Civic Intelligence

Bay Area Mobility Management Helen Maracle

990EZ • Fiscal year 2014 • EIN 68-0176263

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 23, 2015

8851 Gainsborough AvenueSan Diego, CA 92129-4452

(949) 705-5782

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

Higher debt load relative to assets than 51% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

51st percentile

0.00x

Higher debt load relative to revenue than 51% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

64th percentile

8.3%

Higher net margin than 64% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

81st percentile

22%

Faster revenue growth than 81% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$122,155

Up $12,878 (+12%) from 2013

Net Assets

Up

$121,555

Up $12,878 (+12%) from 2013

Liabilities

Flat

$600

Flat from 2013

Revenue

Up

$155,943

Up $28,622 (+22%) from 2013

Expenses

Up

$143,065

Up $47,246 (+49%) from 2013

Net Income

Down

$12,878

Down $18,624 (-59%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $52,411Net Assets 2010: $52,4112010Assets 2011: $53,016Liabilities 2011: $599Net Assets 2011: $52,4172011Assets 2012: $77,775Liabilities 2012: $6002012Assets 2013: $109,277Liabilities 2013: $600Net Assets 2013: $108,6772013Assets 2014: $122,155Liabilities 2014: $600Net Assets 2014: $121,5552014Assets 2015: $147,940Liabilities 2015: $600Net Assets 2015: $147,3402015Assets 2016: $164,550Liabilities 2016: $600Net Assets 2016: $163,9502016Assets 2017: $276,248Liabilities 2017: $600Net Assets 2017: $275,6482017Assets 2018: $330,263Liabilities 2018: $600Net Assets 2018: $329,6632018Assets 2019: $407,864Liabilities 2019: $67,750Net Assets 2019: $340,1142019Assets 2020: $425,245Liabilities 2020: $900Net Assets 2020: $424,3452020Assets 2021: $487,511Liabilities 2021: $0Net Assets 2021: $487,5112021Assets 2022: $506,901Liabilities 2022: $0Net Assets 2022: $506,9012022Assets 2023: $481,216Liabilities 2023: $0Net Assets 2023: $481,2162023Assets 2024: $502,776Liabilities 2024: $0Net Assets 2024: $502,7762024

Highlighted filing

2014

Assets$122,155
Liabilities$600
Net Assets$121,555

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $47,404Expenses 2010: $40,554Net Income 2010: $6,8502010Revenue 2011: $37,565Expenses 2011: $37,559Net Income 2011: $62011Revenue 2012: $86,896Expenses 2012: $69,547Net Income 2012: $17,3492012Revenue 2013: $127,321Expenses 2013: $95,819Net Income 2013: $31,5022013Revenue 2014: $155,943Expenses 2014: $143,065Net Income 2014: $12,8782014Revenue 2015: $197,742Expenses 2015: $171,957Net Income 2015: $25,7852015Revenue 2016: $234,404Expenses 2016: $217,794Net Income 2016: $16,6102016Revenue 2017: $320,377Expenses 2017: $208,679Net Income 2017: $111,6982017Revenue 2018: $366,855Expenses 2018: $312,860Net Income 2018: $53,9952018Revenue 2019: $257,221Expenses 2019: $246,783Net Income 2019: $10,4382019Revenue 2020: $285,439Expenses 2020: $201,208Net Income 2020: $84,2312020Revenue 2021: $137,981Expenses 2021: $74,815Net Income 2021: $63,1662021Revenue 2022: $357,660Expenses 2022: $334,016Net Income 2022: $23,6442022Revenue 2023: $285,576Expenses 2023: $311,261Net Income 2023: -$25,6852023Revenue 2024: $348,475Expenses 2024: $326,915Net Income 2024: $21,5602024

Highlighted filing

2014

Revenue$155,943
Expenses$143,065
Net Income$12,878
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 23, 2015
Return Version
2014v5.0
Gross Receipts
$155,943
Mission and Program Overview

