Civic Intelligence

Desert Forum Inc.

990 • Fiscal year 2016 • EIN 33-0716569

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 15, 2016

Organization ProfileWWW.DESERTTOWNHALL.ORG

View Organization Page

45-200 Club DriveIndian Wells, CA 92210

(760) 610-2852

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.61x

Higher debt load relative to assets than 83% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

0.81x

Higher debt load relative to revenue than 83% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

57th percentile

4.6%

Higher net margin than 57% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

73rd percentile

$110,000

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

31st percentile

-4.5%

Faster revenue growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$1,975,951

Up $206,964 (+12%) from 2015

Net Assets

Up

$769,371

Up $67,543 (+9.6%) from 2015

Liabilities

Up

$1,206,580

Up $139,421 (+13%) from 2015

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin57th percentile

Revenue

Down

$1,482,752

Down $70,038 (-4.5%) from 2015

Expenses

Up

$1,415,209

Up $103,516 (+7.9%) from 2015

Net Income

Down

$67,543

Down $173,554 (-72%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $866,635Liabilities 2013: $586,094Net Assets 2013: $280,5412013Assets 2014: $1,250,928Liabilities 2014: $790,197Net Assets 2014: $460,7312014Assets 2015: $1,768,987Liabilities 2015: $1,067,159Net Assets 2015: $701,8282015Assets 2016: $1,975,951Liabilities 2016: $1,206,580Net Assets 2016: $769,3712016Assets 2017: $2,291,414Liabilities 2017: $1,283,573Net Assets 2017: $1,007,8412017Assets 2018: $2,643,630Liabilities 2018: $1,357,819Net Assets 2018: $1,285,8112018Assets 2019: $2,962,313Liabilities 2019: $1,246,691Net Assets 2019: $1,715,6222019Assets 2020: $2,416,525Liabilities 2020: $718,419Net Assets 2020: $1,698,1062020Assets 2021: $2,466,326Liabilities 2021: $741,665Net Assets 2021: $1,724,6612021Assets 2022: $2,550,574Liabilities 2022: $909,742Net Assets 2022: $1,640,8322022Assets 2023: $2,767,294Liabilities 2023: $1,146,605Net Assets 2023: $1,620,6892023Assets 2024: $2,935,601Liabilities 2024: $1,095,946Net Assets 2024: $1,839,6552024Assets 2025: $2,663,254Liabilities 2025: $995,908Net Assets 2025: $1,667,3462025

Highlighted filing

2016

Assets$1,975,951
Liabilities$1,206,580
Net Assets$769,371
Open 2016 Filing

Operations Trend

Revenue Growth31st percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2013: $1,211,2692013Revenue 2014: $1,365,788Expenses 2014: $1,185,598Net Income 2014: $180,1902014Revenue 2015: $1,552,790Expenses 2015: $1,311,693Net Income 2015: $241,0972015Revenue 2016: $1,482,752Expenses 2016: $1,415,209Net Income 2016: $67,5432016Revenue 2017: $1,691,620Expenses 2017: $1,453,150Net Income 2017: $238,4702017Revenue 2018: $1,707,434Expenses 2018: $1,443,098Net Income 2018: $264,3362018Revenue 2019: $1,743,007Expenses 2019: $1,342,263Net Income 2019: $400,7442019Revenue 2020: $932,859Expenses 2020: $1,006,769Net Income 2020: -$73,9102020Revenue 2021: $82,852Expenses 2021: $335,596Net Income 2021: -$252,7442021Revenue 2022: $1,660,096Expenses 2022: $1,556,309Net Income 2022: $103,7872022Revenue 2023: $1,501,209Expenses 2023: $1,602,611Net Income 2023: -$101,4022023Revenue 2024: $1,576,962Expenses 2024: $1,553,888Net Income 2024: $23,0742024Revenue 2025: $1,569,596Expenses 2025: $1,879,752Net Income 2025: -$310,1562025

Highlighted filing

2016

Revenue$1,482,752
Expenses$1,415,209
Net Income$67,543
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 15, 2016
Return Version
2015v2.0
Gross Receipts
$1,482,752
Mission and Program Overview

