Civic Intelligence

Bay Area Mobility Management Helen Maracle

990 • Fiscal year 2019 • EIN 68-0176263

Jan 01, 2019 to Dec 31, 2019 • Filed on May 21, 2020

27271 Las Ramblas Suite 120Mission Viejo, CA 92691-8041

(714) 760-9104

Siviq Scores

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

Liabilities / Assets

79th percentile

0.17x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

88th percentile

0.26x

Higher debt load relative to revenue than 88% of similar nonprofits.

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

Net Margin

54th percentile

4.1%

Higher net margin than 54% 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

80th percentile

23%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

11th percentile

-30%

Faster revenue growth than 11% of similar nonprofits.

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

Assets

Up

$407,864

Up $77,601 (+23%) from 2018

Net Assets

Up

$340,114

Up $10,451 (+3.2%) from 2018

Liabilities

Up

$67,750

Up $67,150 (+11192%) from 2018

Revenue

Down

$257,221

Down $109,634 (-30%) from 2018

Expenses

Down

$246,783

Down $66,077 (-21%) from 2018

Net Income

Down

$10,438

Down $43,557 (-81%) from 2018

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

2019

Assets$407,864
Liabilities$67,750
Net Assets$340,114

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

2019

Revenue$257,221
Expenses$246,783
Net Income$10,438
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 21, 2020
Return Version
2019v5.0
Gross Receipts
$257,221
Mission and Program Overview

Mission

PROFESSIONAL ASSOCIATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$329,663$340,114▲ $10,451
Cash and Non-Interest-Bearing Accounts$159,380$236,916▲ $77,536
Savings and Temporary Cash Investments$170,863$170,928▲ $65
Total Assets$330,263$407,864▲ $77,601
Other Assets Total$20$20→ $0
Liabilities
Deferred Revenue-$67,150-
Accounts Payable and Accrued Expenses$600$600→ $0
Total Liabilities$600$67,750▲ $67,150
Net Assets / Fund Balance
Total Net Assets Fund Balance$329,663$340,114▲ $10,451
Total Liabilities and Net Assets / Fund Balance$330,263$407,864▲ $77,601
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sara JudyPresident
David ToledoCommunicatio
Paula CapillaCorporate Ad
Steve BrownCorporate Ad
Rajiv ThadaniImmediate Pa
Alexander PelkaMembership
Nick MartinNext Gen CHA
Tara HaganPhilanthropy
Chris FurlottePrg & Events
Alejandra ZapateroProg & Event
Jordan BlueSecretary
Robert HorsleySpecial Advi
Elizabeth JamaeSponsorship
Kate WilliamsTreasurer
Josh HyattVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$248,950
Investment Income
$51
Other Revenue
$8,220
Change in Net Assets
$10,438
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$218,183
Grants and Similar Amounts Paid$28,600
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$28,600--$28,600
Other Expenses$8,781--$8,781
Insurance$2,691--$2,691
All Other Expenses$2,138--$2,138
Fees for Services Accounting$650--$650
Total Functional Expenses$246,783$0$0$246,783
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
BAY AREA WOMEN & CHILDREN'S CENTERSan Francisco, CA-Community Outreach$11,500
Not Impossible LabsVenice, CA-Community Outreach$11,500
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
Backup withholding compliance
No
Business relationship with 35% controlled entity
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, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Bay Area Mobility Management
EIN
68-0176263
Phone
7147609104
Address
27271 LAS RAMBLAS SUITE 120, MISSION VIEJO, CA 92691-8041

Signing Officer

Name
Kate Williams
Title
Treasurer
Phone
9492018983
Signed
2020-05-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sara Judy
Formed
1990
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
15

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, Page 2, Part III, Line 4D

The organization provides community outreach by providing cash donations to various charitable causes. During 2019 the following amounts were paid out: north valley community foundation fire victims 600; worldwide erc 2,500; and two other charitable organizations for 11,500 each (disclosed on schedule i). In addition, a scholarship grant was given for 2,500.