Mission

PROFESSIONAL ASSOCIATION

Program Services

DescriptionGrantsExpenses
THE BAY AREA MOBILITY MANAGEMENT ("THE ORGANIZATION") HAS ABOUT 375 MEMBERS THAT WORK IN THE RELOCATION INDUSTRY. THE ORGANIZATION CONDUCTS AN ANNUAL CONFERENCE WHERE MEMBERS ATTEND PROFESSIONAL SEMINARS AND TOUR EXHIBIT BOOTHS SPONSORED BY RELATED VENDORS. THE ORGANIZATION ALSO HOLD MEETINGS FOR PROFESSIONAL EDUCATION REQUIREMENTS.--
THE ORGANIZATION PROVIDES AN E & O INSURANCE POLICY TO ALL ITS OFFICERS WHO ARE SERVING ON A VOLUNTEER BASIS. THIS HELPS THE OFFICERS IN CONDUCTING THEIR FIDUCIARY DUTIES AND OBLIGATIONS AND PROMOTING THE GOALS FOR WHIOH THE ORGANIZATION WAS ESTABLISHED. IN ADDITION, THE ORGANIZATION CONTRACTS WITH PROFESSIONALS FOR TAX PREPARATION AND BANKING TO AID THE OFFICERS IN MAKING SURE THAT THE ORGANIZATION IS IN COMPLIANCE.--
THE ORGANIZATION MAINTAINS A WEB SITE TO KEEP MEMBERS INFORMED OF CURRENT EVENTS AND GIVE GENERAL INFORMATION ABOUT THE ORGANIZATION, ITS MEMBERS AND OFFICERS.--
THE ORGANIZATION PROVIDES COMMUNITY OUTREACH BY PROVIDING CASH DONATIONS TO VARIOUS CHARITABLE CAUSES. DURING 2014 THE FOLLOWING AMOUNTS WERE PAID OUT: FISHER HOUSE 5,350; FREEDOM HOUSE 5,350; WORLDWIDE ERC 1,000; ECUMENICAL HUNGER PROGRAM 1,700 AND SEVERAL OTHER CHARITABLE ORGANIZATION FOR AMOUNTS LESS THAN 250.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBBIE HANSENTreasurerPT$0--
SUSAN BECKERSecretaryPT$0--
JOLYCE LEDVINAMembershipPT$0--
PATTY GINOCHIOPast PresidePT$0--
SARA JUDYPrograms & MPT$0--
HEATHER JAMESPrograms & MPT$0--
KATIE STEVENSONWebsitePT$0--
CHRIS BARNETTWebsitePT$0--
ERIC HALVERSONCorporate AdPT$0--
DAVID PLATTCorporate Ad-$0--
CLAUDIA HOWEAssistant TrPT$0--
PAUL O'LEARYPhilanthropyPT$0--
KATHY CURTISMembershipPT$0--
CIELA LEWISPresidentPT$0--
DAVE MARRONCommunicatioPT$0--
WILLIAM TAYLORVice-PresidePT$0--
Filing and Contact Details

Filer

Filer Name
Bay Area Mobility Management
EIN
68-0176263
Phone
9497055782
Address
8851 GAINSBOROUGH AVENUE, SAN DIEGO, CA 92129-4452

Signing Officer

Name
Debbie Hansen
Title
Treasurer 2014
Phone
9497055782
Signed
2015-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Yerina Pascual & Dizon Inc
Address
2440 CAMINO RAMON STE 160, SAN RAMON, CA 94583
Preparer
Earl D Yerina CPA
Phone
9252420500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Silent auction 7,329 total 7,329

Form 990-ez, Part I, Line 10

Fisher house non profit 03/21/2014 5,350 0 0 freedom house non profit 03/21/2014 5,350 0 0

Form 990-ez, Part I, Line 16

Expenses insurance 2,525 conferences & meetings 106,968 web site design & service 1,380 credit card fees & bk fee 7,382 office expense 2,544 advertising 6,331 tax & license 30 auction prize 305 total 127,465

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 600 600

Form 990-ez, Part III, Line 28

The bay area mobility management ("the organization") has about 375 members that work in the relocation industry. The organization conducts an annual conference where members attend professional seminars and tour exhibit booths sponsored by related vendors. The organization also hold meetings for professional education requirements.

Form 990-ez, Part III, Line 29

The organization provides an e & o insurance policy to all its officers who are serving on a volunteer basis. This helps the officers in conducting their fiduciary duties and obligations and promoting the goals for whioh the organization was established. In addition, the organization contracts with professionals for tax preparation and banking to aid the officers in making sure that the organization is in compliance.

Form 990-ez, Part III, Line 31

The organization provides community outreach by providing cash donations to various charitable causes. During 2014 the following amounts were paid out: fisher house 5,350; freedom house 5,350; worldwide erc 1,000; ecumenical hunger program 1,700 and several other charitable organization for amounts less than 250.

