Civic Intelligence

Desert Classic Charities

EIN 33-0826474 • 501(c)3 • LA Quinta, CA

Profile

Donate to charitable organizations

78080 Calle AmigoLA Quinta, CA 92253

www.careerbuilderchallenge.com

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

1st percentile

-8782%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

33rd percentile

-1.4%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Assets

Down

$1,925,947

Down $7,669 (-0.4%) from 2023

Liabilities

Down

$0

Down $1,476 (-100%) from 2023

Net Assets

Down

$1,925,947

Down $6,193 (-0.3%) from 2023

Revenue

Up

$97,839

Up $55,627 (+132%) from 2023

Expenses

Up

$93,820

Up $35,266 (+60%) from 2023

Net Income

Up

$4,019

Up $20,361 (+125%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $6,760,408Liabilities 2015: $5,730,315Net Assets 2015: $1,030,0932015Assets 2016: $3,920,601Liabilities 2016: $2,852,047Net Assets 2016: $1,068,5542016Assets 2017: $6,666,380Liabilities 2017: $4,561,079Net Assets 2017: $2,105,3012017Assets 2018: $3,467,993Liabilities 2018: $1,351,742Net Assets 2018: $2,116,2512018Assets 2019: $3,080,743Liabilities 2019: $262,640Net Assets 2019: $2,818,1032019Assets 2020: $2,124,663Liabilities 2020: $3,733Net Assets 2020: $2,120,9302020Assets 2021: $1,965,796Liabilities 2021: $1,971Net Assets 2021: $1,963,8252021Assets 2022: $1,938,270Liabilities 2022: $0Net Assets 2022: $1,938,2702022Assets 2023: $1,933,616Liabilities 2023: $1,476Net Assets 2023: $1,932,1402023Assets 2024: $1,925,947Liabilities 2024: $0Net Assets 2024: $1,925,9472024

Highlighted filing

2024

Assets$1,925,947
Liabilities$0
Net Assets$1,925,947

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2015: $12,263,210Expenses 2015: $12,462,204Net Income 2015: -$198,9942015Revenue 2016: $11,759,249Expenses 2016: $11,720,788Net Income 2016: $38,4612016Revenue 2017: $13,095,305Expenses 2017: $12,058,558Net Income 2017: $1,036,7472017Revenue 2018: $12,857,506Expenses 2018: $12,846,555Net Income 2018: $10,9512018Revenue 2019: $13,815,747Expenses 2019: $13,113,895Net Income 2019: $701,8522019Revenue 2020: $384,328Expenses 2020: $1,081,501Net Income 2020: -$697,1732020Revenue 2021: -$48,861Expenses 2021: $108,244Net Income 2021: -$157,1052021Revenue 2022: $291Expenses 2022: $25,846Net Income 2022: -$25,5552022Revenue 2023: $42,212Expenses 2023: $58,554Net Income 2023: -$16,3422023Revenue 2024: $97,839Expenses 2024: $93,820Net Income 2024: $4,0192024

Highlighted filing

2024

Revenue$97,839
Expenses$93,820
Net Income$4,019

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$97,839
Mission and Program Overview

Mission

To hold golf tournament and related activities to raise funds which are distributed to charitable organizations.

Donate to charitable organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,364,573$1,122,458▼ $242,115
Cash and Non-Interest-Bearing Accounts$560,907$803,489▲ $242,582
Accounts Receivable$2,802--
Prepaid Expenses and Deferred Charges$1,598--
Land, Buildings, and Equipment, Net$446$0▼ $446
Total Assets$1,933,616$1,925,947▼ $7,669
Other Assets Total$3,290$0▼ $3,290
Liabilities
Accounts Payable and Accrued Expenses$1,476--
Total Liabilities$1,476$0▼ $1,476
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,932,140$1,925,947▼ $6,193
Total Net Assets Fund Balance$1,932,140$1,925,947▼ $6,193
Total Liabilities and Net Assets / Fund Balance$1,933,616$1,925,947▼ $7,669

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$22,510$22,510
Compensation and Service Providers

Board Members and Trustees

NameTitle
John M FosterPresident
Clarke RheneyVice President
Greg HelmVice President
John MettlerVice President
Dick ZeiglerBoard Member
James R ReedBoard Member
John EvensonBoard Member
Joseph RomanoBoard Member
Kevin McguireBoard Member
Roger LowBoard Member
Victor Lobue JrBoard Member
William TateBoard Member
J Nicholas RaffaeleExecutive Director
Dawn SuggsSecretary
Lee Osborne CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$97,839
Other Revenue
$0
Change in Net Assets
$4,019

