Civic Intelligence

California Probate Referees Association

990EZ • Fiscal year 2017 • EIN 94-2624271

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 22, 2017

Organization Profileprobatereferees.net
220 Sansome StreetSan Francisco, CA 94104

(415) 482-5247

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

44th percentile

0.4%

Higher net margin than 44% 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

46th percentile

0.7%

Faster asset growth than 46% of similar nonprofits.

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

Revenue Growth

32nd percentile

-7.7%

Faster revenue growth than 32% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$64,900

Up $455 (+0.7%) from 2016

Net Assets

Up

$64,900

Up $455 (+0.7%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin44th percentile

Revenue

Down

$127,043

Down $10,648 (-7.7%) from 2016

Expenses

Up

$126,588

Up $3,324 (+2.7%) from 2016

Net Income

Down

$455

Down $13,972 (-97%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$150K$100K$50K$0Assets 2011: $56,208Liabilities 2011: $02011Assets 2012: $67,456Liabilities 2012: $02012Assets 2013: $72,170Liabilities 2013: $02013Assets 2014: $66,635Net Assets 2014: $66,6352014Assets 2015: $50,018Liabilities 2015: $02015Assets 2016: $64,445Net Assets 2016: $64,4452016Assets 2017: $64,900Net Assets 2017: $64,9002017Assets 2018: $50,424Net Assets 2018: $50,4242018Assets 2019: $48,140Net Assets 2019: $48,1402019Assets 2020: $68,754Net Assets 2020: $68,7542020Assets 2021: $85,034Net Assets 2021: $85,0342021Assets 2022: $105,072Net Assets 2022: $105,0722022Assets 2023: $100,088Net Assets 2023: $100,0882023Assets 2024: $97,349Liabilities 2024: $02024Assets 2025: $81,151Net Assets 2025: $81,1512025

Highlighted filing

2017

Assets$64,900
Liabilities-
Net Assets$64,900
Open 2017 Filing

Operations Trend

Revenue Growth32nd percentile

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

$200K$100K$0-$100KRevenue 2011: $129,231Expenses 2011: $130,422Net Income 2011: -$1,1912011Revenue 2012: $133,667Expenses 2012: $122,419Net Income 2012: $11,2482012Revenue 2013: $121,688Expenses 2013: $122,331Net Income 2013: -$6432013Revenue 2014: $107,077Expenses 2014: $112,612Net Income 2014: -$5,5352014Revenue 2015: $108,839Expenses 2015: $125,456Net Income 2015: -$16,6172015Revenue 2016: $137,691Expenses 2016: $123,264Net Income 2016: $14,4272016Revenue 2017: $127,043Expenses 2017: $126,588Net Income 2017: $4552017Revenue 2018: $124,256Expenses 2018: $138,732Net Income 2018: -$14,4762018Revenue 2019: $137,028Expenses 2019: $139,312Net Income 2019: -$2,2842019Revenue 2020: $103,459Expenses 2020: $80,180Net Income 2020: $23,2792020Revenue 2021: $74,311Expenses 2021: $57,346Net Income 2021: $16,9652021Revenue 2022: $105,499Expenses 2022: $86,146Net Income 2022: $19,3532022Revenue 2023: $145,923Expenses 2023: $150,143Net Income 2023: -$4,2202023Revenue 2024: $145,149Expenses 2024: $146,870Net Income 2024: -$1,7212024Revenue 2025: $173,465Expenses 2025: $189,663Net Income 2025: -$16,1982025

Highlighted filing

2017

Revenue$127,043
Expenses$126,588
Net Income$455
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 22, 2017
Return Version
2016v3.0
Gross Receipts
$127,043
Mission and Program Overview

Mission

To provide its members continuing education and professional liability insurance

To provide education and support for its members.

