Civic Intelligence

Iosh Southwest Priory

990EZ • Fiscal year 2019 • EIN 47-3010732

Jan 01, 2019 to Dec 31, 2019 • Filed on May 15, 2020

Organization ProfileN/A
512 Arroyo SquareSouth Pasadena, CA 91030

(626) 232-8975

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

4th percentile

-67%

Faster asset growth than 4% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

33rd percentile

-8.6%

Faster revenue growth than 33% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$5,497

Down $11,336 (-67%) from 2018

Net Assets

Down

$5,497

Down $11,336 (-67%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin17th percentile

Revenue

Down

$62,285

Down $5,870 (-8.6%) from 2018

Expenses

Down

$73,621

Down $23,955 (-25%) from 2018

Net Income

Up

-$11,336

Up $18,085 (+61%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$60K$40K$20K$0Assets 2018: $16,833Liabilities 2018: $0Net Assets 2018: $16,8332018Assets 2019: $5,497Liabilities 2019: $0Net Assets 2019: $5,4972019Assets 2020: $13,240Liabilities 2020: $0Net Assets 2020: $13,2402020Assets 2021: $9,623Liabilities 2021: $0Net Assets 2021: $9,6232021Assets 2022: $20,172Liabilities 2022: $0Net Assets 2022: $20,1722022Assets 2023: $25,616Liabilities 2023: $0Net Assets 2023: $25,6162023Assets 2024: $40,610Liabilities 2024: $0Net Assets 2024: $40,6102024

Highlighted filing

2019

Assets$5,497
Liabilities$0
Net Assets$5,497
Open 2019 Filing

Operations Trend

Revenue Growth33rd percentile

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

$150K$100K$50K$0-$50KRevenue 2018: $68,155Expenses 2018: $97,576Net Income 2018: -$29,4212018Revenue 2019: $62,285Expenses 2019: $73,621Net Income 2019: -$11,3362019Revenue 2020: $71,218Expenses 2020: $63,475Net Income 2020: $7,7432020Revenue 2021: $69,548Expenses 2021: $73,165Net Income 2021: -$3,6172021Revenue 2022: $103,248Expenses 2022: $92,699Net Income 2022: $10,5492022Revenue 2023: $114,750Expenses 2023: $109,306Net Income 2023: $5,4442023Revenue 2024: $122,934Expenses 2024: $107,940Net Income 2024: $14,9942024

Highlighted filing

2019

Revenue$62,285
Expenses$73,621
Net Income-$11,336
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 15, 2020
Return Version
2019v5.1
Gross Receipts
$62,285
Mission and Program Overview

Mission

Mutual benefit organization to provide wildlife conservation

Program Services

DescriptionGrantsExpenses
WILDLIFE MANAGEMENT & OUTDOOR SPORTS - MEETINGS, EQUIPMENT DEMONSTRATIONS, MEMBERSHIP RECRUITMENT EVENTS$0$73,622
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL HAYESPresident-$0--
JOHN HOWETreasurer-$0--
ERIC REIMERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Iosh Southwest Priory
EIN
47-3010732
Phone
6262328975
Address
512 ARROYO SQUARE, SOUTH PASADENA, CA 91030

Signing Officer

Name
Jonathan Howe
Title
Treasurer
Phone
6262328975
Signed
2020-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Takata & Marzalek Inc
Address
20300 VENTURA BLVD STE 160, WOODLAND HILLS, CA 91364
Preparer
Teena a Takata CPA
Phone
8187031040
Supplemental Narrative

Additional Explanations

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

“Description: speaker fees, event venue costs, catering fees. Amount: 72,154. Description: bank charges & fees. Amount: 330. Description: insurance. Amount: 1,137. Total to form 990-ez, line 16: 73,621.”

Raw XML Appendix111 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JON HOWE
IRS990EZ/BooksInCareOfDetail/PhoneNum06262328975
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0512 ARROYO SQUARE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTH PASADENA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091030
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016833
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05497
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-11336
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016833
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05497
IRS990EZ/GrossReceiptsAmt062285
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt013120
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016833
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05497
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016833
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05497
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BILL HAYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN HOWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIC REIMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt073621
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0MUTUAL BENEFIT ORGANIZATION TO PROVIDE WILDLIFE CONSERVATION
IRS990EZ/ProgramServiceRevenueAmt049165
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WILDLIFE MANAGEMENT & OUTDOOR SPORTS - MEETINGS, EQUIPMENT DEMONSTRATIONS, MEMBERSHIP RECRUITMENT EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt073622
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NV
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt073621
IRS990EZ/TotalProgramServiceExpensesAmt073622
IRS990EZ/TotalRevenueAmt062285
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SPEAKER FEES, EVENT VENUE COSTS, CATERING FEES. AMOUNT: 72,154. DESCRIPTION: BANK CHARGES & FEES. AMOUNT: 330. DESCRIPTION: INSURANCE. AMOUNT: 1,137. TOTAL TO FORM 990-EZ, LINE 16: 73,621.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN HOWE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06262328975
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IOSH SOUTHWEST PRIORY
ReturnHeader/Filer/BusinessNameControlTxt0IOSH
ReturnHeader/Filer/EIN0473010732
ReturnHeader/Filer/PhoneNum06262328975
ReturnHeader/Filer/USAddress/AddressLine1Txt0512 ARROYO SQUARE
ReturnHeader/Filer/USAddress/CityNm0SOUTH PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091030
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId021CFC9129B8BC8A246DF7F5E0543BD84BCACBC45
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FEC3B53726C599149EE5ED60B66791A6ACCED764
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.178.184.163
ReturnHeader/FilingSecurityInformation/IPDt02020-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:44:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954718838
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAKATA & MARZALEK INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020300 VENTURA BLVD STE 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODLAND HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091364
ReturnHeader/PreparerPersonGrp/PhoneNum08187031040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TEENA A TAKATA CPA
ReturnHeader/ReturnTs02020-05-15T15:37:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,497
Liabilities
$0
Net assets
$5,497
Revenue
$62,285
Expenses
$73,621
Net income
-$11,336
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$1.23$1.08$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.00$0.26$1.15$1.09$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$1.03$0.93$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.70$0.73$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.71$0.63$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.62$0.74$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.68$0.98$0.29