Civic Intelligence

California Assn of Mutual Water Companie

990 • Fiscal year 2017 • EIN 46-3976195

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 24, 2018

Organization ProfileCALMUTUALS.ORG
PO Box 1338Whittier, CA 90609

(562) 947-3811

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

73rd percentile

12%

Higher net margin than 73% 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

84th percentile

31%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

47th percentile

-0.5%

Faster revenue growth than 47% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$124,071

Up $29,194 (+31%) from 2016

Net Assets

Up

$124,071

Up $29,194 (+31%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin73rd percentile

Revenue

Down

$242,537

Down $1,231 (-0.5%) from 2016

Expenses

Down

$213,343

Down $15,562 (-6.8%) from 2016

Net Income

Up

$29,194

Up $14,331 (+96%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$1.0M$500K$0Assets 2013: $39,700Liabilities 2013: $1002013Assets 2014: $73,363Liabilities 2014: $0Net Assets 2014: $73,3632014Assets 2015: $80,014Liabilities 2015: $0Net Assets 2015: $80,0142015Assets 2016: $94,877Liabilities 2016: $0Net Assets 2016: $94,8772016Assets 2017: $124,071Liabilities 2017: $0Net Assets 2017: $124,0712017Assets 2018: $185,953Liabilities 2018: $0Net Assets 2018: $185,9532018Assets 2019: $292,305Liabilities 2019: $0Net Assets 2019: $292,3052019Assets 2020: $379,015Liabilities 2020: $0Net Assets 2020: $379,0152020Assets 2021: $460,064Liabilities 2021: $0Net Assets 2021: $460,0642021Assets 2022: $719,890Liabilities 2022: $0Net Assets 2022: $719,8902022Assets 2023: $643,300Liabilities 2023: $250Net Assets 2023: $643,0502023Assets 2024: $925,436Liabilities 2024: $250,000Net Assets 2024: $675,4362024

Highlighted filing

2017

Assets$124,071
Liabilities$0
Net Assets$124,071
Open 2017 Filing

Operations Trend

Revenue Growth47th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2013: $48,100Expenses 2013: $8,500Net Income 2013: $39,6002013Revenue 2014: $211,943Expenses 2014: $178,180Net Income 2014: $33,7632014Revenue 2015: $289,809Expenses 2015: $283,158Net Income 2015: $6,6512015Revenue 2016: $243,768Expenses 2016: $228,905Net Income 2016: $14,8632016Revenue 2017: $242,537Expenses 2017: $213,343Net Income 2017: $29,1942017Revenue 2018: $274,505Expenses 2018: $212,623Net Income 2018: $61,8822018Revenue 2019: $413,051Expenses 2019: $306,699Net Income 2019: $106,3522019Revenue 2020: $342,232Expenses 2020: $255,522Net Income 2020: $86,7102020Revenue 2021: $461,532Expenses 2021: $380,483Net Income 2021: $81,0492021Revenue 2022: $722,616Expenses 2022: $462,790Net Income 2022: $259,8262022Revenue 2023: $507,092Expenses 2023: $583,932Net Income 2023: -$76,8402023Revenue 2024: $1,663,640Expenses 2024: $1,631,254Net Income 2024: $32,3862024

Highlighted filing

2017

Revenue$242,537
Expenses$213,343
Net Income$29,194
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 24, 2018
Return Version
2017v2.2
Gross Receipts
$242,537
Mission and Program Overview

Mission

The organization provides a unifying voice for ca's mutual water companies. It is dedicated to facilitating the exchange of quality information, offering valuable resources & representing its members thru grassroots activites & statewide lobbying.

The organization provides a unifying voice for california's mutual water companies. It is dedicated to facilitate the exchange of quality information, offer valuable resources and represents its members through grassroots activities and statewide lobbying.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$61,836$86,030▲ $24,194
Accounts Receivable$33,041$38,041▲ $5,000
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$94,877$124,071▲ $29,194
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$94,877$124,071▲ $29,194
Total Net Assets Fund Balance$94,877$124,071▲ $29,194
Total Liabilities and Net Assets / Fund Balance$94,877$124,071▲ $29,194
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Lisa Yamashita-LopezPresident
David ArmstrongVice President
Doug NunneleyDirector
James ByerrumDirector
Kenneth BradburyDirector
Kenneth TchengDirector
Michael PalazzoDirector
Rick CookDirector
Adan OrtegaExecutive Director
David MichalkoSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$175,056
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$67,481
Change in Net Assets
$29,194
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$213,343
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$120,000
Fees for Services Lobbying$60,000--$60,000
Fees for Services Legal---$13,466
Travel---$5,840
Conferences and Meetings---$5,130
Office Expenses---$4,998
Advertising---$1,881
Insurance---$1,103
Fees for Services Accounting---$800
Other Expenses---$30
Total Functional Expenses$60,000$0$0$213,343
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
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
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Board and officers members follow internal policies and procedures to review drafted income tax returns to fully understand form 990 and ensure accuracy in tax returns.”

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

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
California Association
EIN
46-3976195
Phone
5629473811
Address
PO BOX 1338, WHITTIER, CA 90609

Signing Officer

Name
Lisa Yamashita-lopez
Title
President
Signed
2018-09-24
Discuss with paid preparer
Yes

Organization Details

Formed
2013
Voting Board Members
8
Independent Board Members
0
Employees
0

Preparer

Firm
Pacific International CPA
Address
300 S Harbor 808, Anaheim, CA 92805
Preparer
Linda Sung
Phone
7149324455
Raw XML Appendix358 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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IRS990/ProgSrvcAccomActy3Grp/Desc0THE ORGANIZATION MONITORED AND TRACKED CA ASSEMBLY BILLS THAT IMPACT MUTUAL WATER ASSOCIATIONS.
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt029194
IRS990/RegularMonitoringEnfrcInd0false
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/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION LOBBIED FOR SUCCESSFUL PASSAGE OF AB656 WHICH ALLOWED THE FORMATION OF THE CALMUTUALS JOINT POWERS RISK INSURANCE AND MANAGEMENT AUTHORITY. ALSO, THE ASSOCIATION SUCCESSFULLY LOBBIED FOR CHANGES TO AB1077 WHICH WOULD HAVE REQUIRED MUTUAL WATER COMPANIES TO TELECAST OR WEBCAST ALL MEETINGS.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I-A, Line 1 - Direct and Indirect Political Campaign Activities
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD AND OFFICERS MEMBERS FOLLOW INTERNAL POLICIES AND PROCEDURES TO REVIEW DRAFTED INCOME TAX RETURNS TO FULLY UNDERSTAND FORM 990 AND ENSURE ACCURACY IN TAX RETURNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 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/TotalAssetsBOYAmt094877
IRS990/TotalAssetsEOYAmt0124071
IRS990/TotalAssetsGrp/BOYAmt094877
IRS990/TotalAssetsGrp/EOYAmt0124071
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0175056
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt060000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0213343
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt094877
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0124071
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt067481
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0242537
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt094877
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0124071
IRS990/TravelGrp/TotalAmt05840
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt094877
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0124071
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0HTTP://CALMUTUALS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA YAMASHITA-LOPEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF MUTUAL WATER COMPANIES
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0463976195
ReturnHeader/Filer/PhoneNum05629473811
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1338
ReturnHeader/Filer/USAddress/CityNm0WHITTIER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090609
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823559877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pacific International CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 S Harbor 808
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Anaheim
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092805
ReturnHeader/PreparerPersonGrp/PhoneNum07149324455
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Linda Sung
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-09-24T13:38:19-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$124,071
Liabilities
$0
Net assets
$124,071
Revenue
$242,537
Expenses
$213,343
Net income
$29,194
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.25$0.68$1.66$1.63$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.51$0.58$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.72$0.46$0.26
2021Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.46$0.38$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.34$0.26$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.41$0.31$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.27$0.21$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.24$0.21$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.24$0.23$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.29$0.28$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.21$0.18$0.03
2013Summary only. Only limited summary data is available for this year.$0.04$0.00$0.05$0.01$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)6 • <$500k nonprofits