Civic Intelligence

Greater Inland Empire Community Association Institute

990 • Fiscal year 2017 • EIN 33-0415633

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

Organization ProfileWWW.CAI-GRIE.ORG
5029 LA Mart Drive Suite ARiverside, CA 92507

(951) 784-8613

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.72x

Higher debt load relative to assets than 93% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.37x

Higher debt load relative to revenue than 82% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Net Margin

22nd percentile

-4.3%

Higher net margin than 22% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

60th percentile

$82,300

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 22.9% of source-year revenue.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Asset Growth

2nd percentile

-49%

Faster asset growth than 2% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

-1.7%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$181,458

Down $174,020 (-49%) from 2016

Net Assets

Down

$50,328

Down $15,542 (-24%) from 2016

Liabilities

Down

$131,130

Down $158,478 (-55%) from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin22nd percentile

Revenue

Down

$359,165

Down $6,388 (-1.7%) from 2016

Expenses

Down

$374,707

Down $8,381 (-2.2%) from 2016

Net Income

Up

-$15,542

Up $1,993 (+11%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$400K$300K$200K$100K$0-$100KAssets 2015: $280,251Liabilities 2015: $196,846Net Assets 2015: $83,4052015Assets 2016: $355,478Liabilities 2016: $289,608Net Assets 2016: $65,8702016Assets 2017: $181,458Liabilities 2017: $131,130Net Assets 2017: $50,3282017Assets 2018: $307,209Liabilities 2018: $291,962Net Assets 2018: $15,2472018Assets 2019: $227,030Liabilities 2019: $169,042Net Assets 2019: $57,9882019Assets 2020: $256,518Liabilities 2020: $173,972Net Assets 2020: $82,5462020Assets 2021: $277,413Liabilities 2021: $148,170Net Assets 2021: $129,2432021Assets 2022: $222,982Liabilities 2022: $86,574Net Assets 2022: $136,4082022Assets 2023: $160,747Liabilities 2023: $176,562Net Assets 2023: -$15,8152023Assets 2024: $263,259Liabilities 2024: $293,255Net Assets 2024: -$29,9962024

Highlighted filing

2017

Assets$181,458
Liabilities$131,130
Net Assets$50,328
Open 2017 Filing

Operations Trend

Revenue Growth34th percentile

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

$600K$400K$200K$0-$200KRevenue 2015: $354,723Expenses 2015: $364,051Net Income 2015: -$9,3282015Revenue 2016: $365,553Expenses 2016: $383,088Net Income 2016: -$17,5352016Revenue 2017: $359,165Expenses 2017: $374,707Net Income 2017: -$15,5422017Revenue 2018: $356,600Expenses 2018: $391,681Net Income 2018: -$35,0812018Revenue 2019: $423,900Expenses 2019: $381,159Net Income 2019: $42,7412019Revenue 2020: $341,100Expenses 2020: $316,542Net Income 2020: $24,5582020Revenue 2021: $379,026Expenses 2021: $332,329Net Income 2021: $46,6972021Revenue 2022: $357,366Expenses 2022: $350,201Net Income 2022: $7,1652022Revenue 2023: $279,844Expenses 2023: $352,988Net Income 2023: -$73,1442023Revenue 2024: $389,423Expenses 2024: $403,604Net Income 2024: -$14,1812024

Highlighted filing

2017

Revenue$359,165
Expenses$374,707
Net Income-$15,542
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.2
Gross Receipts
$508,636
Mission and Program Overview

Mission

Providing education on homeowners association issues to inland empire region of southern california

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$88,482$107,603▲ $19,121
Accounts Receivable$235,260$57,864▼ $177,396
Prepaid Expenses and Deferred Charges$31,736$15,991▼ $15,745
Savings and Temporary Cash Investments-$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-
Total Assets$355,478$181,458▼ $174,020
Other Assets Total-$0-
Liabilities
Deferred Revenue$251,331$106,248▼ $145,083
Accounts Payable and Accrued Expenses$38,277$24,882▼ $13,395
Total Liabilities$289,608$131,130▼ $158,478
Net Assets / Fund Balance
Unrestricted Net Assets$65,870$50,328▼ $15,542
Total Net Assets Fund Balance$65,870$50,328▼ $15,542
Total Liabilities and Net Assets / Fund Balance$355,478$181,458▼ $174,020
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Deborah R Judd-conlonExecutive DirectorFT$82,300$82,300

Board Members and Trustees

NameTitle
Robert SerdozPresident
Adam ArmitPresident Elect
George GallanesVice President
Brian HenryDirector
Jackie FromdahlDirector
Pat KingDirector
Robert RiddickDirector
Valerie HernandezDirector
Bob HarveySecretary
Eric ZarrSecretary
Phil HakopianTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$236,401
Investment Income
$0
Other Revenue
$122,764
Change in Net Assets
$-15,542
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$235,129
Salaries, Compensation, and Employee Benefits$139,578
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$102,297$25,574-$127,871
Conferences and Meetings$96,050$2,522-$98,572
Occupancy-$36,181-$36,181
Office Expenses$2,845$27,474-$30,319
Payroll Taxes$9,366$2,341-$11,707
Travel$10,323--$10,323
Insurance-$4,554-$4,554
Information Technology-$4,362-$4,362
Advertising-$2,354-$2,354
Other Expenses$1,151$159-$159
Total Functional Expenses$267,901$106,806$0$374,707
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$214,036
Fundraising Direct Expenses$149,471
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Monte Carlo$62,070$62,070$16,813$45,257
Golf Tournament$51,739$51,739$509$51,230
Total Events$213,990$213,990$149,471$64,519
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
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
Yes
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
Yes
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

“HOAs and Vendors for the industry pay dues to be members of the Institute.”

