Civic Intelligence

Applied Survey Research Inc.

990 • Fiscal year 2020 • EIN 94-2711764

Jul 01, 2019 to Jun 30, 2020 • Filed on May 12, 2021

Organization Profileappliedsurveyresearch.org

View Organization Page

55 Penny LaneWatsonville, CA 95077

(831) 728-1356

Siviq Scores

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

Liabilities / Assets

76th percentile

0.39x

Higher debt load relative to assets than 76% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

50th percentile

0.14x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

35th percentile

-0.9%

Higher net margin than 35% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

84th percentile

$150,906

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

85th percentile

48%

Faster asset growth than 85% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

2.0%

Faster revenue growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$1,211,253

Up $390,311 (+48%) from 2019

Net Assets

Down

$743,972

Down $29,933 (-3.9%) from 2019

Liabilities

Up

$467,281

Up $420,244 (+893%) from 2019

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin35th percentile

Revenue

Up

$3,404,248

Up $67,409 (+2.0%) from 2019

Expenses

Down

$3,434,181

Down $232,571 (-6.3%) from 2019

Net Income

Up

-$29,933

Up $299,980 (+91%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$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

2020

Assets$1,211,253
Liabilities$467,281
Net Assets$743,972
Open 2020 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$3,404,248
Expenses$3,434,181
Net Income-$29,933
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 12, 2021
Return Version
2019v5.0
Gross Receipts
$3,404,248
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$785,293$1,107,887▲ $322,594
Land, Buildings, and Equipment, Net$34,919$99,037▲ $64,118
Loans From Officers Directors$20,000$20,000→ $0
Accounts Receivable$730$730→ $0
Savings and Temporary Cash Investments-$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$820,942$1,211,253▲ $390,311
Other Assets Total-$3,599-
Liabilities
Mortgage Notes Payable Secured by Investment Property-$447,281-
Other Liabilities$27,037--
Total Liabilities$47,037$467,281▲ $420,244
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$773,905$743,972▼ $29,933
Total Net Assets Fund Balance$773,905$743,972▼ $29,933
Total Liabilities and Net Assets / Fund Balance$820,942$1,211,253▲ $390,311

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$88,560$82,509$171,069
Equipment$1,146$95,188$96,334
Other Land Buildings$9,331$50,847$60,178
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan BrutschyPresidentFT$134,964$150,942$150,942
Peter ConneryV.Preside/t/CFOFT$134,985$150,489$150,489
Lisa NiclaiVP of EvaluationFT$128,463$13,564$142,027
Kimberly L CarpenterProject Manager IIFT$112,657$8,474$121,131
Jennfer Anderson-bahrproject managerFT$101,461$12,566$114,027
Christina BranomProject Manager IIFT$100,631$9,671$110,302

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
$0
Program Service Revenue
$3,404,248
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-29,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,391,316
Other Expenses$1,042,565
Grants and Similar Amounts Paid$300
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,505,220$265,627-$1,770,847
Current Officers, Directors, Trustees, and Key Employees$256,217$45,214-$301,431
Occupancy$196,030$34,594-$230,624
Fees for Services Other$164,517$53,171-$217,688
Payroll Taxes$156,869$27,683-$184,552
Other Employee Benefits$94,319$16,645-$110,964
All Other Expenses$57,336$18,580-$75,916
Travel$47,777$8,431-$56,208
Pension Plan Contributions$19,994$3,528-$23,522
Insurance$19,060$3,364-$22,424
Other Expenses$18,261$8,306-$18,261
Advertising$12,839$2,266-$15,105
Depreciation Depletion$12,324$2,175-$14,499
Fees for Services Legal-$10,755-$10,755
Office Expenses$7,978$1,408-$9,386
Fees for Services Accounting-$4,987-$4,987
Interest$1,650$291-$1,941
Conferences and Meetings$622$110-$732
Grants to Domestic Orgs$300--$300
Total Functional Expenses$2,909,848$524,333$0$3,434,181
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
Loans from Officers, Directors, Trustees, and Key Employees$20,000$20,000→ $0
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Peter Connery, Vice President, and Susan Brutschy, President, are married spouses”

Form 990, Part VI, Line 11B: Form 990 Review Process

“990 provided to Peter Connery, Vice President/CFO, for review of accuracy prior to filing”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board members were required to sign a conflict of interest form for the year. Virtually all jurisdictional 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, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“During the personnel review process for officers, management and key staff, compensation is reviewed for performance and the marketplace.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“During the personnel review process for officers, management and key staff, compensation is reviewed for performance and the marketplace.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“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, WATSONVILLE, CA 95077

Signing Officer

Name
Peter Connery
Title
Vice President/CFO
Signed
2021-05-12
Discuss with paid preparer
Yes

Organization Details

Formed
1980
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
2
Employees
50

Preparer

Firm
Allison C Bagley CPA
Address
820 Bay Ave Ste 230-H, Capitola, CA 95010
Preparer
Allison C Bagley CPA
Phone
8312346322
Raw XML AppendixShowing 400 of 469 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/BOYAmt0730
IRS990/AccountsReceivableGrp/EOYAmt0730
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Applied 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.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02266
IRS990/AdvertisingGrp/ProgramServicesAmt012839
IRS990/AdvertisingGrp/TotalAmt015105
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt018580
IRS990/AllOtherExpensesGrp/ProgramServicesAmt057336
IRS990/AllOtherExpensesGrp/TotalAmt075916
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0PETER CONNERY
IRS990/BooksInCareOfDetail/PhoneNum08317281356
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt055 PENNY LANE STE 101
IRS990/BooksInCareOfDetail/USAddress/CityNm0WATSONVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095077
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0785293
IRS990/CashNonInterestBearingGrp/EOYAmt01107887
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt045214
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0256217
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0301431
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0110
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0622
IRS990/ConferencesMeetingsGrp/TotalAmt0732
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0300
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01042565
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03404248
IRS990/CYRevenuesLessExpensesAmt0-29933
IRS990/CYSalariesCompEmpBnftPaidAmt02391316
IRS990/CYTotalExpensesAmt03434181
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03404248
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02175
IRS990/DepreciationDepletionGrp/ProgramServicesAmt012324
IRS990/DepreciationDepletionGrp/TotalAmt014499
IRS990/Desc0The Organization provides survey and research services for non-profit organizations and public agencies
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt050
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02909848
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04987
IRS990/FeesForServicesAccountingGrp/TotalAmt04987
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt010755
IRS990/FeesForServicesLegalGrp/TotalAmt010755
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt053171
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0164517
IRS990/FeesForServicesOtherGrp/TotalAmt0217688
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt015942
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt115489
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt213564
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt38474
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt412566
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt59671
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0SUSAN BRUTSCHY
IRS990/Form990PartVIISectionAGrp/PersonNm1PETER CONNERY
IRS990/Form990PartVIISectionAGrp/PersonNm2LISA NICLAI
IRS990/Form990PartVIISectionAGrp/PersonNm3KIMBERLY L CARPENTER
IRS990/Form990PartVIISectionAGrp/PersonNm4JENNFER ANDERSON-BAHR
IRS990/Form990PartVIISectionAGrp/PersonNm5CHRISTINA BRANOM
IRS990/Form990PartVIISectionAGrp/PersonNm6Jill Ducey
IRS990/Form990PartVIISectionAGrp/PersonNm7Patricia Robinson
IRS990/Form990PartVIISectionAGrp/PersonNm8Bonnie Gutierrez
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0134964
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1134985
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2128463
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3112657
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4101461
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5100631
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1V.Preside/t/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP OF EVALUATION
IRS990/Form990PartVIISectionAGrp/TitleTxt3Project Manager II
IRS990/Form990PartVIISectionAGrp/TitleTxt4project manager
IRS990/Form990PartVIISectionAGrp/TitleTxt5Project Manager II
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER AT LARGE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0300
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0300
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03404248
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt03364
IRS990/InsuranceGrp/ProgramServicesAmt019060
IRS990/InsuranceGrp/TotalAmt022424
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt0291
IRS990/InterestGrp/ProgramServicesAmt01650
IRS990/InterestGrp/TotalAmt01941
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0228544
IRS990/LandBldgEquipBasisNetGrp/BOYAmt034919
IRS990/LandBldgEquipBasisNetGrp/EOYAmt099037
IRS990/LandBldgEquipCostOrOtherBssAmt0327581
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0true
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt020000
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt020000
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Applied 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0447281
IRS990/NetAssetsOrFundBalancesBOYAmt0773905
IRS990/NetAssetsOrFundBalancesEOYAmt0743972
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0773905
