Civic Intelligence

South Bay Wheelmen Foundation

990EZ • Fiscal year 2016 • EIN 45-3268420

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 10, 2017

PO Box 3224Redondo Beach, CA 90277

(310) 560-9184

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

97th percentile

386%

Faster asset growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$22,137

Up $17,578 (+386%) from 2015

Net Assets

Up

$22,137

Up $17,578 (+386%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$62,085

Down $8,012 (-11%) from 2015

Expenses

Down

$44,507

Down $34,704 (-44%) from 2015

Net Income

Up

$17,578

Up $26,692 (+293%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $25,560Liabilities 2012: $02012Assets 2013: $20,644Liabilities 2013: $0Net Assets 2013: $20,6442013Assets 2014: $13,673Liabilities 2014: $02014Assets 2015: $4,559Liabilities 2015: $0Net Assets 2015: $4,5592015Assets 2016: $22,137Liabilities 2016: $0Net Assets 2016: $22,1372016Assets 2017: $33,564Liabilities 2017: $0Net Assets 2017: $33,5642017Assets 2018: $37,922Liabilities 2018: $0Net Assets 2018: $37,9222018Assets 2019: $12,732Liabilities 2019: $0Net Assets 2019: $12,7322019Assets 2020: $29,899Liabilities 2020: $0Net Assets 2020: $29,8992020Assets 2021: $31,608Net Assets 2021: $31,6082021Assets 2022: $52,010Net Assets 2022: $52,0102022Assets 2023: $56,509Net Assets 2023: $56,5092023Assets 2024: $52,084Net Assets 2024: $52,0842024Assets 2025: $45,642Net Assets 2025: $45,6422025

Highlighted filing

2016

Assets$22,137
Liabilities$0
Net Assets$22,137

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $81,220Expenses 2012: $63,160Net Income 2012: $18,0602012Revenue 2013: $68,180Expenses 2013: $73,096Net Income 2013: -$4,9162013Revenue 2014: $62,477Expenses 2014: $69,448Net Income 2014: -$6,9712014Revenue 2015: $70,097Expenses 2015: $79,211Net Income 2015: -$9,1142015Revenue 2016: $62,085Expenses 2016: $44,507Net Income 2016: $17,5782016Revenue 2017: $57,345Expenses 2017: $45,918Net Income 2017: $11,4272017Revenue 2018: $72,606Expenses 2018: $68,248Net Income 2018: $4,3582018Revenue 2019: $75,421Expenses 2019: $100,611Net Income 2019: -$25,1902019Revenue 2020: $41,908Expenses 2020: $24,741Net Income 2020: $17,1672020Revenue 2021: $13,871Expenses 2021: $12,162Net Income 2021: $1,7092021Revenue 2022: $80,574Expenses 2022: $60,172Net Income 2022: $20,4022022Revenue 2023: $78,898Expenses 2023: $74,399Net Income 2023: $4,4992023Revenue 2024: $82,007Expenses 2024: $86,432Net Income 2024: -$4,4252024Revenue 2025: $74,609Expenses 2025: $81,051Net Income 2025: -$6,4422025

Highlighted filing

2016

Revenue$62,085
Expenses$44,507
Net Income$17,578
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 10, 2017
Return Version
2015v3.0
Gross Receipts
$62,863
Mission and Program Overview

Mission

To support amateur cycling and safety.

