Civic Intelligence

Templeton Community Library Association

990 • Fiscal year 2019 • EIN 77-0542336

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 13, 2020

215 Foxtail LaneTempleton, CA 93465

(805) 459-2805

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

98th percentile

85%

Higher net margin than 98% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-84%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,654,635

Up $177,977 (+12%) from 2018

Net Assets

Up

$1,654,635

Up $177,977 (+12%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$157,454

Down $826,111 (-84%) from 2018

Expenses

Down

$22,863

Down $1,380 (-5.7%) from 2018

Net Income

Down

$134,591

Down $824,731 (-86%) from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $269,075Liabilities 2011: $02011Assets 2012: $280,492Liabilities 2012: $02012Assets 2013: $317,825Liabilities 2013: $02013Assets 2014: $340,257Liabilities 2014: $02014Assets 2015: $446,422Liabilities 2015: $02015Assets 2016: $447,316Liabilities 2016: $02016Assets 2017: $503,564Liabilities 2017: $0Net Assets 2017: $503,5642017Assets 2018: $1,476,658Liabilities 2018: $0Net Assets 2018: $1,476,6582018Assets 2019: $1,654,635Liabilities 2019: $0Net Assets 2019: $1,654,6352019Assets 2020: $1,711,992Liabilities 2020: $0Net Assets 2020: $1,711,9922020Assets 2021: $1,804,543Liabilities 2021: $0Net Assets 2021: $1,804,5432021Assets 2022: $1,859,540Liabilities 2022: $0Net Assets 2022: $1,859,5402022Assets 2023: $2,321,700Liabilities 2023: $2,782Net Assets 2023: $2,318,9182023Assets 2024: $2,320,926Liabilities 2024: $649Net Assets 2024: $2,320,2772024

Highlighted filing

2019

Assets$1,654,635
Liabilities$0
Net Assets$1,654,635

Operations Trend

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

$1.0M$500K$0Revenue 2011: $34,366Expenses 2011: $4,452Net Income 2011: $29,9142011Revenue 2012: $15,447Expenses 2012: $4,030Net Income 2012: $11,4172012Revenue 2013: $45,589Expenses 2013: $8,256Net Income 2013: $37,3332013Revenue 2014: $29,974Expenses 2014: $7,542Net Income 2014: $22,4322014Revenue 2015: $113,432Expenses 2015: $7,267Net Income 2015: $106,1652015Revenue 2016: $8,442Expenses 2016: $7,548Net Income 2016: $8942016Revenue 2017: $63,273Expenses 2017: $7,025Net Income 2017: $56,2482017Revenue 2018: $983,565Expenses 2018: $24,243Net Income 2018: $959,3222018Revenue 2019: $157,454Expenses 2019: $22,863Net Income 2019: $134,5912019Revenue 2020: $54,272Expenses 2020: $6,194Net Income 2020: $48,0782020Revenue 2021: $165,808Expenses 2021: $13,942Net Income 2021: $151,8662021Revenue 2022: $81,793Expenses 2022: $26,796Net Income 2022: $54,9972022Revenue 2023: $512,599Expenses 2023: $54,100Net Income 2023: $458,4992023Revenue 2024: $85,709Expenses 2024: $84,350Net Income 2024: $1,3592024

Highlighted filing

2019

Revenue$157,454
Expenses$22,863
Net Income$134,591
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 13, 2020
Return Version
2019v5.1
Gross Receipts
$164,996
Mission and Program Overview

Mission

Maintain an association of people who support learning through a community library and the establishment of a library facility in the templeton area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$822,729$863,523▲ $40,794
Savings and Temporary Cash Investments$638,519$680,719▲ $42,200
Land, Buildings, and Equipment, Net$0$81,875▲ $81,875
Cash and Non-Interest-Bearing Accounts$15,410$28,518▲ $13,108
Total Assets$1,476,658$1,654,635▲ $177,977
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,476,658$1,654,635▲ $177,977
Total Net Assets Fund Balance$1,476,658$1,654,635▲ $177,977
Total Liabilities and Net Assets / Fund Balance$1,476,658$1,654,635▲ $177,977

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$81,875--
Other Securities$863,523--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Shirley SigmundPresident
Wayne PetersonVice President
Connie VoosDirector
Don PottsDirector
Gwen PelfreyDirector
Stephen SigmundDirector
Steven TorresDirector
Joann JonesCFO/ Treasurer
Malcolm PickettSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$82,323
Program Service Revenue
$0
Investment Income
$40,632
Other Revenue
$34,499
All Other Contributions
$78,229
Change in Net Assets
$134,591
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Professional Fundraising Fees$13,050
Total Fundraising Expense$13,050
Other Expenses$9,813
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Professional Fundraising--$13,050$13,050
Occupancy$5,400--$5,400
Advertising-$1,759-$1,759
Insurance-$1,487-$1,487
Office Expenses-$1,167-$1,167
Total Functional Expenses$5,400$4,413$13,050$22,863
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$42,041
Professional Fundraising Fees$13,050
Fundraising Direct Expenses$7,542

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dancing With Our Stars$29,712$27,896-$27,896
T-shirt Advertisements and Sales$6,952$6,952$3,642$3,310
Total Events$45,723$42,041$7,540$34,501
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

The templeton community library association has two directors with a family relationship of husband and wife.

