Civic Intelligence

Orange County Chapter the American Institute of Architects

990 • Fiscal year 2016 • EIN 95-2250295

Jan 01, 2016 to Dec 31, 2016 • Filed on May 01, 2017

4100 Birch St No 300Newport Beach, CA 92663

(949) 225-5900

Siviq Scores

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

Liabilities / Assets

90th percentile

0.45x

Higher debt load relative to assets than 90% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

91st percentile

0.34x

Higher debt load relative to revenue than 91% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

22nd percentile

-10.0%

Higher net margin than 22% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

98th percentile

$130,496

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 43.0% of source-year revenue.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

20th percentile

-15%

Faster asset growth than 20% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

1.0%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$230,479

Down $41,857 (-15%) from 2015

Net Assets

Down

$127,626

Down $30,257 (-19%) from 2015

Liabilities

Down

$102,853

Down $11,600 (-10%) from 2015

Revenue

Up

$303,822

Up $2,979 (+1.0%) from 2015

Expenses

Up

$334,079

Up $39,437 (+13%) from 2015

Net Income

Down

-$30,257

Down $36,458 (-588%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $103,097Liabilities 2010: $80,837Net Assets 2010: $22,2602010Assets 2011: $130,520Liabilities 2011: $79,175Net Assets 2011: $51,3452011Assets 2012: $129,665Liabilities 2012: $74,317Net Assets 2012: $55,3482012Assets 2013: $207,519Liabilities 2013: $85,948Net Assets 2013: $121,5712013Assets 2014: $233,499Liabilities 2014: $81,817Net Assets 2014: $151,6822014Assets 2015: $272,336Liabilities 2015: $114,453Net Assets 2015: $157,8832015Assets 2016: $230,479Liabilities 2016: $102,853Net Assets 2016: $127,6262016Assets 2017: $176,162Liabilities 2017: $111,857Net Assets 2017: $64,3052017Assets 2018: $229,605Liabilities 2018: $185,001Net Assets 2018: $44,6042018Assets 2019: $216,047Liabilities 2019: $158,607Net Assets 2019: $57,4402019Assets 2020: $229,781Liabilities 2020: $121,631Net Assets 2020: $108,1502020Assets 2021: $281,634Liabilities 2021: $122,357Net Assets 2021: $159,2772021Assets 2022: $223,954Liabilities 2022: $101,125Net Assets 2022: $122,8292022Assets 2023: $184,558Liabilities 2023: $97,064Net Assets 2023: $87,4942023Assets 2024: $157,658Liabilities 2024: $98,352Net Assets 2024: $59,3062024

Highlighted filing

2016

Assets$230,479
Liabilities$102,853
Net Assets$127,626

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $277,840Expenses 2010: $269,144Net Income 2010: $8,6962010Revenue 2011: $304,662Expenses 2011: $275,577Net Income 2011: $29,0852011Revenue 2012: $271,729Expenses 2012: $267,726Net Income 2012: $4,0032012Revenue 2013: $322,008Expenses 2013: $255,785Net Income 2013: $66,2232013Revenue 2014: $288,395Expenses 2014: $258,284Net Income 2014: $30,1112014Revenue 2015: $300,843Expenses 2015: $294,642Net Income 2015: $6,2012015Revenue 2016: $303,822Expenses 2016: $334,079Net Income 2016: -$30,2572016Revenue 2017: $330,160Expenses 2017: $393,481Net Income 2017: -$63,3212017Revenue 2018: $383,931Expenses 2018: $403,632Net Income 2018: -$19,7012018Revenue 2019: $387,300Expenses 2019: $374,464Net Income 2019: $12,8362019Revenue 2020: $333,961Expenses 2020: $283,251Net Income 2020: $50,7102020Revenue 2021: $381,150Expenses 2021: $330,023Net Income 2021: $51,1272021Revenue 2022: $394,651Expenses 2022: $431,099Net Income 2022: -$36,4482022Revenue 2023: $429,143Expenses 2023: $464,478Net Income 2023: -$35,3352023Revenue 2024: $429,211Expenses 2024: $457,399Net Income 2024: -$28,1882024

Highlighted filing

2016

Revenue$303,822
Expenses$334,079
Net Income-$30,257
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 1, 2017
Return Version
2016v3.0
Gross Receipts
$341,453
Mission and Program Overview

Mission

Provide continuing opportunities, education, and recognition in the architectural and design fields.

The american institute of architects orange county is our voice of the profession, dedicated to the advocacy of its members and inspiring the quality of the built environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$189,821$146,876▼ $42,945
Rtn Earn Endowment Incm Other Fnds$157,883$127,626▼ $30,257
Savings and Temporary Cash Investments$30,061$30,064▲ $3
Land, Buildings, and Equipment, Net$22,825$17,522▼ $5,303
Accounts Receivable$15,441$15,655▲ $214
Prepaid Expenses and Deferred Charges$8,280$14,439▲ $6,159
Inventories for Sale or Use$3,182$3,197▲ $15
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$272,336$230,479▼ $41,857
Other Assets Total$2,726$2,726→ $0
Liabilities
Deferred Revenue$87,035$86,966▼ $69
Accounts Payable and Accrued Expenses$27,418$15,887▼ $11,531
Total Liabilities$114,453$102,853▼ $11,600
Net Assets / Fund Balance
Total Net Assets Fund Balance$157,883$127,626▼ $30,257
Total Liabilities and Net Assets / Fund Balance$272,336$230,479▼ $41,857

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$17,522$13,318$30,840
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jeffrey GillExecutive DirectorFT$130,496$130,496

Board Members and Trustees

NameTitle
Mark Paone AiaPresident
Brett Dougherty Assoc AiaVice-president
Salma Abdelghani Assoc AiaDirector of Associates
David Molinaro Assoc AiaDirector of Communication
Diane Mclean FaiaDirector of Cote
John Danielian AiaDirector to the California Council
David Disman Assoc AiaDirectors of Design
Demarlon Carter Assoc AiaDirectors-at-large
Hye Jin Sweem AiaDirectors-at-large
Mark Kim AiaDirectors-at-large
Deborah Sands AiaSecretary
Tim Smallwood AiaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$192,810
Program Service Revenue
$100,823
Investment Income
$3
Other Revenue
$10,186
Change in Net Assets
$-30,257
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$203,381
Other Expenses$130,698
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$114,793
Other Salaries and Wages---$73,470
Conferences and Meetings---$48,192
Occupancy---$27,635
Office Expenses---$18,768
Payroll Taxes---$15,118
Depreciation Depletion---$7,881
Insurance---$7,757
Fees for Services Accounting---$6,541
Information Technology---$3,004
Other Expenses---$1,918
Advertising---$440
Interest---$50
Total Functional Expenses$0$0$0$334,079
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The executive director reviews the completed tax returns before filing.

Form 990, Part VI, Section B, Line 12C

Organization has a weekly meeting to discuss scheduling and conflicts.

Form 990, Part VI, Section B, Line 15A

Organization did a comparable study for compensations to executive director.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Orange County Chapter the American
EIN
95-2250295
Phone
9492255900
Address
4100 BIRCH ST NO 300, NEWPORT BEACH, CA 92663

Signing Officer

Name
Jeffrey Gill
Title
Executive Director
Phone
9492255900
Signed
2017-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Gill
Formed
1952
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
0
Employees
3
Volunteers
20

Preparer

Firm
Belden Hiramoto Liu & Co Llp Cpas
Address
3158 RED HILL AVE SUITE 110, COSTA MESA, CA 92626
Preparer
Josiah G Belden
Phone
7145568140
Raw XML AppendixShowing 400 of 402 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/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR TO THE CALIFORNIA COUNCIL
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IRS990/ProgramServiceRevenueGrp/Desc0SPONSORSHIP
IRS990/ProgramServiceRevenueGrp/Desc1DESIGN AWARDS
IRS990/ProgramServiceRevenueGrp/Desc2AIA/CES SEMINARS
IRS990/ProgramServiceRevenueGrp/Desc3PUBLIC OUTREACH
IRS990/ProgramServiceRevenueGrp/Desc4SMALL PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt051733
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt123191
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt212922
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt310028
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt42302
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt051733
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt123191
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212922
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt310028
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42302
IRS990/ProgSrvcAccomActy2Grp/Desc0CONFERENCES, CONVENTIONS & MEETINGS - THROUGH ATTENDANCE AT MEETINGS OR SPONSORSHIP OF SAME TO PROMOTE AESTHETIC, SCIENTIFIC AND PRACTICAL EFFICIENCY OF ARCHITECTURE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0129694
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt077632
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0184368
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03
IRS990/PYOtherExpensesAmt0129941
IRS990/PYOtherRevenueAmt021413
IRS990/PYProgramServiceRevenueAmt095059
IRS990/PYRevenuesLessExpensesAmt06201
IRS990/PYSalariesCompEmpBnftPaidAmt0164701
IRS990/PYTotalExpensesAmt0294642
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0300843
IRS990/ReconcilationRevenueExpnssAmt0-30257
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt023191
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0157883
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0127626
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030061
IRS990/SavingsAndTempCashInvstGrp/EOYAmt030064
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt017522
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt013318
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt030840
IRS990ScheduleD/TotalBookValueLandBuildingsAmt017522
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR REVIEWS THE COMPLETED TAX RETURNS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION HAS A WEEKLY MEETING TO DISCUSS SCHEDULING AND CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION DID A COMPARABLE STUDY FOR COMPENSATIONS TO EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0272336
IRS990/TotalAssetsEOYAmt0230479
IRS990/TotalAssetsGrp/BOYAmt0272336
IRS990/TotalAssetsGrp/EOYAmt0230479
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0192810
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/TotalAmt0334079
IRS990/TotalGrossUBIAmt010186
IRS990/TotalLiabilitiesBOYAmt0114453
IRS990/TotalLiabilitiesEOYAmt0102853
IRS990/TotalLiabilitiesGrp/BOYAmt0114453
IRS990/TotalLiabilitiesGrp/EOYAmt0102853
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0157883
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0127626
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0647
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0647
IRS990/TotalProgramServiceExpensesAmt0249007
IRS990/TotalProgramServiceRevenueAmt0100823
IRS990/TotalReportableCompFromOrgAmt0130496
IRS990/TotalRevenueGrp/ExclusionAmt03
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0100823
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0303822
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt010186
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0272336
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0230479
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04100 BIRCH ST NO 300
IRS990/USAddress/CityNm0NEWPORT BEACH
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092663
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.AIAOC.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY GILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09492255900
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORANGE COUNTY CHAPTER THE AMERICAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INSTITUTE OF ARCHITECTS
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0952250295
ReturnHeader/Filer/PhoneNum09492255900
ReturnHeader/Filer/USAddress/AddressLine1Txt04100 BIRCH ST NO 300
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092663
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId084B5C4A3E6E8C5809265E5E91E52FC679A2C2B06
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05C952E5174AD536AECA4AE0C9AB9D6D4FAF21E6F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.75.61.102
ReturnHeader/FilingSecurityInformation/IPDt02017-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:29:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330495684
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BELDEN HIRAMOTO LIU & CO LLP CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03158 RED HILL AVE SUITE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COSTA MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092626
ReturnHeader/PreparerPersonGrp/PhoneNum07145568140
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSIAH G BELDEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-04T14:03:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.98$0.59$4.29$4.57$0.28
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.97$0.87$4.29$4.64$0.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$1.01$1.23$3.95$4.31$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$1.22$1.59$3.81$3.30$0.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$1.22$1.08$3.34$2.83$0.51
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$1.59$0.57$3.87$3.74$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$1.85$0.45$3.84$4.04$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$1.12$0.64$3.30$3.93$0.63
2016Detailed filing. Detailed filing data is available for this year.$2.30$1.03$1.28$3.04$3.34$0.30
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$1.14$1.58$3.01$2.95$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.33$0.82$1.52$2.88$2.58$0.30
2013Summary only. Only limited summary data is available for this year.$2.08$0.86$1.22$3.22$2.56$0.66
2012Summary only. Only limited summary data is available for this year.$1.30$0.74$0.55$2.72$2.68$0.04
2011Summary only. Only limited summary data is available for this year.$1.31$0.79$0.51$3.05$2.76$0.29
2010Summary only. Only limited summary data is available for this year.$1.03$0.81$0.22$2.78$2.69$0.09