Civic Intelligence

Kiwanis Club of Atascadero Foundation

990EZ • Fiscal year 2014 • EIN 45-2563421

Oct 01, 2013 to Sep 30, 2014 • Filed on Feb 06, 2015

Organization ProfileN/A
PO Box 37093423

(805) 460-9496

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

91st percentile

45%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

96th percentile

270%

Faster asset growth than 96% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

98th percentile

459%

Faster revenue growth than 98% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$83,132

Up $60,641 (+270%) from 2013

Net Assets

$83,132

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Up

$133,302

Up $109,472 (+459%) from 2013

Expenses

Down

$72,661

Down $36,940 (-34%) from 2013

Net Income

Up

$60,641

Up $146,412 (+171%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$200K$150K$100K$50K$0Assets 2011: $55,536Liabilities 2011: $02011Assets 2012: $108,262Liabilities 2012: $02012Assets 2013: $22,491Liabilities 2013: $02013Assets 2014: $83,132Net Assets 2014: $83,1322014Assets 2015: $100,169Net Assets 2015: $100,1692015Assets 2016: $178,830Liabilities 2016: $02016Assets 2017: $132,460Net Assets 2017: $132,4602017Assets 2018: $71,026Liabilities 2018: $0Net Assets 2018: $71,0262018Assets 2019: $62,037Liabilities 2019: $0Net Assets 2019: $62,0372019Assets 2020: $47,018Net Assets 2020: $47,0182020Assets 2021: $86,764Liabilities 2021: $02021Assets 2022: $92,456Net Assets 2022: $92,4562022Assets 2023: $80,451Liabilities 2023: $0Net Assets 2023: $80,4512023Assets 2024: $82,454Liabilities 2024: $0Net Assets 2024: $82,4542024

Highlighted filing

2014

Assets$83,132
Liabilities-
Net Assets$83,132
Open 2014 Filing

Operations Trend

Revenue Growth98th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $55,555Expenses 2011: $19Net Income 2011: $55,5362011Revenue 2012: $54,036Expenses 2012: $1,310Net Income 2012: $52,7262012Revenue 2013: $23,830Expenses 2013: $109,601Net Income 2013: -$85,7712013Revenue 2014: $133,302Expenses 2014: $72,661Net Income 2014: $60,6412014Revenue 2015: $115,189Expenses 2015: $97,152Net Income 2015: $18,0372015Revenue 2016: $149,095Expenses 2016: $101,434Net Income 2016: $47,6612016Revenue 2017: $174,513Expenses 2017: $220,883Net Income 2017: -$46,3702017Revenue 2018: $125,957Expenses 2018: $187,391Net Income 2018: -$61,4342018Revenue 2019: $182,944Expenses 2019: $191,933Net Income 2019: -$8,9892019Revenue 2020: $119,596Expenses 2020: $134,615Net Income 2020: -$15,0192020Revenue 2021: $140,742Expenses 2021: $100,996Net Income 2021: $39,7462021Revenue 2022: $94,503Expenses 2022: $88,811Net Income 2022: $5,6922022Revenue 2023: $116,001Expenses 2023: $128,006Net Income 2023: -$12,0052023Revenue 2024: $158,535Expenses 2024: $156,532Net Income 2024: $2,0032024

Highlighted filing

2014

Revenue$133,302
Expenses$72,661
Net Income$60,641
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Feb 6, 2015
Return Version
2013v4.0
Gross Receipts
$151,765
Mission and Program Overview

Mission

To support Kiwanis Club of Atascadero and the local community

Program Services

DescriptionGrantsExpenses
Event Center Booth - Fundraising Activities$36,477-
Sponsored Youth Projects including tutoring programs$14,120$2,080
Community Service Activities$12,860$2,352
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Glen CaseyPresident-$0--
Mark DarizPresident Elect-$0--
Dennis SchmidtVice President-$0--
Nancy CaseySecretary-$0--
Kathy McCareyTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$61,628$61,628$3,988$57,640
Total Events$61,628$61,628$18,463$43,165
Filing and Contact Details

Filer

EIN
45-2563421
Phone
8054609496

Signing Officer

Name
Kathy McCarey
Title
Treasurer
Signed
2015-02-06
Discuss with paid preparer
Yes

