Civic Intelligence

Pasadena Bar Association

990 • Fiscal year 2016 • EIN 95-2543666

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 02, 2017

301 E Colorado Blvd 524Pasadena, CA 91101

(626) 793-1422

Siviq Scores

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

Liabilities / Assets

48th percentile

0.00x

Higher debt load relative to assets than 48% of similar nonprofits.

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

Liabilities / Revenue

48th percentile

0.00x

Higher debt load relative to revenue than 48% of similar nonprofits.

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

Net Margin

24th percentile

-8.3%

Higher net margin than 24% of similar nonprofits.

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

Top Officer Pay

80th percentile

$35,400

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 19.0% of source-year revenue.

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

Asset Growth

32nd percentile

-6.2%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

19th percentile

-17%

Faster revenue growth than 19% of similar nonprofits.

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

Assets

Down

$229,902

Down $15,269 (-6.2%) from 2015

Net Assets

Down

$229,658

Down $15,428 (-6.3%) from 2015

Liabilities

Up

$244

Up $159 (+187%) from 2015

Revenue

Down

$186,325

Down $37,934 (-17%) from 2015

Expenses

Down

$201,753

Down $2,338 (-1.1%) from 2015

Net Income

Down

-$15,428

Down $35,596 (-176%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $44,643Liabilities 2010: $02010Assets 2011: $83,475Liabilities 2011: $0Net Assets 2011: $83,4752011Assets 2012: $159,097Liabilities 2012: $0Net Assets 2012: $159,0972012Assets 2013: $185,057Liabilities 2013: $0Net Assets 2013: $185,0572013Assets 2014: $224,918Liabilities 2014: $0Net Assets 2014: $224,9182014Assets 2015: $245,171Liabilities 2015: $85Net Assets 2015: $245,0862015Assets 2016: $229,902Liabilities 2016: $244Net Assets 2016: $229,6582016Assets 2017: $197,840Liabilities 2017: $0Net Assets 2017: $197,8402017Assets 2018: $200,814Liabilities 2018: $657Net Assets 2018: $200,1572018Assets 2019: $194,851Liabilities 2019: $0Net Assets 2019: $194,8512019Assets 2020: $206,285Liabilities 2020: $8,682Net Assets 2020: $197,6032020Assets 2021: $210,113Liabilities 2021: $0Net Assets 2021: $210,1132021Assets 2022: $201,187Liabilities 2022: $0Net Assets 2022: $201,1872022Assets 2023: $192,873Liabilities 2023: $0Net Assets 2023: $192,8732023Assets 2024: $185,122Liabilities 2024: $36Net Assets 2024: $185,0862024

Highlighted filing

2016

Assets$229,902
Liabilities$244
Net Assets$229,658

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2010: $192,912Expenses 2010: $166,528Net Income 2010: $26,3842010Revenue 2011: $275,751Expenses 2011: $236,919Net Income 2011: $38,8322011Revenue 2012: $310,202Expenses 2012: $234,580Net Income 2012: $75,6222012Revenue 2013: $279,571Expenses 2013: $253,611Net Income 2013: $25,9602013Revenue 2014: $246,260Expenses 2014: $206,400Net Income 2014: $39,8602014Revenue 2015: $224,259Expenses 2015: $204,091Net Income 2015: $20,1682015Revenue 2016: $186,325Expenses 2016: $201,753Net Income 2016: -$15,4282016Revenue 2017: $174,927Expenses 2017: $206,745Net Income 2017: -$31,8182017Revenue 2018: $165,606Expenses 2018: $163,289Net Income 2018: $2,3172018Revenue 2019: $145,597Expenses 2019: $150,903Net Income 2019: -$5,3062019Revenue 2020: $93,775Expenses 2020: $91,023Net Income 2020: $2,7522020Revenue 2021: $95,912Expenses 2021: $83,402Net Income 2021: $12,5102021Revenue 2022: $82,112Expenses 2022: $91,038Net Income 2022: -$8,9262022Revenue 2023: $96,984Expenses 2023: $105,298Net Income 2023: -$8,3142023Revenue 2024: $115,645Expenses 2024: $123,432Net Income 2024: -$7,7872024

Highlighted filing

2016

Revenue$186,325
Expenses$201,753
Net Income-$15,428
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 2, 2017
Return Version
2016v3.0
Gross Receipts
$186,325
Mission and Program Overview

Mission

Primary exempt purpose - to contribute to public welfare through legal expertise; aid in the administration of justice and assist in the improvement of the legal profession.

