Civic Intelligence

Building Owners & Managers Association

990 • Fiscal year 2013 • EIN 68-0119845

Jan 01, 2013 to Dec 31, 2013 • Filed on May 10, 2014

1215 K Street No 2290Clarksburg, CA 95814

(916) 443-9092

Siviq Scores

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

Liabilities / Assets

85th percentile

0.32x

Higher debt load relative to assets than 85% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

84th percentile

0.19x

Higher debt load relative to revenue than 84% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

22nd percentile

-9.2%

Higher net margin than 22% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

74th percentile

18%

Faster asset growth than 74% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$231,781

Up $35,015 (+18%) from 2012

Net Assets

Down

$158,360

Down $35,529 (-18%) from 2012

Liabilities

Up

$73,421

Up $70,544 (+2452%) from 2012

Revenue

$388,287

No earlier filing loaded for comparison.

Expenses

Up

$423,816

Up $37,983 (+9.8%) from 2012

Net Income

-$35,529

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $196,766Liabilities 2012: $2,877Net Assets 2012: $193,8892012Assets 2013: $231,781Liabilities 2013: $73,421Net Assets 2013: $158,3602013Assets 2014: $189,700Liabilities 2014: $15,450Net Assets 2014: $174,2502014Assets 2015: $215,039Liabilities 2015: $22,050Net Assets 2015: $192,9892015Assets 2016: $271,813Liabilities 2016: $84,705Net Assets 2016: $187,1082016Assets 2017: $269,838Liabilities 2017: $53,063Net Assets 2017: $216,7752017Assets 2018: $287,326Liabilities 2018: $58,047Net Assets 2018: $229,2792018Assets 2019: $271,030Liabilities 2019: $43,819Net Assets 2019: $227,2112019Assets 2020: $248,327Liabilities 2020: $32,378Net Assets 2020: $215,9492020Assets 2022: $263,953Liabilities 2022: $38,182Net Assets 2022: $225,7712022Assets 2024: $167,697Liabilities 2024: $42,066Net Assets 2024: $125,6312024

Highlighted filing

2013

Assets$231,781
Liabilities$73,421
Net Assets$158,360

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2012: $385,8332012Revenue 2013: $388,287Expenses 2013: $423,816Net Income 2013: -$35,5292013Revenue 2014: $352,978Expenses 2014: $337,088Net Income 2014: $15,8902014Revenue 2015: $358,426Expenses 2015: $339,687Net Income 2015: $18,7392015Revenue 2016: $268,250Expenses 2016: $274,131Net Income 2016: -$5,8812016Revenue 2017: $305,978Expenses 2017: $276,311Net Income 2017: $29,6672017Revenue 2018: $358,934Expenses 2018: $346,430Net Income 2018: $12,5042018Revenue 2019: $351,116Expenses 2019: $353,184Net Income 2019: -$2,0682019Revenue 2020: $232,603Expenses 2020: $243,935Net Income 2020: -$11,3322020Revenue 2022: $359,558Expenses 2022: $350,472Net Income 2022: $9,0862022Revenue 2024: $427,311Expenses 2024: $480,739Net Income 2024: -$53,4282024

Highlighted filing

2013

Revenue$388,287
Expenses$423,816
Net Income-$35,529
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 10, 2014
Return Version
2013v3.0
Gross Receipts
$388,287
Mission and Program Overview

Mission

Boma's primary mission is to actively represent and promote the interests of the commercial real estate industry through effective leadership and advocacy, through the collection, analysis and dissemination of information, and through professional development.

