Civic Intelligence

Ernest Clark Iverson Foundation Inc

990 • Fiscal year 2014 • EIN 77-0430670

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 07, 2015

Organization ProfileN/A
297 Canyon Acres DriveLaguna Beach, CA 92651

(949) 246-6836

Siviq Scores

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

Liabilities / Assets

79th percentile

0.15x

Higher debt load relative to assets than 79% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

89th percentile

0.28x

Higher debt load relative to revenue than 89% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

39th percentile

-0.7%

Higher net margin than 39% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

90th percentile

$42,462

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

39th percentile

-2.9%

Faster asset growth than 39% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

38th percentile

-5.6%

Faster revenue growth than 38% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$422,734

Down $12,550 (-2.9%) from 2013

Net Assets

Down

$361,095

Down $1,529 (-0.4%) from 2013

Liabilities

Down

$61,639

Down $11,021 (-15%) from 2013

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin39th percentile

Revenue

Down

$220,418

Down $13,018 (-5.6%) from 2013

Expenses

Down

$221,947

Down $29,105 (-12%) from 2013

Net Income

Up

-$1,529

Up $16,087 (+91%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$600K$400K$200K$0Assets 2011: $460,772Liabilities 2011: $1,898Net Assets 2011: $458,8742011Assets 2012: $452,886Liabilities 2012: $72,646Net Assets 2012: $380,2402012Assets 2013: $435,284Liabilities 2013: $72,660Net Assets 2013: $362,6242013Assets 2014: $422,734Liabilities 2014: $61,639Net Assets 2014: $361,0952014Assets 2015: $399,487Liabilities 2015: $60,528Net Assets 2015: $338,9592015Assets 2016: $402,538Liabilities 2016: $60,684Net Assets 2016: $341,8542016Assets 2017: $391,595Liabilities 2017: $59,804Net Assets 2017: $331,7912017Assets 2018: $385,855Liabilities 2018: $59,609Net Assets 2018: $326,2462018Assets 2019: $395,613Liabilities 2019: $61,338Net Assets 2019: $334,2752019Assets 2020: $420,010Liabilities 2020: $62,950Net Assets 2020: $357,0602020Assets 2021: $449,656Liabilities 2021: $64,278Net Assets 2021: $385,3782021

Highlighted filing

2014

Assets$422,734
Liabilities$61,639
Net Assets$361,095
Open 2014 Filing

Operations Trend

Revenue Growth38th percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $240,1072011Expenses 2012: $258,9762012Revenue 2013: $233,436Expenses 2013: $251,052Net Income 2013: -$17,6162013Revenue 2014: $220,418Expenses 2014: $221,947Net Income 2014: -$1,5292014Revenue 2015: $211,902Expenses 2015: $234,038Net Income 2015: -$22,1362015Revenue 2016: $247,389Expenses 2016: $244,494Net Income 2016: $2,8952016Revenue 2017: $287,667Expenses 2017: $297,730Net Income 2017: -$10,0632017Revenue 2018: $220,232Expenses 2018: $225,777Net Income 2018: -$5,5452018Revenue 2019: $255,806Expenses 2019: $247,777Net Income 2019: $8,0292019Revenue 2020: $285,093Expenses 2020: $262,308Net Income 2020: $22,7852020Revenue 2021: $295,829Expenses 2021: $267,511Net Income 2021: $28,3182021

Highlighted filing

2014

Revenue$220,418
Expenses$221,947
Net Income-$1,529
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 7, 2015
Return Version
2014v5.0
Gross Receipts
$220,418
Mission and Program Overview

Mission

Residential care for disabled adults

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$362,624$361,095▼ $1,529
Land, Buildings, and Equipment, Net$238,749$226,788▼ $11,961
Other Notes and Loans Receivable, Net$95,000$95,000→ $0
Cash and Non-Interest-Bearing Accounts$13,496$19,800▲ $6,304
Intangible Assets$2,298$575▼ $1,723
Prepaid Expenses and Deferred Charges$896$565▼ $331
Savings and Temporary Cash Investments$4,845$5▼ $4,840
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$435,284$422,734▼ $12,550
Other Assets Total$80,000$80,001▲ $1
Liabilities
Mortgage Notes Payable Secured by Investment Property$70,000--
Other Liabilities$1$54,000▲ $53,999
Unsecured Notes Loans Payable-$5,000-
Accounts Payable and Accrued Expenses$2,659$2,639▼ $20
Total Liabilities$72,660$61,639▼ $11,021
Net Assets / Fund Balance
Total Net Assets Fund Balance$362,624$361,095▼ $1,529
Total Liabilities and Net Assets / Fund Balance$435,284$422,734▼ $12,550

