Civic Intelligence

Monterey County Bar Association

990EZ • Fiscal year 2013 • EIN 94-2655050

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

Organization Profilemontereycountybar.org
100 Colonel Durham Drive93955

(831) 582-5400

Siviq Scores

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

Liabilities / Assets

75th percentile

0.13x

Higher debt load relative to assets than 75% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

82nd percentile

0.15x

Higher debt load relative to revenue than 82% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

12th percentile

-21%

Higher net margin than 12% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

92nd percentile

$70,760

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 48.0% of source-year revenue.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

21st percentile

-15%

Faster asset growth than 21% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

61st percentile

7.0%

Faster revenue growth than 61% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$168,337

Down $28,643 (-15%) from 2012

Net Assets

$146,768

No earlier filing loaded for comparison.

Liabilities

Up

$21,569

Up $1,808 (+9.1%) from 2012

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin12th percentile

Revenue

Up

$147,348

Up $9,657 (+7.0%) from 2012

Expenses

Down

$177,799

Down $10,490 (-5.6%) from 2012

Net Income

Up

-$30,451

Up $20,147 (+40%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$400K$200K$0-$200KAssets 2011: $249,084Liabilities 2011: $21,2672011Assets 2012: $196,980Liabilities 2012: $19,7612012Assets 2013: $168,337Liabilities 2013: $21,569Net Assets 2013: $146,7682013Assets 2014: $120,251Liabilities 2014: $17,986Net Assets 2014: $102,2652014Assets 2015: $47,020Liabilities 2015: $30,666Net Assets 2015: $16,3542015Assets 2016: $2,215Liabilities 2016: $439Net Assets 2016: $1,7762016Assets 2017: $47,632Liabilities 2017: $121,728Net Assets 2017: -$74,0962017Assets 2018: $184,365Liabilities 2018: $24,039Net Assets 2018: $160,3262018Assets 2019: $193,849Liabilities 2019: $544Net Assets 2019: $193,3052019Assets 2020: $203,112Liabilities 2020: $40,458Net Assets 2020: $162,6542020Assets 2021: $234,502Liabilities 2021: $21,122Net Assets 2021: $213,3802021Assets 2022: $225,075Liabilities 2022: $0Net Assets 2022: $225,0752022Assets 2023: $285,730Liabilities 2023: $8,332Net Assets 2023: $277,3982023Assets 2024: $317,703Liabilities 2024: $0Net Assets 2024: $317,7032024Assets 2025: $366,148Liabilities 2025: $0Net Assets 2025: $366,1482025

Highlighted filing

2013

Assets$168,337
Liabilities$21,569
Net Assets$146,768
Open 2013 Filing

Operations Trend

Revenue Growth61st percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $160,975Expenses 2011: $134,659Net Income 2011: $26,3162011Revenue 2012: $137,691Expenses 2012: $188,289Net Income 2012: -$50,5982012Revenue 2013: $147,348Expenses 2013: $177,799Net Income 2013: -$30,4512013Revenue 2014: $135,192Expenses 2014: $179,695Net Income 2014: -$44,5032014Revenue 2015: $109,543Expenses 2015: $203,075Net Income 2015: -$93,5322015Revenue 2016: $168,816Expenses 2016: $183,394Net Income 2016: -$14,5782016Revenue 2017: $154,287Expenses 2017: $230,159Net Income 2017: -$75,8722017Revenue 2018: $287,204Expenses 2018: $52,782Net Income 2018: $234,4222018Revenue 2019: $131,937Expenses 2019: $98,958Net Income 2019: $32,9792019Revenue 2020: $95,099Expenses 2020: $125,750Net Income 2020: -$30,6512020Revenue 2021: $172,387Expenses 2021: $121,661Net Income 2021: $50,7262021Revenue 2022: $144,215Expenses 2022: $132,520Net Income 2022: $11,6952022Revenue 2023: $190,167Expenses 2023: $137,844Net Income 2023: $52,3232023Revenue 2024: $184,073Expenses 2024: $143,791Net Income 2024: $40,2822024Revenue 2025: $219,862Expenses 2025: $171,417Net Income 2025: $48,4452025

Highlighted filing

2013

Revenue$147,348
Expenses$177,799
Net Income-$30,451
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.1
Gross Receipts
$171,917
Mission and Program Overview

Mission

This is a bar association organized to foster fellowship among the members of the local bar, promote access to the legal community in monterey county, promote attorney and public education, and enhance the public perception of the legal profession.

Promote the common interest available through association and to enhance the general quality of the legal services provided to the general public.

