Civic Intelligence

Claremont Senior Foundation Inc.

990 • Fiscal year 2017 • EIN 20-4620284

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 24, 2020

Organization ProfileN/A
PO Box 414Claremont, CA 91711

(909) 625-1848

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

24th percentile

-7.1%

Higher net margin than 24% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

63rd percentile

8.7%

Faster asset growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

59%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$720,574

Up $57,714 (+8.7%) from 2016

Net Assets

Up

$720,574

Up $57,714 (+8.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin24th percentile

Revenue

Up

$52,192

Up $19,337 (+59%) from 2016

Expenses

Up

$55,875

Up $19,998 (+56%) from 2016

Net Income

Down

-$3,683

Down $661 (-22%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$1.0M$500K$0Assets 2010: $530,581Liabilities 2010: $0Net Assets 2010: $530,5812010Assets 2011: $525,231Liabilities 2011: $0Net Assets 2011: $525,2312011Assets 2012: $552,624Liabilities 2012: $0Net Assets 2012: $552,6242012Assets 2013: $617,168Liabilities 2013: $0Net Assets 2013: $617,1682013Assets 2014: $641,257Liabilities 2014: $0Net Assets 2014: $641,2572014Assets 2015: $638,344Liabilities 2015: $0Net Assets 2015: $638,3442015Assets 2016: $662,860Liabilities 2016: $0Net Assets 2016: $662,8602016Assets 2017: $720,574Liabilities 2017: $0Net Assets 2017: $720,5742017Assets 2018: $649,094Liabilities 2018: $0Net Assets 2018: $649,0942018Assets 2019: $739,035Liabilities 2019: $0Net Assets 2019: $739,0352019Assets 2020: $803,004Liabilities 2020: $0Net Assets 2020: $803,0042020Assets 2021: $914,971Liabilities 2021: $0Net Assets 2021: $914,9712021Assets 2022: $801,311Liabilities 2022: $0Net Assets 2022: $801,3112022Assets 2023: $904,446Liabilities 2023: $0Net Assets 2023: $904,4462023Assets 2024: $949,832Liabilities 2024: $0Net Assets 2024: $949,8322024

Highlighted filing

2017

Assets$720,574
Liabilities$0
Net Assets$720,574
Open 2017 Filing

Operations Trend

Revenue Growth87th percentile

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

$100K$50K$0-$50KExpenses 2010: $40,0712010Revenue 2011: $31,586Expenses 2011: $25,187Net Income 2011: $6,3992011Expenses 2012: $23,2772012Revenue 2013: $29,178Expenses 2013: $23,425Net Income 2013: $5,7532013Revenue 2014: $31,867Expenses 2014: $25,491Net Income 2014: $6,3762014Revenue 2015: $18,042Expenses 2015: $23,262Net Income 2015: -$5,2202015Revenue 2016: $32,855Expenses 2016: $35,877Net Income 2016: -$3,0222016Revenue 2017: $52,192Expenses 2017: $55,875Net Income 2017: -$3,6832017Revenue 2018: $46,263Expenses 2018: $62,203Net Income 2018: -$15,9402018Revenue 2019: $58,690Expenses 2019: $52,235Net Income 2019: $6,4552019Revenue 2020: $44,551Expenses 2020: $23,778Net Income 2020: $20,7732020Revenue 2021: $91,254Expenses 2021: $19,950Net Income 2021: $71,3042021Revenue 2022: $47,005Expenses 2022: $19,586Net Income 2022: $27,4192022Revenue 2023: $42,524Expenses 2023: $9,706Net Income 2023: $32,8182023Revenue 2024: $76,293Expenses 2024: $51,033Net Income 2024: $25,2602024

Highlighted filing

2017

Revenue$52,192
Expenses$55,875
Net Income-$3,683
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 24, 2020
Return Version
2017v2.3
Gross Receipts
$120,930
Mission and Program Overview

Mission

The organization's primary exempt purpose is to provide suport for senior programs in the city of claremont.

To provide support for senior programs in the city of claremont.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$624,634$660,402▲ $35,768
Cash and Non-Interest-Bearing Accounts$17,654$44,082▲ $26,428
Savings and Temporary Cash Investments$20,572$16,090▼ $4,482
Total Assets$662,860$720,574▲ $57,714
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$662,860$720,574▲ $57,714
Total Net Assets Fund Balance$662,860$720,574▲ $57,714
Total Liabilities and Net Assets / Fund Balance$662,860$720,574▲ $57,714
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Don PattisonPresident/board Chair
Richard FassVice President
Jeff StarkMember
Jim FraggosMember
John MaguireMember
Karen RosenthalMember
Mary WeisMember
Maureen BeithMember
Ron BoldingMember
Ron FukagawaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$27,725
Program Service Revenue
$0
Investment Income
$24,467
Other Revenue
$0
All Other Contributions
$27,725
Change in Net Assets
$-3,683
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$38,724
Other Expenses$17,151
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$38,724--$38,724
Fees for Services Other$9,108$627-$9,735
Fees for Service Investment Mgmnt Fees-$4,856-$4,856
Insurance-$1,913-$1,913
Fees for Services Accounting-$400-$400
Other Expenses-$247-$247
Total Functional Expenses$47,832$8,043$0$55,875
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of ClaremontClaremont, CA-Support the Seniors of the Claremomt Senior Center.$20,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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
No

Governance Explanations

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

“The form 990 is prepared by the organization's outside public accounting firm based on information provided by management. Once a draft of the return is available, it is reviewed by management with any changes or revisions incorporated into the filing. The revised return is then submitted to the board of directors for their review and approval prior to submitting to the irs.”

