Civic Intelligence

Fpa Norcal Conference

990 • Fiscal year 2015 • EIN 26-1730710

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 12, 2017

Organization Profilewww.fpanorcal.org
251 Lafayette Circle Suite 200Lafayette, CA 94549

(925) 962-1100

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2015 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2015

Net Margin

79th percentile

14%

Higher net margin than 79% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2015 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2015

Asset Growth

84th percentile

24%

Faster asset growth than 84% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

73rd percentile

12%

Faster revenue growth than 73% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$553,512

Up $105,858 (+24%) from 2014

Net Assets

Up

$553,512

Up $105,858 (+24%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin79th percentile

Revenue

Up

$743,652

Up $76,893 (+12%) from 2014

Expenses

Up

$639,985

Up $1,538 (+0.2%) from 2014

Net Income

Up

$103,667

Up $75,355 (+266%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$800K$600K$400K$200K$0Assets 2013: $419,342Liabilities 2013: $0Net Assets 2013: $419,3422013Assets 2014: $447,654Liabilities 2014: $0Net Assets 2014: $447,6542014Assets 2015: $553,512Liabilities 2015: $0Net Assets 2015: $553,5122015Assets 2016: $572,719Liabilities 2016: $0Net Assets 2016: $572,7192016Assets 2017: $657,527Liabilities 2017: $0Net Assets 2017: $657,5272017Assets 2018: $799,063Liabilities 2018: $0Net Assets 2018: $799,0632018Assets 2019: $799,063Liabilities 2019: $0Net Assets 2019: $799,0632019Assets 2020: $314,263Liabilities 2020: $0Net Assets 2020: $314,2632020Assets 2021: $379,509Liabilities 2021: $0Net Assets 2021: $379,5092021Assets 2022: $226,522Liabilities 2022: $0Net Assets 2022: $226,5222022Assets 2023: $396,924Liabilities 2023: $0Net Assets 2023: $396,9242023Assets 2024: $529,199Liabilities 2024: $0Net Assets 2024: $529,1992024

Highlighted filing

2015

Assets$553,512
Liabilities$0
Net Assets$553,512
Open 2015 Filing

Operations Trend

Revenue Growth73rd percentile

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

$1.0M$500K$0-$500KRevenue 2013: $618,079Expenses 2013: $549,190Net Income 2013: $68,8892013Revenue 2014: $666,759Expenses 2014: $638,447Net Income 2014: $28,3122014Revenue 2015: $743,652Expenses 2015: $639,985Net Income 2015: $103,6672015Revenue 2016: $808,186Expenses 2016: $788,979Net Income 2016: $19,2072016Revenue 2017: $872,772Expenses 2017: $787,964Net Income 2017: $84,8082017Revenue 2018: $875,804Expenses 2018: $739,219Net Income 2018: $136,5852018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $230,341Expenses 2020: $688,239Net Income 2020: -$457,8982020Revenue 2021: $560,615Expenses 2021: $495,369Net Income 2021: $65,2462021Revenue 2022: $756,681Expenses 2022: $909,668Net Income 2022: -$152,9872022Revenue 2023: $953,445Expenses 2023: $783,043Net Income 2023: $170,4022023Revenue 2024: $922,242Expenses 2024: $789,967Net Income 2024: $132,2752024

Highlighted filing

2015

Revenue$743,652
Expenses$639,985
Net Income$103,667
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 12, 2017
Return Version
2015v3.0
Gross Receipts
$743,652
Mission and Program Overview

Mission

Starting in 1971 as a joint effort of the eight International Association of Financial Planners (IAFP) Chapters in the greater Norcal Conference KeynoteSan Francisco Bay Area, the NorCal Conference attracts more than 500 financial professionals and affiliated vendors from across the nation.