Form 990, Part VI, Section A, Line 6

The templeton community library association is comprised of members who elect the board of directors who are the governing body of the association.

Form 990, Part VI, Section A, Line 7A

The members vote in the board of directors on an annual basis.

Form 990, Part VI, Section A, Line 7B

Members have the right to vote on the election of directors, on the disposition of all or substantially all of the corporation's assets, on any merger and its principal terms and any amendment of those terms, and on any election to dissolve the corporation.

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

Form 990 is reviewed by the ceo, treasurer and committees as designated by the board

Form 990, Part VI, Section B, Line 12C

Every member of the board of directors reviews and signs a conflict of interest statement annually. They are also reminded at monthly meetings, when appropriate, to disclose potential conflicts of interest.

Form 990, Part VI, Section C, Line 19

Documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Templeton Community Library
EIN
77-0542336
Phone
8054592805
Address
215 FOXTAIL LANE, TEMPLETON, CA 93465

Signing Officer

Name
Melinda Reed
Title
President
Phone
8054592805
Signed
2020-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melinda Reed
Formed
2000
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
25

Preparer

Firm
Glenn Burdette
Address
1150 PALM STREET, SAN LUIS OBISPO, CA 93401
Preparer
Mical W Bovee CPA
Phone
8055441441
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IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt081875
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0863523
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHARLES SCHWAB INVESTMENT SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt081875
IRS990ScheduleD/TotalBookValueSecuritiesAmt0863523
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt03682
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt01816
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt01866
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07540
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0T-SHIRT ADVERTISEMENTS AND SALES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DANCING WITH OUR STARS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01816
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt01082
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02898
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06952
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt029712
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09059
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045723
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06952
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt027896
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07193
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042041
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034501
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03642
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03642
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt01000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01000
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TEMPLETON COMMUNITY LIBRARY ASSOCIATION HAS TWO DIRECTORS WITH A FAMILY RELATIONSHIP OF HUSBAND AND WIFE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TEMPLETON COMMUNITY LIBRARY ASSOCIATION IS COMPRISED OF MEMBERS WHO ELECT THE BOARD OF DIRECTORS WHO ARE THE GOVERNING BODY OF THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS VOTE IN THE BOARD OF DIRECTORS ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS HAVE THE RIGHT TO VOTE ON THE ELECTION OF DIRECTORS, ON THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS, ON ANY MERGER AND ITS PRINCIPAL TERMS AND ANY AMENDMENT OF THOSE TERMS, AND ON ANY ELECTION TO DISSOLVE THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS REVIEWED BY THE CEO, TREASURER AND COMMITTEES AS DESIGNATED BY THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EVERY MEMBER OF THE BOARD OF DIRECTORS REVIEWS AND SIGNS A CONFLICT OF INTEREST STATEMENT ANNUALLY. THEY ARE ALSO REMINDED AT MONTHLY MEETINGS, WHEN APPROPRIATE, TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01476658
IRS990/TotalAssetsEOYAmt01654635
IRS990/TotalAssetsGrp/BOYAmt01476658
IRS990/TotalAssetsGrp/EOYAmt01654635
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt082323
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt013050
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04413
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05400
IRS990/TotalFunctionalExpensesGrp/TotalAmt022863
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01476658
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01654635
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt05400
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt034499
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt040632
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0157454
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01476658
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01654635
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0215 FOXTAIL LANE
IRS990/USAddress/CityNm0TEMPLETON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093465
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0TEMPLETONCOMMUNITYLIBRARY.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MELINDA REED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08054592805
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEMPLETON COMMUNITY LIBRARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0TEMP
ReturnHeader/Filer/EIN0770542336
ReturnHeader/Filer/PhoneNum08054592805
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 FOXTAIL LANE
ReturnHeader/Filer/USAddress/CityNm0TEMPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093465
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId042C2365EEE4137AE2700D060855A0CA4629184E4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId056BED58641469F8AF8081A50CA7C6C010CFFCE36
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.93.34.163
ReturnHeader/FilingSecurityInformation/IPDt02020-07-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:16:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952772601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GLENN BURDETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01150 PALM STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055441441
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICAL W BOVEE CPA
ReturnHeader/ReturnTs02020-07-13T18:12:01-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.00$2.32$0.09$0.08$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.51$0.05$0.46
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.08$0.03$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.17$0.01$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.05$0.01$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.16$0.02$0.13
2018Summary only. Only limited summary data is available for this year.$1.48$0.00$1.48$0.98$0.02$0.96
2017Summary only. Only limited summary data is available for this year.$0.50$0.00$0.50$0.06$0.01$0.06
2016Summary only. Only limited summary data is available for this year.$0.45$0.00$0.01$0.01$0.00
2015Summary only. Only limited summary data is available for this year.$0.45$0.00$0.11$0.01$0.11
2014Summary only. Only limited summary data is available for this year.$0.34$0.00$0.03$0.01$0.02
2013Summary only. Only limited summary data is available for this year.$0.32$0.00$0.05$0.01$0.04
2012Summary only. Only limited summary data is available for this year.$0.28$0.00$0.02$0.00$0.01
2011Summary only. Only limited summary data is available for this year.$0.27$0.00$0.03$0.00$0.03