Civic Intelligence

San Dimas Community Foundation

990EZ • Fiscal year 2024 • EIN 37-1591712

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 29, 2024

Organization ProfileN/A
PO Box 4216San Dimas, CA 91773

(951) 217-0554

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

15th percentile

-29%

Higher net margin than 15% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$77,869

Up $77,868 (+7786800%) from 2018

Net Assets

$77,869

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin15th percentile

Revenue

Down

$16,291

Down $30,028 (-65%) from 2018

Expenses

Up

$20,970

Up $5,496 (+36%) from 2018

Net Income

Down

-$4,679

Down $35,524 (-115%) from 2018

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2011: $90,685Liabilities 2011: $2202011Assets 2012: $201,930Liabilities 2012: $13,6202012Assets 2013: $261,962Liabilities 2013: $16,8002013Assets 2014: $311,925Liabilities 2014: $1,7502014Assets 2015: $324,637Liabilities 2015: $5,750Net Assets 2015: $318,8872015Assets 2016: $345,493Liabilities 2016: $1,750Net Assets 2016: $343,7432016Assets 2017: $364,471Liabilities 2017: $1,7502017Assets 2018: $1Liabilities 2018: $02018Assets 2024: $77,869Liabilities 2024: $0Net Assets 2024: $77,8692024Assets 2025: $75,673Net Assets 2025: $75,6732025

Highlighted filing

2024

Assets$77,869
Liabilities$0
Net Assets$77,869
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2011: $82,173Expenses 2011: $10,216Net Income 2011: $71,9572011Revenue 2012: $118,448Expenses 2012: $20,603Net Income 2012: $97,8452012Revenue 2013: $72,730Expenses 2013: $15,878Net Income 2013: $56,8522013Revenue 2014: $91,094Expenses 2014: $26,081Net Income 2014: $65,0132014Revenue 2015: $21,772Expenses 2015: $13,060Net Income 2015: $8,7122015Revenue 2016: $28,129Expenses 2016: $3,273Net Income 2016: $24,8562016Revenue 2017: $40,094Expenses 2017: $21,116Net Income 2017: $18,9782017Revenue 2018: $46,319Expenses 2018: $15,474Net Income 2018: $30,8452018Revenue 2024: $16,291Expenses 2024: $20,970Net Income 2024: -$4,6792024Revenue 2025: $11,185Expenses 2025: $13,381Net Income 2025: -$2,1962025

Highlighted filing

2024

Revenue$16,291
Expenses$20,970
Net Income-$4,679
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 29, 2024
Return Version
2023v5.1
Gross Receipts
$16,291
Mission and Program Overview

Mission

Our mission is to encourage, aid, or promote educational or charitable organizations, endeavors or activities in the City of San Dimas, California.

Encourage, aid and promote educational and charitable organizations endeavors or activities in the city of san dimas

Program Services

DescriptionGrantsExpenses
PROGRAM TO HONOR THOSE WHO HAVE SERVED IN THE MILITARY AT ANY TIME IN THE HISTORY OF THE UNITED STATES ABD WHO WERE FROM SAN DIMAS. A MONUMENT LOCATED IN A CITY PARK IN SAN DIMAS BUILT USING DONATED FUNDS WAS COMPLETED AND DEDICATED ON NOVEMBER 11, 2013.--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PEGGY STEVENSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
San Dimas Community Foundation
EIN
37-1591712
Phone
9512170554
Address
PO BOX 4216, SAN DIMAS, CA 91773

Signing Officer

Name
Penny Stevenson
Title
Treasurer
Signed
2024-07-29
Discuss with paid preparer
Yes

Preparer

Firm
Weickert Allison Jeter Co Inc
Address
582 S Grand Ave, Covina, CA 91724
Preparer
Michael Allison Ea
Phone
6263310531
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Monument maintenance & repair $7450”

Other Revenue.2

“MONUMENT ENGRAVING $1750”

Other Revenue.3

“BANNER PROGRAM $1066”

Other Revenue.4

“MONUMENT PAVERS $300”

Other Revenue.5

“OTHER $10”

Other Expenses.1002

“Office Expenses $2762”

Other Expenses.1012

“Insurance $1048”

Other Expenses.1

“Monumnent maintenance $9376”

Other Expenses.2

“VETERANS DAY $2663”

