Civic Intelligence

Latino Coalition for Community Leadership

990 • Fiscal year 2017 • EIN 87-0702644

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

901 Sacramento StreetBakersfield, CA 93305

(661) 201-0461

Siviq Scores

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

Liabilities / Assets

91st percentile

0.95x

Higher debt load relative to assets than 91% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.14x

Higher debt load relative to revenue than 58% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

40th percentile

0.1%

Higher net margin than 40% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

84th percentile

$154,041

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

98th percentile

253%

Faster asset growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

65%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$462,119

Up $331,022 (+253%) from 2016

Net Assets

Up

$24,634

Up $1,623 (+7.1%) from 2016

Liabilities

Up

$437,485

Up $329,399 (+305%) from 2016

Revenue

Up

$3,020,342

Up $1,185,839 (+65%) from 2016

Expenses

Up

$3,018,719

Up $1,204,405 (+66%) from 2016

Net Income

Down

$1,623

Down $18,566 (-92%) from 2016

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0-$5.0MAssets 2011: $15,373Liabilities 2011: $2,500Net Assets 2011: $12,8732011Assets 2012: $15,000Liabilities 2012: $7,237Net Assets 2012: $7,7632012Assets 2013: $200,636Liabilities 2013: $201,111Net Assets 2013: -$4752013Assets 2014: $345,808Liabilities 2014: $343,308Net Assets 2014: $2,5002014Assets 2015: $140,694Liabilities 2015: $137,872Net Assets 2015: $2,8222015Assets 2016: $131,097Liabilities 2016: $108,086Net Assets 2016: $23,0112016Assets 2017: $462,119Liabilities 2017: $437,485Net Assets 2017: $24,6342017Assets 2018: $631,062Liabilities 2018: $636,232Net Assets 2018: -$5,1702018Assets 2019: $1,532,039Liabilities 2019: $1,501,005Net Assets 2019: $31,0342019Assets 2020: $2,202,538Liabilities 2020: $2,083,642Net Assets 2020: $118,8962020Assets 2021: $2,856,691Liabilities 2021: $2,559,405Net Assets 2021: $297,2862021Assets 2022: $2,661,885Liabilities 2022: $2,365,889Net Assets 2022: $295,9962022Assets 2023: $14,817,116Liabilities 2023: $4,095,505Net Assets 2023: $10,721,6112023

Highlighted filing

2017

Assets$462,119
Liabilities$437,485
Net Assets$24,634

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2011: $0Expenses 2011: $11,957Net Income 2011: -$11,9572011Revenue 2012: $47Expenses 2012: $5,157Net Income 2012: -$5,1102012Revenue 2013: $1,009,780Expenses 2013: $1,010,255Net Income 2013: -$4752013Revenue 2014: $4,514,293Expenses 2014: $4,511,791Net Income 2014: $2,5022014Revenue 2015: $4,936,686Expenses 2015: $4,936,364Net Income 2015: $3222015Revenue 2016: $1,834,503Expenses 2016: $1,814,314Net Income 2016: $20,1892016Revenue 2017: $3,020,342Expenses 2017: $3,018,719Net Income 2017: $1,6232017Revenue 2018: $5,170,749Expenses 2018: $5,200,552Net Income 2018: -$29,8032018Revenue 2019: $8,861,659Expenses 2019: $8,825,929Net Income 2019: $35,7302019Revenue 2020: $12,947,594Expenses 2020: $12,859,732Net Income 2020: $87,8622020Revenue 2021: $14,734,922Expenses 2021: $14,556,532Net Income 2021: $178,3902021Revenue 2022: $14,445,845Expenses 2022: $14,447,135Net Income 2022: -$1,2902022Revenue 2023: $29,082,387Expenses 2023: $18,679,351Net Income 2023: $10,403,0362023

Highlighted filing

2017

Revenue$3,020,342
Expenses$3,018,719
Net Income$1,623
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$3,020,342
Mission and Program Overview

Mission

To Find, Fund, Form, & Feature nonprofits in marginalized communities meeting the needs of individuals and families.

To build the capacity of community based organizations serving high-risk Latino youth & families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$120,693$437,653▲ $316,960
Cash and Non-Interest-Bearing Accounts$7,979$22,041▲ $14,062
Prepaid Expenses and Deferred Charges$2,425$2,425→ $0
Total Assets$131,097$462,119▲ $331,022
Liabilities
Accounts Payable and Accrued Expenses$108,086$437,485▲ $329,399
Total Liabilities$108,086$437,485▲ $329,399
Net Assets / Fund Balance
Unrestricted Net Assets$23,011$24,634▲ $1,623
Total Net Assets Fund Balance$23,011$24,634▲ $1,623
Total Liabilities and Net Assets / Fund Balance$131,097$462,119▲ $331,022
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard RamosPresident/Executive DirectorFT-$154,041$154,041
Richard Ramos--$154,041-$154,041
Richard Paul MoralesDirector/Deputy Exec. DirectorFT-$115,931$115,931
Mark RutkoskieDirector of FinancePT-$23,110$23,110

