Civic Intelligence

San Joaquin County Management Association Inc

990EZ • Fiscal year 2017 • EIN 68-0434874

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 24, 2017

Organization ProfileN/A
PO Box 515French Camp, CA 95231

(209) 468-3007

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

98th percentile

56%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

81st percentile

20%

Faster asset growth than 81% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

27%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$197,096

Up $32,397 (+20%) from 2016

Net Assets

Up

$197,096

Up $32,397 (+20%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin98th percentile

Revenue

Up

$57,884

Up $12,336 (+27%) from 2016

Expenses

Up

$25,487

Up $1,040 (+4.3%) from 2016

Net Income

Up

$32,397

Up $11,296 (+54%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$400K$300K$200K$100K$0Assets 2012: $83,837Liabilities 2012: $0Net Assets 2012: $83,8372012Assets 2013: $94,762Liabilities 2013: $0Net Assets 2013: $94,7622013Assets 2014: $121,654Liabilities 2014: $0Net Assets 2014: $121,6542014Assets 2015: $143,598Liabilities 2015: $0Net Assets 2015: $143,5982015Assets 2016: $164,699Liabilities 2016: $0Net Assets 2016: $164,6992016Assets 2017: $197,096Liabilities 2017: $0Net Assets 2017: $197,0962017Assets 2018: $209,439Liabilities 2018: $0Net Assets 2018: $209,4392018Assets 2019: $235,572Liabilities 2019: $0Net Assets 2019: $235,5722019Assets 2020: $251,565Liabilities 2020: $0Net Assets 2020: $251,5652020Assets 2021: $256,768Liabilities 2021: $0Net Assets 2021: $256,7682021Assets 2022: $253,242Liabilities 2022: $0Net Assets 2022: $253,2422022Assets 2023: $282,022Liabilities 2023: $0Net Assets 2023: $282,0222023Assets 2024: $287,096Liabilities 2024: $0Net Assets 2024: $287,0962024Assets 2025: $303,465Liabilities 2025: $0Net Assets 2025: $303,4652025

Highlighted filing

2017

Assets$197,096
Liabilities$0
Net Assets$197,096
Open 2017 Filing

Operations Trend

Revenue Growth91st percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $27,789Expenses 2012: $29,853Net Income 2012: -$2,0642012Revenue 2013: $31,206Expenses 2013: $20,281Net Income 2013: $10,9252013Revenue 2014: $61,678Expenses 2014: $34,786Net Income 2014: $26,8922014Revenue 2015: $54,325Expenses 2015: $32,381Net Income 2015: $21,9442015Revenue 2016: $45,548Expenses 2016: $24,447Net Income 2016: $21,1012016Revenue 2017: $57,884Expenses 2017: $25,487Net Income 2017: $32,3972017Revenue 2018: $39,088Expenses 2018: $26,745Net Income 2018: $12,3432018Revenue 2019: $61,175Expenses 2019: $35,042Net Income 2019: $26,1332019Revenue 2020: $50,468Expenses 2020: $34,475Net Income 2020: $15,9932020Revenue 2021: $43,628Expenses 2021: $38,425Net Income 2021: $5,2032021Revenue 2022: $51,205Expenses 2022: $54,731Net Income 2022: -$3,5262022Revenue 2023: $63,633Expenses 2023: $34,853Net Income 2023: $28,7802023Revenue 2024: $49,536Expenses 2024: $44,462Net Income 2024: $5,0742024Revenue 2025: $61,492Expenses 2025: $45,123Net Income 2025: $16,3692025

Highlighted filing

2017

Revenue$57,884
Expenses$25,487
Net Income$32,397
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 24, 2017
Return Version
2016v3.0
Gross Receipts
$57,884
Mission and Program Overview

