Civic Intelligence

Applied Survey Research Inc

EIN 94-2711764 • 501(c)3 • Watsonville, CA

Watsonville, CA
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

36th percentile

0.02x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

25th percentile

-7.7%

Higher net margin than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

86th percentile

$171,689

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

6th percentile

-35%

Faster asset growth than 6% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

30th percentile

-4.2%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$867,077

Down $471,481 (-35%) from 2024

Liabilities

Down

$13,877

Down $152,951 (-92%) from 2024

Net Assets

Down

$853,200

Down $318,530 (-27%) from 2024

Revenue

Down

$4,158,031

Down $182,899 (-4.2%) from 2024

Expenses

Up

$4,476,561

Up $52,221 (+1.2%) from 2024

Net Income

Down

-$318,530

Down $235,120 (-282%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $262,480Liabilities 2010: $492Net Assets 2010: $261,9882010Assets 2011: $293,189Liabilities 2011: $8,210Net Assets 2011: $284,9792011Assets 2012: $116,895Liabilities 2012: $41,804Net Assets 2012: $75,0912012Assets 2013: $314,046Liabilities 2013: $23,484Net Assets 2013: $290,5622013Assets 2014: $613,438Liabilities 2014: $27,593Net Assets 2014: $585,8452014Assets 2016: $487,478Liabilities 2016: $36,192Net Assets 2016: $451,2862016Assets 2017: $739,025Liabilities 2017: $37,401Net Assets 2017: $701,6242017Assets 2018: $1,136,960Liabilities 2018: $33,142Net Assets 2018: $1,103,8182018Assets 2019: $820,942Liabilities 2019: $47,037Net Assets 2019: $773,9052019Assets 2020: $1,211,253Liabilities 2020: $467,281Net Assets 2020: $743,9722020Assets 2021: $754,449Liabilities 2021: $478,836Net Assets 2021: $275,6132021Assets 2022: $1,455,216Liabilities 2022: $6,661Net Assets 2022: $1,448,5552022Assets 2023: $1,257,758Liabilities 2023: $2,618Net Assets 2023: $1,255,1402023Assets 2024: $1,338,558Liabilities 2024: $166,828Net Assets 2024: $1,171,7302024Assets 2025: $867,077Liabilities 2025: $13,877Net Assets 2025: $853,2002025

Highlighted filing

2025

Assets$867,077
Liabilities$13,877
Net Assets$853,200

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $1,738,682Expenses 2010: $1,864,063Net Income 2010: -$125,3812010Revenue 2011: $2,088,499Expenses 2011: $2,065,508Net Income 2011: $22,9912011Revenue 2012: $2,310,430Expenses 2012: $2,520,318Net Income 2012: -$209,8882012Revenue 2013: $2,811,749Expenses 2013: $2,596,278Net Income 2013: $215,4712013Revenue 2014: $2,907,794Expenses 2014: $2,612,511Net Income 2014: $295,2832014Revenue 2016: $3,210,918Expenses 2016: $3,200,505Net Income 2016: $10,4132016Revenue 2017: $4,173,844Expenses 2017: $3,923,506Net Income 2017: $250,3382017Revenue 2018: $3,859,222Expenses 2018: $3,457,028Net Income 2018: $402,1942018Revenue 2019: $3,336,839Expenses 2019: $3,666,752Net Income 2019: -$329,9132019Revenue 2020: $3,404,248Expenses 2020: $3,434,181Net Income 2020: -$29,9332020Revenue 2021: $2,751,845Expenses 2021: $3,210,694Net Income 2021: -$458,8492021Revenue 2022: $5,266,252Expenses 2022: $4,093,310Net Income 2022: $1,172,9422022Revenue 2023: $3,866,844Expenses 2023: $4,060,259Net Income 2023: -$193,4152023Revenue 2024: $4,340,930Expenses 2024: $4,424,340Net Income 2024: -$83,4102024Revenue 2025: $4,158,031Expenses 2025: $4,476,561Net Income 2025: -$318,5302025

Highlighted filing

2025

Revenue$4,158,031
Expenses$4,476,561
Net Income-$318,530

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.01$0.85$4.16$4.48$0.32
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.17$1.17$4.34$4.42$0.08
2023Summary only. Only limited summary data is available for this year.$1.26$0.00$1.26$3.87$4.06$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.01$1.45$5.27$4.09$1.17
2021Summary only. Only limited summary data is available for this year.$0.75$0.48$0.28$2.75$3.21$0.46
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.47$0.74$3.40$3.43$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.05$0.77$3.34$3.67$0.33
2018Summary only. Only limited summary data is available for this year.$1.14$0.03$1.10$3.86$3.46$0.40
2017Summary only. Only limited summary data is available for this year.$0.74$0.04$0.70$4.17$3.92$0.25
2016Summary only. Only limited summary data is available for this year.$0.49$0.04$0.45$3.21$3.20$0.01
2014Summary only. Only limited summary data is available for this year.$0.61$0.03$0.59$2.91$2.61$0.30
2013Summary only. Only limited summary data is available for this year.$0.31$0.02$0.29$2.81$2.60$0.22
2012Summary only. Only limited summary data is available for this year.$0.12$0.04$0.08$2.31$2.52$0.21
2011Summary only. Only limited summary data is available for this year.$0.29$0.01$0.28$2.09$2.07$0.02
2010Summary only. Only limited summary data is available for this year.$0.26$0.00$0.26$1.74$1.86$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$4,158,031
Mission and Program Overview

Mission

Applied Survey Research is a nonprofit social research firm dedicated to helping people build better communities. We help communities to measure and improve their quality of life. We help organizations to measure and improve the impact of their services.

