Civic Intelligence

San Gabriel Valley Chapter of Ima

EIN 23-7353650 • 501(c)3 • Whittier, CA

Profile

Chapter of Institute of Management Accountant

6218 Roundhill DrWhittier, CA 90601
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

15th percentile

-47%

Higher net margin than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

37th percentile

-13%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

30th percentile

-26%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$12,833

Down $1,943 (-13%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Down

$12,833

Down $1,943 (-13%) from 2014

Operations
Liabilities / Revenue62nd percentileNet Margin15th percentile

Revenue

Down

$4,173

Down $1,471 (-26%) from 2014

Expenses

Up

$6,116

Up $678 (+12%) from 2014

Net Income

Down

-$1,943

Down $2,149 (-1043%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2011: $13,189Liabilities 2011: $0Net Assets 2011: $13,1892011Assets 2012: $13,194Liabilities 2012: $0Net Assets 2012: $13,1942012Assets 2013: $14,570Liabilities 2013: $0Net Assets 2013: $14,5702013Assets 2014: $14,776Liabilities 2014: $0Net Assets 2014: $14,7762014Assets 2015: $12,833Liabilities 2015: $0Net Assets 2015: $12,8332015

Highlighted filing

2015

Assets$12,833
Liabilities$0
Net Assets$12,833
Open 2015 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10K$5.0K$0-$5.0KRevenue 2011: $5,012Expenses 2011: $4,614Net Income 2011: $3982011Revenue 2012: $4,033Expenses 2012: $4,027Net Income 2012: $62012Revenue 2013: $4,477Expenses 2013: $3,101Net Income 2013: $1,3762013Revenue 2014: $5,644Expenses 2014: $5,438Net Income 2014: $2062014Revenue 2015: $4,173Expenses 2015: $6,116Net Income 2015: -$1,9432015

Highlighted filing

2015

Revenue$4,173
Expenses$6,116
Net Income-$1,943
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,833
Liabilities
$0
Net assets
$12,833
Revenue
$4,173
Expenses
$6,116
Net income
-$1,943
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$4.17$6.12$1.94
2014Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$5.64$5.44$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$0.00$14.6$4.48$3.10$1.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$0.00$13.2$4.03$4.03$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$0.00$13.2$5.01$4.61$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 9, 2015
Return Version
2014v5.0
Gross Receipts
$4,173
Mission and Program Overview

Mission

Chapter of Institute of Management Accountant

Program Services

DescriptionGrantsExpenses
Provided social network and educational benefits to members$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lee WillardSecretary-$0--
Filing and Contact Details

Filer

Filer Name
San Gabriel Valley Chapter of IMA
EIN
23-7353650
Address
6218 Roundhill Dr, Whittier, CA 90601

Signing Officer

Name
Victor Chuen
Title
Treasurer
Phone
6268230863
Signed
2015-11-09
Raw XML Appendix134 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt02078
IRS990EZ/BooksInCareOfDetail/PersonNm0Victor Chuen
IRS990EZ/BooksInCareOfDetail/PhoneNum06268230863
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06218 Roundhill Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Whittier
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014776
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012833
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1943
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014776
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012833
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt04173
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum02501
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014776
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012833
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014776
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012833
IRS990EZ/OccupancyRentUtltsAndMaintAmt03799
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lee Willard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Chapter of Institute of Management Accountant
IRS990EZ/PrintingPublicationsPostageAmt0239
IRS990EZ/ProgramServiceRevenueAmt04167
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided social network and educational benefits to members
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06116
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt04173
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04173
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05644
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04447
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04964
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt023228
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt023228
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04173
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05644
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04447
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04964
IRS990ScheduleA/Total509Grp/TotalAmt023228
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04173
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05644
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04447
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04964
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt023228
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Victor Chuen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06268230863
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0San Gabriel Valley Chapter of IMA
ReturnHeader/Filer/BusinessNameControlTxt0SANG
ReturnHeader/Filer/EIN0237353650
ReturnHeader/Filer/USAddress/AddressLine1Txt06218 Roundhill Dr
ReturnHeader/Filer/USAddress/CityNm0Whittier
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090601
ReturnHeader/ReturnTs02015-11-09T17:20:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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