Raw XML Appendix163 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15VICE-PRESIDE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION PROVIDES AN E & O INSURANCE POLICY TO ALL ITS OFFICERS WHO ARE SERVING ON A VOLUNTEER BASIS. THIS HELPS THE OFFICERS IN CONDUCTING THEIR FIDUCIARY DUTIES AND OBLIGATIONS AND PROMOTING THE GOALS FOR WHIOH THE ORGANIZATION WAS ESTABLISHED. IN ADDITION, THE ORGANIZATION CONTRACTS WITH PROFESSIONALS FOR TAX PREPARATION AND BANKING TO AID THE OFFICERS IN MAKING SURE THAT THE ORGANIZATION IS IN COMPLIANCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE ORGANIZATION MAINTAINS A WEB SITE TO KEEP MEMBERS INFORMED OF CURRENT EVENTS AND GIVE GENERAL INFORMATION ABOUT THE ORGANIZATION, ITS MEMBERS AND OFFICERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3THE ORGANIZATION PROVIDES COMMUNITY OUTREACH BY PROVIDING CASH DONATIONS TO VARIOUS CHARITABLE CAUSES. DURING 2014 THE FOLLOWING AMOUNTS WERE PAID OUT: FISHER HOUSE 5,350; FREEDOM HOUSE 5,350; WORLDWIDE ERC 1,000; ECUMENICAL HUNGER PROGRAM 1,700 AND SEVERAL OTHER CHARITABLE ORGANIZATION FOR AMOUNTS LESS THAN 250.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SILENT AUCTION 7,329 TOTAL 7,329
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FISHER HOUSE NON PROFIT 03/21/2014 5,350 0 0 FREEDOM HOUSE NON PROFIT 03/21/2014 5,350 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES INSURANCE 2,525 CONFERENCES & MEETINGS 106,968 WEB SITE DESIGN & SERVICE 1,380 CREDIT CARD FEES & BK FEE 7,382 OFFICE EXPENSE 2,544 ADVERTISING 6,331 TAX & LICENSE 30 AUCTION PRIZE 305 TOTAL 127,465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 600 600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BAY AREA MOBILITY MANAGEMENT ("THE ORGANIZATION") HAS ABOUT 375 MEMBERS THAT WORK IN THE RELOCATION INDUSTRY. THE ORGANIZATION CONDUCTS AN ANNUAL CONFERENCE WHERE MEMBERS ATTEND PROFESSIONAL SEMINARS AND TOUR EXHIBIT BOOTHS SPONSORED BY RELATED VENDORS. THE ORGANIZATION ALSO HOLD MEETINGS FOR PROFESSIONAL EDUCATION REQUIREMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION PROVIDES AN E & O INSURANCE POLICY TO ALL ITS OFFICERS WHO ARE SERVING ON A VOLUNTEER BASIS. THIS HELPS THE OFFICERS IN CONDUCTING THEIR FIDUCIARY DUTIES AND OBLIGATIONS AND PROMOTING THE GOALS FOR WHIOH THE ORGANIZATION WAS ESTABLISHED. IN ADDITION, THE ORGANIZATION CONTRACTS WITH PROFESSIONALS FOR TAX PREPARATION AND BANKING TO AID THE OFFICERS IN MAKING SURE THAT THE ORGANIZATION IS IN COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION PROVIDES COMMUNITY OUTREACH BY PROVIDING CASH DONATIONS TO VARIOUS CHARITABLE CAUSES. DURING 2014 THE FOLLOWING AMOUNTS WERE PAID OUT: FISHER HOUSE 5,350; FREEDOM HOUSE 5,350; WORLDWIDE ERC 1,000; ECUMENICAL HUNGER PROGRAM 1,700 AND SEVERAL OTHER CHARITABLE ORGANIZATION FOR AMOUNTS LESS THAN 250.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 31
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ReturnHeader/Filer/PhoneNum09497055782
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252420500
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EARL D YERINA CPA
ReturnHeader/ReturnTs02015-08-05T17:10:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$3.48$3.27$0.22
2023Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$2.86$3.11$0.26
2022Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$3.58$3.34$0.24
2021Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$1.38$0.75$0.63
2020Detailed filing. Detailed filing data is available for this year.$4.25$0.01$4.24$2.85$2.01$0.84
2019Detailed filing. Detailed filing data is available for this year.$4.08$0.68$3.40$2.57$2.47$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.30$0.01$3.30$3.67$3.13$0.54
2017Detailed filing. Detailed filing data is available for this year.$2.76$0.01$2.76$3.20$2.09$1.12
2016Detailed filing. Detailed filing data is available for this year.$1.65$0.01$1.64$2.34$2.18$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.48$0.01$1.47$1.98$1.72$0.26
2014Detailed filing. Detailed filing data is available for this year.$1.22$0.01$1.22$1.56$1.43$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.09$0.01$1.09$1.27$0.96$0.32
2012Summary only. Only limited summary data is available for this year.$0.78$0.01$0.87$0.70$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.01$0.52$0.38$0.38$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.52$0.47$0.41$0.07