Civic Intelligence

Monterey Bay International Trade Assoc

EIN 77-0126681 • 501(c)6 • Santa Cruz, CA

Profile

ECONOMIC DEVELOPMENT

PO Box 523Santa Cruz, CA 95060

n/A

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

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

Liabilities / Revenue

51st percentile

0.00x

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

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

Net Margin

37th percentile

-6.0%

Higher net margin than 37% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

49th percentile

-1.7%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

22nd percentile

-24%

Faster revenue growth than 22% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$182,864

Down $3,158 (-1.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Down

$182,864

Down $3,158 (-1.7%) from 2013

Operations
Liabilities / Revenue51st percentileNet Margin37th percentile

Revenue

Down

$52,358

Down $16,791 (-24%) from 2013

Expenses

Down

$55,516

Down $11,020 (-17%) from 2013

Net Income

Down

-$3,158

Down $5,771 (-221%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$200K$150K$100K$50K$0Assets 2010: $192,816Liabilities 2010: $0Net Assets 2010: $192,8162010Assets 2011: $183,763Liabilities 2011: $0Net Assets 2011: $183,7632011Assets 2012: $183,409Liabilities 2012: $0Net Assets 2012: $183,4092012Assets 2013: $186,022Liabilities 2013: $0Net Assets 2013: $186,0222013Assets 2014: $182,864Liabilities 2014: $0Net Assets 2014: $182,8642014

Highlighted filing

2014

Assets$182,864
Liabilities$0
Net Assets$182,864
Open 2014 Filing

Operations Trend

Revenue Growth22nd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $52,755Expenses 2010: $54,411Net Income 2010: -$1,6562010Revenue 2011: $48,707Expenses 2011: $57,760Net Income 2011: -$9,0532011Revenue 2012: $59,994Expenses 2012: $60,348Net Income 2012: -$3542012Revenue 2013: $69,149Expenses 2013: $66,536Net Income 2013: $2,6132013Revenue 2014: $52,358Expenses 2014: $55,516Net Income 2014: -$3,1582014

Highlighted filing

2014

Revenue$52,358
Expenses$55,516
Net Income-$3,158
Open 2014 Filing

Filings

Most recent year

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

Open filing
Assets
$182,864
Liabilities
$0
Net assets
$182,864
Revenue
$52,358
Expenses
$55,516
Net income
-$3,158
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.52$0.56$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.69$0.67$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.00$1.83$0.60$0.60$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.00$1.84$0.49$0.58$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.00$1.93$0.53$0.54$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 31, 2016
Return Version
2014v6.0
Gross Receipts
$52,358
Mission and Program Overview

Mission

ECONOMIC DEVELOPMENT

Program Services

DescriptionGrantsExpenses
JOB CREATION--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A LIVOTIPresident-$0--
Filing and Contact Details

Filer

Filer Name
Monterey Bay International Trade Assoc
EIN
77-0126681
Address
PO Box 523, Santa Cruz, CA 95060

Signing Officer

Name
Robert a Livoti
Title
Officer
Phone
8313354780
Signed
2016-08-31
Discuss with paid preparer
No

Preparer

Firm
F&a Bookkeeping
Address
4737 LANKERSHIM BLVD STE 212, North Hollywood, CA 91602
Preparer
Fred Batsh
Phone
8189850698
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBANK FEES 497PAYROLL TAX AND LICENSES 5,371PAYROLL SERVICE 417COMPUTER EXP 2,250MISC AND SUPPLIES 586OFFICE EXP 2,783EVENTS 4,557TRAVEL AND TRANSPORTATION 919TELEPHONE 1,292MEALS 1,497”

Description of other assets Part II line 24

“Category Beginning of Year End of YearINTANGIBLE ASSETS 170,000 170,000”

Raw XML Appendix92 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/PersonNm0TONI LIVOTI
IRS990EZ/BooksInCareOfDetail/PhoneNum08313354780
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 523
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Cruz
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095060
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016022
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012864
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3158
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06744
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0186022
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0182864
IRS990EZ/GrossReceiptsAmt052358
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt013331
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0186022
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0182864
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0186022
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0182864
IRS990EZ/OccupancyRentUtltsAndMaintAmt02190
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT A LIVOTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0170000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0170000
IRS990EZ/OtherExpensesTotalAmt020169
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ECONOMIC DEVELOPMENT
IRS990EZ/PrintingPublicationsPostageAmt03784
IRS990EZ/ProgramServiceRevenueAmt039027
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0JOB CREATION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt022629
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055516
IRS990EZ/TotalRevenueAmt052358
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBANK FEES 497PAYROLL TAX AND LICENSES 5,371PAYROLL SERVICE 417COMPUTER EXP 2,250MISC AND SUPPLIES 586OFFICE EXP 2,783EVENTS 4,557TRAVEL AND TRANSPORTATION 919TELEPHONE 1,292MEALS 1,497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearINTANGIBLE ASSETS 170,000 170,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT A LIVOTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08313354780
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monterey Bay International Trade Assoc
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0770126681
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 523
ReturnHeader/Filer/USAddress/CityNm0Santa Cruz
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095060
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954719696
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0F&A BOOKKEEPING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04737 LANKERSHIM BLVD STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0North Hollywood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091602
ReturnHeader/PreparerPersonGrp/PhoneNum08189850698
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRED BATSH
ReturnHeader/ReturnTs02016-09-02T14:38:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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