APPLIED SURVEY RESEARCH IS A NONPROFIT SOCIAL RESEARCH FIRM DEDICATED TO HELPING PEOPLE BUILD STRONGER SUPPORTIVE COMMUNITIES. WE HELP COMMUNITIES TO MEASURE AND IMPROVE THEIR QUALITY OF LIFE. WE HELP ORGANIZATIONS TO MEASURE AND IMPROVE THE IMPACT OF THEIR SERVICES BY CONDUCTING, ANALYZING, and DISSEMINATING COMMUNITY-BASED RESEARCH.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,283,695$818,123▼ $465,572
Land, Buildings, and Equipment, Net$54,863$48,954▼ $5,909
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,338,558$867,077▼ $471,481
Other Assets Total-$0-
Liabilities
Other Liabilities$166,828$13,877▼ $152,951
Total Liabilities$166,828$13,877▼ $152,951
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,171,730$853,200▼ $318,530
Total Net Assets Fund Balance$1,171,730$853,200▼ $318,530
Total Liabilities and Net Assets / Fund Balance$1,338,558$867,077▼ $471,481

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$46,572$124,497$171,069
Equipment$924$95,410$96,334
Other Land Buildings$1,458$58,720$60,178
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kimberly L CarpenterVP of Research and EvaluationFT$138,635$33,054$171,689
Peter ConneryVP/CFOFT$135,538$34,492$170,030
Lisa NiclaiVP of Research and OperationsFT$140,000$29,469$169,469
Susan BrutschyPresidentFT$135,538$33,555$169,093
Jennifer Anderson-bahrSr.project ManagerFT$130,392$10,093$140,485
Alyssa MullinsSr. Project MgrFT$110,746$13,219$123,965
James Leigh ConneryVP of Research & OFT$108,517$13,929$122,446
John ConnerySr. Project ManageFT$113,000$5,175$118,175
Laura ConnerySecretaryFT$99,193$12,889$112,082
Megan MillerSr. Research AnalyFT$108,517$2,883$111,400

Board Members and Trustees

NameTitle
Bonnie GutierrezMember at Large
Jill DuceyMember at Large
Patricia RobinsonMember at Large
Revenue and Support

Revenue Composition

Contributions and Grants
$699,698
Program Service Revenue
$3,458,333
Investment Income
$0
Other Revenue
$0
All Other Contributions
$4,200
Change in Net Assets
$-318,530
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,525,818
Other Expenses$950,743
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,742,484$435,621-$2,178,105
Current Officers, Directors, Trustees, and Key Employees$718,767$94,403-$813,170
Payroll Taxes$201,675$50,419-$252,094
Fees for Services Other$192,919--$192,919
Other Employee Benefits$151,789$37,947-$189,736
Occupancy$136,159$34,040-$170,199
All Other Expenses$108,923$17,261-$126,184
Pension Plan Contributions$74,170$18,543-$92,713
Travel$52,621$13,155-$65,776
Other Expenses$46,338$11,584-$57,922
Insurance$25,561$6,390-$31,951
Fees for Services Accounting-$19,618-$19,618
Conferences and Meetings$7,629--$7,629
Depreciation Depletion$4,727$1,182-$5,909
Fees for Services Legal-$4,435-$4,435
Interest-$838-$838
Office Expenses-$401-$401
Total Functional Expenses$3,643,111$833,450$0$4,476,561
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Cards Payable$16,919
Payroll Liabilities$-3,042
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Peter Connery, Vice President/CFO, and Susan Brutschy, President, are married spouses. Laura Connery, Secretary, is daughter of Peter Connery and Susan Brutschy.

Form 990, Part VI, Section B, Line 11B

990 is provided to board of directors for review and approval prior to filing.

Form 990, Part VI, Section B, Line 12C

Board members were required to sign a conflict of interest form for the year. Virtually all government contracts require a conflict of interest statement and review for all staff who work on the contract. This is reviewed and certified by ASR management.

Form 990, Part VI, Section B, Line 15A

The Board's independent directors approve the President's compensation. They review comparison data like public compensation reports and 990s for similar organizations to ensure the compensation amount is reasonable and approve any changes to her compensation.

Form 990, Part VI, Section B, Line 15B

During the personnel review process for officers, management and key staff, compensation is reviewed for performance and the marketplace. The Board's disinterested members review and approve compensation for Peter Connery, Vice President, and Laura Connery, Secretary, since they are related to the President.

Form 990, Part VI, Section C, Line 19

All governing documents, policies, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Applied Survey Research Inc
EIN
94-2711764
Phone
8317281356
Address
55 PENNY LANE 101, WATSONVILLE, CA 95077

Signing Officer

Name
Peter Connery
Title
Vice President/CFO
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Formed
1980
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
3
Employees
38

Preparer

Firm
A Bagley CPA Tax & Accounting Services
Address
2901 Park Ave Suite C2, Soquel, CA 95073
Preparer
Allison C Bagley
Phone
8318542395
Raw XML AppendixShowing 400 of 529 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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IRS990/MissionDesc0APPLIED SURVEY RESEARCH IS A NONPROFIT SOCIAL RESEARCH FIRM DEDICATED TO HELPING PEOPLE BUILD STRONGER SUPPORTIVE COMMUNITIES. WE HELP COMMUNITIES TO MEASURE AND IMPROVE THEIR QUALITY OF LIFE. WE HELP ORGANIZATIONS TO MEASURE AND IMPROVE THE IMPACT OF THEIR SERVICES BY CONDUCTING, ANALYZING, and DISSEMINATING COMMUNITY-BASED RESEARCH.
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