Aia Central Valley FY2020 filing

Not tax-deductible

Sacramento, CA501(c)(6)EIN 94-1529878Revenue $266K in FY2020

On file with the IRS[email protected]1400 S St Ste 100, 95811-7146 · Sacramento, CATax-exempt since Sep 1958

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The mission of the AIA Central Valley is to improve the quality of the built environment through leadership, mentorship and design excellence; fostering sustainability beyond architecture.

$91K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $23K a year · 9% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$91K
to officers and key staff · 34% of spending
Concern: pay to officers and key staff is 34% of spending; over 30%.
Pt VII · Sec A
Cash reserves
17 mo
of spending, in cash
Looks good: 17.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$54K
13% of total assets
Looks good: liabilities are 13% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$266K
Spent
$267K
To programs
0%
Net assets
$358K
By yearFY2020–FY2024
Revenue
$266K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$266K
FY2021$300K
FY2022$223K
FY2023$301K
FY2024$269K
Expenses
$267K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$267K
FY2021$257K
FY2022$223K
FY2023$256K
FY2024$239K
Net assets
$358K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$358K
FY2021$401K
FY2022$401K
FY2023$446K
FY2024$485K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 1958.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

14 people listed on the 990; $91K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Dir.
$90,640Pt VII · Sec A
Past President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Emerging Direct
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Kimberly Anderson——$94,859$105,640$90,640
Desiree Gemigniani$85,000$46,042———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Promotes design excellence and sustainability in the built environment through leadership and mentorship.

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3 programs · in their own filed words · FY2020
01

Continuing Education

The Chapters continuing education program includes contracting Architectural Registration Exam (ARE) preparatory courses, Americans with Disabilities (ADA) seminars, national and regional codes updates, tours of local projects designed by our members, and topic-driven seminars on a variety of subjects.

Pt IX · col B
02

Social/Networking Activities

The Chapter organizes frequent activities to promote and facilitate networking and good-will among its members and allied organizations. These activities include our annual installation event (recognizing active members and corporate partners), biennial design awards program, gallery exhibitions and jointly organized events with other…

Pt IX · col B
03

Service and Participation at State and National Aia

The Chapters President, Vice President and Executive Director travel to state AIA CA board meetings, the National Grassroots Meeting and the annual CACE meeting each year to conduct the business of the organization at all its levels.

Pt IX · col B

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$266K
Ln 12
Fees for servicesLn 2g$225K
Other incomeLn 4–11$24K
Investment incomeLn 3$17K
Money outPt IX
$267K
Ln 25
Owns and owesPt X
$358K
net assets · Ln 32
Cash and savingsLn 1–2$387K
Total assetsLn 16$412K
LiabilitiesLn 26$54K
PeoplePt VI, VII
14
listed · VII A
PaidVII A1
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$225K
Investment incomeLn 3$17K
Other incomeLn 4–11$24K
Gains on assetsLn 7$0
Total revenueLn 12$266K
Assets in detailPt X, end of year
CashLn 1$72K
SavingsLn 2$315K
Cash and savings togetherLn 1–2$387K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$11K
Other assetsLn 15$10K
Total assetsLn 16$412K
LiabilitiesLn 26$54K
Net assetsLn 32$358K
OperationsPt I, VI
EmployeesI 54
VolunteersI 625
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$379K$387K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$14K$11K
Total assetsLn 16$410K$412K
LiabilitiesLn 26$51K$54K
Net assetsLn 32$359K$358K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$91K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$39K
Pension plan contributionsLn 8$2K
Other employee benefitsLn 9$7K
Payroll taxesLn 10$10K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$3K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$0
Information technologyLn 14$6K
RoyaltiesLn 15$0
OccupancyLn 16$70K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$3K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$3K
InsuranceLn 23$3K
Other expenses (24a–d)Ln 24$22K
All other expensesLn 24e$8K
Total functional expensesLn 25$267K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $269K$239K$30K$485K 990 PDF
FY2023 $301K$256K$44K$446K 990 PDF
FY2022 $223K$223K$155$401K 990 PDF
FY2021 $300K$257K$43K$401K 990 PDF
FY2020 Viewing $266K$267K−$981$358K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $266,073 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $259,258$225,068
I-10 Investment incomePrior year $18,620$16,563
I-11 Other revenuePrior year $29,713$24,442
I-12 Total revenuePrior year $307,591$266,073
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $147,157$148,229
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $151,513$118,825
I-18 Total expensesPrior year $298,670$267,054
I-19 Revenue less expensesPrior year $8,921−$981
Part VI · Governance 13 of 13 board members independent, 1 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $266,073 across 9 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $225,068$225,068
VIII-3 Investment incomeExcluded from tax $16,563$16,563
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $1,073 · Excluded from tax $23,369$24,442
VIII-12 Total revenueRelated to mission $225,068 · Unrelated business $1,073 · Excluded from tax $39,932$266,073
Part IX · Statement of functional expenses $267,054 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$90,640
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$38,665
IX-8 Pension plan contributions$1,780
IX-9 Other employee benefits$7,011
IX-10 Payroll taxes$10,133
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$3,353
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotion$0
IX-13 Office expenses$0
IX-14 Information technology$6,131
IX-15 Royalties$0
IX-16 Occupancy$69,993
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$2,957
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$3,468
IX-23 Insurance$3,087
IX-24 Other expenses (24a–d)$21,722
IX-24e All other expenses$8,114
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$267,054
Part X · Balance sheet $411,639 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $80,596$71,966
X-2 Savings and temporary cash investmentsStart of year $298,851$315,194
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $2,949$120
X-8 Inventories for sale or useStart of year $2,772$2,772
X-9 Prepaid expenses and deferred chargesStart of year $1,046$1,046
X-10c Land, buildings and equipment, netStart of year $14,009$10,541
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $10,000$10,000
X-16 Total assetsStart of year $410,223$411,639
X-17 Accounts payable and accrued expensesStart of year $8,780$10,724
X-19 Deferred revenueStart of year $42,384$42,837
X-26 Total liabilitiesStart of year $51,164$53,561
X-27 Net assets without donor restrictionsStart of year $359,059$358,078
X-32 Total net assets or fund balancesStart of year $359,059$358,078
X-33 Total liabilities and net assetsStart of year $410,223$411,639
Part XI · Reconciliation of net assets $358,078 net assets at year end
XI-1 Total revenue$266,073
XI-2 Total expenses$267,054
XI-3 Revenue less expenses−$981
XI-4 Net assets at start of year$359,059
XI-10 Net assets at end of year$358,078

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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