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0743972
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt034594
IRS990/OccupancyGrp/ProgramServicesAmt0196030
IRS990/OccupancyGrp/TotalAmt0230624
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01408
IRS990/OfficeExpensesGrp/ProgramServicesAmt07978
IRS990/OfficeExpensesGrp/TotalAmt09386
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt03599
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016645
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt094319
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0110964
IRS990/OtherExpensesGrp/Desc0SURVEYING
IRS990/OtherExpensesGrp/Desc1MAINTENANCE AND REPAIRS
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3INCENTIVES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt017198
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18306
IRS990/OtherExpensesGrp/ProgramServicesAmt0194013
IRS990/OtherExpensesGrp/ProgramServicesAmt197453
IRS990/OtherExpensesGrp/ProgramServicesAmt247069
IRS990/OtherExpensesGrp/ProgramServicesAmt318261
IRS990/OtherExpensesGrp/TotalAmt0194013
IRS990/OtherExpensesGrp/TotalAmt1114651
IRS990/OtherExpensesGrp/TotalAmt255375
IRS990/OtherExpensesGrp/TotalAmt318261
IRS990/OtherLiabilitiesGrp/BOYAmt027037
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0265627
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01505220
IRS990/OtherSalariesAndWagesGrp/TotalAmt01770847
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt027683
IRS990/PayrollTaxesGrp/ProgramServicesAmt0156869
IRS990/PayrollTaxesGrp/TotalAmt0184552
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03528
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt019994
IRS990/PensionPlanContributionsGrp/TotalAmt023522
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0GOVERNMENT CONTRACTS
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM SERVICE FEES-OTH.
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03003910
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1400338
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03003910
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1400338
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01577182
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02500
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01213944
IRS990/PYProgramServiceRevenueAmt01759657
IRS990/PYRevenuesLessExpensesAmt0-329913
IRS990/PYSalariesCompEmpBnftPaidAmt02450308
IRS990/PYTotalExpensesAmt03666752
IRS990/PYTotalRevenueAmt03336839
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-29933
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03404248
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0447281
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01732531
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02122826
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01920478
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01110309
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07333425
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt011098926
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt07333425
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0447281
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01732531
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02122826
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01920478
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01110309
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07333425
IRS990ScheduleA/TotalSupportAmt07333425
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01146
IRS990ScheduleD/EquipmentGrp/DepreciationAmt095188
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt096334
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt088560
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt082509
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0171069
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt09331
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt050847
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt060178
IRS990ScheduleD/TotalBookValueLandBuildingsAmt099037
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount05000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount15000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt03650
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt13500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt011839
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt112442
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt0130000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt1130000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PETER CONNERY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1SUSAN BRUTSCHY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0V.Preside/t/CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0150489
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1150942
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0cash flow loan
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt020000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0PETER CONNERY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0officer
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Peter Connery, Vice President, and Susan Brutschy, President, are married spouses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1990 provided to Peter Connery, Vice President/CFO, for review of accuracy prior to filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board members were required to sign a conflict of interest form for the year. Virtually all jurisdictional 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3During the personnel review process for officers, management and key staff, compensation is reviewed for performance and the marketplace.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4During the personnel review process for officers, management and key staff, compensation is reviewed for performance and the marketplace.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All governing documents, policies, and financial statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,211,253
Liabilities
$467,281
Net assets
$743,972
Revenue
$3,404,248
Expenses
$3,434,181
Net income
-$29,933
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
2020Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits