Civic Intelligence

Bodhi Tree Concerts

990EZ • Fiscal year 2014 • EIN 45-4757600

Jan 01, 2014 to Dec 31, 2014 • Filed on May 12, 2015

2206 Adams AveSan Diego, CA 92116

(917) 596-9359

Siviq Scores

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

Liabilities / Assets

98th percentile

3.65x

Higher debt load relative to assets than 98% of similar nonprofits.

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

Liabilities / Revenue

93rd percentile

0.58x

Higher debt load relative to revenue than 93% of similar nonprofits.

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

Net Margin

45th percentile

1.0%

Higher net margin than 45% of similar nonprofits.

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

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% 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

22nd percentile

-17%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

95th percentile

151%

Faster revenue growth than 95% of similar nonprofits.

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

Assets

Down

$1,013

Down $203 (-17%) from 2013

Net Assets

Up

-$2,683

Up $65 (+2.4%) from 2013

Liabilities

Down

$3,696

Down $268 (-6.8%) from 2013

Revenue

Up

$6,386

Up $3,837 (+151%) from 2013

Expenses

Up

$6,321

Up $2,300 (+57%) from 2013

Net Income

Up

$65

Up $1,537 (+104%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0-$20KAssets 2012: $109Liabilities 2012: $1,385Net Assets 2012: -$1,2762012Assets 2013: $1,216Liabilities 2013: $3,964Net Assets 2013: -$2,7482013Assets 2014: $1,013Liabilities 2014: $3,696Net Assets 2014: -$2,6832014Assets 2015: $535Liabilities 2015: $4,186Net Assets 2015: -$3,6512015Assets 2016: $1,906Liabilities 2016: $1,060Net Assets 2016: $8462016Assets 2017: $7,037Liabilities 2017: $1,885Net Assets 2017: $5,1522017Assets 2018: $407Liabilities 2018: $865Net Assets 2018: -$4582018Assets 2019: $4,966Liabilities 2019: $1,174Net Assets 2019: $3,7922019Assets 2020: $7,055Liabilities 2020: $2,828Net Assets 2020: $4,2272020Assets 2021: $492Liabilities 2021: $250Net Assets 2021: $2422021Assets 2022: $31,722Liabilities 2022: $0Net Assets 2022: $31,7222022Assets 2023: $25,866Liabilities 2023: $0Net Assets 2023: $25,8662023Assets 2024: $45,067Liabilities 2024: $0Net Assets 2024: $45,0672024Assets 2025: $52,658Liabilities 2025: $0Net Assets 2025: $52,6582025

Highlighted filing

2014

Assets$1,013
Liabilities$3,696
Net Assets-$2,683

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $779Expenses 2012: $2,055Net Income 2012: -$1,2762012Revenue 2013: $2,549Expenses 2013: $4,021Net Income 2013: -$1,4722013Revenue 2014: $6,386Expenses 2014: $6,321Net Income 2014: $652014Revenue 2015: $8,094Expenses 2015: $9,062Net Income 2015: -$9682015Revenue 2016: $16,620Expenses 2016: $12,123Net Income 2016: $4,4972016Revenue 2017: $9,323Expenses 2017: $5,017Net Income 2017: $4,3062017Revenue 2018: $30,000Expenses 2018: $35,610Net Income 2018: -$5,6102018Revenue 2019: $44,275Expenses 2019: $40,025Net Income 2019: $4,2502019Revenue 2020: $38,540Expenses 2020: $38,105Net Income 2020: $4352020Revenue 2021: $47,261Expenses 2021: $51,246Net Income 2021: -$3,9852021Revenue 2022: $102,568Expenses 2022: $71,088Net Income 2022: $31,4802022Revenue 2023: $6,921Expenses 2023: $12,777Net Income 2023: -$5,8562023Revenue 2024: $28,228Expenses 2024: $9,027Net Income 2024: $19,2012024Revenue 2025: $18,666Expenses 2025: $11,075Net Income 2025: $7,5912025

