Civic Intelligence

Sonoma County Lodging Association

990EZ • Fiscal year 2014 • EIN 68-0439398

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 05, 2015

Organization Profilewww.sonomacountylodging.com
PO Box 6181Santa Rosa, CA 95406-6181

(707) 837-1928

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

48th percentile

2.2%

Higher net margin than 48% of similar nonprofits.

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

Top Officer Pay

73rd percentile

$13,677

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 68.5% of source-year revenue.

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

Asset Growth

47th percentile

1.8%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

35th percentile

-4.8%

Faster revenue growth than 35% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$13,002

Up $230 (+1.8%) from 2013

Net Assets

Up

$13,002

Up $230 (+1.8%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin48th percentile

Revenue

Down

$19,959

Down $1,008 (-4.8%) from 2013

Expenses

Up

$19,519

Up $2,034 (+12%) from 2013

Net Income

Down

$440

Down $3,042 (-87%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$80K$60K$40K$20K$0Assets 2011: $9,539Liabilities 2011: $02011Assets 2012: $9,290Net Assets 2012: $9,2902012Assets 2013: $12,772Net Assets 2013: $12,7722013Assets 2014: $13,002Net Assets 2014: $13,0022014Assets 2015: $46,098Net Assets 2015: $46,0982015Assets 2016: $64,070Net Assets 2016: $64,0702016Assets 2017: $45,313Net Assets 2017: $45,3132017Assets 2018: $70,158Net Assets 2018: $70,1582018Assets 2019: $0Net Assets 2019: $02019

Highlighted filing

2014

Assets$13,002
Liabilities-
Net Assets$13,002
Open 2014 Filing

Operations Trend

Revenue Growth35th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $19,556Expenses 2011: $18,537Net Income 2011: $1,0192011Revenue 2012: $18,248Expenses 2012: $18,497Net Income 2012: -$2492012Revenue 2013: $20,967Expenses 2013: $17,485Net Income 2013: $3,4822013Revenue 2014: $19,959Expenses 2014: $19,519Net Income 2014: $4402014Revenue 2015: $78,661Expenses 2015: $45,565Net Income 2015: $33,0962015Revenue 2016: $65,048Expenses 2016: $47,076Net Income 2016: $17,9722016Revenue 2017: $44,603Expenses 2017: $63,358Net Income 2017: -$18,7552017Revenue 2018: $89,418Expenses 2018: $64,573Net Income 2018: $24,8452018Revenue 2019: $0Expenses 2019: $70,158Net Income 2019: -$70,1582019

Highlighted filing

2014

Revenue$19,959
Expenses$19,519
Net Income$440
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 5, 2015
Return Version
2014v5.0
Gross Receipts
$39,637
Mission and Program Overview

Mission

Sonoma County Hotel and Lodging Promotion

Sonoma County Hotel & Lodging Promotion

Program Services

DescriptionGrantsExpenses
The Association was established by hotel and lodging owners to facilitate promotion of hotel and lodging establishments and high school culinary arts programs in Sonoma County.$10,500-
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDY GROVERMAN WALKERConsultant-$13,677-$13,677
LOWELL JOHNSONPresident-$0--
SALLY SHAFFERVice President-$0--
LUCY LEWANDSecretary-$0--
STEVE JUNGTreasurer-$0--
FLORIANN BYNUMDirector-$0--
APHRODITE CASERTADirector-$0--
MAX CHILDSDirector-$0--
RACHEL LEGRANDDirector-$0--
TIM MCGREGORDirector-$0--
BRIAN MONTANEZDirector-$0--
MIKE SALINASDirector-$0--
LARRY WILLISDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dueling Chefs$38,590$18,064$12,960$5,104
Total Events$38,590$18,064$19,678$-1,614
Filing and Contact Details

Filer

Filer Name
Sonoma County Lodging Association
EIN
68-0439398
Phone
7078371928
Address
PO Box 6181, Santa Rosa, CA 95406-6181

Signing Officer

Name
Steve Jung
Title
Treasurer
Phone
7078371928
Signed
2015-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Meyer & Associates A Certified Public Accountancy
Address
10 Commercial Blvd Ste 104, Novato, CA 94949
Preparer
Derek J Meyer CPA
Phone
4153829188
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“TAX REFUND 10.”

