Civic Intelligence

Pacific Service Employees Association of Pg&E

990 • Fiscal year 2019 • EIN 94-0745005

Jan 01, 2019 to Dec 31, 2019 • Filed on May 17, 2021

Organization ProfileWWW.PSEA.INFO

View Organization Page

1390 Willow Pass RoadConcord, CA 94520

(925) 246-6224

Siviq Scores

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

Liabilities / Assets

98th percentile

2.51x

Higher debt load relative to assets than 98% of similar nonprofits.

2019 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

54th percentile

0.22x

Higher debt load relative to revenue than 54% of similar nonprofits.

2019 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2019

Net Margin

43rd percentile

3.4%

Higher net margin than 43% of similar nonprofits.

2019 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

57th percentile

$108,400

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2019 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2019

Asset Growth

2nd percentile

-30%

Faster asset growth than 2% of similar nonprofits.

2019 filings • 501(c)4 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

56th percentile

4.9%

Faster revenue growth than 56% of similar nonprofits.

2019 filings • 501(c)4 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$785,659

Down $342,212 (-30%) from 2018

Net Assets

Up

-$1,187,338

Up $512,720 (+30%) from 2018

Liabilities

Down

$1,972,997

Down $854,932 (-30%) from 2018

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin43rd percentile

Revenue

Up

$8,911,629

Up $412,459 (+4.9%) from 2018

Expenses

Down

$8,608,070

Down $340,068 (-3.8%) from 2018

Net Income

Up

$303,559

Up $752,527 (+168%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$4.0M$2.0M$0-$2.0MAssets 2010: $1,392,122Liabilities 2010: $1,267,638Net Assets 2010: $124,4842010Assets 2011: $1,235,784Liabilities 2011: $1,388,333Net Assets 2011: -$152,5492011Assets 2012: $1,460,407Liabilities 2012: $1,731,992Net Assets 2012: -$271,5852012Assets 2013: $1,269,780Liabilities 2013: $1,839,156Net Assets 2013: -$569,3762013Assets 2014: $1,340,350Liabilities 2014: $1,892,913Net Assets 2014: -$552,5632014Assets 2015: $1,112,260Liabilities 2015: $1,785,695Net Assets 2015: -$673,4352015Assets 2016: $1,245,558Liabilities 2016: $2,148,946Net Assets 2016: -$903,3882016Assets 2017: $997,573Liabilities 2017: $2,248,663Net Assets 2017: -$1,251,0902017Assets 2018: $1,127,871Liabilities 2018: $2,827,929Net Assets 2018: -$1,700,0582018Assets 2019: $785,659Liabilities 2019: $1,972,997Net Assets 2019: -$1,187,3382019Assets 2020: $2,871,481Liabilities 2020: $2,174,804Net Assets 2020: $696,6772020Assets 2021: $2,423,958Liabilities 2021: $2,082,748Net Assets 2021: $341,2102021Assets 2024: $2,871,458Liabilities 2024: $2,657,156Net Assets 2024: $214,3022024

Highlighted filing

2019

Assets$785,659
Liabilities$1,972,997
Net Assets-$1,187,338
Open 2019 Filing

Operations Trend

Revenue Growth56th percentile

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

$10M$5.0M$0-$5.0MRevenue 2010: $5,591,834Expenses 2010: $5,806,964Net Income 2010: -$215,1302010Revenue 2011: $5,954,744Expenses 2011: $6,231,777Net Income 2011: -$277,0332011Revenue 2012: $6,164,194Expenses 2012: $6,283,230Net Income 2012: -$119,0362012Revenue 2013: $6,778,587Expenses 2013: $6,970,715Net Income 2013: -$192,1282013Revenue 2014: $7,347,721Expenses 2014: $7,330,908Net Income 2014: $16,8132014Revenue 2015: $7,550,106Expenses 2015: $7,575,978Net Income 2015: -$25,8722015Revenue 2016: $7,755,970Expenses 2016: $7,911,435Net Income 2016: -$155,4652016Revenue 2017: $8,046,867Expenses 2017: $8,394,569Net Income 2017: -$347,7022017Revenue 2018: $8,499,170Expenses 2018: $8,948,138Net Income 2018: -$448,9682018Revenue 2019: $8,911,629Expenses 2019: $8,608,070Net Income 2019: $303,5592019Revenue 2020: $8,690,810Expenses 2020: $7,751,627Net Income 2020: $939,1832020Revenue 2021: $9,024,442Expenses 2021: $8,778,409Net Income 2021: $246,0332021Revenue 2024: $9,484,448Expenses 2024: $9,831,860Net Income 2024: -$347,4122024