Mission

See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,099,891$1,443,034▲ $343,143
Savings and Temporary Cash Investments$250,792$251,144▲ $352
Prepaid Expenses and Deferred Charges$200,937$166,875▼ $34,062
Pledges and Grants Receivable$216,000$114,000▼ $102,000
Land, Buildings, and Equipment, Net$1,367$898▼ $469
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,768,987$1,975,951▲ $206,964
Other Assets Total-$0-
Liabilities
Deferred Revenue$1,060,751$1,205,050▲ $144,299
Accounts Payable and Accrued Expenses$6,408$1,530▼ $4,878
Total Liabilities$1,067,159$1,206,580▲ $139,421
Net Assets / Fund Balance
Unrestricted Net Assets$431,828$544,371▲ $112,543
Temporarily Rstr Net Assets$270,000$225,000▼ $45,000
Total Net Assets Fund Balance$701,828$769,371▲ $67,543
Total Liabilities and Net Assets / Fund Balance$1,768,987$1,975,951▲ $206,964

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$898$20,567$21,465
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Becky KurtzExecutive DirectorFT$110,000$110,000

Board Members and Trustees

NameTitle
Andy ClarkPresident
Brian S HarnikVice President
Judy VosslerVice President
Bill PowersDirector
Jerry FogelsonDirector
Mark WinklerDirector
Tim SullivanDirector
Tom TablerDirector
Phillip K Smith JrSecretary
Keith GoffTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
PFL Audio LLCAudio/Visual44-489 Town Center Way Ste D-434, Palm Desert, CA 92260$123,720
Revenue and Support

Revenue Composition

Contributions and Grants
$618,761
Program Service Revenue
$863,639
Investment Income
$352
Other Revenue
$0
All Other Contributions
$565,186
Change in Net Assets
$67,543

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$25,000
Other Non Cash Contri Table1$15,000
Other Non Cash Contri Table1$4,000
Other Non Cash Contri Table1$4,000
Total Noncash Contributions4$48,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,198,914
Salaries, Compensation, and Employee Benefits$216,295
Total Fundraising Expense$20,365
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$113,658-$4,153$113,658
Current Officers, Directors, Trustees, and Key Employees$110,000--$110,000
All Other Expenses$52,990$30,117$3,232$86,339
Other Salaries and Wages$53,387$18,154-$71,541
Advertising$50,958-$12,739$63,697
Occupancy$16,116$5,107-$21,223
Other Employee Benefits$16,015$1,779-$17,794
Fees for Services Accounting$6,004$11,150-$17,154
Payroll Taxes$13,671$1,519-$15,190
Office Expenses$5,047$4,900-$9,947
Insurance$6,074$1,503$241$7,818
Travel$1,066$3,199-$4,265
Pension Plan Contributions$1,593$177-$1,770
Depreciation Depletion$281$188-$469
Total Functional Expenses$1,317,051$77,793$20,365$1,415,209
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
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
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 11B: Form 990 Review Process

“The organization's form 990 is reviewed by the current executive director and by the organization's treasurer and president. Upon approval from the treasurer and president, the form 990 is signed by the authorized officer/director and mailed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Conflict of interest policy is reviewed and enforced by the board on an annual basis.”

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

“The board reviews compensation of all staff members.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The board reviews and approves the compensation of all staff members.”

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

“The organization makes its form 990 available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Desert Forum Inc
EIN
33-0716569
Phone
7606102852
Address
45-200 Club Drive, Indian Wells, CA 92210

Signing Officer

Name
Mr Andy Clark
Title
President
Signed
2016-12-15
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
3
Volunteers
37

Preparer

Firm
Nona S Solowitz CPA
Address
72185 Painters Path Suite C, Palm Desert, CA 92260-3916
Preparer
Nona S Solowitz
Phone
7604230133
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES

“The organization's primary exempt purpose is to further educational and cultural opportunities in the coachella valley area and southern califonia through lecture series and speaches by prominent world leaders. Events are open to the public and to students at local schools.”

