Civic Intelligence

Southwest Chapter of Iaee Inc

EIN 27-2961295 • 501(c)6 • San Diego, CA

Profile

Community improvement, capacity building, and promotion of business

2726 Shelter Island Ste 335San Diego, CA 92106

swiaee.com

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

35th percentile

-7.8%

Higher net margin than 35% 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

26th percentile

-21%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

77th percentile

20%

Faster revenue growth than 77% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$25,124

Down $6,823 (-21%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$25,124

Down $6,823 (-21%) from 2017

Operations
Liabilities / RevenueScore unavailableNet Margin35th percentile

Revenue

Up

$88,014

Up $14,398 (+20%) from 2017

Expenses

Up

$94,837

Up $17,343 (+22%) from 2017

Net Income

Down

-$6,823

Down $2,945 (-76%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$40K$30K$20K$10K$0Assets 2011: $19,632Net Assets 2011: $19,6322011Assets 2012: $18,193Liabilities 2012: $0Net Assets 2012: $18,1932012Assets 2013: $18,421Net Assets 2013: $18,4212013Assets 2014: $28,962Liabilities 2014: $900Net Assets 2014: $28,0622014Assets 2015: $25,358Net Assets 2015: $25,3582015Assets 2016: $35,825Net Assets 2016: $35,8252016Assets 2017: $31,947Net Assets 2017: $31,9472017Assets 2018: $25,124Net Assets 2018: $25,1242018

Highlighted filing

2018

Assets$25,124
Liabilities-
Net Assets$25,124
Open 2018 Filing

Operations Trend

Revenue Growth77th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $37,106Expenses 2011: $33,867Net Income 2011: $3,2392011Revenue 2012: $40,265Expenses 2012: $42,604Net Income 2012: -$2,3392012Revenue 2013: $58,776Expenses 2013: $58,548Net Income 2013: $2282013Revenue 2014: $102,285Expenses 2014: $95,370Net Income 2014: $6,9152014Revenue 2015: $81,141Expenses 2015: $83,845Net Income 2015: -$2,7042015Revenue 2016: $96,785Expenses 2016: $86,318Net Income 2016: $10,4672016Revenue 2017: $73,616Expenses 2017: $77,494Net Income 2017: -$3,8782017Revenue 2018: $88,014Expenses 2018: $94,837Net Income 2018: -$6,8232018

Highlighted filing

2018

Revenue$88,014
Expenses$94,837
Net Income-$6,823
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
$25,124
Liabilities
-
Net assets
$25,124
Revenue
$88,014
Expenses
$94,837
Net income
-$6,823
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.25$0.88$0.95$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.32$0.74$0.77$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.36$0.97$0.86$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.25$0.81$0.84$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.01$0.28$1.02$0.95$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.59$0.59$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.00$0.18$0.40$0.43$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.20$0.37$0.34$0.03
Latest Detailed Filing

The latest 2018 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 4, 2015
Return Version
2014v5.0
Gross Receipts
$102,285
Mission and Program Overview

Mission

About IAEESWIAEE is the Southwest Chapter of IAEE, International Association of Exhibitions and Events, which represent the interests of trade show and exposition managers. IAEE represents over 9,000 individuals in over 50 countries who conduct and support exhibitions around the world.Over 50 percent of IAEE's members are directly involved in the planning, management, and production of exhibitions and buyer-seller events. The remainder of our membership consists of those who provide products and services to the industry. IAEE values and promotes diversity of membership, in terms of company size, products, and geographical area. Each active member organization is given one vote, regardless of size. Benefits of IAEE Membership include professional development, industry news and publications, industry and professional resources, service partner discounts, advocacy before government and media, leadership development and local chapter membership.Our MissionIAEE & SWIAEE promotes the unique

To represent the interests of tradeshow and expositon managers.

Program Services

DescriptionGrantsExpenses
Community Improvement, Capacity Building & Promotion of Business$89,520-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS EISENBERGChairman-$0--
MICHELLE MONTEFERRANTE CEMVice Chairman-$0--
JENNIFER PACHECOSecretary/Treas-$0--
ALEX SANDLERPast Chair-$0--
RANDY BAULERDirector-$0--
MISTY BREWERDirector-$0--
DENISE CARRISONDirector-$0--
ROBERT COLVINDirector-$0--
TOM GATTUSODirector-$0--
BARBARA KICKLIGHTERDirector-$0--
JOSEPH PESKADirector-$0--
JOHN SCHREIBERDirector-$0--
KIM ROEHRICHTDirector-$0--
COURTNEY SILBIGERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Southwest Chapter of Iaee Inc
EIN
27-2961295
Phone
8582702103
Address
2726 SHELTER ISLAND STE 335, SAN DIEGO, CA 92106

Signing Officer

Name
Jennifer Pacheco
Title
Secretary/Treasurer
Signed
2015-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Marilyn K Turner CPA
Address
4817 PALM AVE SUITE 3, LA MESA, CA 91941
Preparer
Marilyn TurnerCPA
Phone
6196676600
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $937”

Other Expenses.1005

“Travel $1105”

Other Expenses.1

“Event Expenses $70424”

Other Expenses.2

“DONATIONS $5000”

Other Expenses.3

“Scholarships $2500”

Other Expenses.4

“WEBSITE $500”

Other Expenses.5

“Bank & Credit Card Fees $494”

Other Expenses.6

“Board Expenses $250”

Other Assets.1

“Accounts Receivable - Beginning $0 Accounts Receivable - Ending $15328”

Total Liabilities.1

“- Beginning $0 - Ending $900”

Raw XML Appendix163 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MANAGEMENT
IRS990EZ/BooksInCareOfDetail/PhoneNum08582702103
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02726 SHELTER ISLAND STE 335
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092106
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021147
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013634
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014149
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06915
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014160
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021147
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028962
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0102285
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021147
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028062
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021147
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028062
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRIS EISENBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE MONTEFERRANTE CEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER PACHECO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALEX SANDLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RANDY BAULER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MISTY BREWER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DENISE CARRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ROBERT COLVIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TOM GATTUSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BARBARA KICKLIGHTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JOSEPH PESKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JOHN SCHREIBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12KIM ROEHRICHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13COURTNEY SILBIGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary/Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt015328
IRS990EZ/OtherExpensesTotalAmt081210
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To represent the interests of tradeshow and expositon managers.
IRS990EZ/ProgramServiceRevenueAmt088136
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Community Improvement, Capacity Building & Promotion of Business
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt089520
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0900
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt095370
IRS990EZ/TotalProgramServiceExpensesAmt089520
IRS990EZ/TotalRevenueAmt0102285
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SWIAEE.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $937
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $1105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Event Expenses $70424
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DONATIONS $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Scholarships $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WEBSITE $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank & Credit Card Fees $494
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Board Expenses $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Receivable - Beginning $0 Accounts Receivable - Ending $15328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9- Beginning $0 - Ending $900
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER PACHECO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST CHAPTER OF IAEE INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0272961295
ReturnHeader/Filer/PhoneNum08582702103
ReturnHeader/Filer/USAddress/AddressLine1Txt02726 SHELTER ISLAND STE 335
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092106
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARILYN K TURNER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04817 PALM AVE SUITE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091941
ReturnHeader/PreparerPersonGrp/PhoneNum06196676600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marilyn TurnerCPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-04T12:57:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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No mirrored PDF or thumbnail assets are attached yet.