Civic Intelligence

Petaluma Downtown Association Inc

990 • Fiscal year 2014 • EIN 68-0342193

Jul 01, 2013 to Jun 30, 2014 • Filed on May 05, 2014

Organization Profilewww.petalumadowntown.com
210 Lakeville Street94952

(707) 762-9348

Siviq Scores

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

Liabilities / Assets

70th percentile

0.07x

Higher debt load relative to assets than 70% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.03x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

46th percentile

1.4%

Higher net margin than 46% 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

58th percentile

6.9%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

29th percentile

-8.1%

Faster revenue growth than 29% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$232,482

Up $14,907 (+6.9%) from 2013

Net Assets

Up

$215,865

Up $6,933 (+3.3%) from 2013

Liabilities

Up

$16,617

Up $7,974 (+92%) from 2013

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin46th percentile

Revenue

Down

$482,945

Down $42,660 (-8.1%) from 2013

Expenses

Down

$476,012

Down $23,481 (-4.7%) from 2013

Net Income

Down

$6,933

Down $19,179 (-73%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$1.0M$500K$0Assets 2011: $262,212Liabilities 2011: $14,139Net Assets 2011: $248,0732011Assets 2012: $202,572Liabilities 2012: $19,752Net Assets 2012: $182,8202012Assets 2013: $217,575Liabilities 2013: $8,643Net Assets 2013: $208,9322013Assets 2014: $232,482Liabilities 2014: $16,617Net Assets 2014: $215,8652014Assets 2015: $285,334Liabilities 2015: $19,211Net Assets 2015: $266,1232015Assets 2016: $351,987Liabilities 2016: $28,466Net Assets 2016: $323,5212016Assets 2017: $197,289Liabilities 2017: $9,551Net Assets 2017: $187,7382017Assets 2018: $283,747Liabilities 2018: $0Net Assets 2018: $283,7472018Assets 2019: $335,579Liabilities 2019: $1,707Net Assets 2019: $333,8722019Assets 2020: $515,025Liabilities 2020: $213,726Net Assets 2020: $301,2992020Assets 2021: $496,526Liabilities 2021: $273,934Net Assets 2021: $222,5922021Assets 2022: $551,678Liabilities 2022: $151,999Net Assets 2022: $399,6792022Assets 2023: $829,502Liabilities 2023: $149,882Net Assets 2023: $679,6202023Assets 2024: $846,411Liabilities 2024: $154,230Net Assets 2024: $692,1812024

Highlighted filing

2014

Assets$232,482
Liabilities$16,617
Net Assets$215,865
Open 2014 Filing

Operations Trend

Revenue Growth29th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $446,344Expenses 2011: $457,520Net Income 2011: -$11,1762011Revenue 2012: $367,839Expenses 2012: $433,092Net Income 2012: -$65,2532012Revenue 2013: $525,605Expenses 2013: $499,493Net Income 2013: $26,1122013Revenue 2014: $482,945Expenses 2014: $476,012Net Income 2014: $6,9332014Revenue 2015: $513,923Expenses 2015: $463,665Net Income 2015: $50,2582015Revenue 2016: $604,717Expenses 2016: $547,319Net Income 2016: $57,3982016Revenue 2017: $522,055Expenses 2017: $657,838Net Income 2017: -$135,7832017Revenue 2018: $707,781Expenses 2018: $611,772Net Income 2018: $96,0092018Revenue 2019: $688,537Expenses 2019: $638,412Net Income 2019: $50,1252019Revenue 2020: $693,459Expenses 2020: $726,032Net Income 2020: -$32,5732020Revenue 2021: $456,415Expenses 2021: $535,179Net Income 2021: -$78,7642021Revenue 2022: $888,713Expenses 2022: $712,331Net Income 2022: $176,3822022Revenue 2023: $1,038,857Expenses 2023: $758,916Net Income 2023: $279,9412023Revenue 2024: $1,023,787Expenses 2024: $1,011,226Net Income 2024: $12,5612024

