Civic Intelligence

Bay Area Friendship Circle

990 • Fiscal year 2015 • EIN 20-4889813

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 09, 2016

3900 Fabian WayPalo Alto, CA 94303

(650) 858-6990

Siviq Scores

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

Liabilities / Assets

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

84th percentile

28%

Higher net margin than 84% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

87th percentile

43%

Faster asset growth than 87% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

72nd percentile

18%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$525,840

Up $157,699 (+43%) from 2014

Net Assets

Up

$519,272

Up $154,067 (+42%) from 2014

Liabilities

Up

$6,568

Up $3,632 (+124%) from 2014

Revenue

Up

$540,910

Up $83,209 (+18%) from 2014

Expenses

Up

$386,843

Up $11,687 (+3.1%) from 2014

Net Income

Up

$154,067

Up $71,522 (+87%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $203,298Liabilities 2010: $9,333Net Assets 2010: $193,9652010Assets 2011: $215,316Liabilities 2011: $2,8382011Assets 2012: $220,733Liabilities 2012: $3,908Net Assets 2012: $216,8252012Assets 2013: $288,250Liabilities 2013: $5,590Net Assets 2013: $282,6602013Assets 2014: $368,141Liabilities 2014: $2,936Net Assets 2014: $365,2052014Assets 2015: $525,840Liabilities 2015: $6,568Net Assets 2015: $519,2722015Assets 2016: $537,334Liabilities 2016: $8,599Net Assets 2016: $528,7352016Assets 2017: $756,353Liabilities 2017: $4,676Net Assets 2017: $751,6772017Assets 2018: $242,829Liabilities 2018: $93,866Net Assets 2018: $148,9632018Assets 2019: $284,684Liabilities 2019: $90,150Net Assets 2019: $194,5342019Assets 2020: $372,096Liabilities 2020: $110,690Net Assets 2020: $261,4062020Assets 2021: $615,870Liabilities 2021: $249,809Net Assets 2021: $366,0612021Assets 2022: $660,173Liabilities 2022: $168,509Net Assets 2022: $491,6642022Assets 2023: $865,922Liabilities 2023: $158,275Net Assets 2023: $707,6472023Assets 2024: $871,602Liabilities 2024: $179,873Net Assets 2024: $691,7292024

Highlighted filing

2015

Assets$525,840
Liabilities$6,568
Net Assets$519,272

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $271,9372010Revenue 2011: $174,973Expenses 2011: $156,460Net Income 2011: $18,5132011Revenue 2012: $329,204Expenses 2012: $324,857Net Income 2012: $4,3472012Expenses 2013: $376,5082013Revenue 2014: $457,701Expenses 2014: $375,156Net Income 2014: $82,5452014Revenue 2015: $540,910Expenses 2015: $386,843Net Income 2015: $154,0672015Revenue 2016: $429,277Expenses 2016: $419,814Net Income 2016: $9,4632016Revenue 2017: $735,172Expenses 2017: $512,230Net Income 2017: $222,9422017Revenue 2018: $593,032Expenses 2018: $1,195,746Net Income 2018: -$602,7142018Revenue 2019: $543,458Expenses 2019: $497,887Net Income 2019: $45,5712019Revenue 2020: $525,221Expenses 2020: $458,349Net Income 2020: $66,8722020Revenue 2021: $556,849Expenses 2021: $452,194Net Income 2021: $104,6552021Revenue 2022: $664,694Expenses 2022: $539,091Net Income 2022: $125,6032022Revenue 2023: $730,112Expenses 2023: $514,129Net Income 2023: $215,9832023Revenue 2024: $776,873Expenses 2024: $707,675Net Income 2024: $69,1982024

Highlighted filing

2015

Revenue$540,910
Expenses$386,843
Net Income$154,067
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 9, 2016
Return Version
2014v6.0
Gross Receipts
$555,183
Mission and Program Overview

Mission

To provide assistance and support to the families of children with special needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$365,205$519,272▲ $154,067
Savings and Temporary Cash Investments$157,523$456,237▲ $298,714
Other Notes and Loans Receivable, Net$50,000$50,000→ $0
Cash and Non-Interest-Bearing Accounts$157,709$17,797▼ $139,912
Land, Buildings, and Equipment, Net$2,909$976▼ $1,933
Pledges and Grants Receivable-$30-
Accounts Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$368,141$525,840▲ $157,699
Other Assets Total-$800-
Liabilities
Other Liabilities$2,936$6,568▲ $3,632
Total Liabilities$2,936$6,568▲ $3,632
Net Assets / Fund Balance
Total Net Assets Fund Balance$365,205$519,272▲ $154,067
Total Liabilities and Net Assets / Fund Balance$368,141$525,840▲ $157,699