Highlighted filing

2014

Revenue$6,386
Expenses$6,321
Net Income$65
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
Gross Receipts
$23,293
Mission and Program Overview

Mission

CHARITABLE

Program Services

DescriptionGrantsExpenses
PROMOTION OF MUSIC CONCERTS TO BENEFIT VARIOUS LOCAL CHARITIES--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER DUMELLEPresident-$0--
DIANA DUMELLETreasurersecretary-$0--
ELEANOR ELLSWORTHVice President-$0--
JAMIE MORANDirector-$0--
SUSIE MCGOWANDirector-$0--
JANIE PRIMDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bodhi Tree Concerts
EIN
45-4757600
Address
2206 ADAMS AVE, San Diego, CA 92116

Signing Officer

Name
Walter Dumelle
Title
President
Phone
9175969359
Signed
2015-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Add Up Tax Solutions
Address
4340 Genesee Ave Ste 204, San Diego, CA 92117
Preparer
Mervyn Friedlander
Phone
8585878224
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Grantee MLK Community Street PO Box 5445 City, State, Zip San Diego, CA 92165Relationship none Amount 1,000Grantee Foundation for Women Street 4747 Morena Blvd City, State, Zip San Diego, CA 92117Relationship none Amount 800Grantee San Diegom Opera Street 233 A Street City, State, Zip San Diego, CA 92101Relationship none Amount 500Grantee Arts a Reason Street 200 E 12th street City, State, Zip National City, CA 91950Relationship none Amount 500

Description of other expenses Part I line 16

Description AmountInsurance 1,047Licence 100Secretary of State fee 20Tax preparation 195Bank charges and fees 211Registration fee 40

Description of total liabilities Part II line 26

Category Beginning of Year End of YearLoan 3,964 3,696

Raw XML Appendix156 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/PhoneNum09175969359
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092105
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01216
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt016907
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WALTER DUMELLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANA DUMELLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELEANOR ELLSWORTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMIE MORAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUSIE MCGOWAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JANIE PRIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURERSECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt01613
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE
IRS990EZ/PrintingPublicationsPostageAmt0409
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt06321
IRS990EZ/TotalProgramServiceExpensesAmt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt044782
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grantee MLK Community Street PO Box 5445 City, State, Zip San Diego, CA 92165Relationship none Amount 1,000Grantee Foundation for Women Street 4747 Morena Blvd City, State, Zip San Diego, CA 92117Relationship none Amount 800Grantee San Diegom Opera Street 233 A Street City, State, Zip San Diego, CA 92101Relationship none Amount 500Grantee Arts a Reason Street 200 E 12th street City, State, Zip National City, CA 91950Relationship none Amount 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountInsurance 1,047Licence 100Secretary of State fee 20Tax preparation 195Bank charges and fees 211Registration fee 40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearLoan 3,964 3,696
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER DUMELLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09175969359
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BODHI TREE CONCERTS
ReturnHeader/Filer/BusinessNameControlTxt0BODH
ReturnHeader/Filer/EIN0454757600
ReturnHeader/Filer/USAddress/AddressLine1Txt02206 ADAMS AVE
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092116
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330126752
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Add Up Tax Solutions
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04340 Genesee Ave Ste 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092117
ReturnHeader/PreparerPersonGrp/PhoneNum08585878224
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mervyn Friedlander
ReturnHeader/ReturnTs02015-05-15T11:56:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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.$0.53$0.00$0.53$0.19$0.11$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.28$0.09$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.07$0.13$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$1.03$0.71$0.31
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.47$0.51$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.07$0.03$0.04$0.39$0.38$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.05$0.01$0.04$0.44$0.40$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.01$0.00$0.30$0.36$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.07$0.02$0.05$0.09$0.05$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.01$0.01$0.17$0.12$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.04$0.04$0.08$0.09$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.04$0.03$0.06$0.06$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.01$0.04$0.03$0.03$0.04$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.01$0.01$0.01$0.02$0.01