Council of Philippine American Organizations of Sa

Nonprofit profile at a glance

EIN
952801795
IRS 990-EZ coverage
2011–2013
Forms available
Form 990-EZ 2013
Location
National City, CA, USA
Phone
6194774090
Rating
61
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Ethnic, Immigrant Centers

Official website

Reported finances

Revenue
$55,020
Expenses
$67,124
Assets
$239,059
Liabilities
$10,818

Source: IRS Form 990-EZ. Selected filing: tax year 2013. Amounts in USD.

Leadership & pay

18 people listed

Executive titles in this filing

  • REYNALDO MONZON (PRESIDENT)
  • ERWIN SANVICTORES (EXECUTIVE VICE PRESIDENT)
  • LUISITO MELCHOR JR (VICE PRESIDENT FOR FINANCE)
  • ALICIA DELEON TORRES (VICE PRESIDENT FOR OPERATIONS)

People named in this filing

  • REYNALDO MONZON (PRESIDENT)
  • ERWIN SANVICTORES (EXECUTIVE VICE PRESIDENT)
  • LUISITO MELCHOR JR (VICE PRESIDENT FOR FINANCE)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2013. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To empower the community through civic engagement, cultural awareness, organizational support and financial education.

What it reported doing in 2013

Volunteer income tax assistance program. Assist low to moderate income individuals and families prepare their federal and state income tax return. Educate taxpayers on tax planning.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 86% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 53
  • Transparency & Controls: 82
  • Sustainability: 38
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 54.6%; rating input score 55
  • Program expense ratio: 48.6%; rating input score 49

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -22%; rating input score 20; 20th percentile among comparable filings
  • Total-asset coverage ratio: 3.56; rating input score 79; 79th percentile among comparable filings
  • Liabilities to assets ratio: 0.05; rating input score 32; 32nd percentile among comparable filings
  • Officer compensation ratio: 10.2%; rating input score 11; 11th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -15% per year; rating input score 0; 26th percentile among comparable filings
  • Asset growth: -1.8% per year; rating input score 0; 40th percentile among comparable filings

Details

  • Where the money goes: 54.6% of revenue deployed · 48.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $33K in reported program spending
  • Leadership: top reported pay $0 · 18 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 2 filing years from 2011 to 2013
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • Review — Financial Efficiency: Mission deployment rate scored 55/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 49/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 20/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 11/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 32/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.
  • High — Grant Readiness: California registration: this organization is not authorized to operate as a charity in California.