Civic Intelligence

Council of Business Advisors

EIN 26-0327813 • 501(c)6

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

41st percentile

-3.4%

Higher net margin than 41% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

45th percentile

-4.4%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

21st percentile

-26%

Faster revenue growth than 21% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$45,309

Down $2,067 (-4.4%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$45,309

Down $1,830 (-3.9%) from 2017

Operations
Liabilities / RevenueScore unavailableNet Margin41st percentile

Revenue

Down

$53,936

Down $19,083 (-26%) from 2017

Expenses

Down

$55,766

Down $19,222 (-26%) from 2017

Net Income

Up

-$1,830

Up $139 (+7.1%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$60K$40K$20K$0Assets 2015: $33,974Net Assets 2015: $33,9742015Assets 2017: $47,376Liabilities 2017: $237Net Assets 2017: $47,1392017Assets 2018: $45,309Net Assets 2018: $45,3092018

Highlighted filing

2018

Assets$45,309
Liabilities-
Net Assets$45,309
Open 2018 Filing

Operations Trend

Revenue Growth21st percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2015: $61,396Expenses 2015: $57,594Net Income 2015: $3,8022015Revenue 2017: $73,019Expenses 2017: $74,988Net Income 2017: -$1,9692017Revenue 2018: $53,936Expenses 2018: $55,766Net Income 2018: -$1,8302018

Highlighted filing

2018

Revenue$53,936
Expenses$55,766
Net Income-$1,830
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$45,309
Liabilities
-
Net assets
$45,309
Revenue
$53,936
Expenses
$55,766
Net income
-$1,830
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.3$45.3$53.9$55.8$1.83
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.4$0.24$47.1$73.0$75.0$1.97
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.0$34.0$61.4$57.6$3.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$53,936
Mission and Program Overview

Mission

To provide a forum for members to develop a broad network of professionals with diverse capabilities, build a solid understanding of each other's experience and expertise, create opportunities for giving and receiving business referrals, provide resources for members and the business community, and be of service to one another.

Program Services

DescriptionGrantsExpenses
TO PROVIDE A FORUM FOR MEMBERS TO DEVELOP A BROAD NETWORK OF PROFESSIONALS WITH DIVERSE CAPABILITIES, BUILD A SOLID UNDERSTANDING OF EACH OTHER'S EXPERIENCE AND EXPERTISE, CREATE OPPORTUNITIES FOR GIVING AND RECEIVING BUSINESS REFERRALS, PROVIDE RESOURCES FOR MEMBERS AND THE BUSINESS COMMUNITY, AND BE OF SERVICE TO ONE ANOTHER.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IVOREE ROBINSONBoard Member-$0--
JULIA HOLIANBoard ChairPT$0--
STEVEN DONALDSONBoard Member-$0--
MATTHEW WHEELERTreasurer-$0--
JOSHUA COHENBoard Member-$0--
KEVIN DEANBoard Member-$0--
MIKE CROSBYVice Chair-$0--
CHRIS LIVERMOREBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Council of Business Advisors
EIN
26-0327813
Phone
4082521800
Address
2950 BUSKIRK AVENUE SUITE 300, WALNUT CREEK, CA 94597

Signing Officer

Name
Matthew Wheeler
Title
Treasurer
Phone
4154566265
Signed
2019-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Wheeler Accountants Llp
Address
1475 SARATOGA AVE STE 100, SAN JOSE, CA 95129-4951
Preparer
Matthew O Wheeler CPA
Phone
4082521800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Other revenue 207 total 207”

Form 990-ez, Part I, Line 16

“Expenses office expense 6,239 conferences & meetings 21,484 insurance 1,000 qbo software 420 filing fees 10 paypal fees 1,438 total 30,591”

Form 990-ez, Part II, Line 26

“Credit cards payable 237 0”

Form 990-ez, Part III

“To provide a forum for members to develop a broad network of professionals with diverse capabilities, build a solid understanding of each other's experience and expertise, create opportunities for giving and receiving business referrals, provide resources for members and the business community, and be of service to one another.”

Form 990-ez, Part III, Line 28

“To provide a forum for members to develop a broad network of professionals with diverse capabilities, build a solid understanding of each other's experience and expertise, create opportunities for giving and receiving business referrals, provide resources for members and the business community, and be of service to one another.”

Raw XML Appendix129 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0MATTHEW WHEELER
IRS990EZ/BooksInCareOfDetail/PhoneNum04082521800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01475 SARATOGA AVE STE 00
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095129
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047376
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045309
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1830
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt024961
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt047376
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045309
IRS990EZ/GrossReceiptsAmt053936
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt053729
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047139
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045309
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047139
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045309
IRS990EZ/OccupancyRentUtltsAndMaintAmt071
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0IVOREE ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIA HOLIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVEN DONALDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATTHEW WHEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOSHUA COHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KEVIN DEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MIKE CROSBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHRIS LIVERMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030591
IRS990EZ/OtherRevenueTotalAmt0207
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A FORUM FOR MEMBERS TO DEVELOP A BROAD NETWORK OF PROFESSIONALS WITH DIVERSE CAPABILITIES, BUILD A SOLID UNDERSTANDING OF EACH OTHER'S EXPERIENCE AND EXPERTISE, CREATE OPPORTUNITIES FOR GIVING AND RECEIVING BUSINESS REFERRALS, PROVIDE RESOURCES FOR MEMBERS AND THE BUSINESS COMMUNITY, AND BE OF SERVICE TO ONE ANOTHER.
IRS990EZ/PrintingPublicationsPostageAmt0143
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE A FORUM FOR MEMBERS TO DEVELOP A BROAD NETWORK OF PROFESSIONALS WITH DIVERSE CAPABILITIES, BUILD A SOLID UNDERSTANDING OF EACH OTHER'S EXPERIENCE AND EXPERTISE, CREATE OPPORTUNITIES FOR GIVING AND RECEIVING BUSINESS REFERRALS, PROVIDE RESOURCES FOR MEMBERS AND THE BUSINESS COMMUNITY, AND BE OF SERVICE TO ONE ANOTHER.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0237
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055766
IRS990EZ/TotalRevenueAmt053936
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.COUNCILONEADVISORS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 207 TOTAL 207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSE 6,239 CONFERENCES & MEETINGS 21,484 INSURANCE 1,000 QBO SOFTWARE 420 FILING FEES 10 PAYPAL FEES 1,438 TOTAL 30,591
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREDIT CARDS PAYABLE 237 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE A FORUM FOR MEMBERS TO DEVELOP A BROAD NETWORK OF PROFESSIONALS WITH DIVERSE CAPABILITIES, BUILD A SOLID UNDERSTANDING OF EACH OTHER'S EXPERIENCE AND EXPERTISE, CREATE OPPORTUNITIES FOR GIVING AND RECEIVING BUSINESS REFERRALS, PROVIDE RESOURCES FOR MEMBERS AND THE BUSINESS COMMUNITY, AND BE OF SERVICE TO ONE ANOTHER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PROVIDE A FORUM FOR MEMBERS TO DEVELOP A BROAD NETWORK OF PROFESSIONALS WITH DIVERSE CAPABILITIES, BUILD A SOLID UNDERSTANDING OF EACH OTHER'S EXPERIENCE AND EXPERTISE, CREATE OPPORTUNITIES FOR GIVING AND RECEIVING BUSINESS REFERRALS, PROVIDE RESOURCES FOR MEMBERS AND THE BUSINESS COMMUNITY, AND BE OF SERVICE TO ONE ANOTHER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW WHEELER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04154566265
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COUNCIL OF BUSINESS ADVISORS
ReturnHeader/Filer/BusinessNameControlTxt0COUN
ReturnHeader/Filer/EIN0260327813
ReturnHeader/Filer/PhoneNum04082521800
ReturnHeader/Filer/USAddress/AddressLine1Txt02950 BUSKIRK AVENUE SUITE 300
ReturnHeader/Filer/USAddress/CityNm0WALNUT CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094597
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0154E987F76E7BCDC47FA5EFB0DAF85DCF25ED9EB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03A800BE09DC5F8215CE42EC433C97242A8C7806F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:13:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261508234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHEELER ACCOUNTANTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01475 SARATOGA AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951294951
ReturnHeader/PreparerPersonGrp/PhoneNum04082521800
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW O WHEELER CPA
ReturnHeader/ReturnTs02019-11-15T14:13:32-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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