Civic Intelligence

Southern Sierra Research Station

990 • Fiscal year 2016 • EIN 77-0536154

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 14, 2017

PO Box 1316Weldon, CA 93283

(760) 378-3345

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

51st percentile

3.3%

Higher net margin than 51% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

59th percentile

5.0%

Faster asset growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$430,036

Up $20,655 (+5.0%) from 2015

Net Assets

Up

$430,036

Up $20,655 (+5.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$624,024

Up $60,570 (+11%) from 2015

Expenses

Up

$603,369

Up $45,202 (+8.1%) from 2015

Net Income

Up

$20,655

Up $15,368 (+291%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $403,600Liabilities 2011: $1,606Net Assets 2011: $401,9942011Assets 2012: $437,156Liabilities 2012: $3,589Net Assets 2012: $433,5672012Assets 2013: $495,948Liabilities 2013: $36Net Assets 2013: $495,9122013Assets 2014: $404,094Liabilities 2014: $0Net Assets 2014: $404,0942014Assets 2015: $409,381Liabilities 2015: $0Net Assets 2015: $409,3812015Assets 2016: $430,036Liabilities 2016: $0Net Assets 2016: $430,0362016Assets 2017: $391,481Liabilities 2017: $20,378Net Assets 2017: $371,1032017Assets 2018: $441,336Liabilities 2018: $14,098Net Assets 2018: $427,2382018Assets 2019: $530,717Liabilities 2019: $9,376Net Assets 2019: $521,3412019Assets 2020: $652,257Liabilities 2020: $3,952Net Assets 2020: $648,3052020Assets 2021: $683,720Liabilities 2021: $9,793Net Assets 2021: $673,9272021Assets 2022: $637,906Liabilities 2022: $14,172Net Assets 2022: $623,7342022Assets 2023: $529,510Liabilities 2023: $6,871Net Assets 2023: $522,6392023Assets 2024: $277,348Liabilities 2024: $6,807Net Assets 2024: $270,5412024

Highlighted filing

2016

Assets$430,036
Liabilities$0
Net Assets$430,036

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $550,232Expenses 2011: $569,720Net Income 2011: -$19,4882011Revenue 2012: $676,866Expenses 2012: $645,293Net Income 2012: $31,5732012Revenue 2013: $530,811Expenses 2013: $468,466Net Income 2013: $62,3452013Revenue 2014: $453,620Expenses 2014: $545,438Net Income 2014: -$91,8182014Revenue 2015: $563,454Expenses 2015: $558,167Net Income 2015: $5,2872015Revenue 2016: $624,024Expenses 2016: $603,369Net Income 2016: $20,6552016Revenue 2017: $674,626Expenses 2017: $733,559Net Income 2017: -$58,9332017Revenue 2018: $586,865Expenses 2018: $602,929Net Income 2018: -$16,0642018Revenue 2019: $770,583Expenses 2019: $678,216Net Income 2019: $92,3672019Revenue 2020: $757,623Expenses 2020: $646,463Net Income 2020: $111,1602020Revenue 2021: $903,730Expenses 2021: $886,985Net Income 2021: $16,7452021Revenue 2022: $1,328,157Expenses 2022: $1,378,350Net Income 2022: -$50,1932022Revenue 2023: $736,235Expenses 2023: $843,608Net Income 2023: -$107,3732023Revenue 2024: $504,961Expenses 2024: $765,633Net Income 2024: -$260,6722024

Highlighted filing

2016

Revenue$624,024
Expenses$603,369
Net Income$20,655
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 14, 2017
Return Version
2016v3.0
Gross Receipts
$624,024
Mission and Program Overview

Mission

The Southern Sierra Research Station is a non-profit organization located in the foothills of California's Sierra Nevada Mountains. We aim to understand the biological processes that control population sizes and species diversity by conducting basic and applied research. In collaboration with government, academic, and conservation organizations, we create and interpret scientific knowledge to inform environmental policy and encourage public appreciation of the region.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$259,725$283,527▲ $23,802
Land, Buildings, and Equipment, Net$149,656$146,508▼ $3,148
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$409,381$430,036▲ $20,655
Other Assets Total-$1-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$409,381$430,036▲ $20,655
Total Net Assets Fund Balance$409,381$430,036▲ $20,655
Total Liabilities and Net Assets / Fund Balance$409,381$430,036▲ $20,655

