Civic Intelligence

Kiwanis Club of Tustin Foundation

EIN 20-8135778 • 501(c)3 • Tustin, CA

Profile

Support local charities and youth programs

P O Box 514Tustin, CA 92781

www.tustinkiwanis.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2016

Net Margin

29th percentile

-11%

Higher net margin than 29% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

21st percentile

-44%

Faster asset growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$7,434

Down $16,171 (-69%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$7,434

Down $16,171 (-69%) from 2014

Operations
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Up

$37,343

Up $10,246 (+38%) from 2014

Expenses

Up

$41,574

Up $11,084 (+36%) from 2014

Net Income

Down

-$4,231

Down $838 (-25%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2012: $26,998Liabilities 2012: $02012Assets 2013: $26,998Liabilities 2013: $02013Assets 2014: $23,605Net Assets 2014: $23,6052014Assets 2016: $7,434Net Assets 2016: $7,4342016

Highlighted filing

2016

Assets$7,434
Liabilities-
Net Assets$7,434
Open 2016 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2012: $50,813Expenses 2012: $23,815Net Income 2012: $26,9982012Revenue 2013: $50,813Expenses 2013: $23,815Net Income 2013: $26,9982013Revenue 2014: $27,097Expenses 2014: $30,490Net Income 2014: -$3,3932014Revenue 2016: $37,343Expenses 2016: $41,574Net Income 2016: -$4,2312016

Highlighted filing

2016

Revenue$37,343
Expenses$41,574
Net Income-$4,231
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$7,434
Liabilities
-
Net assets
$7,434
Revenue
$37,343
Expenses
$41,574
Net income
-$4,231
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$7.43$7.43$37.3$41.6$4.23
2014Detailed filing. Detailed filing data is available for this year.$23.6$23.6$27.1$30.5$3.39
2013Summary only. Only limited summary data is available for this year.$27.0$0.00$50.8$23.8$27.0
2012Summary only. Only limited summary data is available for this year.$27.0$0.00$50.8$23.8$27.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Nov 18, 2016
Return Version
2015v2.1
Gross Receipts
$80,370
Mission and Program Overview

Mission

Support local charities and youth programs

Program Services

DescriptionGrantsExpenses
SUPPORT KEY CLUBS AND INSTILL A DESIRE FOR SERVICE IN YOUTH-$10,810
YOUNG OF THE MONTH PROGRAM-$2,712
SUPPORT VARIOUS LOCAL CHARITIES-$2,711
0--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE HORANPresident-$0--
GREG FORSDICKSecretary-$0--
DONALD G BERKHEIMERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$55,444$55,444$28,329$27,115
Total Events$55,444$55,444$28,329$27,115
Filing and Contact Details

Filer

Filer Name
Kiwanis Club of Tustin Foundation
EIN
20-8135778
Phone
7148383688
Address
P O BOX 514, TUSTIN, CA 92781

Signing Officer

Name
Donald G Berkheimer
Title
Treasurer
Phone
7148383688
Signed
2016-11-18
Discuss with paid preparer
Yes

Preparer

Firm
Donald G Berkheimer CPA
Address
2362 SABLE TREE CIRCLE, TUSTIN, CA 92780
Preparer
Donald G Berkheimer
Phone
7148383688
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Eliminate neonatal tetnus; charity; kiwanis foundation: 3636 woodview trace, indianapolis, in, 46268”

Form 990EZ, Part I, Line 10

“Pathways to independence; charity; pathways to independence: p o box 43, los alamitos, ca, 90720; no”

Form 990EZ, Part I, Line 10

“Compassion; charity; john wayne cancer institute: 2200 santa monica blvd, santa monica, ca, 90404; n”

Form 990EZ, Part I, Line 10

“Walk to school and santa cop programs; charity; city of tustin: 300 centenial way, tustin, ca, 92780”

Form 990EZ, Part I, Line 10

“Adopt a social worker; charity; county of orange: 405 w fifth st, santa ana, ca, 92701; none, christ”

Form 990EZ, Part I, Line 10

“Other; charity; other: small amounts, tustin, ca, 92780; none, 2972.”

Form 990EZ, Part I, Line 16

“Young man of the month program 2712.”

Form 990EZ, Part I, Line 16

“Sponsored youth key clubs 2810.”

Form 990EZ, Part I, Line 16

“SCHOLARSHIPS 8000.”

Form 990EZ, Part I, Line 16

“Administrative expenses 3341.”

Raw XML Appendix168 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0DONALD G BERKHEIMER
IRS990EZ/BooksInCareOfDetail/PhoneNum07148383688
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02362 SABLE TREE CIR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TUSTIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092780
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011665
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07434
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08981
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4231
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011665
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07434
IRS990EZ/FundraisingGrossIncomeAmt071389
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt024711
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt080370
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011665
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07434
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MIKE HORAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GREG FORSDICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONALD G BERKHEIMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016863
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT LOCAL CHARITIES AND YOUTH PROGRAMS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0YOUNG OF THE MONTH PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT KEY CLUBS AND INSTILL A DESIRE FOR SERVICE IN YOUTH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT VARIOUS LOCAL CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02712
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110810
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22711
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt043027
IRS990EZ/SpecialEventsNetIncomeLossAmt028362
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041574
IRS990EZ/TotalProgramServiceExpensesAmt016233
IRS990EZ/TotalRevenueAmt037343
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.TUSTINKIWANIS.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08981
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03882
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04061
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034733
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012559
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt064216
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt062408
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08641
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt040868
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt027670
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt034391
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0173978
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0238194
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071389
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt012523
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044929
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062403
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046950
IRS990ScheduleA/Total509Grp/TotalAmt0238194
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0238194
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028329
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt055444
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055444
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt055444
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055444
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027115
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028329
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt028329
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ELIMINATE NEONATAL TETNUS; CHARITY; KIWANIS FOUNDATION: 3636 WOODVIEW TRACE, INDIANAPOLIS, IN, 46268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PATHWAYS TO INDEPENDENCE; CHARITY; PATHWAYS TO INDEPENDENCE: P O BOX 43, LOS ALAMITOS, CA, 90720; NO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPASSION; CHARITY; JOHN WAYNE CANCER INSTITUTE: 2200 SANTA MONICA BLVD, SANTA MONICA, CA, 90404; N
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WALK TO SCHOOL AND SANTA COP PROGRAMS; CHARITY; CITY OF TUSTIN: 300 CENTENIAL WAY, TUSTIN, CA, 92780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADOPT A SOCIAL WORKER; CHARITY; COUNTY OF ORANGE: 405 W FIFTH ST, SANTA ANA, CA, 92701; NONE, CHRIST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER; CHARITY; OTHER: SMALL AMOUNTS, TUSTIN, CA, 92780; NONE, 2972.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6YOUNG MAN OF THE MONTH PROGRAM 2712.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SPONSORED YOUTH KEY CLUBS 2810.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SCHOLARSHIPS 8000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ADMINISTRATIVE EXPENSES 3341.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD G BERKHEIMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07148383688
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KIWANIS CLUB OF TUSTIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KIWA
ReturnHeader/Filer/EIN0208135778
ReturnHeader/Filer/PhoneNum07148383688
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 514
ReturnHeader/Filer/USAddress/CityNm0TUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092781
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DONALD G BERKHEIMER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02362 SABLE TREE CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092780
ReturnHeader/PreparerPersonGrp/PhoneNum07148383688
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD G BERKHEIMER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-18T15:28:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

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