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$145,287$109,838$255,125
Equipment$925$80,495$81,420
Land$69,875-$69,875
Other Land Buildings$1,252$24,194$25,446
Leasehold Improvements$9,449$2,346$11,795
Other Assets Org$1--
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Connie Glenn-wempleVice PresidentPT$42,462$42,462
Michael LindseyPresidentPT$4,480$4,480

Board Members and Trustees

NameTitle
Margaret LindseySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$216,617
Investment Income
$3,801
Other Revenue
$0
Change in Net Assets
$-1,529
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$145,174
Other Expenses$76,773
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$85,307--$85,307
Current Officers, Directors, Trustees, and Key Employees$46,942--$46,942
Occupancy$14,568--$14,568
Depreciation Depletion$13,684--$13,684
Payroll Taxes$12,925--$12,925
Insurance$12,572--$12,572
Fees for Services Accounting$1,945--$1,945
Interest$1,663--$1,663
Office Expenses$1,645--$1,645
Fees for Services Legal$1,520--$1,520
Other Expenses$819--$819
All Other Expenses$209--$209
Total Functional Expenses$221,947$0$0$221,947
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
N/p Iverson Living Trust$54,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“FAMILY RELATIONSHIP.”

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“NO COMMITTEES.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“President reviews form before it is signed and filed.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Ernest Clark Iverson Foundation Inc
EIN
77-0430670
Phone
9492466836
Address
297 CANYON ACRES DRIVE, LAGUNA BEACH, CA 92651

Signing Officer

Name
Michael Lindsey
Title
President
Signed
2015-09-07
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
1
Employees
7

Preparer

Firm
Seid & Company CPAs
Address
935 Riverside Avenue Suite 1, Paso Robles, CA 93446
Preparer
Mark F Seid
Phone
8052371040
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05745
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0139
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09722
IRS990ScheduleA/InvestmentIncomeCYPct00.00970
IRS990ScheduleA/InvestmentIncomePYPct00.00740
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99030
IRS990ScheduleA/PublicSupportPY509Pct00.99260
IRS990ScheduleA/PublicSupportTotal509Amt0996985
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0216617
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0233433
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0180308
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0278178
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt088449
IRS990ScheduleA/Total509Grp/TotalAmt0996985
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0220418
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0233436
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0180342
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0283923
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt088588
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01006707
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0145287
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0109838
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0255125
IRS990ScheduleD/EquipmentGrp/BookValueAmt0925
IRS990ScheduleD/EquipmentGrp/DepreciationAmt080495
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt081420
IRS990ScheduleD/LandGrp/BookValueAmt069875
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt069875
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt09449
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02346
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt011795
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt080000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DISABLED CARE FACILITY
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Rounding
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01252
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt024194
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt025446
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt054000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0N/P IVERSON LIVING TRUST
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0226788
IRS990ScheduleD/TotalBookValueOtherAssetsAmt080001
IRS990ScheduleD/TotalLiabilityAmt054000
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt05000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0PART V
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt05000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0MICHAEL LINDSEY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0TRUSTEE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0LOAN SECURED TO PAY OFF EXISTING DEBT WITH HIGHER INTEREST RATE.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
IRS990ScheduleL/TotalBalanceDueAmt05000
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRESIDENT REVIEWS FORM BEFORE IT IS SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0TRUST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0ADMINISTRATION OF TRUST ASSET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0IVERSON LIVING TRUST DTD 9596
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0297 CANYON ACRES DRIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0LAGUNA BEACH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd092651
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0435284
IRS990/TotalAssetsEOYAmt0422734
IRS990/TotalAssetsGrp/BOYAmt0435284
IRS990/TotalAssetsGrp/EOYAmt0422734
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0221947
IRS990/TotalFunctionalExpensesGrp/TotalAmt0221947

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$422,734
Liabilities
$61,639
Net assets
$361,095
Revenue
$220,418
Expenses
$221,947
Net income
-$1,529
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$4.50$0.64$3.85$2.96$2.68$0.28
2020Detailed filing. Detailed filing data is available for this year.$4.20$0.63$3.57$2.85$2.62$0.23
2019Detailed filing. Detailed filing data is available for this year.$3.96$0.61$3.34$2.56$2.48$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.86$0.60$3.26$2.20$2.26$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.92$0.60$3.32$2.88$2.98$0.10
2016Detailed filing. Detailed filing data is available for this year.$4.03$0.61$3.42$2.47$2.44$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.99$0.61$3.39$2.12$2.34$0.22
2014Detailed filing. Detailed filing data is available for this year.$4.23$0.62$3.61$2.20$2.22$0.02
2013Detailed filing. Detailed filing data is available for this year.$4.35$0.73$3.63$2.33$2.51$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.53$0.73$3.80$2.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.61$0.02$4.59$2.40