Civic Intelligence

Santa Clarita Optimist Foundation

990EZ • Fiscal year 2016 • EIN 46-4800950

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 08, 2017

Organization ProfileN/A
27976 Red Pine CourtValencia, CA 91354

(661) 263-6677

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

75th percentile

18%

Higher net margin than 75% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$20,343

No earlier filing loaded for comparison.

Net Assets

$20,343

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

$64,424

No earlier filing loaded for comparison.

Expenses

$52,608

No earlier filing loaded for comparison.

Net Income

$11,816

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2016: $20,343Net Assets 2016: $20,3432016Assets 2017: $16,932Net Assets 2017: $16,9322017Assets 2018: $14,876Net Assets 2018: $14,8762018Assets 2019: $24,359Net Assets 2019: $24,3592019Assets 2020: $13,373Net Assets 2020: $13,3732020

Highlighted filing

2016

Assets$20,343
Liabilities-
Net Assets$20,343
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2016: $64,424Expenses 2016: $52,608Net Income 2016: $11,8162016Revenue 2017: $58,275Expenses 2017: $61,686Net Income 2017: -$3,4112017Revenue 2018: $31,215Expenses 2018: $51,516Net Income 2018: -$20,3012018Revenue 2019: $53,487Expenses 2019: $59,082Net Income 2019: -$5,5952019Revenue 2020: $6,625Expenses 2020: $17,611Net Income 2020: -$10,9862020

Highlighted filing

2016

Revenue$64,424
Expenses$52,608
Net Income$11,816
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$64,424
Mission and Program Overview

Mission

To Bring Out The Best In Children through Optimism.

Program Services

DescriptionGrantsExpenses
The organization conducted a Safety Town project for children in first & second grades.$20,205-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Norbert MonizPresident-$0--
Steven DubenTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Santa Clarita Optimist Foundation
EIN
46-4800950
Phone
6612636677
Address
27976 Red Pine Court, Valencia, CA 91354

Signing Officer

Name
Norbert Moniz
Title
President
Signed
2017-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Duben & Associates
Address
16055 Ventura Blvd Suite 1212, Encino, CA 91436
Preparer
Steven J Duben CPA
Phone
8185287225
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Various Organized Charties | Donee's Address: PO Box 411076 Los Angeles CA 90041 | Cash Amount Given: $20330”

Other Expenses.1001

“Advertising and Promotion $102”

Other Expenses.1

“Safetown $20205”

Other Expenses.2

“Chinese Auction $10381”

Other Expenses.3

“Supplies $218”

Other Expenses.6

“Bank charges $36”

Other Expenses.7

“Telephone $27”

Raw XML Appendix130 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Valencia
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091387
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Norbert Moniz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Steven Duben
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt030969
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To Bring Out The Best In Children through Optimism.
IRS990EZ/PrintingPublicationsPostageAmt0269
IRS990EZ/ProgramServiceRevenueAmt061727
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization conducted a Safety Town project for children in first & second grades.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020205
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052608
IRS990EZ/TotalProgramServiceExpensesAmt020205
IRS990EZ/TotalRevenueAmt064424
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02697
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02697
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt02697
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02697
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02697
IRS990ScheduleA/TotalSupportAmt02697
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Various Organized Charties | Donee's Address: PO Box 411076 Los Angeles CA 90041 | Cash Amount Given: $20330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Safetown $20205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Chinese Auction $10381
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies $218
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank charges $36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Telephone $27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Norbert Moniz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Santa Clarita Optimist Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0464800950
ReturnHeader/Filer/PhoneNum06612636677
ReturnHeader/Filer/USAddress/AddressLine1Txt027976 Red Pine Court
ReturnHeader/Filer/USAddress/CityNm0Valencia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091354
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Duben & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016055 Ventura Blvd Suite 1212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Encino
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091436
ReturnHeader/PreparerPersonGrp/PhoneNum08185287225
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN J DUBEN CPA
ReturnHeader/ReturnTs02017-11-08T10:22:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,343
Liabilities
-
Net assets
$20,343
Revenue
$64,424
Expenses
$52,608
Net income
$11,816
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$13.4$13.4$6.63$17.6$11.0
2019Detailed filing. Detailed filing data is available for this year.$24.4$24.4$53.5$59.1$5.60
2018Detailed filing. Detailed filing data is available for this year.$14.9$14.9$31.2$51.5$20.3
2017Detailed filing. Detailed filing data is available for this year.$16.9$16.9$58.3$61.7$3.41
2016Detailed filing. Detailed filing data is available for this year.$20.3$20.3$64.4$52.6$11.8