Civic Intelligence

The Orange County Endowment For

EIN 47-3635822 • Laguna Beach, CA

21 Smithcliffs RoadLaguna Beach, CA 92651
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

34th percentile

-8.5%

Higher net margin than 34% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

16th percentile

-75%

Faster asset growth than 16% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

0.0%

Faster revenue growth than 52% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$57

Down $170 (-75%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$57

Down $170 (-75%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin34th percentile

Revenue

Flat

$2,000

Flat from 2023

Expenses

Up

$2,170

Up $195 (+9.9%) from 2023

Net Income

Down

-$170

Down $195 (-780%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2015: $7,654Liabilities 2015: $02015Assets 2016: $3,012Liabilities 2016: $0Net Assets 2016: $3,0122016Assets 2017: $332Liabilities 2017: $0Net Assets 2017: $3322017Assets 2018: $689Liabilities 2018: $0Net Assets 2018: $6892018Assets 2019: $437Liabilities 2019: $0Net Assets 2019: $4372019Assets 2020: $337Liabilities 2020: $0Net Assets 2020: $3372020Assets 2021: $177Liabilities 2021: $0Net Assets 2021: $1772021Assets 2022: $202Liabilities 2022: $0Net Assets 2022: $2022022Assets 2023: $227Liabilities 2023: $0Net Assets 2023: $2272023Assets 2024: $57Liabilities 2024: $0Net Assets 2024: $572024

Highlighted filing

2024

Assets$57
Liabilities$0
Net Assets$57
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

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

$30K$20K$10K$0-$10KRevenue 2015: $25,000Expenses 2015: $17,346Net Income 2015: $7,6542015Revenue 2016: $0Expenses 2016: $4,642Net Income 2016: -$4,6422016Revenue 2017: $0Expenses 2017: $2,680Net Income 2017: -$2,6802017Revenue 2018: $3,000Expenses 2018: $2,643Net Income 2018: $3572018Revenue 2019: $5,000Expenses 2019: $5,252Net Income 2019: -$2522019Revenue 2020: $2,000Expenses 2020: $2,100Net Income 2020: -$1002020Revenue 2021: $2,000Expenses 2021: $2,160Net Income 2021: -$1602021Revenue 2022: $2,000Expenses 2022: $1,975Net Income 2022: $252022Revenue 2023: $2,000Expenses 2023: $1,975Net Income 2023: $252023Revenue 2024: $2,000Expenses 2024: $2,170Net Income 2024: -$1702024

Highlighted filing

2024

Revenue$2,000
Expenses$2,170
Net Income-$170
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57
Liabilities
$0
Net assets
$57
Revenue
$2,000
Expenses
$2,170
Net income
-$170
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$2.00$2.17$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$2.00$1.98$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$2.00$1.98$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$2.00$2.16$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$2.00$2.10$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$5.00$5.25$0.25
2018Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$3.00$2.64$0.36
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.00$2.68$2.68
2016Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.00$4.64$4.64
2015Summary only. Only limited summary data is available for this year.$7.65$0.00$25.0$17.3$7.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 29, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL CANCELLERITrustee-$0--
MICHAEL KAYETrustee-$0--
CARL MCLARANDTrustee-$0--
MARK TOMAINOTrustee-$0--
TWYLA MARTINPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Orange County Endowment for
EIN
47-3635822
Phone
9494947728
Address
21 SMITHCLIFFS ROAD, LAGUNA BEACH, CA 92651

Signing Officer

Name
Twyla Martin
Title
President
Phone
9494947728
Signed
2025-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Wright Ford Young & Co
Address
16140 SAND CANYON AVENUE, IRVINE, CA 92618
Preparer
Ryan Working CPA
Phone
9499102727
Raw XML Appendix300 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL CANCELLERI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHAEL KAYE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CARL MCLARAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARK TOMAINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4TWYLA MARTIN
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd00
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MICHAEL CANCELLERI
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt021 SMITHCLIFFS ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LAGUNA BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092651
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09494947728
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE PRIMARY MISSION OF THE TRUST IS TO PROMOTE INTELLECTUAL ADVANCEMENT IN ORANGE COUNTY, CALIFORNIA. IT WILL CARRY OUT THIS MISSION BY ASSEMBLING PROMINENT PHILANTHROPISTS, ENVIRONMENTALISTS, SCIENTISTS, TECHNOLOGISTS, ARTISTS, WRITERS AND OTHERS IN FORUMS FOR STIMULATING DIALOGUE AND THE EXCHANGE OF INNOVATIVE IDEAS, MANY OF WHICH MAY HAVE THE POTENTIAL CHANGING ATTITUDES, AND POSSIBLY CHANGING LIVES. EXAMPLES OF TOPIC AREAS THAT MIGHT BE CONDUCTED INCLUDE: (A) STRATEGIES FOR LEADERS IN HIGHER EDUCATION IN THE CHALLENGING NEW ENVIRONMENT, (B) PUBLIC POLICY ISSUES; LOCAL, NATIONAL AND INTERNATIONAL, (C) GLOBAL ECONOMIC AND GEOPOLITICAL DEVELOPING CHALLENGES, (D) PUBLIC HEALTH STRATEGIES AND (E) EMERGING ISSUES IN THE ARTS. THE TRUST INTENDS TO FUND THE PUBLICATION OF RESEARCH SPONSORED BY THE TRUST AND/OR THOUGHT LEADER FORUMS CONDUCTED BY IT.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt02170
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0TWYLA R MARTIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09494947728
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt021 SMITHCLIFFS ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LAGUNA BEACH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd092651
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0CHARLES D & TWYLA MARTIN FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt021 SMITHCLIFFS ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LAGUNA BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092651
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02000
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0REGISTRATION FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TWYLA MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09494947728
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ORANGE COUNTY ENDOWMENT FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INTELLECTUAL ADVANCEMENT
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0473635822
ReturnHeader/Filer/PhoneNum09494947728
ReturnHeader/Filer/USAddress/AddressLine1Txt021 SMITHCLIFFS ROAD
ReturnHeader/Filer/USAddress/CityNm0LAGUNA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092651
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953288054
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WRIGHT FORD YOUNG & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016140 SAND CANYON AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092618
ReturnHeader/PreparerPersonGrp/PhoneNum09499102727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN WORKING CPA
ReturnHeader/ReturnTs02025-05-02T12:25:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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