Civic Intelligence

Fullerton Public Library Foundation

990 • Fiscal year 2020 • EIN 33-0502533

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization ProfileWWW.FULLERTONLIBRARYFOUNDATION.COM
353 W Commonwealth AveFullerton, CA 92832

(714) 738-3366

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

99th percentile

96%

Higher net margin than 99% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

99th percentile

407%

Faster asset growth than 99% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

100th percentile

2720%

Faster revenue growth than 100% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$5,610,097

Up $4,504,192 (+407%) from 2019

Net Assets

Up

$5,609,714

Up $4,704,156 (+519%) from 2019

Liabilities

Down

$383

Down $199,964 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin99th percentile

Revenue

Up

$4,547,978

Up $4,386,719 (+2720%) from 2019

Expenses

Up

$172,913

Up $115,155 (+199%) from 2019

Net Income

Up

$4,375,065

Up $4,271,564 (+4127%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $788,036Liabilities 2012: $0Net Assets 2012: $788,0362012Assets 2013: $727,766Liabilities 2013: $0Net Assets 2013: $727,7662013Assets 2014: $776,982Liabilities 2014: $0Net Assets 2014: $776,9822014Assets 2015: $718,698Liabilities 2015: $0Net Assets 2015: $718,6982015Assets 2016: $770,127Liabilities 2016: $0Net Assets 2016: $770,1272016Assets 2017: $835,688Liabilities 2017: $0Net Assets 2017: $835,6882017Assets 2018: $737,952Liabilities 2018: $0Net Assets 2018: $737,9522018Assets 2019: $1,105,905Liabilities 2019: $200,347Net Assets 2019: $905,5582019Assets 2020: $5,610,097Liabilities 2020: $383Net Assets 2020: $5,609,7142020Assets 2021: $5,796,381Liabilities 2021: $393Net Assets 2021: $5,795,9882021Assets 2022: $5,012,347Liabilities 2022: $653Net Assets 2022: $5,011,6942022Assets 2023: $5,352,608Liabilities 2023: $1,589Net Assets 2023: $5,351,0192023Assets 2024: $5,631,929Liabilities 2024: $5,414Net Assets 2024: $5,626,5152024

Highlighted filing

2020

Assets$5,610,097
Liabilities$383
Net Assets$5,609,714
Open 2020 Filing

Operations Trend

Revenue Growth100th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $20,6622012Revenue 2013: $48,425Expenses 2013: $201,317Net Income 2013: -$152,8922013Revenue 2014: $33,435Expenses 2014: $42,634Net Income 2014: -$9,1992014Revenue 2015: $51,498Expenses 2015: $21,068Net Income 2015: $30,4302015Revenue 2016: $44,249Expenses 2016: $23,893Net Income 2016: $20,3562016Revenue 2017: $43,126Expenses 2017: $58,663Net Income 2017: -$15,5372017Revenue 2018: $94,306Expenses 2018: $85,548Net Income 2018: $8,7582018Revenue 2019: $161,259Expenses 2019: $57,758Net Income 2019: $103,5012019Revenue 2020: $4,547,978Expenses 2020: $172,913Net Income 2020: $4,375,0652020Revenue 2021: $385,608Expenses 2021: $108,844Net Income 2021: $276,7642021Revenue 2022: $241,529Expenses 2022: $99,898Net Income 2022: $141,6312022Revenue 2023: $236,015Expenses 2023: $249,780Net Income 2023: -$13,7652023Revenue 2024: $386,709Expenses 2024: $111,212Net Income 2024: $275,4972024

Highlighted filing

2020

Revenue$4,547,978
Expenses$172,913
Net Income$4,375,065
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$4,924,729
Mission and Program Overview

Mission

To provide supplemental financial support to the fullerton, california public library.