General & educational meetings for members and interest non-members. General meetings highlight areas of law and how they relate to the professional. Monthly bar communications of upcoming events, announcements concerning the profession, and educational

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$63,203$97,261▲ $34,058
Investments in Publicly Traded Securities$74,056$96,805▲ $22,749
Land, Buildings, and Equipment, Net$28,270$22,369▼ $5,901
Cash and Non-Interest-Bearing Accounts$79,642$13,467▼ $66,175
Total Assets$245,171$229,902▼ $15,269
Liabilities
Accounts Payable and Accrued Expenses$85$244▲ $159
Total Liabilities$85$244▲ $159
Net Assets / Fund Balance
Unrestricted Net Assets$245,086$229,658▼ $15,428
Total Net Assets Fund Balance$245,086$229,658▼ $15,428
Total Liabilities and Net Assets / Fund Balance$245,171$229,902▼ $15,269

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$22,369$18,941$41,310
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Michelle PaniaguaExec. DirectPT$35,400$35,400

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$46,361
Program Service Revenue
$137,222
Investment Income
$2,742
Other Revenue
$0
All Other Contributions
$208
Change in Net Assets
$-15,428
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$153,319
Salaries, Compensation, and Employee Benefits$38,434
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$96,283
Current Officers, Directors, Trustees, and Key Employees---$35,400
Occupancy---$14,754
Grants to Domestic Individuals---$8,750
Depreciation Depletion---$5,901
Office Expenses---$3,887
Other Expenses---$3,821
Payroll Taxes---$3,034
Insurance---$2,766
All Other Expenses---$2,485
Advertising---$1,632
Grants to Domestic Orgs---$1,250
Fees for Services Accounting---$500
Total Functional Expenses$0$0$0$201,753
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
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

A designated board member reviews the return prior to filing.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Pasadena Bar Association
EIN
95-2543666
Phone
6267931422
Address
301 E COLORADO BLVD 524, PASADENA, CA 91101

Signing Officer

Name
Karl Swaidan
Title
President Elect
Phone
6267931422
Signed
2017-11-02

Organization Details

Principal Officer
Karl Swaidan
Formed
1917
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
1

Preparer

Firm
Lucas Horsfall Murphy & Pindroh Llp
Address
100 E CORSON ST STE 200, PASADENA, CA 91103-3841
Preparer
Ariel E Drachenberg
Phone
6267445100
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Various other program services that are provided by the pasadena bar association.

Raw XML Appendix390 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.

