Councilone Advisors
- Assets
- $57.0k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Walnut Creek, CA
- Founding
- 09/2014
- EIN
- 26-0327813
Organization Overview
Councilone Advisors is located in Walnut Creek, CA. The organization was established in 2014. According to its NTEE Classification (S41) the organization is classified as: Chambers of Commerce & Business Leagues, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Councilone Advisors is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending undefined, Councilone Advisors generated $43.6k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (10.8%) each year. All expenses for the organization totaled $31.9k during the year ending undefined. As we would expect to see with falling revenues, expenses have declined by (14.5%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
Describe the Organization's Program Activity:
Part 3
TO PROVIDE A FORUM FOR MEMBERS TO DEVELOP A BROAD NETWORK OF PROFESSIONALS WITH DIVERSE CAPABILITIES, BUILD A SOLID UNDERSTANDING OF EACH OTHER'S EXPERIENCE AND EXPERTISE, CREATE OPPORTUNITIES FOR GIVING AND RECEIVING BUSINESS REFERRALS, PROVIDE RESOURCES FOR MEMBERS AND THE BUSINESS COMMUNITY, AND BE OF SERVICE TO ONE ANOTHER.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ivoree Robinson Board Member | 1 | $0 | |
Julia Holian Board Chair | 5 | $0 | |
Steven Donaldson Board Member | 1 | $0 | |
Matthew Wheeler Treasurer | 1 | $0 | |
Joshua Cohen Board Member | 1 | $0 | |
Kevin Dean Board Member | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Membership dues | $43,550 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $43,550 |
| Statement of Expenses | |
|---|---|
| Total expenses | $31,908 |
| Balance Sheet | |
|---|---|
| Total assets | $56,950 |
| Total liabilities | $0 |
| Net assets or fund balances | $56,950 |