Boma's primary mission is to actively represent and promote the interests of the commercial real estate industry through effective leadership and advocacy. This is accomplished through the collection, analysis, and dissemination of information, and through professional development.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$196,766$217,431▲ $20,665
Rtn Earn Endowment Incm Other Fnds$193,889$158,360▼ $35,529
Accounts Receivable-$14,350-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$196,766$231,781▲ $35,015
Liabilities
Deferred Revenue-$56,520-
Accounts Payable and Accrued Expenses-$16,901-
Other Liabilities$2,877$0▼ $2,877
Total Liabilities$2,877$73,421▲ $70,544
Net Assets / Fund Balance
Total Net Assets Fund Balance$193,889$158,360▼ $35,529
Total Liabilities and Net Assets / Fund Balance$196,766$231,781▲ $35,015
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ms Brenda DaigleImmediate Past President
Mr Dave MastroPresident
Ms Julie GephartPresident Elect
Angel JonesBoard Member
Brent EstesBoard Member
Delaine WardBoard Member
Dianna BerryBoard Member
Kim WaltnerBoard Member
Louis OrlandoBoard Member
MR TOM O'NEILBoard Member
Mr David CreegganBoard Member
Mr Rob PerkinsBoard Member
Ms Claudette RussellBoard Member
Ms Jessica YoungBoard Member
Ms Lisa FitzgeraldSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$124,570
Program Service Revenue
$263,560
Investment Income
$157
Other Revenue
$0
Change in Net Assets
$-35,529
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$423,816
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---$96,000
All Other Expenses---$80,256
Other Expenses---$34,267
Office Expenses---$5,227
Fees for Services Accounting---$1,378
Travel---$1,132
Insurance---$1,024
Advertising---$550
Fees for Services Lobbying---$43
Total Functional Expenses$0$0$0$423,816
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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, Section A, Line 6

Boma of sacramento has membership based on the following criteria: principal member a legal entity owning, developing, managing, leasing and/or controlling real estate professionals who support and subscribe to the objectives of the association. Allied member a legal entity or individual who supports and subscribes to the objectives of the association and who provides a service or product to building owners and/or managers professional member individuals or companies that provide professional services such as attorneys, insurance brokers, real estate brokers, architects, designers, bankers, etc. Who provide services to building owners and managers and who support and subscribe to the objectives of the association. Additional members (principal, allied or professional) a second (third or fourth) representative of an principal, allied, or professional corporate membership; three principal, allied, or professional additional members are allowed under one principal, allied or professional regular full dues paying member. Additional members may not vote, sit on the board of directors, and will not receive member benefits from boma international, but will enjoy all the benefits of boma sacramento such as: boma membership directory with your name listed, boma's monthly newsletter, the bomanews, reduced prices for the networking luncheons, education classes, vendor fair, and many other resources.

Form 990, Part VI, Section B, Line 11

The organization is managed by an association management company who is charged with the job to engage a cpa to prepare the exempt tax return. The return is then available to all its members for review.

Form 990, Part VI, Section C, Line 19

The organization will provide information upon request.

Filing and Contact Details

Filer

EIN
68-0119845
Phone
9164439092

Signing Officer

Name
Ayo Taylor
Title
Executive Director
Phone
9164439092
Signed
2014-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ayo Taylor
Formed
1986
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Alison Turner
Phone
9168731482
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Membership luncheon program: total expenses 31,708. Boma california: total expenses 19,715. 481 adjustment: total expenses 9,183. Merchent card and online reg. Fees: total expenses 6,557. Scholarships and gifts: total expenses 5,878. Committee expense: total expenses 2,383. Donation: total expenses 1,500. Miscellaneous: total expenses 1,419. Idf payment: total expenses 1,140. Technological communication: total expenses 450. Bae expenses: total expenses 313. Tax filing: total expenses 10.