Highlighted filing

2019

Revenue$8,911,629
Expenses$8,608,070
Net Income$303,559
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 17, 2021
Return Version
2019v5.0
Gross Receipts
$8,911,629
Mission and Program Overview

Mission

To provide social and recreation activities and insurance programs to members.

Social and recreation activities and insurance programs to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$414,777$322,068▼ $92,709
Cash and Non-Interest-Bearing Accounts$548,402$298,715▼ $249,687
Prepaid Expenses and Deferred Charges$80,120$93,037▲ $12,917
Savings and Temporary Cash Investments$84,502$66,557▼ $17,945
Accounts Receivable$70$5,282▲ $5,212
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-$0-
Rtn Earn Endowment Incm Other Fnds$-1,700,058$-1,187,338▲ $512,720
Total Assets$1,127,871$785,659▼ $342,212
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,133,471$734,433▼ $399,038
Deferred Revenue$1,108,274$734,433▼ $373,841
Other Liabilities$586,184$504,131▼ $82,053
Total Liabilities$2,827,929$1,972,997▼ $854,932
Net Assets / Fund Balance
Total Net Assets Fund Balance$-1,700,058$-1,187,338▲ $512,720
Total Liabilities and Net Assets / Fund Balance$1,127,871$785,659▼ $342,212

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$322,068$1,660,158$1,982,226
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jeff WagnerPresidentFT$108,400$108,400

Board Members and Trustees

NameTitle
Clara Mcafee-evansTrustee
Fred QuinnTrustee
Heather LakeTrustee
James McdanielTrustee
John PaleoTrustee
Marie Dragon-bumaboTrustee
Mona MccarthyTrustee
Olivia LyTrustee
Rick FetroTrustee
Sonia GarciaTrustee
Teresa WalshTrustee
Ray HafaliaTrustee - Past
Dena MarchiniRecording Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,910,875
Investment Income
$754
Other Revenue
$0
Change in Net Assets
$303,559

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,911,629
Revenue Not Reported on Form 990
$266,114
Total Revenue per Audited Statements
$9,177,743
Total Revenue per Form 990
$8,911,629
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,681,963
Salaries, Compensation, and Employee Benefits$926,107
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$478,040$260,769-$738,809
Other Salaries and Wages$111,308$474,853-$586,161
All Other Expenses$239,208$308,175-$547,383
Other Expenses$168,756--$168,756
Other Employee Benefits-$162,823-$162,823
Insurance-$130,797-$130,797
Depreciation Depletion$96,135$14,789-$110,924
Current Officers, Directors, Trustees, and Key Employees-$108,400-$108,400
Occupancy-$83,671-$83,671
Payroll Taxes$12,707$56,016-$68,723
Fees for Services Accounting-$44,995-$44,995
Fees for Services Legal-$40,854-$40,854
Interest-$38,581-$38,581
Information Technology-$18,219-$18,219
Advertising-$6,610-$6,610
Travel-$3,656-$3,656
Total Functional Expenses$6,854,862$1,753,208$0$8,608,070

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,865,046
Expenses per Audited Statements$8,608,070
Total Expenses per Form 990$8,608,070
Expenses Not Reported on Form 990$256,976
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
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Dues$345,068
Taxes Payable$159,063
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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

“No review was or will be conducted.”

