Civic Intelligence

Federal Bar Association San Diego Chapter

990EZ • Fiscal year 2018 • EIN 20-0098421

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 12, 2019

PO Box 124825San Diego, CA 92112

(619) 699-2965

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

80th percentile

17%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

76th percentile

15%

Faster revenue growth than 76% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$111,646

Up $13,564 (+14%) from 2017

Net Assets

Up

$111,646

Up $13,564 (+14%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$78,056

Up $10,280 (+15%) from 2017

Expenses

Up

$64,492

Up $14,985 (+30%) from 2017

Net Income

Down

$13,564

Down $4,705 (-26%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2015: $81,465Net Assets 2015: $81,4652015Assets 2016: $79,813Net Assets 2016: $79,8132016Assets 2017: $98,082Net Assets 2017: $98,0822017Assets 2018: $111,646Net Assets 2018: $111,6462018Assets 2019: $86,227Net Assets 2019: $86,2272019Assets 2020: $97,157Net Assets 2020: $97,1572020Assets 2021: $108,597Net Assets 2021: $108,5972021Assets 2022: $96,341Net Assets 2022: $96,3412022Assets 2023: $98,942Net Assets 2023: $98,9422023Assets 2024: $94,977Net Assets 2024: $94,9772024

Highlighted filing

2018

Assets$111,646
Liabilities-
Net Assets$111,646

Operations Trend

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

$100K$50K$0-$50KRevenue 2015: $65,103Expenses 2015: $41,992Net Income 2015: $23,1112015Revenue 2016: $33,815Expenses 2016: $35,467Net Income 2016: -$1,6522016Revenue 2017: $67,776Expenses 2017: $49,507Net Income 2017: $18,2692017Revenue 2018: $78,056Expenses 2018: $64,492Net Income 2018: $13,5642018Revenue 2019: $54,270Expenses 2019: $69,566Net Income 2019: -$15,2962019Revenue 2020: $19,218Expenses 2020: $8,288Net Income 2020: $10,9302020Revenue 2021: $56,597Expenses 2021: $45,157Net Income 2021: $11,4402021Revenue 2022: $72,631Expenses 2022: $84,887Net Income 2022: -$12,2562022Revenue 2023: $59,352Expenses 2023: $56,751Net Income 2023: $2,6012023Revenue 2024: $61,385Expenses 2024: $65,350Net Income 2024: -$3,9652024

Highlighted filing

2018

Revenue$78,056
Expenses$64,492
Net Income$13,564
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 12, 2019
Return Version
2018v3.1
Gross Receipts
$78,056
Mission and Program Overview

Mission

The specific purpose of this corporation is to operate the San Diego Chapter of the Federal Bar Association and, as such, to advance jurisprudence and to promote the welfare, interests, education, and the professional growth and development of the Federal legal profession.

Program Services

DescriptionGrantsExpenses
The Organization provided continuing legal education for members of the federal legal profession and facilitated the interaction of members of the federal legal profession with members of the local federal judiciary through numerous events.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer McColloughVPPT$0--
Carolina Bravo-KarimiPast PresidentPT$0--
Michelle PettitPresidentPT$0--
David FinnPresident ElectPT$0--
Linda LopezVPPT$0--
Alessandra SerranoVP/TreasurerPT$0--
Ting LiuSecretaryPT$0--
Debashish BakshiVPPT$0--
Rebecca ChurchVPPT$0--
Steve LobbinVPPT$0--
Filing and Contact Details

Filer

Filer Name
Federal Bar Association -
EIN
20-0098421
Phone
6196992965
Address
PO Box 124825, San Diego, CA 92112

Signing Officer

Name
Alessandra Serrano
Title
Treasurer
Signed
2019-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Blitz Lee & Company
Address
3838 Camino Del Rio N Ste 360, San Diego, CA 92108
Preparer
Alan M Blitz
Phone
6192835534
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $3311

Other Expenses.1002

Office Expenses $657

Other Expenses.1005

Travel $3888

Other Expenses.1

Keep Seminar $13416

Other Expenses.2

Continuing Education $8659

Other Expenses.3

Women in the Law Conference $8513

Other Expenses.4

State of the District $8369

Other Expenses.5

Events and Food $6326

Other Expenses.6

Equality in the Law $4410

Other Expenses.7

Holiday Party $2928

Other Expenses.8

FBA Happy Hour $1747

Other Expenses.9

Website $750

Other Expenses.10

Speakers $500

Other Expenses.11

Taxes $35

Raw XML Appendix150 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092112
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3David Finn
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Steve Lobbin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt063509
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The specific purpose of this corporation is to operate the San Diego Chapter of the Federal Bar Association and, as such, to advance jurisprudence and to promote the welfare, interests, education, and the professional growth and development of the Federal legal profession.
IRS990EZ/ProgramServiceRevenueAmt078056
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt078056
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $3311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $657
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $3888
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Keep Seminar $13416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Continuing Education $8659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Women in the Law Conference $8513
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6State of the District $8369
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Events and Food $6326
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Equality in the Law $4410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Holiday Party $2928
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10FBA Happy Hour $1747
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Website $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Speakers $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Taxes $35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Alessandra Serrano
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Federal Bar Association -
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0San Diego Chapter
ReturnHeader/Filer/BusinessNameControlTxt0FEDE
ReturnHeader/Filer/EIN0200098421
ReturnHeader/Filer/PhoneNum06196992965
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 124825
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092112
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330076174
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blitz Lee & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03838 Camino Del Rio N Ste 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06192835534
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alan M Blitz
ReturnHeader/ReturnTs02019-08-12T10:14:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings