Civic Intelligence

Palm Beach County Chapter of Association of Legal Administrator

990EZ • Fiscal year 2017 • EIN 59-2816522

Apr 01, 2016 to Mar 31, 2017 • Filed on Nov 15, 2017

Organization ProfileWWW.PBCALA.ORG
3001 Pga BlvdPalm Beach Gardens, FL 33410

(772) 286-1700

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

29th percentile

-5.7%

Higher net margin than 29% 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

36th percentile

-3.8%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

90th percentile

39%

Faster revenue growth than 90% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$60,248

Down $2,392 (-3.8%) from 2016

Net Assets

Down

$60,248

Down $2,392 (-3.8%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin29th percentile

Revenue

Up

$42,103

Up $11,866 (+39%) from 2016

Expenses

Down

$44,495

Down $1,179 (-2.6%) from 2016

Net Income

Up

-$2,392

Up $13,045 (+85%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$100K$50K$0Assets 2012: $82,197Liabilities 2012: $02012Assets 2013: $68,717Liabilities 2013: $02013Assets 2014: $61,975Net Assets 2014: $61,9752014Assets 2015: $78,077Net Assets 2015: $78,0772015Assets 2016: $62,640Net Assets 2016: $62,6402016Assets 2017: $60,248Liabilities 2017: $0Net Assets 2017: $60,2482017Assets 2018: $58,442Net Assets 2018: $58,4422018Assets 2019: $25,086Net Assets 2019: $25,0862019Assets 2020: $23,162Net Assets 2020: $23,1622020Assets 2021: $25,834Net Assets 2021: $25,8342021

Highlighted filing

2017

Assets$60,248
Liabilities$0
Net Assets$60,248
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

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

$100K$50K$0-$50KRevenue 2012: $83,388Expenses 2012: $64,266Net Income 2012: $19,1222012Revenue 2013: $82,211Expenses 2013: $95,691Net Income 2013: -$13,4802013Revenue 2014: $68,393Expenses 2014: $75,135Net Income 2014: -$6,7422014Revenue 2015: $69,104Expenses 2015: $53,002Net Income 2015: $16,1022015Revenue 2016: $30,237Expenses 2016: $45,674Net Income 2016: -$15,4372016Revenue 2017: $42,103Expenses 2017: $44,495Net Income 2017: -$2,3922017Revenue 2018: $36,899Expenses 2018: $38,705Net Income 2018: -$1,8062018Revenue 2019: $27,310Expenses 2019: $60,666Net Income 2019: -$33,3562019Revenue 2020: $35,507Expenses 2020: $37,431Net Income 2020: -$1,9242020Revenue 2021: $8,129Expenses 2021: $5,457Net Income 2021: $2,6722021

Highlighted filing

2017

Revenue$42,103
Expenses$44,495
Net Income-$2,392
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$42,103
Mission and Program Overview

Mission

Advancing education and professionalism of community legal administration.

Program Services

DescriptionGrantsExpenses
MONTHLY EDUCATION MEETINGS THROUGHOUT THE YEAR WITH NATIONAL SPEAKERS DISCUSSING LEGAL ADMIN TOPICS CRITICAL TO LAW FIRM ADMINISTRATION FOR THE BENEFIT OF 75+ INDIVIDUALS. PROVIDED FUNDS TO LOCAL NON PROFIT AND CHARITABLE ORGANIZATIONS THAT BENEFITS MORE THAN 100 INDIVIDUALS. PROVIDED EDUCATIONAL SCHOLARSHIPS TO LOCAL INDIVIDUAL CHILDREN.--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM AYERSVice Preside-$0--
LAURA YORKPresident-$0--
DINA LOTZTreasurer-$0--
CHERYL SOLLENBERGERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Palm Beach County Chapter Assoc of
EIN
59-2816522
Phone
7722861700
Address
3001 PGA BLVD, PALM BEACH GARDENS, FL 33410

Signing Officer

Name
Laura York
Title
President
Phone
5616258400
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Harry Honan CPA Pc
Address
1051 SINGER DRIVE, RIVIERA BEACH, FL 33404
Preparer
Harry J Honan
Phone
5085632218
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses conference costs 9,387 donations 308 member education 5,711 miscellaneous 1,021 tax preparation 595 legal expo costs 2,079 meeting exp 7,935 scholarships 3,000 special events 5,296 speakers 8,233 insurance 125 website 719 postage 25 state filing fees 61 total 44,495”

Form 990-ez, Part III, Line 28

“Monthly education meetings throughout the year with national speakers discussing legal admin topics critical to law firm administration for the benefit of 75+ individuals. Provided funds to local non profit and charitable organizations that benefits more than 100 individuals. Provided educational scholarships to local individual children.”

