Civic Intelligence

Tradition in Action Inc.

990 • Fiscal year 2015 • EIN 48-1183942

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 14, 2016

545 N Taylor Ave No 3Montebello, CA 90640

(323) 725-0219

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

92nd percentile

$47,500

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

57th percentile

5.7%

Faster asset growth than 57% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$435,172

Up $23,612 (+5.7%) from 2014

Net Assets

Up

$435,172

Up $23,612 (+5.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$231,586

Down $34,723 (-13%) from 2014

Expenses

Down

$207,974

Down $23,473 (-10%) from 2014

Net Income

Down

$23,612

Down $11,250 (-32%) from 2014

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $212,956Liabilities 2010: $0Net Assets 2010: $212,9562010Assets 2011: $413,788Liabilities 2011: $1,550Net Assets 2011: $412,2382011Assets 2012: $368,498Liabilities 2012: $450Net Assets 2012: $368,0482012Assets 2013: $376,698Liabilities 2013: $0Net Assets 2013: $376,6982013Assets 2014: $411,560Liabilities 2014: $0Net Assets 2014: $411,5602014Assets 2015: $435,172Liabilities 2015: $0Net Assets 2015: $435,1722015Assets 2016: $449,940Liabilities 2016: $0Net Assets 2016: $449,9402016Assets 2017: $448,029Liabilities 2017: $0Net Assets 2017: $448,0292017Assets 2018: $548,807Liabilities 2018: $0Net Assets 2018: $548,8072018Assets 2019: $350,362Liabilities 2019: $0Net Assets 2019: $350,3622019Assets 2020: $392,525Liabilities 2020: $0Net Assets 2020: $392,5252020Assets 2021: $463,070Liabilities 2021: $0Net Assets 2021: $463,0702021Assets 2022: $459,094Liabilities 2022: $0Net Assets 2022: $459,0942022Assets 2023: $693,032Liabilities 2023: $0Net Assets 2023: $693,0322023Assets 2024: $770,966Liabilities 2024: $0Net Assets 2024: $770,9662024

Highlighted filing

2015

Assets$435,172
Liabilities$0
Net Assets$435,172

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $120,748Expenses 2010: $236,158Net Income 2010: -$115,4102010Expenses 2011: $142,8982011Revenue 2012: $130,500Expenses 2012: $143,145Net Income 2012: -$12,6452012Revenue 2013: $217,076Expenses 2013: $212,316Net Income 2013: $4,7602013Revenue 2014: $266,309Expenses 2014: $231,447Net Income 2014: $34,8622014Revenue 2015: $231,586Expenses 2015: $207,974Net Income 2015: $23,6122015Revenue 2016: $259,833Expenses 2016: $255,474Net Income 2016: $4,3592016Revenue 2017: $284,269Expenses 2017: $314,939Net Income 2017: -$30,6702017Revenue 2018: $430,433Expenses 2018: $329,655Net Income 2018: $100,7782018Revenue 2019: $197,420Expenses 2019: $387,105Net Income 2019: -$189,6852019Revenue 2020: $454,925Expenses 2020: $392,522Net Income 2020: $62,4032020Revenue 2021: $560,568Expenses 2021: $496,851Net Income 2021: $63,7172021Revenue 2022: $554,798Expenses 2022: $563,378Net Income 2022: -$8,5802022Revenue 2023: $708,628Expenses 2023: $508,140Net Income 2023: $200,4882023Revenue 2024: $529,416Expenses 2024: $461,334Net Income 2024: $68,0822024

Highlighted filing

2015

Revenue$231,586
Expenses$207,974
Net Income$23,612
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 14, 2016
Return Version
2015v2.1
Gross Receipts
$317,361
Mission and Program Overview

Mission

Providing religious, historical and educational material; maintaining original material on website for persons interested in preserving traditional culture, cultural, historical and religious values in society; making material such as books, pamphlets, CDs, DVDs, videos available, as well as meetings and talks, to assist such purposes.

Providing religious, historical and educational material; website for persons interested in preserving traditional cultural, historical and religious values in society; making material and talks available that will assist with such purpose

Balance Sheet Detail
LineBeginningEndChange
Assets
Inventories for Sale or Use$273,331$226,366▼ $46,965
Savings and Temporary Cash Investments$94,592$184,120▲ $89,528
Cash and Non-Interest-Bearing Accounts$43,162$24,361▼ $18,801
Accounts Receivable$475$325▼ $150
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$411,560$435,172▲ $23,612
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$411,560$435,172▲ $23,612
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$411,560$435,172▲ $23,612
Total Liabilities and Net Assets / Fund Balance$411,560$435,172▲ $23,612
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Atila S GuimaraesVice PresidentFT$47,500$47,500
Marian T HorvatPresidentFT$36,000$36,000

Board Members and Trustees

NameTitle
Patrick OdouSecretary
Mary F HorvatTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$258,783
Program Service Revenue
$0
Investment Income
$61
Other Revenue
$-27,258
All Other Contributions
$233,783
Change in Net Assets
$23,612
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$118,323
Other Expenses$89,651
Total Fundraising Expense$3,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$83,500$0$83,500
Other Salaries and Wages$34,823-$0$34,823
Occupancy$32,950$0$0$32,950
Depreciation Depletion$11,602$0$0$11,602
Other Expenses$10,409$0$0$10,409
Office Expenses$8,625$0$0$8,625
Fees for Services Other$8,000$0$0$8,000
Travel$4,008$0$0$4,008
Information Technology$3,401$0$0$3,401
Fees for Services Accounting$0$2,614$0$2,614
Interest$42$0$0$42
Total Functional Expenses$113,860$91,114$3,000$207,974
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book fundraising - letter to donors$18,000$11,000$2,000$9,000
Total Events$18,000$11,000$2,000$9,000
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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

Mrs. Mary Horvat, Treasurer, is the mother of Dr. Marian T Horvat, President

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

Review of Form 990 is made with board members at the annual board meeting.

Form 990, Part VI, Section C, Line 18

A copy of Form 990 is kept available to officers, employees and any interested public in a readily available place in the office of the TIA president.

Form 990, Part VI, Section C, Line 19

The official documents, EDD guidelines, sick pay and vacation pay regulations, etc. are all available and readily accessible in the main TIA office. Required EDD regulations are posted. In the August 2016 board meeting, conflict of interest, whistleblower and document and retention policies will be introduced, discussed and adopted.

Filing and Contact Details

Filer

Filer Name
Tradition in Action Inc
EIN
48-1183942
Phone
3237250219
Address
545 N Taylor Ave No 3, Montebello, CA 90640

Signing Officer

Name
Marian Horvat
Title
President
Phone
3237250219
Signed
2016-07-14

Organization Details

Principal Officer
Marian T Horvat
Formed
1997
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
4
Volunteers
2
Raw XML AppendixShowing 400 of 659 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/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-27258
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-27258
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoncashContributionsAmt020000
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt032950
IRS990/OccupancyGrp/TotalAmt032950
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt08625
IRS990/OfficeExpensesGrp/TotalAmt08625
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Donor gifts, meals
IRS990/OtherExpensesGrp/Desc1Advertising
IRS990/OtherExpensesGrp/FundraisingAmt03000
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt110409
IRS990/OtherExpensesGrp/TotalAmt08000
IRS990/OtherExpensesGrp/TotalAmt110409
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt034823
IRS990/OtherSalariesAndWagesGrp/TotalAmt034823
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Marian T Horvat
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Maintenance of website that makes daily updates offering new information of a religious, cultural, historical content geared toward a Catholic audience
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt034708
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt015125
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0240758
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt066
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt026764
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0137060
IRS990/PYSalariesCompEmpBnftPaidAmt077000
IRS990/PYTotalExpensesAmt0103764
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0240824
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt023612
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0-7553
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt094592
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0184120
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt024000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt026055
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt023423
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt027572
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt025600
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0126650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0278783
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0260758
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0237376
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0114325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt091360
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0982602
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0278783
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0260758
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0237376
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0114325
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt091360

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$5.29$4.61$0.68
2023Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$7.09$5.08$2.00
2022Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$5.55$5.63$0.09
2021Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$5.61$4.97$0.64
2020Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$4.55$3.93$0.62
2019Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$1.97$3.87$1.90
2018Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$4.30$3.30$1.01
2017Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$2.84$3.15$0.31
2016Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$2.60$2.55$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$2.32$2.08$0.24
2014Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$2.66$2.31$0.35
2013Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$2.17$2.12$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.68$0.00$3.68$1.31$1.43$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.14$0.02$4.12$1.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.00$2.13$1.21$2.36$1.15