The Financial Planning Association NorCal Conference is an annual two day gathering of the top financial planning professionals from the San Francisco Bay Area and across the United States.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$87,265$352,822▲ $265,557
Savings and Temporary Cash Investments$360,389$200,690▼ $159,699
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$447,654$553,512▲ $105,858
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$447,654$553,512▲ $105,858
Total Net Assets Fund Balance$447,654$553,512▲ $105,858
Total Liabilities and Net Assets / Fund Balance$447,654$553,512▲ $105,858
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Matt BeckChairman
Janice DunnMarketing Chair
Jennifer MicieliMarketing Chair
Marinda FreemanConference Director
Daniel AndersenDirector
Frank PareDirector
Mike SukleDirector
Sabrina LowellDirector
Eric FlettKeynote Liaison
Leigh ShimamotoKeynote Liaison
Laura Harger PajakProgram Co-CHR
Sara EllefsenProgram Co-CHR
Jane YooSpeaker Liaison
Jen HicksSpeaker Liaison
Megan TerzianSpeaker Liaison
Ora CitronSpeaker Liaison
William PitneySpeaker Liaison
Michele HansenSponsor Co-CHR
Wade PittsSponsor Co-CHR
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$742,351
Investment Income
$1,301
Other Revenue
$0
Change in Net Assets
$103,667
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$639,985
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
Occupancy$235,469--$235,469
Fees for Services Management$80,325$14,175-$94,500
All Other Expenses$47,105$23,917-$71,022
Fees for Services Other$22,143$3,908-$26,051
Other Expenses$25,457--$25,457
Information Technology-$15,483-$15,483
Insurance-$4,479-$4,479
Office Expenses-$1,817-$1,817
Fees for Services Accounting-$1,090-$1,090
Total Functional Expenses$575,116$64,869$0$639,985
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
Lobbying activity
No
Subject to proxy tax
No
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
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
No
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, Line 6: Explanation of Classes of Members or Shareholder

“Membership is comprised of various professionals engaged in providing financial planning services to the general public.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is prepared by an outside tax professional. The form is then reviewed bythe organization's management and a member of the board of directors. After a full review, the final version of the tax return is provided to all members of the organization's voting body. A representative of management authorizes the final form 990 which is then e-filed with the internal revenue service.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Members of the board of directors review all potential conflicts of interest at least annually. The executive director and all board members are required to disclose (in writing) potential conflicts and any related party affiliations. Loans between the organization and members of management and the board are strictly prohibited. The organization seeks full transparency on all relationships. Any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organization's policies and procedures.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER LEGALFILINGS ARE MAINTAINED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BYTAX AUTHORITIES AND THE GENERAL PUBLIC. TAX RETURNS ARE POSTED ANNUALLY TOWWW.GUIDESTAR.ORG (WHERE THEY ARE AVAILABLE FOR VIEWING AS ELECTRONIC COPIES) AND ARE ALSO AVAILABLE AT THE ORGANIZATION'S OFFICE IN Lafayette, CALIFORNIA (FOR A PHYSICAL INSPECTION).”

Filing and Contact Details

Filer

Filer Name
FPA NorCal Conference
EIN
26-1730710
Phone
9259621100
Address
251 LAFAYETTE CIRCLE SUITE 200, LAFAYETTE, CA 94549

Signing Officer

Name
Eric Flett
Title
Regalia & Associates
Signed
2017-11-12
Discuss with paid preparer
Yes

Organization Details

Formed
2007
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
19

Preparer

Firm
Regalia & Associates CPAs
Address
103 Town Country Dr Ste K, Danville, CA 94526
Preparer
Douglas W Regalia
Phone
9253140390
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

“Broadcast E-mail: Column (A) - Total = $213; Column (B) - Program Services = $213; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“CD-ROM Production: Column (A) - Total = $10800; Column (B) - Program Services = $10800; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“CFP Credit Expenses: Column (A) - Total = $5512; Column (B) - Program Services = $5512; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Credit Card Fees: Column (A) - Total = $21688; Column (B) - Program Services = $0; Column (C) - Management & General = $21688; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Evaluations: Column (A) - Total = $2225; Column (B) - Program Services = $2225; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Giveaways: Column (A) - Total = $346; Column (B) - Program Services = $346; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Miscellaneous: Column (A) - Total = $22; Column (B) - Program Services = $0; Column (C) - Management & General = $22; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Photographs: Column (A) - Total = $2282; Column (B) - Program Services = $2282; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Portfolio-Notebook: Column (A) - Total = $5242; Column (B) - Program Services = $5242; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Postage and Shipping: Column (A) - Total = $260; Column (B) - Program Services = $0; Column (C) - Management & General = $260; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“President's Council: Column (A) - Total = $10977; Column (B) - Program Services = $10977; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Printing and Publications: Column (A) - Total = $719; Column (B) - Program Services = $0; Column (C) - Management & General = $719; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Registration expenses: Column (A) - Total = $4504; Column (B) - Program Services = $4504; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Signage: Column (A) - Total = $1649; Column (B) - Program Services = $1649; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Sponsor Expense: Column (A) - Total = $3355; Column (B) - Program Services = $3355; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Storage: Column (A) - Total = $1143; Column (B) - Program Services = $0; Column (C) - Management & General = $1143; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Taxes and Fees: Column (A) - Total = $85; Column (B) - Program Services = $0; Column (C) - Management & General = $85; Column (D) - Fundraising = $0”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Prior year income = $2191”