Mission

The organization provides representation for grievances and collective bargaining by a committee of unpaid members and consultation of outside legal and professional services.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION REPRESENTED MORE THAN 190 MEMBERS IN COLLECTIVE BARGAINING. IN ADDITION, THE ORGANIZATION REPRESENTS MEMBERS WITH GRIEVANCES$0$0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TALLIE CLAYPOOLPresidentPT$0--
CARTER LITTLEVice-President-$0--
DAVID GORTONTreasurerPT$0--
ADELE CAMPOSSecretaryPT$0--
JERRY SMITHMember At Large-$0--
Filing and Contact Details

Filer

Filer Name
San Joaquin County Management
EIN
68-0434874
Phone
2094683007
Address
PO BOX 515, FRENCH CAMP, CA 95231

Signing Officer

Name
Tallie Claypool
Title
President
Phone
2094683007
Signed
2017-07-24
Discuss with paid preparer
Yes

Preparer

Firm
Bowman & Company Llp
Address
10100 TRINITY PARKWAYSTE 310, STOCKTON, CA 95219
Preparer
Gary R Daniel
Phone
2094731040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 1,324.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: employee representation fee. Amount: 22,733. Description: liability insurance. Amount: 1,487. Description: meeting expense. Amount: 340. Description: office expense. Amount: 18. Description: filing fee. Amount: 45. Total to form 990-ez, line 16: 24,623.”

Raw XML Appendix125 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DAVID GORTON
IRS990EZ/BooksInCareOfDetail/PhoneNum02094683007
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07529 OAKCREEK DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095207
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0164699
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0197096
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt032397
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0800
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0164699
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0197096
IRS990EZ/GrossReceiptsAmt057884
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01324
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt056560
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0164699
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0197096
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0164699
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0197096
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TALLIE CLAYPOOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARTER LITTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID GORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ADELE CAMPOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JERRY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER AT LARGE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt024623
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION PROVIDES REPRESENTATION FOR GRIEVANCES AND COLLECTIVE BARGAINING BY A COMMITTEE OF UNPAID MEMBERS AND CONSULTATION OF OUTSIDE LEGAL AND PROFESSIONAL SERVICES.
IRS990EZ/PrintingPublicationsPostageAmt064
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION REPRESENTED MORE THAN 190 MEMBERS IN COLLECTIVE BARGAINING. IN ADDITION, THE ORGANIZATION REPRESENTS MEMBERS WITH GRIEVANCES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt025487
IRS990EZ/TotalRevenueAmt057884
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1,324.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: EMPLOYEE REPRESENTATION FEE. AMOUNT: 22,733. DESCRIPTION: LIABILITY INSURANCE. AMOUNT: 1,487. DESCRIPTION: MEETING EXPENSE. AMOUNT: 340. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 18. DESCRIPTION: FILING FEE. AMOUNT: 45. TOTAL TO FORM 990-EZ, LINE 16: 24,623.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TALLIE CLAYPOOL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02094683007
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN JOAQUIN COUNTY MANAGEMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0680434874
ReturnHeader/Filer/PhoneNum02094683007
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 515
ReturnHeader/Filer/USAddress/CityNm0FRENCH CAMP
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095231
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId071B88AA19AF50497F2031EE8652F6D555F9A0F64
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FECAAD359A7802BF5B6DAFE19507089F5C45C436
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.151.71.41
ReturnHeader/FilingSecurityInformation/IPDt02017-07-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:41:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941481988
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOWMAN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010100 TRINITY PARKWAYSTE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02094731040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY R DANIEL
ReturnHeader/ReturnTs02017-08-01T10:27:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$197,096
Liabilities
$0
Net assets
$197,096
Revenue
$57,884
Expenses
$25,487
Net income
$32,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.61$0.45$0.16
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.50$0.44$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.64$0.35$0.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.00$2.53$0.51$0.55$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$0.44$0.38$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.00$2.52$0.50$0.34$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$0.61$0.35$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$0.39$0.27$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.58$0.25$0.32
2016Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.46$0.24$0.21
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.54$0.32$0.22
2014Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.62$0.35$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$0.31$0.20$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.00$0.84$0.28$0.30$0.02