Civic Intelligence

San Bernardino County Bar Association

990 • Fiscal year 2014 • EIN 95-2654762

Nov 01, 2013 to Oct 31, 2014 • Filed on Jan 22, 2015

555 N Arrowhead Avenue92401

(909) 885-1986

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.24x

Higher debt load relative to assets than 82% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

91st percentile

0.34x

Higher debt load relative to revenue than 91% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

45th percentile

1.2%

Higher net margin than 45% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

39th percentile

-2.0%

Faster asset growth than 39% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

42nd percentile

-1.6%

Faster revenue growth than 42% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2014

Assets

Down

$437,601

Down $8,879 (-2.0%) from 2013

Net Assets

Up

$334,404

Up $3,637 (+1.1%) from 2013

Liabilities

Down

$103,197

Down $12,516 (-11%) from 2013

Revenue

$307,395

No earlier filing loaded for comparison.

Expenses

Down

$303,758

Down $12,205 (-3.9%) from 2013

Net Income

$3,637

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $440,687Liabilities 2011: $111,040Net Assets 2011: $329,6472011Assets 2012: $455,541Liabilities 2012: $101,556Net Assets 2012: $353,9852012Assets 2013: $446,480Liabilities 2013: $115,713Net Assets 2013: $330,7672013Assets 2014: $437,601Liabilities 2014: $103,197Net Assets 2014: $334,4042014Assets 2015: $444,551Liabilities 2015: $95,237Net Assets 2015: $349,3142015Assets 2016: $433,586Liabilities 2016: $88,940Net Assets 2016: $344,6462016Assets 2017: $449,102Liabilities 2017: $6,619Net Assets 2017: $442,4832017Assets 2018: $494,505Liabilities 2018: $3,303Net Assets 2018: $491,2022018Assets 2019: $566,841Liabilities 2019: $1,441Net Assets 2019: $565,4002019Assets 2020: $518,261Liabilities 2020: $2,299Net Assets 2020: $515,9622020Assets 2021: $626,281Liabilities 2021: $2,205Net Assets 2021: $624,0762021Assets 2022: $665,804Liabilities 2022: $18,488Net Assets 2022: $647,3162022Assets 2023: $596,252Liabilities 2023: $14,271Net Assets 2023: $581,9812023Assets 2024: $579,362Liabilities 2024: $3,968Net Assets 2024: $575,3942024Assets 2025: $749,835Liabilities 2025: $16,082Net Assets 2025: $733,7532025

Highlighted filing

2014

Assets$437,601
Liabilities$103,197
Net Assets$334,404

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $322,209Expenses 2011: $306,842Net Income 2011: $15,3672011Expenses 2012: $324,8382012Expenses 2013: $315,9632013Revenue 2014: $307,395Expenses 2014: $303,758Net Income 2014: $3,6372014Revenue 2015: $317,849Expenses 2015: $302,939Net Income 2015: $14,9102015Revenue 2016: $303,855Expenses 2016: $308,523Net Income 2016: -$4,6682016Revenue 2017: $443,876Expenses 2017: $346,039Net Income 2017: $97,8372017Revenue 2018: $423,763Expenses 2018: $375,044Net Income 2018: $48,7192018Revenue 2019: $432,319Expenses 2019: $358,121Net Income 2019: $74,1982019Revenue 2020: $238,638Expenses 2020: $287,638Net Income 2020: -$49,0002020Revenue 2021: $385,292Expenses 2021: $277,178Net Income 2021: $108,1142021Revenue 2022: $377,995Expenses 2022: $354,755Net Income 2022: $23,2402022Revenue 2023: $251,429Expenses 2023: $316,764Net Income 2023: -$65,3352023Revenue 2024: $354,180Expenses 2024: $360,804Net Income 2024: -$6,6242024Revenue 2025: $530,269Expenses 2025: $364,165Net Income 2025: $166,1042025

Highlighted filing

2014

Revenue$307,395
Expenses$303,758
Net Income$3,637
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Jan 22, 2015
Return Version
2013v4.0
Gross Receipts
$307,395
Mission and Program Overview

Mission

The organization primarily provides attorney referrals to individuals seeking quality legal advice, facilitates academix discusssion and continuing legal education, and provides awards and recognition.

The organization provides attorney referrals, education, and recognition.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$330,767$334,404▲ $3,637
Savings and Temporary Cash Investments$238,342$229,409▼ $8,933
Land, Buildings, and Equipment, Net$190,429$184,340▼ $6,089
Cash and Non-Interest-Bearing Accounts$14,474$20,967▲ $6,493
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$446,480$437,601▼ $8,879
Other Assets Total$3,235$2,885▼ $350
Liabilities
Mortgage Notes Payable Secured by Investment Property$112,672$102,808▼ $9,864
Other Liabilities$3,041$389▼ $2,652
Total Liabilities$115,713$103,197▼ $12,516
Net Assets / Fund Balance
Total Net Assets Fund Balance$330,767$334,404▲ $3,637
Total Liabilities and Net Assets / Fund Balance$446,480$437,601▼ $8,879

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$114,662$107,539$222,201
Land$67,728-$67,728
Other Land Buildings$1,950$47,580$49,530
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Claire E FurnessExecutive DirectorFT$39,213$5,019$44,232