Preparer

Preparer
Scott R Hayner
Phone
8054668800
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $8694”

Other Expenses.1012

“Insurance $500”

Other Expenses.1

“Event Center Booth $32937”

Other Expenses.2

“Sponsored Youth Projects $12040”

Other Expenses.3

“Community Service Expenses $10508”

Other Expenses.4

“Sales Tax $3540”

Other Expenses.5

“Taxes $10”

Other Assets.1

“Clearing Account - Beginning $0 Clearing Account - Ending $113”

Raw XML Appendix185 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/PersonNm0Kathy McCarey
IRS990EZ/BooksInCareOfDetail/PhoneNum08054609496
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine108945 San Gabriel Road
IRS990EZ/BooksInCareOfDetail/USAddress/City0Atascadero
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode093422
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022491
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt083019
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025333
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt060641
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022491
IRS990EZ/Form990TotalAssetsGrp/EOYAmt083132
IRS990EZ/FundraisingGrossIncomeAmt061628
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04432
IRS990EZ/GrossReceiptsAmt0151765
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022491
IRS990EZ/NetAssetsOrFundBalancesEOYAmt083132
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022491
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt083132
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Glen Casey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mark Dariz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dennis Schmidt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nancy Casey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kathy McCarey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0113
IRS990EZ/OtherExpensesTotalAmt068229
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support Kiwanis Club of Atascadero and the local community
IRS990EZ/ProgramServiceRevenueAmt064793
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Sponsored Youth Projects including tutoring programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Community Service Activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Event Center Booth - Fundraising Activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014120
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt112860
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt236477
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02080
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12352
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018463
IRS990EZ/SpecialEventsNetIncomeLossAmt043165
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072661
IRS990EZ/TotalProgramServiceExpensesAmt063457
IRS990EZ/TotalRevenueAmt0133302
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025333
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08875
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030653
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06144
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt071005
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt043165
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt018325
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt039471
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt049411
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0150372
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0221377
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt068498
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt027200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070124
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055555
IRS990ScheduleA/Total509Grp/TotalAmt0221377
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt068509
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt027200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt070124
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt055555
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0221388
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018463
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt014475
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt014475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt061628
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt061628
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt061628
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt061628
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Winemaker Dinner Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt043165
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03988
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03988
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $8694
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Event Center Booth $32937
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Sponsored Youth Projects $12040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Community Service Expenses $10508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Sales Tax $3540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Taxes $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Clearing Account - Beginning $0 Clearing Account - Ending $113
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathy McCarey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10Kiwanis Club of Atascadero Foundation
ReturnHeader/Filer/BusinessNameControlTxt0KIWA
ReturnHeader/Filer/EIN0452563421
ReturnHeader/Filer/PhoneNum08054609496
ReturnHeader/Filer/USAddress/AddressLine10PO Box 370
ReturnHeader/Filer/USAddress/City0Atascadero
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093423
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Hayner Hayner Miller & Crist LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine106955 San Luis Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ATASCADERO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0934224253
ReturnHeader/PreparerPersonGrp/PhoneNum08054668800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott R Hayner
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-02-06T15:38:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,132
Liabilities
-
Net assets
$83,132
Revenue
$133,302
Expenses
$72,661
Net income
$60,641
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.00$0.82$1.59$1.57$0.02
2023Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$1.16$1.28$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.92$0.95$0.89$0.06
2021Summary only. Only limited summary data is available for this year.$0.87$0.00$1.41$1.01$0.40
2020Detailed filing. Detailed filing data is available for this year.$0.47$0.47$1.20$1.35$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.00$0.62$1.83$1.92$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$1.26$1.87$0.61
2017Detailed filing. Detailed filing data is available for this year.$1.32$1.32$1.75$2.21$0.46
2016Summary only. Only limited summary data is available for this year.$1.79$0.00$1.49$1.01$0.48
2015Detailed filing. Detailed filing data is available for this year.$1.00$1.00$1.15$0.97$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.83$1.33$0.73$0.61
2013Summary only. Only limited summary data is available for this year.$0.22$0.00$0.24$1.10$0.86
2012Summary only. Only limited summary data is available for this year.$1.08$0.00$0.54$0.01$0.53
2011Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$0.00$0.56