Raw XML AppendixShowing 400 of 495 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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IRS990/Form990PartVIISectionAGrp/PersonNm9William Pitney
IRS990/Form990PartVIISectionAGrp/PersonNm10Megan Terzian
IRS990/Form990PartVIISectionAGrp/PersonNm11Jane Yoo
IRS990/Form990PartVIISectionAGrp/PersonNm12Jennifer Micieli
IRS990/Form990PartVIISectionAGrp/PersonNm13Janice Dunn
IRS990/Form990PartVIISectionAGrp/PersonNm14Frank Pare
IRS990/Form990PartVIISectionAGrp/PersonNm15Sabrina Lowell
IRS990/Form990PartVIISectionAGrp/PersonNm16Mike Sukle
IRS990/Form990PartVIISectionAGrp/PersonNm17Daniel Andersen
IRS990/Form990PartVIISectionAGrp/PersonNm18Marinda Freeman
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Program Co-Chr
IRS990/Form990PartVIISectionAGrp/TitleTxt2Program Co-Chr
IRS990/Form990PartVIISectionAGrp/TitleTxt3Keynote Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt4Keynote Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt5Sponsor Co-Chr
IRS990/Form990PartVIISectionAGrp/TitleTxt6Sponsor Co-Chr
IRS990/Form990PartVIISectionAGrp/TitleTxt7Speaker Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt8Speaker Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt9Speaker Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt10Speaker Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt11Speaker Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt12Marketing Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt13Marketing Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Conference Dir
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt015483
IRS990/InformationTechnologyGrp/TotalAmt015483
IRS990/InsuranceGrp/ManagementAndGeneralAmt04479
IRS990/InsuranceGrp/TotalAmt04479
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01301
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
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IRS990/MembersOrStockholdersInd0true
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IRS990/MissionDesc0Starting in 1971 as a joint effort of the eight International Association of Financial Planners (IAFP) Chapters in the greater Norcal Conference KeynoteSan Francisco Bay Area, the NorCal Conference attracts more than 500 financial professionals and affiliated vendors from across the nation.
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OccupancyGrp/ProgramServicesAmt0235469
IRS990/OccupancyGrp/TotalAmt0235469
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01817
IRS990/OfficeExpensesGrp/TotalAmt01817
IRS990/OfficerMailingAddressInd0true
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc0Speaker Expense
IRS990/OtherExpensesGrp/Desc1Chapter Proceeds
IRS990/OtherExpensesGrp/Desc2Committee Expenses
IRS990/OtherExpensesGrp/Desc3Newsletter
IRS990/OtherExpensesGrp/ProgramServicesAmt080158
IRS990/OtherExpensesGrp/ProgramServicesAmt154881
IRS990/OtherExpensesGrp/ProgramServicesAmt229578
IRS990/OtherExpensesGrp/ProgramServicesAmt325457
IRS990/OtherExpensesGrp/TotalAmt080158
IRS990/OtherExpensesGrp/TotalAmt154881
IRS990/OtherExpensesGrp/TotalAmt229578
IRS990/OtherExpensesGrp/TotalAmt325457
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
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IRS990/ProgramServiceRevenueGrp/Desc0DUES AND REGISTRATIONS
IRS990/ProgramServiceRevenueGrp/Desc1EXHIBITOR REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2Newsletter Income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0383021
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1340002
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt219328
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0383021
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1340002
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt219328
IRS990/ProgSrvcAccomActy2Grp/Desc0The Financial Planning Association NorCal Conference is an annual two day gathering of the top financial planning professionals from the San Francisco Bay Area and across the United States. The Conference is organized by over 20 financial planning professionals from the Northern California region who are affiliated with the Financial Planning Association (FPA), supporting sponsors, and other financial planners.The goals of the FPA NorCal Conference are summarized as follows: 1. To help its members improve their awareness of changes in the financial planning industry. 2. To network with other financial planning professionals 3. To provide for its members instructions, educational materials, and
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IRS990/PYGrantsAndSimilarPaidAmt010000
IRS990/PYInvestmentIncomeAmt01121
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0628447
IRS990/PYProgramServiceRevenueAmt0665638
IRS990/PYRevenuesLessExpensesAmt028312
IRS990/PYTotalExpensesAmt0638447
IRS990/PYTotalRevenueAmt0666759
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
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IRS990/ReconcilationRevenueExpnssAmt0103667
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0200690
