Civic Intelligence

San Joaquin Valley Chapter

990 • Fiscal year 2023 • EIN 20-0944871

Apr 01, 2022 to Mar 31, 2023 • Filed on Feb 15, 2024

Organization ProfileN/A
1201 24th Street B110 149Bakersfield, CA 93301

(661) 578-1052

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

53rd percentile

2.8%

Higher net margin than 53% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

67th percentile

9.6%

Faster asset growth than 67% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

56th percentile

9.8%

Faster revenue growth than 56% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$128,442

Up $11,277 (+9.6%) from 2022

Net Assets

Up

$128,442

Up $11,277 (+9.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin53rd percentile

Revenue

Up

$400,700

Up $35,764 (+9.8%) from 2022

Expenses

Down

$389,423

Down $5,143 (-1.3%) from 2022

Net Income

Up

$11,277

Up $40,907 (+138%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$600K$400K$200K$0Assets 2013: $116,749Liabilities 2013: $0Net Assets 2013: $116,7492013Assets 2014: $104,479Liabilities 2014: $0Net Assets 2014: $104,4792014Assets 2015: $36,187Liabilities 2015: $0Net Assets 2015: $36,1872015Assets 2016: $97,235Net Assets 2016: $97,2352016Assets 2017: $109,875Liabilities 2017: $0Net Assets 2017: $109,8752017Assets 2018: $70,139Liabilities 2018: $0Net Assets 2018: $70,1392018Assets 2019: $74,451Liabilities 2019: $02019Assets 2020: $108,199Liabilities 2020: $0Net Assets 2020: $108,1992020Assets 2021: $146,795Net Assets 2021: $146,7952021Assets 2022: $117,165Liabilities 2022: $0Net Assets 2022: $117,1652022Assets 2023: $128,442Liabilities 2023: $0Net Assets 2023: $128,4422023Assets 2024: $422,395Liabilities 2024: $0Net Assets 2024: $422,3952024Assets 2025: $488,263Liabilities 2025: $0Net Assets 2025: $488,2632025

Highlighted filing

2023

Assets$128,442
Liabilities$0
Net Assets$128,442
Open 2023 Filing

Operations Trend

Revenue Growth56th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $291,564Expenses 2013: $251,110Net Income 2013: $40,4542013Revenue 2014: $206,292Expenses 2014: $218,562Net Income 2014: -$12,2702014Revenue 2015: $212,539Expenses 2015: $280,831Net Income 2015: -$68,2922015Revenue 2016: $184,940Expenses 2016: $123,892Net Income 2016: $61,0482016Revenue 2017: $255,500Expenses 2017: $242,860Net Income 2017: $12,6402017Revenue 2018: $281,329Expenses 2018: $321,065Net Income 2018: -$39,7362018Revenue 2019: $199,655Expenses 2019: $195,343Net Income 2019: $4,3122019Revenue 2020: $228,336Expenses 2020: $194,588Net Income 2020: $33,7482020Revenue 2021: $113,618Expenses 2021: $75,022Net Income 2021: $38,5962021Revenue 2022: $364,936Expenses 2022: $394,566Net Income 2022: -$29,6302022Revenue 2023: $400,700Expenses 2023: $389,423Net Income 2023: $11,2772023Revenue 2024: $599,350Expenses 2024: $309,827Net Income 2024: $289,5232024Revenue 2025: $848,540Expenses 2025: $782,672Net Income 2025: $65,8682025

Highlighted filing

2023

Revenue$400,700
Expenses$389,423
Net Income$11,277
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Feb 15, 2024
Return Version
2022v5.0
Gross Receipts
$400,700
Mission and Program Overview

