Civic Intelligence

Building Owners & Managers Association

990 • Fiscal year 2016 • EIN 68-0119845

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

PO Box 520Clarksburg, CA 95612

(916) 443-9092

Siviq Scores

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

Liabilities / Assets

86th percentile

0.31x

Higher debt load relative to assets than 86% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

0.32x

Higher debt load relative to revenue than 90% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

36th percentile

-2.2%

Higher net margin than 36% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

82nd percentile

26%

Faster asset growth than 82% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-25%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$271,813

Up $56,774 (+26%) from 2015

Net Assets

Down

$187,108

Down $5,881 (-3.0%) from 2015

Liabilities

Up

$84,705

Up $62,655 (+284%) from 2015

Revenue

Down

$268,250

Down $90,176 (-25%) from 2015

Expenses

Down

$274,131

Down $65,556 (-19%) from 2015

Net Income

Down

-$5,881

Down $24,620 (-131%) from 2015

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

2016

Assets$271,813
Liabilities$84,705
Net Assets$187,108

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

2016

Revenue$268,250
Expenses$274,131
Net Income-$5,881
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$317,408
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.

To actively represent and promote the interests of the commercial real estate industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$210,479$219,644▲ $9,165
Rtn Earn Endowment Incm Other Fnds$192,989$187,108▼ $5,881
Accounts Receivable$4,560$40,827▲ $36,267
Prepaid Expenses and Deferred Charges$0$11,342▲ $11,342
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$215,039$271,813▲ $56,774
Liabilities
Deferred Revenue$22,050$77,410▲ $55,360
Accounts Payable and Accrued Expenses$0$7,295▲ $7,295
Total Liabilities$22,050$84,705▲ $62,655
Net Assets / Fund Balance
Total Net Assets Fund Balance$192,989$187,108▼ $5,881
Total Liabilities and Net Assets / Fund Balance$215,039$271,813▲ $56,774
Compensation and Service Providers

Board Members and Trustees

NameTitle
Julie GephartPresident
Chetta SinclairPresident - Elect
Anshu BeraDirector
Craig SheehyDirector
David CreegganDirector
Jackie MclainDirector
Kim BorraDirector
Lesa StewartDirector
Matt ArdaizDirector
Meoldy ThebeauDirector
Rick TerryDirector
Sara JacksonDirector
TOM O'NEILDirector
Lisa FitzgeraldSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$151,572
Program Service Revenue
$77,315
Investment Income
$151
Other Revenue
$39,212
All Other Contributions
$29,570
Change in Net Assets
$-5,881
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$274,131
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---$89,596
Other Expenses---$24,138
Conferences and Meetings---$14,310
All Other Expenses---$7,984
Office Expenses---$3,757
Insurance---$2,788
Fees for Services Accounting---$2,155
Travel---$862
Occupancy---$836
Total Functional Expenses$0$0$0$274,131
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$87,405
Fundraising Direct Expenses$49,158
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Event$87,405$87,405$49,158$38,247
Total Events$87,405$87,405$49,158$38,247
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
Annual disclosure for covered persons
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
Yes
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 their 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 11B

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 B, Line 12C

Conflicts are discussed regularly among the board of directors and addressed, if necessary.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available to the public by means of requests.

Filing and Contact Details

Filer

Filer Name
Building Owners & Managers Association
EIN
68-0119845
Phone
9164439092
Address
PO BOX 520, CLARKSBURG, CA 95612

Signing Officer

Name
Julia Freeland
Title
Executive Director
Phone
9164439092
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julia Freeland
Formed
1986
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
11

Preparer

Firm
Cliftonlarsonallen Llp
Address
925 HIGHLAND POINTE DR SUITE 450, ROSEVILLE, CA 95678-5423
Preparer
Heather Basinger
Phone
9167847800
Raw XML Appendix391 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/Desc0THROUGHOUT THE YEAR, BOMA SACRAMENTO AIMS TO PROVIDE YOU WITH THE BEST EDUCATIONAL OPPORTUNITIES TO HELP ADVANCE YOU IN YOUR CAREER. IN ADDITION TO BOMI DESIGNATION COURSES, WE ALSO OFFER TIMELY CONCENTRATED PROFESSIONAL DEVELOPMENT SEMINARS. TAUGHT BY LOCAL EXPERTS IN THE FIELD, MANY OF WHOM SIT ON OUR BOARD OF DIRECTORS, THESE 3 HOUR WORKSHOPS OFFER THE FORUM TO ASK QUESTIONS IN AN OPEN, INFORMATIVE SETTING. IT IS ALSO A GREAT OPPORTUNITY TO MINGLE WITH PEERS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT - ELECT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990/ProgSrvcAccomActy2Grp/Desc0BOMA NEWS, A MONTHLY NEWSLETTER PROVIDING INFORMATION ON LOCAL AND STATE ISSUES, NEWS AND INFORMATION ON UPCOMING NETWORKING ACTIVITIES, AND NEWS ABOUT WHAT BOMA SACRAMENTO IS DOING FOR THE INDUSTRY. BOMA ALSO PROVIDES MONTLY MEETINGS, PROGRAMS AND SPECIAL EVENTS WHICH PROVIDE NETWORKING AND EDUCATIONAL OPPORTUNITIES FOR THE MEMBERS.
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IRS990/PYInvestmentIncomeAmt0151
IRS990/PYOtherExpensesAmt0339687
IRS990/PYOtherRevenueAmt00
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IRS990/PYRevenuesLessExpensesAmt018739
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0187108
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IRS990ScheduleC/Section527PoliticalOrgGrp/EIN1202139567
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0BOMA CALIFORNIA PAC
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt1BOMA CALIFORNIA ISSUES
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt01121 L STREET SUITE 809
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt11121 L STREET SUITE 809
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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 THEIR 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/ExplanationTxt2CONFLICTS ARE DISCUSSED REGULARLY AMONG THE BOARD OF DIRECTORS AND ADDRESSED, IF NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY MEANS OF REQUESTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0268250
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0215039
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt0862
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 520
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IRS990/USAddress/StateAbbreviationCd0CA
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IRS990/WebsiteAddressTxt0WWW.BOMASACRAMENTO.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIA FREELAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09164439092
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BUILDING OWNERS & MANAGERS ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF SACRAMENTO
ReturnHeader/Filer/BusinessNameControlTxt0BUIL
ReturnHeader/Filer/EIN0680119845
ReturnHeader/Filer/PhoneNum09164439092
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 520
ReturnHeader/Filer/USAddress/CityNm0CLARKSBURG
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId035E66D37E6CC8911A4544A43718141CAB0BA1559
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId093F8E39FF1A637C548B493952A1C3FBE4FB30466
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:15:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0925 HIGHLAND POINTE DR SUITE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0956785423
ReturnHeader/PreparerPersonGrp/PhoneNum09167847800
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER BASINGER
ReturnHeader/ReturnTs02017-11-15T15:41:28-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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