030156
IRS990ScheduleD/ExpensesSubtotalAmt0396312
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0814956
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0814956
IRS990ScheduleD/OtherExpensesIncludedAmt030156
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0652282
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0652282
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0181929
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO OCHSA FOUNDATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCOUNTS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ACCRUED INTEREST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4DUE TO OCHSA
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5DUE TO OPUS FUND
IRS990ScheduleD/OtherRevenueAmt030156
IRS990ScheduleD/RevenueNotReportedAmt030156
IRS990ScheduleD/RevenueSubtotalAmt06640561
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION QUALIFIES AS A TAX EXEMPT ORGANIZATION UNDER THE APPLICABLE SECTIONS OF THE INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED ARE RELATED TO THE ORGANIZATION'S CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE ARE UNRELATED BUSINESS INCOME ACTIVITIES CONDUCTED THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE ORGANIZATION FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT FUNDRAISING REVENUE 30,156
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT FUNDRAISING EXPENSES 30,156
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01792324
IRS990ScheduleD/TotalExpensesPerForm990Amt0396312
IRS990ScheduleD/TotalLiabilityAmt0181929
IRS990ScheduleD/TotalRevenuePerForm990Amt06640561
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06670717
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0426468
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030156
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0103663
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0103663
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0103663
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0103663
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GALA SILENT AUC
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt073507
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt030156
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt030156
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN AGREEMENT WAS SIGNED ON SEPTEMBER 14, 2009 FOR A RELATED PARTY (OCSA) TO PERFORM PROPERTY MANAGEMENT, ACCOUNTING AND FINANCIAL REPORTING FOR THE LEGACY FUND. A 2,000 FEE IS PAID MONTHLY FOR THIS SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OCSA'S STAFF REVIEW FOR ACCURACY PRIOR TO FILING. STAFF TIES FINANCIAL REPORTS TO THE TRIAL BALANCE AND PERFORMS A FULL REVIEW OF NOTES AND SUPPLEMENTARY INFORMATION FOR ACCURACY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE OFFICERS, DIRECTORS, AND TRUSTEES ALL SIGN THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE THROUGH THE MINUTES OF THE BOARD OF DIRECTORS MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DIRECT FUNDRAISING REVENUE 30,156 DIRECT FUNDRAISING EXPENSES -30,156
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine11NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10ORANGE COUNTY SCHOOL OF THE ARTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11OCSA FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0330891574
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1330377341
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1FUNDRAISNG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt17
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine101010 N MAIN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine111010 N MAIN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0SANTA ANA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1SANTA ANA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode092701
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode192701
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0true
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt04328940
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt010937922
IRS990/TotalAssetsEOYAmt014526466
IRS990/TotalAssetsGrp/BOYAmt010937922
IRS990/TotalAssetsGrp/EOYAmt014526466
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06334131
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0200677
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0195635
IRS990/TotalFunctionalExpensesGrp/TotalAmt0396312
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06762728
IRS990/TotalLiabilitiesEOYAmt04107023
IRS990/TotalLiabilitiesGrp/BOYAmt06762728
IRS990/TotalLiabilitiesGrp/EOYAmt04107023
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04175194
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010419443
IRS990/TotalProgramServiceExpensesAmt0195635
IRS990/TotalProgramServiceRevenueAmt085516
IRS990/TotalRevenueGrp/ExclusionAmt0220914
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt085516
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06640561
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010937922
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014526466
IRS990/TravelGrp/ManagementAndGeneralAmt034362
IRS990/TravelGrp/TotalAmt034362
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04175194
IRS990/UnrestrictedNetAssetsGrp/EOYAmt06090503
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101010 N MAIN STREET
IRS990/USAddress/City0SANTA ANA
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode092701
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,526,466
Liabilities
$4,107,023
Net assets
$10,419,443
Revenue
$6,640,561
Expenses
$396,312
Net income
$6,244,249
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.9$40.1$27.9$5.73$4.85$0.88
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.2$42.2$27.0$5.95$5.19$0.76
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.7$38.5$26.2$7.75$4.89$2.87
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.7$40.4$23.4$12.3$4.12$8.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.7$25.6$15.1$2.35$3.12$0.77
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.7$26.8$15.9$2.34$2.44$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.7$27.7$16.0$2.28$2.03$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.1$18.5$14.6$2.54$1.70$0.85
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.5$18.7$13.8$3.22$1.46$1.75
2015Detailed filing. Detailed filing data is available for this year.$23.1$11.0$12.0$3.74$2.14$1.60
2014Detailed filing. Detailed filing data is available for this year.$14.5$4.11$10.4$6.64$0.40$6.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$6.76$4.18$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$7.10$4.01$0.30