Highlighted filing

2014

Revenue$482,945
Expenses$476,012
Net Income$6,933
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 5, 2014
Return Version
2013v4.0
Gross Receipts
$482,945
Mission and Program Overview

Mission

To contribute to the betterment of the petaluma historic central area and to promote and enhance its position as the city's retail and commercial center.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$208,932$215,865▲ $6,933
Cash and Non-Interest-Bearing Accounts$92,122$116,454▲ $24,332
Savings and Temporary Cash Investments$115,001$112,949▼ $2,052
Accounts Receivable$6,805$0▼ $6,805
Land, Buildings, and Equipment, Net$2,372$1,801▼ $571
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$217,575$232,482▲ $14,907
Other Assets Total$1,275$1,278▲ $3
Liabilities
Accounts Payable and Accrued Expenses$8,642$16,617▲ $7,975
Other Liabilities$1--
Total Liabilities$8,643$16,617▲ $7,974
Net Assets / Fund Balance
Total Net Assets Fund Balance$208,932$215,865▲ $6,933
Total Liabilities and Net Assets / Fund Balance$217,575$232,482▲ $14,907

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,801$25,431$27,232
Compensation and Service Providers
Top Officer Pay68th percentile

Board Members and Trustees

NameTitle
Jeff MaynePast President
Karla SchikorePresident
Paul DemillVice President
Christine AluiaDirector
Eric LafranchiDirector
Helen ChishamDirector
Jeffrey HowardDirector
Marie SchmittrothDirector
Michelle Mc CauleyDirector
Ross a JonesDirector
Sean PayneDirector
Kyle RestadSecretary
Joann Ritko PozziTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$482,888
Investment Income
$57
Other Revenue
$0
Change in Net Assets
$6,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$267,452
Salaries, Compensation, and Employee Benefits$208,560
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$129,059$32,265-$161,324
Advertising$66,090--$66,090
Other Employee Benefits$24,179$6,045-$30,224
Payroll Taxes$13,610$3,402-$17,012
Fees for Services Other$5,596$5,596-$11,192
Office Expenses$4,835$4,834-$9,669
All Other Expenses$4,744$4,741-$9,485
Occupancy$4,060$4,060-$8,120
Insurance$3,899$3,898-$7,797
Other Expenses$2,320$2,320-$4,640
Depreciation Depletion$651$651-$1,302
Travel$498$498-$996
Total Functional Expenses$399,221$76,791$0$476,012
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Copies of the form 990 are provided to the board of directors for review.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board members are required to sign a conflict of interest form annually. Additionally, all real or perceived conflicts of interest will be brought to the attention of the level of authority necessary for consideration and resolution.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The executive director is employed by the board of directors, is responsible to the board and is evaluated by the human resources committee for performance.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents are available to the public upon request.”

Filing and Contact Details

Filer

EIN
68-0342193
Phone
7077629348

Signing Officer

Name
Joann Ritko Pozzi
Title
Treasurer
Signed
2014-05-05
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
10
Volunteers
268