Audited Revenue Reconciliation

Revenue per Audited Statements
$97,839
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$97,839
Total Revenue per Form 990
$97,839
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$60,000
Other Expenses$33,820
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$60,000--$60,000
Depreciation Depletion-$7,653-$7,653
Office Expenses-$4,454-$4,454
Fees for Services Other-$4,185-$4,185
Fees for Services Accounting$1,435$1,435-$2,870
Other Expenses$2,101$25-$25
Total Functional Expenses$63,536$30,284$0$93,820

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$93,820
Total Expenses per Audited Statements$93,820
Total Expenses per Form 990$93,820
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Boys and Girls Club of Coachella ValleyPalm Desesert, CA-Donation$60,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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, Section B, Line 11B

A draft form 990 is delivered to the board of directors before filing for review. Copies of the first four pages of the draft form 990 were distributed to each director attending the meeting. The directors were asked to review the pages and make any comments. Should any director wish to review the entire draft form 990, he was welcome to do so at the organization's offices. Additional copies were sent to those directors unable to attend the meeting, asking for their comments as well.

Form 990, Part VI, Section B, Line 15

The organization revies independent information to review executive director compensation for like positions in the area.

Form 990, Part VI, Section C, Line 19

Organization makes its governing documents, conflict of interest policy and financial statements available to the public at the business office upon request.

Filing and Contact Details

Filer

Filer Name
Desert Classic Charities
EIN
33-0826474
Phone
7603468184
Address
78080 CALLE AMIGO, LA QUINTA, CA 92253

Signing Officer

Name
Lee M Osborne CPA
Title
Treasurer
Phone
7607779805
Signed
2024-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lee M Osborne CPA
Formed
1999
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Firm
Osborne Rincon Cpas
Address
79245 CORPORATE CENTRE DRIVE, LA QUINTA, CA 92253
Preparer
Keith H Lyrla CPA
Phone
7607779805
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018690
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0275036
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0293726
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt097839
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt042212
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0140051
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt097839
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt042212
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0140051
IRS990ScheduleA/InvestmentIncomeCYPct00.32290
IRS990ScheduleA/InvestmentIncomePYPct00.00280
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.67710
IRS990ScheduleA/PublicSupportPY509Pct00.99060
IRS990ScheduleA/PublicSupportTotal509Amt0293726
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt018690
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0275036
IRS990ScheduleA/Total509Grp/TotalAmt0293726
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt097839
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt042212
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt018690
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0275036
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0433777
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt093820
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt022510
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt022510
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt097839
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt093820
IRS990ScheduleD/TotalRevenuePerForm990Amt097839
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt097839
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt093820
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt060000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DONATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BOYS AND GIRLS CLUB OF COACHELLA VALLEY
IRS990ScheduleI/RecipientTable/RecipientEIN0956122699
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt042-600 COOK STREET 120
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PALM DESESERT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092211
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt01. AN APPLICATION FOR FUNDING IN THE NEXT YEAR IS AUTOMATICALLY SENT TO EACH RECIPIENT CHARITY. 2. THE APPLICATION HAS A SPECIFIC QUESTION ASKING HOW THE PREVIOUS YEAR'S CONTRIBUTION WAS USED. 3. THE COMMITTEE MEMBER CHARGED WITH INVESTIGATING THE CHARITY WILL FOLLOW UP ON HIS SITE VISIT. 4. AS PART OF THE APPLICATION PROCESS, COPIES OF THE ORGANIZATIONS FORM 990'S ARE REQUESTED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT FORM 990 IS DELIVERED TO THE BOARD OF DIRECTORS BEFORE FILING FOR REVIEW. COPIES OF THE FIRST FOUR PAGES OF THE DRAFT FORM 990 WERE DISTRIBUTED TO EACH DIRECTOR ATTENDING THE MEETING. THE DIRECTORS WERE ASKED TO REVIEW THE PAGES AND MAKE ANY COMMENTS. SHOULD ANY DIRECTOR WISH TO REVIEW THE ENTIRE DRAFT FORM 990, HE WAS WELCOME TO DO SO AT THE ORGANIZATION'S OFFICES. ADDITIONAL COPIES WERE SENT TO THOSE DIRECTORS UNABLE TO ATTEND THE MEETING, ASKING FOR THEIR COMMENTS AS WELL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REVIES INDEPENDENT INFORMATION TO REVIEW EXECUTIVE DIRECTOR COMPENSATION FOR LIKE POSITIONS IN THE AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT THE BUSINESS OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01933616
IRS990/TotalAssetsEOYAmt01925947
IRS990/TotalAssetsGrp/BOYAmt01933616
IRS990/TotalAssetsGrp/EOYAmt01925947
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030284
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt063536
IRS990/TotalFunctionalExpensesGrp/TotalAmt093820
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01476
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt01476
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01932140
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01925947
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt063536
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt097839
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt097839
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01933616
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01925947
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt079245 CORPORATE CENTRE DR
IRS990/USAddress/CityNm0LA QUINTA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092253
IRS990/VotingMembersGoverningBodyCnt015

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