Civic Intelligence

Meeting Professionals International

EIN 75-2232240 • 501(c)3 • Newport Beach, CA

Profile

Education & training in meeting planning

100 Bayview Circle Ste 100Newport Beach, CA 92660

www.mpioc.com

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 2022

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

10th percentile

-96%

Higher net margin than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

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 2022

Asset Growth

17th percentile

-64%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

79th percentile

34%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$19,936

Down $35,134 (-64%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$19,936

Down $35,134 (-64%) from 2021

Revenue

Up

$36,350

Up $9,161 (+34%) from 2021

Expenses

Down

$71,288

Down $1,083 (-1.5%) from 2021

Net Income

Up

-$34,938

Up $10,244 (+23%) from 2021

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $100,054Liabilities 2011: $6252011Assets 2012: $116,242Liabilities 2012: $6252012Assets 2013: $134,728Liabilities 2013: $6252013Assets 2014: $149,111Liabilities 2014: $625Net Assets 2014: $148,4862014Assets 2015: $165,236Liabilities 2015: $625Net Assets 2015: $164,6112015Assets 2016: $156,617Liabilities 2016: $0Net Assets 2016: $156,6172016Assets 2017: $147,546Liabilities 2017: $0Net Assets 2017: $147,5462017Assets 2018: $121,571Liabilities 2018: $0Net Assets 2018: $121,5712018Assets 2019: $108,796Liabilities 2019: $0Net Assets 2019: $108,7962019Assets 2020: $100,252Liabilities 2020: $0Net Assets 2020: $100,2522020Assets 2021: $55,070Liabilities 2021: $0Net Assets 2021: $55,0702021Assets 2022: $19,936Liabilities 2022: $0Net Assets 2022: $19,9362022

Highlighted filing

2022

Assets$19,936
Liabilities$0
Net Assets$19,936

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $138,200Expenses 2011: $105,573Net Income 2011: $32,6272011Revenue 2012: $143,569Expenses 2012: $127,381Net Income 2012: $16,1882012Revenue 2013: $95,095Expenses 2013: $76,609Net Income 2013: $18,4862013Revenue 2014: $218,520Expenses 2014: $204,137Net Income 2014: $14,3832014Revenue 2015: $257,926Expenses 2015: $241,801Net Income 2015: $16,1252015Revenue 2016: $233,823Expenses 2016: $241,817Net Income 2016: -$7,9942016Revenue 2017: $236,786Expenses 2017: $245,857Net Income 2017: -$9,0712017Revenue 2018: $213,616Expenses 2018: $239,591Net Income 2018: -$25,9752018Revenue 2019: $155,677Expenses 2019: $168,452Net Income 2019: -$12,7752019Revenue 2020: $82,838Expenses 2020: $90,455Net Income 2020: -$7,6172020Revenue 2021: $27,189Expenses 2021: $72,371Net Income 2021: -$45,1822021Revenue 2022: $36,350Expenses 2022: $71,288Net Income 2022: -$34,9382022

Highlighted filing

2022

Revenue$36,350
Expenses$71,288
Net Income-$34,938

Filings

Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$27,189
Mission and Program Overview

Mission

Education & training in meeting planning

Education and Training in Meeting Planning

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$100,252$55,070▼ $45,182
Rtn Earn Endowment Incm Other Fnds$100,252$55,070▼ $45,182
Total Assets$100,252$55,070▼ $45,182
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$100,252$55,070▼ $45,182
Total Liabilities and Net Assets / Fund Balance$100,252$55,070▼ $45,182
Compensation and Service Providers

Board Members and Trustees

NameTitle
Pawntra Shadab CTAImmedicate Past President
Bruno Duarte CTAPresident
Jon Trask CMP CMMPresident Elect
Beth HoffmanVice President Education
Dina MoralesDirector of EdCon
Gina Gaytan CMPDirector of Educ Events
Jolene Campbell CTADirector of Marketing
Michelle Sais CMPDirector of PR and Social Media
Troy Karnoff CMPDirector of Recruitment
Nicole HickeyDirector of Retention
Kelly FeeneyDirector of Special Events
Demea Metcalf CMPDirector of Supplier Partnerships
Michael Lasher IOMChapter Administrator
Deanne Figueras CMP CTAVP Communications
Alivia Kimotho CMP CTAVP Finance
AnaLaura Becerra CMP CTAVP Membership
Revenue and Support

