Civic Intelligence

California Association of Directors

EIN 33-0103776 • 501(c)3 • Soquel, CA

Profile

PROVIDE TRAINING TO STUDENTS, MAINLY IN THE AREAS OF LEADERSHIP AND ACTIVITIES. aSSIST ACTIVITIES DIRECTORS AND OTHERS IN PROVIDING TRAINING AND RESOURCES TO SCHOOLS, TEACHERS AND OTHERS ACTIVE IN THE CALIFORNIA SCHOOL SYSTEM.

3121 Park Ave Suite CSoquel, CA 95073

cadal.org

Siviq Scores

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

Liabilities / Assets

20th percentile

0.01x

Higher debt load relative to assets than 20% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

14th percentile

0.01x

Higher debt load relative to revenue than 14% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

38th percentile

0.1%

Higher net margin than 38% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

50th percentile

$129,104

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

44th percentile

2.2%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

68th percentile

20%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,963,378

Up $600,231 (+25%) from 2022

Liabilities

Down

$28,226

Down $339,329 (-92%) from 2022

Net Assets

Up

$2,935,152

Up $939,560 (+47%) from 2022

Revenue

Up

$5,061,430

Up $3,099,902 (+158%) from 2022

Expenses

Up

$5,058,106

Up $2,744,878 (+119%) from 2022

Net Income

Up

$3,324

Up $355,024 (+101%) from 2022

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,331,680Liabilities 2010: $0Net Assets 2010: $1,331,6802010Assets 2013: $2,278,408Liabilities 2013: $263,022Net Assets 2013: $2,015,3862013Assets 2014: $1,866,899Liabilities 2014: $30,606Net Assets 2014: $1,836,2932014Assets 2015: $2,061,149Liabilities 2015: $18,559Net Assets 2015: $2,042,5902015Assets 2016: $2,212,302Liabilities 2016: $93,465Net Assets 2016: $2,118,8372016Assets 2017: $2,584,403Liabilities 2017: $87,420Net Assets 2017: $2,496,9832017Assets 2018: $2,790,836Liabilities 2018: $33,957Net Assets 2018: $2,756,8792018Assets 2019: $2,914,339Liabilities 2019: $31,805Net Assets 2019: $2,882,5342019Assets 2020: $2,546,450Liabilities 2020: $22,652Net Assets 2020: $2,523,7982020Assets 2021: $2,647,249Liabilities 2021: $32,692Net Assets 2021: $2,614,5572021Assets 2022: $2,363,147Liabilities 2022: $367,555Net Assets 2022: $1,995,5922022Assets 2025: $2,963,378Liabilities 2025: $28,226Net Assets 2025: $2,935,1522025

Highlighted filing

2025

Assets$2,963,378
Liabilities$28,226
Net Assets$2,935,152

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,264,4722010Expenses 2013: $1,470,5972013Revenue 2014: $1,390,412Expenses 2014: $1,594,038Net Income 2014: -$203,6262014Revenue 2015: $3,513,453Expenses 2015: $3,339,523Net Income 2015: $173,9302015Revenue 2016: $3,601,417Expenses 2016: $3,442,036Net Income 2016: $159,3812016Revenue 2017: $4,113,020Expenses 2017: $3,811,409Net Income 2017: $301,6112017Revenue 2018: $4,159,732Expenses 2018: $3,925,640Net Income 2018: $234,0922018Revenue 2019: $4,598,812Expenses 2019: $4,495,098Net Income 2019: $103,7142019Revenue 2020: $2,652,858Expenses 2020: $2,926,082Net Income 2020: -$273,2242020Revenue 2021: $834,043Expenses 2021: $951,019Net Income 2021: -$116,9762021Revenue 2022: $1,961,528Expenses 2022: $2,313,228Net Income 2022: -$351,7002022Revenue 2025: $5,061,430Expenses 2025: $5,058,106Net Income 2025: $3,3242025

Highlighted filing

2025

Revenue$5,061,430
Expenses$5,058,106
Net Income$3,324

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.03$2.94$5.06$5.06$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.37$2.00$1.96$2.31$0.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.03$2.61$0.83$0.95$0.12
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$0.02$2.52$2.65$2.93$0.27
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$0.03$2.88$4.60$4.50$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.03$2.76$4.16$3.93$0.23
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$0.09$2.50$4.11$3.81$0.30
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.09$2.12$3.60$3.44$0.16
2015Detailed filing. Detailed filing data is available for this year.$2.06$0.02$2.04$3.51$3.34$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.87$0.03$1.84$1.39$1.59$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.28$0.26$2.02$1.47
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$2.26
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 29, 2021
Return Version
2019v5.0
Gross Receipts
$2,652,858
Mission and Program Overview

