Civic Intelligence

Turnaround Management Association Northern California Chapter

990EZ • Fiscal year 2023 • EIN 95-4554235

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 07, 2024

Arch Beam 2500 Camino Diablo 11Walnut Creek, CA 94597

(415) 252-2900

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

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

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

Liabilities / Revenue

46th percentile

0.00x

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

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

Net Margin

72nd percentile

13%

Higher net margin than 72% 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

65th percentile

8.5%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

17th percentile

-19%

Faster revenue growth than 17% of similar nonprofits.

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

Assets

Flat

$141,860

Flat from 2023

Net Assets

$141,860

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2023

Revenue

Flat

$87,193

Flat from 2023

Expenses

Flat

$76,125

Flat from 2023

Net Income

Flat

$11,068

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $39,999Liabilities 2011: $3,8212011Assets 2012: $46,755Liabilities 2012: $02012Assets 2013: $34,449Liabilities 2013: $02013Assets 2014: $45,032Liabilities 2014: $02014Assets 2015: $52,969Liabilities 2015: $02015Assets 2016: $32,244Liabilities 2016: $02016Assets 2017: $39,200Liabilities 2017: $02017Assets 2018: $44,071Liabilities 2018: $02018Assets 2019: $89,658Liabilities 2019: $02019Assets 2020: $106,469Liabilities 2020: $0Net Assets 2020: $106,4692020Assets 2021: $109,460Liabilities 2021: $0Net Assets 2021: $109,4602021Assets 2022: $130,792Liabilities 2022: $0Net Assets 2022: $130,7922022Assets 2023: $141,860Liabilities 2023: $0Net Assets 2023: $141,8602023Assets 2023: $141,860Liabilities 2023: $02023Assets 2025: $141,465Liabilities 2025: $0Net Assets 2025: $141,4652025

Highlighted filing

2023

Assets$141,860
Liabilities$0
Net Assets$141,860

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $57,456Expenses 2011: $67,676Net Income 2011: -$10,2202011Revenue 2012: $69,763Expenses 2012: $59,185Net Income 2012: $10,5782012Revenue 2013: $66,652Expenses 2013: $78,959Net Income 2013: -$12,3072013Revenue 2014: $77,890Expenses 2014: $67,307Net Income 2014: $10,5832014Revenue 2015: $83,479Expenses 2015: $75,542Net Income 2015: $7,9372015Revenue 2016: $66,465Expenses 2016: $87,191Net Income 2016: -$20,7262016Revenue 2017: $69,439Expenses 2017: $64,183Net Income 2017: $5,2562017Revenue 2018: $101,222Expenses 2018: $96,351Net Income 2018: $4,8712018Revenue 2019: $124,377Expenses 2019: $78,790Net Income 2019: $45,5872019Revenue 2020: $70,397Expenses 2020: $53,586Net Income 2020: $16,8112020Revenue 2021: $48,326Expenses 2021: $47,610Net Income 2021: $7162021Revenue 2022: $107,535Expenses 2022: $86,203Net Income 2022: $21,3322022Revenue 2023: $87,193Expenses 2023: $76,125Net Income 2023: $11,0682023Revenue 2023: $87,193Expenses 2023: $76,125Net Income 2023: $11,0682023Revenue 2025: $72,607Expenses 2025: $66,335Net Income 2025: $6,2722025

Highlighted filing

2023

Revenue$87,193
Expenses$76,125
Net Income$11,068
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 7, 2024
Return Version
2022v5.0
Gross Receipts
$87,193
Mission and Program Overview

Mission

The association provides educational opportunities and networking forums to exchange information, ideas, and knowledge about corporate renewal and the turnaround industry.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL PROGRAM$69,835$48,367
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN LABELLAPresidentPT$0--
KIMBERLY LAMTreasurerPT$0--
BRENDA ROSESecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Turnaround Management Association
EIN
95-4554235
Phone
4152522900
Address
ARCH BEAM 2500 CAMINO DIABLO 11, WALNUT CREEK, CA 94597

Signing Officer

Name
John Labella
Title
President
Phone
4152522900
Signed
2024-02-07
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank charges and fees. Amount: 537. Description: dues and subscriptions. Amount: 1,848. Description: event supplies & expenses. Amount: 6,519. Description: insurance. Amount: 1,859. Description: office expense. Amount: 788. Description: venue charges. Amount: 15,557. Description: parking,membership reimbursement,speaker travel. Amount: 3,776. Description: board meetings. Amount: 241. Total to form 990-ez, line 16: 31,125.

