Civic Intelligence

South Bay Wheelmen Foundation

990EZ • Fiscal year 2020 • EIN 45-3268420

Oct 01, 2019 to Sep 30, 2020 • Filed on Dec 07, 2020

Organization ProfileWWW.SBWHEELMEN.ORG
PO Box 3224Redondo Beach, CA 90277

(310) 308-6050

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

85th percentile

41%

Higher net margin than 85% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

90th percentile

135%

Faster asset growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

25th percentile

-44%

Faster revenue growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$29,899

Up $17,167 (+135%) from 2019

Net Assets

Up

$29,899

Up $17,167 (+135%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin85th percentile

Revenue

Down

$41,908

Down $33,513 (-44%) from 2019

Expenses

Down

$24,741

Down $75,870 (-75%) from 2019

Net Income

Up

$17,167

Up $42,357 (+168%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

2020

Assets$29,899
Liabilities$0
Net Assets$29,899
Open 2020 Filing

Operations Trend

Revenue Growth25th percentile

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

2020

Revenue$41,908
Expenses$24,741
Net Income$17,167
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Dec 7, 2020
Return Version
2019v5.1
Gross Receipts
$41,908
Mission and Program Overview

Mission

To support amateur cycling and safety.

To support amateur cycling and safety

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPORT TO AMATEUR CYCLISTS AND OTHER CYCLING ORGANIZATIONS.$0$19,832
HOST MANHATTAN BEACH GRAND PRIX BICYCLE RACE EVENT WITH OVER 600 ADULT AND CHILDREN CYCLIST PARTICIPANTS.$0$4,909
Compensation and Service Providers
Top Officer Pay76th percentile

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
3103086050
Address
PO BOX 3224, REDONDO BEACH, CA 90277

Signing Officer

Name
Cary Alpert
Title
Treasurer
Phone
3105609184
Signed
2020-12-07
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: 1,981. Returns and allowances: 0. Less cost of goods sold: 0. Gross profit: 1,981.”

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

“Description: usac.org fees. Amount: 200. Description: miscellaneous. Amount: 1,020. Description: insurance. Amount: 1,419. Description: amateur racer support & reimbursements. Amount: 19,832. Description: tax prep & government fees. Amount: 455. Description: sponsorship events. Amount: 747. Total to form 990-ez, line 16: 23,673.”

Raw XML Appendix155 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/BOYAmt012732
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029899
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt039927
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt017167
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012732
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029899
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01981
IRS990EZ/GrossReceiptsAmt041908
IRS990EZ/GrossSalesOfInventoryAmt01981
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012732
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029899
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012732
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029899
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/OtherExpensesTotalAmt023673
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT AMATEUR CYCLING AND SAFETY
IRS990EZ/PrintingPublicationsPostageAmt01068
IRS990EZ/ProgramServiceRevenueAmt00
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/ProgramServiceExpensesAmt04909
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt119832
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/TotalExpensesAmt024741
IRS990EZ/TotalProgramServiceExpensesAmt024741
IRS990EZ/TotalRevenueAmt041908
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SBWHEELMEN.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt039927
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt057465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt051675
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt042000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt041650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0232717
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt084721
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.37540
IRS990ScheduleA/PublicSupportPY170Pct00.49920
IRS990ScheduleA/PublicSupportTotal170Amt087371
IRS990ScheduleA/SubstantialContributorsTotAmt0145346
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt039927
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt057465
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt051675
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt042000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt041650
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0232717
IRS990ScheduleA/TotalSupportAmt0232717
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: 1,981. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 0. GROSS PROFIT: 1,981.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: USAC.ORG FEES. AMOUNT: 200. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,020. DESCRIPTION: INSURANCE. AMOUNT: 1,419. DESCRIPTION: AMATEUR RACER SUPPORT & REIMBURSEMENTS. AMOUNT: 19,832. DESCRIPTION: TAX PREP & GOVERNMENT FEES. AMOUNT: 455. DESCRIPTION: SPONSORSHIP EVENTS. AMOUNT: 747. TOTAL TO FORM 990-EZ, LINE 16: 23,673.
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/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARY ALPERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03105609184
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH BAY WHEELMEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0453268420
ReturnHeader/Filer/PhoneNum03103086050
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3224
ReturnHeader/Filer/USAddress/CityNm0REDONDO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090277
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.178.155.202
ReturnHeader/FilingSecurityInformation/IPDt02020-12-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm016:28:06
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/ReturnTs02020-12-15T19:29:17-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,899
Liabilities
$0
Net assets
$29,899
Revenue
$41,908
Expenses
$24,741
Net income
$17,167
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