Civic Intelligence

Occa Foundation

990 • Fiscal year 2022 • EIN 86-1440288

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

Organization ProfileN/A
4100 E Walnut AvenueOrange, CA 92869

(714) 313-3706

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

65th percentile

15%

Higher net margin than 65% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

91st percentile

83%

Faster asset growth than 91% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

95th percentile

260%

Faster revenue growth than 95% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$294,781

Up $133,852 (+83%) from 2021

Net Assets

Up

$294,781

Up $133,852 (+83%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin65th percentile

Revenue

Up

$883,567

Up $638,275 (+260%) from 2021

Expenses

Up

$747,015

Up $662,652 (+785%) from 2021

Net Income

Down

$136,552

Down $24,377 (-15%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$300K$200K$100K$0Assets 2021: $160,929Liabilities 2021: $0Net Assets 2021: $160,9292021Assets 2022: $294,781Liabilities 2022: $0Net Assets 2022: $294,7812022Assets 2024: $175,587Liabilities 2024: $0Net Assets 2024: $175,5872024

Highlighted filing

2022

Assets$294,781
Liabilities$0
Net Assets$294,781
Open 2022 Filing

Operations Trend

Revenue Growth95th percentile

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

$1.5M$1.0M$500K$0Revenue 2021: $245,292Expenses 2021: $84,363Net Income 2021: $160,9292021Revenue 2022: $883,567Expenses 2022: $747,015Net Income 2022: $136,5522022Revenue 2024: $1,156,977Expenses 2024: $1,119,807Net Income 2024: $37,1702024

Highlighted filing

2022

Revenue$883,567
Expenses$747,015
Net Income$136,552
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 1, 2023
Return Version
2022v5.0
Gross Receipts
$883,567
Mission and Program Overview

Mission

Support of public education through orange county classical academy

Suppport of public education through orange coundty classical academy

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$155,773$294,774▲ $139,001
Prepaid Expenses and Deferred Charges$2,456--
Savings and Temporary Cash Investments$2,700$7▼ $2,693
Total Assets$160,929$294,781▲ $133,852
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$160,929$294,781▲ $133,852
Total Net Assets Fund Balance$160,929$294,781▲ $133,852
Total Liabilities and Net Assets / Fund Balance$160,929$294,781▲ $133,852
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Rebecca HolzCEO
Garrett HeffnerCFO
Kim EdmundSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$800,586
Program Service Revenue
$82,482
Investment Income
$499
Other Revenue
$0
All Other Contributions
$800,586
Change in Net Assets
$136,552
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$660,905
Salaries, Compensation, and Employee Benefits$86,110
Total Fundraising Expense$67,148
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$79,925--$79,925
Other Expenses$6,859-$67,148$6,859
Insurance-$5,643-$5,643
Fees for Services Other$3,807$1,250-$5,057
All Other Expenses$2,715$2,257-$4,972
Office Expenses-$4,382-$4,382
Other Employee Benefits$3,400--$3,400
Payroll Taxes$2,785--$2,785
Fees for Services Legal-$2,377-$2,377
Fees for Services Accounting-$1,086-$1,086
Travel-$489-$489
Information Technology-$438-$438
Total Functional Expenses$661,945$17,922$67,148$747,015
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
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, Page 6, Part VI, Line 11B

“Provided by cfo for review and edits as necessary”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Occa Foundation
EIN
86-1440288
Phone
7143133706
Address
4100 E WALNUT AVENUE, ORANGE, CA 92869

Signing Officer

Name
Rebecca Holz
Title
CEO
Phone
6572239420
Signed
2023-08-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rebecca Holz
Formed
2020
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
8
Volunteers
10

Preparer

Firm
Silva & Silva Cpas
Address
3040 SATURN ST STE 107, BREA, CA 92821
Preparer
Lisa Silva CPA
Phone
7143224672
Supplemental Narrative

Additional Explanations

Form 990, Part III

“New services- virtually all activity started in the current year including after school program”

Raw XML Appendix291 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/IRPDocumentCnt00
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IRS990/OperateHospitalInd0false
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/PhoneNum07143133706
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ReturnHeader/Filer/USAddress/CityNm0ORANGE
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ReturnHeader/PreparerPersonGrp/PhoneNum07143224672
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA SILVA CPA
ReturnHeader/ReturnTs02023-11-20T16:00:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0REBECCA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOLZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$294,781
Liabilities
$0
Net assets
$294,781
Revenue
$883,567
Expenses
$747,015
Net income
$136,552
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$1.16$1.12$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.88$0.75$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.25$0.08$0.16