Civic Intelligence

Occa Inc

EIN 56-2407791 • 501(c)3 • Lake Havasu City, AZ

Profile

Promotion of charitable, educational, and cultural interests.

2440 San Juan DrLake Havasu City, AZ 86403

occa-inc.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

11th percentile

-77%

Higher net margin than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

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.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-39%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $57,197 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$0

Down $57,197 (-100%) from 2019

Operations
Liabilities / Revenue62nd percentileNet Margin11th percentile

Revenue

Down

$74,091

Down $46,736 (-39%) from 2019

Expenses

Up

$131,288

Up $33,310 (+34%) from 2019

Net Income

Down

-$57,197

Down $80,046 (-350%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$150K$100K$50K$0Assets 2011: $74,620Liabilities 2011: $0Net Assets 2011: $74,6202011Assets 2012: $66,884Liabilities 2012: $0Net Assets 2012: $66,8842012Assets 2013: $88,234Liabilities 2013: $0Net Assets 2013: $88,2342013Assets 2014: $97,874Liabilities 2014: $0Net Assets 2014: $97,8742014Assets 2015: $101,225Liabilities 2015: $0Net Assets 2015: $101,2252015Assets 2016: $117,393Liabilities 2016: $0Net Assets 2016: $117,3932016Assets 2017: $139,037Liabilities 2017: $0Net Assets 2017: $139,0372017Assets 2018: $34,348Liabilities 2018: $0Net Assets 2018: $34,3482018Assets 2019: $57,197Liabilities 2019: $0Net Assets 2019: $57,1972019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth23rd percentile

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

$200K$100K$0-$100KExpenses 2011: $110,5322011Expenses 2012: $108,6362012Expenses 2013: $138,7632013Revenue 2014: $150,220Expenses 2014: $140,580Net Income 2014: $9,6402014Revenue 2015: $150,620Expenses 2015: $147,269Net Income 2015: $3,3512015Revenue 2016: $134,008Expenses 2016: $117,840Net Income 2016: $16,1682016Revenue 2017: $166,507Expenses 2017: $144,863Net Income 2017: $21,6442017Revenue 2018: $132,655Expenses 2018: $139,655Net Income 2018: -$7,0002018Revenue 2019: $120,827Expenses 2019: $97,978Net Income 2019: $22,8492019Revenue 2020: $74,091Expenses 2020: $131,288Net Income 2020: -$57,1972020

Highlighted filing

2020

Revenue$74,091
Expenses$131,288
Net Income-$57,197
Open 2020 Filing

Filings

Most recent year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$74,091
Expenses
$131,288
Net income
-$57,197
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.74$1.31$0.57
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$1.21$0.98$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$1.33$1.40$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$1.67$1.45$0.22
2016Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$1.34$1.18$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$1.51$1.47$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$1.50$1.41$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$1.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$1.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$1.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 30, 2020
Return Version
2019v5.0
Gross Receipts
$74,091
Mission and Program Overview

Mission

Promotion of charitable, educational, and cultural interests.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$30,209$0▼ $30,209
Prepaid Expenses and Deferred Charges$26,988$0▼ $26,988
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$57,197$0▼ $57,197
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$57,197--
Total Net Assets Fund Balance$57,197$0▼ $57,197
Total Liabilities and Net Assets / Fund Balance$57,197$0▼ $57,197
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Darrell MooreDirector
Timothy MooreCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$74,091
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-57,197
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$78,288
Grants and Similar Amounts Paid$53,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$53,000--$53,000
Occupancy$30,111--$30,111
Advertising$18,098--$18,098
Fees for Services Accounting$4,500--$4,500
Travel$3,750--$3,750
Insurance$2,686--$2,686
Other Expenses$818--$818
Office Expenses$790--$790
Total Functional Expenses$131,288$0$0$131,288
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Warrior Foundation FreedomSan Diego, CA501(c)(3)Provide aid to US military members.$53,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 was reviewed by the CFO before filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Financial documents are held by the CFO at the address listed on Form 990. Governing documents and financial statements are available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Occa Inc
EIN
56-2407791
Phone
7148816725
Address
2440 San Juan Dr, Lake Havasu City, AZ 86403

Signing Officer

Name
Timothy Moore
Title
CFO
Phone
7148816725
Signed
2020-07-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy Moore
Formed
2005
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
40

Preparer

Firm
Income Tax Store
Address
14340 Bolsa Chica Rd A, Westminster, CA 92683-4868
Preparer
Dale Quelle EA
Phone
7148992221
Raw XML Appendix371 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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