Civic Intelligence

Monterey County Bar Association

990EZ • Fiscal year 2016 • EIN 94-2655050

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

Organization Profilewww.montereycountybar.org
2620 Colonel Durham DriveSeaside, CA 93955

(831) 582-5400

Siviq Scores

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

Liabilities / Assets

80th percentile

0.20x

Higher debt load relative to assets than 80% of similar nonprofits.

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

Liabilities / Revenue

50th percentile

0.00x

Higher debt load relative to revenue than 50% of similar nonprofits.

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

Net Margin

24th percentile

-8.6%

Higher net margin than 24% of similar nonprofits.

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

Top Officer Pay

90th percentile

$65,026

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 38.5% of source-year revenue.

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

Asset Growth

1st percentile

-95%

Faster asset growth than 1% of similar nonprofits.

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

Revenue Growth

93rd percentile

54%

Faster revenue growth than 93% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$2,215

Down $44,805 (-95%) from 2015

Net Assets

Down

$1,776

Down $14,578 (-89%) from 2015

Liabilities

Down

$439

Down $30,227 (-99%) from 2015

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin24th percentile

Revenue

Up

$168,816

Up $59,273 (+54%) from 2015

Expenses

Down

$183,394

Down $19,681 (-9.7%) from 2015

Net Income

Up

-$14,578

Up $78,954 (+84%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth1st 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

2016

Assets$2,215
Liabilities$439
Net Assets$1,776
Open 2016 Filing

Operations Trend

Revenue Growth93rd 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

2016

Revenue$168,816
Expenses$183,394
Net Income-$14,578
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
$169,797
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.

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 Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer Ramas DaltonExecutive DirectorFT$65,026-$65,026
Lori EspinozaPresidentPT$0--
William LittPresident-Elect-$0--
Sara CavassaTreasurer-$0--
Sharilyn PayneSecretary-$0--
Michelle WoudenPast President-$0--
Filing and Contact Details

Filer

Filer Name
Monterey County Bar Association
EIN
94-2655050
Phone
8315825400
Address
2620 Colonel Durham Drive, Seaside, CA 93955

Signing Officer

Name
William Litt
Title
President
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Ward Accountancy Inc
Address
10 Bonifacio Plaza, Monterey, CA 93940
Preparer
Robert D Ward CPA
Phone
8313731211
Supplemental Narrative

Additional Explanations

Other Revenue.1

“MCBF Management Fee $3500”

Other Expenses.1001

“Advertising and Promotion $10266”

Other Expenses.1002

“Office Expenses $6217”

Other Expenses.1003

“Information Technology $3860”

Other Expenses.1005

“Travel $2335”

Other Expenses.1007

“Conferences, Conventions, and Meetings $12140”

Other Expenses.1012

“Insurance $2296”

Other Expenses.1

“Bank Service Charges $10394”

Other Expenses.2

“MCBF $5319”

Other Expenses.3

“Dues & Subscriptions $4188”

Other Expenses.5

“Recognition and Awards $2269”

Other Expenses.6

“Other $1900”

Other Expenses.7

“Automotobile $1428”

Other Expenses.8

“Equipment Rental $750”

Other Expenses.9

“PPA $321”

Other Assets.1003

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

Total Liabilities.1

“Other Liability - Beginning $17986 Other Liability - Ending $439”

Total Liabilities.2

“Deferred Revenue - Beginning $12680 Deferred Revenue - Ending $0”

Raw XML Appendix154 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/PhoneNum08313731211
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monterey
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093940
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046953
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02148
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020918
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14578
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05189
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt02215
IRS990EZ/FundraisingGrossIncomeAmt08668
IRS990EZ/GrossReceiptsAmt0169797
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt072521
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016354
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01776
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016354
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01776
IRS990EZ/OccupancyRentUtltsAndMaintAmt05934
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt065026
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Ramas Dalton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lori Espinoza
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2William Litt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sara Cavassa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sharilyn Payne
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Michelle Wouden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Past President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt067
IRS990EZ/OtherAssetsTotalDetail/EOYAmt067
IRS990EZ/OtherExpensesTotalAmt063683
IRS990EZ/OtherRevenueTotalAmt03500
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0This 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.
IRS990EZ/PrintingPublicationsPostageAmt02459
IRS990EZ/ProgramServiceRevenueAmt064190
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/SalariesOtherCompEmplBnftAmt0106129
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0981
IRS990EZ/SpecialEventsNetIncomeLossAmt07687
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt030666
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0439
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0183394
IRS990EZ/TotalRevenueAmt0168816
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http://www.montereycountybar.org/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MCBF Management Fee $3500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $10266
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $6217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Information Technology $3860
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Travel $2335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Conferences, Conventions, and Meetings $12140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance $2296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank Service Charges $10394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MCBF $5319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Dues & Subscriptions $4188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Recognition and Awards $2269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Other $1900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Automotobile $1428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Equipment Rental $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PPA $321
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Machinery and Equipment - Beginning $67 Machinery and Equipment - Ending $67
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Other Liability - Beginning $17986 Other Liability - Ending $439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Deferred Revenue - Beginning $12680 Deferred Revenue - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.2
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William Litt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monterey County Bar Association
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0942655050
ReturnHeader/Filer/PhoneNum08315825400
ReturnHeader/Filer/USAddress/AddressLine1Txt02620 Colonel Durham Drive
ReturnHeader/Filer/USAddress/CityNm0Seaside
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093955
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ward Accountancy Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 Bonifacio Plaza
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093940
ReturnHeader/PreparerPersonGrp/PhoneNum08313731211
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert D Ward CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-14T15:04:44-08:00
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
$2,215
Liabilities
$439
Net assets
$1,776
Revenue
$168,816
Expenses
$183,394
Net income
-$14,578
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
2016Detailed filing. Detailed filing data is available for this year.$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