Civic Intelligence

Read with Me Volunteer Programs a California Nonprofit Public Benefi

990 • Fiscal year 2018 • EIN 47-1406641

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 07, 2018

PO Box 1016Rancho Mirage, CA 92270

(760) 799-3218

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

85th percentile

53%

Faster asset growth than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$236,593

Up $81,544 (+53%) from 2017

Net Assets

Up

$235,547

Up $80,498 (+52%) from 2017

Liabilities

Up

$1,046

Up $1,046 from 2017

Revenue

Up

$314,221

Up $62,618 (+25%) from 2017

Expenses

Up

$233,723

Up $36,808 (+19%) from 2017

Net Income

Up

$80,498

Up $25,810 (+47%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2016: $100,361Net Assets 2016: $100,3612016Assets 2017: $155,049Liabilities 2017: $0Net Assets 2017: $155,0492017Assets 2018: $236,593Liabilities 2018: $1,046Net Assets 2018: $235,5472018Assets 2019: $264,759Liabilities 2019: $3,947Net Assets 2019: $260,8122019Assets 2020: $298,578Liabilities 2020: $11,271Net Assets 2020: $287,3072020Assets 2021: $369,480Liabilities 2021: $19,265Net Assets 2021: $350,2152021Assets 2022: $352,387Liabilities 2022: $240Net Assets 2022: $352,1472022Assets 2023: $447,747Liabilities 2023: $21,117Net Assets 2023: $426,6302023Assets 2024: $494,587Liabilities 2024: $4,016Net Assets 2024: $490,5712024

Highlighted filing

2018

Assets$236,593
Liabilities$1,046
Net Assets$235,547

Operations Trend

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

$800K$600K$400K$200K$0Revenue 2016: $175,580Expenses 2016: $88,052Net Income 2016: $87,5282016Revenue 2017: $251,603Expenses 2017: $196,915Net Income 2017: $54,6882017Revenue 2018: $314,221Expenses 2018: $233,723Net Income 2018: $80,4982018Revenue 2019: $325,910Expenses 2019: $300,645Net Income 2019: $25,2652019Revenue 2020: $347,006Expenses 2020: $320,511Net Income 2020: $26,4952020Revenue 2021: $479,096Expenses 2021: $416,188Net Income 2021: $62,9082021Revenue 2022: $466,951Expenses 2022: $465,019Net Income 2022: $1,9322022Revenue 2023: $576,620Expenses 2023: $502,137Net Income 2023: $74,4832023Revenue 2024: $652,385Expenses 2024: $588,444Net Income 2024: $63,9412024

Highlighted filing

2018

Revenue$314,221
Expenses$233,723
Net Income$80,498
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 7, 2018
Return Version
2017v2.3
Gross Receipts
$314,221
Mission and Program Overview

Mission

To work with public schools that have a high concentration of children living in poverty and/or homes where no english is spoken and/or parental education is lacking. These geographic areas have few parents who can help in the classroom and give educational support to their children. We recruit educated, mature volunteers to work under the direction of the teacher. The teacher designates which children need help and provides the appropriate materials for them. The child reads to the volunteer, while the volunteer assists with comprehension and pronunciation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$152,809$233,307▲ $80,498
Cash and Non-Interest-Bearing Accounts$155,049$136,589▼ $18,460
Investments Other Securities-$100,004-
Pd in Cap Srpls Land Bldg Eqp Fund$2,240$2,240→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$155,049$236,593▲ $81,544
Liabilities
Accounts Payable and Accrued Expenses-$1,046-
Total Liabilities$0$1,046▲ $1,046
Net Assets / Fund Balance
Total Net Assets Fund Balance$155,049$235,547▲ $80,498
Total Liabilities and Net Assets / Fund Balance$155,049$236,593▲ $81,544

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$100,004--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Roberta E KleinPresident & Director
Clarence J Ferrari JrDirector
Dan GiovannittiDirector
Dr Edwin GomezDirector
Mike RoverDirector
Monsignor Howard LincolnDirector
V Manuel PerezDirector
Clay J KleinSecretary & Director
Steve SchleismanTreasurer & Director
Revenue and Support

Revenue Composition

Contributions and Grants
$314,164
Program Service Revenue
$0
Investment Income
$25
Other Revenue
$32
All Other Contributions
$309,164
Change in Net Assets
$80,498
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$170,362
Salaries, Compensation, and Employee Benefits$39,244
Grants and Similar Amounts Paid$24,117
Total Fundraising Expense$8,649
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$25,200$10,800-$36,000
Fees for Services Other$22,283$11,741-$34,024
Grants to Domestic Orgs$24,117--$24,117
All Other Expenses$1,967$4,363$8,649$14,979
Other Expenses$13,096--$13,096
Office Expenses-$6,865-$6,865
Advertising$6,420--$6,420
Insurance-$3,553-$3,553
Payroll Taxes$2,271$973-$3,244
Information Technology-$2,884-$2,884
Fees for Services Accounting-$1,495-$1,495
Travel$1,077--$1,077
Occupancy$450$450-$900
Total Functional Expenses$181,950$43,124$8,649$233,723
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mecca Elementary SchoolMecca, CA-Reading Program$18,317
Incline Village Elementary SchoolIncline Village, NV-Reading Program$4,000
Oasis ElementaryThermal, CA-Reading Program$1,500
Joslyn Senior CenterPalm Desert, CA-Reading Program$300
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Two board members, clay and roberta klein are married.