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,923$15,186$19,109
Other Land Buildings$-2,947$6,413$3,466
Compensation and Service Providers

Board Members and Trustees

NameTitle
Yosef LevinPresident
DENA LevinSecretary
Doron Aryeh KellerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$501,466
Program Service Revenue
$53,669
Investment Income
$48
Other Revenue
$-14,273
All Other Contributions
$320,713
Change in Net Assets
$154,067
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$244,706
Salaries, Compensation, and Employee Benefits$141,560
Grants and Similar Amounts Paid$577
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$90,855$30,285-$121,140
All Other Expenses$19,928$13,173-$33,101
Occupancy$19,797$6,599-$26,396
Fees for Services Other$10,368$940-$11,308
Payroll Taxes$8,304$2,768-$11,072
Other Expenses$7,201$2,400-$9,601
Other Employee Benefits$7,011$2,337-$9,348
Travel$2,973$4,697-$7,670
Insurance$2,935$361-$3,296
Information Technology$2,407$802-$3,209
Advertising-$2,141-$2,141
Depreciation Depletion$1,450$483-$1,933
Fees for Services Accounting-$1,725-$1,725
Grants to Domestic Orgs$577--$577
Office Expenses-$522-$522
Total Functional Expenses$284,508$102,335$0$386,843
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,273
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-a-thon$104,848-$11,250-
Total Events$104,848-$14,273$-14,273
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$3,837
Payroll Liabilities$2,731
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Dena levin is the daughter of yosef levin.

Form 990, Part VI, Line 11B: Form 990 Review Process

The form 990 is reviewed by dena levin, secretary of the organization.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Bay Area Friendship Circle
EIN
20-4889813
Phone
6508586990
Address
3900 FABIAN WAY, PALO ALTO, CA 94303

Signing Officer

Name
DENA Levin
Title
Secretary
Signed
2016-03-09
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
5
Volunteers
150

Preparer

Firm
Katz Khayut & Stroll Llp
Address
4929 WILSHIRE BLVD STE 985, LOS ANGELES, CA 90010-3898
Preparer
Mitchell a Katz
Phone
3239362777
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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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IRS990/Desc0provide friends and companions for children with special needs and to teach compassion and inclusion to children in a general educational environment. Teenage volunteers visit the children at home once a week. The child gains a special friend while the parents are given a much needed respite. The volunteers themselves become empowered and enriched as their own moral character grows through their service.
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0242508
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt01105119
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0501466
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0425412
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0402562
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0466956
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0349324
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02145720
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt048
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt098
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0273
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0377
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0836
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt053669
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt044431
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt053439
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059168
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt034994
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0245701
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt048
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt098
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0273
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0377
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0836
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.53770
IRS990ScheduleA/PublicSupportPY509Pct00.46450
IRS990ScheduleA/PublicSupportTotal509Amt01286302
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0108848
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0221467
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0218563
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0313733
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0242508
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01105119
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0555135
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0469843
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0456001
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0526124
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0384318
IRS990ScheduleA/Total509Grp/TotalAmt02391421
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0555183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0469883
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0456099
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0526397
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0384695
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02392257
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt03923
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015186
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019109
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-2947
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06413
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03466
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03837
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12731
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0976
IRS990ScheduleD/TotalLiabilityAmt06568
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0104848
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0104848
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014273
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01698
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01698
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALK-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0675
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0675
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0104848
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0104848
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-14273
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011250
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011250
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0650
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0650
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DENA LEVIN IS THE DAUGHTER OF YOSEF LEVIN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY DENA LEVIN, SECRETARY OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0368141
IRS990/TotalAssetsEOYAmt0525840
IRS990/TotalAssetsGrp/BOYAmt0368141
IRS990/TotalAssetsGrp/EOYAmt0525840

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.18$0.69$0.78$0.71$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.16$0.71$0.73$0.51$0.22
2022Detailed filing. Detailed filing data is available for this year.$0.66$0.17$0.49$0.66$0.54$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.62$0.25$0.37$0.56$0.45$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.37$0.11$0.26$0.53$0.46$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.28$0.09$0.19$0.54$0.50$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.24$0.09$0.15$0.59$1.20$0.60
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.75$0.74$0.51$0.22
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.01$0.53$0.43$0.42$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.53$0.01$0.52$0.54$0.39$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.46$0.38$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.01$0.28$0.38
2012Summary only. Only limited summary data is available for this year.$0.22$0.00$0.22$0.33$0.32$0.00
2011Summary only. Only limited summary data is available for this year.$0.22$0.00$0.17$0.16$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.01$0.19$0.27