Mission

PROVIDE TRAINING TO STUDENTS, MAINLY IN THE AREAS OF LEADERSHIP AND ACTIVITIES. aSSIST ACTIVITIES DIRECTORS AND OTHERS IN PROVIDING TRAINING AND RESOURCES TO SCHOOLS, TEACHERS AND OTHERS ACTIVE IN THE CALIFORNIA SCHOOL SYSTEM.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,169,658$1,130,212▼ $39,446
Savings and Temporary Cash Investments$856,564$951,753▲ $95,189
Prepaid Expenses and Deferred Charges$100,930$156,005▲ $55,075
Cash and Non-Interest-Bearing Accounts$531,353$49,646▼ $481,707
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,914,339$2,546,450▼ $367,889
Other Assets Total$255,834$258,834▲ $3,000
Liabilities
Other Liabilities$31,805$22,652▼ $9,153
Total Liabilities$31,805$22,652▼ $9,153
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,882,534$2,523,798▼ $358,736
Total Net Assets Fund Balance$2,882,534$2,523,798▼ $358,736
Total Liabilities and Net Assets / Fund Balance$2,914,339$2,546,450▼ $367,889

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$258,834--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sandi KurlandLeadership DevFT$112,344$112,344
Jeff CulverProf DevelFT$100,664$100,664

Board Members and Trustees

NameTitle
Debi WeissPast President
Margaret NoroianPresident
Allison GadekePresident Elect
Ron IppolitoVice President
Don ShafferExecutive Director
Stephanie MunozAccount Manager
Linda CooperArea a
Laura CastroArea B
Joe McmahonArea C
Lisa WaltersArea D
Kara JohnsonArea E
Anthony RogersArea F
Bonnie BagheriArea G
Denise VandoornArea H
Kyle SvobodaConvention Lead
Lindsey CharronPublic Info
Linda WestfallSecretary
Radon FortenberryTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Btf EnterprisesManagement Fees3540 SOQUEL AVENUE A, Santa Cruz, CA 95062-
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,552,138
Investment Income
$58,470
Other Revenue
$42,250
Change in Net Assets
$-273,224

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,652,858
Total Revenue per Audited Statements
$2,652,858
Total Revenue per Form 990
$2,652,858
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,692,947
Salaries, Compensation, and Employee Benefits$233,135
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$588,043$122,344-$710,387
Fees for Services Other-$350,570-$350,570
Fees for Services Management-$318,696-$318,696
Current Officers, Directors, Trustees, and Key Employees-$205,344-$205,344
All Other Expenses$95,385$57,581-$152,966
Other Expenses$131,102$45,040-$45,040
Fees for Services Accounting-$21,516-$21,516
Payroll Taxes-$18,068-$18,068
Insurance-$16,203-$16,203
Fees for Service Investment Mgmnt Fees-$14,659-$14,659
Other Salaries and Wages-$9,723-$9,723
Total Functional Expenses$1,746,338$1,179,744$0$2,926,082

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,926,082
Total Expenses per Audited Statements$2,926,082
Total Expenses per Form 990$2,926,082
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Leadership Legacy Fund$7,840
Deferred Payment$6,263
Scholarship Run$5,895
Sales Tax Payable$1,572
Bank of America Cc$1,082
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

Accounting and administrative duties for the organization are maintained by a professional management company

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

The treasurer, executive director and professional management review the form 990 with the preparer and discuss proposed adjustments, if any, from the internal books and records. If necessary, the treasurer discusses the results of the meeting with the exectuive officers.

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

An internal audit committee is formed each year to review the books and records of the organization, including review of contracts and agreements for services rendered and expenses reimbursed

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

Members have access to the annual financial records through the members' portal of the website.