Mission

To promote business and informal contacts in the community. To educate and inform members about management and related issues of their organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$117,165$128,442▲ $11,277
Savings and Temporary Cash Investments-$0-
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$117,165$128,442▲ $11,277
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$117,165$128,442▲ $11,277
Total Net Assets Fund Balance$117,165$128,442▲ $11,277
Total Liabilities and Net Assets / Fund Balance$117,165$128,442▲ $11,277
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Rion MorgensternChair
Michael HansenPast Chair
Michael FreedmanVice Chair
David HarringtonAsst Learning
Kim KasulkeChapter Mgr
Tommy TarltonEngagemnt Offcr
AMY McMURRAYFamily Officer
John SloanFinancial Offcr
Ryan GeilForum Officer
Mark AstoneMember at Large
Ryan KalmbackOffingicecr
Kolleen AlexanderSpouse Forum
Daren AlexanderVice Learning
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$400,700
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$11,277
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$389,423
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$357,749
Fees for Services Management---$8,564
Advertising---$4,869
Travel---$2,395
Fees for Services Accounting---$1,945
Office Expenses---$357
Insurance---$151
Other Expenses---$58
Total Functional Expenses$0$0$0$389,423
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
In-house lobbying only
No
Subject to proxy tax
Yes
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
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Board members Daren Alexander and Kolleen Alexander have a Family Relationship.”

Form 990, Part VI, Section A, Line 6

“Members join the organization to enhance their decision making and leadership skills.”

Form 990, Part VI, Section B, Line 11B

“Form 990 will be reviewed and approved by the organization's Administrator and/or Chapter Finance Officer for filing. A copy of the final return will be presented to the Board.”

Form 990, Part VI, Section B, Line 15A

“Organization Administrator is the only compensated position. Board sets approved hourly rate for services.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies, and financial statements are provided to public upon request.”

Filing and Contact Details

Filer

Filer Name
San Joaquin Valley Chapter
EIN
20-0944871
Phone
6615781052
Address
1201 24th Street B110 149, Bakersfield, CA 93301

Signing Officer

Name
John Sloan
Title
Financial Offcr
Signed
2024-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rion Morgenstern
Formed
2005
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Moore Grider & Company Llp
Address
325 E SIERRA AVE, FRESNO, CA 93710
Preparer
Carrie M Wiebe CPA
Phone
5594400700
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IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc1USER PAY
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0305750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt194950
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IRS990/PYContributionsGrantsAmt07186
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IRS990/PYOtherExpensesAmt0394566
IRS990/PYProgramServiceRevenueAmt0357750
IRS990/PYRevenuesLessExpensesAmt0-29630
IRS990/PYTotalExpensesAmt0394566
IRS990/PYTotalRevenueAmt0364936
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt011277
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board members Daren Alexander and Kolleen Alexander have a Family Relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members join the organization to enhance their decision making and leadership skills.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990 will be reviewed and approved by the organization's Administrator and/or Chapter Finance Officer for filing. A copy of the final return will be presented to the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Organization Administrator is the only compensated position. Board sets approved hourly rate for services.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE PROVIDED TO PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Young Presidents Organization
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0131770417
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (c)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Develop better business leaders
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0600 E Las Colinas Blvd Ste 1000
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Irving
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd075039
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0128442
IRS990/TotalAssetsGrp/BOYAmt0117165
IRS990/TotalAssetsGrp/EOYAmt0128442
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0117165
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0128442
IRS990/TotalProgramServiceRevenueAmt0400700
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0400700
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0400700
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0117165
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0128442
IRS990/TravelGrp/TotalAmt02395
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01201 24th Street B110 149
IRS990/USAddress/CityNm0Bakersfield
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093301
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN SLOAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Financial Offcr
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0San Joaquin Valley Chapter
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Young Presidents Organization Inc
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0200944871
ReturnHeader/Filer/PhoneNum06615781052
ReturnHeader/Filer/USAddress/AddressLine1Txt01201 24th Street B110 149

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$128,442
Liabilities
$0
Net assets
$128,442
Revenue
$400,700
Expenses
$389,423
Net income
$11,277
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$8.49$7.83$0.66
2024Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$5.99$3.10$2.90
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$4.01$3.89$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$3.65$3.95$0.30
2021Detailed filing. Detailed filing data is available for this year.$1.47$1.47$1.14$0.75$0.39
2020Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$2.28$1.95$0.34
2019Summary only. Only limited summary data is available for this year.$0.74$0.00$2.00$1.95$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$2.81$3.21$0.40
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$2.56$2.43$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.97$1.85$1.24$0.61
2015Summary only. Only limited summary data is available for this year.$0.36$0.00$0.36$2.13$2.81$0.68
2014Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$2.06$2.19$0.12
2013Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$2.92$2.51$0.40