Board Members and Trustees

NameTitle
Kevin B BevinsImmediate Past President
John R ZitnyPresident
John OsbornPresident-elect
Bradley R WhiteVice President
Barbara a KeoughDirector
Eugene KimDirector
Hon Diane AndersonDirector
John W ShortDirector
Joseph FitzgeraldDirector
Kerrie C JusticeDirector
Sandy L TurnerDirector
Victor J HerreraSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$79,710
Program Service Revenue
$213,290
Investment Income
$1,121
Other Revenue
$13,274
All Other Contributions
$200
Change in Net Assets
$3,637
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$160,678
Other Expenses$143,080
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$131,160
Conferences and Meetings---$37,500
Office Expenses---$30,813
Other Employee Benefits---$15,474
Payroll Taxes---$14,044
Occupancy---$13,722
Fees for Services Other---$8,266
Advertising---$6,717
Depreciation Depletion---$6,439
Fees for Services Accounting---$3,950
All Other Expenses---$2,976
Insurance---$2,495
Other Expenses---$2,317
Information Technology---$879
Total Functional Expenses$0$0$0$303,758
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$493
Gaming Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$334
Payroll Liabilities$55
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
Yes
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, Part VI, Section B, Line 11

Governing body will review before filing.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements available upon request.

Filing and Contact Details

Filer

EIN
95-2654762
Phone
9098851986

Signing Officer

Name
John R Zitney
Title
President
Phone
9098886791
Signed
2015-01-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John R Zitney
Formed
1875
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
5
Volunteers
0

Preparer

Preparer
Kenneth N Goddard Iii
Phone
9097982222
Raw XML Appendix388 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/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01266
IRS990/PYOtherExpensesAmt0148788
IRS990/PYOtherRevenueAmt011391
IRS990/PYProgramServiceRevenueAmt0190598
IRS990/PYRevenuesLessExpensesAmt0-23218
IRS990/PYSalariesCompEmpBnftPaidAmt0167175
IRS990/PYTotalExpensesAmt0315963
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0292745
IRS990/ReconcilationRevenueExpnssAmt03637
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0330767
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0334404
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0238342
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0229409
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0114662
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0107539
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0222201
IRS990ScheduleD/LandGrp/BookValueAmt067728
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt067728
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01950
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt047580
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt049530
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt055
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1334
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CREDIT CARD PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0184340
IRS990ScheduleD/TotalLiabilityAmt0389
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GOVERNING BODY WILL REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0446480
IRS990/TotalAssetsEOYAmt0437601
IRS990/TotalAssetsGrp/BOYAmt0446480
IRS990/TotalAssetsGrp/EOYAmt0437601
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt079710
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/TotalAmt0303758
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0115713
IRS990/TotalLiabilitiesEOYAmt0103197
IRS990/TotalLiabilitiesGrp/BOYAmt0115713
IRS990/TotalLiabilitiesGrp/EOYAmt0103197
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0330767
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0334404
IRS990/TotalOtherCompensationAmt05019
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0135
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0135
IRS990/TotalProgramServiceRevenueAmt0213290
IRS990/TotalReportableCompFromOrgAmt039213
IRS990/TotalRevenueGrp/ExclusionAmt014395
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0213290
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0307395
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0446480
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0437601
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10555 N ARROWHEAD AVENUE
IRS990/USAddress/City0SAN BERNARDINO
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode092401
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0HTTP://SBCBA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN R ZITNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09098886791
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10SAN BERNARDINO COUNTY BAR ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SANB
ReturnHeader/Filer/EIN0952654762
ReturnHeader/Filer/PhoneNum09098851986
ReturnHeader/Filer/USAddress/AddressLine10555 N ARROWHEAD AVENUE
ReturnHeader/Filer/USAddress/City0SAN BERNARDINO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770549163
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SOREN MCADAM CHRISTENSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102068 ORANGE TREE LANE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0REDLANDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092374
ReturnHeader/PreparerPersonGrp/PhoneNum09097982222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH N GODDARD III
ReturnHeader/ReturnTs02015-02-12T18:49:33-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-11-01
ReturnHeader/TaxPeriodEndDt02014-10-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.50$0.16$7.34$5.30$3.64$1.66
2024Detailed filing. Detailed filing data is available for this year.$5.79$0.04$5.75$3.54$3.61$0.07
2023Detailed filing. Detailed filing data is available for this year.$5.96$0.14$5.82$2.51$3.17$0.65
2022Detailed filing. Detailed filing data is available for this year.$6.66$0.18$6.47$3.78$3.55$0.23
2021Detailed filing. Detailed filing data is available for this year.$6.26$0.02$6.24$3.85$2.77$1.08
2020Detailed filing. Detailed filing data is available for this year.$5.18$0.02$5.16$2.39$2.88$0.49
2019Summary only. Only limited summary data is available for this year.$5.67$0.01$5.65$4.32$3.58$0.74
2018Summary only. Only limited summary data is available for this year.$4.95$0.03$4.91$4.24$3.75$0.49
2017Detailed filing. Detailed filing data is available for this year.$4.49$0.07$4.42$4.44$3.46$0.98
2016Detailed filing. Detailed filing data is available for this year.$4.34$0.89$3.45$3.04$3.09$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.45$0.95$3.49$3.18$3.03$0.15
2014Detailed filing. Detailed filing data is available for this year.$4.38$1.03$3.34$3.07$3.04$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.46$1.16$3.31$3.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.56$1.02$3.54$3.25
2011Summary only. Only limited summary data is available for this year.$4.41$1.11$3.30$3.22$3.07$0.15