Form 990, Part I, Line 6 - Unpaid Volunteers

“Thirty seven unpaid volunteers assist the organization with its lecture series program. No amounts for such donated services are recognized in the financial statements since no objective basis is available (under u.s. Generally accepted accounting principles) to measure the value of such services.”

Raw XML AppendixShowing 400 of 522 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06408
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01530
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0See Schedule O
IRS990/AdvertisingGrp/FundraisingAmt012739
IRS990/AdvertisingGrp/ProgramServicesAmt050958
IRS990/AdvertisingGrp/TotalAmt063697
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0565186
IRS990/AllOtherExpensesGrp/FundraisingAmt03232
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt030117
IRS990/AllOtherExpensesGrp/ProgramServicesAmt052990
IRS990/AllOtherExpensesGrp/TotalAmt086339
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Becky Kurtz
IRS990/BooksInCareOfDetail/PhoneNum07606102852
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt045-200 CLUB DRIVE SUITE C
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDIAN WELLS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092210
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01099891
IRS990/CashNonInterestBearingGrp/EOYAmt01443034
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0110000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0110000
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0123720
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt044-489 Town Center Way Ste D-434
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Palm Desert
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd092260
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0PFL Audio LLC
IRS990/ContractorCompensationGrp/ServicesDesc0Audio/Visual
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0618761
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0352
IRS990/CYOtherExpensesAmt01198914
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0863639
IRS990/CYRevenuesLessExpensesAmt067543
IRS990/CYSalariesCompEmpBnftPaidAmt0216295
IRS990/CYTotalExpensesAmt01415209
IRS990/CYTotalFundraisingExpenseAmt020365
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01482752
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt01060751
IRS990/DeferredRevenueGrp/EOYAmt01205050
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0188
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0281
IRS990/DepreciationDepletionGrp/TotalAmt0469
IRS990/Desc0LECTURE SERIES - THIS PROGRAM PRESENTS SPEECHES AND LECTURES BY PROMINENT WORLD LEADERS. THE PROGRAM PROVIDES A FORUM FOR THE GENERAL PUBLIC TO ATTEND THESE LECTURES AND OBTAIN AN INSIGHT INTO WORLD DEVENTS, PUBLIC SERVICE, AND OTHER MATTERS AFFECTING OUR WORLD.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt01273735
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011150
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt06004
IRS990/FeesForServicesAccountingGrp/TotalAmt017154
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0Andy Clark
IRS990/Form990PartVIISectionAGrp/PersonNm1Brian S Harnik
IRS990/Form990PartVIISectionAGrp/PersonNm2Keith Goff
IRS990/Form990PartVIISectionAGrp/PersonNm3Phillip K Smith Jr
IRS990/Form990PartVIISectionAGrp/PersonNm4Jerry Fogelson
IRS990/Form990PartVIISectionAGrp/PersonNm5Bill Powers
IRS990/Form990PartVIISectionAGrp/PersonNm6Tim Sullivan
IRS990/Form990PartVIISectionAGrp/PersonNm7Judy Vossler
IRS990/Form990PartVIISectionAGrp/PersonNm8Mark Winkler
IRS990/Form990PartVIISectionAGrp/PersonNm9Tom Tabler
IRS990/Form990PartVIISectionAGrp/PersonNm10Becky Kurtz
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10110000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Executive Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt053575
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01482752
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt0241
IRS990/InsuranceGrp/ManagementAndGeneralAmt01503
IRS990/InsuranceGrp/ProgramServicesAmt06074
IRS990/InsuranceGrp/TotalAmt07818
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0352
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0352
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt020567
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01367
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0898
IRS990/LandBldgEquipCostOrOtherBssAmt021465
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0See Schedule O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0701828
IRS990/NetAssetsOrFundBalancesEOYAmt0769371
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt048000
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt05107
IRS990/OccupancyGrp/ProgramServicesAmt016116
IRS990/OccupancyGrp/TotalAmt021223
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04900
IRS990/OfficeExpensesGrp/ProgramServicesAmt05047
IRS990/OfficeExpensesGrp/TotalAmt09947
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01779
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt016015
IRS990/OtherEmployeeBenefitsGrp/TotalAmt017794
IRS990/OtherExpensesGrp/Desc0SPEAKER FEES
IRS990/OtherExpensesGrp/Desc1LECTURE EXPENSES - HOTEL
IRS990/OtherExpensesGrp/Desc2LECTURE EXPENSES - OTHER
IRS990/OtherExpensesGrp/Desc3LECTURE EXPENSES - AUDIO/VISUA
IRS990/OtherExpensesGrp/FundraisingAmt04153
IRS990/OtherExpensesGrp/ProgramServicesAmt0390000
IRS990/OtherExpensesGrp/ProgramServicesAmt1345923
IRS990/OtherExpensesGrp/ProgramServicesAmt2134268
IRS990/OtherExpensesGrp/ProgramServicesAmt3113658
