Civic Intelligence

Oc Driven for Success

990EZ • Fiscal year 2022 • EIN 83-4650671

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 31, 2023

3737 Birch Street 220Newport Beach, CA 92660

(949) 428-5050

Siviq Scores

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

Liabilities / Assets

87th percentile

0.30x

Higher debt load relative to assets than 87% of similar nonprofits.

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

Liabilities / Revenue

88th percentile

0.25x

Higher debt load relative to revenue than 88% of similar nonprofits.

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

Net Margin

81st percentile

34%

Higher net margin than 81% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Assets

$74,693

No earlier filing loaded for comparison.

Net Assets

$52,205

No earlier filing loaded for comparison.

Liabilities

$22,488

No earlier filing loaded for comparison.

Revenue

$91,030

No earlier filing loaded for comparison.

Expenses

$60,448

No earlier filing loaded for comparison.

Net Income

$30,582

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2022: $74,693Liabilities 2022: $22,488Net Assets 2022: $52,2052022Assets 2023: $29,796Liabilities 2023: $16,626Net Assets 2023: $13,1702023Assets 2024: $0Net Assets 2024: $02024

Highlighted filing

2022

Assets$74,693
Liabilities$22,488
Net Assets$52,205

Operations Trend

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

$100K$50K$0-$50KRevenue 2022: $91,030Expenses 2022: $60,448Net Income 2022: $30,5822022Revenue 2023: $14,650Expenses 2023: $53,685Net Income 2023: -$39,0352023Revenue 2024: $13,165Expenses 2024: $26,335Net Income 2024: -$13,1702024

Highlighted filing

2022

Revenue$91,030
Expenses$60,448
Net Income$30,582
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 31, 2023
Return Version
2022v5.0
Gross Receipts
$91,030
Mission and Program Overview

Mission

Provide outreach, support, scholarships, and training for high-tech careers in the automotive industry to students, veterans, and others in Orange County, California.

Program Services

DescriptionGrantsExpenses
Scholarships and training for high-tech automotive careers.-$55,248
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John SackrisonPresident-$0--
John OhChairman-$0--
Jared HardinSecretary-$0--
Ben BonfoeyTreasurer-$0--
KC HeidlerDirector-$0--
Vikki MurphyDirector-$0--
Filing and Contact Details

Filer

Filer Name
OC Driven for Success
EIN
83-4650671
Phone
9494285050
Address
3737 Birch Street 220, Newport Beach, CA 92660

Signing Officer

Name
John Sackrison
Title
President
Signed
2023-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Wertz & Company LLP
Address
5450 Trabuco Road, Irvine, CA 92620
Preparer
Gregory L Tanner
Phone
9497565000
Supplemental Narrative

Additional Explanations

Other Expenses.1008

Interest $988

Other Expenses.1

Consulting expense $34298

Other Expenses.2

SCHOLARSHIPS $20950

Other Expenses.3

Dues and memberships $1115

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $10598 Accounts Payable and Accrued Expenses - Ending $123

Total Liabilities.1

NOTE PAYABLE - Beginning $27021 NOTE PAYABLE - Ending $22365

Raw XML Appendix162 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/PersonNm0John Sackrison
IRS990EZ/BooksInCareOfDetail/PhoneNum09494285050
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03737 Birch Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Newport Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092660
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059242
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt074693
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt091030
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt030582
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03097
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059242
IRS990EZ/Form990TotalAssetsGrp/EOYAmt074693
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt091030
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021623
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052205
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021623
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052205
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0John Sackrison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Oh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jared Hardin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ben Bonfoey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KC Heidler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Vikki Murphy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt057351
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide outreach, support, scholarships, and training for high-tech careers in the automotive industry to students, veterans, and others in Orange County, California.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships and training for high-tech automotive careers.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055248
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt037619
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt022488
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt060448
IRS990EZ/TotalProgramServiceExpensesAmt055248
IRS990EZ/TotalRevenueAmt091030
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt091030
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt095560
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0209090
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0209090
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt091030
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt095560
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt022500
IRS990ScheduleA/Total509Grp/TotalAmt0209090
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt091030
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt095560
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt022500
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0209090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Interest $988
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Consulting expense $34298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOLARSHIPS $20950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues and memberships $1115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts Payable and Accrued Expenses - Beginning $10598 Accounts Payable and Accrued Expenses - Ending $123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NOTE PAYABLE - Beginning $27021 NOTE PAYABLE - Ending $22365
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Sackrison
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OC Driven for Success
ReturnHeader/Filer/BusinessNameControlTxt0OCDR
ReturnHeader/Filer/EIN0834650671
ReturnHeader/Filer/PhoneNum09494285050
ReturnHeader/Filer/USAddress/AddressLine1Txt03737 Birch Street 220
ReturnHeader/Filer/USAddress/CityNm0Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020639624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wertz & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05450 Trabuco Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092620
ReturnHeader/PreparerPersonGrp/PhoneNum09497565000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregory L Tanner
ReturnHeader/ReturnTs02023-08-31T12:36:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0John
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Sackrison
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings