Civic Intelligence

Professional Business Alliance

EIN 41-2044633 • 501(c)6 • Palm Desert, CA

Profile

BUSINESS NETWORKING

73680 Highway 111Palm Desert, CA 92260

pbaofthedesert.com

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

47th percentile

-0.3%

Higher net margin than 47% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

51st percentile

-0.4%

Faster asset growth than 51% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

24th percentile

-18%

Faster revenue growth than 24% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$16,863

Down $60 (-0.4%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$16,863

No earlier filing loaded for comparison.

Revenue

Down

$20,175

Down $4,472 (-18%) from 2024

Expenses

Up

$20,235

Up $1,947 (+11%) from 2024

Net Income

Down

-$60

Down $6,419 (-101%) from 2024

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $43,580Liabilities 2011: $794Net Assets 2011: $42,7862011Assets 2012: $30,279Net Assets 2012: $30,2792012Assets 2013: $26,714Liabilities 2013: $309Net Assets 2013: $26,4052013Assets 2014: $23,259Liabilities 2014: $122Net Assets 2014: $23,1372014Assets 2015: $26,847Liabilities 2015: $185Net Assets 2015: $26,6622015Assets 2016: $23,339Liabilities 2016: $142Net Assets 2016: $23,1972016Assets 2017: $19,978Liabilities 2017: $80Net Assets 2017: $19,8982017Assets 2018: $16,084Net Assets 2018: $16,0842018Assets 2019: $8,769Net Assets 2019: $8,7692019Assets 2020: $7,392Liabilities 2020: $960Net Assets 2020: $6,4322020Assets 2021: $5,376Liabilities 2021: $845Net Assets 2021: $4,5312021Assets 2022: $3,799Liabilities 2022: $100Net Assets 2022: $3,6992022Assets 2023: $10,564Net Assets 2023: $10,5642023Assets 2024: $16,923Liabilities 2024: $02024Assets 2025: $16,863Net Assets 2025: $16,8632025

Highlighted filing

2025

Assets$16,863
Liabilities-
Net Assets$16,863

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $34,086Expenses 2011: $32,501Net Income 2011: $1,5852011Revenue 2012: $41,377Expenses 2012: $53,884Net Income 2012: -$12,5072012Revenue 2013: $37,662Expenses 2013: $41,536Net Income 2013: -$3,8742013Revenue 2014: $39,473Expenses 2014: $42,741Net Income 2014: -$3,2682014Revenue 2015: $38,443Expenses 2015: $34,918Net Income 2015: $3,5252015Revenue 2016: $39,736Expenses 2016: $43,201Net Income 2016: -$3,4652016Revenue 2017: $34,359Expenses 2017: $36,864Net Income 2017: -$2,5052017Revenue 2018: $31,044Expenses 2018: $34,858Net Income 2018: -$3,8142018Revenue 2019: $27,952Expenses 2019: $35,267Net Income 2019: -$7,3152019Revenue 2020: $31,539Expenses 2020: $33,876Net Income 2020: -$2,3372020Revenue 2021: $3,953Expenses 2021: $5,854Net Income 2021: -$1,9012021Revenue 2022: $20,936Expenses 2022: $21,768Net Income 2022: -$8322022Revenue 2023: $24,152Expenses 2023: $17,287Net Income 2023: $6,8652023Revenue 2024: $24,647Expenses 2024: $18,288Net Income 2024: $6,3592024Revenue 2025: $20,175Expenses 2025: $20,235Net Income 2025: -$602025

Highlighted filing

2025

Revenue$20,175
Expenses$20,235
Net Income-$60

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.9$16.9$20.2$20.2$0.06
2024Summary only. Only limited summary data is available for this year.$16.9$0.00$24.6$18.3$6.36
2023Detailed filing. Detailed filing data is available for this year.$10.6$10.6$24.2$17.3$6.87
2022Detailed filing. Detailed filing data is available for this year.$3.80$0.10$3.70$20.9$21.8$0.83
2021Detailed filing. Detailed filing data is available for this year.$5.38$0.85$4.53$3.95$5.85$1.90
2020Detailed filing. Detailed filing data is available for this year.$7.39$0.96$6.43$31.5$33.9$2.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.77$8.77$28.0$35.3$7.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$16.1$31.0$34.9$3.81
2017Detailed filing. Detailed filing data is available for this year.$20.0$0.08$19.9$34.4$36.9$2.51
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.3$0.14$23.2$39.7$43.2$3.47
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.8$0.19$26.7$38.4$34.9$3.53
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.3$0.12$23.1$39.5$42.7$3.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.7$0.31$26.4$37.7$41.5$3.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.3$30.3$41.4$53.9$12.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.6$0.79$42.8$34.1$32.5$1.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jan 15, 2026
Return Version
2024v5.2
Gross Receipts
$20,175
Mission and Program Overview

Mission

BUSINESS NETWORKING

Program Services

DescriptionGrantsExpenses
THE PURPOSE OF THE ORGANIZATION IS TO PROMOTE THE MEMBERS BUSINESSES AND EDUCATE THE MEMBERS ON A VARIETY OF TOPICS RELATING TO THE BUSINESS WORLD. THE ORGANIZATION ALSO PROMOTES AND SUPPORTS SEVERAL FUNDRAISERS FOR NONPROFIT CHARITABLE ENTITIES LOCATED WITHIN THE COACHELLA VALLEY AND HELPS RAISE MONEY FOR THE VARIOUS CAUSES.-$16,596
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
IAN HELMSTADTERPresidentPT$0--
Cathy HelmstadterTreasurer-$0--
JOHN ROMANVice President-$0--
MIKE RENNERPast President-$0--
Filing and Contact Details

Filer

Filer Name
Professional Business Alliance
EIN
41-2044633
Address
73680 HIGHWAY 111, PALM DESERT, CA 92260

Signing Officer

Name
Cathy Helmstadter
Title
Treasurer
Signed
2026-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Cathy Ann Helmstadter & Associates Cpas Apc
Address
73680 HIGHWAY 111, PALM DESERT, CA 92260
Preparer
Cathy Helmstadter
Phone
7607765520
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $22

Other Expenses.1007

Conferences, Conventions, and Meetings $14727

Other Expenses.1012

Insurance $950

Other Expenses.1

SOFTWARE $1135

Other Expenses.2

BANK FEES $1083

Other Expenses.3

TELEPHONE $784

Other Expenses.4

LICENSES $20

Other Expenses.5

OFFICE SUPPLIES $14

Other Assets.1005

Accounts Receivable - Beginning $335 Accounts Receivable - Ending $695

Raw XML Appendix122 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CATHY HELMSTADTER
IRS990EZ/BooksInCareOfDetail/PhoneNum07607765520
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt073680 HIGHWAY 111
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALM DESERT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092260
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016588
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016168
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-60
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016923
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016863
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt020175
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt020175
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016923
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016863
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016923
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016863
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0IAN HELMSTADTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cathy Helmstadter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN ROMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIKE RENNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Past President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0335
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0695
IRS990EZ/OtherExpensesTotalAmt018735
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0BUSINESS NETWORKING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PURPOSE OF THE ORGANIZATION IS TO PROMOTE THE MEMBERS BUSINESSES AND EDUCATE THE MEMBERS ON A VARIETY OF TOPICS RELATING TO THE BUSINESS WORLD. THE ORGANIZATION ALSO PROMOTES AND SUPPORTS SEVERAL FUNDRAISERS FOR NONPROFIT CHARITABLE ENTITIES LOCATED WITHIN THE COACHELLA VALLEY AND HELPS RAISE MONEY FOR THE VARIOUS CAUSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016596
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt020235
IRS990EZ/TotalProgramServiceExpensesAmt016596
IRS990EZ/TotalRevenueAmt020175
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PBAOFTHEDESERT.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $22
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $14727
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SOFTWARE $1135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES $1083
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TELEPHONE $784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LICENSES $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OFFICE SUPPLIES $14
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Receivable - Beginning $335 Accounts Receivable - Ending $695
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1005
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cathy Helmstadter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROFESSIONAL BUSINESS ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0PROF
ReturnHeader/Filer/EIN0412044633
ReturnHeader/Filer/USAddress/AddressLine1Txt073680 HIGHWAY 111
ReturnHeader/Filer/USAddress/CityNm0PALM DESERT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092260
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263426456
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CATHY ANN HELMSTADTER & ASSOCIATES CPAS APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt073680 HIGHWAY 111
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALM DESERT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092260
ReturnHeader/PreparerPersonGrp/PhoneNum07607765520
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cathy Helmstadter
ReturnHeader/ReturnTs02026-01-15T06:15:20-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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