Program Services

DescriptionGrantsExpenses
Provide education for members and staff.$56,366-
Provide E & O insurance for its members.$30,562-
Legislative Advocacy$24,948-
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris DanielDirector-$0--
Frank RealSecretary-$0--
Nick TarlsonTreasurer-$0--
James TuckerV. Pres. Div I-$0--
Chris DanielV. Pres. Div.II-$0--
Landon ScottV. Pres.Div III-$0--
Joseph BuaDirector-$0--
Dennis IllingworkPresident-$0--
Steve PalliosDirector-$0--
Landon ScottDirector-$0--
Alan BitettDivision IV VP-$0--
Christina AcevedoDirector-$0--
Kevin EckardDirector-$0--
David ElefantDirector-$0--
Filing and Contact Details

Filer

Filer Name
California Probate Referees Association
EIN
94-2624271
Phone
4154825247
Address
220 SANSOME STREET, SAN FRANCISCO, CA 94104

Signing Officer

Name
Nick Tarlson
Title
Treasurer
Signed
2017-12-22
Discuss with paid preparer
Yes

Preparer

Firm
Albert Hom CPA
Address
400 Montgomery Street Suite 1010, San Francisco, CA 94104
Preparer
Albert Hom
Phone
4159562224
Supplemental Narrative

Additional Explanations

Other Expenses.1003

“Information Technology $607”

Other Expenses.1007

“Conferences, Conventions, and Meetings $56366”

Other Expenses.1012

“Insurance $30562”

Other Expenses.1

“Government Relations $24948”

Other Expenses.2

“Board Meetings $11126”

Other Expenses.4

“Miscellaneous Expenses $461”

Other Assets.1

“Deposits - Beginning $6000 Deposits - Ending $7000”

Raw XML Appendix162 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0NICK G TARLSON
IRS990EZ/BooksInCareOfDetail/PhoneNum04159565700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0220 SANSOME STREET SUITE 900
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094104
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058445
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057900
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0127022
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0455
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01135
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt064445
IRS990EZ/Form990TotalAssetsGrp/EOYAmt064900
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0127043
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt021
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt064445
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064900
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt064445
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Chris Daniel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Frank Real
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nick Tarlson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3James Tucker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Chris Daniel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Landon Scott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Joseph Bua
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Dennis Illingwork
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Steve Pallios
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Landon Scott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Alan Bitett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Christina Acevedo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Kevin Eckard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13David Elefant
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3V. Pres. Div I
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4V. Pres. Div.II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5V. Pres.Div III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Division IV VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07000
IRS990EZ/OtherExpensesTotalAmt0124070
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide education and support for its members.
IRS990EZ/PrintingPublicationsPostageAmt01383
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide education for members and staff.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Legislative Advocacy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provide E & O insurance for its members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt056366
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt124948
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt230562
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0126588
IRS990EZ/TotalProgramServiceExpensesAmt0111876
IRS990EZ/TotalRevenueAmt0127043
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0http://probatereferees.net/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $56366
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $30562
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Government Relations $24948
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Board Meetings $11126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Miscellaneous Expenses $461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Deposits - Beginning $6000 Deposits - Ending $7000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
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 Assets.1
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Nick Tarlson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA PROBATE REFEREES ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0942624271
ReturnHeader/Filer/PhoneNum04154825247
ReturnHeader/Filer/USAddress/AddressLine1Txt0220 SANSOME STREET
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094104
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Albert Hom CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 Montgomery Street Suite 1010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04159562224
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Albert Hom
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-12-22T15:26:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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
$64,900
Liabilities
-
Net assets
$64,900
Revenue
$127,043
Expenses
$126,588
Net income
$455
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.81$0.81$1.73$1.90$0.16
2024Summary only. Only limited summary data is available for this year.$0.97$0.00$1.45$1.47$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$1.00$1.46$1.50$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$1.05$1.05$0.86$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.85$0.74$0.57$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.69$1.03$0.80$0.23
2019Detailed filing. Detailed filing data is available for this year.$0.48$0.48$1.37$1.39$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.50$0.50$1.24$1.39$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.65$0.65$1.27$1.27$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.64$0.64$1.38$1.23$0.14
2015Summary only. Only limited summary data is available for this year.$0.50$0.00$1.09$1.25$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.67$1.07$1.13$0.06
2013Summary only. Only limited summary data is available for this year.$0.72$0.00$1.22$1.22$0.01
2012Summary only. Only limited summary data is available for this year.$0.67$0.00$1.34$1.22$0.11
2011Summary only. Only limited summary data is available for this year.$0.56$0.00$1.29$1.30$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)6 • <$500k nonprofits