Civic Intelligence

Appraisal Institute

990EZ • Fiscal year 2015 • EIN 68-0276475

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

1708 Q StreetSacramento, CA 95811

(916) 972-9700

Siviq Scores

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

Liabilities / Assets

74th percentile

0.11x

Higher debt load relative to assets than 74% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

77th percentile

0.10x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

17th percentile

-14%

Higher net margin than 17% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$38,883

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 35.1% of source-year revenue.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

16th percentile

-19%

Faster asset growth than 16% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-31%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$97,271

Down $22,752 (-19%) from 2014

Net Assets

Down

$86,409

Down $15,633 (-15%) from 2014

Liabilities

Down

$10,862

Down $7,119 (-40%) from 2014

Revenue

Down

$110,748

Down $48,869 (-31%) from 2014

Expenses

Down

$126,381

Down $21,865 (-15%) from 2014

Net Income

Down

-$15,633

Down $27,004 (-237%) from 2014

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

2015

Assets$97,271
Liabilities$10,862
Net Assets$86,409

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

2015

Revenue$110,748
Expenses$126,381
Net Income-$15,633
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.0
Gross Receipts
$110,748
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--
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--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNY CALABRESEExecutive DirecFT$38,883-$38,883
ADAM BURSCHVice President-$0--
JOHN ASHWORTHPresident-$0--
STEVE PARENTSecretary-Treas-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$3,382
Current Year Nondeductible Lobbying and Political Cost$3,030
Filing and Contact Details

Filer

Filer Name
Sacramento Sierra Chapter of the
EIN
68-0276475
Phone
9169729700
Address
1708 Q STREET, SACRAMENTO, CA 95811

Signing Officer

Name
Jenny Calabrese
Title
Executive Direc
Signed
2016-05-16
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 $1230

Other Expenses.1002

Office Expenses $1515

Other Expenses.1007

Conferences, Conventions, and Meetings $7521

Other Expenses.1009

Depreciation $332

Other Expenses.1

Education expenses $58435

Other Expenses.2

Chapter meeting expense $4730

Other Expenses.3

website maintenance $1330

Other Expenses.4

TELEPHONE $771

Other Expenses.5

PAYROLL PROCESSING $736

Other Assets.1003

Machinery and Equipment - Beginning $558 Machinery and Equipment - Ending $226

Other Assets.1005

Accounts Receivable - Beginning $1667 Accounts Receivable - Ending $0

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $500 Prepaid Expenses and Deferred Charges - Ending $1420

Total Liabilities.1001

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

Total Liabilities.1003

Deferred Revenue - Beginning $17961 Deferred Revenue - Ending $10842

Raw XML Appendix148 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/BOYAmt0117298
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt095625
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15633
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05892
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0120023
IRS990EZ/Form990TotalAssetsGrp/EOYAmt097271
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0110748
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum09464
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0316
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt033316
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0102042
IRS990EZ/NetAssetsOrFundBalancesEOYAmt086409
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0102042
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt086409
IRS990EZ/OccupancyRentUtltsAndMaintAmt02500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt038883
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNY CALABRESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ADAM BURSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN ASHWORTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE PARENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Direc
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary-treas
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02725
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01646
IRS990EZ/OtherExpensesTotalAmt076600
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/PrintingPublicationsPostageAmt0361
IRS990EZ/ProgramServiceRevenueAmt077116
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt041028
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt017981
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010862
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0126381
IRS990EZ/TotalRevenueAmt0110748
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.sac-ai.org
IRS990ScheduleC/AggregateReportedDuesNtcAmt03090
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/CarriedOverAmt0292
IRS990ScheduleC/DuesAssessmentsAmt033316
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt0352
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt03030
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt03382
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $7521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EDUCATION EXPENSES $58435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHAPTER MEETING EXPENSE $4730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6website maintenance $1330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TELEPHONE $771
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PAYROLL PROCESSING $736
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Machinery and Equipment - Beginning $558 Machinery and Equipment - Ending $226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Receivable - Beginning $1667 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Prepaid Expenses and Deferred Charges - Beginning $500 Prepaid Expenses and Deferred Charges - Ending $1420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Payable and Accrued Expenses - Beginning $20 Accounts Payable and Accrued Expenses - Ending $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Deferred Revenue - Beginning $17961 Deferred Revenue - Ending $10842
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1003
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY CALABRESE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
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/AddressLine1Txt01708 Q STREET
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095811
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/ReturnTs02016-05-16T16:07:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings