Civic Intelligence

Placer County Bar Association

EIN 94-1676713 • 501(c)6 • Auburn, CA

Profile

To promote the professional interests of lawyers within the legal profession and within the framework of local, state and federal governments, through education, interaction, leadership, and philanthropy

PO Box 4598Auburn, CA 95604

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

91st percentile

35%

Higher net margin than 91% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

80th percentile

19%

Faster asset growth than 80% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

-9.4%

Faster revenue growth than 33% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$135,243

Up $21,980 (+19%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$135,243

Up $21,980 (+19%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Down

$61,919

Down $6,445 (-9.4%) from 2023

Expenses

Down

$39,939

Down $11,985 (-23%) from 2023

Net Income

Up

$21,980

Up $5,540 (+34%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$150K$100K$50K$0Assets 2011: $43,450Liabilities 2011: $12,1312011Assets 2012: $38,051Liabilities 2012: $0Net Assets 2012: $38,0512012Assets 2013: $24,931Net Assets 2013: $24,9312013Assets 2014: $42,011Liabilities 2014: $02014Assets 2015: $24,215Net Assets 2015: $24,2152015Assets 2016: $32,161Net Assets 2016: $32,1612016Assets 2017: $23,092Net Assets 2017: $23,0922017Assets 2018: $24,254Net Assets 2018: $24,2542018Assets 2019: $39,612Net Assets 2019: $39,6122019Assets 2020: $71,178Net Assets 2020: $71,1782020Assets 2021: $71,305Net Assets 2021: $71,3052021Assets 2022: $96,823Net Assets 2022: $96,8232022Assets 2023: $113,263Net Assets 2023: $113,2632023Assets 2024: $135,243Net Assets 2024: $135,2432024

Highlighted filing

2024

Assets$135,243
Liabilities-
Net Assets$135,243
Open 2024 Filing

Operations Trend

Revenue Growth33rd percentile

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

$100K$50K$0-$50KRevenue 2011: $32,375Expenses 2011: $43,102Net Income 2011: -$10,7272011Revenue 2012: $31,902Expenses 2012: $27,059Net Income 2012: $4,8432012Revenue 2013: $32,045Expenses 2013: $41,356Net Income 2013: -$9,3112013Revenue 2014: $33,448Expenses 2014: $20,023Net Income 2014: $13,4252014Revenue 2015: $25,420Expenses 2015: $43,216Net Income 2015: -$17,7962015Revenue 2016: $43,246Expenses 2016: $35,300Net Income 2016: $7,9462016Revenue 2017: $30,613Expenses 2017: $39,682Net Income 2017: -$9,0692017Revenue 2018: $50,807Expenses 2018: $49,645Net Income 2018: $1,1622018Revenue 2019: $64,206Expenses 2019: $48,848Net Income 2019: $15,3582019Revenue 2020: $67,293Expenses 2020: $35,727Net Income 2020: $31,5662020Revenue 2021: $35,374Expenses 2021: $35,247Net Income 2021: $1272021Revenue 2022: $62,694Expenses 2022: $37,176Net Income 2022: $25,5182022Revenue 2023: $68,364Expenses 2023: $51,924Net Income 2023: $16,4402023Revenue 2024: $61,919Expenses 2024: $39,939Net Income 2024: $21,9802024

Highlighted filing

2024

Revenue$61,919
Expenses$39,939
Net Income$21,980
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$135,243
Liabilities
-
Net assets
$135,243
Revenue
$61,919
Expenses
$39,939
Net income
$21,980
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.35$1.35$0.62$0.40$0.22
2023Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.68$0.52$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.97$0.63$0.37$0.26
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.35$0.35$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.67$0.36$0.32
2019Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.64$0.49$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.51$0.50$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.31$0.40$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.43$0.35$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.25$0.43$0.18
2014Summary only. Only limited summary data is available for this year.$0.42$0.00$0.33$0.20$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.32$0.41$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.00$0.38$0.32$0.27$0.05
2011Summary only. Only limited summary data is available for this year.$0.43$0.12$0.32$0.43$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$99,958
Mission and Program Overview