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

“Chairman, vice-chairman, and advisory chairman of e-board reviews compensation and e-board approves compensation. Compensation is based on pacific gas and electric company pg&e wage scale.”

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

“Upon request, the organization makes its governing documents, financial statements, and confilct of interest policy available to the public.”

Filing and Contact Details

Filer

Filer Name
Pacific Service Employees Association
EIN
94-0745005
Phone
9252466224
Address
1390 WILLOW PASS ROAD, Concord, CA 94520

Signing Officer

Name
Jeffrey Wagner
Title
President
Signed
2021-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Wagner
Formed
1965
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
16

Preparer

Firm
LNB Accounting CPA
Address
1320 Willow Pass Rd Ste 600, Concord, CA 94520
Preparer
Lilas Baketa
Phone
9252311464
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Audit adjustments = $209161”

Financial Statement Notes

Part X : FIN48 Footnote

“Part x, line 2: accounting principles generally accepted in the united states of america require management to evaluate the tax positions taken by the association and recognize a tax liability if the association has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The association has analyzed the tax positions taken by the association and has concluded that, as of december 31, 2018, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The association is subject to routine audits by the taxing jurisdictions however, there are currently no audits for any tax periods in progress. The association believes it is no longer subject to income tax examinations for the years prior to 2015.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Revenue reported on PSEA chapters group return $266114”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Expenses reported on PSEA chapters group return $256976”

