Civic Intelligence

Orange County Chapter American Society for Training and Development

EIN 95-3722294 • 501(c)3 • Anaheim, CA

Profile

Education of training professionals

9852 W Katella Ave 187Anaheim, CA 92804

astdoc.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

16th percentile

-41%

Higher net margin than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

25th percentile

-29%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

39th percentile

-11%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$18,961

Down $4,493 (-19%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$18,961

Down $4,493 (-19%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin16th percentile

Revenue

Up

$24,234

Up $935 (+4.0%) from 2023

Expenses

Down

$28,727

Down $4,147 (-13%) from 2023

Net Income

Up

-$4,493

Up $5,082 (+53%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

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

$150K$100K$50K$0Assets 2010: $53,939Net Assets 2010: $53,9392010Assets 2011: $49,145Net Assets 2011: $49,1452011Assets 2012: $78,032Liabilities 2012: $463Net Assets 2012: $77,5692012Assets 2013: $85,646Net Assets 2013: $85,6462013Assets 2014: $90,044Net Assets 2014: $90,0442014Assets 2015: $102,615Net Assets 2015: $102,6152015Assets 2016: $93,753Net Assets 2016: $93,7532016Assets 2017: $83,824Net Assets 2017: $83,8242017Assets 2018: $73,522Net Assets 2018: $73,5222018Assets 2019: $68,693Net Assets 2019: $68,6932019Assets 2020: $51,956Net Assets 2020: $51,9562020Assets 2021: $40,988Net Assets 2021: $40,9882021Assets 2022: $33,029Net Assets 2022: $33,0292022Assets 2023: $23,454Net Assets 2023: $23,4542023Assets 2024: $18,961Net Assets 2024: $18,9612024

Highlighted filing

2024

Assets$18,961
Liabilities-
Net Assets$18,961
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

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

$100K$50K$0-$50KRevenue 2010: $39,400Expenses 2010: $68,341Net Income 2010: -$28,9412010Revenue 2011: $42,264Expenses 2011: $47,058Net Income 2011: -$4,7942011Revenue 2012: $86,600Expenses 2012: $58,176Net Income 2012: $28,4242012Revenue 2013: $56,499Expenses 2013: $48,422Net Income 2013: $8,0772013Revenue 2014: $45,635Expenses 2014: $41,237Net Income 2014: $4,3982014Revenue 2015: $70,575Expenses 2015: $58,004Net Income 2015: $12,5712015Revenue 2016: $72,655Expenses 2016: $81,517Net Income 2016: -$8,8622016Revenue 2017: $48,291Expenses 2017: $58,220Net Income 2017: -$9,9292017Revenue 2018: $42,457Expenses 2018: $52,759Net Income 2018: -$10,3022018Revenue 2019: $51,883Expenses 2019: $56,712Net Income 2019: -$4,8292019Revenue 2020: $19,865Expenses 2020: $36,602Net Income 2020: -$16,7372020Revenue 2021: $24,784Expenses 2021: $35,752Net Income 2021: -$10,9682021Revenue 2022: $26,267Expenses 2022: $34,226Net Income 2022: -$7,9592022Revenue 2023: $23,299Expenses 2023: $32,874Net Income 2023: -$9,5752023Revenue 2024: $24,234Expenses 2024: $28,727Net Income 2024: -$4,4932024

Highlighted filing

2024

Revenue$24,234
Expenses$28,727
Net Income-$4,493
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,961
Liabilities
-
Net assets
$18,961
Revenue
$24,234
Expenses
$28,727
Net income
-$4,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.19$0.19$0.24$0.29$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.23$0.33$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.26$0.34$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.25$0.36$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.20$0.37$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.52$0.57$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.42$0.53$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.84$0.48$0.58$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.73$0.82$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.03$1.03$0.71$0.58$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.90$0.90$0.46$0.41$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.56$0.48$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$0.87$0.58$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.49$0.42$0.47$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.54$0.39$0.68$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$24,234
Mission and Program Overview

Mission

Education of training professionals

Program Services

DescriptionGrantsExpenses
SERVED APPROXIMATELY 154 MEMBERS. HELD MONTHLY MEETINGS, WITH AVERAGE ATTENDANCE OF 20 PEOPLE, FEATURING SPEAKERS ON TRAINING RELATED SUBJECTS. SPECIAL PROGRAMS INCLUDED:TOTAL TRAINER-CREATING TRAINING-7 ATTENDEES-$14,067
WEB SITE, WITH WORLD WIDE EXPOSURE, PROVIDES INFORMATION REGARDING TRAINING AND SCHEDULES OF UP-COMING EVENTS.-$1,344
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK DEL ROSARIOSecretary-$0--
JODIANNE ELLISVice President-$0--
CYNDI NAGELVice President-$0--
DOAA SALEHVice President-$0--
KIM-KHUE CHIEFFOPresident-$0--
JAMES SKEECFO-$0--
LYNN NISSENPast President-$0--
PAUL VENDERLEYVice President-$0--
Filing and Contact Details

Filer

Filer Name
Orange County Chapter American Society
EIN
95-3722294
Phone
7145274785
Address
9852 W KATELLA AVE 187, ANAHEIM, CA 92804

Signing Officer

Name
James Skee
Title
CFO
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Diana Mailly Certified Public Accountant
Address
16787 Beach Boulevard 237, Huntington Beach, CA 92647
Preparer
Diana Mailly
Phone
9497520410
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $880”

Other Expenses.1002

“Office Expenses $127”

Other Expenses.1003

“Information Technology $1414”

Other Expenses.1007

“Conferences, Conventions, and Meetings $225”

Other Expenses.1012

“Insurance $1143”

Other Expenses.1

“Facilities & meeting expenses $4062”

Other Expenses.2

“BANK CHARGES $668”

Other Expenses.3

“TELEPHONE $292”

Other Expenses.4

“ONLINE MEETINGS $160”

Other Expenses.5

“BOARD MEETINGS $100”

Other Expenses.6

“FILING FEES $69”

Other Expenses.7

“AWARDS $13”

Other Expenses.8

“SUPPLIES $13”

Raw XML Appendix209 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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