Civic Intelligence

Orange County Chapter the Institute of Internal

EIN 95-3030657 • 501(c)6 • Irvine, CA

Profile

Promote Internal Auditing

14252 Culver Drive STE A581Irvine, CA 92604

www.theiia.org/orangecounty

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

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

Liabilities / Revenue

51st percentile

0.00x

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

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

Net Margin

10th percentile

-56%

Higher net margin than 10% 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

37th percentile

-9.7%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

10th percentile

-55%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$110,972

Down $11,892 (-9.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$110,972

Down $11,892 (-9.7%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin10th percentile

Revenue

Down

$21,140

Down $26,010 (-55%) from 2024

Expenses

Down

$33,032

Down $23,408 (-41%) from 2024

Net Income

Down

-$11,892

Down $2,602 (-28%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$150K$100K$50K$0Assets 2012: $31,496Liabilities 2012: $02012Assets 2013: $26,731Liabilities 2013: $02013Assets 2014: $28,229Liabilities 2014: $02014Assets 2015: $38,359Liabilities 2015: $02015Assets 2019: $45,440Liabilities 2019: $0Net Assets 2019: $45,4402019Assets 2020: $107,243Liabilities 2020: $0Net Assets 2020: $107,2432020Assets 2021: $108,294Liabilities 2021: $0Net Assets 2021: $108,2942021Assets 2022: $125,738Liabilities 2022: $0Net Assets 2022: $125,7382022Assets 2023: $132,154Liabilities 2023: $0Net Assets 2023: $132,1542023Assets 2024: $122,864Liabilities 2024: $0Net Assets 2024: $122,8642024Assets 2025: $110,972Liabilities 2025: $0Net Assets 2025: $110,9722025

Highlighted filing

2025

Assets$110,972
Liabilities$0
Net Assets$110,972
Open 2025 Filing

Operations Trend

Revenue Growth10th percentile

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

$100K$50K$0-$50KRevenue 2012: $33,143Expenses 2012: $58,477Net Income 2012: -$25,3342012Revenue 2013: $1,918Expenses 2013: $6,024Net Income 2013: -$4,1062013Revenue 2014: $8,984Expenses 2014: $8,821Net Income 2014: $1632014Revenue 2015: $22,417Expenses 2015: $6,524Net Income 2015: $15,8932015Revenue 2019: $13,916Expenses 2019: $21,537Net Income 2019: -$7,6212019Revenue 2020: $87,601Expenses 2020: $26,433Net Income 2020: $61,1682020Revenue 2021: $7,057Expenses 2021: $6,007Net Income 2021: $1,0502021Revenue 2022: $29,606Expenses 2022: $12,162Net Income 2022: $17,4442022Revenue 2023: $47,193Expenses 2023: $40,777Net Income 2023: $6,4162023Revenue 2024: $47,150Expenses 2024: $56,440Net Income 2024: -$9,2902024Revenue 2025: $21,140Expenses 2025: $33,032Net Income 2025: -$11,8922025

Highlighted filing

2025

Revenue$21,140
Expenses$33,032
Net Income-$11,892
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$110,972
Liabilities
$0
Net assets
$110,972
Revenue
$21,140
Expenses
$33,032
Net income
-$11,892
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.21$0.33$0.12
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.47$0.56$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.47$0.41$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.30$0.12$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.07$0.06$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.88$0.26$0.61
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.45$0.14$0.22$0.08
2015Summary only. Only limited summary data is available for this year.$0.38$0.00$0.22$0.07$0.16
2014Summary only. Only limited summary data is available for this year.$0.28$0.00$0.09$0.09$0.00
2013Summary only. Only limited summary data is available for this year.$0.27$0.00$0.02$0.06$0.04
2012Summary only. Only limited summary data is available for this year.$0.31$0.00$0.33$0.58$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Aug 30, 2025
Return Version
2024v5.2
Gross Receipts
$21,140
Mission and Program Overview

Mission

Promote Internal Auditing

Program Services

DescriptionGrantsExpenses
To cultivate, promote, and disseminate knowledge and information concerning internal auditing and to furnish information regarding internal auditing to its members.-$33,032
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bob PhillipsPresident-$0--
Jeffrey WeissTreasurer-$0--
Mercedes HowardSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Orange County Chapter The Institute of Internal
EIN
95-3030657
In Care Of
% Jeffrey Weiss
Address
14252 Culver Drive STE A581, Irvine, CA 92604

Signing Officer

Name
Jeffrey Weiss
Title
Treasurer
Phone
7144384602
Signed
2025-08-30
Discuss with paid preparer
Yes

Preparer

Firm
Concialdi & Company
Address
521 1/2 S Myrtle Ave Ste 2, Monrovia, CA 91016
Preparer
Mark J Concialdi CPA
Phone
6265780203
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountLeadership Academy 4,720District Advisory Support 1,479Chapter Admin Expenses 1,862District Workshop 62Bank Charges 165Software 1,219Postage, Stationery, Advertising 396Event Meals & Reception 21,456Social Committee 1,672Rounding 1”

Raw XML Appendix152 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/PersonNm0Jeffrey Weiss
IRS990EZ/BooksInCareOfDetail/PhoneNum04157059106
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014252 Culver Drive Ste A581
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Irvine
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092604
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0122864
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0110972
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04337
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11892
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0122864
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0110972
IRS990EZ/GrossReceiptsAmt021140
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02812
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0122864
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0110972
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0122864
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0110972
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Bob Phillips
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jeffrey Weiss
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mercedes Howard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt033032
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote Internal Auditing
IRS990EZ/ProgramServiceRevenueAmt013991
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To cultivate, promote, and disseminate knowledge and information concerning internal auditing and to furnish information regarding internal auditing to its members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033032
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033032
IRS990EZ/TotalProgramServiceExpensesAmt033032
IRS990EZ/TotalRevenueAmt021140
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.THEIIA.org/orangecounty
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03491
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04526
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04832
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017186
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02812
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02208
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05042
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt013991
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt041451
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt047179
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt014657
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt02220
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0119498
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02812
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02208
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05042
IRS990ScheduleA/InvestmentIncomeCYPct00.04000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96440
IRS990ScheduleA/PublicSupportPY509Pct00.98920
IRS990ScheduleA/PublicSupportTotal509Amt0136684
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt018328
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt044942
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047179
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt019183
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07052
IRS990ScheduleA/Total509Grp/TotalAmt0136684
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt021140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt047150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt047193
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt019186
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07057
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0141726
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountLeadership Academy 4,720District Advisory Support 1,479Chapter Admin Expenses 1,862District Workshop 62Bank Charges 165Software 1,219Postage, Stationery, Advertising 396Event Meals & Reception 21,456Social Committee 1,672Rounding 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY WEISS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07144384602
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Orange County Chapter The Institute of Internal
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0953030657
ReturnHeader/Filer/InCareOfNm0% Jeffrey Weiss
ReturnHeader/Filer/USAddress/AddressLine1Txt014252 Culver Drive STE A581
ReturnHeader/Filer/USAddress/CityNm0Irvine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092604
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833203902
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Concialdi & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0521 1/2 S Myrtle Ave Ste 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monrovia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091016
ReturnHeader/PreparerPersonGrp/PhoneNum06265780203
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK J CONCIALDI CPA
ReturnHeader/ReturnTs02025-09-19T00:15:55-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.