Civic Intelligence

Professional Convention Management Association

990EZ • Fiscal year 2018 • EIN 94-3174739

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 15, 2019

Organization Profilenortherncalifornia.pcma.org
1442 Edgehill DriveBurlingame, CA 94010

(415) 298-1086

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

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

Liabilities / Revenue

47th percentile

0.00x

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

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

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

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

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

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

Asset Growth

79th percentile

21%

Faster asset growth than 79% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

75%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$90,979

Up $16,002 (+21%) from 2017

Net Assets

Up

$90,979

Up $16,002 (+21%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin69th percentile

Revenue

Up

$147,536

Up $63,366 (+75%) from 2017

Expenses

Up

$132,011

Up $23,638 (+22%) from 2017

Net Income

Up

$15,525

Up $39,728 (+164%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$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: $90,9792018Assets 2019: $121,103Liabilities 2019: $02019

Highlighted filing

2018

Assets$90,979
Liabilities$0
Net Assets$90,979
Open 2018 Filing

Operations Trend

Revenue Growth95th percentile

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

2018

Revenue$147,536
Expenses$132,011
Net Income$15,525
Open 2018 Filing
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 Pay70th 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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,979
Liabilities
$0
Net assets
$90,979
Revenue
$147,536
Expenses
$132,011
Net income
$15,525
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