Civic Intelligence

Placer County Bar Association

990EZ • Fiscal year 2016 • EIN 94-1676713

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

Organization ProfileN/A
PO Box 4598Auburn, CA 95604

(916) 557-9181

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

82nd percentile

18%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

85th percentile

33%

Faster asset growth than 85% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

70%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$32,161

Up $7,946 (+33%) from 2015

Net Assets

Up

$32,161

Up $7,946 (+33%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Up

$43,246

Up $17,826 (+70%) from 2015

Expenses

Down

$35,300

Down $7,916 (-18%) from 2015

Net Income

Up

$7,946

Up $25,742 (+145%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$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

2016

Assets$32,161
Liabilities-
Net Assets$32,161
Open 2016 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$43,246
Expenses$35,300
Net Income$7,946
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$100,312
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 CONFERENCES, HELD FUNDRAISERS, MADE DONATIONS TO HIGH SCHOOL SCHOLARSHIP FUND AND to LEGAL SERVICES OF NORTHERN CALIFORNIA, A 501C(3)ORGANIZATION THAT PROVIDES LEGAL SERVICES TO THE POOR--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID FRANKPresidentPT$0--
LAURA STRASSERSecretaryPT$0--
TERRY GILBEAUTreasurerPT$0--
KRISTEN GOODWIN ALEXANDERVice PresidentPT$0--
LAUREN OTTODirector-$0--
MICHELLE LAIDLAWDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mcle$44,181$44,181$49,567$-5,386
Golf Tournament$11,770$11,770$5,425$6,345
Total Events$55,951$55,951$54,992$959
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
Terry Gilbeau
Title
Treasurer
Signed
2017-11-14
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 Revenue.1

“NEWSLETTER $99”

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: LEGAL SERVICES OF NORTHERN CA | Donee's Address: 190 REAMER STREET AUBURN CA 95603 | Cash Amount Given: $7025”

Other Expenses.1002

“Office Expenses $197”

Other Expenses.1007

“Conferences, Conventions, and Meetings $2000”

Other Expenses.1012

“Insurance $544”

Other Expenses.1

“MEALS/CATERING $3721”

Other Expenses.2

“Pass-through expense - mem $1800”

Other Expenses.3

“Mileage reimbursement $1055”

Other Expenses.4

“Newsletter/directory exp $590”

Other Expenses.5

“BANK FEES $366”

Other Expenses.6

“AWARDS & GIFTS $300”

Other Expenses.7

“MISC $263”

Other Expenses.8

“TELEPHONE $168”

Other Expenses.10

“FILING FEES $10”

Raw XML Appendix152 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/USAddress/AddressLine1Txt0PO BOX 4598
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUBURN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095604
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024215
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID FRANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURA STRASSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERRY GILBEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTEN GOODWIN ALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAUREN OTTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHELLE LAIDLAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011014
IRS990EZ/OtherRevenueTotalAmt099
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/PrintingPublicationsPostageAmt0152
IRS990EZ/ProgramServiceRevenueAmt06289
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DURING THE YEAR PROVIDED LAW SEMINARS, MCLE CONFERENCES, HELD FUNDRAISERS, MADE DONATIONS TO HIGH SCHOOL SCHOLARSHIP FUND AND to LEGAL SERVICES OF NORTHERN CALIFORNIA, A 501C(3)ORGANIZATION THAT PROVIDES LEGAL SERVICES TO THE POOR
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt057066
IRS990EZ/SpecialEventsNetIncomeLossAmt01996
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035300
IRS990EZ/TotalRevenueAmt043246
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MCLE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt044181
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011770
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011770
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055951
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0959
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt054992
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt049567
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NEWSLETTER $99
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: LEGAL SERVICES OF NORTHERN CA | Donee's Address: 190 REAMER STREET AUBURN CA 95603 | Cash Amount Given: $7025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $544
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEALS/CATERING $3721
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PASS-THROUGH EXPENSE - MEM $1800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MILEAGE REIMBURSEMENT $1055
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8NEWSLETTER/DIRECTORY EXP $590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK FEES $366
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10AWARDS & GIFTS $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MISC $263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TELEPHONE $168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13FILING FEES $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY GILBEAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
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/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/ReturnTs02017-11-14T14:21:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,161
Liabilities
-
Net assets
$32,161
Revenue
$43,246
Expenses
$35,300
Net income
$7,946
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