Civic Intelligence

California Small Business Roundtable

EIN 95-4714693 • 501(c)6 • Pacific Palisades, CA

Profile

Small Business advocacy & education

13878 W Sunset BlvdPacific Palisades, CA 90272
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.05x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.04x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

30th percentile

-11%

Higher net margin than 30% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

85th percentile

$30,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 44.9% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

32nd percentile

-14%

Faster asset growth than 32% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

4.7%

Faster revenue growth than 59% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$45,710

Down $7,687 (-14%) from 2019

Liabilities

Flat

$2,506

Flat from 2019

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue69th percentileNet Margin30th percentile

Revenue

Up

$70,000

Up $3,150 (+4.7%) from 2019

Expenses

Down

$77,687

Down $1,761 (-2.2%) from 2019

Net Income

Up

-$7,687

Up $4,911 (+39%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2011: $71,259Liabilities 2011: $2,5062011Assets 2012: $83,359Liabilities 2012: $2,5062012Assets 2013: $78,670Liabilities 2013: $2,5062013Assets 2014: $74,224Liabilities 2014: $2,5062014Assets 2015: $85,703Liabilities 2015: $2,5062015Assets 2016: $90,184Liabilities 2016: $2,5062016Assets 2017: $86,976Liabilities 2017: $2,5062017Assets 2018: $65,996Liabilities 2018: $2,5062018Assets 2019: $53,397Liabilities 2019: $2,506Net Assets 2019: $50,8912019Assets 2020: $45,710Liabilities 2020: $2,5062020

Highlighted filing

2020

Assets$45,710
Liabilities$2,506
Net Assets-
Open 2020 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $75,432Expenses 2011: $101,113Net Income 2011: -$25,6812011Revenue 2012: $79,952Expenses 2012: $67,853Net Income 2012: $12,0992012Revenue 2013: $113,355Expenses 2013: $118,044Net Income 2013: -$4,6892013Revenue 2014: $72,669Expenses 2014: $79,827Net Income 2014: -$7,1582014Revenue 2015: $70,250Expenses 2015: $58,771Net Income 2015: $11,4792015Revenue 2016: $73,725Expenses 2016: $69,243Net Income 2016: $4,4822016Revenue 2017: $71,475Expenses 2017: $74,684Net Income 2017: -$3,2092017Revenue 2018: $71,801Expenses 2018: $90,281Net Income 2018: -$18,4802018Revenue 2019: $66,850Expenses 2019: $79,448Net Income 2019: -$12,5982019Revenue 2020: $70,000Expenses 2020: $77,687Net Income 2020: -$7,6872020

Highlighted filing

2020

Revenue$70,000
Expenses$77,687
Net Income-$7,687
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$45,710
Liabilities
$2,506
Net assets
-
Revenue
$70,000
Expenses
$77,687
Net income
-$7,687
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Summary only. Only limited summary data is available for this year.$0.46$0.03$0.70$0.78$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.53$0.03$0.51$0.67$0.79$0.13
2018Summary only. Only limited summary data is available for this year.$0.66$0.03$0.72$0.90$0.18
2017Summary only. Only limited summary data is available for this year.$0.87$0.03$0.71$0.75$0.03
2016Summary only. Only limited summary data is available for this year.$0.90$0.03$0.74$0.69$0.04
2015Summary only. Only limited summary data is available for this year.$0.86$0.03$0.70$0.59$0.11
2014Summary only. Only limited summary data is available for this year.$0.74$0.03$0.73$0.80$0.07
2013Summary only. Only limited summary data is available for this year.$0.79$0.03$1.13$1.18$0.05
2012Summary only. Only limited summary data is available for this year.$0.83$0.03$0.80$0.68$0.12
2011Summary only. Only limited summary data is available for this year.$0.71$0.03$0.75$1.01$0.26
Latest Detailed Filing

The latest 2020 filing currently has summary financial data only. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 26, 2020
Return Version
2019v5.1
Gross Receipts
$66,850
Mission and Program Overview

Mission

Small Business advocacy & education

Program Services

DescriptionGrantsExpenses
Conduct seminars, focus groups, small business advisory councils to educate small businesses of new govt regulations, policies and requirements.-$79,449
We intervene at the CA Public Utilities Commission on energy and telecom issues affecting small business.--
We are in contact with 68 small business organizations and over 200K small business owners.--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Betty Jo ToccoliChairPT$30,000-$30,000
Gwen MooreSec-Treasurer-$0--
Jim BalmainDirector-$0--
Jerry BircherDirector-$0--
Margie HandleyDirector-$0--
Filing and Contact Details

Filer

Filer Name
California Small Business Roundtable
EIN
95-4714693
Address
13878 W Sunset Blvd, Pacific Palisades, CA 90272

Signing Officer

Name
Betty Jo Toccoli
Title
Chair
Phone
3104543631
Signed
2020-05-26
Discuss with paid preparer
No

Preparer

Firm
ND Business Solutions
Address
1341 E 17th Street, Idaho Falls, ID 83404
Preparer
Earl H Lavagnino
Phone
8887216327
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountE&O Insurance 1,260Meeting Expenses 23,292”

Description of other assets Part II line 24

“Category Beginning of Year End of YearA/R CSBEF 13,266 13,266SBACs 37,372 37,372Employee Advance 400 400”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearAP Kuabukutues 2,506 2,506”

Raw XML Appendix135 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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ReturnHeader/TaxYr02019

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