Civic Intelligence

American Society for Training & Devt San Diego Chapter

990EZ • Fiscal year 2017 • EIN 95-6196516

Jan 01, 2017 to Dec 31, 2017 • Filed on May 23, 2018

Organization ProfileN/A
5694 Mission Center RoadSan Diego, CA 92108

(858) 541-2783

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

40th percentile

-0.3%

Higher net margin than 40% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

44th percentile

-0.2%

Faster asset growth than 44% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$57,163

Down $97 (-0.2%) from 2016

Net Assets

Down

$57,163

Down $97 (-0.2%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin40th percentile

Revenue

Down

$34,072

Down $9,059 (-21%) from 2016

Expenses

Down

$34,169

Down $17,022 (-33%) from 2016

Net Income

Up

-$97

Up $7,963 (+99%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$80K$60K$40K$20K$0Assets 2010: $50,361Liabilities 2010: $40Net Assets 2010: $50,3212010Assets 2011: $54,307Liabilities 2011: $25Net Assets 2011: $54,2822011Assets 2012: $61,459Liabilities 2012: $02012Assets 2013: $69,101Liabilities 2013: $02013Assets 2014: $71,914Liabilities 2014: $02014Assets 2015: $65,320Net Assets 2015: $65,3202015Assets 2016: $57,260Net Assets 2016: $57,2602016Assets 2017: $57,163Net Assets 2017: $57,1632017Assets 2018: $72,538Net Assets 2018: $72,5382018Assets 2019: $71,955Net Assets 2019: $71,9552019Assets 2020: $71,628Net Assets 2020: $71,6282020Assets 2021: $72,005Net Assets 2021: $72,0052021Assets 2022: $68,020Net Assets 2022: $68,0202022Assets 2023: $60,288Net Assets 2023: $60,2882023Assets 2024: $55,843Net Assets 2024: $55,8432024

Highlighted filing

2017

Assets$57,163
Liabilities-
Net Assets$57,163
Open 2017 Filing

Operations Trend

Revenue Growth23rd percentile

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

$100K$50K$0-$50KRevenue 2010: $92,975Expenses 2010: $91,159Net Income 2010: $1,8162010Revenue 2011: $75,127Expenses 2011: $71,166Net Income 2011: $3,9612011Revenue 2012: $67,814Expenses 2012: $60,096Net Income 2012: $7,7182012Revenue 2013: $91,058Expenses 2013: $83,416Net Income 2013: $7,6422013Revenue 2014: $61,194Expenses 2014: $58,381Net Income 2014: $2,8132014Revenue 2015: $52,714Expenses 2015: $59,308Net Income 2015: -$6,5942015Revenue 2016: $43,131Expenses 2016: $51,191Net Income 2016: -$8,0602016Revenue 2017: $34,072Expenses 2017: $34,169Net Income 2017: -$972017Revenue 2018: $45,325Expenses 2018: $29,950Net Income 2018: $15,3752018Revenue 2019: $30,971Expenses 2019: $31,554Net Income 2019: -$5832019Revenue 2020: $19,093Expenses 2020: $19,420Net Income 2020: -$3272020Revenue 2021: $14,970Expenses 2021: $14,593Net Income 2021: $3772021Revenue 2022: $15,206Expenses 2022: $19,191Net Income 2022: -$3,9852022Revenue 2023: $10,730Expenses 2023: $18,462Net Income 2023: -$7,7322023Revenue 2024: $13,328Expenses 2024: $16,863Net Income 2024: -$3,5352024

Highlighted filing

2017

Revenue$34,072
Expenses$34,169
Net Income-$97
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 23, 2018
Return Version
2017v2.2
Gross Receipts
$34,072
Mission and Program Overview

Mission

Provide Training & Development

Program Services

DescriptionGrantsExpenses
Monthly Newsletter & Meetings, Training Workshops, Membership Services & Mailings$15,235-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laurie DonnellyCFO-$0--
Carol ShecklerSecretaryPT$0--
Annette WeinsteinPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
American Society For Training & Devt
EIN
95-6196516
Phone
8585412783
Address
5694 Mission Center Road, San Diego, CA 92108