Revenue Composition

Contributions and Grants
$7,134
Program Service Revenue
$19,845
Investment Income
$7
Other Revenue
$203
All Other Contributions
$4,371
Change in Net Assets
$-45,182
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$72,371
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$42,781-$42,781
Conferences and Meetings$14,530--$14,530
Advertising$5,136--$5,136
Fees for Services Legal-$4,000-$4,000
All Other Expenses$860$2,026-$2,886
Other Expenses$-20$1,274-$1,274
Fees for Services Accounting-$925-$925
Total Functional Expenses$21,330$51,041$0$72,371
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

Members belong to commercial, non-profit and govt units interested in planning of events.

Member election for additional members Part VI line 7A

Annual election after nominations to slate of officers/directors

Governing body decisions Part VI line 7B

Minutes of meetings are posted on the website for member information. If the members do not approve, they can elect a different slate of officers/directors to following period.

Form 990 governing body review Part VI line 11

Manager receives return before it is to be filed. Members may make a written request for a copy of the tax return. A copy of the financial statement and tax return are forwarded to the national organization.

Governing documents etc available to public Part VI line 19

Available to members by written request

Filing and Contact Details

Filer

Filer Name
Meeting Professionals Intl Orange County Chapter
EIN
75-2232240
Address
360 E 1st St Unit 992, Tustin, CA 92780

Signing Officer

Name
Jon Trask
Title
President
Phone
9493672900
Signed
2021-11-15
Discuss with paid preparer
No

Organization Details

Formed
2008
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
0
Employees
0

Preparer

Firm
Fitzgerald & Company CPAs
Address
2522 Chambers Rd Ste 111, Tustin, CA 92780
Preparer
John Fitzgerald CPA
Phone
9493980918
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

in FYE 06/30/2021 the Organization had larger administrative expenses than usual due to the pandemic and the inability to hold normal meeting functions to generate revenue.

Raw XML AppendixShowing 400 of 449 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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IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt030
IRS990/OtherRevenueTotalAmt0203
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/BusinessCd1561000
IRS990/ProgramServiceRevenueGrp/BusinessCd2561000
IRS990/ProgramServiceRevenueGrp/BusinessCd3561000
IRS990/ProgramServiceRevenueGrp/Desc0Event Registrations
IRS990/ProgramServiceRevenueGrp/Desc1Sponshorship and Exhib
IRS990/ProgramServiceRevenueGrp/Desc2Sales of Materials
IRS990/ProgramServiceRevenueGrp/Desc3Other Income
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15425
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt375
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15425
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt375
IRS990/ProgSrvcAccomActy2Grp/Desc0Printing of educational conference materials
IRS990/ProgSrvcAccomActy3Grp/Desc0Website publishes monthly newsletter, job bank, and alerts members and public to benefits of meeting planners
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt035426
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IRS990/PYTotalRevenueAmt082838
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IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt082851
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt078050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt082900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0148400
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt030
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt078050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt082900
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0148400
IRS990ScheduleA/Total509Grp/TotalAmt0410912
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt018741
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt082851
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt078050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt082900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0148400
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0410942
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members belong to commercial, non-profit and govt units interested in planning of events.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annual election after nominations to slate of officers/directors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Minutes of meetings are posted on the website for member information. If the members do not approve, they can elect a different slate of officers/directors to following period.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Manager receives return before it is to be filed. Members may make a written request for a copy of the tax return. A copy of the financial statement and tax return are forwarded to the national organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Available to members by written request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5in FYE 06/30/2021 the Organization had larger administrative expenses than usual due to the pandemic and the inability to hold normal meeting functions to generate revenue.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5List of other fees for services expenses Part IX line 11g
IRS990/SchoolOperatingInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
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IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt021330
IRS990/TotalFunctionalExpensesGrp/TotalAmt072371
IRS990/TotalGrossUBIAmt030
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt021330
IRS990/TotalProgramServiceRevenueAmt019845
IRS990/TotalReportableCompFromOrgAmt00

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