Civic Intelligence

Foundation for South Orange County

EIN 95-3273034 • 501(c)3 • Mission Viejo, CA

Profile

Providing financial assistance to the south orange county community college district.

28000 Marguerite ParkwayMission Viejo, CA 92692

n/A

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.21x

Higher debt load relative to assets than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$13,804

Up $4,191 (+44%) from 2012

Liabilities

Up

$2,967

Up $1,343 (+83%) from 2012

Net Assets

Up

$10,837

Up $2,848 (+36%) from 2012

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2012

Expenses

Up

$2,256

Up $1,360 (+152%) from 2012

Net Income

Down

-$2,256

Down $1,360 (-152%) from 2012

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0Assets 2011: $10,261Liabilities 2011: $1,3762011Assets 2012: $9,613Liabilities 2012: $1,624Net Assets 2012: $7,9892012Assets 2018: $13,804Liabilities 2018: $2,967Net Assets 2018: $10,8372018

Highlighted filing

2018

Assets$13,804
Liabilities$2,967
Net Assets$10,837
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2011: $0Expenses 2011: $549Net Income 2011: -$5492011Revenue 2012: $0Expenses 2012: $896Net Income 2012: -$8962012Revenue 2018: $0Expenses 2018: $2,256Net Income 2018: -$2,2562018

Highlighted filing

2018

Revenue$0
Expenses$2,256
Net Income-$2,256
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,804
Liabilities
$2,967
Net assets
$10,837
Revenue
$0
Expenses
$2,256
Net income
-$2,256
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$13.8$2.97$10.8$0.00$2.26$2.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.61$1.62$7.99$0.00$0.90$0.90
2011Summary only. Only limited summary data is available for this year.$10.3$1.38$0.00$0.55$0.55
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$0
Mission and Program Overview

Mission

Providing financial assistance to the south orange county community college district.

Program Services

DescriptionGrantsExpenses
RECEIVING CONTRIBUTIONS TO FURTHER THE EDUCATIONAL PURPOSES OF SOUTH ORANGE COUNTY COMMUNITY COLLEGE DISTRICT (THE DISTRICT). THE PRINCIPAL SOURCE OF REVENUE FOR THE FOUNDATION IS DONOR CONTRIBUTIONS.$0$2,256
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBRA FITZSIMONSChair-$0--
DAVID BUGAYVice President-$0--
YVONNE O'TOUSASecretary-$0--
KIM MCCORDTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Foundation for South Orange County
EIN
95-3273034
Phone
9495824500
Address
28000 MARGUERITE PARKWAY, MISSION VIEJO, CA 92692

Signing Officer

Name
Kim Mccord
Title
Executive Director
Phone
9495824500
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Tina Henton CPA
Phone
6268577300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: general operating expenses. Amount: 70. Description: program activities. Amount: 2,186. Total to form 990-ez, line 16: 2,256.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable. Beg. Of year amount: 754. End of year amount: 1,330. Description: due to trust account. Beg. Of year amount: 1,637. End of year amount: 1,637.”

Raw XML Appendix158 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02082
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02082
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: GENERAL OPERATING EXPENSES. AMOUNT: 70. DESCRIPTION: PROGRAM ACTIVITIES. AMOUNT: 2,186. TOTAL TO FORM 990-EZ, LINE 16: 2,256.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 754. END OF YEAR AMOUNT: 1,330. DESCRIPTION: DUE TO TRUST ACCOUNT. BEG. OF YEAR AMOUNT: 1,637. END OF YEAR AMOUNT: 1,637.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COMMUNITY COLLEGE DISTRICT
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ReturnHeader/Filer/EIN0953273034
ReturnHeader/Filer/PhoneNum09495824500
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ReturnHeader/PreparerPersonGrp/PhoneNum06268577300
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA HENTON CPA
ReturnHeader/ReturnTs02019-05-15T12:00:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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