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Membership is comprised of various professionals engaged in providing financial planning services to the general public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BYTHE ORGANIZATION'S MANAGEMENT AND A MEMBER OF THE BOARD OF DIRECTORS. AFTER A FULL REVIEW, THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING BODY. A REPRESENTATIVE OF MANAGEMENT AUTHORIZES THE FINAL FORM 990 WHICH IS THEN E-FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF THE BOARD OF DIRECTORS REVIEW ALL POTENTIAL CONFLICTS OF INTEREST AT LEAST ANNUALLY. THE EXECUTIVE DIRECTOR AND ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE (IN WRITING) POTENTIAL CONFLICTS AND ANY RELATED PARTY AFFILIATIONS. LOANS BETWEEN THE ORGANIZATION AND MEMBERS OF MANAGEMENT AND THE BOARD ARE STRICTLY PROHIBITED. THE ORGANIZATION SEEKS FULL TRANSPARENCY ON ALL RELATIONSHIPS. ANY POTENTIAL CONFLICTS (IN FACT OR APPEARANCE) ARE DISCUSSED OPENLY AND RESOLVED IN ACCORDANCE WITH THE ORGANIZATION'S POLICIES AND PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER LEGALFILINGS ARE MAINTAINED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BYTAX AUTHORITIES AND THE GENERAL PUBLIC. TAX RETURNS ARE POSTED ANNUALLY TOWWW.GUIDESTAR.ORG (WHERE THEY ARE AVAILABLE FOR VIEWING AS ELECTRONIC COPIES) AND ARE ALSO AVAILABLE AT THE ORGANIZATION'S OFFICE IN Lafayette, CALIFORNIA (FOR A PHYSICAL INSPECTION).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Broadcast E-mail: Column (A) - Total = $213; Column (B) - Program Services = $213; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CD-ROM Production: Column (A) - Total = $10800; Column (B) - Program Services = $10800; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CFP Credit Expenses: Column (A) - Total = $5512; Column (B) - Program Services = $5512; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Credit Card Fees: Column (A) - Total = $21688; Column (B) - Program Services = $0; Column (C) - Management & General = $21688; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Evaluations: Column (A) - Total = $2225; Column (B) - Program Services = $2225; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Giveaways: Column (A) - Total = $346; Column (B) - Program Services = $346; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Miscellaneous: Column (A) - Total = $22; Column (B) - Program Services = $0; Column (C) - Management & General = $22; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Photographs: Column (A) - Total = $2282; Column (B) - Program Services = $2282; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Portfolio-Notebook: Column (A) - Total = $5242; Column (B) - Program Services = $5242; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Postage and Shipping: Column (A) - Total = $260; Column (B) - Program Services = $0; Column (C) - Management & General = $260; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14President's Council: Column (A) - Total = $10977; Column (B) - Program Services = $10977; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Printing and Publications: Column (A) - Total = $719; Column (B) - Program Services = $0; Column (C) - Management & General = $719; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Registration expenses: Column (A) - Total = $4504; Column (B) - Program Services = $4504; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Signage: Column (A) - Total = $1649; Column (B) - Program Services = $1649; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Sponsor Expense: Column (A) - Total = $3355; Column (B) - Program Services = $3355; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Storage: Column (A) - Total = $1143; Column (B) - Program Services = $0; Column (C) - Management & General = $1143; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Taxes and Fees: Column (A) - Total = $85; Column (B) - Program Services = $0; Column (C) - Management & General = $85; Column (D) - Fundraising = $0

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$553,512
Liabilities
$0
Net assets
$553,512
Revenue
$743,652
Expenses
$639,985
Net income
$103,667
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.29$0.00$5.29$9.22$7.90$1.32
2023Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$9.53$7.83$1.70
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$0.00$2.27$7.57$9.10$1.53
2021Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$5.61$4.95$0.65
2020Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$2.30$6.88$4.58
2019Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$8.76$7.39$1.37
2017Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$8.73$7.88$0.85
2016Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$8.08$7.89$0.19
2015Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$7.44$6.40$1.04
2014Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$6.67$6.38$0.28
2013Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$6.18$5.49$0.69
Peer Organizations

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