Civic Intelligence

Appraisal Institute

990EZ • Fiscal year 2013 • EIN 68-0276475

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

2701 Cottage WayRocklin, CA 95825

(916) 972-9700

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.10x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

78th percentile

0.10x

Higher debt load relative to revenue than 78% of similar nonprofits.

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

Net Margin

7th percentile

-33%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

80th percentile

$35,777

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 35.9% of source-year revenue.

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

Asset Growth

13th percentile

-23%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

7th percentile

-35%

Faster revenue growth than 7% of similar nonprofits.

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

Assets

Down

$100,844

Down $30,975 (-23%) from 2012

Net Assets

Down

$90,671

Down $33,269 (-27%) from 2012

Liabilities

Up

$10,173

Up $2,294 (+29%) from 2012

Revenue

Down

$99,693

Down $54,215 (-35%) from 2012

Expenses

Down

$132,962

Down $20,097 (-13%) from 2012

Net Income

Down

-$33,269

Down $34,118 (-4019%) from 2012

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $136,722Liabilities 2010: $4,988Net Assets 2010: $131,7342010Assets 2011: $127,010Liabilities 2011: $3,919Net Assets 2011: $123,0912011Assets 2012: $131,819Liabilities 2012: $7,879Net Assets 2012: $123,9402012Assets 2013: $100,844Liabilities 2013: $10,173Net Assets 2013: $90,6712013Assets 2014: $120,023Liabilities 2014: $17,981Net Assets 2014: $102,0422014Assets 2015: $97,271Liabilities 2015: $10,862Net Assets 2015: $86,4092015Assets 2016: $66,744Liabilities 2016: $1,400Net Assets 2016: $65,3442016Assets 2017: $106,148Liabilities 2017: $27,5632017Assets 2018: $63,151Liabilities 2018: $10,8452018Assets 2019: $32,439Liabilities 2019: $10,0352019Assets 2020: $30,817Liabilities 2020: $21,5762020

Highlighted filing

2013

Assets$100,844
Liabilities$10,173
Net Assets$90,671

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $190,051Expenses 2010: $187,909Net Income 2010: $2,1422010Revenue 2011: $155,754Expenses 2011: $164,397Net Income 2011: -$8,6432011Revenue 2012: $153,908Expenses 2012: $153,059Net Income 2012: $8492012Revenue 2013: $99,693Expenses 2013: $132,962Net Income 2013: -$33,2692013Revenue 2014: $159,617Expenses 2014: $148,246Net Income 2014: $11,3712014Revenue 2015: $110,748Expenses 2015: $126,381Net Income 2015: -$15,6332015Revenue 2016: $123,998Expenses 2016: $145,063Net Income 2016: -$21,0652016Revenue 2017: $178,219Expenses 2017: $164,978Net Income 2017: $13,2412017Revenue 2018: $115,440Expenses 2018: $141,719Net Income 2018: -$26,2792018Revenue 2019: $103,736Expenses 2019: $133,639Net Income 2019: -$29,9032019Revenue 2020: $59,558Expenses 2020: $72,721Net Income 2020: -$13,1632020

Highlighted filing

2013

Revenue$99,693
Expenses$132,962
Net Income-$33,269
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.1
Gross Receipts
$99,693
Mission and Program Overview

Mission

Advance professionalism and ethics, global standards, methodologies, and practices throught the professional development of property economics worldwide

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATIONAL OPPORTUNITY TO MEMBERS USING TEXT BOOKS AND EXPERT INSTRUCTION AT ITS REGULARLY PROVIDED CONTINUED PROFESSIONAL EDUCATION COURSES,SEMINARS AND CONFERENCES$70,776-
PROVIDE NETWORKING AND THE OPPORTUNITY TO EXCHANGE INFORMATION AND IDEAS TO MEMBERS AND GUESTS THROUGH CHAPTER EVENTS AND MEETINGS WHILE PROMOTING THE ADVANTAGES OF CHAPTER MEMBERSHIP$1,095-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNY CALABRESEExecutive DirecFT$35,777-$35,777
JOHN T ASHWORTH SRASecretary/Treas-$0--
RAYMOND SMITHPresident-$0--
FRANK MOLINARIVice President-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$4,852
Current Year Nondeductible Lobbying and Political Cost$3,510
Filing and Contact Details

Filer

EIN
68-0276475
Phone
9169729700

Signing Officer

Name
Jenny Calabrese
Title
Executive Direc
Signed
2014-05-15
Discuss with paid preparer
Yes

