Civic Intelligence

Northern California Chapter of the Professional Convention Management Assoc

EIN 94-3174739 • 501(c)6 • Burlingame, CA

Profile

Education and Networking in the Meetings industry

1442 Edgehill DriveBurlingame, CA 94010

northerncalifornia.pcma.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

90th percentile

32%

Higher net margin than 90% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

87th percentile

33%

Faster asset growth than 87% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-37%

Faster revenue growth than 16% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$121,103

Up $30,124 (+33%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue51st percentileNet Margin90th percentile

Revenue

Down

$93,182

Down $54,354 (-37%) from 2018

Expenses

Down

$63,058

Down $68,953 (-52%) from 2018

Net Income

Up

$30,124

Up $14,599 (+94%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

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

$150K$100K$50K$0Assets 2015: $72,810Liabilities 2015: $02015Assets 2016: $99,180Net Assets 2016: $99,1802016Assets 2017: $74,977Net Assets 2017: $74,9772017Assets 2018: $90,979Liabilities 2018: $0Net Assets 2018: $90,5022018Assets 2019: $121,103Liabilities 2019: $02019

Highlighted filing

2019

Assets$121,103
Liabilities$0
Net Assets-
Open 2019 Filing

Operations Trend

Revenue Growth16th percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $46,584Expenses 2015: $16,810Net Income 2015: $29,7742015Revenue 2016: $100,208Expenses 2016: $71,710Net Income 2016: $28,4982016Revenue 2017: $84,170Expenses 2017: $108,373Net Income 2017: -$24,2032017Revenue 2018: $147,536Expenses 2018: $132,011Net Income 2018: $15,5252018Revenue 2019: $93,182Expenses 2019: $63,058Net Income 2019: $30,1242019

Highlighted filing

2019

Revenue$93,182
Expenses$63,058
Net Income$30,124
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$121,103
Liabilities
$0
Net assets
-
Revenue
$93,182
Expenses
$63,058
Net income
$30,124
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Summary only. Only limited summary data is available for this year.$1.21$0.00$0.93$0.63$0.30
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$1.48$1.32$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.84$1.08$0.24
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.99$1.00$0.72$0.28
2015Summary only. Only limited summary data is available for this year.$0.73$0.00$0.47$0.17$0.30
Latest Detailed Filing

The latest 2019 filing currently has summary financial data only. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 15, 2019
Return Version
2018v3.1
Gross Receipts
$147,536
Mission and Program Overview

Mission

Provide high quality educational programs for our members to receive Continuing Education Units (CEUs) for credential re-certifications for multiple meeting planner designations (i.e. CMP, CMM, H-CMP, etc). We also provide annual scholarships to assist members to attend the two national conference to earn up to 24 CEUs in a week.

Education and Networking in the Meetings industry

Program Services

DescriptionGrantsExpenses
Bay Area Meetings Industry Excellence Awards-$63,603
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELISA SANDOVALPresidentPT$0--
JAMES K THRELKELDTreasurerPT$0--
ELAINE ROTHENHAUSPresidentelectPT$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
Northern California Chapter Of The Professional Convention Management Assoc
EIN
94-3174739
In Care Of
% James Threlkeld
Phone
4152981086
Address
1442 Edgehill Drive, Burlingame, CA 94010

Signing Officer

Name
James Threlkeld
Title
Treasurer
Phone
4153421907
Signed
2019-04-15
Supplemental Narrative

Additional Explanations

Part I Line 16

“Other office expenses $479.00”

Part I Line 16

“Travel $4564.00”

Part I Line 16

“Conferences, conventions, and meetings $2105.00”

Part I Line 16

“F&B $83253.00”

Part I Line 16

“Audio Visual and Decor $7444.00”

Part I Line 16

“Speakers $2244.00”

Part I Line 16

“Board retreat $3575.00”

Raw XML Appendix133 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0ELISA SANDOVAL
CompensationExplanation/CompensationExplanationGrp/PersonNm1JAMES K THRELKELD
CompensationExplanation/CompensationExplanationGrp/PersonNm2ELAINE ROTHENHAUS
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Volunteer
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1Volunteer
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2Volunteer
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES THRELKELD
IRS990EZ/BooksInCareOfDetail/PhoneNum04153421907
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0816 Almaden Ct
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Livermore
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094551
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074977
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt090979
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt026561
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015525
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt013134
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt074977
IRS990EZ/Form990TotalAssetsGrp/EOYAmt090979
IRS990EZ/GrossReceiptsAmt0147536
IRS990EZ/GroupExemptionNum03573
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03938
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074977
IRS990EZ/NetAssetsOrFundBalancesEOYAmt090502
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074977
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt090979
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELISA SANDOVAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES K THRELKELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELAINE ROTHENHAUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Presidentelect
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0118300
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0Education and Networking in the Meetings industry
IRS990EZ/PrintingPublicationsPostageAmt0577
IRS990EZ/ProgramServiceRevenueAmt0117029
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Bay Area Meetings Industry Excellence Awards
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt063603
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0132011
IRS990EZ/TotalProgramServiceExpensesAmt063603
IRS990EZ/TotalRevenueAmt0147536
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://northerncalifornia.pcma.org
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other office expenses $479.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $4564.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, conventions, and meetings $2105.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3F&B $83253.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Audio Visual and Decor $7444.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Speakers $2244.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Board retreat $3575.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part I Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES THRELKELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04153421907
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Northern California Chapter Of The Professional Convention Management Assoc
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PCMANCC
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0943174739
ReturnHeader/Filer/InCareOfNm0% James Threlkeld
ReturnHeader/Filer/PhoneNum04152981086
ReturnHeader/Filer/USAddress/AddressLine1Txt01442 Edgehill Drive
ReturnHeader/Filer/USAddress/CityNm0Burlingame
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094010
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId055BC1276D939CEE655DECEFC96ED37B2434E6119
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04B775A4242AE8279606AA64D655857DD7E504CAE
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId021010520191051830446
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-04-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0O
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.87.233.180
ReturnHeader/ReturnTs02019-04-15T15:28:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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