The mission of the fullerton public library foundation is to enrich the quality of the life of the people of fullerton by raising funds for the enhancement of the library. These funds shall be in supplement to, but not in place of, those provided by the city of fullerton.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$4,591,517-
Investments in Publicly Traded Securities$830,805$1,008,318▲ $177,513
Cash and Non-Interest-Bearing Accounts$263,838$10,262▼ $253,576
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,105,905$5,610,097▲ $4,504,192
Other Assets Total$11,262$0▼ $11,262
Liabilities
Other Liabilities$200,000--
Accounts Payable and Accrued Expenses$347$383▲ $36
Total Liabilities$200,347$383▼ $199,964
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$905,558$5,609,714▲ $4,704,156
Total Net Assets Fund Balance$905,558$5,609,714▲ $4,704,156
Total Liabilities and Net Assets / Fund Balance$1,105,905$5,610,097▲ $4,504,192
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
M Elizabeth OatesPresident
David LeeVice President
Joan MearsRec Secretary
Duncan JohnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$25,042
Program Service Revenue
$0
Investment Income
$4,522,936
Other Revenue
$0
All Other Contributions
$25,042
Change in Net Assets
$4,375,065
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$122,430
Grants and Similar Amounts Paid$39,788
Salaries, Compensation, and Employee Benefits$10,695
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$39,788--$39,788
Other Salaries and Wages-$9,720-$9,720
Fees for Services Legal-$6,661-$6,661
Fees for Services Accounting-$4,443-$4,443
Fees for Service Investment Mgmnt Fees-$3,917-$3,917
Other Expenses$1,049$1,049-$2,098
Advertising$1,140--$1,140
Insurance$508$508-$1,016
Payroll Taxes-$975-$975
All Other Expenses$40$716-$756
Office Expenses-$295-$295
Total Functional Expenses$52,025$120,888$0$172,913
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Fullerton Public LibraryFullerton, CA-Support Fullerton Public Library$39,788
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
Yes
Business relationship with 35% controlled entity
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
Yes
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 8: Explanation of No Contemporaneously Documentation of Meetings

“All committees of the organization must submit recommendations for approval of the board of directors. No committee has authority to act on behalf of the governing body.”

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

“The organization's board of directors review and approve the tax returns.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The organization has one employee who assists the administration of the organization. The organization does not compensate its officers or board of directors. No written policy or procedure for compensation is maintained. Hiring is approved by the board of directors with the best information available.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“All documents required to be disclosed by the organization are available upon request at the offices of the organization.”

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

“All documents required to be disclosed by the organization are available upon request at the offices of the organization.”

Filing and Contact Details

Filer

Filer Name
Fullerton Public Library Foundation
EIN
33-0502533
Phone
7147383366
Address
353 W COMMONWEALTH AVE, FULLERTON, CA 92832

Signing Officer

Name
M Elizabeth Oates
Title
President
Signed
2021-11-10
Discuss with paid preparer
Yes

Organization Details

Formed
1992
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
1
Volunteers
5

Preparer

Firm
Munson Eisenman & Giangrande LLP
Address
1501 E Orangethorpe Ave Suite 205, Fullerton, CA 92831
Preparer
Charles A Munson CPA
Phone
7144499909
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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/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024123
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021684
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/PublicSupportPY170Pct00.58290
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S BOARD OF DIRECTORS REVIEW AND APPROVE THE TAX RETURNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS ONE EMPLOYEE WHO ASSISTS THE ADMINISTRATION OF THE ORGANIZATION. THE ORGANIZATION DOES NOT COMPENSATE ITS OFFICERS OR BOARD OF DIRECTORS. NO WRITTEN POLICY OR PROCEDURE FOR COMPENSATION IS MAINTAINED. HIRING IS APPROVED BY THE BOARD OF DIRECTORS WITH THE BEST INFORMATION AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS REQUIRED TO BE DISCLOSED BY THE ORGANIZATION ARE AVAILABLE UPON REQUEST AT THE OFFICES OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DOCUMENTS REQUIRED TO BE DISCLOSED BY THE ORGANIZATION ARE AVAILABLE UPON REQUEST AT THE OFFICES OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0M ELIZABETH OATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330611128
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Munson Eisenman & Giangrande LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01501 E Orangethorpe Ave Suite 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fullerton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092831
ReturnHeader/PreparerPersonGrp/PhoneNum07144499909
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles A Munson CPA
ReturnHeader/ReturnTs02021-11-10T15:13:49-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0M ELIZABETH
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,610,097
Liabilities
$383
Net assets
$5,609,714
Revenue
$4,547,978
Expenses
$172,913
Net income
$4,375,065
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.63$0.01$5.63$0.39$0.11$0.28
2023Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.24$0.25$0.01
2022Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.24$0.10$0.14
2021Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.39$0.11$0.28
2020Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$4.55$0.17$4.38
2019Detailed filing. Detailed filing data is available for this year.$1.11$0.20$0.91$0.16$0.06$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.09$0.09$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.04$0.06$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.04$0.02$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.05$0.02$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.03$0.04$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.05$0.20$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.00$0.79$0.02