Civic Intelligence

Western Regional Chapter-Napgcm

990EZ • Fiscal year 2017 • EIN 33-0570349

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 05, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

3rd percentile

-98%

Higher net margin than 3% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

7th percentile

-44%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

3rd percentile

-62%

Faster revenue growth than 3% of similar nonprofits.

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

Assets

Down

$60,867

Down $47,773 (-44%) from 2016

Net Assets

Down

$60,867

Down $47,773 (-44%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$48,711

Down $80,127 (-62%) from 2016

Expenses

Down

$96,484

Down $42,603 (-31%) from 2016

Net Income

Down

-$47,773

Down $37,524 (-366%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$60,867
Liabilities-
Net Assets$60,867

Operations Trend

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

2017

Revenue$48,711
Expenses$96,484
Net Income-$47,773
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 5, 2018
Return Version
2017v2.2
Gross Receipts
$48,711
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY FRANKSPresident-$0--
-President Elect-$0--
SUSAN VALOFFVice President-$0--
VINCENT BRIMMTreasurer-$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
2018-11-05

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 8

Sponsorship 533.

Form 990EZ, Part I, Line 8

Refund state corporate taxes 150.

Form 990EZ, Part I, Line 16

Conference Food and Beverage 33030.

Form 990EZ, Part I, Line 16

Confrence Speaker/Education 4645.

Form 990EZ, Part I, Line 16

Conference Management 35579.

Form 990EZ, Part I, Line 16

Conference Costs and Supplies 2532.

Form 990EZ, Part I, Line 16

Conference Printing & Publishing 7340.

Form 990EZ, Part I, Line 16

Conference Awards & Reconition 100.

Form 990EZ, Part I, Line 16

Conference Staff Travel 887.

Form 990EZ, Part I, Line 16

Conferance-National Registration 1868.

Form 990EZ, Part I, Line 16

Conference - Telephone conference calls 261.

Form 990EZ, Part I, Line 16

Administrative-Webinars 100.

Form 990EZ, Part I, Line 16

Adminstrative - National Conference 542.

Form 990EZ, Part I, Line 16

Administrative - New Units 422.

Form 990EZ, Part I, Line 16

Adminstrative - Board Meeting Expense 1185.

Form 990EZ, Part I, Line 16

Administrative - Office and computer Expense 540.

Form 990EZ, Part I, Line 16

Administrative - Charitable 2385.

Form 990EZ, Part I, Line 16

Administrative - Scholorships 650.

Form 990EZ, Part I, Line 16

Administrative - FTB 10.

Form 990EZ, Part I, Line 16

Administrative - Website Expense 1991.

Raw XML Appendix156 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/BooksInCareOfDetail/PhoneNum08585660065
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01808 Tice Valley Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Walnut Creek
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094595
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0108640
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHY FRANKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSAN VALOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VINCENT BRIMM
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/OtherExpensesTotalAmt094067
IRS990EZ/OtherRevenueTotalAmt0683
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramServiceRevenueAmt030554
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE SCHEDULE O
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt096484
IRS990EZ/TotalRevenueAmt048711
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/ExplanationTxt2Sponsorship 533.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Refund state corporate taxes 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conference Food and Beverage 33030.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Confrence Speaker/Education 4645.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Conference Management 35579.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Conference Costs and Supplies 2532.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Conference Printing & Publishing 7340.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Conference Awards & Reconition 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Conference Staff Travel 887.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Conferance-National Registration 1868.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Conference - Telephone conference calls 261.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Administrative-Webinars 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Adminstrative - National Conference 542.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Administrative - New Units 422.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Adminstrative - Board Meeting Expense 1185.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Administrative - Office and computer Expense 540.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Administrative - Charitable 2385.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Administrative - Scholorships 650.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Administrative - FTB 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Administrative - Website Expense 1991.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 8
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0VINCE BRIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09258189663
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-05
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/IPDt02018-12-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:13:15
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/PreparationDt02018-12-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CONSTANCE L KNOX EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-12-07T15:13:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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