Dana Point Harbor Association
Nonprofit profile at a glance
- EIN
- 330851002
- IRS 990-EZ coverage
- 2012–2017
- Forms available
- Form 990-EZ 2017
- Location
- Dana Point, CA, USA
- Phone
- 9492401416
- Rating
- 51
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $121,088
- Expenses
- $109,373
- Assets
- $11,788
Source: IRS Form 990-EZ. Selected filing: tax year 2017. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- JIM MILLER (President)
People named in this filing
- JIM MILLER (President)
- DIANA POULOS (Secretary)
- DONNA KALEZ (Treasurer)
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 2017. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Promote commercial welfare of businesses
What it reported doing in 2017
Marketing and direct advertising to promote commercial businesses located in the city of dana point
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Direct operator. The filing allocates 100% 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
MIXED - 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: 28
- Transparency & Controls: 82
- Sustainability: 40
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 27.4%; rating input score 27
- Program expense ratio: 30.3%; rating input score 30
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 9.7%; rating input score 61; 61st percentile among comparable filings
- Total-asset coverage ratio: 0.11; rating input score 11; 11th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 65; 65th percentile among comparable filings
Growth
- Program expense growth: -5.2% per year; rating input score 0; 20th percentile among comparable filings
- Revenue growth: 1.9% per year; rating input score 100; 36th percentile among comparable filings
- Asset growth: -2.4% per year; rating input score 0; 25th percentile among comparable filings
Details
- Where the money goes: 27.4% of revenue deployed · 30.3% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $33K in reported program spending
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 1 filed schedules
- Filing history: 6 filing years from 2012 to 2017
- Contacts: How to reach this organization
- 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.
- High — Financial Efficiency: Mission deployment rate scored 27/100.
- Moderate — Financial Efficiency: Program expense ratio scored 30/100.
- High — Growth: Program expense growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 11/100.
- High — Growth: Asset growth scored 0/100.