Preparer

Preparer
Cheryl A Tinseth
Phone
9168061248
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $1080

Other Expenses.1002

Office Expenses $1372

Other Expenses.1005

Travel $6654

Other Expenses.1009

Depreciation $1175

Other Expenses.1

Education expenses $68371

Other Expenses.2

Administrative fees $2015

Other Expenses.3

website maintenance $1805

Other Expenses.5

Chapter meeting expense $998

Other Expenses.6

PAYROLL PROCESSING $814

Other Expenses.7

TELEPHONE $713

Other Expenses.8

Program supplies/misc $487

Other Expenses.9

SECURITY $249

Other Assets.1003

Machinery and Equipment - Beginning $2907 Machinery and Equipment - Ending $1732

Other Assets.1005

Accounts Receivable - Beginning $11900 Accounts Receivable - Ending $1970

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $400

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $50 Accounts Payable and Accrued Expenses - Ending $20

Total Liabilities.1003

Deferred Revenue - Beginning $7829 Deferred Revenue - Ending $10153

Raw XML Appendix157 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0JENNY CALABRESE
IRS990EZ/BooksInCareOfDetail/PhoneNum09169729700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102701 COTTAGE WAY 29
IRS990EZ/BooksInCareOfDetail/USAddress/City0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode095825
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0117012
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt096742
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum09464
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0950
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt016250
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0123940
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IRS990EZ/OccupancyRentUtltsAndMaintAmt03022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNY CALABRESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN T ASHWORTH SRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RAYMOND SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FRANK MOLINARI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Direc
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary/Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt014807
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04102
IRS990EZ/OtherExpensesTotalAmt085733
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ADVANCE PROFESSIONALISM AND ETHICS, GLOBAL STANDARDS, METHODOLOGIES, AND PRACTICES THROUGHT THE PROFESSIONAL DEVELOPMENT OF PROPERTY ECONOMICS WORLDWIDE
IRS990EZ/PrintingPublicationsPostageAmt01061
IRS990EZ/ProgramServiceRevenueAmt082493
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EDUCATIONAL OPPORTUNITY TO MEMBERS USING TEXT BOOKS AND EXPERT INSTRUCTION AT ITS REGULARLY PROVIDED CONTINUED PROFESSIONAL EDUCATION COURSES,SEMINARS AND CONFERENCES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE NETWORKING AND THE OPPORTUNITY TO EXCHANGE INFORMATION AND IDEAS TO MEMBERS AND GUESTS THROUGH CHAPTER EVENTS AND MEETINGS WHILE PROMOTING THE ADVANTAGES OF CHAPTER MEMBERSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt070776
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11095
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt038976
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07879
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010173
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0132962
IRS990EZ/TotalProgramServiceExpensesAmt071871
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.sac-ai.org
IRS990ScheduleC/AggregateReportedDuesNtcAmt03945
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/CarriedOverAmt0907
IRS990ScheduleC/DuesAssessmentsAmt016250
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt01342
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt03510
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt04852
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $6654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $1175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EDUCATION EXPENSES $68371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ADMINISTRATIVE FEES $2015
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6website maintenance $1805
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CHAPTER MEETING EXPENSE $998
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PAYROLL PROCESSING $814
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TELEPHONE $713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PROGRAM SUPPLIES/MISC $487
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SECURITY $249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Machinery and Equipment - Beginning $2907 Machinery and Equipment - Ending $1732
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Receivable - Beginning $11900 Accounts Receivable - Ending $1970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Accounts Payable and Accrued Expenses - Beginning $50 Accounts Payable and Accrued Expenses - Ending $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Deferred Revenue - Beginning $7829 Deferred Revenue - Ending $10153
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1003
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY CALABRESE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10SACRAMENTO SIERRA CHAPTER OF THE
ReturnHeader/Filer/BusinessName/BusinessNameLine20APPRAISAL INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0SACR
ReturnHeader/Filer/EIN0680276475
ReturnHeader/Filer/PhoneNum09169729700
ReturnHeader/Filer/USAddress/AddressLine102701 COTTAGE WAY
ReturnHeader/Filer/USAddress/City0SACRAMENTO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095825
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10TINSETH ACCOUNTANCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10POBox 221726
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0958228726
ReturnHeader/PreparerPersonGrp/PhoneNum09168061248
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cheryl A Tinseth
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-15T17:35:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings