Civic Intelligence

Yuma Visitors Bureau

990 • Fiscal year 2019 • EIN 86-0672898

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 07, 2020

180 W First StreetYuma, AZ 85364

(928) 376-0100

Siviq Scores

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

Liabilities / Assets

94th percentile

0.78x

Higher debt load relative to assets than 94% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

41st percentile

0.11x

Higher debt load relative to revenue than 41% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Net Margin

38th percentile

1.1%

Higher net margin than 38% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

32nd percentile

$86,356

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Asset Growth

3rd percentile

-31%

Faster asset growth than 3% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

36th percentile

-0.0%

Faster revenue growth than 36% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$147,585

Down $66,238 (-31%) from 2018

Net Assets

Up

$33,049

Up $11,007 (+50%) from 2018

Liabilities

Down

$114,536

Down $77,245 (-40%) from 2018

Revenue

Down

$1,045,780

Down $164 (-0.0%) from 2018

Expenses

Down

$1,034,773

Down $2,618 (-0.3%) from 2018

Net Income

Up

$11,007

Up $2,454 (+29%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $277,071Liabilities 2011: $134,103Net Assets 2011: $142,9682011Assets 2012: $158,504Liabilities 2012: $105,648Net Assets 2012: $52,8562012Assets 2013: $228,894Liabilities 2013: $176,457Net Assets 2013: $52,4372013Assets 2014: $313,689Liabilities 2014: $220,551Net Assets 2014: $93,1382014Assets 2015: $312,769Liabilities 2015: $221,955Net Assets 2015: $90,8142015Assets 2016: $195,579Liabilities 2016: $184,074Net Assets 2016: $11,5052016Assets 2017: $164,877Liabilities 2017: $151,388Net Assets 2017: $13,4892017Assets 2018: $213,823Liabilities 2018: $191,781Net Assets 2018: $22,0422018Assets 2019: $147,585Liabilities 2019: $114,536Net Assets 2019: $33,0492019Assets 2020: $130,756Liabilities 2020: $86,255Net Assets 2020: $44,5012020Assets 2021: $286,239Liabilities 2021: $256,895Net Assets 2021: $29,3442021Assets 2022: $302,020Liabilities 2022: $96,322Net Assets 2022: $205,6982022Assets 2023: $366,545Liabilities 2023: $332,387Net Assets 2023: $34,1582023Assets 2024: $174,352Liabilities 2024: $111,438Net Assets 2024: $62,9142024

Highlighted filing

2019

Assets$147,585
Liabilities$114,536
Net Assets$33,049

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,435,032Expenses 2011: $1,455,447Net Income 2011: -$20,4152011Revenue 2012: $1,254,086Expenses 2012: $1,344,198Net Income 2012: -$90,1122012Revenue 2013: $1,375,945Expenses 2013: $1,376,364Net Income 2013: -$4192013Revenue 2014: $1,420,619Expenses 2014: $1,379,918Net Income 2014: $40,7012014Revenue 2015: $1,528,513Expenses 2015: $1,530,837Net Income 2015: -$2,3242015Revenue 2016: $1,205,666Expenses 2016: $1,284,975Net Income 2016: -$79,3092016Revenue 2017: $1,108,835Expenses 2017: $1,105,794Net Income 2017: $3,0412017Revenue 2018: $1,045,944Expenses 2018: $1,037,391Net Income 2018: $8,5532018Revenue 2019: $1,045,780Expenses 2019: $1,034,773Net Income 2019: $11,0072019Revenue 2020: $995,805Expenses 2020: $984,353Net Income 2020: $11,4522020Revenue 2021: $770,668Expenses 2021: $781,787Net Income 2021: -$11,1192021Revenue 2022: $1,059,313Expenses 2022: $882,959Net Income 2022: $176,3542022Revenue 2023: $1,136,079Expenses 2023: $1,307,619Net Income 2023: -$171,5402023Revenue 2024: $1,270,632Expenses 2024: $1,241,876Net Income 2024: $28,7562024

Highlighted filing

2019

Revenue$1,045,780
Expenses$1,034,773
Net Income$11,007
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 7, 2020
Return Version
2018v3.1
Gross Receipts
$1,070,775
Mission and Program Overview

