Civic Intelligence

Southeast District Bar Association

990EZ • Fiscal year 2015 • EIN 23-7060681

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 13, 2016

12749 Norwalk Blvd 107Norwalk, CA 90650

(562) 864-4714

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

19th percentile

-12%

Higher net margin than 19% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

20th percentile

-14%

Faster asset growth than 20% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

25th percentile

-12%

Faster revenue growth than 25% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$38,192

Down $6,463 (-14%) from 2014

Net Assets

Down

$38,192

Down $6,034 (-14%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$51,280

Down $6,883 (-12%) from 2014

Expenses

Down

$57,314

Down $9,246 (-14%) from 2014

Net Income

Up

-$6,034

Up $2,363 (+28%) from 2014

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2013: $52,625Net Assets 2013: $52,6252013Assets 2014: $44,655Liabilities 2014: $429Net Assets 2014: $44,2262014Assets 2015: $38,192Net Assets 2015: $38,1922015Assets 2017: $65,779Liabilities 2017: $0Net Assets 2017: $65,7792017Assets 2018: $72,618Liabilities 2018: $0Net Assets 2018: $72,6182018Assets 2019: $93,940Liabilities 2019: $0Net Assets 2019: $93,9402019Assets 2020: $80,378Liabilities 2020: $0Net Assets 2020: $80,3782020Assets 2021: $85,174Liabilities 2021: $1,840Net Assets 2021: $83,3342021Assets 2022: $77,000Liabilities 2022: $4,467Net Assets 2022: $72,5332022Assets 2023: $73,854Liabilities 2023: $2,386Net Assets 2023: $71,4682023Assets 2024: $76,648Liabilities 2024: $1,745Net Assets 2024: $74,9032024

Highlighted filing

2015

Assets$38,192
Liabilities-
Net Assets$38,192

Operations Trend

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

$100K$50K$0-$50KRevenue 2013: $52,250Expenses 2013: $77,146Net Income 2013: -$24,8962013Revenue 2014: $58,163Expenses 2014: $66,560Net Income 2014: -$8,3972014Revenue 2015: $51,280Expenses 2015: $57,314Net Income 2015: -$6,0342015Revenue 2017: $27,690Expenses 2017: $11,724Net Income 2017: $15,9662017Revenue 2018: $36,548Expenses 2018: $29,709Net Income 2018: $6,8392018Revenue 2019: $49,467Expenses 2019: $28,575Net Income 2019: $20,8922019Revenue 2020: $12,759Expenses 2020: $26,321Net Income 2020: -$13,5622020Revenue 2021: $24,332Expenses 2021: $21,365Net Income 2021: $2,9672021Revenue 2022: $15,299Expenses 2022: $24,834Net Income 2022: -$9,5352022Revenue 2023: $22,981Expenses 2023: $23,735Net Income 2023: -$7542023Revenue 2024: $27,681Expenses 2024: $25,022Net Income 2024: $2,6592024

Highlighted filing

2015

Revenue$51,280
Expenses$57,314
Net Income-$6,034
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 13, 2016
Return Version
2015v2.0
Gross Receipts
$60,897
Mission and Program Overview

Mission

Promotion of higher ethical and legal standards

The promotion of higher ethical and legal standards within the legal community

Program Services

DescriptionGrantsExpenses
Lawyers Legal Services - Referring persons to competent legal professionals in the community who can help them with their legal problems while making sure attorneys are in good standings.$23,312-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer CarterPresident-$0--
Trevor MichelsPast President-$0--
Jay ChungVice President-$0--
Maria Puente-PorasSecretary-$0--
Diana FukushimaTrustee-$0--
Thomas BarclayTrustee-$0--
Monica PeralesTrustee-$0--
Charles FriscoTrustee-$0--
Paul FukushimaTrustee-$0--
Jennifer LumsdaineTrustee-$0--
Dennis SaabTrustee-$0--
Tim NilanTrustee-$0--
John BunnettTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$15,576$15,576$9,617$5,959
Total Events$15,576$15,576$9,617$5,959
Filing and Contact Details

Filer

Filer Name
Southeast District Bar Association
EIN
23-7060681
Phone
5628644714
Address
12749 Norwalk Blvd 107, Norwalk, CA 90650

Signing Officer

Name
Jennifer Carter
Title
President
Signed
2016-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Miller Woodard & Associates Inc
Address
901 E Imperial Hwy Ste C, La Habra, CA 90631-3104
Preparer
Elizabeth Woodard Ea
Phone
7144490387
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $1933

Other Expenses.1009

Depreciation $908

Other Expenses.1012

Insurance $677

Other Expenses.1

Meeting Expenses $7848

Other Expenses.2

Telephone Expense $4481

Other Expenses.3

Condo Assoc Fees $2054

Other Expenses.4

LIcenses and Permits $1600

Other Expenses.5

Payroll Processing Expense $1425

Other Expenses.6

Bank & Credit Card Fees $1027

Other Expenses.7

Taxes - Property $926

Other Expenses.8

Consulting Expense $700

Other Expenses.9

Supplies $597

Other Expenses.10

Repairs and Maintenance $558

Other Expenses.12

Charitable Contributions $200

Other Expenses.13

Rent Expense $86

Total Liabilities.1

Payroll Taxes Payable - Beginning $429 Payroll Taxes Payable - Ending $0

Raw XML Appendix184 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/CityNm0La Habra
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Carter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Trevor Michels
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jay Chung
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Maria Puente-Poras
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Diana Fukushima
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Thomas Barclay
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Monica Perales
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Charles Frisco
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Paul Fukushima
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Jennifer Lumsdaine
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Dennis Saab
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Tim Nilan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12John Bunnett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Trustee
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025020
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The promotion of higher ethical and legal standards within the legal community
IRS990EZ/PrintingPublicationsPostageAmt0377
IRS990EZ/ProgramServiceRevenueAmt021775
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Lawyers Legal Services - Referring persons to competent legal professionals in the community who can help them with their legal problems while making sure attorneys are in good standings.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt023312
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt029367
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt09617
IRS990EZ/SpecialEventsNetIncomeLossAmt05959
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0429
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057314
IRS990EZ/TotalProgramServiceExpensesAmt023312
IRS990EZ/TotalRevenueAmt051280
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09617
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015576
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015576
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015576
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015576
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05959
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09617
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09617
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1933
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $908
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $677
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Meeting Expenses $7848
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Telephone Expense $4481
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Condo Assoc Fees $2054
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LIcenses and Permits $1600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Payroll Processing Expense $1425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank & Credit Card Fees $1027
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Taxes - Property $926
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Consulting Expense $700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Supplies $597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Repairs and Maintenance $558
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Charitable Contributions $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Rent Expense $86
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Payroll Taxes Payable - Beginning $429 Payroll Taxes Payable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
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.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Carter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Southeast District Bar Association
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0237060681
ReturnHeader/Filer/PhoneNum05628644714
ReturnHeader/Filer/USAddress/AddressLine1Txt012749 Norwalk Blvd 107
ReturnHeader/Filer/USAddress/CityNm0Norwalk
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090650
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Miller Woodard & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0901 E Imperial Hwy Ste C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Habra
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0906313104
ReturnHeader/PreparerPersonGrp/PhoneNum07144490387
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH WOODARD EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-13T09:45:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)6 • <$500k nonprofits