Civic Intelligence

San Diego Bankruptcy Forum

EIN 33-0354388 • 501(c)6 • San Diego, CA

Profile

Provide bankruptcy related educatonal programs to bankruptcy practitioners

3655 Nobel DriveSan Diego, CA 92122

www.sdbkforum.org

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

15th percentile

-36%

Higher net margin than 15% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2014

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 2014

Asset Growth

19th percentile

-36%

Faster asset growth than 19% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

72nd percentile

14%

Faster revenue growth than 72% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$19,588

Down $10,886 (-36%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$19,588

Down $10,886 (-36%) from 2013

Operations
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Up

$30,324

Up $3,771 (+14%) from 2013

Expenses

Up

$41,210

Up $11,097 (+37%) from 2013

Net Income

Down

-$10,886

Down $7,326 (-206%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$40K$30K$20K$10K$0Assets 2013: $30,474Net Assets 2013: $30,4742013Assets 2014: $19,588Net Assets 2014: $19,5882014

Highlighted filing

2014

Assets$19,588
Liabilities-
Net Assets$19,588
Open 2014 Filing

Operations Trend

Revenue Growth72nd percentile

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

$60K$40K$20K$0-$20KRevenue 2013: $26,553Expenses 2013: $30,113Net Income 2013: -$3,5602013Revenue 2014: $30,324Expenses 2014: $41,210Net Income 2014: -$10,8862014

Highlighted filing

2014

Revenue$30,324
Expenses$41,210
Net Income-$10,886
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,588
Liabilities
-
Net assets
$19,588
Revenue
$30,324
Expenses
$41,210
Net income
-$10,886
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$19.6$19.6$30.3$41.2$10.9
2013Detailed filing. Detailed filing data is available for this year.$30.5$30.5$26.6$30.1$3.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 2, 2015
Return Version
2014v5.0
Gross Receipts
$30,324
Mission and Program Overview

Mission

Provide bankruptcy related educatonal programs to bankruptcy practitioners

Provide bankruptcy related educatonal programs to bankruptcy practitioners.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION CONDUCTED MEETINGS AND SEMINARS PROVIDING BANKRUPTCY PROFESSIONALS WITH CURRENT PROFESSIONAL EDUCATION.$30,520-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J DAVISDirector-$0--
T HEADDENPresident-$0--
S EHRLICHDirector-$0--
C DOUGHERTYTreasurer-$0--
G J HOLTDirector-$0--
J DUTYVice President-$0--
T FATESDirector-$0--
W P FENNELLDirector-$0--
R LITTLEDirector-$0--
A S ROSENBERGSecretary-$0--
D SCHRIER-RAPEDirector-$0--
R K SWIGARTDirector-$0--
S THORNDirector-$0--
Filing and Contact Details

Filer

Filer Name
San Diego Bankruptcy Forum
EIN
33-0354388
Phone
8583208969
Address
3655 NOBEL DRIVE, SAN DIEGO, CA 92122

Signing Officer

Name
C Dougherty
Title
Treasurer
Signed
2015-09-02
Discuss with paid preparer
Yes

Preparer

Firm
Anton & Chia LLP
Address
12520 High Bluff Dr Ste 250, San Diego, CA 92130
Preparer
W Michael Corson CPA
Phone
8587921566
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $400”

Other Expenses.1

“EVENT EXPENSES $30520”

Other Expenses.2

“Bankruptcy forum dues $5166”

Other Expenses.3

“Charitable contributions $1820”

Other Expenses.4

“WEBSITE EXPENSE $1515”

Other Expenses.5

“PAYPAL FEES $896”

Other Expenses.6

“BOARD DINNER $500”

Other Expenses.7

“GIFT EXPENSE $363”

Other Expenses.8

“Dues and subscriptions $20”

Other Expenses.9

“TAXES $10”

Raw XML Appendix154 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12S THORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041210
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE BANKRUPTCY RELATED EDUCATONAL PROGRAMS TO BANKRUPTCY PRACTITIONERS.
IRS990EZ/ProgramServiceRevenueAmt020834
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030520
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041210
IRS990EZ/TotalProgramServiceExpensesAmt030520
IRS990EZ/TotalRevenueAmt030324
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.sdbkforum.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVENT EXPENSES $30520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANKRUPTCY FORUM DUES $5166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHARITABLE CONTRIBUTIONS $1820
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WEBSITE EXPENSE $1515
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN DIEGO BANKRUPTCY FORUM
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ReturnHeader/Filer/PhoneNum08583208969
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092130
ReturnHeader/PreparerPersonGrp/PhoneNum08587921566
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W Michael Corson CPA
ReturnHeader/ReturnTs02015-09-02T11:57:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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