Mission

Promotion of tourism in Yuma through sales and promotion to conventions, meetings and pleasure travel.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$44,654$42,484▼ $2,170
Savings and Temporary Cash Investments$50,014$40,076▼ $9,938
Accounts Receivable$81,794$35,079▼ $46,715
Land, Buildings, and Equipment, Net$24,619$17,329▼ $7,290
Inventories for Sale or Use$12,742$12,617▼ $125
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$213,823$147,585▼ $66,238
Other Assets Total-$0-
Liabilities
Deferred Revenue$136,550$69,245▼ $67,305
Accounts Payable and Accrued Expenses$55,231$45,291▼ $9,940
Total Liabilities$191,781$114,536▼ $77,245
Net Assets / Fund Balance
Unrestricted Net Assets$22,042$33,049▲ $11,007
Total Net Assets Fund Balance$22,042$33,049▲ $11,007
Total Liabilities and Net Assets / Fund Balance$213,823$147,585▼ $66,238

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,818$23,705$26,523
Leasehold Improvements$14,511$10,369$24,880
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda MorganCEOFT$76,217$10,139$86,356

Board Members and Trustees

NameTitle
Dave CarvellChairman
Louis ScottVice Chair
Alex SteenstraDirector
Bill EvansDirector
Bruce GwynnDirector
Deidre MeerchaumDirector
Flora LlamasDirector
Gel LemmonDirector
Jacob MillerDirector
Lori StofftDirector
Yvonne PeachDirector
Wayne GaleSec./Treas.
Revenue and Support

Revenue Composition

Contributions and Grants
$1,710
Program Service Revenue
$1,022,074
Investment Income
$62
Other Revenue
$21,934
All Other Contributions
$1,710
Change in Net Assets
$11,007
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$563,911
Salaries, Compensation, and Employee Benefits$466,305
Grants and Similar Amounts Paid$4,557
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$300,764
All Other Expenses---$89,274
Current Officers, Directors, Trustees, and Key Employees---$78,413
Advertising---$78,247
Other Employee Benefits---$48,049
Travel---$33,054
Payroll Taxes---$31,270
Occupancy---$25,200
Information Technology---$22,053
Other Expenses---$12,418
Pension Plan Contributions---$7,809
Depreciation Depletion---$7,290
Office Expenses---$5,570
Grants to Domestic Orgs---$4,557
Insurance---$3,740
Fees for Services Accounting---$2,915
Conferences and Meetings---$508
Fees for Services Legal---$136
Fees for Services Other---$100
Interest---$72
Total Functional Expenses$0$0$0$1,034,773
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
Yes
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
Yes
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
Yes
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

An officer will review the income tax return before it is signed and filed.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Conflicts of interest are required to be disclosed by Board members. Conflicts of interest are documented in the meeting minutes. If a Board member fails to disclose an actual or possible conflict of interest, the member is subject to appropriate disciplinary and corrective action.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

For the Executive Director, a committee is formed by the Board. The committee develops the salary based on similar positions with Arizona based Visitor Bureaus. The Board of Directors must approve the recommendation of the committee.

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

Mails or e-mails documents upon request.

Filing and Contact Details

Filer

Filer Name
Yuma Visitors Bureau
EIN
86-0672898
Phone
9283760100
Address
180 W First Street, Yuma, AZ 85364

Signing Officer

Name
Linda Morgan
Title
Executive Director
Signed
2020-07-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Morgan
Formed
1990
Legal Domicile
Az
Voting Board Members
13
Independent Board Members
12
Employees
17
Volunteers
150

