Civic Intelligence

Western Regional Chapter-Napgcm

990EZ • Fiscal year 2016 • EIN 33-0570349

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization ProfileWESTERNGCM.ORG
1808 Tice Valley BlvdWalnut Creek, CA 94595

(925) 818-9663

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

25th percentile

-8.0%

Higher net margin than 25% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

48th percentile

1.6%

Faster asset growth than 48% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

68th percentile

9.8%

Faster revenue growth than 68% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$108,640

Up $3,358 (+3.2%) from 2014

Net Assets

Up

$108,640

Up $3,358 (+3.2%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Up

$128,838

Up $21,968 (+21%) from 2014

Expenses

Up

$139,087

Up $46,022 (+49%) from 2014

Net Income

Down

-$10,249

Down $24,054 (-174%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$150K$100K$50K$0Assets 2013: $91,477Net Assets 2013: $91,4772013Assets 2014: $105,282Net Assets 2014: $105,2822014Assets 2016: $108,640Net Assets 2016: $108,6402016Assets 2017: $60,867Net Assets 2017: $60,8672017Assets 2018: $65,683Net Assets 2018: $65,6832018Assets 2019: $64,857Net Assets 2019: $64,8572019Assets 2020: $62,530Net Assets 2020: $62,5302020

Highlighted filing

2016

Assets$108,640
Liabilities-
Net Assets$108,640
Open 2016 Filing

Operations Trend

Revenue Growth68th percentile

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

$150K$100K$50K$0-$50KRevenue 2013: $100,282Expenses 2013: $92,790Net Income 2013: $7,4922013Revenue 2014: $106,870Expenses 2014: $93,065Net Income 2014: $13,8052014Revenue 2016: $128,838Expenses 2016: $139,087Net Income 2016: -$10,2492016Revenue 2017: $48,711Expenses 2017: $96,484Net Income 2017: -$47,7732017Revenue 2018: $113,231Expenses 2018: $108,415Net Income 2018: $4,8162018Revenue 2019: $19,742Expenses 2019: $20,568Net Income 2019: -$8262019Revenue 2020: $65,988Expenses 2020: $73,315Net Income 2020: -$7,3272020

Highlighted filing

2016

Revenue$128,838
Expenses$139,087
Net Income-$10,249
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$128,838
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN MICHALISPresident-$0--
-President Elect-$0--
REBECCA MONTANOVice President-$0--
LINDA WILEYTreasurer-$0--
BONNIE CASTONGUAYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Western Regional Chapter-alca
EIN
33-0570349
Phone
9258189663
Address
1808 TICE VALLEY BLVD, WALNUT CREEK, CA 94595

Signing Officer

Name
Vince Brim
Title
Treasurer
Phone
9258189663
Signed
2017-05-15

Preparer

Firm
Constance L Knox Ea
Address
2325 MORRO RD, FALLBROOK, CA 92028-4410
Preparer
Constance L Knox Ea
Phone
7607234999
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“The organizations primary exempt purpose is the development,advancement nd promottion of humane and dignified social, psychological and health care for the elderly and theri families through assessment, counseling, treatment and the delivery of concrete services by qualified providers. The western regional chapter of the national association of professional geriatric care managers is committed to assuring the highest quality of care for the elderly and their failies through counseling, education, advocacy and standards of private practice.”

Other

“PART 111, LINE 28 - THE ORGANIZATION HOLDS AN ANNUAL CONFERENCE TO TRAIN MEMBERS IN THE SKILLS NEEDED TO PROVIDE THE HIGHEST QUALITY CARE FOR THE ELDERLY AND THEIR FAMILIES THROUGH COUNSELING, EDUCATION, ADVOCACY AND STANDARDS OF PRIVATE PRACTICE. iN ADDITION, THE CHAPTER MAINTAINS AN INFORMATIVE WEBSITE, HLDS LOCAL CLUSTER MEETINGS, AND PROVIDES PUBLIC POLICY UPDATES.”

Form 990EZ, Part I, Line 16

“Conference Food and Beverage 70144.”

Form 990EZ, Part I, Line 16

“Confrence Speaker/Education 3658.”

Form 990EZ, Part I, Line 16

“Conference Management 35678.”

Form 990EZ, Part I, Line 16

“Conference Costs and Supplies 3668.”

Form 990EZ, Part I, Line 16

“Conference Printing & Publishing 5303.”

Form 990EZ, Part I, Line 16

“Conference Awards & Reconition 2875.”

Form 990EZ, Part I, Line 16

“Conference Staff Travel 476.”

Form 990EZ, Part I, Line 16

“Conferance-Advertising 161.”

Form 990EZ, Part I, Line 16

“Conference - Bank Fees 2027.”

Form 990EZ, Part I, Line 16

“Conference Calls 640.”

Form 990EZ, Part I, Line 16

“Confrence CE 267.”

Form 990EZ, Part I, Line 16

“Membership Costs 3459.”

Form 990EZ, Part I, Line 16

“New Units 2380.”

Form 990EZ, Part I, Line 16

“Website & Computer 2860.”

Form 990EZ, Part I, Line 16

“Bank Charges-Admin 784.”

Form 990EZ, Part I, Line 16

“Education/Webinars 161.”

Form 990EZ, Part I, Line 16

“Franchise tax Board fee 38.”

Raw XML Appendix151 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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IRS990EZ/BenefitsPaidToOrForMembersAmt02263
IRS990EZ/BooksInCareOfDetail/PersonNm0VINCE BRIM
IRS990EZ/BooksInCareOfDetail/PhoneNum08585660065
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01808 Tice Valley Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Walnut Creek
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094595
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0118889
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0108640
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-10249
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02240
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0118889
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0108640
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0128838
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0118889
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0108640
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0Kathy Schiesser-Franks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROLYN MICHALIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REBECCA MONTANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDA WILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BONNIE CASTONGUAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0134579
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/PrintingPublicationsPostageAmt05
IRS990EZ/ProgramServiceRevenueAmt0107651
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE SCHEDULE O
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt02093
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0139087
IRS990EZ/TotalRevenueAmt0128838
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WESTERNGCM.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS THE DEVELOPMENT,ADVANCEMENT ND PROMOTTION OF HUMANE AND DIGNIFIED SOCIAL, PSYCHOLOGICAL AND HEALTH CARE FOR THE ELDERLY AND THERI FAMILIES THROUGH ASSESSMENT, COUNSELING, TREATMENT AND THE DELIVERY OF CONCRETE SERVICES BY QUALIFIED PROVIDERS. THE WESTERN REGIONAL CHAPTER OF THE NATIONAL ASSOCIATION OF PROFESSIONAL GERIATRIC CARE MANAGERS IS COMMITTED TO ASSURING THE HIGHEST QUALITY OF CARE FOR THE ELDERLY AND THEIR FAILIES THROUGH COUNSELING, EDUCATION, ADVOCACY AND STANDARDS OF PRIVATE PRACTICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PART 111, LINE 28 - THE ORGANIZATION HOLDS AN ANNUAL CONFERENCE TO TRAIN MEMBERS IN THE SKILLS NEEDED TO PROVIDE THE HIGHEST QUALITY CARE FOR THE ELDERLY AND THEIR FAMILIES THROUGH COUNSELING, EDUCATION, ADVOCACY AND STANDARDS OF PRIVATE PRACTICE. iN ADDITION, THE CHAPTER MAINTAINS AN INFORMATIVE WEBSITE, HLDS LOCAL CLUSTER MEETINGS, AND PROVIDES PUBLIC POLICY UPDATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conference Food and Beverage 70144.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Confrence Speaker/Education 3658.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conference Management 35678.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Conference Costs and Supplies 3668.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Conference Printing & Publishing 5303.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Conference Awards & Reconition 2875.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Conference Staff Travel 476.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Conferance-Advertising 161.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Conference - Bank Fees 2027.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Conference Calls 640.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Confrence CE 267.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Membership Costs 3459.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14New Units 2380.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Website & Computer 2860.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Bank Charges-Admin 784.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Education/Webinars 161.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Franchise tax Board fee 38.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0VINCE BRIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09258189663
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTERN REGIONAL CHAPTER-ALCA
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0330570349
ReturnHeader/Filer/PhoneNum09258189663
ReturnHeader/Filer/USAddress/AddressLine1Txt01808 TICE VALLEY BLVD
ReturnHeader/Filer/USAddress/CityNm0WALNUT CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094595
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FA6523332DFCFC01084572BB83A3D452B30E4990
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FA6523332DFCFC01084572BB83A3D452B30E4990
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.75.50.208
ReturnHeader/FilingSecurityInformation/IPDt02017-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm017:30:43
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONSTANCE L KNOX EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02325 MORRO RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FALLBROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920284410
ReturnHeader/PreparerPersonGrp/PhoneNum07607234999
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CONSTANCE L KNOX EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-09T17:30:57-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,640
Liabilities
-
Net assets
$108,640
Revenue
$128,838
Expenses
$139,087
Net income
-$10,249
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.63$0.63$0.66$0.73$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.20$0.21$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.66$1.13$1.08$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.49$0.96$0.48
2016Detailed filing. Detailed filing data is available for this year.$1.09$1.09$1.29$1.39$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.05$1.05$1.07$0.93$0.14
2013Detailed filing. Detailed filing data is available for this year.$0.91$0.91$1.00$0.93$0.07