Civic Intelligence

Ernest Clark Iverson Foundation Inc

990 • Fiscal year 2015 • EIN 77-0430670

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

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

80th percentile

0.15x

Higher debt load relative to assets than 80% of similar nonprofits.

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

Liabilities / Revenue

89th percentile

0.29x

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

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

Net Margin

23rd percentile

-10%

Higher net margin than 23% of similar nonprofits.

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

Top Officer Pay

81st percentile

$14,400

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

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

Asset Growth

35th percentile

-5.5%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

42nd percentile

-3.9%

Faster revenue growth than 42% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$399,487

Down $23,247 (-5.5%) from 2014

Net Assets

Down

$338,959

Down $22,136 (-6.1%) from 2014

Liabilities

Down

$60,528

Down $1,111 (-1.8%) from 2014

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin23rd percentile

Revenue

Down

$211,902

Down $8,516 (-3.9%) from 2014

Expenses

Up

$234,038

Up $12,091 (+5.4%) from 2014

Net Income

Down

-$22,136

Down $20,607 (-1348%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2015

Assets$399,487
Liabilities$60,528
Net Assets$338,959
Open 2015 Filing

Operations Trend

Revenue Growth42nd 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

2015

Revenue$211,902
Expenses$234,038
Net Income-$22,136
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.0
Gross Receipts
$211,902
Mission and Program Overview

Mission

Residential care for disabled adults

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$361,095$338,959▼ $22,136
Land, Buildings, and Equipment, Net$226,788$218,418▼ $8,370
Other Notes and Loans Receivable, Net$95,000$95,000→ $0
Cash and Non-Interest-Bearing Accounts$19,800$5,498▼ $14,302
Intangible Assets$575$0▼ $575
Prepaid Expenses and Deferred Charges$565$565→ $0
Savings and Temporary Cash Investments$5$5→ $0
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$422,734$399,487▼ $23,247
Other Assets Total$80,001$80,001→ $0
Liabilities
Other Liabilities$54,000$54,000→ $0
Accounts Payable and Accrued Expenses$2,639$6,528▲ $3,889
Unsecured Notes Loans Payable$5,000--
Total Liabilities$61,639$60,528▼ $1,111
Net Assets / Fund Balance
Total Net Assets Fund Balance$361,095$338,959▼ $22,136
Total Liabilities and Net Assets / Fund Balance$422,734$399,487▼ $23,247

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$138,746$116,379$255,125
Equipment$690$80,730$81,420
Land$69,875-$69,875
Other Land Buildings$23$25,423$25,446
Leasehold Improvements$9,084$2,711$11,795
Other Assets Org$1--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michael LindseyPresidentPT$14,400$14,400
Constance WempleVice PresidentPT$10,258$10,258

Board Members and Trustees

NameTitle
Margaret LindseySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$211,902
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-22,136
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$151,285
Other Expenses$82,753
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$112,526--$112,526
Current Officers, Directors, Trustees, and Key Employees$24,658--$24,658
Occupancy$16,123--$16,123
Payroll Taxes$14,101--$14,101
Insurance$13,348--$13,348
Interest$11,533--$11,533
Depreciation Depletion$8,945--$8,945
Fees for Services Accounting$3,100--$3,100
Office Expenses$2,758--$2,758
Other Expenses$1,173--$1,173
All Other Expenses$731--$731
Total Functional Expenses$234,038$0$0$234,038
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
2016-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
1
Employees
11

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/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99150
IRS990ScheduleA/PublicSupportPY509Pct00.99030
IRS990ScheduleA/PublicSupportTotal509Amt01120438
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0211902
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0216617
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0233433
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0180308
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0278178
IRS990ScheduleA/Total509Grp/TotalAmt01120438
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0211902
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0220418
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0233436
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0180342
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0283923
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01130021
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0138746
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0116379
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0255125
IRS990ScheduleD/EquipmentGrp/BookValueAmt0690
IRS990ScheduleD/EquipmentGrp/DepreciationAmt080730
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt081420
IRS990ScheduleD/LandGrp/BookValueAmt069875
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt069875
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt09084
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02711
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt011795
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt080000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DISABLED CARE FACILITY
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Rounding
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt023
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt025423
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt025446
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt054000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0N/P IVERSON LIVING TRUST
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0218418
IRS990ScheduleD/TotalBookValueOtherAssetsAmt080001
IRS990ScheduleD/TotalLiabilityAmt054000
IRS990/ScheduleJRequiredInd0false
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
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
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0806038157
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/TotalAssetsBOYAmt0422734
IRS990/TotalAssetsEOYAmt0399487
IRS990/TotalAssetsGrp/BOYAmt0422734
IRS990/TotalAssetsGrp/EOYAmt0399487
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0234038
IRS990/TotalFunctionalExpensesGrp/TotalAmt0234038
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt061639
IRS990/TotalLiabilitiesEOYAmt060528
IRS990/TotalLiabilitiesGrp/BOYAmt061639
IRS990/TotalLiabilitiesGrp/EOYAmt060528
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0361095
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0338959

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$399,487
Liabilities
$60,528
Net assets
$338,959
Revenue
$211,902
Expenses
$234,038
Net income
-$22,136
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