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,899$182,755$186,654
Buildings$80,960$48,570$129,530
Land$43,177-$43,177
Leasehold Improvements$17,612$16,668$34,280
Other Land Buildings$860$981$1,841
Compensation and Service Providers

Board Members and Trustees

NameTitle
David KurdekaPresident
Terri MiddlemissSecretary
Bob ParkerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$611
Program Service Revenue
$623,397
Investment Income
$16
Other Revenue
$0
All Other Contributions
$611
Change in Net Assets
$20,655
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$382,379
Other Expenses$220,990
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$350,413--$350,413
Insurance$43,130--$43,130
Payroll Taxes$31,966--$31,966
All Other Expenses$12,855--$12,855
Depreciation Depletion$8,016--$8,016
Office Expenses$5,255--$5,255
Other Expenses$4,143--$4,143
Fees for Services Accounting$1,350--$1,350
Travel$1,295--$1,295
Total Functional Expenses$603,369$0$0$603,369
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
Lobbying activity
No
Subject to proxy tax
No
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

Treasurer and ceo review prior to filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Southern Sierra Research Station
EIN
77-0536154
Phone
7603783345
Address
PO BOX 1316, WELDON, CA 93283

Signing Officer

Name
Terri Middlemiss
Title
Secretary
Signed
2017-03-14
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
22
Volunteers
8

Preparer

Firm
Burkey Cox Evans & Bradford
Address
1058 W AVENUE M14, PALMDALE, CA 93551-1440
Preparer
Harold W Manning CPA
Phone
6612672005
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0125
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0413
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0388
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt06612
IRS990ScheduleA/OtherIncome509Grp/TotalAmt07538
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99730
IRS990ScheduleA/PublicSupportPY509Pct00.99630
IRS990ScheduleA/PublicSupportTotal509Amt02841137
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0624008
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0563312
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0453187
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0530394
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0670236
IRS990ScheduleA/Total509Grp/TotalAmt02841137
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0624024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0563454
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0453620
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0530811
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0676866
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02848775
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt080960
IRS990ScheduleD/BuildingsGrp/DepreciationAmt048570
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0129530
IRS990ScheduleD/EquipmentGrp/BookValueAmt03899
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0182755
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0186654
IRS990ScheduleD/LandGrp/BookValueAmt043177
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt043177
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt017612
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt016668
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt034280
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0860
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0981
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01841
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0146508
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TREASURER AND CEO REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0409381
IRS990/TotalAssetsEOYAmt0430036
IRS990/TotalAssetsGrp/BOYAmt0409381
IRS990/TotalAssetsGrp/EOYAmt0430036
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0611
IRS990/TotalEmployeeCnt022
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0603369
IRS990/TotalFunctionalExpensesGrp/TotalAmt0603369
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0409381
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0430036
IRS990/TotalProgramServiceExpensesAmt0603369
IRS990/TotalProgramServiceRevenueAmt0623397
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0623413
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0624024
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0409381
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0430036
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt01295
IRS990/TravelGrp/TotalAmt01295
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0409381
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0430036
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0http://www.southernsierraresearch.org/
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRI MIDDLEMISS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN SIERRA RESEARCH STATION
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0770536154
ReturnHeader/Filer/PhoneNum07603783345
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1316
ReturnHeader/Filer/USAddress/CityNm0WELDON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093283
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURKEY COX EVANS & BRADFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01058 W AVENUE M14
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALMDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0935511440
ReturnHeader/PreparerPersonGrp/PhoneNum06612672005
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Harold W Manning CPA
ReturnHeader/ReturnTs02017-03-14T07:21:21-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.28$0.01$0.27$0.50$0.77$0.26
2023Detailed filing. Detailed filing data is available for this year.$0.53$0.01$0.52$0.74$0.84$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.64$0.01$0.62$1.33$1.38$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.68$0.01$0.67$0.90$0.89$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.76$0.65$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.53$0.01$0.52$0.77$0.68$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.01$0.43$0.59$0.60$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.39$0.02$0.37$0.67$0.73$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.62$0.60$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.56$0.56$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.45$0.55$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.53$0.47$0.06
2012Summary only. Only limited summary data is available for this year.$0.44$0.00$0.43$0.68$0.65$0.03
2011Summary only. Only limited summary data is available for this year.$0.40$0.00$0.40$0.55$0.57$0.02