Form 990EZ, Part I, Line 10

“Promote school culinary arts program donation cloverdale high school none 1500. Promote school culinary arts program donation healdsburg high school none 1500. Promote school culinary arts program donation maria carillo high school none 1500. Promote school culinary arts program donation piner high school none 1500. Promote school culinary arts program donation windsor high school - vineyard academy none 1500. Promote school culinary arts program donation el molino high school none 1500. Promote”

Form 990EZ, Part I, Line 16

“Annual meeting 1244. Bank service charges 123. Donation 2230. Insurance 1437. Website expense 619. Taxes - state 10.”

Form 990EZ, Part I, Line 20

“Prior period adjustments -210.”

Raw XML Appendix160 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum07075845466
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rohnert Park
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094928
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012772
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt010500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt124.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1213677
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LOWELL JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SALLY SHAFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LUCY LEWAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE JUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4FLORIANN BYNUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5APHRODITE CASERTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MAX CHILDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RACHEL LEGRAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TIM MCGREGOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BRIAN MONTANEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MIKE SALINAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11LARRY WILLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12JUDY GROVERMAN WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Consultant
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-210
IRS990EZ/OtherExpensesTotalAmt05663
IRS990EZ/OtherRevenueTotalAmt010
IRS990EZ/PrimaryExemptPurposeTxt0Sonoma County Hotel & Lodging Promotion
IRS990EZ/ProgramServiceRevenueAmt01037
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Association was established by hotel and lodging owners to facilitate promotion of hotel and lodging establishments and high school culinary arts programs in Sonoma County.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt019519
IRS990EZ/TotalRevenueAmt019959
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.sonomacountylodging.com
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt020526
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012960
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012960
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TAX REFUND 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROMOTE SCHOOL CULINARY ARTS PROGRAM DONATION CLOVERDALE HIGH SCHOOL NONE 1500. PROMOTE SCHOOL CULINARY ARTS PROGRAM DONATION HEALDSBURG HIGH SCHOOL NONE 1500. PROMOTE SCHOOL CULINARY ARTS PROGRAM DONATION MARIA CARILLO HIGH SCHOOL NONE 1500. PROMOTE SCHOOL CULINARY ARTS PROGRAM DONATION PINER HIGH SCHOOL NONE 1500. PROMOTE SCHOOL CULINARY ARTS PROGRAM DONATION WINDSOR HIGH SCHOOL - VINEYARD ACADEMY NONE 1500. PROMOTE SCHOOL CULINARY ARTS PROGRAM DONATION EL MOLINO HIGH SCHOOL NONE 1500. PROMOTE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL MEETING 1244. BANK SERVICE CHARGES 123. DONATION 2230. INSURANCE 1437. WEBSITE EXPENSE 619. TAXES - STATE 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR PERIOD ADJUSTMENTS -210.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE JUNG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07078371928
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sonoma County Lodging Association
ReturnHeader/Filer/BusinessNameControlTxt0SONO
ReturnHeader/Filer/EIN0680439398
ReturnHeader/Filer/PhoneNum07078371928
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 6181
ReturnHeader/Filer/USAddress/CityNm0Santa Rosa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0954066181
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Meyer & Associates A Certified Public Accountancy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 Commercial Blvd Ste 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Novato
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094949
ReturnHeader/PreparerPersonGrp/PhoneNum04153829188
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEREK J MEYER CPA
ReturnHeader/ReturnTs02015-11-12T15:46:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$13,002
Liabilities
-
Net assets
$13,002
Revenue
$19,959
Expenses
$19,519
Net income
$440
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$70.2$70.2
2018Detailed filing. Detailed filing data is available for this year.$70.2$70.2$89.4$64.6$24.8
2017Detailed filing. Detailed filing data is available for this year.$45.3$45.3$44.6$63.4$18.8
2016Detailed filing. Detailed filing data is available for this year.$64.1$64.1$65.0$47.1$18.0
2015Detailed filing. Detailed filing data is available for this year.$46.1$46.1$78.7$45.6$33.1
2014Detailed filing. Detailed filing data is available for this year.$13.0$13.0$20.0$19.5$0.44
2013Detailed filing. Detailed filing data is available for this year.$12.8$12.8$21.0$17.5$3.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.29$9.29$18.2$18.5$0.25
2011Summary only. Only limited summary data is available for this year.$9.54$0.00$19.6$18.5$1.02