Civic Intelligence

Oaxaca Lending Library Foundation

990EZ • Fiscal year 2016 • EIN 20-0526066

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 04, 2017

Organization ProfileN/A
790 Beaumont AveBeaumont, CA 92223

(951) 849-5388

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

71st percentile

18%

Faster asset growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$41,431

Up $6,397 (+18%) from 2015

Net Assets

Up

$41,431

Up $6,397 (+18%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin67th percentile

Revenue

Down

$54,409

Down $15,661 (-22%) from 2015

Expenses

Down

$48,012

Down $36,909 (-43%) from 2015

Net Income

Up

$6,397

Up $21,248 (+143%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$150K$100K$50K$0Assets 2010: $26,392Liabilities 2010: $0Net Assets 2010: $26,3922010Assets 2011: $23,293Liabilities 2011: $0Net Assets 2011: $23,2932011Assets 2012: $24,072Liabilities 2012: $0Net Assets 2012: $24,0722012Assets 2013: $29,879Liabilities 2013: $0Net Assets 2013: $29,8792013Assets 2014: $49,885Liabilities 2014: $0Net Assets 2014: $49,8852014Assets 2015: $35,034Liabilities 2015: $0Net Assets 2015: $35,0342015Assets 2016: $41,431Liabilities 2016: $0Net Assets 2016: $41,4312016Assets 2017: $32,422Liabilities 2017: $0Net Assets 2017: $32,4222017Assets 2018: $39,593Liabilities 2018: $0Net Assets 2018: $39,5932018Assets 2019: $59,278Liabilities 2019: $0Net Assets 2019: $59,2782019Assets 2020: $89,755Liabilities 2020: $0Net Assets 2020: $89,7552020Assets 2021: $139,612Liabilities 2021: $0Net Assets 2021: $139,6122021Assets 2022: $122,189Liabilities 2022: $0Net Assets 2022: $122,1892022Assets 2023: $61,815Liabilities 2023: $0Net Assets 2023: $61,8152023Assets 2024: $124,677Liabilities 2024: $0Net Assets 2024: $124,6772024

Highlighted filing

2016

Assets$41,431
Liabilities$0
Net Assets$41,431
Open 2016 Filing

Operations Trend

Revenue Growth22nd percentile

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

$200K$100K$0-$100KRevenue 2010: $27,017Expenses 2010: $10,186Net Income 2010: $16,8312010Revenue 2011: $40,069Expenses 2011: $43,168Net Income 2011: -$3,0992011Revenue 2012: $43,135Expenses 2012: $42,374Net Income 2012: $7612012Revenue 2013: $64,602Expenses 2013: $58,795Net Income 2013: $5,8072013Revenue 2014: $68,379Expenses 2014: $48,373Net Income 2014: $20,0062014Revenue 2015: $70,070Expenses 2015: $84,921Net Income 2015: -$14,8512015Revenue 2016: $54,409Expenses 2016: $48,012Net Income 2016: $6,3972016Revenue 2017: $60,811Expenses 2017: $57,782Net Income 2017: $3,0292017Revenue 2018: $43,052Expenses 2018: $35,881Net Income 2018: $7,1712018Revenue 2019: $64,270Expenses 2019: $44,585Net Income 2019: $19,6852019Revenue 2020: $72,965Expenses 2020: $42,488Net Income 2020: $30,4772020Revenue 2021: $134,393Expenses 2021: $84,536Net Income 2021: $49,8572021Revenue 2022: $34,635Expenses 2022: $51,989Net Income 2022: -$17,3542022Revenue 2023: $47,571Expenses 2023: $107,945Net Income 2023: -$60,3742023Revenue 2024: $173,018Expenses 2024: $110,156Net Income 2024: $62,8622024

Highlighted filing

2016

Revenue$54,409
Expenses$48,012
Net Income$6,397
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 4, 2017
Return Version
2016v3.0
Gross Receipts
$54,409
Mission and Program Overview

