Civic Intelligence

Santa Cruz Host Lions Charitable Foundation

990EZ • Fiscal year 2020 • EIN 77-0254131

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 05, 2020

PO Box 477Santa Cruz, CA 95061

(831) 476-2161

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

89th percentile

52%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

56th percentile

8.0%

Faster asset growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-23%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$278,614

Up $20,647 (+8.0%) from 2019

Net Assets

Up

$278,614

Up $20,647 (+8.0%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$39,508

Down $12,056 (-23%) from 2019

Expenses

Down

$18,861

Down $12,241 (-39%) from 2019

Net Income

Up

$20,647

Up $185 (+0.9%) from 2019

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $173,243Liabilities 2011: $02011Assets 2012: $170,476Liabilities 2012: $02012Assets 2013: $226,968Liabilities 2013: $02013Assets 2014: $238,709Liabilities 2014: $02014Assets 2015: $243,913Liabilities 2015: $02015Assets 2016: $236,745Liabilities 2016: $02016Assets 2017: $262,375Net Assets 2017: $262,3752017Assets 2018: $237,505Net Assets 2018: $237,5052018Assets 2019: $257,967Net Assets 2019: $257,9672019Assets 2020: $278,614Net Assets 2020: $278,6142020Assets 2021: $285,639Net Assets 2021: $285,6392021Assets 2022: $327,900Net Assets 2022: $327,9002022Assets 2023: $330,106Net Assets 2023: $330,1062023Assets 2024: $323,778Net Assets 2024: $323,7782024Assets 2025: $332,975Net Assets 2025: $332,9752025

Highlighted filing

2020

Assets$278,614
Liabilities-
Net Assets$278,614

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $44,565Expenses 2011: $69,839Net Income 2011: -$25,2742011Revenue 2012: $41,738Expenses 2012: $44,505Net Income 2012: -$2,7672012Revenue 2013: $105,222Expenses 2013: $48,730Net Income 2013: $56,4922013Revenue 2014: $51,658Expenses 2014: $39,917Net Income 2014: $11,7412014Revenue 2015: $99,216Expenses 2015: $94,012Net Income 2015: $5,2042015Revenue 2016: $43,300Expenses 2016: $50,468Net Income 2016: -$7,1682016Revenue 2017: $59,016Expenses 2017: $33,386Net Income 2017: $25,6302017Revenue 2018: $3,836Expenses 2018: $28,706Net Income 2018: -$24,8702018Revenue 2019: $51,564Expenses 2019: $31,102Net Income 2019: $20,4622019Revenue 2020: $39,508Expenses 2020: $18,861Net Income 2020: $20,6472020Revenue 2021: $36,944Expenses 2021: $29,919Net Income 2021: $7,0252021Revenue 2022: $21,112Expenses 2022: $35,732Net Income 2022: -$14,6202022Revenue 2023: $36,243Expenses 2023: $34,653Net Income 2023: $1,5902023Revenue 2024: $26,087Expenses 2024: $32,415Net Income 2024: -$6,3282024Revenue 2025: $35,569Expenses 2025: $26,372Net Income 2025: $9,1972025

Highlighted filing

2020

Revenue$39,508
Expenses$18,861
Net Income$20,647
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 5, 2020
Return Version
2019v5.0
Gross Receipts
$66,788
Mission and Program Overview

Mission

Sight and hearing assistance to the needy and financial assistance to youth

Program Services

DescriptionGrantsExpenses
PROVIDE FINANCIAL ASSISTANCE TO COMMUNITY YOUTH PROGRAMS, SCHOLARSHIOS AND YOUTH DEVELOPMENT ACTIVITIES$4,360$9,320
PROVIDE SIGHT AND HEARING ASSISTANCE TO THE NEEDS OF CITIZENS OF SANTA CRUZ COUNTY$4,368-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARRY PERKINSSecretary-$0--
LINDA ALAMEDA-STRAWNTreasurer-$0--
ANDY BREDA2nd Vice Pres-$0--
JIM BOSSO1st Vice Pres-$0--
MARI SEGURAPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Christmas Tree Lot$57,803$57,803$27,280$30,523
Misc$8,985$8,985-$8,985
Total Events$66,788$66,788$27,280$39,508
Filing and Contact Details

Filer

Filer Name
Santa Cruz Host Lions
EIN
77-0254131
Phone
8314762161
Address
PO BOX 477, SANTA CRUZ, CA 95061

Signing Officer

Name
Linda Alameda-strawn
Title
Treasurer
Signed
2020-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Barnett Accountancy Inc
Address
525 Palm Street, Santa Cruz, CA 95060
Preparer
Patricia G Barnett
Phone
8314756555
Supplemental Narrative

Additional Explanations

Other Expenses.1

RENTAL & STORAGE $1200

Other Expenses.2

LEGAL & ACCOUNTING $389

Other Expenses.3

BANK FEES $96

Other Expenses.4

MISCELLANEOUS $65

Other Expenses.5

INVESTMENT ACCT FEES $40

Raw XML Appendix178 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd Vice Pres
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01790
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SIGHT AND HEARING ASSISTANCE TO THE NEEDS OF CITIZENS OF SANTA CRUZ COUNTY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE FINANCIAL ASSISTANCE TO COMMUNITY YOUTH PROGRAMS, SCHOLARSHIOS AND YOUTH DEVELOPMENT ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04368
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09320
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalRevenueAmt039508
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0328863
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt020616
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt057803
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RENTAL & STORAGE $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LEGAL & ACCOUNTING $389
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEES $96
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS $65
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INVESTMENT ACCT FEES $40
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA ALAMEDA-STRAWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA CRUZ HOST LIONS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0770254131
ReturnHeader/Filer/PhoneNum08314762161
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095061
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0525 Palm Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Cruz
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095060
ReturnHeader/PreparerPersonGrp/PhoneNum08314756555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia G Barnett
ReturnHeader/ReturnTs02020-11-05T14:26:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.33$3.33$0.36$0.26$0.09
2024Detailed filing. Detailed filing data is available for this year.$3.24$3.24$0.26$0.32$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.30$3.30$0.36$0.35$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.28$3.28$0.21$0.36$0.15
2021Detailed filing. Detailed filing data is available for this year.$2.86$2.86$0.37$0.30$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.79$2.79$0.40$0.19$0.21
2019Detailed filing. Detailed filing data is available for this year.$2.58$2.58$0.52$0.31$0.20
2018Detailed filing. Detailed filing data is available for this year.$2.38$2.38$0.04$0.29$0.25
2017Detailed filing. Detailed filing data is available for this year.$2.62$2.62$0.59$0.33$0.26
2016Summary only. Only limited summary data is available for this year.$2.37$0.00$0.43$0.50$0.07
2015Summary only. Only limited summary data is available for this year.$2.44$0.00$0.99$0.94$0.05
2014Summary only. Only limited summary data is available for this year.$2.39$0.00$0.52$0.40$0.12
2013Summary only. Only limited summary data is available for this year.$2.27$0.00$1.05$0.49$0.56
2012Summary only. Only limited summary data is available for this year.$1.70$0.00$0.42$0.45$0.03
2011Summary only. Only limited summary data is available for this year.$1.73$0.00$0.45$0.70$0.25