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IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Recording Secretary
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt08911629
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt018219
IRS990/InformationTechnologyGrp/TotalAmt018219
IRS990/InsuranceGrp/ManagementAndGeneralAmt0130797
IRS990/InsuranceGrp/TotalAmt0130797
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt038581
IRS990/InterestGrp/TotalAmt038581
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0754
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0754
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01660158
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0414777
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0322068
IRS990/LandBldgEquipCostOrOtherBssAmt01982226
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE SOCIAL AND RECREATION ACTIVITIES AND INSURANCE PROGRAMS TO MEMBERS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0-1700058
IRS990/NetAssetsOrFundBalancesEOYAmt0-1187338
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt0520439
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt083671
IRS990/OccupancyGrp/TotalAmt083671
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0260769
IRS990/OfficeExpensesGrp/ProgramServicesAmt0478040
IRS990/OfficeExpensesGrp/TotalAmt0738809
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0209161
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0162823
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0162823
IRS990/OtherExpensesGrp/Desc0DENTAL PREMIUMS
IRS990/OtherExpensesGrp/Desc1INSURANCE PREMIUM
IRS990/OtherExpensesGrp/Desc2VISION INSURANCE PREMIUM
IRS990/OtherExpensesGrp/Desc3SOCIAL ACTIVITIES:
IRS990/OtherExpensesGrp/ProgramServicesAmt02627365
IRS990/OtherExpensesGrp/ProgramServicesAmt12493305
IRS990/OtherExpensesGrp/ProgramServicesAmt2628038
IRS990/OtherExpensesGrp/ProgramServicesAmt3168756
IRS990/OtherExpensesGrp/TotalAmt02627365
IRS990/OtherExpensesGrp/TotalAmt12493305
IRS990/OtherExpensesGrp/TotalAmt2628038
IRS990/OtherExpensesGrp/TotalAmt3168756
IRS990/OtherLiabilitiesGrp/BOYAmt0586184
IRS990/OtherLiabilitiesGrp/EOYAmt0504131
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0CAMPAIGN FOR COMMUNITY
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0474853
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0111308
IRS990/OtherSalariesAndWagesGrp/TotalAmt0586161
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt056016
IRS990/PayrollTaxesGrp/ProgramServicesAmt012707
IRS990/PayrollTaxesGrp/TotalAmt068723
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt080120
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt093037
IRS990/PrincipalOfficerNm0JEFFREY WAGNER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0LIFE INSURANCE PREMIUMS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2RECREATIONAL ACTIVITES
IRS990/ProgramServiceRevenueGrp/Desc3RETIREE DENTAL & AD&D
IRS990/ProgramServiceRevenueGrp/Desc4VISION COVERAGE RETIREE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0865983
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1856523
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02438681
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1865983
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2856523
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt33229821
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4904535
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt02438681
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt13229821
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt2904535
IRS990/ProgSrvcAccomActy2Grp/Desc0RECREATIONAL - ATHLETIC EVENTS, CAMPSITES, AND EVENT TICKETS FOR MEMBERS.
IRS990/ProgSrvcAccomActy3Grp/Desc0INSURANCE AND OPTIONAL INSURANCE PROGRAMS FOR MEMBERS, INCLUDING RETIREE DENTAL AND ACCIDENTAL DEATH AND DISMEMBERMENT.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0994
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt08114776
IRS990/PYOtherRevenueAmt05000
IRS990/PYProgramServiceRevenueAmt08493176
IRS990/PYRevenuesLessExpensesAmt0-448968
IRS990/PYSalariesCompEmpBnftPaidAmt0833362
IRS990/PYTotalExpensesAmt08948138
IRS990/PYTotalRevenueAmt08499170
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0303559
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-1700058
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-1187338
IRS990/SavingsAndTempCashInvstGrp/BOYAmt084502
IRS990/SavingsAndTempCashInvstGrp/EOYAmt066557
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0322068
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01660158
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01982226
IRS990ScheduleD/ExpensesNotReportedAmt0256976
IRS990ScheduleD/ExpensesSubtotalAmt08608070
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt0256976
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0345068
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1159063
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID DUES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TAXES PAYABLE
IRS990ScheduleD/OtherRevenueAmt0266114
IRS990ScheduleD/RevenueNotReportedAmt0266114
IRS990ScheduleD/RevenueSubtotalAmt08911629
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ASSOCIATION HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ASSOCIATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2015.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Revenue reported on PSEA chapters group return $266114
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Expenses reported on PSEA chapters group return $256976
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0322068
IRS990ScheduleD/TotalExpensesPerForm990Amt08608070
IRS990ScheduleD/TotalLiabilityAmt0504131
IRS990ScheduleD/TotalRevenuePerForm990Amt08911629
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09177743
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08865046
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHAIRMAN, VICE-CHAIRMAN, AND ADVISORY CHAIRMAN OF E-BOARD REVIEWS COMPENSATION AND E-BOARD APPROVES COMPENSATION. COMPENSATION IS BASED ON PACIFIC GAS AND ELECTRIC COMPANY PG&E WAGE SCALE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFILCT OF INTEREST POLICY AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Audit adjustments = $209161
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990ScheduleR/AssetExchangeInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$785,659
Liabilities
$1,972,997
Net assets
-$1,187,338
Revenue
$8,911,629
Expenses
$8,608,070
Net income
$303,559
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$2.66$0.21$9.48$9.83$0.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$2.08$0.34$9.02$8.78$0.25
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.87$2.17$0.70$8.69$7.75$0.94
2019Detailed filing. Detailed filing data is available for this year.$0.79$1.97$1.19$8.91$8.61$0.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$2.83$1.70$8.50$8.95$0.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$2.25$1.25$8.05$8.39$0.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$2.15$0.90$7.76$7.91$0.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$1.79$0.67$7.55$7.58$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.34$1.89$0.55$7.35$7.33$0.02
2013Summary only. Only limited summary data is available for this year.$1.27$1.84$0.57$6.78$6.97$0.19
2012Summary only. Only limited summary data is available for this year.$1.46$1.73$0.27$6.16$6.28$0.12
2011Summary only. Only limited summary data is available for this year.$1.24$1.39$0.15$5.95$6.23$0.28
2010Summary only. Only limited summary data is available for this year.$1.39$1.27$0.12$5.59$5.81$0.22
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)4 • $5M-$10M nonprofits