Civic Intelligence

Garfield Alumni Foundation

990EZ • Fiscal year 2017 • EIN 45-0621701

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

Organization ProfileN/A
Po Box 3308Montebello, CA 90640

(626) 290-3535

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

84th percentile

50%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

56%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$8,249

Up $2,764 (+50%) from 2016

Net Assets

$8,249

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin69th percentile

Revenue

Up

$19,461

Up $7,006 (+56%) from 2016

Expenses

Up

$16,697

Up $1,941 (+13%) from 2016

Net Income

Up

$2,764

Up $5,065 (+220%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$80K$60K$40K$20K$0-$20KAssets 2011: $0Liabilities 2011: $02011Assets 2012: $0Liabilities 2012: $1,543Net Assets 2012: -$1,5432012Assets 2015: $7,786Liabilities 2015: $02015Assets 2016: $5,485Liabilities 2016: $02016Assets 2017: $8,249Net Assets 2017: $8,2492017Assets 2018: $14,148Net Assets 2018: $14,1482018Assets 2019: $23,925Net Assets 2019: $23,9252019Assets 2020: $29,994Net Assets 2020: $29,9942020Assets 2021: $65,897Net Assets 2021: $65,8972021Assets 2022: $56,678Net Assets 2022: $56,6782022Assets 2023: $58,738Net Assets 2023: $58,7382023Assets 2024: $4,627Net Assets 2024: $4,6272024

Highlighted filing

2017

Assets$8,249
Liabilities-
Net Assets$8,249
Open 2017 Filing

Operations Trend

Revenue Growth87th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $28,414Expenses 2011: $11,074Net Income 2011: $17,3402011Revenue 2012: $18,364Expenses 2012: $35,684Net Income 2012: -$17,3202012Revenue 2015: $7,950Expenses 2015: $9,867Net Income 2015: -$1,9172015Revenue 2016: $12,455Expenses 2016: $14,756Net Income 2016: -$2,3012016Revenue 2017: $19,461Expenses 2017: $16,697Net Income 2017: $2,7642017Revenue 2018: $19,882Expenses 2018: $13,983Net Income 2018: $5,8992018Revenue 2019: $31,890Expenses 2019: $22,113Net Income 2019: $9,7772019Revenue 2020: $28,554Expenses 2020: $22,485Net Income 2020: $6,0692020Revenue 2021: $69,298Expenses 2021: $28,499Net Income 2021: $40,7992021Revenue 2022: $11,347Expenses 2022: $20,410Net Income 2022: -$9,0632022Revenue 2023: $50,188Expenses 2023: $45,666Net Income 2023: $4,5222023Revenue 2024: $73,286Expenses 2024: $127,399Net Income 2024: -$54,1132024

Highlighted filing

2017

Revenue$19,461
Expenses$16,697
Net Income$2,764
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Gross Receipts
$42,328
Mission and Program Overview

Mission

Raise funds for student scholarships

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS 17 STUDENT SCHOLARSHIPS FOR JAMES A. GARFIELD STUDENTS-$12,950
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE ESPINOSAPresidentPT$0--
JACOB AGUILARVice-PresidentPT$0--
DR YOLANDA AGUERREBERETreasurerFT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hall of fame$17,926$17,926$100$17,826
5th Quarter$9,549$9,549$807$8,742
Total Events$27,475$27,475$18,909$8,566
Filing and Contact Details

Filer

Filer Name
Garfield Alumni Foundation
EIN
45-0621701
Phone
6262903535
Address
Po Box 3308, Montebello, CA 90640

Signing Officer

Name
Yolanda Aguerrebere
Title
Treasurer
Phone
6262903535
Signed
2018-05-14

Preparer

Firm
Lorraine Sanchez EA
Address
2016 Montera Drive, Hacienda Heights, CA 91745
Preparer
Lorraine Sanchez Ea
Phone
6263336227
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Supplies 819.”

Form 990EZ, Part I, Line 16

“Insurance 250.”

Form 990EZ, Part I, Line 16

“Business registration fees 1475.”

Form 990EZ, Part I, Line 16

“Bank Fees 43.”

Form 990EZ, Part I, Line 16

“Tax 110.”

Form 990EZ, Part I, Line 16

“Scholarships 12500.”

Raw XML Appendix165 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/PersonNm0DR YOLANDA AGUERREBERE
IRS990EZ/BooksInCareOfDetail/PhoneNum06262903535
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0Po Box 3308
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Montebello
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090640
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05485
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08249
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08242
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02764
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05485
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08249
IRS990EZ/FundraisingGrossIncomeAmt034085
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt042328
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05485
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08249
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05485
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08249
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOE ESPINOSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACOB AGUILAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DR YOLANDA AGUERREBERE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015197
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Raise funds for student scholarships
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS 17 STUDENT SCHOLARSHIPS FOR JAMES A. GARFIELD STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012950
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022867
IRS990EZ/SpecialEventsNetIncomeLossAmt011218
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016697
IRS990EZ/TotalProgramServiceExpensesAmt012950
IRS990EZ/TotalRevenueAmt019461
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt027424
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015573
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt044496
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt092493
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt092493
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt027424
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015573
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044496
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/Total509Grp/TotalAmt092493
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt092494
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018909
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02600
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt04100
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt06700
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Hall of fame
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm05th Quarter
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017926
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09549
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017926
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09549
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027475
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08566
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0907
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0100
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0807
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt011302
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt011302
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies 819.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Business registration fees 1475.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Fees 43.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Tax 110.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Scholarships 12500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0YOLANDA AGUERREBERE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06262903535
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Garfield Alumni Foundation
ReturnHeader/Filer/BusinessNameControlTxt0GARF
ReturnHeader/Filer/EIN0450621701
ReturnHeader/Filer/PhoneNum06262903535
ReturnHeader/Filer/USAddress/AddressLine1Txt0Po Box 3308
ReturnHeader/Filer/USAddress/CityNm0Montebello
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090640
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03B89CD8E5206D508F5A65C42CEA9149F45C650A4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03B89CD8E5206D508F5A65C42CEA9149F45C650A4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.175.231.112
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm023:40:31
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lorraine Sanchez EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02016 Montera Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hacienda Heights
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091745
ReturnHeader/PreparerPersonGrp/PhoneNum06263336227
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORRAINE SANCHEZ EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-13T23:40:42-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,249
Liabilities
-
Net assets
$8,249
Revenue
$19,461
Expenses
$16,697
Net income
$2,764
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.73$1.27$0.54
2023Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.50$0.46$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.11$0.20$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.69$0.28$0.41
2020Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.29$0.22$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.32$0.22$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.20$0.14$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.19$0.17$0.03
2016Summary only. Only limited summary data is available for this year.$0.05$0.00$0.12$0.15$0.02
2015Summary only. Only limited summary data is available for this year.$0.08$0.00$0.08$0.10$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.02$0.02$0.18$0.36$0.17
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.28$0.11$0.17