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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/ProgSrvcAccomActy2Grp/Desc0BOMA NEWS, A MONTHLY NEWSLETTER PROVIDING INFORMATION ON LOCAL AND STATE ISSUES, NEWS AND INFORMATION ON UPCOMING NETWORKING ACTIVITES, AND NEWS ABOUT WHAT BOMA SACRAMENTO IS DOING FOR THE INDUSTRY. BOMA ALSO PROVIDES MONTHLY MEETINGS, PROGRAMS AND SPECIAL EVENTS WHICH PROVIDE NETWORKING AND EDUCATIONAL OPPORTUNITIES FOR THE MEMBERS.
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0193889
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0158360
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOMA OF SACRAMENTO HAS MEMBERSHIP BASED ON THE FOLLOWING CRITERIA: PRINCIPAL MEMBER A LEGAL ENTITY OWNING, DEVELOPING, MANAGING, LEASING AND/OR CONTROLLING REAL ESTATE PROFESSIONALS WHO SUPPORT AND SUBSCRIBE TO THE OBJECTIVES OF THE ASSOCIATION. ALLIED MEMBER A LEGAL ENTITY OR INDIVIDUAL WHO SUPPORTS AND SUBSCRIBES TO THE OBJECTIVES OF THE ASSOCIATION AND WHO PROVIDES A SERVICE OR PRODUCT TO BUILDING OWNERS AND/OR MANAGERS PROFESSIONAL MEMBER INDIVIDUALS OR COMPANIES THAT PROVIDE PROFESSIONAL SERVICES SUCH AS ATTORNEYS, INSURANCE BROKERS, REAL ESTATE BROKERS, ARCHITECTS, DESIGNERS, BANKERS, ETC. WHO PROVIDE SERVICES TO BUILDING OWNERS AND MANAGERS AND WHO SUPPORT AND SUBSCRIBE TO THE OBJECTIVES OF THE ASSOCIATION. ADDITIONAL MEMBERS (PRINCIPAL, ALLIED OR PROFESSIONAL) A SECOND (THIRD OR FOURTH) REPRESENTATIVE OF AN PRINCIPAL, ALLIED, OR PROFESSIONAL CORPORATE MEMBERSHIP; THREE PRINCIPAL, ALLIED, OR PROFESSIONAL ADDITIONAL MEMBERS ARE ALLOWED UNDER ONE PRINCIPAL, ALLIED OR PROFESSIONAL REGULAR FULL DUES PAYING MEMBER. ADDITIONAL MEMBERS MAY NOT VOTE, SIT ON THE BOARD OF DIRECTORS, AND WILL NOT RECEIVE MEMBER BENEFITS FROM BOMA INTERNATIONAL, BUT WILL ENJOY ALL THE BENEFITS OF BOMA SACRAMENTO SUCH AS: BOMA MEMBERSHIP DIRECTORY WITH YOUR NAME LISTED, BOMA'S MONTHLY NEWSLETTER, THE BOMANEWS, REDUCED PRICES FOR THE NETWORKING LUNCHEONS, EDUCATION CLASSES, VENDOR FAIR, AND MANY OTHER RESOURCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS MANAGED BY AN ASSOCIATION MANAGEMENT COMPANY WHO IS CHARGED WITH THE JOB TO ENGAGE A CPA TO PREPARE THE EXEMPT TAX RETURN. THE RETURN IS THEN AVAILABLE TO ALL ITS MEMBERS FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION WILL PROVIDE INFORMATION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP LUNCHEON PROGRAM: TOTAL EXPENSES 31,708. BOMA CALIFORNIA: TOTAL EXPENSES 19,715. 481 ADJUSTMENT: TOTAL EXPENSES 9,183. MERCHENT CARD AND ONLINE REG. FEES: TOTAL EXPENSES 6,557. SCHOLARSHIPS AND GIFTS: TOTAL EXPENSES 5,878. COMMITTEE EXPENSE: TOTAL EXPENSES 2,383. DONATION: TOTAL EXPENSES 1,500. MISCELLANEOUS: TOTAL EXPENSES 1,419. IDF PAYMENT: TOTAL EXPENSES 1,140. TECHNOLOGICAL COMMUNICATION: TOTAL EXPENSES 450. BAE EXPENSES: TOTAL EXPENSES 313. TAX FILING: TOTAL EXPENSES 10.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0196766
IRS990/TotalAssetsEOYAmt0231781
IRS990/TotalAssetsGrp/BOYAmt0196766
IRS990/TotalAssetsGrp/EOYAmt0231781
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0124570
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0423816
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02877
IRS990/TotalLiabilitiesEOYAmt073421
IRS990/TotalLiabilitiesGrp/BOYAmt02877
IRS990/TotalLiabilitiesGrp/EOYAmt073421
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0193889
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0158360
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0263560
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0157
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0263560
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0388287
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0196766
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0231781
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt01132
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101215 K STREET SUITE 2290
IRS990/USAddress/City0SACRAMENTO
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode095814
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.BOMASACRAMENTO.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AYO TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09164439092
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10BUILDING OWNERS & MANAGERS ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine20OF SACRAMENTO
ReturnHeader/Filer/BusinessNameControlTxt0BUIL
ReturnHeader/Filer/EIN0680119845
ReturnHeader/Filer/PhoneNum09164439092
ReturnHeader/Filer/USAddress/AddressLine101215 K STREET NO 2290
ReturnHeader/Filer/USAddress/City0SACRAMENTO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095814
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0451741710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ALISON TURNER & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102398 FAIR OAKS BLVD SUITE 1A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095825
ReturnHeader/PreparerPersonGrp/PhoneNum09168731482
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALISON TURNER
ReturnHeader/ReturnTs02014-05-12T16:27:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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