Civic Intelligence

Read with Me Volunteer Programs a California Nonprofit Public Benefi

990 • Fiscal year 2019 • EIN 47-1406641

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 28, 2019

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

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

59th percentile

7.8%

Higher net margin than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

54th percentile

3.7%

Faster revenue growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$264,759

Up $28,166 (+12%) from 2018

Net Assets

Up

$260,812

Up $25,265 (+11%) from 2018

Liabilities

Up

$3,947

Up $2,901 (+277%) from 2018

Revenue

Up

$325,910

Up $11,689 (+3.7%) from 2018

Expenses

Up

$300,645

Up $66,922 (+29%) from 2018

Net Income

Down

$25,265

Down $55,233 (-69%) from 2018

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

2019

Assets$264,759
Liabilities$3,947
Net Assets$260,812

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

2019

Revenue$325,910
Expenses$300,645
Net Income$25,265
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 28, 2019
Return Version
2018v3.1
Gross Receipts
$325,910
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$233,307$258,572▲ $25,265
Cash and Non-Interest-Bearing Accounts$136,589$161,423▲ $24,834
Investments Other Securities$100,004$103,336▲ $3,332
Pd in Cap Srpls Land Bldg Eqp Fund$2,240$2,240→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$236,593$264,759▲ $28,166
Liabilities
Deferred Revenue-$2,854-
Accounts Payable and Accrued Expenses$1,046$1,093▲ $47
Total Liabilities$1,046$3,947▲ $2,901
Net Assets / Fund Balance
Total Net Assets Fund Balance$235,547$260,812▲ $25,265
Total Liabilities and Net Assets / Fund Balance$236,593$264,759▲ $28,166

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$103,336--
Compensation and Service Providers

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$323,321
Program Service Revenue
$0
Investment Income
$535
Other Revenue
$2,054
All Other Contributions
$323,321
Change in Net Assets
$25,265
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$213,778
Salaries, Compensation, and Employee Benefits$53,467
Grants and Similar Amounts Paid$33,400
Total Fundraising Expense$13,722
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$34,608$14,832-$49,440
Fees for Services Other$20,127$10,841$7,724$38,692
Grants to Domestic Orgs$33,400--$33,400
All Other Expenses$7,641$7,018$5,998$20,657
Other Expenses$16,465--$16,465
Office Expenses-$8,556-$8,556
Advertising$6,910--$6,910
Payroll Taxes$2,819$1,208-$4,027
Information Technology-$3,036-$3,036
Insurance-$3,011-$3,011
Travel$2,444$227-$2,671
Fees for Services Legal-$1,635-$1,635
Occupancy$600$600-$1,200
Total Functional Expenses$235,959$50,964$13,722$300,645
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mecca Elementary SchoolMecca, CA-Reading Program$18,000
Incline Village Elementary SchoolIncline Village, NV-Reading Program$4,000
Mariposa AcademyReno, NV-Reading Program$3,700
Richard Oliphant ElementaryIndio, CA-Reading Program$3,000
Washoe County School DistrictReno, NV-Reading Program$2,500
Valley View ElementaryCoachella, CA-Reading Program$2,200
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
Annual disclosure for covered persons
Yes
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
Yes
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 B, Line 12C

Board members are required to self report any conflicts of interest as per the policy which is signed annually. Additionally, the organization monitors activity of the board members for any appearance of conflict.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, 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. Pat harris - 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
2019-08-28
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
650

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 20,127. Management and general expenses 10,841. Fundraising expenses 7,724. Total expenses 38,692.

Raw XML AppendixShowing 400 of 438 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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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0323321
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0233307
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0258572
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0323321
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0314164
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0251603
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0175580
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt027026
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01091694
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01091694
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0323321
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0314164
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0251603
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0175580
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt027026
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01091694
IRS990ScheduleA/TotalSupportAmt01091694
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0103336
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHARLES SCHWAB
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0103336
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt018000
IRS990ScheduleI/RecipientTable/CashGrantAmt14000
IRS990ScheduleI/RecipientTable/CashGrantAmt22500
IRS990ScheduleI/RecipientTable/CashGrantAmt32200
IRS990ScheduleI/RecipientTable/CashGrantAmt43700
IRS990ScheduleI/RecipientTable/CashGrantAmt53000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0READING PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1READING PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2READING PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3READING PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4READING PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5READING PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MECCA ELEMENTARY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1INCLINE VILLAGE ELEMENTARY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2WASHOE COUNTY SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3VALLEY VIEW ELEMENTARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4MARIPOSA ACADEMY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5RICHARD OLIPHANT ELEMENTARY
IRS990ScheduleI/RecipientTable/RecipientEIN0956000929
IRS990ScheduleI/RecipientTable/RecipientEIN1886000919
IRS990ScheduleI/RecipientTable/RecipientEIN2886000919
IRS990ScheduleI/RecipientTable/RecipientEIN3330765218
IRS990ScheduleI/RecipientTable/RecipientEIN4889000919
IRS990ScheduleI/RecipientTable/RecipientEIN5330743985
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt065250 CAHUILLA ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1915 NORTHWOOD BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2425 EAST NINTH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt385270 VALLEY RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt43875 GLEN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt541633 GORE ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MECCA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1INCLINE VILLAGE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2RENO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3COACHELLA
IRS990ScheduleI/RecipientTable/USAddress/CityNm4RENO
IRS990ScheduleI/RecipientTable/USAddress/CityNm5INDIO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NV
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NV
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4NV
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092254
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd184951
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd289512
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd392236
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd489502
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd592203
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/ExplanationTxt2BOARD MEMBERS ARE REQUIRED TO SELF REPORT ANY CONFLICTS OF INTEREST AS PER THE POLICY WHICH IS SIGNED ANNUALLY. ADDITIONALLY, THE ORGANIZATION MONITORS ACTIVITY OF THE BOARD MEMBERS FOR ANY APPEARANCE OF CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROBERTA 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. PAT HARRIS - PO BOX 1016, RANCHO MIRAGE, CA 92270.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 20,127. MANAGEMENT AND GENERAL EXPENSES 10,841. FUNDRAISING EXPENSES 7,724. TOTAL EXPENSES 38,692.
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 B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0236593
IRS990/TotalAssetsEOYAmt0264759
IRS990/TotalAssetsGrp/BOYAmt0236593
IRS990/TotalAssetsGrp/EOYAmt0264759
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0323321
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt013722
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt050964
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0235959
IRS990/TotalFunctionalExpensesGrp/TotalAmt0300645
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01046
IRS990/TotalLiabilitiesEOYAmt03947
IRS990/TotalLiabilitiesGrp/BOYAmt01046
IRS990/TotalLiabilitiesGrp/EOYAmt03947
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0235547
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0260812
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0235959
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0535
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02054
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0325910
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0650
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0236593
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0264759
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0227
IRS990/TravelGrp/ProgramServicesAmt02444
IRS990/TravelGrp/TotalAmt02671
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

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