Program Services

DescriptionGrantsExpenses
This is a Bar Association whose purpose is to promote the common interest available through association and to enhance the general quality of the legal services provided to the general public.--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGINA GAGEAdmin DirectorFT$70,760-$70,760
RON DEHOFFPresident-$0--
STEPHANIE HULSEYPresident-Elect-$0--
SHARILYN PAYNESecretary-$0--
LESLIE FINNEGANTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$21,577$21,577-$21,577
Event 2$9,897$9,897-$9,897
Total Events$31,474$31,474$24,569$6,905
Filing and Contact Details

Filer

EIN
94-2655050
Phone
8315825400

Signing Officer

Name
Jennifer Sardina
Title
Executive Director
Signed
2014-11-17
Discuss with paid preparer
Yes

Preparer

Preparer
Bruce Crist
Phone
8313751087
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $1871”

Other Expenses.1002

“Office Expenses $6310”

Other Expenses.1003

“Information Technology $6606”

Other Expenses.1005

“Travel $3052”

Other Expenses.1

“Meeting Expense $3759”

Other Expenses.2

“TELEPHONE EXPENSE $2313”

Other Expenses.3

“INSURANCE $2208”

Other Expenses.4

“Dues & subscriptions $1972”

Other Expenses.5

“Recognition & Awards $1752”

Other Expenses.6

“Donations $1300”

Other Expenses.7

“Annual state bar meeting $696”

Other Expenses.9

“Bank Charges $20”

Other Assets.1003

“Machinery and Equipment - Beginning $67 Machinery and Equipment - Ending $67”

Total Liabilities.1

“- Beginning $19761 - Ending $21569”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JENNIFER SARDINA
IRS990EZ/BooksInCareOfDetail/PhoneNum08315825400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10100 COLONEL DURHAM DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0SEASIDE
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode093955
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0196913
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0168270
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-30451
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01616
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0196980
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0168337
IRS990EZ/FundraisingGrossIncomeAmt031474
IRS990EZ/GrossReceiptsAmt0171917
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01228
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt061519
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0177219
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0146768
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0177219
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0146768
IRS990EZ/OccupancyRentUtltsAndMaintAmt0997
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt270760
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RON DEHOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE HULSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REGINA GAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHARILYN PAYNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LESLIE FINNEGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ADMIN DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt067
IRS990EZ/OtherAssetsTotalDetail/EOYAmt067
IRS990EZ/OtherExpensesTotalAmt031859
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote the common interest available through association and to enhance the general quality of the legal services provided to the general public.
IRS990EZ/PrintingPublicationsPostageAmt0369
IRS990EZ/ProgramServiceRevenueAmt077696
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0This is a Bar Association whose purpose is to promote the common interest available through association and to enhance the general quality of the legal services provided to the general public.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0142958
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt024569
IRS990EZ/SpecialEventsNetIncomeLossAmt06905
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt019761
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt021569
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0177799
IRS990EZ/TotalRevenueAmt0147348
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0montereycountybar.org
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024569
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt018067
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt06502
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt024569
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021577
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09897
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031474
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021577
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09897
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031474
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0LUNCHEONS & DINNERS
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0SEMINARS
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06905
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1871
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $6310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $6606
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $3052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Meeting Expense $3759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TELEPHONE EXPENSE $2313
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INSURANCE $2208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DUES & SUBSCRIPTIONS $1972
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Recognition & Awards $1752
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Donations $1300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ANNUAL STATE BAR MEETING $696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Bank Charges $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Machinery and Equipment - Beginning $67 Machinery and Equipment - Ending $67
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13- Beginning $19761 - Ending $21569
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER SARDINA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10MONTEREY COUNTY BAR ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0942655050
ReturnHeader/Filer/PhoneNum08315825400
ReturnHeader/Filer/USAddress/AddressLine10100 Colonel Durham Drive
ReturnHeader/Filer/USAddress/City0Seaside
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093955
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HAYNER HAYNER MILLER AND CRIST LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10140 W FRANKLIN ST STE 308
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MONTEREY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0939402725
ReturnHeader/PreparerPersonGrp/PhoneNum08313751087
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bruce Crist
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-17T16:11:18-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$168,337
Liabilities
$21,569
Net assets
$146,768
Revenue
$147,348
Expenses
$177,799
Net income
-$30,451
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$2.20$1.71$0.48
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$0.00$3.18$1.84$1.44$0.40
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.86$0.08$2.77$1.90$1.38$0.52
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$1.44$1.33$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.21$2.13$1.72$1.22$0.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.40$1.63$0.95$1.26$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.01$1.93$1.32$0.99$0.33
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.24$1.60$2.87$0.53$2.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$1.22$0.74$1.54$2.30$0.76
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$1.69$1.83$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.31$0.16$1.10$2.03$0.94
2014Detailed filing. Detailed filing data is available for this year.$1.20$0.18$1.02$1.35$1.80$0.45
2013Detailed filing. Detailed filing data is available for this year.$1.68$0.22$1.47$1.47$1.78$0.30
2012Summary only. Only limited summary data is available for this year.$1.97$0.20$1.38$1.88$0.51
2011Summary only. Only limited summary data is available for this year.$2.49$0.21$1.61$1.35$0.26