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IRS990/ProgSrvcAccomActy3Grp/Desc0THE LABOR & EMPLOYMENT SECTION OF THE PASADENA BAR ASSOCIATION MEETS ONCE A MONTH TO PROVIDE MANDATORY CONTINUING LEGAL EDUCATION FOR ATTORNEYS THAT PRACTICE IN THE LABOR & EMPLOYMENT AREA. SPEAKERS ARE WELL KNOWN JUDGES AND ATTORNEYS WHO PRACTICE IN THAT FIELD. THE MEETINGS ARE WELL ATTENDED AND ALSO PROVIDE THE OPPORTUNITY TO NETWORK.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt038184
IRS990/ProgSrvcAccomActyOtherGrp/Desc0VARIOUS OTHER PROGRAM SERVICES THAT ARE PROVIDED BY THE PASADENA BAR ASSOCIATION.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt077006
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt010000
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0137222
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt046075
IRS990/PYGrantsAndSimilarPaidAmt01000
IRS990/PYInvestmentIncomeAmt01275
IRS990/PYOtherExpensesAmt0167982
IRS990/PYProgramServiceRevenueAmt0176909
IRS990/PYRevenuesLessExpensesAmt020168
IRS990/PYSalariesCompEmpBnftPaidAmt035109
IRS990/PYTotalExpensesAmt0204091
IRS990/PYTotalRevenueAmt0224259
IRS990/ReconcilationRevenueExpnssAmt0-15428
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt063203
IRS990/SavingsAndTempCashInvstGrp/EOYAmt097261
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt022369
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt018941
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt041310
IRS990ScheduleD/TotalBookValueLandBuildingsAmt022369
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt08750
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE PASADENA BAR ASSOCIATION (PBA) ACCEPTS STUDENT APPLICATIONS FOR ANNUAL SPEECH SCHOLARSHIP CONTESTS. THE PURPOSE OF THE CONTEST IS TO PROMOTE SPEECH AND DEBATE, AND TO MOTIVATE STUDENTS TO KEEP PUSHING TOWARD ACHIEVING THEIR EDUCATION GOALS. CONTESTANTS ARE EXPECTED TO GIVE A SPEECH OF THEIR CHOICE ON THREE TOPICS THAT THE PBA PROVIDES. AFTER THREE PRELIMINARY ROUNDS THREE STUDENTS WILL MOVE ON TO THE FINAL ROUND. FROM THE FINAL ROUND TWO FINALISTS WILL HAVE THEIR SPEECHES JUDGED BY APPROXIMATELY 150 LAWYERS AND DIGNITARIES. SPEAKERS ARE JUDGED BY A VARIETY OF FACTORS INCLUDING, BUT NOT LIMITED TO DELIVERY, CREATIVITY, AND MASTERY OF THE TOPIC. SCHOLARSHIP & AWARDS FOR 2016 INDIVIDUAL COMPETITORS: 1ST PLACE 5,000 2ND PLACE 2,500 3RD PLACE 1,000 4TH PLACE 250
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VARIOUS OTHER PROGRAM SERVICES THAT ARE PROVIDED BY THE PASADENA BAR ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DESIGNATED BOARD MEMBER REVIEWS THE RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0245171
IRS990/TotalAssetsEOYAmt0229902
IRS990/TotalAssetsGrp/BOYAmt0245171
IRS990/TotalAssetsGrp/EOYAmt0229902
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt046361
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0201753
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt085
IRS990/TotalLiabilitiesEOYAmt0244
IRS990/TotalLiabilitiesGrp/BOYAmt085
IRS990/TotalLiabilitiesGrp/EOYAmt0244
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0245086
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0229658
IRS990/TotalOtherProgSrvcExpenseAmt077006
IRS990/TotalOtherProgSrvcGrantAmt010000
IRS990/TotalOtherProgSrvcRevenueAmt0137222
IRS990/TotalProgramServiceExpensesAmt0173289
IRS990/TotalProgramServiceRevenueAmt0137222
IRS990/TotalReportableCompFromOrgAmt035400
IRS990/TotalRevenueGrp/ExclusionAmt02742
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0137222
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0186325
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0245171
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0229902
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0245086
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0229658
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0310 E COLORADO BLVD 524
IRS990/USAddress/CityNm0PASADENA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091101
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.PASADENABAR.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KARL SWAIDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum06267931422
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PASADENA BAR ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PASA
ReturnHeader/Filer/EIN0952543666
ReturnHeader/Filer/PhoneNum06267931422
ReturnHeader/Filer/USAddress/AddressLine1Txt0301 E COLORADO BLVD 524
ReturnHeader/Filer/USAddress/CityNm0PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091101
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CCCA9011C19B24D830D07A6325CD33DBF1792E80
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0233E7250E68807E0854DDE26091028BB939AC228
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954659692
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUCAS HORSFALL MURPHY & PINDROH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 E CORSON ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PASADENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0911033841
ReturnHeader/PreparerPersonGrp/PhoneNum06267445100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARIEL E DRACHENBERG
ReturnHeader/ReturnTs02017-11-10T15:20:34-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.00$1.85$1.16$1.23$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$0.97$1.05$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.00$2.01$0.82$0.91$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.00$2.10$0.96$0.83$0.13
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.09$1.98$0.94$0.91$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.00$1.95$1.46$1.51$0.05
2018Summary only. Only limited summary data is available for this year.$2.01$0.01$2.00$1.66$1.63$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$1.75$2.07$0.32
2016Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$1.86$2.02$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$2.24$2.04$0.20
2014Summary only. Only limited summary data is available for this year.$2.25$0.00$2.25$2.46$2.06$0.40
2013Summary only. Only limited summary data is available for this year.$1.85$0.00$1.85$2.80$2.54$0.26
2012Summary only. Only limited summary data is available for this year.$1.59$0.00$1.59$3.10$2.35$0.76
2011Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$2.76$2.37$0.39
2010Summary only. Only limited summary data is available for this year.$0.45$0.00$1.93$1.67$0.26