Civic Intelligence

Structural Engineers Association of Southern California

990 • Fiscal year 2023 • EIN 95-6060480

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 19, 2023

10945 Burbank BlvdNorth Hollywood, CA 91601

(818) 570-3408

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$725,095

Flat from 2023

Net Assets

Flat

$589,445

Flat from 2023

Liabilities

Flat

$135,650

Flat from 2023

Revenue And Expenses

Revenue

Flat

$376,676

Flat from 2023

Expenses

Flat

$289,576

Flat from 2023

Net Income

Flat

$87,100

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2012: $105,546Liabilities 2012: $211Net Assets 2012: $105,3352012Assets 2013: $212,897Liabilities 2013: $230Net Assets 2013: $212,6672013Assets 2014: $291,957Liabilities 2014: $198Net Assets 2014: $291,7592014Assets 2015: $340,048Liabilities 2015: $7Net Assets 2015: $340,0412015Assets 2016: $356,193Liabilities 2016: $6,946Net Assets 2016: $349,2472016Assets 2017: $576,357Liabilities 2017: $155,698Net Assets 2017: $420,6592017Assets 2018: $565,084Liabilities 2018: $91,291Net Assets 2018: $473,7932018Assets 2019: $575,817Liabilities 2019: $111,781Net Assets 2019: $464,0362019Assets 2020: $588,733Liabilities 2020: $97,415Net Assets 2020: $491,3182020Assets 2021: $727,726Liabilities 2021: $113,161Net Assets 2021: $614,5652021Assets 2022: $636,267Liabilities 2022: $133,922Net Assets 2022: $502,3452022Assets 2023: $725,095Liabilities 2023: $135,650Net Assets 2023: $589,4452023Assets 2023: $725,095Liabilities 2023: $135,650Net Assets 2023: $589,4452023Assets 2024: $773,492Liabilities 2024: $122,148Net Assets 2024: $651,3442024Assets 2025: $812,521Liabilities 2025: $136,588Net Assets 2025: $675,9332025

Highlighted filing

2023

Assets$725,095
Liabilities$135,650
Net Assets$589,445

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $476,659Expenses 2012: $478,489Net Income 2012: -$1,8302012Expenses 2013: $351,9722013Revenue 2014: $484,000Expenses 2014: $404,908Net Income 2014: $79,0922014Revenue 2015: $402,785Expenses 2015: $354,503Net Income 2015: $48,2822015Revenue 2016: $419,909Expenses 2016: $410,703Net Income 2016: $9,2062016Revenue 2017: $308,495Expenses 2017: $237,083Net Income 2017: $71,4122017Revenue 2018: $309,036Expenses 2018: $255,902Net Income 2018: $53,1342018Revenue 2019: $221,811Expenses 2019: $234,695Net Income 2019: -$12,8842019Revenue 2020: $280,759Expenses 2020: $253,477Net Income 2020: $27,2822020Revenue 2021: $392,936Expenses 2021: $269,689Net Income 2021: $123,2472021Revenue 2022: $194,749Expenses 2022: $306,969Net Income 2022: -$112,2202022Revenue 2023: $376,676Expenses 2023: $289,576Net Income 2023: $87,1002023Revenue 2023: $376,676Expenses 2023: $289,576Net Income 2023: $87,1002023Revenue 2024: $344,064Expenses 2024: $282,165Net Income 2024: $61,8992024Revenue 2025: $342,400Expenses 2025: $317,811Net Income 2025: $24,5892025

Highlighted filing

2023

Revenue$376,676
Expenses$289,576
Net Income$87,100
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 19, 2023
Return Version
2022v5.0
Gross Receipts
$615,009
Mission and Program Overview

Mission

To advance the structural engineering profession, protect public safety and serve the business and professional needs of the membership

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$398,070$430,632▲ $32,562
Cash and Non-Interest-Bearing Accounts$234,883$291,062▲ $56,179
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$636,267$725,095▲ $88,828
Other Assets Total$3,314$3,401▲ $87
Liabilities
Other Liabilities$133,922$135,650▲ $1,728
Total Liabilities$133,922$135,650▲ $1,728
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$502,345$589,445▲ $87,100
Total Net Assets Fund Balance$502,345$589,445▲ $87,100
Total Liabilities and Net Assets / Fund Balance$636,267$725,095▲ $88,828
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$253,623
Program Service Revenue
$0
Investment Income
$36,580
Other Revenue
$86,473
All Other Contributions
$2,000
Change in Net Assets
$87,100
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$279,447
Grants and Similar Amounts Paid$10,129
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$154,380
Payments to Affiliates---$88,923
Grants to Domestic Orgs---$10,129
Information Technology---$6,537
Fees for Service Investment Mgmnt Fees---$3,990
Fees for Services Other---$2,000
Fees for Services Accounting---$1,416
Office Expenses---$1,051
Other Expenses---$815
All Other Expenses---$667
Total Functional Expenses$0$0$0$289,576
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Seaosc FoundationSan Dimas, CA-Provide Scholarships$10,129
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$234,394
Fundraising Direct Expenses$158,790
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Continuing Ed Seminars & Webinars$75,615$75,615$37,014$38,601
Career Fairs & Events$51,702$51,702-$51,702
Total Events$234,394$234,394$158,790$75,604
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Membership Dues Collected in Advance$82,931
Event Income Collected in Advance$30,265
Dues Payable$13,585
Credit Card Payable$8,869
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Management services are performed by stratiscope (a corporation), it was paid $154,380 for these services during fye 6/30/23

Form 990, Part VI, Section B, Line 11B

A management company representative reviews the tax returns with the accountant preparing the return and reviews it for accuracy. The management company representative then reviews the returns with the board before obtaining a signature and filing

Form 990, Part VI, Section B, Line 12C

Board members and senior staff are required top report to directors and members of committees.

