Civic Intelligence

Independence Day Celebration Inc.

990 • Fiscal year 2022 • EIN 45-0970609

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 17, 2023

PO Box 1776Morgan Hill, CA 95038

(408) 779-1776

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

25th percentile

-12%

Higher net margin than 25% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

19th percentile

-25%

Faster asset growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

38th percentile

-2.7%

Faster revenue growth than 38% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$97,637

Down $33,107 (-25%) from 2021

Net Assets

Down

$97,637

Down $33,040 (-25%) from 2021

Liabilities

Down

$0

Down $67 (-100%) from 2021

Revenue

Down

$280,904

Down $7,792 (-2.7%) from 2021

Expenses

Up

$313,944

Up $57,795 (+23%) from 2021

Net Income

Down

-$33,040

Down $65,587 (-202%) from 2021

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2014: $4,686Liabilities 2014: $22,5002014Assets 2015: $7,678Liabilities 2015: $1,7172015Assets 2016: $33,643Liabilities 2016: $4,730Net Assets 2016: $28,9132016Assets 2017: $59,920Liabilities 2017: $3,210Net Assets 2017: $56,7102017Assets 2018: $75,801Liabilities 2018: $2,286Net Assets 2018: $73,5152018Assets 2019: $95,800Liabilities 2019: $59Net Assets 2019: $95,8002019Assets 2020: $103,196Liabilities 2020: $5,0002020Assets 2021: $130,744Liabilities 2021: $67Net Assets 2021: $130,6772021Assets 2022: $97,637Liabilities 2022: $0Net Assets 2022: $97,6372022Assets 2023: $126,675Liabilities 2023: $0Net Assets 2023: $126,6752023Assets 2024: $130,113Liabilities 2024: $1,865Net Assets 2024: $128,2482024

Highlighted filing

2022

Assets$97,637
Liabilities$0
Net Assets$97,637

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2014: $154,459Expenses 2014: $174,672Net Income 2014: -$20,2132014Revenue 2015: $179,806Expenses 2015: $158,279Net Income 2015: $21,5272015Revenue 2016: $200,923Expenses 2016: $177,971Net Income 2016: $22,9522016Revenue 2017: $300,939Expenses 2017: $273,142Net Income 2017: $27,7972017Revenue 2018: $308,652Expenses 2018: $288,822Net Income 2018: $19,8302018Revenue 2019: $316,639Expenses 2019: $294,414Net Income 2019: $22,2252019Revenue 2020: $23,297Expenses 2020: $20,841Net Income 2020: $2,4562020Revenue 2021: $288,696Expenses 2021: $256,149Net Income 2021: $32,5472021Revenue 2022: $280,904Expenses 2022: $313,944Net Income 2022: -$33,0402022Revenue 2023: $325,619Expenses 2023: $301,331Net Income 2023: $24,2882023Revenue 2024: $321,478Expenses 2024: $321,697Net Income 2024: -$2192024

Highlighted filing

2022

Revenue$280,904
Expenses$313,944
Net Income-$33,040
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 17, 2023
Return Version
2022v5.0
Gross Receipts
$280,904
Mission and Program Overview

Mission

Provide 4th of July celebrations for the community

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$130,677$97,637▼ $33,040
Cash and Non-Interest-Bearing Accounts$130,914$95,432▼ $35,482
Prepaid Expenses and Deferred Charges$80$2,580▲ $2,500
Accounts Receivable-$375-
Pledges and Grants Receivable$-250$-750▼ $500
Total Assets$130,744$97,637▼ $33,107
Liabilities
Deferred Revenue$67--
Total Liabilities$67$0▼ $67
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$130,677$97,637▼ $33,040
Total Net Assets Fund Balance$130,677$97,637▼ $33,040
Total Liabilities and Net Assets / Fund Balance$130,744$97,637▼ $33,107
Compensation and Service Providers

Board Members and Trustees

NameTitle
Matthew SteinPresident
Jennifer EvansSecretary
Elisa AndrewsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$280,904
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$107,000
Change in Net Assets
$-33,040

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table2$14,500
Other Non Cash Contri Table8$7,900
Other Non Cash Contri Table11$7,500
Other Non Cash Contri Table2$3,000
Total Noncash Contributions23$32,900
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$294,444
Grants and Similar Amounts Paid$19,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$68,446--$68,446
Advertising$35,626--$35,626
Grants to Domestic Orgs---$19,500
All Other Expenses$18,426--$18,426
Other Expenses$14,625--$14,625
Occupancy$14,249--$14,249
Insurance$11,522--$11,522
Office Expenses$9,253--$9,253
Information Technology$3,081--$3,081
Conferences and Meetings$2,673--$2,673
Total Functional Expenses$294,444$0$0$313,944
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Operation Freedom PawsSan Martin, CA-Provides services dogs$7,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
5K RunWalk$50,670$21,945$13,482$8,463
Fam Music$27,371$18,146$25,116$-6,970
Total Events$199,447$96,765$239,112$-142,347
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
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 1A

All three receive an equal vote. President,

Part VI Line 1A

Treasurer, and Secretary.

