Civic Intelligence

St. Helena Kiwanis Foundation

990EZ • Fiscal year 2018 • EIN 45-0497258

Oct 01, 2017 to Sep 30, 2018 • Filed on Jan 14, 2019

Organization Profilewww.sthelenakiwanis.org
PO Box 362St Helena, CA 94574

(707) 967-8234

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

6th percentile

-65%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$248,041

Up $42,047 (+20%) from 2017

Net Assets

Up

$248,041

Up $42,047 (+20%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Down

$21,388

Down $39,436 (-65%) from 2017

Expenses

Up

$9,304

Up $1,283 (+16%) from 2017

Net Income

Down

$12,084

Down $40,719 (-77%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

2018

Assets$248,041
Liabilities-
Net Assets$248,041
Open 2018 Filing

Operations Trend

Revenue Growth6th percentile

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

2018

Revenue$21,388
Expenses$9,304
Net Income$12,084
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jan 14, 2019
Return Version
2017v2.2
Gross Receipts
$22,605
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.

Program Services

DescriptionGrantsExpenses
Grants to provide youth services including scholarships for youth educational needs, support of youth activities and youth safety.$9,274$9,274
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jay LewisTreasurer-$0--
John PonteChair-$0--
Jan DarterSecretary-$0--
Jeff FarmerDirector-$0--
George WatsonDirector-$0--
Bob MathenyDirector-$0--
Lowell SmithDirector-$0--
Filing and Contact Details

Filer

Filer Name
St Helena Kiwanis Foundation
EIN
45-0497258
Phone
7079678234
Address
PO Box 362, St Helena, CA 94574

Signing Officer

Name
John Ponte
Title
President
Signed
2019-01-14
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: St. Helena Unified School District | Donee's Address: 1401 Grayson Avenue St. Helena CA 94574 | Cash Amount Given: $6800”

Other Expenses.1

“Bank Fees $30”

Other Assets.2

“Due from Kiwanis Club of St. Helena - Beginning $520 Due from Kiwanis Club of St. Helena - Ending $520”

Raw XML Appendix179 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0John Ponte
IRS990EZ/BooksInCareOfDetail/PhoneNum07079634466
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 362
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0St Helena
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094574
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0205474
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0247521
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018181
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt01217
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012084
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0205994
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0248041
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt076
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09274
IRS990EZ/GrossReceiptsAmt022605
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03131
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0205994
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0248041
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0205994
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0248041
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jay Lewis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Ponte
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jan Darter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jeff Farmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4George Watson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Bob Matheny
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Lowell Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0520
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0520
IRS990EZ/OtherChangesInNetAssetsAmt029963
IRS990EZ/OtherExpensesTotalAmt030
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants to provide youth services including scholarships for youth educational needs, support of youth activities and youth safety.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09274
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09274
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt01293
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09304
IRS990EZ/TotalProgramServiceExpensesAmt09274
IRS990EZ/TotalRevenueAmt021388
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.sthelenakiwanis.org
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/CurrentTaxYearAmt018181
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt031885
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04606
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04239
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04015
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt062926
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03131
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04181
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02944
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02448
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07569
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt020273
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.32720
IRS990ScheduleA/PublicSupportPY170Pct00.40830
IRS990ScheduleA/PublicSupportTotal170Amt028074
IRS990ScheduleA/SubstantialContributorsTotAmt034852
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt018181
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt031885
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04606
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04239
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04015
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt062926
IRS990ScheduleA/TotalSupportAmt085790
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt02591
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt02591
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: St. Helena Unified School District | Donee's Address: 1401 Grayson Avenue St. Helena CA 94574 | Cash Amount Given: $6800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Fees $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Due from Kiwanis Club of St. Helena - Beginning $520 Due from Kiwanis Club of St. Helena - Ending $520
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.2
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Ponte
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0St Helena Kiwanis Foundation
ReturnHeader/Filer/BusinessNameControlTxt0STHE
ReturnHeader/Filer/EIN0450497258
ReturnHeader/Filer/PhoneNum07079678234
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 362
ReturnHeader/Filer/USAddress/CityNm0St Helena
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094574
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680219846
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brotemarkle Davis & Co LLP
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/ReturnTs02019-01-14T15:15:42-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$248,041
Liabilities
-
Net assets
$248,041
Revenue
$21,388
Expenses
$9,304
Net income
$12,084
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