Form 990, Part VI, Section B, Line 15A

The compensation package with the management company is negotiated annually with the board of directors

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, annual financial statements and tax returns are available for inspection upon request

Filing and Contact Details

Filer

Filer Name
Structural Engineers Association
EIN
95-6060480
Phone
8185703408
Address
10945 BURBANK BLVD, NORTH HOLLYWOOD, CA 91601

Signing Officer

Name
Patricia Harburg-petrich
Title
President
Signed
2023-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Harburg-petrich
Formed
1958
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
50

Preparer

Firm
David A Stevens CPA
Address
12631 Imperial Highway Suite E-129, Santa Fe Springs, CA 90670
Preparer
David a Stevens CPA
Phone
5624843067
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IRS990/OtherExpensesGrp/TotalAmt3815
IRS990/OtherLiabilitiesGrp/BOYAmt0133922
IRS990/OtherLiabilitiesGrp/EOYAmt0135650
IRS990/OtherRevenueMiscGrp/BusinessCd0541800
IRS990/OtherRevenueMiscGrp/Desc0ADVERTISING REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010869
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010869
IRS990/OtherRevenueTotalAmt010869
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt088923
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0PATRICIA HARBURG-PETRICH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0236641
IRS990/PYInvestmentIncomeAmt0-63540
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0306969
IRS990/PYOtherRevenueAmt021648
IRS990/PYRevenuesLessExpensesAmt0-112220
IRS990/PYTotalExpensesAmt0306969
IRS990/PYTotalRevenueAmt0194749
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt087100
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0NONE
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I-A, Line 1 - Direct and Indirect Political Campaign Activities
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08869
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt113585
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt230265
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt382931
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2EVENT INCOME COLLECTED IN ADVANCE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3MEMBERSHIP DUES COLLECTED IN ADVANCE
IRS990ScheduleD/TotalLiabilityAmt0135650
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0158790
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CONTINUING ED SEMINARS & WEBINARS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CAREER FAIRS & EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt075615
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt051702
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0107077
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0234394
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt075615
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt051702
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0107077
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0234394
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt075604
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06287
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt043301
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt037014
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt035313
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt080176
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0115489
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt010129
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SEAOSC FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0800260972
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0437 CATARACT AVE 4-B
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN DIMAS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd091773
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT SERVICES ARE PERFORMED BY STRATISCOPE (A CORPORATION), IT WAS PAID $154,380 FOR THESE SERVICES DURING FYE 6/30/23
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A MANAGEMENT COMPANY REPRESENTATIVE REVIEWS THE TAX RETURNS WITH THE ACCOUNTANT PREPARING THE RETURN AND REVIEWS IT FOR ACCURACY. THE MANAGEMENT COMPANY REPRESENTATIVE THEN REVIEWS THE RETURNS WITH THE BOARD BEFORE OBTAINING A SIGNATURE AND FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS AND SENIOR STAFF ARE REQUIRED TOP REPORT TO DIRECTORS AND MEMBERS OF COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPENSATION PACKAGE WITH THE MANAGEMENT COMPANY IS NEGOTIATED ANNUALLY WITH THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, ANNUAL FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE FOR INSPECTION UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0YES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0STRUCTURAL ENGINEERS ASSN OF CALIFORNIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0946107736
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PARENT ORGANIZTION WITH 4 AFFILIATES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0921 11TH ST SUITE 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SACRAMENTO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095814
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.13$1.37$6.76$3.42$3.18$0.25
2024Summary only. Only limited summary data is available for this year.$7.73$1.22$6.51$3.44$2.82$0.62
2023Detailed filing. Detailed filing data is available for this year.$7.25$1.36$5.89$3.77$2.90$0.87
2023Summary only. Only limited summary data is available for this year.$7.25$1.36$5.89$3.77$2.90$0.87
2022Summary only. Only limited summary data is available for this year.$6.36$1.34$5.02$1.95$3.07$1.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.28$1.13$6.15$3.93$2.70$1.23
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.89$0.97$4.91$2.81$2.53$0.27
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.76$1.12$4.64$2.22$2.35$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.65$0.91$4.74$3.09$2.56$0.53
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.76$1.56$4.21$3.08$2.37$0.71
2016Detailed filing. Detailed filing data is available for this year.$3.56$0.07$3.49$4.20$4.11$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$4.03$3.55$0.48
2014Summary only. Only limited summary data is available for this year.$2.92$0.00$2.92$4.84$4.05$0.79
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.00$2.13$3.52
2012Summary only. Only limited summary data is available for this year.$1.06$0.00$1.05$4.77$4.78$0.02