Form 990, Part VI, Section B, Line 11B

Tax returns are reviewed by the board prior to being finalized.

Form 990, Part VI, Section C, Line 19

The organization makes its governing douments, conflict of interest policy and financial statements available to the public upon request.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Roberta e. Klein - po box 1016, rancho mirage, ca 92270. Clay j. Klein - po box 1016, rancho mirage, ca 92270. Clarence j. Ferrari jr - po box 1016, rancho mirage, ca 92270. Steve schleisman - po box 1016, rancho mirage, ca 92270. Dan giovannitti - po box 1016, rancho mirage, ca 92270. Monsignor howard lincoln - po box 1016, rancho mirage, ca 92270. Dr. Edwin gomez - po box 1016, rancho mirage, ca 92270. V. Manuel perez - po box 1016, rancho mirage, ca 92270. Mike rover - po box 1016, rancho mirage, ca 92270.

Filing and Contact Details

Filer

Filer Name
Read With Me Volunteer Programs
EIN
47-1406641
Phone
7607993218
Address
PO BOX 1016, RANCHO MIRAGE, CA 92270

Signing Officer

Name
Roberta E Klein
Title
President & Director
Phone
7608612548
Signed
2018-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roberta E Klein
Formed
2014
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
1
Volunteers
644

Preparer

Firm
Osborne Rincon Cpas
Address
79245 CORPORATE CENTRE DRIVE, LA QUINTA, CA 92253
Preparer
Jason a Schneider CPA
Phone
7607779805
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Subcontractors: program service expenses 22,283. Management and general expenses 11,741. Fundraising expenses 0. Total expenses 34,024.

Raw XML AppendixShowing 400 of 410 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0314164
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0251603
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0175580
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt027026
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0768373
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0768373
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0314164
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0251603
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0175580
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt027026
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0768373
IRS990ScheduleA/TotalSupportAmt0768373
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0100004
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHARLES SCHWAB
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0100004
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt018317
IRS990ScheduleI/RecipientTable/CashGrantAmt14000
IRS990ScheduleI/RecipientTable/CashGrantAmt2300
IRS990ScheduleI/RecipientTable/CashGrantAmt31500
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0READING PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1READING PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2READING PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3READING PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MECCA ELEMENTARY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1INCLINE VILLAGE ELEMENTARY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2JOSLYN SENIOR CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3OASIS ELEMENTARY
IRS990ScheduleI/RecipientTable/RecipientEIN0956000929
IRS990ScheduleI/RecipientTable/RecipientEIN1886000919
IRS990ScheduleI/RecipientTable/RecipientEIN2953622332
IRS990ScheduleI/RecipientTable/RecipientEIN3330765218
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt065250 COAHUILLA ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1915 NORTHWOOD BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt273750 CATALINA WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt38175 74TH AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MECCA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1INCLINE VILLAGE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2PALM DESERT
IRS990ScheduleI/RecipientTable/USAddress/CityNm3THERMAL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NV
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092254
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd184951
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd292260
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd392274
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO BOARD MEMBERS, CLAY AND ROBERTA KLEIN ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX RETURNS ARE REVIEWED BY THE BOARD PRIOR TO BEING FINALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROBERTA E. KLEIN - PO BOX 1016, RANCHO MIRAGE, CA 92270. CLAY J. KLEIN - PO BOX 1016, RANCHO MIRAGE, CA 92270. CLARENCE J. FERRARI JR - PO BOX 1016, RANCHO MIRAGE, CA 92270. STEVE SCHLEISMAN - PO BOX 1016, RANCHO MIRAGE, CA 92270. DAN GIOVANNITTI - PO BOX 1016, RANCHO MIRAGE, CA 92270. MONSIGNOR HOWARD LINCOLN - PO BOX 1016, RANCHO MIRAGE, CA 92270. DR. EDWIN GOMEZ - PO BOX 1016, RANCHO MIRAGE, CA 92270. V. MANUEL PEREZ - PO BOX 1016, RANCHO MIRAGE, CA 92270. MIKE ROVER - PO BOX 1016, RANCHO MIRAGE, CA 92270.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 22,283. MANAGEMENT AND GENERAL EXPENSES 11,741. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,024.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0155049
IRS990/TotalAssetsEOYAmt0236593
IRS990/TotalAssetsGrp/BOYAmt0155049
IRS990/TotalAssetsGrp/EOYAmt0236593
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0314164
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt08649
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043124
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0181950
IRS990/TotalFunctionalExpensesGrp/TotalAmt0233723
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt01046
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01046
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0155049
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0235547
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0181950
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt057
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0314221
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0644
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0155049
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0236593
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01077
IRS990/TravelGrp/TotalAmt01077
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1016
IRS990/USAddress/CityNm0RANCHO MIRAGE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092270
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.READWITHMEVOLUNTEERS.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERTA E KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07608612548
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0READ WITH ME VOLUNTEER PROGRAMS
ReturnHeader/Filer/BusinessNameControlTxt0READ
ReturnHeader/Filer/EIN0471406641
ReturnHeader/Filer/PhoneNum07607993218
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1016
ReturnHeader/Filer/USAddress/CityNm0RANCHO MIRAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092270
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07AEF076E4CFF60A94DC1B09F1F22942B040B90DE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07AEF076E4CFF60A94DC1B09F1F22942B040B90DE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.158.153.219
ReturnHeader/FilingSecurityInformation/IPDt02018-08-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:32:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330783299
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OSBORNE RINCON CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt079245 CORPORATE CENTRE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA QUINTA

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