Civic Intelligence

Golden Tate Foundation

EIN 47-1941773 • 501(c)3 • San Diego, CA

Profile

To raise resources for furthering the development of underserved children, mostly between the ages of 8-13.

8136 Entrada DE Luz ESan Diego, CA 92127

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

85th percentile

44%

Faster asset growth than 85% of similar nonprofits.

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

Revenue Growth

34th percentile

-20%

Faster revenue growth than 34% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$39,904

Up $12,172 (+44%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

$39,904

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin78th percentile

Revenue

Down

$47,897

Down $11,738 (-20%) from 2017

Expenses

Down

$35,725

Down $17,044 (-32%) from 2017

Net Income

Up

$12,172

Up $5,306 (+77%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2015: $19,256Liabilities 2015: $02015Assets 2016: $20,866Liabilities 2016: $02016Assets 2017: $27,732Liabilities 2017: $02017Assets 2018: $39,904Liabilities 2018: $0Net Assets 2018: $39,9042018

Highlighted filing

2018

Assets$39,904
Liabilities$0
Net Assets$39,904
Open 2018 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0Revenue 2015: $21,408Expenses 2015: $2,152Net Income 2015: $19,2562015Revenue 2016: $49,737Expenses 2016: $24,545Net Income 2016: $25,1922016Revenue 2017: $59,635Expenses 2017: $52,769Net Income 2017: $6,8662017Revenue 2018: $47,897Expenses 2018: $35,725Net Income 2018: $12,1722018

Highlighted filing

2018

Revenue$47,897
Expenses$35,725
Net Income$12,172
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,904
Liabilities
$0
Net assets
$39,904
Revenue
$47,897
Expenses
$35,725
Net income
$12,172
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$39.9$0.00$39.9$47.9$35.7$12.2
2017Summary only. Only limited summary data is available for this year.$27.7$0.00$59.6$52.8$6.87
2016Summary only. Only limited summary data is available for this year.$20.9$0.00$49.7$24.5$25.2
2015Summary only. Only limited summary data is available for this year.$19.3$0.00$21.4$2.15$19.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 11, 2020
Return Version
2018v3.1
Gross Receipts
$72,632
Mission and Program Overview

Mission

To raise resources for furthering the development of underserved children, mostly between the ages of 8-13.

Program Services

DescriptionGrantsExpenses
THE GOLDEN TATE FOUNDATION SEEKS TO RAISE RESOURCES FOR UNDERSERVED YOUTH ACTIVITIES INCLUDING ATHLETICS, FINE AND PERFORMING ARTS. THE FOUNDATION HOLDS FUNDRAISING ACTIVITIES SUCH AS YOUTH CAMPS, GOLF TOURNAMENTS, AUCTIONS AND OTHER EVENTS. FUNDS RAISED GO TOWARD FURTHERING THE DEVELOPMENT OF UNDERSERVED CHILDREN, MOSTLY BETWEEN THE AGES OF 8-13. THE FOUNDATION ALSO RAISES RESOURCES AND AWARENESS FOR UNDERSERVED MILITARY AND VETERAN-RELATED CAUSES.$26,000$35,638
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GOLDEN TATE IIIDirectorPT$0--
ELISE TATESecretaryPT$0--
WESLEY TATEDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Stars and Strikes$65,142$21,857$12,653$9,204
Total Events$65,142$21,857$24,735$-2,878
Filing and Contact Details

Filer

Filer Name
Golden Tate Foundation
EIN
47-1941773
Phone
9412961550
Address
8136 ENTRADA DE LUZ E, SAN DIEGO, CA 92127

Signing Officer

Name
Golden Tate Iii
Title
Director
Phone
9412961550
Signed
2020-03-11
Discuss with paid preparer
Yes

Preparer

Firm
Kerkering Barberio & Co
Address
PO BOX 49348, SARASOTA, FL 34230-6348
Preparer
Rebecca U Stoner
Phone
9413654617
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: charitable holiday gifts. Amount: 6,715. Description: travel. Amount: 2,777. Description: administrative expense. Amount: 60. Description: bank charges. Amount: 27. Description: miscellaneous. Amount: 50. Total to form 990-ez, line 16: 9,629.”

Raw XML Appendix170 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/PersonNm0GOLDEN TATE III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELISE TATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WESLEY TATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt09629
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE RESOURCES FOR FURTHERING THE DEVELOPMENT OF UNDERSERVED CHILDREN, MOSTLY BETWEEN THE AGES OF 8-13.
IRS990EZ/PrintingPublicationsPostageAmt096
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE GOLDEN TATE FOUNDATION SEEKS TO RAISE RESOURCES FOR UNDERSERVED YOUTH ACTIVITIES INCLUDING ATHLETICS, FINE AND PERFORMING ARTS. THE FOUNDATION HOLDS FUNDRAISING ACTIVITIES SUCH AS YOUTH CAMPS, GOLF TOURNAMENTS, AUCTIONS AND OTHER EVENTS. FUNDS RAISED GO TOWARD FURTHERING THE DEVELOPMENT OF UNDERSERVED CHILDREN, MOSTLY BETWEEN THE AGES OF 8-13. THE FOUNDATION ALSO RAISES RESOURCES AND AWARENESS FOR UNDERSERVED MILITARY AND VETERAN-RELATED CAUSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026000
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION'S INITIAL REPORTING PERIOD WAS A SHORT YEAR BEGINNING SEPTEMBER 1, 2015 AND ENDING DECEMBER 31, 2015.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990 SCHEDULE A PART II
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt050775
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt052233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt040827
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0154835
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt064851
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01964
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01000
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01450
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CHARITABLE HOLIDAY GIFTS. AMOUNT: 6,715. DESCRIPTION: TRAVEL. AMOUNT: 2,777. DESCRIPTION: ADMINISTRATIVE EXPENSE. AMOUNT: 60. DESCRIPTION: BANK CHARGES. AMOUNT: 27. DESCRIPTION: MISCELLANEOUS. AMOUNT: 50. TOTAL TO FORM 990-EZ, LINE 16: 9,629.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReasonableCauseExplanation/ExplanationTxt0TAXPAYER BELIEVED THAT THEIR PREVIOUS ACCOUNTANT HAD COMPLIED WITH ALL FILING REQUIREMENTS FOR 2018. TAXPAYER HAS SINCE CHANGED ACCOUNTANTS, AND RESPECTFULLY REQUESTS ABATEMENT OF ANY PENALTIES. ALL FUTURE RETURNS WILL BE FILED TIMELY.
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GOLDEN TATE III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09412961550
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GOLDEN TATE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DBA GOLDEN FUTURE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GOLD
ReturnHeader/Filer/EIN0471941773
ReturnHeader/Filer/PhoneNum09412961550
ReturnHeader/Filer/USAddress/AddressLine1Txt08136 ENTRADA DE LUZ E
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.101.221.218
ReturnHeader/FilingSecurityInformation/IPDt02020-03-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:47:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591753337
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KERKERING BARBERIO & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 49348
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0342306348
ReturnHeader/PreparerPersonGrp/PhoneNum09413654617
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA U STONER
ReturnHeader/ReturnTs02020-04-01T09:52:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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