Civic Intelligence

Citrus Heights Kiwanis Foundation

990EZ • Fiscal year 2021 • EIN 20-5805218

Oct 01, 2020 to Sep 30, 2021 • Filed on Dec 23, 2021

Organization ProfileN/A
7840 Madison Ave No 154Fair Oaks, CA 95628

(916) 722-1040

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

54th percentile

8.7%

Faster asset growth than 54% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-62%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$30,411

Up $2,440 (+8.7%) from 2020

Net Assets

Up

$30,411

Up $2,440 (+8.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin100th percentile

Revenue

Down

$2,440

Down $3,954 (-62%) from 2020

Expenses

Down

$0

Down $140 (-100%) from 2020

Net Income

Down

$2,440

Down $3,814 (-61%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$150K$100K$50K$0Assets 2011: $12,129Liabilities 2011: $02011Assets 2012: $13,609Liabilities 2012: $02012Assets 2013: $14,660Liabilities 2013: $02013Assets 2014: $16,532Liabilities 2014: $0Net Assets 2014: $16,5322014Assets 2015: $17,436Liabilities 2015: $0Net Assets 2015: $17,4362015Assets 2016: $18,465Liabilities 2016: $0Net Assets 2016: $18,4652016Assets 2017: $19,925Liabilities 2017: $0Net Assets 2017: $19,9252017Assets 2018: $20,611Liabilities 2018: $0Net Assets 2018: $20,6112018Assets 2019: $21,956Liabilities 2019: $0Net Assets 2019: $21,9562019Assets 2020: $27,971Liabilities 2020: $0Net Assets 2020: $27,9712020Assets 2021: $30,411Liabilities 2021: $0Net Assets 2021: $30,4112021Assets 2022: $27,906Liabilities 2022: $0Net Assets 2022: $27,9062022Assets 2023: $28,967Liabilities 2023: $0Net Assets 2023: $28,9672023Assets 2024: $108,127Liabilities 2024: $1,121Net Assets 2024: $107,0062024Assets 2025: $120,524Liabilities 2025: $1,389Net Assets 2025: $119,1352025

Highlighted filing

2021

Assets$30,411
Liabilities$0
Net Assets$30,411
Open 2021 Filing

Operations Trend

Revenue Growth13th percentile

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

$150K$100K$50K$0Revenue 2011: $1,127Expenses 2011: $25Net Income 2011: $1,1022011Revenue 2012: $1,480Expenses 2012: $0Net Income 2012: $1,4802012Revenue 2013: $3,254Expenses 2013: $2,203Net Income 2013: $1,0512013Revenue 2014: $1,875Expenses 2014: $3Net Income 2014: $1,8722014Revenue 2015: $904Expenses 2015: $0Net Income 2015: $9042015Revenue 2016: $1,052Expenses 2016: $23Net Income 2016: $1,0292016Revenue 2017: $1,504Expenses 2017: $44Net Income 2017: $1,4602017Revenue 2018: $686Expenses 2018: $0Net Income 2018: $6862018Revenue 2019: $1,395Expenses 2019: $50Net Income 2019: $1,3452019Revenue 2020: $6,394Expenses 2020: $140Net Income 2020: $6,2542020Revenue 2021: $2,440Expenses 2021: $0Net Income 2021: $2,4402021Revenue 2022: $1,557Expenses 2022: $0Net Income 2022: $1,5572022Revenue 2023: $1,752Expenses 2023: $30Net Income 2023: $1,7222023Revenue 2024: $129,148Expenses 2024: $51,637Net Income 2024: $77,5112024Revenue 2025: $57,990Expenses 2025: $44,183Net Income 2025: $13,8072025

Highlighted filing

2021

Revenue$2,440
Expenses$0
Net Income$2,440
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Dec 23, 2021
Return Version
2020v4.1
Gross Receipts
$2,440
Mission and Program Overview

Mission

Support & promote charitable community activites related to youth

Program Services

DescriptionGrantsExpenses
CONTINUED TO PROMOTE ORGANIZATION AND ITS STATED GOAL OF BUILDING AN ENDOWMENT TO SUSTAIN LONG-TERM PROJECTS TO IMPROVE THE LIVES AND PROVIDE LEADERSHIP TRAINING OF OUR YOUTH.$0$0
MAINTAINED INDIVIDUAL DONATION PROGRAM THROUGH AFFILLATED KIWANIS CLUB$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM HOOPERPresident-$0--
JAMES PUTNAMTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Citrus Heights Kiwanis Foundation
EIN
20-5805218
Phone
9167221040
Address
7840 MADISON AVE NO 154, FAIR OAKS, CA 95628