Preparer

Firm
Misenhimer Aivazian & Tennant Pc
Address
3150 S CATALINA DR SUITE 1, YUMA, AZ 85364-8258
Preparer
Elizabeth Tennant
Phone
9283141488
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt018042
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt018042
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoncashContributionsAmt0500
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt025200
IRS990/OfficeExpensesGrp/TotalAmt05570
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt048049
IRS990/OtherExpensesGrp/Desc0Production
IRS990/OtherExpensesGrp/Desc1Festival Expenses
IRS990/OtherExpensesGrp/Desc2Dues and Subscriptions
IRS990/OtherExpensesGrp/Desc3Quarter Master Depot
IRS990/OtherExpensesGrp/TotalAmt0135707
IRS990/OtherExpensesGrp/TotalAmt1134160
IRS990/OtherExpensesGrp/TotalAmt213467
IRS990/OtherExpensesGrp/TotalAmt312418
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03892
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03892
IRS990/OtherRevenueTotalAmt03892
IRS990/OtherSalariesAndWagesGrp/TotalAmt0300764
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt031270
IRS990/PensionPlanContributionsGrp/TotalAmt07809
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Linda Morgan
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/BusinessCd2541900
IRS990/ProgramServiceRevenueGrp/BusinessCd3453220
IRS990/ProgramServiceRevenueGrp/BusinessCd4541800
IRS990/ProgramServiceRevenueGrp/Desc0City of Yuma-Contract
IRS990/ProgramServiceRevenueGrp/Desc1Events
IRS990/ProgramServiceRevenueGrp/Desc2Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc3Quarter Master Depot
IRS990/ProgramServiceRevenueGrp/Desc4Visitor Guide
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0600000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1156977
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt285529
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt324836
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4139030
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0600000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1156977
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt285529
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt324836
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4139030
IRS990/ProgSrvcAccomActy2Grp/Desc0Provide information to tourists and visitors in Yuma, Arizona and the surrounding areas. Bureau publishes the Visitor Guide to provide information to visitors.
IRS990/ProgSrvcAccomActy3Grp/Desc0Assist other tourism related organizations in their marketing efforts of the area.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02433
IRS990/PYGrantsAndSimilarPaidAmt04500
IRS990/PYInvestmentIncomeAmt023
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0573680
IRS990/PYOtherRevenueAmt017985
IRS990/PYProgramServiceRevenueAmt01025503
IRS990/PYRevenuesLessExpensesAmt08553
IRS990/PYSalariesCompEmpBnftPaidAmt0459211
IRS990/PYTotalExpensesAmt01037391
IRS990/PYTotalRevenueAmt01045944
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt011007
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt050014
IRS990/SavingsAndTempCashInvstGrp/EOYAmt040076
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt02818
IRS990ScheduleD/EquipmentGrp/DepreciationAmt023705
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt026523
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt014511
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt010369
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt024880
IRS990ScheduleD/TotalBookValueLandBuildingsAmt017329
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0An officer will review the income tax return before it is signed and filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conflicts of interest are required to be disclosed by Board members. Conflicts of interest are documented in the meeting minutes. If a Board member fails to disclose an actual or possible conflict of interest, the member is subject to appropriate disciplinary and corrective action.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2For the Executive Director, a committee is formed by the Board. The committee develops the salary based on similar positions with Arizona based Visitor Bureaus. The Board of Directors must approve the recommendation of the committee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Mails or e-mails documents upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0213823
IRS990/TotalAssetsEOYAmt0147585
IRS990/TotalAssetsGrp/BOYAmt0213823
IRS990/TotalAssetsGrp/EOYAmt0147585
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01710
IRS990/TotalEmployeeCnt017
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01034773
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0191781
IRS990/TotalLiabilitiesEOYAmt0114536
IRS990/TotalLiabilitiesGrp/BOYAmt0191781
IRS990/TotalLiabilitiesGrp/EOYAmt0114536
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt022042
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt033049
IRS990/TotalOtherCompensationAmt010139
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt015702
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt015702
IRS990/TotalProgramServiceRevenueAmt01022074
IRS990/TotalReportableCompFromOrgAmt076217
IRS990/TotalRevenueGrp/ExclusionAmt062
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01044008
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01045780
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0213823
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0147585
IRS990/TravelGrp/TotalAmt033054
IRS990/TypeOfOrganizationCorpInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.17$0.11$0.06$1.27$1.24$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.37$0.33$0.03$1.14$1.31$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.30$0.10$0.21$1.06$0.88$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.29$0.26$0.03$0.77$0.78$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.13$0.09$0.04$1.00$0.98$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.15$0.11$0.03$1.05$1.03$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.21$0.19$0.02$1.05$1.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.16$0.15$0.01$1.11$1.11$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.18$0.01$1.21$1.28$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.22$0.09$1.53$1.53$0.00
2014Summary only. Only limited summary data is available for this year.$0.31$0.22$0.09$1.42$1.38$0.04
2013Summary only. Only limited summary data is available for this year.$0.23$0.18$0.05$1.38$1.38$0.00
2012Summary only. Only limited summary data is available for this year.$0.16$0.11$0.05$1.25$1.34$0.09
2011Summary only. Only limited summary data is available for this year.$0.28$0.13$0.14$1.44$1.46$0.02