Other Expenses.3

“BANNERS $1199”

Other Expenses.4

“STORAGE $1145”

Other Expenses.5

“Advertising and marketing $600”

Other Expenses.6

“MEMORIAL DAY $394”

Other Expenses.7

“TELEPHONE $240”

Other Expenses.8

“MISCELLANEOUS $180”

Other Expenses.9

“REPAIRS & mAINTENANCE $138”

Raw XML Appendix166 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0PENNY STEVENSON
IRS990EZ/BooksInCareOfDetail/PhoneNum09512170554
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4216
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIMAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091773
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt082548
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt077869
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04912
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4679
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01225
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt082548
IRS990EZ/Form990TotalAssetsGrp/EOYAmt077869
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt016291
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0803
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt082548
IRS990EZ/NetAssetsOrFundBalancesEOYAmt077869
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt082548
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt077869
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PEGGY STEVENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019745
IRS990EZ/OtherRevenueTotalAmt010576
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENCOURAGE, AID AND PROMOTE EDUCATIONAL AND CHARITABLE ORGANIZATIONS ENDEAVORS OR ACTIVITIES IN THE CITY OF SAN DIMAS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAM TO HONOR THOSE WHO HAVE SERVED IN THE MILITARY AT ANY TIME IN THE HISTORY OF THE UNITED STATES ABD WHO WERE FROM SAN DIMAS. A MONUMENT LOCATED IN A CITY PARK IN SAN DIMAS BUILT USING DONATED FUNDS WAS COMPLETED AND DEDICATED ON NOVEMBER 11, 2013.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt020970
IRS990EZ/TotalRevenueAmt016291
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04912
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03919
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03762
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04538
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05915
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt023046
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0803
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt082
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0885
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0803
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt082
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0885
IRS990ScheduleA/InvestmentIncomeCYPct00.03700
IRS990ScheduleA/InvestmentIncomePYPct00.00350
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96300
IRS990ScheduleA/PublicSupportPY509Pct00.99650
IRS990ScheduleA/PublicSupportTotal509Amt023046
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04912
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03919
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03762
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04538
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05915
IRS990ScheduleA/Total509Grp/TotalAmt023046
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05715
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04001
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03762
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04538
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05915
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt023931
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MONUMENT MAINTENANCE & REPAIR $7450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MONUMENT ENGRAVING $1750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANNER PROGRAM $1066
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MONUMENT PAVERS $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office Expenses $2762
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance $1048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MONUMNENT MAINTENANCE $9376
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8VETERANS DAY $2663
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANNERS $1199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10STORAGE $1145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ADVERTISING AND MARKETING $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MEMORIAL DAY $394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13TELEPHONE $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MISCELLANEOUS $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15REPAIRS & mAINTENANCE $138
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Revenue.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Revenue.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.9
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PENNY STEVENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN DIMAS COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0371591712
ReturnHeader/Filer/PhoneNum09512170554
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4216
ReturnHeader/Filer/USAddress/CityNm0SAN DIMAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091773
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953877060
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Weickert Allison Jeter Co Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0582 S Grand Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Covina
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091724
ReturnHeader/PreparerPersonGrp/PhoneNum06263310531
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL ALLISON EA
ReturnHeader/ReturnTs02024-07-29T13:39:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,869
Liabilities
$0
Net assets
$77,869
Revenue
$16,291
Expenses
$20,970
Net income
-$4,679
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.76$0.76$0.11$0.13$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.16$0.21$0.05
2018Summary only. Only limited summary data is available for this year.$0.00$0.00$0.46$0.15$0.31
2017Summary only. Only limited summary data is available for this year.$3.64$0.02$0.40$0.21$0.19
2016Detailed filing. Detailed filing data is available for this year.$3.45$0.02$3.44$0.28$0.03$0.25
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$0.06$3.19$0.22$0.13$0.09
2014Summary only. Only limited summary data is available for this year.$3.12$0.02$0.91$0.26$0.65
2013Summary only. Only limited summary data is available for this year.$2.62$0.17$0.73$0.16$0.57
2012Summary only. Only limited summary data is available for this year.$2.02$0.14$1.18$0.21$0.98
2011Summary only. Only limited summary data is available for this year.$0.91$0.00$0.82$0.10$0.72