Signing Officer

Name
Annette Weinstein
Title
President
Signed
2018-05-23
Discuss with paid preparer
Yes

Preparer

Firm
Coastal Tax Advisors
Address
13520 EVENING CREEK DRIVE N SUITE 4, SAN DIEGO, CA 92128
Preparer
Jacob R Lincoln CPA
Phone
8584841955
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Professional Fees & other pay $12914”

Other Expenses.2

“MEMBERSHIP9,079 $2549”

Other Expenses.3

“Benefit paid to or for members $332”

Other Expenses.4

“Marketing $71”

Raw XML Appendix150 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/BooksInCareOfDetail/PersonNm0Finance Director
IRS990EZ/BooksInCareOfDetail/PhoneNum08585412783
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05694 Mission Center Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092108
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057260
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057163
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03980
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-97
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057260
IRS990EZ/Form990TotalAssetsGrp/EOYAmt057163
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt034072
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt019918
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057260
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057163
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057260
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057163
IRS990EZ/OccupancyRentUtltsAndMaintAmt018303
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Laurie Donnelly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Carol Sheckler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Annette Weinstein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015866
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide Training & Development
IRS990EZ/ProgramServiceRevenueAmt010174
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Monthly Newsletter & Meetings, Training Workshops, Membership Services & Mailings
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015235
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034169
IRS990EZ/TotalProgramServiceExpensesAmt015235
IRS990EZ/TotalRevenueAmt034072
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03980
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05185
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03335
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04979
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017479
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0599
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0185
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0325
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01109
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0599
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0185
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0325
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01109
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt017479
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03980
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05185
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03335
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04979
IRS990ScheduleA/Total509Grp/TotalAmt017479
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04579
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05370
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03660
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04979
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt018588
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Professional Fees & other pay $12914
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP9,079 $2549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Benefit paid to or for members $332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Marketing $71
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Annette Weinstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0American Society For Training & Devt
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0San Diego Chapter
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0956196516
ReturnHeader/Filer/PhoneNum08585412783
ReturnHeader/Filer/USAddress/AddressLine1Txt05694 Mission Center Road
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611634044
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COASTAL TAX ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013520 EVENING CREEK DRIVE N SUITE 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092128
ReturnHeader/PreparerPersonGrp/PhoneNum08584841955
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB R LINCOLN CPA
ReturnHeader/ReturnTs02018-05-23T11:08:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,163
Liabilities
-
Net assets
$57,163
Revenue
$34,072
Expenses
$34,169
Net income
-$97
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$55.8$55.8$13.3$16.9$3.54
2023Detailed filing. Detailed filing data is available for this year.$60.3$60.3$10.7$18.5$7.73
2022Detailed filing. Detailed filing data is available for this year.$68.0$68.0$15.2$19.2$3.99
2021Detailed filing. Detailed filing data is available for this year.$72.0$72.0$15.0$14.6$0.38
2020Detailed filing. Detailed filing data is available for this year.$71.6$71.6$19.1$19.4$0.33
2019Detailed filing. Detailed filing data is available for this year.$72.0$72.0$31.0$31.6$0.58
2018Detailed filing. Detailed filing data is available for this year.$72.5$72.5$45.3$30.0$15.4
2017Detailed filing. Detailed filing data is available for this year.$57.2$57.2$34.1$34.2$0.10
2016Detailed filing. Detailed filing data is available for this year.$57.3$57.3$43.1$51.2$8.06
2015Detailed filing. Detailed filing data is available for this year.$65.3$65.3$52.7$59.3$6.59
2014Summary only. Only limited summary data is available for this year.$71.9$0.00$61.2$58.4$2.81
2013Summary only. Only limited summary data is available for this year.$69.1$0.00$91.1$83.4$7.64
2012Summary only. Only limited summary data is available for this year.$61.5$0.00$67.8$60.1$7.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.3$0.03$54.3$75.1$71.2$3.96
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.4$0.04$50.3$93.0$91.2$1.82