Civic Intelligence

Palm Beach County Chapter of Association of Legal Administrator

990EZ • Fiscal year 2019 • EIN 59-2816522

Apr 01, 2018 to Mar 31, 2019 • Filed on Jun 28, 2019

Organization ProfileWWW.PBCALA.ORG
11300 US Hwy 1 Suite 401Palm Beach Gardens, FL 33408

(561) 355-8800

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.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-122%

Higher net margin than 2% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

5th percentile

-57%

Faster asset growth than 5% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-26%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$25,086

Down $33,356 (-57%) from 2018

Net Assets

Down

$25,086

Down $33,356 (-57%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin2nd percentile

Revenue

Down

$27,310

Down $9,589 (-26%) from 2018

Expenses

Up

$60,666

Up $21,961 (+57%) from 2018

Net Income

Down

-$33,356

Down $31,550 (-1747%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth5th 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: $60,248Net Assets 2017: $60,2482017Assets 2018: $58,442Net Assets 2018: $58,4422018Assets 2019: $25,086Liabilities 2019: $0Net Assets 2019: $25,0862019Assets 2020: $23,162Net Assets 2020: $23,1622020Assets 2021: $25,834Net Assets 2021: $25,8342021

Highlighted filing

2019

Assets$25,086
Liabilities$0
Net Assets$25,086
Open 2019 Filing

Operations Trend

Revenue Growth13th 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

2019

Revenue$27,310
Expenses$60,666
Net Income-$33,356
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Jun 28, 2019
Return Version
2018v3.1
Gross Receipts
$27,310
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 Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DINA LOTZPresident-$0--
CHERYL SOLLENBERGERVice Preside-$0--
SARAH STEELETreasurer-$0--
BECKY COOKSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Palm Beach County Chapter Assoc of
EIN
59-2816522
Phone
5613558800
Address
11300 US HWY 1 SUITE 401, PALM BEACH GARDENS, FL 33408

Signing Officer

Name
Sarah Steele
Title
Treasurer
Phone
5613558800
Signed
2019-06-28
Discuss with paid preparer
Yes

Preparer

Firm
Harry Honan CPA Pc
Address
29 SAMOSET ST, PLYMOUTH, MA 02360-4551
Preparer
Harry J Honan
Phone
5085632218
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses conference costs 13,576 donations 2,500 member education 3,902 miscellaneous 2,171 tax preparation 675 legal expo costs 4,441 meeting exp 9,286 scholarships 4,689 special events 11,853 speakers 2,092 website 2,511 vendor appreciation 2,323 bank charges 647 total 60,666”

Form 990-ez, Part II, Line 24

“To make balance 143 0 total 143 0”

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 Appendix106 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/PersonNm0SARAH STEELE
IRS990EZ/BooksInCareOfDetail/PhoneNum05613558800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011300 US HIGHWAY ONE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALM BEACH GARDENS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033408
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058299
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025086
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-33356
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058442
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025086
IRS990EZ/GrossReceiptsAmt027310
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt015590
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058442
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025086
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058442
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025086
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DINA LOTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHERYL SOLLENBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH STEELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BECKY COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0143
IRS990EZ/OtherExpensesTotalAmt060666
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ADVANCING EDUCATION AND PROFESSIONALISM OF COMMUNITY LEGAL ADMINISTRATION.
IRS990EZ/ProgramServiceRevenueAmt011720
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/TotalExpensesAmt060666
IRS990EZ/TotalRevenueAmt027310
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.PBCALA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCE COSTS 13,576 DONATIONS 2,500 MEMBER EDUCATION 3,902 MISCELLANEOUS 2,171 TAX PREPARATION 675 LEGAL EXPO COSTS 4,441 MEETING EXP 9,286 SCHOLARSHIPS 4,689 SPECIAL EVENTS 11,853 SPEAKERS 2,092 WEBSITE 2,511 VENDOR APPRECIATION 2,323 BANK CHARGES 647 TOTAL 60,666
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO MAKE BALANCE 143 0 TOTAL 143 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MONTHLY 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 II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH STEELE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05613558800
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PALM BEACH COUNTY CHAPTER ASSOC OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LEGAL ADMINISTRATORS INC
ReturnHeader/Filer/BusinessNameControlTxt0PALM
ReturnHeader/Filer/EIN0592816522
ReturnHeader/Filer/PhoneNum05613558800
ReturnHeader/Filer/USAddress/AddressLine1Txt011300 US HWY 1 SUITE 401
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH GARDENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033408
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D24A97F3A54E3EF5F2C1D6E9C934348A4E26F8BA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0410D857BB3B107256A3EA8782009B7A346B8514F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.119.217.9
ReturnHeader/FilingSecurityInformation/IPDt02019-08-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:59:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043567748
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARRY HONAN CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt029 SAMOSET ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLYMOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0023604551
ReturnHeader/PreparerPersonGrp/PhoneNum05085632218
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRY J HONAN
ReturnHeader/ReturnTs02019-08-05T08:59:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-04-01
ReturnHeader/TaxPeriodEndDt02019-03-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,086
Liabilities
$0
Net assets
$25,086
Revenue
$27,310
Expenses
$60,666
Net income
-$33,356
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
2019Detailed filing. Detailed filing data is available for this year.$25.1$0.00$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.2$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