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

“The officers, directors, and the trustees are required to disclose all potential conflict of interests. The board reviews any conflicts presented by interested parties. The chairperson appoints a disinterested person or committee to investigate the transaction in question and report findings to the board. Alternatives to the proposed transaction are identified and compared to the proposed transaction. The board votes on the most beneficial option for the organization. If the board has reason to believe an interested person has failed to disclose the potential conflict, the board will investigate further and if necessary, take appropriate disciplinary and corrective action.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Claremont Senior Foundation Inc
EIN
20-4620284
Phone
9096251848
Address
PO BOX 414, CLAREMONT, CA 91711

Signing Officer

Name
Don Pattison
Title
President
Phone
9096251848
Signed
2020-03-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Don Pattison
Formed
2006
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Tina Henton
Phone
6268577300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other fees : program service expenses 9,108. Management and general expenses 627. Fundraising expenses 0. Total expenses 9,735.”

Raw XML Appendix376 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.

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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt018724
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0PATIO FURNITURE FOR SENIOR CENTER
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT THE SENIORS OF THE CLAREMOMT SENIOR CENTER.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CITY OF CLAREMONT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0840 N INDIAN HILL BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CLAREMONT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd091711
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0PURCHASE PRICE
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL GRANTS GIVEN ARE MADE TO THE CLAREMONT SENIOR CENTER AS OUTLINED IN THE ORGANIZATION'S PURPOSE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OFFICERS, DIRECTORS, AND THE TRUSTEES ARE REQUIRED TO DISCLOSE ALL POTENTIAL CONFLICT OF INTERESTS. THE BOARD REVIEWS ANY CONFLICTS PRESENTED BY INTERESTED PARTIES. THE CHAIRPERSON APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE THE TRANSACTION IN QUESTION AND REPORT FINDINGS TO THE BOARD. ALTERNATIVES TO THE PROPOSED TRANSACTION ARE IDENTIFIED AND COMPARED TO THE PROPOSED TRANSACTION. THE BOARD VOTES ON THE MOST BENEFICIAL OPTION FOR THE ORGANIZATION. IF THE BOARD HAS REASON TO BELIEVE AN INTERESTED PERSON HAS FAILED TO DISCLOSE THE POTENTIAL CONFLICT, THE BOARD WILL INVESTIGATE FURTHER AND IF NECESSARY, TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER FEES : PROGRAM SERVICE EXPENSES 9,108. MANAGEMENT AND GENERAL EXPENSES 627. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,735.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0662860
IRS990/TotalAssetsEOYAmt0720574
IRS990/TotalAssetsGrp/BOYAmt0662860
IRS990/TotalAssetsGrp/EOYAmt0720574
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt027725
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08043
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt047832
IRS990/TotalFunctionalExpensesGrp/TotalAmt055875
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0662860
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0720574
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt047832
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt024467
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt052192
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0662860
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0720574
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0662860
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0720574
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 414
IRS990/USAddress/CityNm0CLAREMONT
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091711
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DON PATTISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09096251848
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLAREMONT SENIOR FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CLAR
ReturnHeader/Filer/EIN0204620284
ReturnHeader/Filer/PhoneNum09096251848
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 414
ReturnHeader/Filer/USAddress/CityNm0CLAREMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091711
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId023B560F2604D447D269FC674D84C486D1BE3EDFE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08E5C5D94518C4E9178AE6B9498F7E909C8B36A46
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02020-03-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm017:18:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02210 EAST ROUTE 66
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091740
ReturnHeader/PreparerPersonGrp/PhoneNum06268577300
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA HENTON
ReturnHeader/ReturnTs02020-03-24T17:18:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$720,574
Liabilities
$0
Net assets
$720,574
Revenue
$52,192
Expenses
$55,875
Net income
-$3,683
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.50$0.00$9.50$0.76$0.51$0.25
2023Detailed filing. Detailed filing data is available for this year.$9.04$0.00$9.04$0.43$0.10$0.33
2022Detailed filing. Detailed filing data is available for this year.$8.01$0.00$8.01$0.47$0.20$0.27
2021Detailed filing. Detailed filing data is available for this year.$9.15$0.00$9.15$0.91$0.20$0.71
2020Detailed filing. Detailed filing data is available for this year.$8.03$0.00$8.03$0.45$0.24$0.21
2019Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$0.59$0.52$0.06
2018Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.46$0.62$0.16
2017Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$0.52$0.56$0.04
2016Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.33$0.36$0.03
2015Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$0.18$0.23$0.05
2014Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$0.32$0.25$0.06
2013Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.29$0.23$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.53$0.00$5.53$0.23
2011Summary only. Only limited summary data is available for this year.$5.25$0.00$5.25$0.32$0.25$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.31$0.00$5.31$0.40