Mission

To promote the professional interests of lawyers within the legal profession and within the framework of local, state and federal governments, through education, interaction, leadership, and philanthropy

Program Services

DescriptionGrantsExpenses
DURING THE YEAR PROVIDED LAW SEMINARS, MCLE SEMINARS, HELD FUNDRAISERS, DONATED TO LOCAL CHARITIES AND SCHOLARSHIP RECIPIENTS--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER TIFFEEPresident-$0--
RYAN FOLEYVice President-$0--
WARDA ALI-BALOCKSecretary-$0--
ANTHONY VALENTITreasurer-$0--
LYNNEA FOUNTAINMember At Large-$0--
ERIC CARINMember At Large-$0--
ANDREW NEFFMember At Large-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mcle Conference/seminars$45,030$45,030$31,876$13,154
Total Events$45,030$45,030$31,876$13,154
Filing and Contact Details

Filer

Filer Name
Placer County Bar Association
EIN
94-1676713
Phone
9165579181
Address
PO BOX 4598, AUBURN, CA 95604

Signing Officer

Name
Anthony Valenti
Title
Treasurer
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Merrill Accountancy Corp
Address
1519 Lincoln Way, Auburn, CA 95603
Preparer
Lorelie A Schaitberger
Phone
5308853797
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $378”

Other Expenses.1002

“Office Expenses $210”

Other Expenses.1012

“Insurance $1481”

Other Expenses.1

“SCHOLARSHIPS $3500”

Other Expenses.2

“Bank fees/merchant fees $2792”

Other Expenses.3

“Board lunch/dinner costs $1951”

Other Expenses.4

“AWARDS & GIFTS $1125”

Other Expenses.5

“WEBSITE $788”

Other Expenses.6

“EDUCATION EXPENSE $240”

Other Expenses.8

“TELEPHONE $175”

Raw XML Appendix144 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0NANCY SELEY
IRS990EZ/BooksInCareOfDetail/PhoneNum09165579181
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4598
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUBURN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095604
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0113263
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0135243
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021980
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025240
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0113263
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0135243
IRS990EZ/FundraisingGrossIncomeAmt049715
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01850
IRS990EZ/GrossReceiptsAmt099958
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt050183
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0113263
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0135243
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0113263
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0135243
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER TIFFEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RYAN FOLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WARDA ALI-BALOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANTHONY VALENTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LYNNEA FOUNTAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ERIC CARIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANDREW NEFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER AT LARGE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012640
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE PROFESSIONAL INTERESTS OF LAWYERS WITHIN THE LEGAL PROFESSION AND WITHIN THE FRAMEWORK OF LOCAL, STATE AND FEDERAL GOVERNMENTS, THROUGH EDUCATION, INTERACTION, LEADERSHIP, AND PHILANTHROPY
IRS990EZ/PrintingPublicationsPostageAmt0209
IRS990EZ/ProgramServiceRevenueAmt060
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DURING THE YEAR PROVIDED LAW SEMINARS, MCLE SEMINARS, HELD FUNDRAISERS, DONATED TO LOCAL CHARITIES AND SCHOLARSHIP RECIPIENTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt038039
IRS990EZ/SpecialEventsNetIncomeLossAmt011676
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt039939
IRS990EZ/TotalRevenueAmt061919
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031876
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MCLE CONFERENCE/SEMINARS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045030
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045030
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045030
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045030
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013154
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031876
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt031876
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $378
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1481
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIPS $3500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES/MERCHANT FEES $2792
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOARD LUNCH/DINNER COSTS $1951
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AWARDS & GIFTS $1125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEBSITE $788
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8EDUCATION EXPENSE $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TELEPHONE $175
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY VALENTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLACER COUNTY BAR ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PLAC
ReturnHeader/Filer/EIN0941676713
ReturnHeader/Filer/PhoneNum09165579181
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4598
ReturnHeader/Filer/USAddress/CityNm0AUBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095604
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461244952
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Merrill Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01519 Lincoln Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Auburn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095603
ReturnHeader/PreparerPersonGrp/PhoneNum05308853797
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lorelie A Schaitberger
ReturnHeader/ReturnTs02025-11-11T09:21:00-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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