Civic Intelligence

Insights Association Southern California Chapter Inc

990EZ • Fiscal year 2023 • EIN 95-3613244

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 05, 2024

Organization ProfileN/A
5737 Kanan Rd 721Agoura Hills, CA 91301

(714) 745-8152

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

6th percentile

-60%

Higher net margin than 6% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

22nd percentile

-16%

Faster asset growth than 22% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-66%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$74,767

Down $14,339 (-16%) from 2022

Net Assets

Down

$74,767

Down $14,339 (-16%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$24,089

Down $47,579 (-66%) from 2022

Expenses

Up

$38,428

Up $10,876 (+39%) from 2022

Net Income

Down

-$14,339

Down $58,455 (-133%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$100K$50K$0Assets 2013: $7,843Liabilities 2013: $0Net Assets 2013: $7,8432013Assets 2018: $26,236Liabilities 2018: $0Net Assets 2018: $26,2362018Assets 2019: $41,960Liabilities 2019: $0Net Assets 2019: $41,9602019Assets 2020: $41,048Liabilities 2020: $0Net Assets 2020: $41,0482020Assets 2021: $44,990Liabilities 2021: $0Net Assets 2021: $44,9902021Assets 2022: $89,106Liabilities 2022: $0Net Assets 2022: $89,1062022Assets 2023: $74,767Net Assets 2023: $74,7672023Assets 2024: $80,160Net Assets 2024: $80,1602024

Highlighted filing

2023

Assets$74,767
Liabilities-
Net Assets$74,767
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

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

$100K$50K$0-$50KRevenue 2013: $33,938Expenses 2013: $43,737Net Income 2013: -$9,7992013Revenue 2018: $24,794Expenses 2018: $14,216Net Income 2018: $10,5782018Revenue 2019: $35,422Expenses 2019: $19,698Net Income 2019: $15,7242019Revenue 2020: $14,895Expenses 2020: $15,807Net Income 2020: -$9122020Revenue 2021: $6,244Expenses 2021: $1,202Net Income 2021: $5,0422021Revenue 2022: $71,668Expenses 2022: $27,552Net Income 2022: $44,1162022Revenue 2023: $24,089Expenses 2023: $38,428Net Income 2023: -$14,3392023Revenue 2024: $29,706Expenses 2024: $24,313Net Income 2024: $5,3932024

Highlighted filing

2023

Revenue$24,089
Expenses$38,428
Net Income-$14,339
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$24,089
Mission and Program Overview

Mission

Insights Association helps its members create competitive advantage. All our revenue is invested in quality standards, legal and business advocacy, education, certification and direct support to enable our members to thrive in an evolving industry and drive business impact.

Program Services

DescriptionGrantsExpenses
All revenue from Insights Association is invested in quality standards, legal and business advocacy, education, certification and direct support to enable members to thrive in an evolving industry and drive business impact.--
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROB KAISERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Insights Association
EIN
95-3613244
Phone
7147458152
Address
5737 KANAN RD 721, AGOURA HILLS, CA 91301

Signing Officer

Name
Rob Kaiser
Title
Treasurer
Signed
2024-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Citrine CPAS & Advisors LLP
Address
5737 Kanan Rd Suite 721, Agoura Hills, CA 91301
Preparer
Daniel Kantor
Phone
4242592119
Supplemental Narrative

Additional Explanations

Other Revenue.1

“SALES $12473”

Other Expenses.1001

“Advertising and Promotion $112”

Other Expenses.1002

“Office Expenses $469”

Other Expenses.1

“EVENT EXPENSES $35917”

Other Expenses.2

“purchases $175”

Other Assets.1005

“Accounts Receivable - Beginning $2360 Accounts Receivable - Ending $2360”

Raw XML Appendix108 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0ROB KAISER
IRS990EZ/BooksInCareOfDetail/PhoneNum07205511733
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05737 KANAN RD STE 721
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AGOURA HILLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091301
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086746
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt072407
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04500
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14339
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01755
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt089106
IRS990EZ/Form990TotalAssetsGrp/EOYAmt074767
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt024089
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0181
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NameChangeInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt089106
IRS990EZ/NetAssetsOrFundBalancesEOYAmt074767
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt089106
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt074767
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROB KAISER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02360
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02360
IRS990EZ/OtherExpensesTotalAmt036673
IRS990EZ/OtherRevenueTotalAmt012473
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Insights Association helps its members create competitive advantage. All our revenue is invested in quality standards, legal and business advocacy, education, certification and direct support to enable our members to thrive in an evolving industry and drive business impact.
IRS990EZ/ProgramServiceRevenueAmt06935
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0All revenue from Insights Association is invested in quality standards, legal and business advocacy, education, certification and direct support to enable members to thrive in an evolving industry and drive business impact.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt038428
IRS990EZ/TotalRevenueAmt024089
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SALES $12473
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $469
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EVENT EXPENSES $35917
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4purchases $175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Receivable - Beginning $2360 Accounts Receivable - Ending $2360
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1005
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROB KAISER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSIGHTS ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WEST CHAPTER INC
ReturnHeader/Filer/BusinessNameControlTxt0INSI
ReturnHeader/Filer/EIN0953613244
ReturnHeader/Filer/PhoneNum07147458152
ReturnHeader/Filer/USAddress/AddressLine1Txt05737 KANAN RD 721
ReturnHeader/Filer/USAddress/CityNm0AGOURA HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091301
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0933651563
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Citrine CPAS & Advisors LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05737 Kanan Rd Suite 721
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Agoura Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091301
ReturnHeader/PreparerPersonGrp/PhoneNum04242592119
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel Kantor
ReturnHeader/ReturnTs02024-11-05T12:06:57-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,767
Liabilities
-
Net assets
$74,767
Revenue
$24,089
Expenses
$38,428
Net income
-$14,339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$80.2$80.2$29.7$24.3$5.39
2023Detailed filing. Detailed filing data is available for this year.$74.8$74.8$24.1$38.4$14.3
2022Detailed filing. Detailed filing data is available for this year.$89.1$0.00$89.1$71.7$27.6$44.1
2021Detailed filing. Detailed filing data is available for this year.$45.0$0.00$45.0$6.24$1.20$5.04
2020Detailed filing. Detailed filing data is available for this year.$41.0$0.00$41.0$14.9$15.8$0.91
2019Detailed filing. Detailed filing data is available for this year.$42.0$0.00$42.0$35.4$19.7$15.7
2018Summary only. Only limited summary data is available for this year.$26.2$0.00$26.2$24.8$14.2$10.6
2013Summary only. Only limited summary data is available for this year.$7.84$0.00$7.84$33.9$43.7$9.80