Civic Intelligence

Orange County Private School Association

990EZ • Fiscal year 2016 • EIN 46-1361214

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 24, 2017

Organization ProfileN/A
1575 W Mable StAnaheim, CA 92802

(714) 925-5397

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

90th percentile

28%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

74th percentile

16%

Faster asset growth than 74% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-27%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$49,220

Up $6,882 (+16%) from 2015

Net Assets

Up

$49,220

Up $6,882 (+16%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Down

$24,375

Down $9,150 (-27%) from 2015

Expenses

Down

$17,493

Down $22,470 (-56%) from 2015

Net Income

Up

$6,882

Up $13,320 (+207%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$60K$40K$20K$0Assets 2014: $48,776Net Assets 2014: $48,7762014Assets 2015: $42,338Net Assets 2015: $42,3382015Assets 2016: $49,220Net Assets 2016: $49,2202016Assets 2017: $36,497Net Assets 2017: $36,4972017Assets 2018: $13,689Net Assets 2018: $13,6892018Assets 2019: $9,710Net Assets 2019: $9,7102019Assets 2020: $9,281Net Assets 2020: $9,2812020Assets 2021: $8,149Liabilities 2021: $0Net Assets 2021: $8,1492021Assets 2022: $8,022Liabilities 2022: $823Net Assets 2022: $7,1992022Assets 2023: $8,034Liabilities 2023: $823Net Assets 2023: $7,2112023

Highlighted filing

2016

Assets$49,220
Liabilities-
Net Assets$49,220
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2014: $49,500Expenses 2014: $50,089Net Income 2014: -$5892014Revenue 2015: $33,525Expenses 2015: $39,963Net Income 2015: -$6,4382015Revenue 2016: $24,375Expenses 2016: $17,493Net Income 2016: $6,8822016Revenue 2017: $18,307Expenses 2017: $31,030Net Income 2017: -$12,7232017Revenue 2018: $5,665Expenses 2018: $28,473Net Income 2018: -$22,8082018Revenue 2019: $0Expenses 2019: $3,979Net Income 2019: -$3,9792019Revenue 2020: $0Expenses 2020: $429Net Income 2020: -$4292020Revenue 2021: $0Expenses 2021: $1,133Net Income 2021: -$1,1332021Revenue 2022: $0Expenses 2022: $127Net Income 2022: -$1272022Revenue 2023: $12Expenses 2023: $0Net Income 2023: $122023

Highlighted filing

2016

Revenue$24,375
Expenses$17,493
Net Income$6,882
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 24, 2017
Return Version
2016v3.0
Gross Receipts
$24,375
Mission and Program Overview

Mission

To aid private schools in networking their ideas to improve the overall level of education within orange county

Program Services

DescriptionGrantsExpenses
THIS CORPORATION IS A NONPROFIT PUBLIC BENEFIT CORPORATION AND IS NOT ORGANIZED FOR THE PRIVATE GAIN OF ANY PERSON. IT IS ORGANIZED UNDER THE NONPROFIT PUBLIC BENEFIT CORPORATION LAW FOR PUBLIC AND CHARITABLE PURPOSES. SUCH PURPOSES INCLUDE EDUCATING THE PUBLIC ABOUT PRIVATE SCHOOLS FOR THE BETTERMENT OF THE CHILDREN IN THE COMMUNITY ON A NON-DISCRIMINATORY BASIS, WITHOUT REGARD TO RACE, COLOR AND NATIONAL OR ETHNIC ORIGIN, AND TO ENGAGE IN SIMILAR RELATED CHARITABLE ACTIVITIES THAT QUALIFY AS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OR CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE.$17,493-
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHAD JACKSONPresident-$0--
SUSAN KLINETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Orange County Private School Association
EIN
46-1361214
Address
1575 W MABLE ST, ANAHEIM, CA 92802

Signing Officer

Name
Susan Kline
Title
Treasurer
Signed
2017-02-24
Discuss with paid preparer
Yes

