Civic Intelligence

Public Agency Risk Management

EIN 77-0312951 • 501(c)6 • Sacramento, CA

Profile

To provide education and training to members who are managers working in the public agency risk industry.

One Capitol Mall 800Sacramento, CA 95814

n/A

Siviq Scores

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

Liabilities / Assets

67th percentile

0.28x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

64th percentile

0.27x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Net Margin

56th percentile

6.4%

Higher net margin than 56% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

501(c)6 • $1M-$5M nonprofits • Source year 2025

Asset Growth

92nd percentile

37%

Faster asset growth than 92% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

74th percentile

16%

Faster revenue growth than 74% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,719,758

Up $461,798 (+37%) from 2024

Liabilities

Up

$474,450

Up $350,131 (+282%) from 2024

Net Assets

Up

$1,245,308

Up $111,667 (+9.9%) from 2024

Revenue

Up

$1,755,896

Up $244,319 (+16%) from 2024

Expenses

Up

$1,644,229

Up $53,283 (+3.3%) from 2024

Net Income

Up

$111,667

Up $191,036 (+241%) from 2024

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $828,201Liabilities 2011: $0Net Assets 2011: $828,2012011Assets 2012: $728,900Liabilities 2012: $0Net Assets 2012: $728,9002012Assets 2013: $780,615Liabilities 2013: $158,320Net Assets 2013: $622,2952013Assets 2014: $657,003Liabilities 2014: $156,685Net Assets 2014: $500,3182014Assets 2015: $587,961Liabilities 2015: $20,270Net Assets 2015: $567,6912015Assets 2016: $659,617Liabilities 2016: $24,286Net Assets 2016: $635,3312016Assets 2017: $762,086Liabilities 2017: $29,080Net Assets 2017: $733,0062017Assets 2018: $957,748Liabilities 2018: $164,458Net Assets 2018: $793,2902018Assets 2019: $1,367,199Liabilities 2019: $283,198Net Assets 2019: $1,084,0012019Assets 2020: $1,297,036Liabilities 2020: $236,309Net Assets 2020: $1,060,7272020Assets 2021: $1,152,365Liabilities 2021: $146,363Net Assets 2021: $1,006,0022021Assets 2022: $1,354,959Liabilities 2022: $217,393Net Assets 2022: $1,137,5662022Assets 2023: $1,274,957Liabilities 2023: $61,947Net Assets 2023: $1,213,0102023Assets 2024: $1,257,960Liabilities 2024: $124,319Net Assets 2024: $1,133,6412024Assets 2025: $1,719,758Liabilities 2025: $474,450Net Assets 2025: $1,245,3082025

Highlighted filing

2025

Assets$1,719,758
Liabilities$474,450
Net Assets$1,245,308

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $787,320Expenses 2011: $781,021Net Income 2011: $6,2992011Revenue 2012: $610,517Expenses 2012: $709,818Net Income 2012: -$99,3012012Expenses 2013: $746,1832013Revenue 2014: $683,476Expenses 2014: $805,453Net Income 2014: -$121,9772014Revenue 2015: $894,978Expenses 2015: $827,605Net Income 2015: $67,3732015Revenue 2016: $923,752Expenses 2016: $856,112Net Income 2016: $67,6402016Revenue 2017: $982,395Expenses 2017: $884,720Net Income 2017: $97,6752017Revenue 2018: $972,172Expenses 2018: $911,888Net Income 2018: $60,2842018Revenue 2019: $1,191,661Expenses 2019: $900,950Net Income 2019: $290,7112019Revenue 2020: $911,765Expenses 2020: $935,039Net Income 2020: -$23,2742020Revenue 2021: $427,214Expenses 2021: $481,939Net Income 2021: -$54,7252021Revenue 2022: $1,033,920Expenses 2022: $902,356Net Income 2022: $131,5642022Revenue 2023: $1,184,939Expenses 2023: $1,109,495Net Income 2023: $75,4442023Revenue 2024: $1,511,577Expenses 2024: $1,590,946Net Income 2024: -$79,3692024Revenue 2025: $1,755,896Expenses 2025: $1,644,229Net Income 2025: $111,6672025

