Civic Intelligence

American Society for Training and Development

990EZ • Fiscal year 2016 • EIN 51-0222887

Jan 01, 2016 to Dec 31, 2016 • Filed on May 13, 2017

PO Box 217Rancho Cordova, CA 95741-0217

(916) 705-1474

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

31st percentile

-4.6%

Higher net margin than 31% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

24th percentile

-16%

Faster asset growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

44th percentile

-2.8%

Faster revenue growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$18,533

Down $3,403 (-16%) from 2015

Net Assets

Down

$18,533

Down $3,403 (-16%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$73,934

Down $2,161 (-2.8%) from 2015

Expenses

Down

$77,337

Down $8,490 (-9.9%) from 2015

Net Income

Up

-$3,403

Up $6,329 (+65%) from 2015

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2015: $21,936Liabilities 2015: $0Net Assets 2015: $21,9362015Assets 2016: $18,533Liabilities 2016: $0Net Assets 2016: $18,5332016Assets 2017: $15,371Liabilities 2017: $0Net Assets 2017: $15,3712017Assets 2018: $35,745Liabilities 2018: $0Net Assets 2018: $35,7452018Assets 2019: $34,224Liabilities 2019: $0Net Assets 2019: $34,2242019Assets 2020: $27,779Liabilities 2020: $0Net Assets 2020: $27,7792020Assets 2021: $27,740Liabilities 2021: $1,677Net Assets 2021: $26,0632021Assets 2022: $36,059Liabilities 2022: $0Net Assets 2022: $36,0592022Assets 2023: $34,673Liabilities 2023: $0Net Assets 2023: $34,6732023Assets 2024: $33,259Liabilities 2024: $0Net Assets 2024: $33,2592024

Highlighted filing

2016

Assets$18,533
Liabilities$0
Net Assets$18,533

Operations Trend

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

$100K$50K$0-$50KRevenue 2015: $76,095Expenses 2015: $85,827Net Income 2015: -$9,7322015Revenue 2016: $73,934Expenses 2016: $77,337Net Income 2016: -$3,4032016Revenue 2017: $66,410Expenses 2017: $69,572Net Income 2017: -$3,1622017Revenue 2018: $77,359Expenses 2018: $56,985Net Income 2018: $20,3742018Revenue 2019: $43,255Expenses 2019: $44,776Net Income 2019: -$1,5212019Revenue 2020: $23,087Expenses 2020: $29,532Net Income 2020: -$6,4452020Revenue 2021: $24,518Expenses 2021: $26,234Net Income 2021: -$1,7162021Revenue 2022: $26,782Expenses 2022: $16,786Net Income 2022: $9,9962022Revenue 2023: $15,895Expenses 2023: $17,281Net Income 2023: -$1,3862023Revenue 2024: $15,064Expenses 2024: $16,478Net Income 2024: -$1,4142024

Highlighted filing

2016

Revenue$73,934
Expenses$77,337
Net Income-$3,403
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 13, 2017
Return Version
2016v3.0
Gross Receipts
$73,934
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
See Schedule O-$76,737
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alex ReadOutgoing President-$0--
Michele MariscalPresident-$0--
Tod GreiderDirector Of Communication & Mrkting-$0--
Virginia CroweDirector Of Membership-$0--
Lisa BlutmanDirector Of Finance-$0--
Sarah CrawfordCo-Director Of Programs-$0--
Allison HorakCo-Director Of Programs-$0--
Filing and Contact Details

Filer

Filer Name
American Society for Training & Dev
EIN
51-0222887
Address
PO Box 217, Rancho Cordova, CA 95741-0217

Signing Officer

Name
Michele Mariscal
Title
President
Phone
6783575464
Signed
2017-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Peak Financial Tax Division Inc
Address
2520 Douglas Blvd Suite 110, Roseville, CA 95661
Preparer
Frederick M Coia
Phone
9166018241
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountSpecial Events 4,305Office expenses 906Insurance 1,130Fundamentals 9,183Administration 25,275Supplies 183Meetings - 7,297Meeting - Vendors 71Super sessions 11,432Meeting supplies 146Gifts and rewards 415Refunds 837Internet 77Web service 16Conferences 11,610Board Recognition 537Bank fees 1,306Member National Board 1,242Postage 164Filing fees/reports 605

Other program services Part III line 31

The Association of Talent Development (ATD) is the largest professional association in the world for those involved in training and talent development. The mission of the Sacramento Chapter of the ATD is to provide our members with professional development and networking opportunities with a local perspective. We have accomplished our mission for the last 41 years in Sacramento by providing: Professional Development (monthly workshops, programs, and events), Networking Opportunities, Professional Learning Resources, and Community Service. The Sacramento Chapter of ATD provides an environment for the exchange of ideas and information with other peers and professionals in the areas of training and development in a positive, supportive environment.

Raw XML Appendix175 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/PersonNm0Heather Rico
IRS990EZ/BooksInCareOfDetail/PhoneNum09167051474
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 217
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rancho Cordova
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0957410217
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021936
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018533
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt060706
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3403
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0600
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021936
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018533
IRS990EZ/GrossReceiptsAmt073934
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt013223
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021936
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018533
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021936
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018533
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt64.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Alex Read
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michele Mariscal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tod Greider
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Virginia Crowe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lisa Blutman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sarah Crawford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Allison Horak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Outgoing President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director of Communication & Mrkting
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director of Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director of Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Co-Director of Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Co-Director of Programs
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt076737
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt076737
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077337
IRS990EZ/TotalProgramServiceExpensesAmt076737
IRS990EZ/TotalRevenueAmt073934
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http://www.astdsac.org/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt073929
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt076090
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt075387
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt062847
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt038533
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0326786
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0326786
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073929
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt076090
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt075387
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062847
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt038533
IRS990ScheduleA/Total509Grp/TotalAmt0326786
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt073934
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt076095
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt075387
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt062847
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt038533
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0326796
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSpecial Events 4,305Office expenses 906Insurance 1,130Fundamentals 9,183Administration 25,275Supplies 183Meetings - 7,297Meeting - Vendors 71Super sessions 11,432Meeting supplies 146Gifts and rewards 415Refunds 837Internet 77Web service 16Conferences 11,610Board Recognition 537Bank fees 1,306Member National Board 1,242Postage 164Filing fees/reports 605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Association of Talent Development (ATD) is the largest professional association in the world for those involved in training and talent development. The mission of the Sacramento Chapter of the ATD is to provide our members with professional development and networking opportunities with a local perspective. We have accomplished our mission for the last 41 years in Sacramento by providing: Professional Development (monthly workshops, programs, and events), Networking Opportunities, Professional Learning Resources, and Community Service. The Sacramento Chapter of ATD provides an environment for the exchange of ideas and information with other peers and professionals in the areas of training and development in a positive, supportive environment.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other program services Part III line 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michele Mariscal
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06783575464
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0American Society for Training & Dev
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0510222887
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 217
ReturnHeader/Filer/USAddress/CityNm0Rancho Cordova
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0957410217
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D60CF26BDE7EF591A6CF6A45F8E440C006D3090C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D60CF26BDE7EF591A6CF6A45F8E440C006D3090C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId068154220171354rrnubr
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.67.196.29
ReturnHeader/FilingSecurityInformation/IPDt02017-05-15
ReturnHeader/FilingSecurityInformation/IPTm013:29:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811801907
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Peak Financial Tax Division Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02520 Douglas Blvd Suite 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Roseville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095661
ReturnHeader/PreparerPersonGrp/PhoneNum09166018241
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Frederick M Coia
ReturnHeader/ReturnTs02017-05-15T13:27:58-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings