Civic Intelligence

South Bay Industrial Claims Association

EIN 77-0021804 • 501(c)3 • San Jose, CA

Profile

To provide education and information to individuals who are workers' compensation insurance carriers, independent adjusters, occupational medical physicians, vocational counselors, occupational health nurses, workers' compensation defense bar, and self insured employers.

PO Box 611447San Jose, CA 95161-1447

www.sbica.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

52nd percentile

2.4%

Higher net margin than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

61st percentile

3.8%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

42nd percentile

-10%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$6,639

Up $240 (+3.8%) from 2012

Liabilities

Flat

$0

Flat from 2012

Net Assets

Up

$6,639

Up $240 (+3.8%) from 2012

Operations
Liabilities / Revenue62nd percentileNet Margin52nd percentile

Revenue

Down

$10,187

Down $1,170 (-10%) from 2012

Expenses

Down

$9,947

Down $3,672 (-27%) from 2012

Net Income

Up

$240

Up $2,502 (+111%) from 2012

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2010: $11,451Liabilities 2010: $0Net Assets 2010: $11,4512010Assets 2011: $8,661Liabilities 2011: $0Net Assets 2011: $8,6612011Assets 2012: $6,399Liabilities 2012: $0Net Assets 2012: $6,3992012Assets 2013: $6,639Liabilities 2013: $0Net Assets 2013: $6,6392013

Highlighted filing

2013

Assets$6,639
Liabilities$0
Net Assets$6,639
Open 2013 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10KRevenue 2010: $16,480Expenses 2010: $19,665Net Income 2010: -$3,1852010Revenue 2011: $13,471Expenses 2011: $16,261Net Income 2011: -$2,7902011Revenue 2012: $11,357Expenses 2012: $13,619Net Income 2012: -$2,2622012Revenue 2013: $10,187Expenses 2013: $9,947Net Income 2013: $2402013

Highlighted filing

2013

Revenue$10,187
Expenses$9,947
Net Income$240
Open 2013 Filing

Filings

Most recent year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,639
Liabilities
$0
Net assets
$6,639
Revenue
$10,187
Expenses
$9,947
Net income
$240
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$10.2$9.95$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.40$0.00$6.40$11.4$13.6$2.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.66$0.00$8.66$13.5$16.3$2.79
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$0.00$11.5$16.5$19.7$3.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 11, 2014
Return Version
2013v3.0
Gross Receipts
$19,968
Mission and Program Overview

Mission

To provide education and information to individuals who are workers' compensation insurance carriers, independent adjusters, occupational medical physicians, vocational counselors, occupational health nurses, workers' compensation defense bar, and self insured employers.

Program Services

DescriptionGrantsExpenses
PROVIDED EDUCATIONAL INFORMATION ABOUT WORKERS' COMPENSATION ISSUES IN 2013 VIA LUNCHES, ANNUAL DINNERS, AND GOLF TOURNAMENT PROGRAMS$0$6,784
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID G DINDAKPresident-$0--
JODIE GUTIERREZVice President-$0--
GLORIA VALERIOSecretary-$0--
SHERYL BOARDMANTreasurer-$0--
ANNE HARTMANHospitality-$0--
EMMANUEL BAGNASHospitality-$0--
DALE MARTINEZMembership-$0--
Filing and Contact Details

Filer

EIN
77-0021804
Phone
4089605982

Signing Officer

Name
Sheryl Boardman
Title
Treasurer
Phone
4089605982
Signed
2014-08-11
Discuss with paid preparer
Yes

Preparer

Preparer
Lynda R Boman CPA
Phone
4088662004
Supplemental Narrative

Additional Explanations

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

“Description: monthly luncheon meetings. Amount: 6,784. Description: other administrative. Amount: 2,313. Total to form 990-ez, line 16: 9,097.”

Raw XML Appendix182 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
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IRS990EZ/BooksInCareOfDetail/USAddress/City0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0951611447
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID G DINDAK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHERYL BOARDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANNE HARTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EMMANUEL BAGNAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DALE MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HOSPITALITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HOSPITALITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBERSHIP
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATION AND INFORMATION TO INDIVIDUALS WHO ARE WORKERS' COMPENSATION INSURANCE CARRIERS, INDEPENDENT ADJUSTERS, OCCUPATIONAL MEDICAL PHYSICIANS, VOCATIONAL COUNSELORS, OCCUPATIONAL HEALTH NURSES, WORKERS' COMPENSATION DEFENSE BAR, AND SELF INSURED EMPLOYERS.
IRS990EZ/ProgramServiceRevenueAmt04153
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt01134
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SBICA.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013294
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MONTHLY LUNCHEON MEETINGS. AMOUNT: 6,784. DESCRIPTION: OTHER ADMINISTRATIVE. AMOUNT: 2,313. TOTAL TO FORM 990-EZ, LINE 16: 9,097.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 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/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERYL BOARDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04089605982
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10SOUTH BAY INDUSTRIAL CLAIMS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0770021804
ReturnHeader/Filer/PhoneNum04089605982
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 611447
ReturnHeader/Filer/USAddress/City0SAN JOSE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0951611447
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263939360
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BOMAN ACCOUNTING GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1030 UNION AVENUE SUITE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CAMPBELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095008
ReturnHeader/PreparerPersonGrp/PhoneNum04088662004
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNDA R BOMAN CPA
ReturnHeader/ReturnTs02014-08-13T15:20:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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