Preparer

Firm
Wiegel Szekel and Frisby
Address
500 N St College Blvd Ste 1110, Orange, CA 92868
Preparer
Gabe Frisby CPA
Phone
7146348757
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $6098”

Other Expenses.1012

“Insurance $398”

Other Expenses.1

“EVENT VENUE $6786”

Other Expenses.2

“TAXES AND LICENSES $10”

Other Expenses.3

“BANK CHARGES $1”

Raw XML Appendix99 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SUSAN KLINE
IRS990EZ/BooksInCareOfDetail/PhoneNum07149255397
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01209 DELAWARE STREET UNIT 1
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HUNTINGTON BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0926484122
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042338
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049220
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06882
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04200
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042338
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049220
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt024375
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042338
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049220
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042338
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049220
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHAD JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSAN KLINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013293
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO AID PRIVATE SCHOOLS IN NETWORKING THEIR IDEAS TO IMPROVE THE OVERALL LEVEL OF EDUCATION WITHIN ORANGE COUNTY
IRS990EZ/ProgramServiceRevenueAmt024375
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THIS CORPORATION IS A NONPROFIT PUBLIC BENEFIT CORPORATION AND IS NOT ORGANIZED FOR THE PRIVATE GAIN OF ANY PERSON. IT IS ORGANIZED UNDER THE NONPROFIT PUBLIC BENEFIT CORPORATION LAW FOR PUBLIC AND CHARITABLE PURPOSES. SUCH PURPOSES INCLUDE EDUCATING THE PUBLIC ABOUT PRIVATE SCHOOLS FOR THE BETTERMENT OF THE CHILDREN IN THE COMMUNITY ON A NON-DISCRIMINATORY BASIS, WITHOUT REGARD TO RACE, COLOR AND NATIONAL OR ETHNIC ORIGIN, AND TO ENGAGE IN SIMILAR RELATED CHARITABLE ACTIVITIES THAT QUALIFY AS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OR CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017493
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017493
IRS990EZ/TotalProgramServiceExpensesAmt017493
IRS990EZ/TotalRevenueAmt024375
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $6098
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $398
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVENT VENUE $6786
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAXES AND LICENSES $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES $1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN KLINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORANGE COUNTY PRIVATE SCHOOL ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0461361214
ReturnHeader/Filer/USAddress/AddressLine1Txt01575 W MABLE ST
ReturnHeader/Filer/USAddress/CityNm0ANAHEIM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092802
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIEGEL SZEKEL AND FRISBY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 N St College Blvd Ste 1110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orange
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092868
ReturnHeader/PreparerPersonGrp/PhoneNum07146348757
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GABE FRISBY CPA
ReturnHeader/ReturnTs02017-03-02T13:03:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,220
Liabilities
-
Net assets
$49,220
Revenue
$24,375
Expenses
$17,493
Net income
$6,882
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$8.03$0.82$7.21$0.01$0.00$0.01
2022Detailed filing. Detailed filing data is available for this year.$8.02$0.82$7.20$0.00$0.13$0.13
2021Detailed filing. Detailed filing data is available for this year.$8.15$0.00$8.15$0.00$1.13$1.13
2020Detailed filing. Detailed filing data is available for this year.$9.28$9.28$0.00$0.43$0.43
2019Detailed filing. Detailed filing data is available for this year.$9.71$9.71$0.00$3.98$3.98
2018Detailed filing. Detailed filing data is available for this year.$13.7$13.7$5.67$28.5$22.8
2017Detailed filing. Detailed filing data is available for this year.$36.5$36.5$18.3$31.0$12.7
2016Detailed filing. Detailed filing data is available for this year.$49.2$49.2$24.4$17.5$6.88
2015Detailed filing. Detailed filing data is available for this year.$42.3$42.3$33.5$40.0$6.44
2014Detailed filing. Detailed filing data is available for this year.$48.8$48.8$49.5$50.1$0.59