Preparer

Preparer
Lori A Enochs
Phone
7077952691
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IRS990/NetAssetsOrFundBalancesBOYAmt0208932
IRS990/NetAssetsOrFundBalancesEOYAmt0215865
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt04060
IRS990/OccupancyGrp/ProgramServicesAmt04060
IRS990/OccupancyGrp/TotalAmt08120
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04834
IRS990/OfficeExpensesGrp/ProgramServicesAmt04835
IRS990/OfficeExpensesGrp/TotalAmt09669
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01275
IRS990/OtherAssetsTotalGrp/EOYAmt01278
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06045
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt024179
IRS990/OtherEmployeeBenefitsGrp/TotalAmt030224
IRS990/OtherExpensesGrp/Desc0EVENTS/PROGRAMS
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05384
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13097
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22320
IRS990/OtherExpensesGrp/ProgramServicesAmt0131198
IRS990/OtherExpensesGrp/ProgramServicesAmt15385
IRS990/OtherExpensesGrp/ProgramServicesAmt23097
IRS990/OtherExpensesGrp/ProgramServicesAmt32320
IRS990/OtherExpensesGrp/TotalAmt0131198
IRS990/OtherExpensesGrp/TotalAmt110769
IRS990/OtherExpensesGrp/TotalAmt26194
IRS990/OtherExpensesGrp/TotalAmt34640
IRS990/OtherLiabilitiesGrp/BOYAmt01
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt032265
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0129059
IRS990/OtherSalariesAndWagesGrp/TotalAmt0161324
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03402
IRS990/PayrollTaxesGrp/ProgramServicesAmt013610
IRS990/PayrollTaxesGrp/TotalAmt017012
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0BID ASSESSMENT INCOME
IRS990/ProgramServiceRevenueGrp/Desc1EVENTS
IRS990/ProgramServiceRevenueGrp/Desc2Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc3SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/Desc4VISITOR PROGRAM CONTRACT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt035187
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1180108
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt27500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt354093
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4206000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt035187
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1180108
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt27500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt354093
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4206000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0478
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0294575
IRS990/PYProgramServiceRevenueAmt0525127
IRS990/PYRevenuesLessExpensesAmt026112
IRS990/PYSalariesCompEmpBnftPaidAmt0204918
IRS990/PYTotalExpensesAmt0499493
IRS990/PYTotalRevenueAmt0525605
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt06933
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0482400
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0208932
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0215865
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0115001
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0112949
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01801
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt025431
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt027232
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01801
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPIES OF THE FORM 990 ARE PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST FORM ANNUALLY. ADDITIONALLY, ALL REAL OR PERCEIVED CONFLICTS OF INTEREST WILL BE BROUGHT TO THE ATTENTION OF THE LEVEL OF AUTHORITY NECESSARY FOR CONSIDERATION AND RESOLUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR IS EMPLOYED BY THE BOARD OF DIRECTORS, IS RESPONSIBLE TO THE BOARD AND IS EVALUATED BY THE HUMAN RESOURCES COMMITTEE FOR PERFORMANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0217575
IRS990/TotalAssetsEOYAmt0232482
IRS990/TotalAssetsGrp/BOYAmt0217575
IRS990/TotalAssetsGrp/EOYAmt0232482
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt076791
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0399221
IRS990/TotalFunctionalExpensesGrp/TotalAmt0476012
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08643
IRS990/TotalLiabilitiesEOYAmt016617
IRS990/TotalLiabilitiesGrp/BOYAmt08643
IRS990/TotalLiabilitiesGrp/EOYAmt016617
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0208932
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0215865
IRS990/TotalProgramServiceExpensesAmt0399148
IRS990/TotalProgramServiceRevenueAmt0482888
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0482945
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0482945
IRS990/TotalVolunteersCnt0268
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0217575
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0232482

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$232,482
Liabilities
$16,617
Net assets
$215,865
Revenue
$482,945
Expenses
$476,012
Net income
$6,933
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.15$0.69$1.02$1.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.83$0.15$0.68$1.04$0.76$0.28
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.15$0.40$0.89$0.71$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.27$0.22$0.46$0.54$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.21$0.30$0.69$0.73$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.33$0.69$0.64$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.71$0.61$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.20$0.01$0.19$0.52$0.66$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.03$0.32$0.60$0.55$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.02$0.27$0.51$0.46$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.02$0.22$0.48$0.48$0.01
2013Summary only. Only limited summary data is available for this year.$0.22$0.01$0.21$0.53$0.50$0.03
2012Summary only. Only limited summary data is available for this year.$0.20$0.02$0.18$0.37$0.43$0.07
2011Summary only. Only limited summary data is available for this year.$0.26$0.01$0.25$0.45$0.46$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)6 • <$500k nonprofits