Civic Intelligence

Orange County Aiki Kai Inc.

990 • Fiscal year 2016 • EIN 95-3477344

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 10, 2017

610 E Katella AveOrange, CA 92867

(714) 997-4861

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

31st percentile

-4.7%

Higher net margin than 31% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

13th percentile

-36%

Faster asset growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

87th percentile

56%

Faster revenue growth than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$7,997

Down $4,436 (-36%) from 2015

Net Assets

$7,997

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$94,456

Up $34,027 (+56%) from 2015

Expenses

Up

$98,892

Up $37,856 (+62%) from 2015

Net Income

Down

-$4,436

Down $3,829 (-631%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $19,903Liabilities 2012: $02012Assets 2013: $10,782Liabilities 2013: $02013Assets 2014: $6,800Liabilities 2014: $02014Assets 2015: $12,433Liabilities 2015: $02015Assets 2016: $7,997Liabilities 2016: $0Net Assets 2016: $7,9972016Assets 2017: $14,562Liabilities 2017: $0Net Assets 2017: $14,5622017Assets 2018: $10,280Liabilities 2018: $0Net Assets 2018: $10,2802018Assets 2019: $15,923Liabilities 2019: $0Net Assets 2019: $15,9232019Assets 2020: $18,151Liabilities 2020: $0Net Assets 2020: $18,1512020Assets 2021: $44,679Liabilities 2021: $0Net Assets 2021: $44,6792021Assets 2022: $47,089Liabilities 2022: $0Net Assets 2022: $47,0892022Assets 2023: $30,535Liabilities 2023: $0Net Assets 2023: $30,5352023Assets 2024: $6,176Liabilities 2024: $0Net Assets 2024: $6,1762024

Highlighted filing

2016

Assets$7,997
Liabilities$0
Net Assets$7,997

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $53,566Expenses 2012: $53,360Net Income 2012: $2062012Revenue 2013: $64,284Expenses 2013: $71,659Net Income 2013: -$7,3752013Revenue 2014: $67,883Expenses 2014: $69,675Net Income 2014: -$1,7922014Revenue 2015: $60,429Expenses 2015: $61,036Net Income 2015: -$6072015Revenue 2016: $94,456Expenses 2016: $98,892Net Income 2016: -$4,4362016Revenue 2017: $138,664Expenses 2017: $132,099Net Income 2017: $6,5652017Revenue 2018: $131,022Expenses 2018: $135,304Net Income 2018: -$4,2822018Revenue 2019: $139,004Expenses 2019: $133,361Net Income 2019: $5,6432019Revenue 2020: $129,355Expenses 2020: $127,127Net Income 2020: $2,2282020Revenue 2021: $149,516Expenses 2021: $122,988Net Income 2021: $26,5282021Revenue 2022: $134,652Expenses 2022: $132,242Net Income 2022: $2,4102022Revenue 2023: $125,515Expenses 2023: $142,069Net Income 2023: -$16,5542023Revenue 2024: $120,664Expenses 2024: $145,023Net Income 2024: -$24,3592024

Highlighted filing

2016

Revenue$94,456
Expenses$98,892
Net Income-$4,436
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 10, 2017
Return Version
2016v3.0
Gross Receipts
$94,456
Mission and Program Overview

Mission

Education Corporation

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$4,006-
Cash and Non-Interest-Bearing Accounts$12,433$3,991▼ $8,442
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$12,433$7,997▼ $4,436
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$12,433$7,997▼ $4,436
Total Net Assets Fund Balance$12,433$7,997▼ $4,436
Total Liabilities and Net Assets / Fund Balance$12,433$7,997▼ $4,436
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dale SandbergVice President
Brandon GuadunHead Instructor
Otra OlverSecretary
Michael PadillaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,939
Program Service Revenue
$82,517
Investment Income
$0
Other Revenue
$0
All Other Contributions
$11,939
Change in Net Assets
$-4,436
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$76,549
Salaries, Compensation, and Employee Benefits$22,343
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$54,388--$54,388
Current Officers, Directors, Trustees, and Key Employees$18,000--$18,000
Payroll Taxes$4,343--$4,343
Insurance$2,357--$2,357
Office Expenses$1,883--$1,883
Information Technology$1,862--$1,862
Advertising$1,750--$1,750
Travel$1,579--$1,579
All Other Expenses$982--$982
Other Expenses$930--$930
Interest$74--$74
Total Functional Expenses$98,892$0$0$98,892
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Orange County Aiki Kai Inc
EIN
95-3477344
Phone
7149974861
Address
610 E Katella Ave, Orange, CA 92867

Signing Officer

Name
Michael Padilla
Title
Treasurer
Signed
2017-04-10
Discuss with paid preparer
Yes

Organization Details

Formed
1978
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
Leslie A Bledy CPA A Prof Corp
Address
21241 Ventura Blvd Ste 149, Woodland Hills, CA 91364
Preparer
Leslie A Bledy
Phone
8188849550
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IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt01579
IRS990/TravelGrp/TotalAmt01579
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt012433
IRS990/UnrestrictedNetAssetsGrp/EOYAmt07997
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.ocaikido.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Padilla
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Orange County Aiki Kai Inc
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0953477344
ReturnHeader/Filer/PhoneNum07149974861
ReturnHeader/Filer/USAddress/AddressLine1Txt0610 E Katella Ave
ReturnHeader/Filer/USAddress/CityNm0Orange
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092867
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Leslie A Bledy CPA A Prof Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021241 Ventura Blvd Ste 149
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodland Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091364
ReturnHeader/PreparerPersonGrp/PhoneNum08188849550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leslie A Bledy
ReturnHeader/ReturnTs02017-04-10T08:34:26-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$1.21$1.45$0.24
2023Summary only. Only limited summary data is available for this year.$0.31$0.00$0.31$1.26$1.42$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$1.35$1.32$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.45$1.50$1.23$0.27
2020Summary only. Only limited summary data is available for this year.$0.18$0.00$0.18$1.29$1.27$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.00$0.16$1.39$1.33$0.06
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$1.31$1.35$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$1.39$1.32$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.94$0.99$0.04
2015Summary only. Only limited summary data is available for this year.$0.12$0.00$0.60$0.61$0.01
2014Summary only. Only limited summary data is available for this year.$0.07$0.00$0.68$0.70$0.02
2013Summary only. Only limited summary data is available for this year.$0.11$0.00$0.64$0.72$0.07
2012Summary only. Only limited summary data is available for this year.$0.20$0.00$0.54$0.53$0.00