To support amateur cycling and safety

Program Services

DescriptionGrantsExpenses
HOST MANHATTAN BEACH GRAND PRIX BICYCLE RACE EVENT WITH OVER 600 ADULT AND CHILDREN CYCLIST PARTICIPANTS.$0$35,954
PROVIDE SUPPORT TO AMATEUR CYCLISTS AND OTHER CYCLING ORGANIZATIONS.$0$5,603
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE WHITSITTPresidentPT$0--
CARY ALPERTTreasurerPT$0--
JIM HEISESecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
South Bay Wheelmen Foundation
EIN
45-3268420
Phone
3105609184
Address
PO BOX 3224, REDONDO BEACH, CA 90277

Signing Officer

Name
Cary Alpert
Title
Treasurer
Phone
3105609184
Signed
2017-08-10
Discuss with paid preparer
Yes

Preparer

Firm
Pdm Llp
Address
3460 TORRANCE BLVD STE 200, TORRANCE, CA 90503
Preparer
Anthony P Bozanic CPA
Phone
3105404118
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 1,555. Returns and allowances: 0. Less cost of goods sold: 778. Gross profit: 777. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 0. Cost of labor: 0. Materials and supplies: 778. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 778.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: usac.org. Amount: 2,173. Description: insurance. Amount: 200. Description: amateur racer support & reimbursements. Amount: 5,603. Description: prize money. Amount: 19,064. Description: tax prep & government fees. Amount: 300. Total to form 990-ez, line 16: 27,340.

Raw XML Appendix149 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CARY ALPERT
IRS990EZ/BooksInCareOfDetail/PhoneNum03105609184
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 3224
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0REDONDO BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090277
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04559
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022137
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt041650
IRS990EZ/CostOfGoodsSoldAmt0778
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt017578
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08865
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04559
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022137
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0777
IRS990EZ/GrossReceiptsAmt062863
IRS990EZ/GrossSalesOfInventoryAmt01555
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04559
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022137
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04559
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022137
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE WHITSITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARY ALPERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIM HEISE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt027340
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT AMATEUR CYCLING AND SAFETY
IRS990EZ/PrintingPublicationsPostageAmt08302
IRS990EZ/ProgramServiceRevenueAmt019658
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOST MANHATTAN BEACH GRAND PRIX BICYCLE RACE EVENT WITH OVER 600 ADULT AND CHILDREN CYCLIST PARTICIPANTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE SUPPORT TO AMATEUR CYCLISTS AND OTHER CYCLING ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035954
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15603
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt044507
IRS990EZ/TotalProgramServiceExpensesAmt041557
IRS990EZ/TotalRevenueAmt062085
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SBWHEELMEN.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt041650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt089450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt040850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt064350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0243800
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt021213
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.56060
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0136676
IRS990ScheduleA/SubstantialContributorsTotAmt0107124
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt041650
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt089450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt040850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt064350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0243800
IRS990ScheduleA/TotalSupportAmt0243800
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 1,555. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 778. GROSS PROFIT: 777. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 778. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 778.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: USAC.ORG. AMOUNT: 2,173. DESCRIPTION: INSURANCE. AMOUNT: 200. DESCRIPTION: AMATEUR RACER SUPPORT & REIMBURSEMENTS. AMOUNT: 5,603. DESCRIPTION: PRIZE MONEY. AMOUNT: 19,064. DESCRIPTION: TAX PREP & GOVERNMENT FEES. AMOUNT: 300. TOTAL TO FORM 990-EZ, LINE 16: 27,340.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARY ALPERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03105609184
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH BAY WHEELMEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0453268420
ReturnHeader/Filer/PhoneNum03105609184
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3224
ReturnHeader/Filer/USAddress/CityNm0REDONDO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090277
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330783700
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PDM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03460 TORRANCE BLVD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TORRANCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090503
ReturnHeader/PreparerPersonGrp/PhoneNum03105404118
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY P BOZANIC CPA
ReturnHeader/ReturnTs02017-08-14T11:04:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.75$0.81$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.82$0.86$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.79$0.74$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.81$0.60$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.14$0.12$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.42$0.25$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.75$1.01$0.25
2018Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.73$0.68$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.57$0.46$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.62$0.45$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.70$0.79$0.09
2014Summary only. Only limited summary data is available for this year.$0.14$0.00$0.62$0.69$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.68$0.73$0.05
2012Summary only. Only limited summary data is available for this year.$0.26$0.00$0.81$0.63$0.18