Civic Intelligence

The Steven E Haberfelde Foundation

990 • Fiscal year 2015 • EIN 26-3422762

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 05, 2015

18200 Johnson RoadBakersfield, CA 93314

(661) 589-1877

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

1st percentile

-389%

Higher net margin than 1% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

13th percentile

-9.9%

Faster asset growth than 13% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

4th percentile

-56%

Faster revenue growth than 4% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$1,258,240

Down $137,665 (-9.9%) from 2014

Net Assets

Down

$1,258,240

Down $137,665 (-9.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$48,899

Down $61,300 (-56%) from 2014

Expenses

Up

$239,154

Up $89,574 (+60%) from 2014

Net Income

Down

-$190,255

Down $150,874 (-383%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2014: $1,395,905Liabilities 2014: $0Net Assets 2014: $1,395,9052014Assets 2015: $1,258,240Liabilities 2015: $0Net Assets 2015: $1,258,2402015Assets 2016: $1,100,103Liabilities 2016: $0Net Assets 2016: $1,100,1032016Assets 2017: $1,149,970Liabilities 2017: $0Net Assets 2017: $1,149,9702017Assets 2018: $1,119,165Liabilities 2018: $0Net Assets 2018: $1,119,1652018Assets 2019: $1,109,848Liabilities 2019: $0Net Assets 2019: $1,109,8482019Assets 2020: $975,722Liabilities 2020: $0Net Assets 2020: $975,7222020Assets 2021: $872,742Liabilities 2021: $0Net Assets 2021: $872,7422021Assets 2022: $0Net Assets 2022: $02022

Highlighted filing

2015

Assets$1,258,240
Liabilities$0
Net Assets$1,258,240

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2014: $110,199Expenses 2014: $149,580Net Income 2014: -$39,3812014Revenue 2015: $48,899Expenses 2015: $239,154Net Income 2015: -$190,2552015Revenue 2016: $12,017Expenses 2016: $56,398Net Income 2016: -$44,3812016Revenue 2017: $6,448Expenses 2017: $101,006Net Income 2017: -$94,5582017Revenue 2018: $4,674Expenses 2018: $100,507Net Income 2018: -$95,8332018Revenue 2019: $35,212Expenses 2019: $55,275Net Income 2019: -$20,0632019Revenue 2020: $38,981Expenses 2020: $111,187Net Income 2020: -$72,2062020Revenue 2021: $68,460Expenses 2021: $239,177Net Income 2021: -$170,7172021Revenue 2022: $7,349Expenses 2022: $787,938Net Income 2022: -$780,5892022

Highlighted filing

2015

Revenue$48,899
Expenses$239,154
Net Income-$190,255
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 5, 2015
Return Version
2014v5.0
Gross Receipts
$326,820
Mission and Program Overview

Mission

To raise money and donate it to the m.a.r.e. Riding center in bakersfield, california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,395,905$1,258,240▼ $137,665
Rtn Earn Endowment Incm Other Fnds$1,395,905$1,258,240▼ $137,665
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants 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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,395,905$1,258,240▼ $137,665
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,395,905$1,258,240▼ $137,665
Total Liabilities and Net Assets / Fund Balance$1,395,905$1,258,240▼ $137,665
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rebecca WegmanPresident
Phil GaskillVice President
Deborah DurkanBoard Member
Diane HopkinsBoard Member
Larry ParkerBoard Member
Richard MonjeBoard Member
Laura WolfeSecretary
Diana OwensTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$48,899
Other Revenue
$0
Change in Net Assets
$-190,255
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$227,500
Other Expenses$11,654
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$227,500--$227,500
Fees for Service Investment Mgmnt Fees$7,262--$7,262
Fees for Services Accounting$4,173--$4,173
Fees for Services Other$159--$159
Other Expenses$60--$60
Total Functional Expenses$239,154$0$0$239,154
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
MARE Riding CenterBakersfield, CA501(c)(3)Scholarships for MARE Riders$227,500
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

No review was or will be conducted.

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

Available upon request

Filing and Contact Details

Filer

Filer Name
The Steven E Haberfelde Foundation
EIN
26-3422762
Phone
6615891877
Address
18200 JOHNSON ROAD, BAKERSFIELD, CA 93314

Signing Officer

Name
Rebecca Wegman
Title
President
Signed
2015-11-05
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Brown Armstrong Accountancy Corporation
Address
4200 TRUXTUN AVE STE 300, BAKERSFIELD, CA 93309-0668
Preparer
Diane L White
Phone
6613244971
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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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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt033087
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt018362
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Scholarships for MARE Riders
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MARE Riding Center
IRS990ScheduleI/RecipientTable/RecipientEIN0770297678
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt018200 Johnson Road
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Bakersfield
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093314
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotalAssetsBOYAmt01395905
IRS990/TotalAssetsEOYAmt01258240
IRS990/TotalAssetsGrp/BOYAmt01395905
IRS990/TotalAssetsGrp/EOYAmt01258240
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0239154
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt048899
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01395905
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01258240
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rebecca Wegman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Steven E Haberfelde Foundation
ReturnHeader/Filer/BusinessNameControlTxt0STEV
ReturnHeader/Filer/EIN0263422762
ReturnHeader/Filer/PhoneNum06615891877
ReturnHeader/Filer/USAddress/AddressLine1Txt018200 JOHNSON ROAD
ReturnHeader/Filer/USAddress/CityNm0BAKERSFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093314
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWN ARMSTRONG ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04200 TRUXTUN AVE STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BAKERSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0933090668
ReturnHeader/PreparerPersonGrp/PhoneNum06613244971
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diane L White
ReturnHeader/ReturnTs02015-11-05T09:30:20-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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