Board Members and Trustees

NameTitle
Gina DeveeDirector
Raymond KirklandDirector
John JosephoCFO
Tom TouchstoneSecreatary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,020,342
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,792,323
Change in Net Assets
$1,623
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,409,414
Salaries, Compensation, and Employee Benefits$609,305
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$264,385$28,697$0$293,082
Other Salaries and Wages$99,960$88,205$0$188,165
Other Employee Benefits$45,789$24,622$0$70,411
Travel$26,902$19,729$0$46,631
Payroll Taxes$29,500$7,718$0$37,218
Pension Plan Contributions$17,816$2,613$0$20,429
Fees for Services Other$18,598$410$0$19,008
Conferences and Meetings$11,152$4,206$0$15,358
Fees for Services Accounting$5,038$9,962$0$15,000
All Other Expenses$843$12,609$0$13,452
Insurance$8,121$3,228$0$11,349
Information Technology$3,338$7,771$0$11,109
Occupancy$0$8,400$0$8,400
Office Expenses$2,060$346$0$2,406
Total Functional Expenses$2,800,036$218,683$0$3,018,719
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 9

John Josepho 300 Carlsbad Village Drive, 108a-389 Carlsbad CA 92008

Form 990, Part VI, Line 9

Tom Touchstone 2300 E. Brundage Lane Bakersfield CA 93307

Form 990, Part VI, Line 9

Ray Kirkland 17 W. Vernon Ave Unit 312 Phoenix AZ 85003

Form 990, Part VI, Line 9

Richard Paul Morales 10871 Chambers Way Commerce City CO 80022

Filing and Contact Details

Filer

Filer Name
Latino Coalition for Community Leadership
EIN
87-0702644
Phone
6612010461
Address
901 Sacramento Street, Bakersfield, CA 93305

Signing Officer

Name
Richard Ramos
Title
President/executive Director
Phone
6612010461
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Ramos
Formed
2005
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
5
Volunteers
0

Preparer

Firm
Mark Rutkoskie
Address
901 Sacramento, BAKERSFIELD, CA 93305
Preparer
Mark Rutkoskie
Phone
6612010461
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Board reviews year end financials with Director of Finance

Pt VI, Line 11B

at their quartery meetings after their preparation.

Pt VI, Line 15A

Salary is reviewed by the Board with the President Abstaining.

Pt VI, Line 15B

All key employees are reviewed and approved by the board.

Pt VI, Line 12C

All contracts with possible conflicts of interest are reviewed with the parties with a conflict abstaining from discussion or voting on acceptance.

Form 990EZ, Part I, Line 16

Communications

Form 990EZ, Part I, Line 16

Licenses

Form 990EZ, Part I, Line 16

Miscellaneous

Form 990EZ, Part I, Line 16

Travel and Conferences

Form 990EZ, Part II, Line 24

Grants Receivable

Form 990EZ, Part II, Line 24

Other Receivables

Form 990EZ, Part II, Line 24

Due from Sub Grantees-Advances

Form 990EZ, Part II, Line 24

Equipment-Net

Form 990EZ, Part II, Line 26

Accounts Payable

Form 990EZ, Part II, Line 26

Payroll Taxes Payable

Form 990, Part IX, Line 24E

Bank Charges 536. 367. 169. 0.

Form 990, Part IX, Line 24E

Computer Expense 10246. 476. 9770. 0.

Form 990, Part IX, Line 24E

Donations 2670. 0. 2670. 0.

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IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RICHARD RAMOS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board reviews year end financials with Director of Finance
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1at their quartery meetings after their preparation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Salary is reviewed by the Board with the President Abstaining.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All key employees are reviewed and approved by the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4All contracts with possible conflicts of interest are reviewed with the parties with a conflict abstaining from discussion or voting on acceptance.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Communications
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Licenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Miscellaneous
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Travel and Conferences
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Grants Receivable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Other Receivables
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Due from Sub Grantees-Advances
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Equipment-Net
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Payable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Payroll Taxes Payable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15John Josepho 300 Carlsbad Village Drive, 108a-389 Carlsbad CA 92008
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Tom Touchstone 2300 E. Brundage Lane Bakersfield CA 93307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Ray Kirkland 17 W. Vernon Ave Unit 312 Phoenix AZ 85003
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Richard Paul Morales 10871 Chambers Way Commerce City CO 80022
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Bank Charges 536. 367. 169. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Computer Expense 10246. 476. 9770. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Donations 2670. 0. 2670. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990, Part IX, Line 24e
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02800036
IRS990/TotalFunctionalExpensesGrp/TotalAmt03018719
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IRS990/TotalLiabilitiesGrp/BOYAmt0108086
IRS990/TotalLiabilitiesGrp/EOYAmt0437485
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03020342
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0901 Sacramento Street
IRS990/USAddress/CityNm0Bakersfield
IRS990/USAddress/StateAbbreviationCd0CA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$14.8$4.10$10.7$29.1$18.7$10.4
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$2.37$0.30$14.4$14.4$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.86$2.56$0.30$14.7$14.6$0.18
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.20$2.08$0.12$12.9$12.9$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$1.50$0.03$8.86$8.83$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.64$0.01$5.17$5.20$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.44$0.02$3.02$3.02$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.11$0.02$1.83$1.81$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.00$4.94$4.94$0.00
2014Summary only. Only limited summary data is available for this year.$0.35$0.34$0.00$4.51$4.51$0.00
2013Summary only. Only limited summary data is available for this year.$0.20$0.20$0.00$1.01$1.01$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.01$0.01$0.00$0.01$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.00$0.01$0.00$0.01$0.01