Mission

Support reading programs and literacy

Program Services

DescriptionGrantsExpenses
Continued to build community resources for reading and access to the world community$46,292-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
David MylerSecretary-$0--
Charles RyanDirector-$0--
Kathryn BertelliPresident-$0--
Enid L RosenthalDirector-$0--
Douglas HarmonTreasurerPT$0--
Miriam HaberfeldDirector-$0--
Filing and Contact Details

Filer

Filer Name
Oaxaca Lending Library Foundation
EIN
20-0526066
Address
790 Beaumont Ave, Beaumont, CA 92223

Signing Officer

Name
Douglas Harmon
Title
Treasurer
Phone
9518495388
Signed
2017-01-04
Discuss with paid preparer
No

Preparer

Firm
Fred Westcott EA
Address
790 Beaumont Ave Ste 208, Beaumont, CA 92223
Preparer
Fwest2
Phone
9518495388
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Reading programs and literacty Grantee Oaxaca Lending Library Street Oaxaca City, Province, Country, Postal Oaxaca, Oaxaca Mexico 68020Relationship none Amount 5,006Activity Reading programs and literacy rural Grantee Libros Para Pueblos Street Oaxaca City, Province, Country, Postal Oaxaca, Oaxaca Mexico 68020Relationship none Amount 41,286”

Description of other expenses Part I line 16

“Description AmountTax form filing 300Supplies 599Processing and misc 422Corporate fees 399”

Raw XML Appendix163 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/PersonNm0Douglas Harmon
IRS990EZ/BooksInCareOfDetail/PhoneNum09518495388
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0790 Beaumont Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Beaumont
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092223
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035034
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041431
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt054409
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06397
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035034
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041431
IRS990EZ/GrantsAndSimilarAmountsPaidAmt046292
IRS990EZ/GrossReceiptsAmt054409
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035034
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041431
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035034
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041431
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0David Myler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Charles Ryan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kathryn Bertelli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Enid L Rosenthal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Douglas Harmon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Miriam Haberfeld
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt01720
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support reading programs and literacy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Continued to build community resources for reading and access to the world community
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt046292
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048012
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt054409
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt054408
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt068836
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt066866
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt059762
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt043135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0293007
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt04840
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt04840
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0297847
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054408
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt068836
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt066866
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064602
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043135
IRS990ScheduleA/Total509Grp/TotalAmt0297847
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054408
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt068836
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt066866
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt064602
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043135
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0297847
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Reading programs and literacty Grantee Oaxaca Lending Library Street Oaxaca City, Province, Country, Postal Oaxaca, Oaxaca Mexico 68020Relationship none Amount 5,006Activity Reading programs and literacy rural Grantee Libros Para Pueblos Street Oaxaca City, Province, Country, Postal Oaxaca, Oaxaca Mexico 68020Relationship none Amount 41,286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountTax form filing 300Supplies 599Processing and misc 422Corporate fees 399
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Douglas Harmon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09518495388
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oaxaca Lending Library Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OAXA
ReturnHeader/Filer/EIN0200526066
ReturnHeader/Filer/USAddress/AddressLine1Txt0790 Beaumont Ave
ReturnHeader/Filer/USAddress/CityNm0Beaumont
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092223
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0509E349084A43AB33ED9CA891A2643119FEF7F20
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0509E349084A43AB33ED9CA891A2643119FEF7F20
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03035092017020n1zyhlb
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-01-20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt045.50.143.43
ReturnHeader/FilingSecurityInformation/IPDt02017-01-20
ReturnHeader/FilingSecurityInformation/IPTm017:26:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260403160
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fred Westcott EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0790 Beaumont Ave Ste 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Beaumont
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092223
ReturnHeader/PreparerPersonGrp/PhoneNum09518495388
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Fwest2
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-01-20T17:24:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,431
Liabilities
$0
Net assets
$41,431
Revenue
$54,409
Expenses
$48,012
Net income
$6,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$1.73$1.10$0.63
2023Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.48$1.08$0.60
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.35$0.52$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$1.34$0.85$0.50
2020Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.73$0.42$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.64$0.45$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.43$0.36$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.61$0.58$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.54$0.48$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.70$0.85$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.68$0.48$0.20
2013Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.65$0.59$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.00$0.24$0.43$0.42$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$0.40$0.43$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.00$0.26$0.27$0.10$0.17