Civic Intelligence

Appraisal Institute

990EZ • Fiscal year 2014 • EIN 68-0276475

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

2701 Cottage WaySacramento, CA 95825

(916) 972-9700

Siviq Scores

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

Liabilities / Assets

77th percentile

0.15x

Higher debt load relative to assets than 77% of similar nonprofits.

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

Liabilities / Revenue

79th percentile

0.11x

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

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

Net Margin

62nd percentile

7.1%

Higher net margin than 62% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$41,535

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 26.0% of source-year revenue.

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

Asset Growth

75th percentile

19%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

93rd percentile

60%

Faster revenue growth than 93% of similar nonprofits.

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

Assets

Up

$120,023

Up $19,179 (+19%) from 2013

Net Assets

Up

$102,042

Up $11,371 (+13%) from 2013

Liabilities

Up

$17,981

Up $7,808 (+77%) from 2013

Revenue

Up

$159,617

Up $59,924 (+60%) from 2013

Expenses

Up

$148,246

Up $15,284 (+11%) from 2013

Net Income

Up

$11,371

Up $44,640 (+134%) from 2013

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

2014

Assets$120,023
Liabilities$17,981
Net Assets$102,042

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

2014

Revenue$159,617
Expenses$148,246
Net Income$11,371
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Gross Receipts
$159,617
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$74,540-
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$6,525-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNY CALABRESEExecutive DirecFT$41,535-$41,535
ADAM BURSCHSecretary/Treas-$0--
JOHN ASHWORTHVice President-$0--
FRANK MOLINARIPresident-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$4,117
Current Year Nondeductible Lobbying and Political Cost$3,210
Filing and Contact Details

Filer

Filer Name
Sacramento Sierra Chapter of the
EIN
68-0276475
Phone
9169729700
Address
2701 COTTAGE WAY, SACRAMENTO, CA 95825

Signing Officer

Name
Jenny Calabrese
Title
Executive Direc
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Tinseth Accountancy
Address
POBox 221726, SACRAMENTO, CA 95822-8726
Preparer
Cheryl A Tinseth
Phone
9168061248
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $438

Other Expenses.1002

Office Expenses $1235

Other Expenses.1005

Travel $5603

Other Expenses.1009

Depreciation $1174

Other Expenses.1

Education expenses $71401

Other Expenses.2

Chapter meeting expense $5362

Other Expenses.3

Administrative fees $3526

Other Expenses.5

PAYROLL PROCESSING $894

Other Expenses.6

Program supplies/misc $775

Other Expenses.7

TELEPHONE $772

Other Expenses.8

website maintenance $572

Other Assets.1003

Machinery and Equipment - Beginning $1732 Machinery and Equipment - Ending $558

Other Assets.1005

Accounts Receivable - Beginning $1970 Accounts Receivable - Ending $1667

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $400 Prepaid Expenses and Deferred Charges - Ending $500

Total Liabilities.1001

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

Total Liabilities.1003

Deferred Revenue - Beginning $10153 Deferred Revenue - Ending $17961

Raw XML Appendix155 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JENNY CALABRESE
IRS990EZ/BooksInCareOfDetail/PhoneNum09169729700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02701 COTTAGE WAY 29
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095825
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt096742
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0117298
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011371
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05725
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0100844
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0120023
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0159617
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum09464
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0627
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt033322
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt090671
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0102042
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt090671
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0102042
IRS990EZ/OccupancyRentUtltsAndMaintAmt02500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt041535
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNY CALABRESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ADAM BURSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN ASHWORTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FRANK MOLINARI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Direc
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary/Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04102
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02725
IRS990EZ/OtherExpensesTotalAmt091752
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/PrintingPublicationsPostageAmt01286
IRS990EZ/ProgramServiceRevenueAmt0125668
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/GrantsAndAllocationsAmt074540
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16525
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt046983
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010173
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt017981
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0148246
IRS990EZ/TotalProgramServiceExpensesAmt081065
IRS990EZ/TotalRevenueAmt0159617
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.sac-ai.org
IRS990ScheduleC/AggregateReportedDuesNtcAmt03765
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/CarriedOverAmt0352
IRS990ScheduleC/DuesAssessmentsAmt033322
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt0907
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt03210
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt04117
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $438
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $5603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $1174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EDUCATION EXPENSES $71401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHAPTER MEETING EXPENSE $5362
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADMINISTRATIVE FEES $3526
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PAYROLL PROCESSING $894
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PROGRAM SUPPLIES/MISC $775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TELEPHONE $772
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10website maintenance $572
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Machinery and Equipment - Beginning $1732 Machinery and Equipment - Ending $558
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Receivable - Beginning $1970 Accounts Receivable - Ending $1667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Prepaid Expenses and Deferred Charges - Beginning $400 Prepaid Expenses and Deferred Charges - Ending $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Accounts Payable and Accrued Expenses - Beginning $20 Accounts Payable and Accrued Expenses - Ending $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Deferred Revenue - Beginning $10153 Deferred Revenue - Ending $17961
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 Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1003
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY CALABRESE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SACRAMENTO SIERRA CHAPTER OF THE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0APPRAISAL INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0SACR
ReturnHeader/Filer/EIN0680276475
ReturnHeader/Filer/PhoneNum09169729700
ReturnHeader/Filer/USAddress/AddressLine1Txt02701 COTTAGE WAY
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095825
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TINSETH ACCOUNTANCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0POBox 221726
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0958228726
ReturnHeader/PreparerPersonGrp/PhoneNum09168061248
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cheryl A Tinseth
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-15T15:11:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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Filings