Civic Intelligence

South Orange County Regional Chambers Of

EIN 95-2668003 • 501(c)6 • Mission Viejo, CA

Profile

To promote business, civic, and economic growth in the Saddleback Valley area; supporting necessary public improvements, education, libraries, together with the locating, developing, and expanding of businesses, services, professions, commerce and related industries.

27758 Santa Margarita Parkway 378Mission Viejo, CA 92691

www.economiccoalition.com

Siviq Scores

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

Liabilities / Assets

55th percentile

0.01x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

56th percentile

0.01x

Higher debt load relative to revenue than 56% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

57th percentile

4.0%

Higher net margin than 57% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

44th percentile

-5.1%

Faster asset growth than 44% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

-0.8%

Faster revenue growth than 49% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$138,250

Down $7,393 (-5.1%) from 2024

Liabilities

Up

$808

Up $503 (+165%) from 2024

Net Assets

Down

$137,442

Down $7,896 (-5.4%) from 2024

Operations
Liabilities / Revenue56th percentileNet Margin57th percentile

Revenue

Down

$151,068

Down $1,164 (-0.8%) from 2024

Expenses

Up

$144,964

Up $7,956 (+5.8%) from 2024

Net Income

Down

$6,104

Down $9,120 (-60%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$200K$100K$0-$100KAssets 2011: $19,404Liabilities 2011: $20,395Net Assets 2011: -$9912011Assets 2012: $4,805Liabilities 2012: $36,828Net Assets 2012: -$32,0232012Assets 2013: $18,417Liabilities 2013: $18,263Net Assets 2013: $1542013Assets 2014: $51,689Liabilities 2014: $390Net Assets 2014: $51,2992014Assets 2015: $31,572Liabilities 2015: $105Net Assets 2015: $31,4672015Assets 2016: $105,933Liabilities 2016: $1,086Net Assets 2016: $104,8472016Assets 2017: $62,469Liabilities 2017: $23,971Net Assets 2017: $38,4982017Assets 2018: $46,812Liabilities 2018: $1,315Net Assets 2018: $45,4972018Assets 2019: $87,938Liabilities 2019: $20Net Assets 2019: $87,9182019Assets 2020: $138,784Liabilities 2020: $4,289Net Assets 2020: $134,4952020Assets 2021: $187,822Liabilities 2021: $1,223Net Assets 2021: $186,5992021Assets 2022: $166,328Liabilities 2022: $3,381Net Assets 2022: $162,9472022Assets 2023: $131,759Liabilities 2023: $1,645Net Assets 2023: $130,1142023Assets 2024: $145,643Liabilities 2024: $305Net Assets 2024: $145,3382024Assets 2025: $138,250Liabilities 2025: $808Net Assets 2025: $137,4422025

Highlighted filing

2025

Assets$138,250
Liabilities$808
Net Assets$137,442
Open 2025 Filing

Operations Trend

Revenue Growth49th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $383,508Expenses 2011: $412,082Net Income 2011: -$28,5742011Revenue 2012: $264,994Expenses 2012: $296,026Net Income 2012: -$31,0322012Revenue 2013: $264,797Expenses 2013: $232,620Net Income 2013: $32,1772013Revenue 2014: $253,237Expenses 2014: $202,092Net Income 2014: $51,1452014Revenue 2015: $432,340Expenses 2015: $452,172Net Income 2015: -$19,8322015Revenue 2016: $1,225,981Expenses 2016: $1,152,601Net Income 2016: $73,3802016Revenue 2017: $161,770Expenses 2017: $228,119Net Income 2017: -$66,3492017Revenue 2018: $152,484Expenses 2018: $145,485Net Income 2018: $6,9992018Revenue 2019: $139,439Expenses 2019: $97,018Net Income 2019: $42,4212019Revenue 2020: $126,950Expenses 2020: $80,373Net Income 2020: $46,5772020Revenue 2021: $184,640Expenses 2021: $132,536Net Income 2021: $52,1042021Revenue 2022: $154,714Expenses 2022: $152,566Net Income 2022: $2,1482022Revenue 2023: $125,877Expenses 2023: $150,710Net Income 2023: -$24,8332023Revenue 2024: $152,232Expenses 2024: $137,008Net Income 2024: $15,2242024Revenue 2025: $151,068Expenses 2025: $144,964Net Income 2025: $6,1042025

