Civic Intelligence

Placer County Bar Association

990EZ • Fiscal year 2017 • EIN 94-1676713

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

9th percentile

-30%

Higher net margin than 9% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

12th percentile

-28%

Faster asset growth than 12% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

11th percentile

-29%

Faster revenue growth than 11% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$23,092

Down $9,069 (-28%) from 2016

Net Assets

Down

$23,092

Down $9,069 (-28%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$30,613

Down $12,633 (-29%) from 2016

Expenses

Up

$39,682

Up $4,382 (+12%) from 2016

Net Income

Down

-$9,069

Down $17,015 (-214%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2017

Assets$23,092
Liabilities-
Net Assets$23,092
Open 2017 Filing

Operations Trend

Revenue Growth11th 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

2017

Revenue$30,613
Expenses$39,682
Net Income-$9,069
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$84,649
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 DONATION TO HIGH SCHOOL MOCK TRIAL TEAM STATE COMPETITION--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JORDAN MAURERMember At Large-$0--
LAURA STRASSERSecretaryPT$0--
TERRY GILBEAUVice PresidentPT$0--
KRISTEN GOODWIN ALEXANDERPresidentPT$0--
LAUREN OTTOTreasurer-$0--
LINDSEY VOLLEMember At Large-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mcle Conference/seminars$43,879$43,879$47,973$-4,094
Total Events$43,879$43,879$47,973$-4,094
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
2018-11-15
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.1002

“Office Expenses $751”

Other Expenses.1007

“Conferences, Conventions, and Meetings $3548”

Other Expenses.1012

“Insurance $1480”

Other Expenses.1

“Meals/catering/reception $7538”

Other Expenses.2

“AWARDS & GIFTS $3250”

Other Expenses.4

“Newsletter/directory exp $1471”

Other Expenses.5

“WEBSITE $1396”

Other Expenses.6

“Mileage reimbursement $1044”

Other Expenses.7

“BANK FEES $629”

Other Expenses.8

“FEES, TAXES, MISC $592”

Other Expenses.9

“TELEPHONE $168”

Raw XML Appendix140 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/BOYAmt032161
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023092
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-9069
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IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt047213
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0500
IRS990EZ/GrossReceiptsAmt084649
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt034251
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032161
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023092
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023092
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JORDAN MAURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURA STRASSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERRY GILBEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTEN GOODWIN ALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAUREN OTTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LINDSEY VOLLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER AT LARGE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021867
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/PrintingPublicationsPostageAmt01652
IRS990EZ/ProgramServiceRevenueAmt03185
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DURING THE YEAR PROVIDED LAW SEMINARS, MCLE CONFERENCES, HELD FUNDRAISERS, MADE DONATION TO HIGH SCHOOL MOCK TRIAL TEAM STATE COMPETITION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt054036
IRS990EZ/SpecialEventsNetIncomeLossAmt0-6823
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039682
IRS990EZ/TotalRevenueAmt030613
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt047973
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MCLE CONFERENCE/SEMINARS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043879
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043879
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043879
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043879
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-4094
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt047973
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt047973
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $751
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $3548
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEALS/CATERING/RECEPTION $7538
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AWARDS & GIFTS $3250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NEWSLETTER/DIRECTORY EXP $1471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WEBSITE $1396
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MILEAGE REIMBURSEMENT $1044
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK FEES $629
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FEES, TAXES, MISC $592
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TELEPHONE $168
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY GILBEAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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/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/ReturnTs02018-11-15T11:18:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,092
Liabilities
-
Net assets
$23,092
Revenue
$30,613
Expenses
$39,682
Net income
-$9,069
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