Form 990, Part XI, Line 9

Book/tax beg. Re difference 13

Raw XML Appendix392 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/ProgramServiceRevenueGrp/TotalRevenueColumnAmt125200
IRS990/ProgSrvcAccomActy2Grp/Desc0THE 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 WHICH 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.
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ORGANIZATION MAINTAINS A WEB SITE TO KEEP MEMBERS INFORMED OF CURRENT EVENTS AND GIVE GENERAL INFORMATION ABOUT THE ORGANIZATION, ITS MEMBERS AND OFFICERS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE ORGANIZATION PROVIDES COMMUNITY OUTREACH BY PROVIDING CASH DONATIONS TO VARIOUS CHARITABLE CAUSES. DURING 2019 THE FOLLOWING AMOUNTS WERE PAID OUT: NORTH VALLEY COMMUNITY FOUNDATION FIRE VICTIMS 600; WORLDWIDE ERC 2,500; AND TWO OTHER CHARITABLE ORGANIZATIONS FOR 11,500 EACH (DISCLOSED ON SCHEDULE I). IN ADDITION, A SCHOLARSHIP GRANT WAS GIVEN FOR 2,500.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt031563
IRS990/PYInvestmentIncomeAmt038
IRS990/PYOtherExpensesAmt0281297
IRS990/PYOtherRevenueAmt09823
IRS990/PYProgramServiceRevenueAmt0356994
IRS990/PYRevenuesLessExpensesAmt053995
IRS990/PYTotalExpensesAmt0312860
IRS990/PYTotalRevenueAmt0366855
IRS990/ReconcilationRevenueExpnssAmt010438
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0329663
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0340114
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0170863
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0170928
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt011500
IRS990ScheduleI/RecipientTable/CashGrantAmt111500
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0COMMUNITY OUTREACH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1COMMUNITY OUTREACH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NOT IMPOSSIBLE LABS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BAY AREA WOMEN & CHILDREN'S CENTER
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0628 CALIFORNIA AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1318 LEAVENWORTH ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0VENICE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd090291
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194102
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES COMMUNITY OUTREACH BY PROVIDING CASH DONATIONS TO VARIOUS CHARITABLE CAUSES. DURING 2019 THE FOLLOWING AMOUNTS WERE PAID OUT: NORTH VALLEY COMMUNITY FOUNDATION FIRE VICTIMS 600; WORLDWIDE ERC 2,500; AND TWO OTHER CHARITABLE ORGANIZATIONS FOR 11,500 EACH (DISCLOSED ON SCHEDULE I). IN ADDITION, A SCHOLARSHIP GRANT WAS GIVEN FOR 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOK/TAX BEG. RE DIFFERENCE 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0330263
IRS990/TotalAssetsEOYAmt0407864
IRS990/TotalAssetsGrp/BOYAmt0330263
IRS990/TotalAssetsGrp/EOYAmt0407864
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0246783
IRS990/TotalFunctionalExpensesGrp/TotalAmt0246783
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0600
IRS990/TotalLiabilitiesEOYAmt067750
IRS990/TotalLiabilitiesGrp/BOYAmt0600
IRS990/TotalLiabilitiesGrp/EOYAmt067750
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0329663
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0340114
IRS990/TotalProgramServiceRevenueAmt0248950
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0257221
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0257221
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0330263
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0407864
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt027271 LAS RAMBLAS SUITE 120
IRS990/USAddress/CityNm0MISSION VIEJO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092691
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.MYBAMM.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATE WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09492018983
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAY AREA MOBILITY MANAGEMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0KATE WILLIAMS
ReturnHeader/Filer/BusinessNameControlTxt0BAYA
ReturnHeader/Filer/EIN0680176263
ReturnHeader/Filer/PhoneNum07147609104
ReturnHeader/Filer/USAddress/AddressLine1Txt027271 LAS RAMBLAS SUITE 120
ReturnHeader/Filer/USAddress/CityNm0MISSION VIEJO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0926918041
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05A84036AAA55313133EE46DDA481A9A82E094BE2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05FC5ADAEE159B80BCE20E409DA33958A9FB201BB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-07-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm019:13:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452959110
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YERINA PASCUAL & DIZON INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02440 CAMINO RAMON STE 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252420500
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EARL D YERINA CPA
ReturnHeader/ReturnTs02020-07-15T19:13:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)6 • <$500k nonprofits