Signing Officer

Name
James R Putnam
Title
Treasurer
Phone
9167221040
Signed
2021-12-23
Discuss with paid preparer
Yes

Preparer

Firm
Comprehensive Consulting Corp
Address
7840 MADISON AVE STE 154, FAIR OAKS, CA 95628
Preparer
James Putnam
Phone
9167221040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: ca muni interest. Amount: 662. Description: ca muni unrealized gain. Amount: 1,148. Total included on form 990-ez, line 4: 1,810.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: amazon prime program. Amount: 30.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: ca muni fund. Beg. Of year amount: 20,274. End of year amount: 22,084.”

Raw XML Appendix160 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES R PUTNAM
IRS990EZ/BooksInCareOfDetail/PhoneNum09167221040
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07840 MADISON AVE STE 154
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FAIR OAKS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095628
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07697
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08327
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0600
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt02440
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027971
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030411
IRS990EZ/GrossReceiptsAmt02440
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01810
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027971
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030411
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027971
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030411
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM HOOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES PUTNAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt020274
IRS990EZ/OtherAssetsTotalDetail/EOYAmt022084
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherRevenueTotalAmt030
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT & PROMOTE CHARITABLE COMMUNITY ACTIVITES RELATED TO YOUTH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTINUED TO PROMOTE ORGANIZATION AND ITS STATED GOAL OF BUILDING AN ENDOWMENT TO SUSTAIN LONG-TERM PROJECTS TO IMPROVE THE LIVES AND PROVIDE LEADERSHIP TRAINING OF OUR YOUTH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MAINTAINED INDIVIDUAL DONATION PROGRAM THROUGH AFFILLATED KIWANIS CLUB
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt02440
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0682
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0514
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01227
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0682
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0514
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01227
IRS990ScheduleA/InvestmentIncomeCYPct00.10920
IRS990ScheduleA/InvestmentIncomePYPct00.04980
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.89080
IRS990ScheduleA/PublicSupportPY509Pct00.95020
IRS990ScheduleA/PublicSupportTotal509Amt010010
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05860
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01375
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0675
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01500
IRS990ScheduleA/Total509Grp/TotalAmt010010
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01282
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06374
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01395
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0686
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01500
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CA MUNI INTEREST. AMOUNT: 662. DESCRIPTION: CA MUNI UNREALIZED GAIN. AMOUNT: 1,148. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 1,810.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: AMAZON PRIME PROGRAM. AMOUNT: 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CA MUNI FUND. BEG. OF YEAR AMOUNT: 20,274. END OF YEAR AMOUNT: 22,084.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R PUTNAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09167221040
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CITRUS HEIGHTS KIWANIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CITR
ReturnHeader/Filer/EIN0205805218
ReturnHeader/Filer/PhoneNum09167221040
ReturnHeader/Filer/USAddress/AddressLine1Txt07840 MADISON AVE NO 154
ReturnHeader/Filer/USAddress/CityNm0FAIR OAKS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095628
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942680754
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COMPREHENSIVE CONSULTING CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07840 MADISON AVE STE 154
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIR OAKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095628
ReturnHeader/PreparerPersonGrp/PhoneNum09167221040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES PUTNAM
ReturnHeader/ReturnTs02021-12-23T13:06:32-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PUTNAM
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,411
Liabilities
$0
Net assets
$30,411
Revenue
$2,440
Expenses
$0
Net income
$2,440
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.21$0.01$1.19$0.58$0.44$0.14
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.01$1.07$1.29$0.52$0.78
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.00$0.29$0.02$0.00$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.02$0.00$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.02$0.00$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.06$0.00$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.00$0.22$0.01$0.00$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.00$0.21$0.01$0.00$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.02$0.00$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.00$0.18$0.01$0.00$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.01$0.00$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.02$0.00$0.02
2013Summary only. Only limited summary data is available for this year.$0.15$0.00$0.03$0.02$0.01
2012Summary only. Only limited summary data is available for this year.$0.14$0.00$0.01$0.00$0.01
2011Summary only. Only limited summary data is available for this year.$0.12$0.00$0.01$0.00$0.01