Highlighted filing

2025

Revenue$1,755,896
Expenses$1,644,229
Net Income$111,667

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.47$1.25$1.76$1.64$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.12$1.13$1.51$1.59$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.06$1.21$1.18$1.11$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.35$0.22$1.14$1.03$0.90$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.15$1.01$0.43$0.48$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.30$0.24$1.06$0.91$0.94$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.37$0.28$1.08$1.19$0.90$0.29
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.16$0.79$0.97$0.91$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.03$0.73$0.98$0.88$0.10
2016Summary only. Only limited summary data is available for this year.$0.66$0.02$0.64$0.92$0.86$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.02$0.57$0.89$0.83$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.16$0.50$0.68$0.81$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.16$0.62$0.75
2012Summary only. Only limited summary data is available for this year.$0.73$0.00$0.73$0.61$0.71$0.10
2011Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$0.79$0.78$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$1,755,896
Mission and Program Overview

Mission

To provide education and training to members who are managers working in the public agency risk industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$579,505$1,067,501▲ $487,996
Cash and Non-Interest-Bearing Accounts$563,253$458,853▼ $104,400
Prepaid Expenses and Deferred Charges$115,202$193,404▲ $78,202
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,257,960$1,719,758▲ $461,798
Other Assets Total-$0-
Liabilities
Deferred Revenue$123,950$474,450▲ $350,500
Accounts Payable and Accrued Expenses$369--
Total Liabilities$124,319$474,450▲ $350,131
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,133,641$1,245,308▲ $111,667
Total Net Assets Fund Balance$1,133,641$1,245,308▲ $111,667
Total Liabilities and Net Assets / Fund Balance$1,257,960$1,719,758▲ $461,798

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$16,665-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeff J RushPast President
Paul ZeglovitchPresident
Tanesha WelchVice President
Alex MellorDirector
Carrie WillsonDirector
Theresa BucciDirector
Tony GilesDirector
Charles JohnsonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Advocacy And Management GroupManagementONE CAPITOL MALL SUITE 800, Sacramento, CA 95814-
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,609,201
Investment Income
$58,056
Other Revenue
$88,639
Change in Net Assets
$111,667
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,644,229
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$1,281,016
Fees for Services Management---$208,650
Office Expenses---$6,302
Insurance---$3,374
All Other Expenses---$2,715
Other Expenses---$1,243
Fees for Services Accounting---$1,200
Travel---$107
Total Functional Expenses$0$0$0$1,644,229
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
In-house lobbying only
No
Subject to proxy tax
Yes
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
No
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The governing body has the opportunity to raise questions regarding content of the tax return. Questions are answered by appropriate boarb member with any issues resolved before filing.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Public Agency Risk Management
EIN
77-0312951
Phone
9164443568
Address
ONE CAPITOL MALL 800, SACRAMENTO, CA 95814

Signing Officer

Name
Gloria Petersen
Title
Director
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
1974
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Shaw Accountancy Corporation
Address
3416 American River Dr Ste A, Sacramento, CA 95864
Preparer
John Shaw
Phone
9169200222
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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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IRS990/PayrollTaxesGrp/TotalAmt00
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IRS990/PoliticalCampaignActyInd0false
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IRS990/ProgramServiceRevenueGrp/Desc0ANNUAL CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessments
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1174535
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1174535
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IRS990/PYInvestmentIncomeAmt038488
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IRS990/PYOtherExpensesAmt01590946
IRS990/PYOtherRevenueAmt079806
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IRS990/PYRevenuesLessExpensesAmt0-79369
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0111667
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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016665
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt016665
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY HAS THE OPPORTUNITY TO RAISE QUESTIONS REGARDING CONTENT OF THE TAX RETURN. QUESTIONS ARE ANSWERED BY APPROPRIATE BOARB MEMBER WITH ANY ISSUES RESOLVED BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToProxyTaxInd0true
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01644229
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0474450
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IRS990/TotalLiabilitiesGrp/EOYAmt0474450
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IRS990/TotalProgramServiceRevenueAmt01609201
IRS990/TotalRevenueGrp/ExclusionAmt058056
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01697840
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01755896
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01257960
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IRS990/TravelGrp/TotalAmt0107
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0ONE CAPITOL MALL 800
IRS990/USAddress/CityNm0SACRAMENTO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095814
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GLORIA PETERSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PUBLIC AGENCY RISK MANAGEMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PUBL
ReturnHeader/Filer/EIN0770312951
ReturnHeader/Filer/PhoneNum09164443568
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE CAPITOL MALL 800
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095814
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0851813430
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Shaw Accountancy Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03416 American River Dr Ste A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095864
ReturnHeader/PreparerPersonGrp/PhoneNum09169200222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Shaw
ReturnHeader/ReturnTs02025-11-14T15:28:27-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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