Civic Intelligence

Endowment Fund of Heritage Orange County Inc

EIN 51-0139265 • 501(c)3 • Santa Ana, CA

Profile

Preservation of Historical buildings, land and monuments. To preserve history by those means. This is a volunteer effort. 1. Supported historical education 2. Established historical database for Santa Ana, Ca. 3. Supported annual fundraisers for other historical non-profit organizations

PO Box 4472Santa Ana, CA 92702-4472
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

55th percentile

0.0%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

Flat

$4,149

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

$4,149

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2020

Expenses

Flat

$0

Flat from 2020

Net Income

Flat

$0

Flat from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$6.0K$4.0K$2.0K$0Assets 2011: $5,701Liabilities 2011: $02011Assets 2012: $5,701Liabilities 2012: $02012Assets 2013: $5,701Liabilities 2013: $02013Assets 2014: $5,701Liabilities 2014: $02014Assets 2015: $5,701Liabilities 2015: $02015Assets 2016: $5,701Liabilities 2016: $02016Assets 2017: $4,149Liabilities 2017: $02017Assets 2018: $4,149Liabilities 2018: $02018Assets 2019: $4,149Liabilities 2019: $02019Assets 2020: $4,149Liabilities 2020: $02020Assets 2021: $4,149Liabilities 2021: $0Net Assets 2021: $4,1492021

Highlighted filing

2021

Assets$4,149
Liabilities$0
Net Assets$4,149
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0K$1.0K$0-$1.0K-$2.0KRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2012: $0Expenses 2012: $0Net Income 2012: $02012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $1,552Net Income 2017: -$1,5522017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021

Highlighted filing

2021

Revenue$0
Expenses$0
Net Income$0
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,149
Liabilities
$0
Net assets
$4,149
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$4,149$0$4,149$0$0$0
2020Summary only. Only limited summary data is available for this year.$4,149$0$0$0$0
2019Summary only. Only limited summary data is available for this year.$4,149$0$0$0$0
2018Summary only. Only limited summary data is available for this year.$4,149$0$0$0$0
2017Summary only. Only limited summary data is available for this year.$4,149$0$0$1,552$1,552
2016Summary only. Only limited summary data is available for this year.$5,701$0$0$0$0
2015Summary only. Only limited summary data is available for this year.$5,701$0$0$0$0
2014Summary only. Only limited summary data is available for this year.$5,701$0$0$0$0
2013Summary only. Only limited summary data is available for this year.$5,701$0$0$0$0
2012Summary only. Only limited summary data is available for this year.$5,701$0$0$0$0
2011Summary only. Only limited summary data is available for this year.$5,701$0$0$0$0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 27, 2022
Return Version
2021v4.0
Gross Receipts
$0
Mission and Program Overview

Mission

Preservation of Historical buildings, land and monuments. To preserve history by those means. This is a volunteer effort. 1. Supported historical education 2. Established historical database for Santa Ana, Ca. 3. Supported annual fundraisers for other historical non-profit organizations

Program Services

DescriptionGrantsExpenses
Historical Data Base$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Philip ChinnPresident-$0--
Filing and Contact Details

Filer

Filer Name
Endowment Fund of Heritage Orange County Inc
EIN
51-0139265
Phone
7145581067
Address
PO BOX 4472, SANTA ANA, CA 92702-4472

Signing Officer

Name
Philip Chinn
Title
President
Phone
7145581067
Signed
2022-09-27
Supplemental Narrative

Additional Explanations

Pat I, Line 21

“Net Assets - same as last yeat”

Raw XML Appendix114 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/PersonNm0Philip Chinn
IRS990EZ/BooksInCareOfDetail/PhoneNum07145581067
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 4472
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Ana
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092702
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04149
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04149
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt00
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04149
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04149
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04149
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04149
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04149
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04149
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Philip Chinn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Preservation of Historical buildings, land and monuments. To preserve history by those means. This is a volunteer effort. 1. Supported historical education 2. Established historical database for Santa Ana, Ca. 3. Supported annual fundraisers for other historical non-profit organizations
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Historical Data Base
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Historical preservation
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237229575
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Heritage Orange County
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Net Assets - same as last yeat
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pat I, Line 21
ReasonableCauseExplanation/ExplanationTxt0Unable to file electronically
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Philip Chinn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07145581067
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ENDOWMENT FUND OF HERITAGE ORANGE COUNTY INC
ReturnHeader/Filer/BusinessNameControlTxt0ENDO
ReturnHeader/Filer/EIN0510139265
ReturnHeader/Filer/PhoneNum07145581067
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4472
ReturnHeader/Filer/USAddress/CityNm0SANTA ANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0927024472
ReturnHeader/ReturnTs02022-09-27T21:13:00Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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