Civic Intelligence

Bodhi Tree Concerts

990EZ • Fiscal year 2016 • EIN 45-4757600

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 27, 2017

PO Box 1617La Jolla, CA 92038

(917) 596-9359

Siviq Scores

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

Liabilities / Assets

90th percentile

0.56x

Higher debt load relative to assets than 90% of similar nonprofits.

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

Liabilities / Revenue

78th percentile

0.06x

Higher debt load relative to revenue than 78% of similar nonprofits.

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

Net Margin

82nd percentile

27%

Higher net margin than 82% 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

96th percentile

256%

Faster asset growth than 96% of similar nonprofits.

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

Revenue Growth

93rd percentile

105%

Faster revenue growth than 93% of similar nonprofits.

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

Assets

Up

$1,906

Up $1,371 (+256%) from 2015

Net Assets

Up

$846

Up $4,497 (+123%) from 2015

Liabilities

Down

$1,060

Down $3,126 (-75%) from 2015

Revenue

Up

$16,620

Up $8,526 (+105%) from 2015

Expenses

Up

$12,123

Up $3,061 (+34%) from 2015

Net Income

Up

$4,497

Up $5,465 (+565%) from 2015

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

2016

Assets$1,906
Liabilities$1,060
Net Assets$846

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

2016

Revenue$16,620
Expenses$12,123
Net Income$4,497
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 27, 2017
Return Version
2016v3.0
Gross Receipts
$35,135
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--
BEVERLY PEARCEDirector-$0--
CHAD FISQUEDirector-$0--
PATRICIA PISTREDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bodhi Tree Concerts
EIN
45-4757600
Address
PO Box 1617, La Jolla, CA 92038

Signing Officer

Name
Walter Dumelle
Title
President
Phone
9175969359
Signed
2017-06-27
Discuss with paid preparer
No

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 Jewish Family Services Street 8804 Balboa Ave City, State, Zip San Diego, CA 92123Relationship none Amount 1,000Grantee International Rescue Committee Street 5348 University Ave ste 205 City, State, Zip San Diego, CA 92105Relationship none Amount 800Grantee Point Loma Opera Theater Street 3900 lomaland Drive City, State, Zip San Diego, CA 92106Relationship none Amount 400Grantee Veterans Museum at Balboa Park Street 2115 Park Blvd City, State, Zip San Diego, CA 92101Relationship none Amount 1,550Grantee Free Flight Street 2132 Jimmy Durante Blvd City, State, Zip Del Mar, CA 92014Relationship none Amount 500Grantee We Pay/Go Me Fund Relationship none Amount 150

Description of other expenses Part I line 16

Description AmountInsurance 806

Description of total liabilities Part II line 26

Category Beginning of Year End of YearLoan 4,186 1,060

Raw XML Appendix187 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/USAddress/CityNm0San Diego
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
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/PersonNm6BEVERLY PEARCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHAD FISQUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PATRICIA PISTRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURERSECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0806
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012123
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt016620
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0bodhitreeconcerts.org
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016547
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012832
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04628
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08718
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt014440
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05403
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt014440
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05403
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0101898
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grantee Jewish Family Services Street 8804 Balboa Ave City, State, Zip San Diego, CA 92123Relationship none Amount 1,000Grantee International Rescue Committee Street 5348 University Ave ste 205 City, State, Zip San Diego, CA 92105Relationship none Amount 800Grantee Point Loma Opera Theater Street 3900 lomaland Drive City, State, Zip San Diego, CA 92106Relationship none Amount 400Grantee Veterans Museum at Balboa Park Street 2115 Park Blvd City, State, Zip San Diego, CA 92101Relationship none Amount 1,550Grantee Free Flight Street 2132 Jimmy Durante Blvd City, State, Zip Del Mar, CA 92014Relationship none Amount 500Grantee We Pay/Go Me Fund Relationship none Amount 150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountInsurance 806
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearLoan 4,186 1,060
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER DUMELLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09175969359
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BODHI TREE CONCERTS
ReturnHeader/Filer/BusinessNameControlTxt0BODH
ReturnHeader/Filer/EIN0454757600
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1617
ReturnHeader/Filer/USAddress/CityNm0La Jolla
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092038
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.95.38.110
ReturnHeader/FilingSecurityInformation/IPDt02017-07-21
ReturnHeader/FilingSecurityInformation/IPTm014:49:59
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/PreparationDt02017-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mervyn Friedlander
ReturnHeader/ReturnTs02017-07-21T14:48:08-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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