IRS990/OtherExpensesGrp/TotalAmt0390000
IRS990/OtherExpensesGrp/TotalAmt1345923
IRS990/OtherExpensesGrp/TotalAmt2138421
IRS990/OtherExpensesGrp/TotalAmt3113658
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018154
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt053387
IRS990/OtherSalariesAndWagesGrp/TotalAmt071541
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01519
IRS990/PayrollTaxesGrp/ProgramServicesAmt013671
IRS990/PayrollTaxesGrp/TotalAmt015190
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0177
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01593
IRS990/PensionPlanContributionsGrp/TotalAmt01770
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0216000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0114000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0200937
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0166875
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0LECTURE SERIES
IRS990/ProgramServiceRevenueGrp/Desc1OTHER INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0863300
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1339
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0863300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1339
IRS990/ProgSrvcAccomActy2Grp/Desc0YOUTH AMBASSADOR PROGRAM - THIS PROGRAM ENABLES STUDENTS FROM THE LOCAL AREA SCHOOLS TO ATTEND SPEECHES AND LECTURES GIVEN BY PROMINENT CIVIC AND WORLD LEADERS. IT EXPANDS THE STUDENTS' INTELLECTUAL HORIZONS AND EXPOSES THEM TO LEADERS WHO WILL SERVE AS THEIR ROLE MODELS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt043316
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0720935
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0360
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01101746
IRS990/PYProgramServiceRevenueAmt0831495
IRS990/PYRevenuesLessExpensesAmt0241097
IRS990/PYSalariesCompEmpBnftPaidAmt0209947
IRS990/PYTotalExpensesAmt01311693
IRS990/PYTotalRevenueAmt01552790
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt067543
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0250792
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0251144
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0663761
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0720935
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0544490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0674710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0508655
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03112551
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0382
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0360
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0446
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0131
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01100
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02419
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0863638
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0831495
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0820852
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0776833
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0802800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04095618
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0382
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0360
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0446
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0131
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01100
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02419
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal509Amt07208169
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01527399
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01552430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01365342
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01451543
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01311455
IRS990ScheduleA/Total509Grp/TotalAmt07208169
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01527781
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01552790
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01365788
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01451674
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01312555
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07210588
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,975,951
Liabilities
$1,206,580
Net assets
$769,371
Revenue
$1,482,752
Expenses
$1,415,209
Net income
$67,543
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.66$1.00$1.67$1.57$1.88$0.31
2024Detailed filing. Detailed filing data is available for this year.$2.94$1.10$1.84$1.58$1.55$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.77$1.15$1.62$1.50$1.60$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.55$0.91$1.64$1.66$1.56$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.47$0.74$1.72$0.08$0.34$0.25
2020Detailed filing. Detailed filing data is available for this year.$2.42$0.72$1.70$0.93$1.01$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.96$1.25$1.72$1.74$1.34$0.40
2018Detailed filing. Detailed filing data is available for this year.$2.64$1.36$1.29$1.71$1.44$0.26
2017Detailed filing. Detailed filing data is available for this year.$2.29$1.28$1.01$1.69$1.45$0.24
2016Detailed filing. Detailed filing data is available for this year.$1.98$1.21$0.77$1.48$1.42$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.77$1.07$0.70$1.55$1.31$0.24
2014Detailed filing. Detailed filing data is available for this year.$1.25$0.79$0.46$1.37$1.19$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.59$0.28$1.21