Highlighted filing

2025

Revenue$151,068
Expenses$144,964
Net Income$6,104
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$138,250
Liabilities
$808
Net assets
$137,442
Revenue
$151,068
Expenses
$144,964
Net income
$6,104
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.15$0.14$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$0.15$0.14$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$0.13$0.15$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.16$0.15$0.15$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.18$0.13$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.00$0.13$0.13$0.08$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.14$0.10$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.00$0.05$0.15$0.15$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.02$0.04$0.16$0.23$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.00$0.10$1.23$1.15$0.07
2015Summary only. Only limited summary data is available for this year.$0.03$0.00$0.03$0.43$0.45$0.02
2014Summary only. Only limited summary data is available for this year.$0.05$0.00$0.05$0.25$0.20$0.05
2013Summary only. Only limited summary data is available for this year.$0.02$0.02$0.00$0.26$0.23$0.03
2012Summary only. Only limited summary data is available for this year.$0.00$0.04$0.03$0.26$0.30$0.03
2011Summary only. Only limited summary data is available for this year.$0.02$0.02$0.00$0.38$0.41$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 24, 2025
Return Version
2024v5.2
Gross Receipts
$151,068
Mission and Program Overview

Mission

To promote business, civic, and economic growth in the Saddleback Valley area; supporting necessary public improvements, education, libraries, together with the locating, developing, and expanding of businesses, services, professions, commerce and related industries.

Program Services

DescriptionGrantsExpenses
Program services and events contribute for networking to build and support a strong local economy, promote job creation, education and retention.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mike BalsamoChair Designee-$0--
Adriana GaldamezChair-$0--
Victor CaoTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
South Orange County Regional Chambers of
EIN
95-2668003
Phone
9496005470
Address
27758 Santa Margarita Parkway 378, Mission Viejo, CA 92691

Signing Officer

Name
Adriana Galdamez
Title
Chair
Signed
2025-11-24
Discuss with paid preparer
Yes

Preparer

Firm
Covert & Company
Address
25201 Paseo de Alicia Ste 230, Laguna Hills, CA 92653
Preparer
Susan M Lokietz CPA
Phone
9496958575
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $4061”

Other Expenses.1

“Events Expense $16701”

Other Expenses.2

“Prior year expenses $16006”

Other Expenses.3

“Miscellaneous $1506”

Other Expenses.4

“Website $1458”

Other Expenses.5

“Membership Expenses $732”

Other Expenses.6

“Board of Directors Expense $486”

Other Assets.1005

“Accounts Receivable - Beginning $26000 Accounts Receivable - Ending $44300”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $305 Accounts Payable and Accrued Expenses - Ending $365”

Total Liabilities.1

“Credit Card Payable - Beginning $0 Credit Card Payable - Ending $443”

Raw XML Appendix124 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/PersonNm0Victoria Hernandez
IRS990EZ/BooksInCareOfDetail/PhoneNum09496005470
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt027758 Santa Margarita Pkwy 378
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Mission Viejo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092691
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0119643
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt093950
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06104
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0104014
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0145643
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0138250
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0151068
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0125100
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0145338
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0137442
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0145338
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0137442
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mike Balsamo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Adriana Galdamez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Victor Cao
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chair Designee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt026000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt044300
IRS990EZ/OtherChangesInNetAssetsAmt0-14000
IRS990EZ/OtherExpensesTotalAmt040950
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote business, civic, and economic growth in the Saddleback Valley area; supporting necessary public improvements, education, libraries, together with the locating, developing, and expanding of businesses, services, professions, commerce and related industries.
IRS990EZ/ProgramServiceRevenueAmt025968
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Program services and events contribute for networking to build and support a strong local economy, promote job creation, education and retention.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0305
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0808
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0144964
IRS990EZ/TotalRevenueAmt0151068
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.economiccoalition.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $4061
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Events Expense $16701
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Prior year expenses $16006
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Miscellaneous $1506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Website $1458
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Membership Expenses $732
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Board of Directors Expense $486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Receivable - Beginning $26000 Accounts Receivable - Ending $44300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable and Accrued Expenses - Beginning $305 Accounts Payable and Accrued Expenses - Ending $365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Credit Card Payable - Beginning $0 Credit Card Payable - Ending $443
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Adriana Galdamez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0South Orange County Regional Chambers of
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Commerce IncSo OC Economic Coalition
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0952668003
ReturnHeader/Filer/PhoneNum09496005470
ReturnHeader/Filer/USAddress/AddressLine1Txt027758 Santa Margarita Parkway 378
ReturnHeader/Filer/USAddress/CityNm0Mission Viejo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092691
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0933214696
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Covert & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025201 Paseo de Alicia Ste 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Laguna Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092653
ReturnHeader/PreparerPersonGrp/PhoneNum09496958575
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan M Lokietz CPA
ReturnHeader/ReturnTs02025-11-24T10:34:09-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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