Civic Intelligence

Organizations in Training

990EZ • Fiscal year 2018 • EIN 46-3152604

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 02, 2019

Organization Profilewww.organizations-in-training.org
12011 World Trade DriveSan Diego, CA 92128

(858) 775-4706

Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

28th percentile

-6.9%

Higher net margin than 28% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

89th percentile

$36,717

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 18.9% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

31st percentile

-8.4%

Faster asset growth than 31% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

61st percentile

8.6%

Faster revenue growth than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$122,521

Down $11,241 (-8.4%) from 2017

Net Assets

Down

$119,806

Down $13,336 (-10%) from 2017

Liabilities

Up

$2,715

Up $2,095 (+338%) from 2017

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin28th percentile

Revenue

Up

$194,247

Up $15,444 (+8.6%) from 2017

Expenses

Up

$207,583

Up $74,991 (+57%) from 2017

Net Income

Down

-$13,336

Down $59,547 (-129%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$200K$100K$0-$100K-$200KAssets 2014: $7,913Net Assets 2014: $7,9132014Assets 2015: $20,263Net Assets 2015: $20,2632015Assets 2016: $87,292Liabilities 2016: $361Net Assets 2016: $86,9312016Assets 2017: $133,762Liabilities 2017: $620Net Assets 2017: $133,1422017Assets 2018: $122,521Liabilities 2018: $2,715Net Assets 2018: $119,8062018Assets 2019: $53,577Liabilities 2019: $4,4502019Assets 2020: $64,584Liabilities 2020: $118,357Net Assets 2020: -$53,7732020Assets 2021: $7,300Liabilities 2021: $162,678Net Assets 2021: -$155,3782021Assets 2022: $43,449Liabilities 2022: $160,240Net Assets 2022: -$116,7912022Assets 2023: $1,480Liabilities 2023: $157,525Net Assets 2023: -$156,0452023Assets 2024: $17,274Liabilities 2024: $151,520Net Assets 2024: -$134,2462024

Highlighted filing

2018

Assets$122,521
Liabilities$2,715
Net Assets$119,806
Open 2018 Filing

Operations Trend

Revenue Growth61st percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2014: $183,444Expenses 2014: $175,531Net Income 2014: $7,9132014Revenue 2015: $177,481Expenses 2015: $165,131Net Income 2015: $12,3502015Revenue 2016: $222,212Expenses 2016: $155,544Net Income 2016: $66,6682016Revenue 2017: $178,803Expenses 2017: $132,592Net Income 2017: $46,2112017Revenue 2018: $194,247Expenses 2018: $207,583Net Income 2018: -$13,3362018Revenue 2019: $192,890Expenses 2019: $263,569Net Income 2019: -$70,6792019Revenue 2020: $158,530Expenses 2020: $261,430Net Income 2020: -$102,9002020Revenue 2021: $91,968Expenses 2021: $203,881Net Income 2021: -$111,9132021Revenue 2022: $227,186Expenses 2022: $188,599Net Income 2022: $38,5872022Revenue 2023: $39,641Expenses 2023: $78,895Net Income 2023: -$39,2542023Revenue 2024: $41,488Expenses 2024: $19,717Net Income 2024: $21,7712024

Highlighted filing

2018

Revenue$194,247
Expenses$207,583
Net Income-$13,336
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 2, 2019
Return Version
2018v3.1
Gross Receipts
$194,247
Mission and Program Overview

Mission

Promote greater independence, efficiency and productivity for nonprofit personnel, underpriviledged youth and their families.

Program Services

DescriptionGrantsExpenses
MONARCH SCHOOL - The current program at the Monarch School includes 4 Advanced Mentors providing services for 5 hours a day, 1-2 days a week. The services are provided to approximately 280 students, with a primary focus on approximately 120 students in grades 5-8. In addition, Advanced Mentors provide coaching to the teachers of those grades. Advanced Mentors engage in one on one mentoring sessions, 20 minutes in duration with 12 students every day that OIT is on campus. Overall 50 students receive one on one mentoring each week of school. Group trainings at the Monarch School occur with approximately 120 students for one hour, 1 day per week. Each student in grades 5, 7, and 8 attended one-hour classes each week. In total, 120 students receive 2 staff hours of group training per week. The other hours of direct service at Monarch school provided by the 4 Advanced Mentors are dedicated to any specific issues that may arise during the course of the school day, and each mentor is available to 280 students for crisis management or one on one mentoring.TOTAL EXPENDITURES = 123,194$123,194-
YOUTH LEADERSHIP CAMP - Our mentors utilized a variety of coaching, mentoring and training techniques to teach young people the skills to be successful in sports, recreation and fitness - skills we believe can be generalized and applied to all aspects of their life.Our goal was to provide young people the appropriate skills and tools to be more successful as individuals and relationally in school, at home and in the community. Our team, utilizing a customized approach, taught recipients how to better learn, practice, refine and master the 5 Skills of Self-Leadership to function at an optimal level: Self-Understanding, Understanding of Others, Self-Management, Relational Skills, and Goal Accomplishment.We provided the camp to 15 youth, for 12 days throughout the year, 5 hours per day.TOTAL EXPENDITURES = 36,286$36,286-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANE WALTONChairman-$36,717-$36,717
JAMES GIANTISBoard MemberFT$29,500-$29,500
JEFF THOMASTreasurerFT$0--
JAMES HAMMERMEISTERBoard Member-$0--
BRIAN ARCHAMBAULTBoard Member-$0--
ALEXIS ARCHAMBAULTSecretary-$0--
BRAD OWENBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Organizations in Training
EIN
46-3152604
Phone
8587754706
Address
12011 WORLD TRADE DRIVE, SAN DIEGO, CA 92128

