Civic Intelligence

St. Helena Kiwanis Foundation

990EZ • Fiscal year 2015 • EIN 45-0497258

Oct 01, 2014 to Sep 30, 2015 • Filed on Feb 03, 2016

Organization ProfileN/A
PO Box 362St Helena, CA 94574

(707) 963-4466

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$134,239

Up $21,600 (+19%) from 2011

Net Assets

Up

$134,239

Up $25,495 (+23%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$31,489

Up $12,301 (+64%) from 2011

Expenses

Down

$8,031

Down $5,091 (-39%) from 2011

Net Income

Up

$23,458

Up $17,392 (+287%) from 2011

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2010: $116,029Liabilities 2010: $5,290Net Assets 2010: $110,7392010Assets 2011: $112,639Liabilities 2011: $3,895Net Assets 2011: $108,7442011Assets 2015: $134,239Net Assets 2015: $134,2392015Assets 2016: $154,007Net Assets 2016: $154,0072016Assets 2017: $205,994Liabilities 2017: $0Net Assets 2017: $205,9942017Assets 2018: $248,041Net Assets 2018: $248,0412018

Highlighted filing

2015

Assets$134,239
Liabilities-
Net Assets$134,239
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $16,962Expenses 2010: $21,803Net Income 2010: -$4,8412010Revenue 2011: $19,188Expenses 2011: $13,122Net Income 2011: $6,0662011Revenue 2015: $31,489Expenses 2015: $8,031Net Income 2015: $23,4582015Revenue 2016: $10,141Expenses 2016: $7,081Net Income 2016: $3,0602016Revenue 2017: $60,824Expenses 2017: $8,021Net Income 2017: $52,8032017Revenue 2018: $21,388Expenses 2018: $9,304Net Income 2018: $12,0842018

Highlighted filing

2015

Revenue$31,489
Expenses$8,031
Net Income$23,458
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Feb 3, 2016
Return Version
2014v6.0
Gross Receipts
$144,958
Mission and Program Overview

Mission

The mission of the st. Helena kiwanis foundation is to fund, sponsor and support youth services and activities (including scholarships), senior services, and other activities of the kiwanis club of st. Helena, a related organization exempt under section 503(c)(4) of the internal revenue code.

The specific purpose of this corporation is to fund, sponsor and/or support youth services and activities (including scholarships), senior services and activities and community services and activities of the kiwanis club of st. Helena.

Program Services

DescriptionGrantsExpenses
Grants to provide youth services including scholarships for youth educational needs, support of youth activities and youth safety.$6,971$6,971
Grants to community organizations.$1,040$1,040
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
George WatsonPresident-$0--
Thomas J DavisTreasurer-$0--
Jan DarterSecretary-$0--
Jeff FarmerDirector-$0--
Tom BeltDirector-$0--
Filing and Contact Details

Filer

Filer Name
St Helena Kiwanis Foundation
EIN
45-0497258
Phone
7079634466
Address
PO Box 362, St Helena, CA 94574

Signing Officer

Name
Thomas J Davis
Title
Treasurer
Signed
2016-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Brotemarkle Davis & Co LLP
Address
899 ADAMS ST STE H, SAINT HELENA, CA 94574-1160
Preparer
Guy W Carl
Phone
7079634466
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: SCHOLARSHIPS TO STUDENTS | Donee's Address: VARIOUS ST. HELENA, CA 94574 | Cash Amount Given: $5100”

Other Expenses.1

“Licenses & Fees $20”

Raw XML Appendix167 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0George Watson
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jan Darter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jeff Farmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Tom Belt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-28665
IRS990EZ/OtherExpensesTotalAmt020
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE SPECIFIC PURPOSE OF THIS CORPORATION IS TO FUND, SPONSOR AND/OR SUPPORT YOUTH SERVICES AND ACTIVITIES (INCLUDING SCHOLARSHIPS), SENIOR SERVICES AND ACTIVITIES AND COMMUNITY SERVICES AND ACTIVITIES OF THE KIWANIS CLUB OF ST. HELENA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants to community organizations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Grants to provide youth services including scholarships for youth educational needs, support of youth activities and youth safety.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01040
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01040
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16971
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt0138094
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0177
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08031
IRS990EZ/TotalProgramServiceExpensesAmt08011
IRS990EZ/TotalRevenueAmt031489
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04239
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04015
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt011657
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06752
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt016450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt043113
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/TotalSupportAmt063691
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: SCHOLARSHIPS TO STUDENTS | Donee's Address: VARIOUS ST. HELENA, CA 94574 | Cash Amount Given: $5100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Licenses & Fees $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas J Davis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0St Helena Kiwanis Foundation
ReturnHeader/Filer/BusinessNameControlTxt0STHE
ReturnHeader/Filer/EIN0450497258
ReturnHeader/Filer/PhoneNum07079634466
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 362
ReturnHeader/Filer/USAddress/CityNm0St Helena
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094574
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0899 ADAMS ST STE H
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT HELENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945741160
ReturnHeader/PreparerPersonGrp/PhoneNum07079634466
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Guy W Carl
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-03T08:51:43-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$134,239
Liabilities
-
Net assets
$134,239
Revenue
$31,489
Expenses
$8,031
Net income
$23,458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$2.48$2.48$0.21$0.09$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.61$0.08$0.53
2016Detailed filing. Detailed filing data is available for this year.$1.54$1.54$0.10$0.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.34$1.34$0.31$0.08$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.04$1.09$0.19$0.13$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.05$1.11$0.17$0.22$0.05