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

“No review was or will be conducted.”

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

“The board of directors enforces compliance with conflict of interest policy by discussing any possible conflict of interest at board meetings and follows through with any necessary adjustments needed to ensure compliance.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Executive committee consisting of president, vice president, past president, secretary and treasurer meets, annually reviews the performance of the executive director, and determines any bonus and next year's salary.”

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

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Greater Inland Empire Community
EIN
33-0415633
Phone
9517848613
Address
5029 LA MART DRIVE SUITE A, RIVERSIDE, CA 92507

Signing Officer

Name
Robert Serdoz
Title
President
Signed
2018-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Serdoz
Formed
1991
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
3
Volunteers
35

Preparer

Firm
Fox & Stephens CPAs Inc
Address
9302 Pittsburgh Ave Ste 200, Rancho Cucamonga, CA 91730
Preparer
Matthew Holland CPA
Phone
9099806050
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IRS990/OtherExpensesGrp/Desc2UBIT - FEDERAL
IRS990/OtherExpensesGrp/Desc3UBIT - STATE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01016
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1269
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2159
IRS990/OtherExpensesGrp/ProgramServicesAmt045869
IRS990/OtherExpensesGrp/ProgramServicesAmt11151
IRS990/OtherExpensesGrp/TotalAmt045869
IRS990/OtherExpensesGrp/TotalAmt12167
IRS990/OtherExpensesGrp/TotalAmt2269
IRS990/OtherExpensesGrp/TotalAmt3159
IRS990/OtherRevenueMiscGrp/BusinessCd0511140
IRS990/OtherRevenueMiscGrp/BusinessCd1511120
IRS990/OtherRevenueMiscGrp/BusinessCd2516110
IRS990/OtherRevenueMiscGrp/Desc0DIRECTORY
IRS990/OtherRevenueMiscGrp/Desc1MAGAZINE
IRS990/OtherRevenueMiscGrp/Desc2WEB ADVERTISING
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt026492
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt126451
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt25256
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt026492
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt126451
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt25256
IRS990/OtherRevenueTotalAmt058199
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt025574
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0102297
IRS990/OtherSalariesAndWagesGrp/TotalAmt0127871
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02341
IRS990/PayrollTaxesGrp/ProgramServicesAmt09366
IRS990/PayrollTaxesGrp/TotalAmt011707
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt031736
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015991
IRS990/PrincipalOfficerNm0ROBERT SERDOZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0BREAKFAST PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc1ESSENTIALS
IRS990/ProgramServiceRevenueGrp/Desc2LEGAL FORUM
IRS990/ProgramServiceRevenueGrp/Desc3LUNCH PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc4Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt024399
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15064
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24266
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3155642
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt445675
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt024399
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15064
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24266
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3155642
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt445675
IRS990/ProgSrvcAccomActy2Grp/Desc0PUBLICATION OF QUARTERLY MAGAZINE WITH ARTICLES ON LEADERSHIP, TRAINING, LEGAL AND ACCOUNTING ISSUES, AND LEGISLATIVE ISSUES.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0247189
IRS990/PYOtherRevenueAmt0130863
IRS990/PYProgramServiceRevenueAmt0234690
IRS990/PYRevenuesLessExpensesAmt0-17535
IRS990/PYSalariesCompEmpBnftPaidAmt0135899
IRS990/PYTotalExpensesAmt0383088
IRS990/PYTotalRevenueAmt0365553
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-15542
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0149471
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MONTE CARLO
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt062070
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt051739
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0100181
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0213990
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt062070
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt051739
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0100181
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0213990
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt064519
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt04406
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt03800
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt015184
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt023390
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08418
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025740
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016813
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0509
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt07
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt041511
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt012459
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt046371
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0100341
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HOAs and Vendors for the industry pay dues to be members of the Institute.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS ENFORCES COMPLIANCE WITH CONFLICT OF INTEREST POLICY BY DISCUSSING ANY POSSIBLE CONFLICT OF INTEREST AT BOARD MEETINGS AND FOLLOWS THROUGH WITH ANY NECESSARY ADJUSTMENTS NEEDED TO ENSURE COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXECUTIVE COMMITTEE CONSISTING OF PRESIDENT, VICE PRESIDENT, PAST PRESIDENT, SECRETARY AND TREASURER MEETS, ANNUALLY REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR, AND DETERMINES ANY BONUS AND NEXT YEAR'S SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0355478
IRS990/TotalAssetsEOYAmt0181458
IRS990/TotalAssetsGrp/BOYAmt0355478
IRS990/TotalAssetsGrp/EOYAmt0181458
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0106806
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0267901

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$181,458
Liabilities
$131,130
Net assets
$50,328
Revenue
$359,165
Expenses
$374,707
Net income
-$15,542
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.63$2.93$0.30$3.89$4.04$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$1.77$0.16$2.80$3.53$0.73
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.87$1.36$3.57$3.50$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$1.48$1.29$3.79$3.32$0.47
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$1.74$0.83$3.41$3.17$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$1.69$0.58$4.24$3.81$0.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$2.92$0.15$3.57$3.92$0.35
2017Detailed filing. Detailed filing data is available for this year.$1.81$1.31$0.50$3.59$3.75$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.55$2.90$0.66$3.66$3.83$0.18
2015Detailed filing. Detailed filing data is available for this year.$2.80$1.97$0.83$3.55$3.64$0.09