Signing Officer

Name
Jeff Thomas
Title
Treasurer
Signed
2019-10-02
Discuss with paid preparer
Yes

Preparer

Firm
Lopato & Associates
Address
7968 ARJONS DR STE A204, SAN DIEGO, CA 92126-6362
Preparer
Alan Lopato CPA
Phone
8585491295
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $25902”

Other Expenses.1002

“Office Expenses $240”

Other Expenses.1008

“Interest $155”

Other Expenses.1009

“Depreciation $281”

Other Expenses.1012

“Insurance $5673”

Other Expenses.1

“Meals & entertainment $3015”

Other Expenses.2

“PAYROLL PROCESSING $2677”

Other Expenses.3

“LICENSES & PERMITS $1231”

Other Expenses.5

“BANK FEES $297”

Other Expenses.6

“COMMISSIONS & FEES $60”

Other Assets.1003

“Machinery and Equipment - Beginning $1079 Machinery and Equipment - Ending $797”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $1965 Prepaid Expenses and Deferred Charges - Ending $1965”

Total Liabilities.1

“- Beginning $0 - Ending $0”

Raw XML Appendix180 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/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES GIANTIS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFF THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES HAMMERMEISTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRIAN ARCHAMBAULT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALEXIS ARCHAMBAULT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRAD OWEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03044
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02762
IRS990EZ/OtherExpensesTotalAmt039531
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE GREATER INDEPENDENCE, EFFICIENCY AND PRODUCTIVITY FOR NONPROFIT PERSONNEL, UNDERPRIVILEDGED YOUTH AND THEIR FAMILIES.
IRS990EZ/PrintingPublicationsPostageAmt0317
IRS990EZ/ProgramServiceRevenueAmt04089
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MONARCH SCHOOL - The current program at the Monarch School includes 4 Advanced Mentors providing services for 5 hours a day, 1-2 days a week. The services are provided to approximately 280 students, with a primary focus on approximately 120 students in grades 5-8. In addition, Advanced Mentors provide coaching to the teachers of those grades. Advanced Mentors engage in one on one mentoring sessions, 20 minutes in duration with 12 students every day that OIT is on campus. Overall 50 students receive one on one mentoring each week of school. Group trainings at the Monarch School occur with approximately 120 students for one hour, 1 day per week. Each student in grades 5, 7, and 8 attended one-hour classes each week. In total, 120 students receive 2 staff hours of group training per week. The other hours of direct service at Monarch school provided by the 4 Advanced Mentors are dedicated to any specific issues that may arise during the course of the school day, and each mentor is available to 280 students for crisis management or one on one mentoring.TOTAL EXPENDITURES = 123,194
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1YOUTH LEADERSHIP CAMP - Our mentors utilized a variety of coaching, mentoring and training techniques to teach young people the skills to be successful in sports, recreation and fitness - skills we believe can be generalized and applied to all aspects of their life.Our goal was to provide young people the appropriate skills and tools to be more successful as individuals and relationally in school, at home and in the community. Our team, utilizing a customized approach, taught recipients how to better learn, practice, refine and master the 5 Skills of Self-Leadership to function at an optimal level: Self-Understanding, Understanding of Others, Self-Management, Relational Skills, and Goal Accomplishment.We provided the camp to 15 youth, for 12 days throughout the year, 5 hours per day.TOTAL EXPENDITURES = 36,286
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0222212
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0177481
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0183433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0956176
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0183433
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0956176
IRS990ScheduleA/TotalSupportAmt0956187
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $25902
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Interest $155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $5673
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEALS & ENTERTAINMENT $3015
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PAYROLL PROCESSING $2677
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LICENSES & PERMITS $1231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK FEES $297
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9COMMISSIONS & FEES $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Machinery and Equipment - Beginning $1079 Machinery and Equipment - Ending $797
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Prepaid Expenses and Deferred Charges - Beginning $1965 Prepaid Expenses and Deferred Charges - Ending $1965
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12- Beginning $0 - Ending $0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORGANIZATIONS IN TRAINING
ReturnHeader/Filer/BusinessNameControlTxt0ORGA
ReturnHeader/Filer/EIN0463152604
ReturnHeader/Filer/PhoneNum08587754706
ReturnHeader/Filer/USAddress/AddressLine1Txt012011 WORLD TRADE DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092128
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330943857
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOPATO & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07968 ARJONS DR STE A204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921266362
ReturnHeader/PreparerPersonGrp/PhoneNum08585491295
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN LOPATO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-02T16:09:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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
$122,521
Liabilities
$2,715
Net assets
$119,806
Revenue
$194,247
Expenses
$207,583
Net income
-$13,336
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.17$1.52$1.34$0.41$0.20$0.22
2023Detailed filing. Detailed filing data is available for this year.$0.01$1.58$1.56$0.40$0.79$0.39
2022Detailed filing. Detailed filing data is available for this year.$0.43$1.60$1.17$2.27$1.89$0.39
2021Detailed filing. Detailed filing data is available for this year.$0.07$1.63$1.55$0.92$2.04$1.12
2020Detailed filing. Detailed filing data is available for this year.$0.65$1.18$0.54$1.59$2.61$1.03
2019Summary only. Only limited summary data is available for this year.$0.54$0.04$1.93$2.64$0.71
2018Detailed filing. Detailed filing data is available for this year.$1.23$0.03$1.20$1.94$2.08$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.34$0.01$1.33$1.79$1.33$0.46
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$2.22$1.56$0.67
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.20$1.77$1.65$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.08$1.83$1.76$0.08