Civic Intelligence

Fullerton Public Library Foundation

990 • Fiscal year 2023 • EIN 33-0502533

Jan 01, 2023 to Dec 31, 2023 • Filed on May 23, 2024

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

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

12th percentile

0.01x

Higher debt load relative to revenue than 12% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

26th percentile

-5.8%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

54th percentile

6.8%

Faster asset growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

34th percentile

-2.3%

Faster revenue growth than 34% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$5,352,608

Up $340,261 (+6.8%) from 2022

Net Assets

Up

$5,351,019

Up $339,325 (+6.8%) from 2022

Liabilities

Up

$1,589

Up $936 (+143%) from 2022

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin26th percentile

Revenue

Down

$236,015

Down $5,514 (-2.3%) from 2022

Expenses

Up

$249,780

Up $149,882 (+150%) from 2022

Net Income

Down

-$13,765

Down $155,396 (-110%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2023

Assets$5,352,608
Liabilities$1,589
Net Assets$5,351,019
Open 2023 Filing

Operations Trend

Revenue Growth34th 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

2023

Revenue$236,015
Expenses$249,780
Net Income-$13,765
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 23, 2024
Return Version
2023v5.0
Gross Receipts
$236,015
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
Investments in Publicly Traded Securities$4,932,100$5,170,025▲ $237,925
Savings and Temporary Cash Investments$74,864$176,870▲ $102,006
Cash and Non-Interest-Bearing Accounts$5,383$5,713▲ $330
Total Assets$5,012,347$5,352,608▲ $340,261
Liabilities
Other Liabilities$0$952▲ $952
Accounts Payable and Accrued Expenses$653$637▼ $16
Total Liabilities$653$1,589▲ $936
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,011,694$5,351,019▲ $339,325
Total Net Assets Fund Balance$5,011,694$5,351,019▲ $339,325
Total Liabilities and Net Assets / Fund Balance$5,012,347$5,352,608▲ $340,261
Compensation and Service Providers
Top Officer Pay22nd 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
$30,475
Program Service Revenue
$0
Investment Income
$205,540
Other Revenue
$0
All Other Contributions
$30,475
Change in Net Assets
$-13,765
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$186,093
Grants and Similar Amounts Paid$51,740
Salaries, Compensation, and Employee Benefits$11,947
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$51,740--$51,740
Other Salaries and Wages$10,530--$10,530
Other Expenses$10,297--$10,297
Fees for Services Accounting$6,970--$6,970
All Other Expenses$2,081--$2,081
Payroll Taxes$1,417--$1,417
Insurance$456--$456
Information Technology$375--$375
Office Expenses$226--$226
Travel$118--$118
Total Functional Expenses$249,780$0$0$249,780
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Fullerton Public LibraryFullerton, CA-Support Fullerton Public Library$51,740
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Cards$952
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, Section A, line 8B

“Line 8 Explanation - 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, Section B, line 11B

“Line 11b Explanation - The Organization's Board of Directors review and approve the Tax returns.”

Form 990, Part VI, Section B, line 15A

“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 the compensation is maintained. Hiring is approved by the Board of Directors with the best information available.”

Form 990, Part VI, Section C, line 18

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

Form 990, Part VI, Section C, line 19

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

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Duncan johnson - 353 w commonwealth ave, fullerton, ca 92832-1710. Joan mears - 353 w commonwealth ave, fullerton, ca 92832. M. Elizabeth oates - 353 w commonwealth ave, fullerton, ca 92832. David lee - 353 w commonwealth ave, fullerton, ca 92832.”

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
Phone
7147383366
Signed
2024-05-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
M Elizabeth Oates
Formed
1992
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
1
Volunteers
5

Preparer

Firm
Munson Eisenman Group LLP CPAs
Address
1501 E Orangethorpe Ave Ste 210, Fullerton, CA 92831
Preparer
Charles A Munson CPA
Phone
7144499909
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

“Endowment funds are used to financially support the Fullerton, California Public Library Programs and facilities.”

Raw XML Appendix363 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.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Endowment funds are used to financially support the Fullerton, California Public Library Programs and facilities.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0A designated committee of the organization monitors the investment management of the funds with the assistance of a professional financial advisor. 5% of the year end value of the endowment funds is generally provided as a grant to the Fullerton Public Library.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line 8 Explanation - 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Line 11b Explanation - The 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 the 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/ExplanationTxt5DUNCAN JOHNSON - 353 W COMMONWEALTH AVE, FULLERTON, CA 92832-1710. JOAN MEARS - 353 W COMMONWEALTH AVE, FULLERTON, CA 92832. M. ELIZABETH OATES - 353 W COMMONWEALTH AVE, FULLERTON, CA 92832. DAVID LEE - 353 W COMMONWEALTH AVE, FULLERTON, CA 92832.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VII Contact Addresses for Officers, Directors, Etc
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05012347
IRS990/TotalAssetsEOYAmt05352608
IRS990/TotalAssetsGrp/BOYAmt05012347
IRS990/TotalAssetsGrp/EOYAmt05352608
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt030475
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0249780
IRS990/TotalFunctionalExpensesGrp/TotalAmt0249780
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0653
IRS990/TotalLiabilitiesEOYAmt01589
IRS990/TotalLiabilitiesGrp/BOYAmt0653
IRS990/TotalLiabilitiesGrp/EOYAmt01589
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05011694
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05351019
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0249780
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0205540
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0236015
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05012347
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05352608
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0118
IRS990/TravelGrp/TotalAmt0118
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0353 W Commonwealth Ave
IRS990/USAddress/CityNm0Fullerton
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092832
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.FULLERTONLIBRARYFOUNDATION.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0M Elizabeth Oates
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07147383366
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fullerton Public Library Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FULL
ReturnHeader/Filer/EIN0330502533
ReturnHeader/Filer/PhoneNum07147383366
ReturnHeader/Filer/USAddress/AddressLine1Txt0353 W Commonwealth Ave
ReturnHeader/Filer/USAddress/CityNm0Fullerton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092832
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330611128
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Munson Eisenman Group LLP CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01501 E Orangethorpe Ave Ste 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fullerton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092831
ReturnHeader/PreparerPersonGrp/PhoneNum07144499909
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles A Munson CPA
ReturnHeader/ReturnTs02024-05-31T15:52:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Elizabeth Oates
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,352,608
Liabilities
$1,589
Net assets
$5,351,019
Revenue
$236,015
Expenses
$249,780
Net income
-$13,765
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