Raw XML Appendix97 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/PersonNm0DINA LOTZ
IRS990EZ/BooksInCareOfDetail/PhoneNum07722861700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05220 HOOD RD SUITE 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALM BEACH GARDENS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033418
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062640
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060248
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2392
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt062640
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060248
IRS990EZ/GrossReceiptsAmt042103
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt010711
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062640
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060248
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt062640
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060248
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIM AYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURA YORK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DINA LOTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHERYL SOLLENBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044495
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ADVANCING EDUCATION AND PROFESSIONALISM OF COMMUNITY LEGAL ADMINISTRATION.
IRS990EZ/ProgramServiceRevenueAmt031392
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MONTHLY EDUCATION MEETINGS THROUGHOUT THE YEAR WITH NATIONAL SPEAKERS DISCUSSING LEGAL ADMIN TOPICS CRITICAL TO LAW FIRM ADMINISTRATION FOR THE BENEFIT OF 75+ INDIVIDUALS. PROVIDED FUNDS TO LOCAL NON PROFIT AND CHARITABLE ORGANIZATIONS THAT BENEFITS MORE THAN 100 INDIVIDUALS. PROVIDED EDUCATIONAL SCHOLARSHIPS TO LOCAL INDIVIDUAL CHILDREN.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044495
IRS990EZ/TotalRevenueAmt042103
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.PBCALA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCE COSTS 9,387 DONATIONS 308 MEMBER EDUCATION 5,711 MISCELLANEOUS 1,021 TAX PREPARATION 595 LEGAL EXPO COSTS 2,079 MEETING EXP 7,935 SCHOLARSHIPS 3,000 SPECIAL EVENTS 5,296 SPEAKERS 8,233 INSURANCE 125 WEBSITE 719 POSTAGE 25 STATE FILING FEES 61 TOTAL 44,495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MONTHLY EDUCATION MEETINGS THROUGHOUT THE YEAR WITH NATIONAL SPEAKERS DISCUSSING LEGAL ADMIN TOPICS CRITICAL TO LAW FIRM ADMINISTRATION FOR THE BENEFIT OF 75+ INDIVIDUALS. PROVIDED FUNDS TO LOCAL NON PROFIT AND CHARITABLE ORGANIZATIONS THAT BENEFITS MORE THAN 100 INDIVIDUALS. PROVIDED EDUCATIONAL SCHOLARSHIPS TO LOCAL INDIVIDUAL CHILDREN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA YORK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05616258400
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PALM BEACH COUNTY CHAPTER ASSOC OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LEGAL ADMINISTRATORS INC
ReturnHeader/Filer/BusinessNameControlTxt0PALM
ReturnHeader/Filer/EIN0592816522
ReturnHeader/Filer/PhoneNum07722861700
ReturnHeader/Filer/USAddress/AddressLine1Txt03001 PGA BLVD
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH GARDENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033410
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05E1012B430DD1469A42E16E3143BC96CC274A1CE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05E1012B430DD1469A42E16E3143BC96CC274A1CE
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273392818
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARRY HONAN CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01051 SINGER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIVIERA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033404
ReturnHeader/PreparerPersonGrp/PhoneNum05085632218
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRY J HONAN
ReturnHeader/ReturnTs02017-11-15T16:40:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$60,248
Liabilities
$0
Net assets
$60,248
Revenue
$42,103
Expenses
$44,495
Net income
-$2,392
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$25.8$25.8$8.13$5.46$2.67
2020Detailed filing. Detailed filing data is available for this year.$23.2$23.2$35.5$37.4$1.92
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.1$25.1$27.3$60.7$33.4
2018Detailed filing. Detailed filing data is available for this year.$58.4$58.4$36.9$38.7$1.81
2017Detailed filing. Detailed filing data is available for this year.$60.2$0.00$60.2$42.1$44.5$2.39
2016Detailed filing. Detailed filing data is available for this year.$62.6$62.6$30.2$45.7$15.4
2015Detailed filing. Detailed filing data is available for this year.$78.1$78.1$69.1$53.0$16.1
2014Detailed filing. Detailed filing data is available for this year.$62.0$62.0$68.4$75.1$6.74
2013Summary only. Only limited summary data is available for this year.$68.7$0.00$82.2$95.7$13.5
2012Summary only. Only limited summary data is available for this year.$82.2$0.00$83.4$64.3$19.1