Part VI Line 8A

The Secretary records the meeting minutes when all committees meet.

Part VI Line 11B

Available upon request.

Part VI Line 19

Available upon request.

Part VI: Line 11

990 was provided to Matthew Stein and Jennifer Evans for review.

Filing and Contact Details

Filer

Filer Name
Independence Day Celebration Inc
EIN
45-0970609
In Care Of
% Elisa Andrews
Phone
4087791776
Address
PO Box 1776, Morgan Hill, CA 95038

Signing Officer

Name
Elisa Andrews
Title
Treasurer
Phone
4087824003
Signed
2023-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Stein
Formed
2010
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
300

Preparer

Firm
Andrews Accounting
Address
1640 Espana Ct, Morgan Hill, CA 95037
Preparer
Elisa Andrews
Phone
4087824003
Supplemental Narrative

Additional Explanations

Part IX Line 11G

Info Power Total expenses - $7500.00 Program service expenses - $7500.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 11G

Upbeat Parade Productions Total expenses - $8000.00 Program service expenses - $8000.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 11G

Live Stream Video Total expenses - $31591.00 Program service expenses - $31591.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 11G

Stage FX America Total expenses - $21355.00 Program service expenses - $21355.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part III Line 4D

Expenses: $84733.00 including grants of: $0.00 Revenue: $40143.00

Part III Line 4D

Fireworks on the Green

Part III Line 4D

Expenses: $39668.00 including grants of: $0.00 Revenue: $71537.00

Part III Line 4D

Fundraising

Part III Line 4D

Expenses: $65713.00 including grants of: $0.00 Revenue: $37545.00

Part III Line 4D

Parade

Part III Line 4D

Expenses: $5642.00 including grants of: $0.00 Revenue: $2814.00

Part III Line 4D

Patriotic Sing

Part III Line 4D

Expenses: $26392.00 including grants of: $0.00 Revenue: $36846.00

Part III Line 4D

Veterans Day Run

Part IX: Line 24E

Car Show: $6,464, Veterans Day Run: $3,235, Patriotic Sing: $1,445

Part IX: line 24E

Tshirts: $7,282

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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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IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt020000
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt028725
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt064732
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0239112
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt01700
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt034045
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt035745
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm05K RunWalk
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fam Music
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt086
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt010252
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt07441
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt017779
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt050670
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt027371
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0121406
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0199447
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021945
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018146
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt056674
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt096765
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-142347
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01223
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt02297
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03520
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0109304
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0147902
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt014166
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt07500
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Provides services dogs
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Operation Freedom Paws
IRS990ScheduleI/RecipientTable/RecipientEIN0452566382
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt013920 Llagas Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Martin
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095046
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
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IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt18
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt22
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt311
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Security
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1Food/Beverag
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc2Printing
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc3Other
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IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt17900
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt23000
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt37500
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All three receive an equal vote. President,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Treasurer, and Secretary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Secretary records the meeting minutes when all committees meet.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Info Power Total expenses - $7500.00 Program service expenses - $7500.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Upbeat Parade Productions Total expenses - $8000.00 Program service expenses - $8000.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Live Stream Video Total expenses - $31591.00 Program service expenses - $31591.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Stage FX America Total expenses - $21355.00 Program service expenses - $21355.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Expenses: $84733.00 including grants of: $0.00 Revenue: $40143.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Fireworks on the Green
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Expenses: $39668.00 including grants of: $0.00 Revenue: $71537.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Fundraising
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Expenses: $65713.00 including grants of: $0.00 Revenue: $37545.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Parade
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Expenses: $5642.00 including grants of: $0.00 Revenue: $2814.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Patriotic Sing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Expenses: $26392.00 including grants of: $0.00 Revenue: $36846.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Veterans Day Run
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19990 was provided to Matthew Stein and Jennifer Evans for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Car Show: $6,464, Veterans Day Run: $3,235, Patriotic Sing: $1,445
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Tshirts: $7,282
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part VI Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part IX Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part IX Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part IX Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part IX Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Part VI: Line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Part IX: Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Part IX: line 24e
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0130744
IRS990/TotalAssetsEOYAmt097637
IRS990/TotalAssetsGrp/BOYAmt0130744
IRS990/TotalAssetsGrp/EOYAmt097637
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IRS990/TotalContributionsAmt0280904
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0294444
IRS990/TotalFunctionalExpensesGrp/TotalAmt0313944
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt067
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt067

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