Raw XML Appendix101 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KIMBERLY LAM TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum04153983534
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 OYSTER POINT BLVD STE 106
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOSAN FRANCISCO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094080
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0130792
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0141860
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt045950
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt011068
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt045000
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0130792
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0141860
IRS990EZ/GrossReceiptsAmt087193
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt019775
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0130792
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0141860
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0130792
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0141860
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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/PersonNm0JOHN LABELLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIMBERLY LAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRENDA ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt031125
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ASSOCIATION PROVIDES EDUCATIONAL OPPORTUNITIES AND NETWORKING FORUMS TO EXCHANGE INFORMATION, IDEAS, AND KNOWLEDGE ABOUT CORPORATE RENEWAL AND THE TURNAROUND INDUSTRY.
IRS990EZ/ProgramServiceRevenueAmt021468
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt069835
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt048367
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt076125
IRS990EZ/TotalProgramServiceExpensesAmt048367
IRS990EZ/TotalRevenueAmt087193
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://TURNAROUND.ORG/NORTHERNCALIFORNIA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK CHARGES AND FEES. AMOUNT: 537. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 1,848. DESCRIPTION: EVENT SUPPLIES & EXPENSES. AMOUNT: 6,519. DESCRIPTION: INSURANCE. AMOUNT: 1,859. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 788. DESCRIPTION: VENUE CHARGES. AMOUNT: 15,557. DESCRIPTION: PARKING,MEMBERSHIP REIMBURSEMENT,SPEAKER TRAVEL. AMOUNT: 3,776. DESCRIPTION: BOARD MEETINGS. AMOUNT: 241. TOTAL TO FORM 990-EZ, LINE 16: 31,125.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN LABELLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04152522900
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TURNAROUND MANAGEMENT ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NORTHERN CALIFORNIA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0TURN
ReturnHeader/Filer/EIN0954554235
ReturnHeader/Filer/PhoneNum04152522900
ReturnHeader/Filer/USAddress/AddressLine1Txt0ARCH BEAM 2500 CAMINO DIABLO 11
ReturnHeader/Filer/USAddress/CityNm0WALNUT CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094597
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02024-02-07T14:06:15-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LABELLA
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

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.$1.41$0.00$1.41$0.73$0.66$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.87$0.76$0.11
2023Summary only. Only limited summary data is available for this year.$1.42$0.00$0.87$0.76$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$1.08$0.86$0.21
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.48$0.48$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.70$0.54$0.17
2019Summary only. Only limited summary data is available for this year.$0.90$0.00$1.24$0.79$0.46
2018Summary only. Only limited summary data is available for this year.$0.44$0.00$1.01$0.96$0.05
2017Summary only. Only limited summary data is available for this year.$0.39$0.00$0.69$0.64$0.05
2016Summary only. Only limited summary data is available for this year.$0.32$0.00$0.66$0.87$0.21
2015Summary only. Only limited summary data is available for this year.$0.53$0.00$0.83$0.76$0.08
2014Summary only. Only limited summary data is available for this year.$0.45$0.00$0.78$0.67$0.11
2013Summary only. Only limited summary data is available for this year.$0.34$0.00$0.67$0.79$0.12
2012Summary only. Only limited summary data is available for this year.$0.47$0.00$0.70$0.59$0.11
2011Summary only. Only limited summary data is available for this year.$0.40$0.04$0.57$0.68$0.10