Filing and Contact Details

Filer

Filer Name
California Association of Directors
EIN
33-0103776
Phone
8314644891
Address
3121 PARK AVE SUITE C, SOQUEL, CA 95073

Signing Officer

Name
Radon Fortenberry
Title
Treasurer
Signed
2021-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Noroian
Formed
1957
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
3
Volunteers
75

Preparer

Firm
Wahl Willemse & Wilson LLP CPAs
Address
401 E Main St, Turlock, CA 95380
Preparer
Amy Wilson CPA
Phone
2096690880
Supplemental Narrative

Additional Explanations

Amended Explanation

Form 990 parts i, viii, ix, x, and xi were amended for the following reasons:reclassify ppp proceeds as income, not a liability.remove payroll expenses that were already reported on the 2018 tax return.

Raw XML AppendixShowing 400 of 570 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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IRS990/AdvertisingGrp/TotalAmt00
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IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
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IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0true
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IRS990/ConferencesMeetingsGrp/TotalAmt0710387
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IRS990/ConservationEasementsInd0false
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BTF ENTERPRISES
IRS990/ContractorCompensationGrp/ServicesDesc0MANAGEMENT FEES
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt058470
IRS990/CYOtherExpensesAmt02692947
IRS990/CYOtherRevenueAmt042250
IRS990/CYProgramServiceRevenueAmt02552138
IRS990/CYRevenuesLessExpensesAmt0-273224
IRS990/CYSalariesCompEmpBnftPaidAmt0233135
IRS990/CYTotalExpensesAmt02926082
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02652858
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt00
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IRS990/DescribedInSection501c3Ind0true
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IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
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IRS990/FederalGrantAuditRequiredInd0false
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IRS990/FeesForServicesLobbyingGrp/TotalAmt00
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IRS990/ForeignOfficeInd0false
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IRS990/Form990PartVIISectionAGrp/PersonNm7LINDSEY CHARRON
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IRS990/Form990PartVIISectionAGrp/TitleTxt0LEADERSHIP DEV
IRS990/Form990PartVIISectionAGrp/TitleTxt1PROF DEVEL
IRS990/Form990PartVIISectionAGrp/TitleTxt2AREA A
IRS990/Form990PartVIISectionAGrp/TitleTxt3ACCOUNT MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt4Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7PUBLIC INFO
IRS990/Form990PartVIISectionAGrp/TitleTxt8President Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt9AREA C
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt11CONVENTION LEAD
IRS990/Form990PartVIISectionAGrp/TitleTxt12AREA B
IRS990/Form990PartVIISectionAGrp/TitleTxt13Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt14President
IRS990/Form990PartVIISectionAGrp/TitleTxt15AREA D
IRS990/Form990PartVIISectionAGrp/TitleTxt16AREA E
IRS990/Form990PartVIISectionAGrp/TitleTxt17AREA G
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IRS990/MissionDesc0PROVIDE TRAINING TO STUDENTS, MAINLY IN THE AREAS OF LEADERSHIP AND ACTIVITIES. aSSIST ACTIVITIES DIRECTORS AND OTHERS IN PROVIDING TRAINING AND RESOURCES TO SCHOOLS, TEACHERS AND OTHERS ACTIVE IN THE CALIFORNIA SCHOOL SYSTEM.
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3190740
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41866580
IRS990/ProgSrvcAccomActy2Grp/Desc0CONVENTION (ANNUAL) - FOUR DAYS OF MEETINGS AND EXHIBITS ATTENDED BY APPROXIMATELY 1,300 HIGH SCHOOL AND MIDDLE SCHOOL ACTIVITY DIRECTORS, ADMINISTRATORS, ASB CLERKS AND CLASS/CLUB ADVISORS FOR THE PURPOSE OF GETTING CONTINUED EDUCATION FOR STUDENT ACTIVITIES.
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IRS990/ProgSrvcAccomActy3Grp/Desc0LEADERSHIP CAMPS AND CASL CONFERENCES - CAMPS ARE HELD EACH SUMMER FOR HIGH SCHOOL AND MIDDLE SCHOOL STUDENTS TO EDUCATE THEM ON HOW TO EXECUTE A FULL YEAR OF A SCHOOL'S ACTIVITIES PROGRAM. CASL STATE CONFERENCE IS HELD ONCE A YEAR IN THE FALL FOR BOTH MIDDLE SCHOOL AND HIGH SCHOOL STUDENTS WHERE STUDENTS ARE EDUCATED IN LEADERSHIP SKILLS.
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IRS990/PYProgramServiceRevenueAmt04527863
IRS990/PYRevenuesLessExpensesAmt0103714
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IRS990/PYTotalRevenueAmt04598812
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00

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